Lean PPM Logo


What is Lean PPM™?

Lean PPM™ is a framework or playbook that makes project portfolio management easy. Included in the Lean PPM™ framework are all the roles, tools and meetings your organization needs to manage your portfolio successfully. You can map the Lean PPM™ framework to what your organization is already doing and then fill in the blanks to ensure your organization has a complete portfolio management process ready to go as quickly as possible. You can get started with Lean PPM™ by downloading our free templates.

Meisterplan is a cloud software designed to support Lean PPM™. By using Meisterplan and Lean PPM™ together, you get a visual roadmap that allows you to optimize the amount of work you can accomplish with your current teams and resources. You can also determine how many more resources or employees are needed to accomplish additional work. The Lean PPM™ framework is perfect for those responsible for building and developing a Project Management Office (PMO).


By loading the video, you agree to YouTube's privacy policy.
Learn more

Load video

Managing Multiple Projects Doesn’t Have to Be So Difficult

The project portfolio management system consisting of four ongoing activities: strategizing, collecting, designing and executing.

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.


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 evaulated 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 Layer Strategy


Collecting Project Proposals

Project proposal coaching in the Collect Step of the Lean PPM framework.

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


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

The Decide step in the Lean Project Portfolio Management system.


Managing Approved Projects

The Execute step in the Lean Project Portfolio Management System

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


By loading the video, you agree to YouTube's privacy policy.
Learn more

Load video

Why Customers Trust Meisterplan for Their Portfolio Management

“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) at TRUMPF

30 days of 100% free trial | No credit card required

Meisterplan customer Dennis Riedel