Lean PPM™ Framework

Be Ready to Make the Best Decisions with our Lean PPM™ Framework

Our Lean PPM™ framework gives you all of the tools you need to answer the question of which projects will be implemented when and with which team to deliver the best outcomes.

Lean PPM with Meisterplan

Deliver Results with Meisterplan and Lean PPM™


Through its cloud software and Lean PPM™, Meisterplan enables business leaders to drive decisions that keep their organizations moving forward. The Lean PPM™ framework consists of all the roles, tools and meetings your organization needs to develop and prioritize initiatives and quickly adapt your plans so your organization thrives even in times of constant change. You can map the Lean PPM™ framework to what your organization is already doing and then fill in the blanks to ensure you have a complete portfolio management process ready to go as quickly as possible. The Lean PPM™ framework is perfect for those responsible for building and developing a Project Management Office (PMO) because it enables you to determine the most important work and get it accomplished fast even with finite resources.

By using Meisterplan and Lean PPM™ together, you get a visual roadmap that allows you to see the real utilization and capacity of your employees and teams so that you can focus on and deliver the right priorities. Get started with Lean PPM™ by downloading our free templates.

Lean Project Portfolio Management™

Managing Multiple Projects Doesn’t Have to Be So Difficult


The purpose of project portfolio management is ultimately to provide a clear answer to the question “Who should implement which projects, when?”.  The Lean PPM™ framework uses a system that is divided into four areas of activity.

We call these areas StrategizeCollectDecide, and Execute. The activities within these areas run at the same time and are ongoing.

Strategize


Translating Your Business Strategy

Senior Management determines the business strategy for the organization. A good project portfolio should be aligned to corporate 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. Meisterplan supports the Lean PPM™ framework in this part of the process with the following functionality:

  • 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
Lean PPM
Meisterplan 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.

Meisterplan assists with the activity in the Collect phase by allowing users to:

  • Create portfolios or subportfolios specifically for new project initiatives
  • Mark projects with the current stage gate
  • Use what-if planning to see how new initiatives would effect your portfolio

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.

In Meisterplan, the Decide step is aided by:

  • Clear and simple visuals that make your portfolio easy to understand
  • Scenario planning to see how future portfolios could look
  • Real-time updates to the portfolio for transparency
  • Instant resource allocation to measure the impact on the portfolio
Decentralized Domain Approach to Prioritization
In the Execute step of the Lean PPM framework, project teams are busy completing their projects.

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.

Meisterplan supports project execution with:

  • 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

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.

Meisterplan Is Your Lean PPM™ Solution


Get Everything You Need

  • Interactive company-wide resource planning
  • Flexible resource management at the role and employee level
  • Management of available capacity by department, role and skill
  • Real-time scenario simulation
  • Continue working with your existing project management tools and methods
  • Replace your Excel-based portfolio planning

Make Plans That Work


See the benefits of Meisterplan and Lean Project Portfolio Management™ for yourself. Start your free 30 day trial today or request a personal one-on-one demo.

Dennis Riedel

Meisterplan offers us so much more than just a tool. We benefit a lot from the Lean PPM™ framework and the best practices we can implement for our needs. Give it a try!

Dennis Riedel

PMO (Central Unit Sales & Services) | TRUMPF

Thomas McGee

Founding Partner | Media Hive

“This tool gives us the invaluable insight we need to make important decisions about when to start projects and when to hire. It can help you align your hiring needs with your sales pipeline. It's the only tool in its class that provides capacity planning and projections to coordinate hiring and sales leads.”

Bredon Jones

Vice President - Operations | Giant Hat

“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.”

Chris H.

Owner

“Meisterplan simplified our resource management. Great too to streamline your complete resource management which will save you lots of planning hours and avoid misunderstandings. You always see the current allocation of your resources and with simple drag-and-drop you move projects and recognize the changes for your resources and financials.”

Måns Björklund

Executive Producer | Important Looking Pirates

“Meisterplan helps us deliver our projects on time, within the agreed budget, and in top quality.”

Frank Goermar

Owner | Explorers

“With Meisterplan we were productive in just a few hours without extensive training. It offers the chance to use our own project management method which makes it quite simple to roll out. And it's well done for project portfolio management. Project Portfolio Management and Project Management Processes become simple and fast.”

Marcus Plach

Managing Director | Ergosign GmbH

“With Meisterplan, our resource utilization is more transparent. Due to the seamless integration into our existing processes, we can increase the satisfaction of both our customers and employees.”

Phil Morris

Head of PMO | First Utility

“Meisterplan is critical to the management of our project portfolio.”

Marzio Locatelli

Head of Project Management | Trafag AG

“Meisterplan is now a key element of  our portfolio planning. It helps us to make sure that our portfolio is realistic and that we create plans that really work.”

Thomas Wetterwald

CEO | Stadtwerk Winterthur

“Everyday is a Meisterplan Day. Thanks to the simplicity of the product and its excellent usability the Project Portfolio Process PPM was holistically optimized and strategic decisions for projects ensured. Eager to further enhance maturity of PPM with future releases of the product.”

Derek Walz

New Product Development Manager | Bard Manufacturing Company

“I believe in the solution and see how it can benefit any company that manages multiple projects simultaneously. Which I think is just about EVERY company!”

“State of the art resource planning. We manage more than 100 projects and change requests every year. Meisterplan helps us maximize our resources and keep track of our projects. The operation is simple, so no training is required for the application. For me, Meisterplan is the best resource planning tool currently available.”

Felix Willing

CIO | Hella

“Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.”

Peter Parfitt

Head of Digital and Customer Experience | Buckinghamshire County Council

“With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.”

Chris Davies

Manager, RD Projects | Cenduit

“Meisterplan is an excellent Resource Management tool. The visual interface makes the software intuitive to understand and use. I have found few other tools that can match its capabilities. Definitely love the scenario comparison function. It's pretty easy to get up and running, but you can get more complex as you get more comfortable.”

Barry Cousins

Senior Director, PMO Practice | Info-Tech Research Group

“I give Meisterplan an A+ for the experience of modifying the project timeline and resourcing. Consider this model if you’ve struggled to forecast resource capacity using spreadsheets or large commercial tools.”

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