Lean PPM with Meisterplan

Project Portfolio Management Done Right

Implement PPM Basics with the  Lean PPM™ Framework

These Companies Rely on the Lean PPM™ Framework

Achieve Success Together

Achieve Success Together with the Lean PPM Framework

The success of your company is not measured by the success of individual people or departments. To move forward confidently as an organization, you need reliable data, a simple decision-making process and alignment across departments.

Our lean PPM framework makes this possible.

Just Enough PPM

Lean PPM™ includes all activities, meetings and roles you need for project portfolio management — without all the things you don’t. Make portfolio decisions quickly with this streamlined framework.

Lean PPM Is Easier than You Think

Chances are you already have most of the roles, meetings and activities you need in your organization. With Lean PPM™ discover what you team may be missing, or what you may not need after all.

Check out the four basic Lean PPM™ activities to learn more.

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Strategize

Translating Your Business Strategy

Senior Management determines the business strategy for the organization, and a successful project portfolio should be aligned to that strategy. In this step of the Lean PPM™ framework, that strategy is translated into criteria that projects are evaluated by to determine their priority.

All projects, even projects already in progress should be evaluated and prioritized based on the decided criteria.

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Lean PPM

Collect

Collecting Project Proposals

In the Collect step of the Lean PPM™ framework, new projects are proposed and project initiatives are developed. Project proposals are created for each initiative including a description, and estimates of the benefit and effort required.

The Collect step also includes proposal coaching where the portfolio coordinator and the project initiator talk through the idea, improve the initiative and determine if the project should move to the next step of the process. If your organization has different committees who review and decide on different types of projects, the portfolio coordinator will also steer the initiative to the right committee.

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Decide

Deciding Which Projects Will Be Implemented, and When

The Decide step of the Lean PPM™ framework begins with a pipeline review where new project initiatives are checked for quality and receive a ranking. Next, the Strategize, Collect, and Execute steps of the PPM system come together in the portfolio board meeting. This is the highest-level decision-making committee for PPM. The portfolio board monitors overall progress in the portfolio, resolves conflicts, confirms the composition of the portfolio, and decides on future resource deployment. Finally, the decisions of the portfolio board meeting are communicated out to the rest of the company.

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Execute

Managing Approved Projects

The Execute step in the Lean PPM™ framework is where project management happens. Your teams may use different project management tools and methods, but Lean PPM™ works independent of the chosen tools and methods. The key to successful execution of projects is transparency across teams about project progress and requirements.

Any project management conflicts that cannot be resolved are escalated to the execution steering committee. Only issues that cannot be answered within this process are escalated to the portfolio board meeting.

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Meisterplan Is Your Software for Lean PPM


Get all the features you need for effective project portfolio management.
Strategize
  • Customize your project evaluation criteria
  • Easily rate each project based on that criteria
  • Automatically calculate a project priority score based on your project evaluation criteria
  • Sort your project list by priority
  • Drag and drop projects to reorder their prioritization
Collect
  • Supports your project intake process from idea to active project with the Board view
  • Create portfolios or sub-portfolios specifically for new project initiatives
  • Mark projects with the current stage gate
  • Use what-if planning to see how new initiatives would affect your portfolio
Decide
  • Clear and simple visuals that make your portfolio easy to understand
  • The ability to focus on the strategic value of projects using the Board view to make informed decisions
  • Scenario planning to effectively adapt plans
  • Real-time updates to the portfolio for transparency
  • Instant resource allocation to measure the impact on the portfolio
Execute
  • Resource staffing on the role or individual level
  • Financial tracking to keep projects on budget
  • Clearly identifiable over allocation of resources
  • Project milestones and dependencies

What Paul Loves About Meisterplan

Meisterplan helped us get to grips with our client delivery projects, allowing us to identify and track our key milestones, manage our resource planning, and forecasting . The product is simple and easy to use and the support and people are second to none. Supports the decision-making process of the Management Board.

Professional in the Management Consulting Industry

Paul Senior

What Anton Loves About Meisterplan

Best product for portfolio management with resource bottleneck. I've chosen Meisterplan among 50+ PM tools due to easy-to-use resource allocation and project aligning features. Most suitable for high-level roadmap planning having limited resources for project development.

Head of PMO | Xsolla | open_in_new

Anton Zhvakin

What Jay Loves About Meisterplan

There are a lot of things that go into a project plan besides the timing and resources. We need a lot of context and it shouldn't be a surprise when a project needs attention. Our projects need to tie back to our mission and what we want to achieve. With Meisterplan, we can make informed decisions and move the organization forward.

IT PMO and New Services Manager | CaroMont Health | open_in_new

Jay Nutter

What Bredon Loves About Meisterplan

Meisterplan filled a significant gap for us in understanding how we are utilizing our capacity. We now have a much better idea when we need to either say no to new projects or adjust timelines and team members assigned to projects. No other tool gave us this high-level view. It brought our stress level down.

Vice President - Operations | Giant Hat | open_in_new

Bredon Jones

What Hein-Frieder Loves About Meisterplan

Powerful and easy. Just beginning with Portfolio Management in the Corporate IT, this product is easy to get in use, although powerful in function. At one glance we are now able to focus on the decisions needed.

Head of IT Demand and Project Management | Funke

Hein-Frieder Pfalz

What Dan Loves About Meisterplan

One of our problems was being able to show everybody our portfolio plan. Now we see all our projects we would talk about, graphically depicted. You can see their durations and when you scroll down, you can see the team. Maybe these two projects are significant and they're taking two resources each for this period of time. We can now see how much room is in the capacity bucket that we have left to fill. From here we can look at our options. Using Meisterplan to do that helps us show our work and provide transparency.

Director of Strategic Programs | Ping Identity | open_in_new

Dan Madden

What Dan Loves About Meisterplan

We just hit a point where the size, complexity and volume of the projects were just too great that we couldn't govern it just within my team. We needed somebody's input to make decisions on these tradeoffs. Being able to show our work with Meisterplan makes it a lot less of a confusing process for people to participate in.

Director of Strategic Programs | Ping Identity

Dan Madden

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