How to Execute a Successful Project Portfolio Management Program
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How to Execute a Successful Project Portfolio Management Program
Achieve your organization's strategic goals with this project portfolio management template
Set Up
Strategy Doc
Projects
Review Meeting

Set Up

In two steps, you can make this Project Portfolio doc feel more like your own.
Add your
⁠
⁠
Define your
⁠
⁠

Teams
Assemble your team here. In cross functional project trackers, you will likely have teams across the company ; within a given team, there may be areas of lines of work that each mini-team takes on, in which case code names like Da Bears or Team Jacob will work. This team table connects to the
⁠
list through a
⁠
.

Adding your teams in a doc also allows you to:
Creating individual team wiki pages such as the team pages in
⁠
.
Breaking down project tasks into various team owners.
Finding dependencies between teams.
Teams
1
Search
Team Icon
Team Name
What they do
Team Leads
1
Marketing Icon.png
Marketing
Attract new customers.
AC
Alan Chowansky
2
Sales Icon.png
Sales
Bring in new customers.
JS
John Scrugham
3
Design Icon.png
Design
Create delightful experiences for customers.
JH
Justin Hales
4
Engineering Icon.png
Engineering
Build features for customers.
PR
Polly Rose
5
HR Icon.png
HR
Ensure the team is working to their greatest potential.
MM
Maria Marquis
6
Product Icon.png
Product
Oversee with development of the products we sell.
ED
Evan Davies
There are no rows in this table
⁠

Phases
Decide how you are moving projects through the pipeline from idea to launching it. Here are
7
⁠
common phases in a project ー please edit and adjust to your team’s unique flow. It’s important to have common phases across all
⁠
to standardize where everything is and how far you’re away from complete. Both keep a strong drumbeat and rhythm towards launch for the team and have a common language across the organization to report up to management.
Phases
1
Search
Phase name
Description
1
🏜️ Not Started
Backlog or idea that has yet to begin.
2
🚌 Planning
Finding resources and deciding on direction.
3
🎨 Design
Mocking up a new way of doing things.
4
⚙️ Develop
Features to engineers, content to writers.
5
✏️ Testing
See if the thing you’re making works.
6
🚀 Launched
If all feels good. Launch your new thing to the world!
7
✋ On Hold
A roadblock, change in priority, or major event puts that on hold.
There are no rows in this table
⁠

Next >
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