How to Execute a Successful Project Portfolio Management Program
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How to Execute a Successful Project Portfolio Management Program

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In two steps, you can make this Project Portfolio doc feel more like your own.
Add your
teams
⁠
⁠
Define your
phases
⁠
⁠
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
Projects
⁠
list through a
Lookup
⁠
.
Adding your teams in a doc also allows you to:
Creating individual team wiki pages such as the team pages in
Figma’s Product Roadmap doc
⁠
.
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.
Alan Chowansky
2
Sales Icon.png
Sales
Bring in new customers.
John Scrugham
3
Design Icon.png
Design
Create delightful experiences for customers.
Justin Hales
4
Engineering Icon.png
Engineering
Build features for customers.
Polly Rose
5
HR Icon.png
HR
Ensure the team is working to their greatest potential.
Maria Marquis
6
Product Icon.png
Product
Oversee with development of the products we sell.
Evan Davies
There are no rows in this table
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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
Projects
⁠
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
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Strategy Doc
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