Templates for Lean Project Portfolio Management™

PPM Responsibilities:

• Brings in initiative
• Captures initiative and details it out in the project proposal
• Presents project proposal to Pipeline Review Committee (if required)

Typical Organizational Role: 

• Manager
• Key Account Manager
• Expert

PPM Responsibilities:

• Responsible for all or part of the company’s project portfolio (e.g., for a business unit or a program)
• Guides other roles through the entire process
• Translates strategy into project prioritization criteria
• Supports Initiator during idea phase, for example, by facilitating resource requirement estimates
• Creates portfolio suggestions
• Prepares decision-making meetings (outside of execution phase)

Typical Organizational Role: 

• Head of PMO
• PMO Team Member
• Business Unit Manager
• Program Manager
• IT Coordinator

PPM Responsibilities:

• Reviews, evaluates and prioritizes initiatives

Typical Organizational Role: 

• Department Manager
• Business Expert

PPM Responsibilities:

• Responsible for seeing strategy through to execution by using successful project portfolio management
• Exerts control over active portfolio
• Makes decisions regarding issues in active portfolio
• Decides on the future project portfolio and the respective budgets

Typical Organizational Role: 

• Senior Manager
• Executive

PPM Responsibilities:

• Reports project status
• Reports project resource requirements
• Escalates project issues
• Presents project to decision-making board (if required)

Typical Organizational Role: 

• Project Manager

PPM Responsibilities:

• Ensures correct mapping of resources to roles & skills
• Staffing: (re-)assigns resources to projects
• Resolves day-to-day/tactical resource management issues

Typical Organizational Role: 

• Team Lead

PPM Responsibilities:

• Works on assigned projects

Typical Organizational Role: 

• Any employee

PPM Responsibilities:

• Responsible for executing strategy through individual projects
• Exerts control over active projects
• Makes decisions regarding issues in active project
• Resolves project management challenges

Typical Organizational Role: 

• Department Manager
• Senior Manager
• Executive

PPM Responsibilities:

• Develops roles and skills with business unit leaders
• Defines with business unit leaders who has booking rights on each role

Typical Organizational Role: 

• HR Manager

PPM Responsibilities:

• Keeps record of employment up-to-date, including hire/termination date, departmental allocation, work schedule, and holidays

Typical Organizational Role: 

• HR Assistant

PPM Responsibilities:

• Works with Portfolio Coordinator to translate strategy into evaluation criteria (Strategy Workshop)

Typical Organizational Role: 

• Manager