PPM in a Nutshell
Are you looking for a summary of the most important aspects of Lean Project Portfolio Management™? Here you will find templates and guides for:
Lean Project Portfolio Management™ Templates: Roles and Responsibilities
In Lean Project Portfolio Management™, it’s important that a sensible division of labor is established through clearly defined responsibilities. Use the following roles in your organization to create a working Lean PPM™ framework.
|PPM Role||PPM Responsibility||Typical Organizational Role|
|Initiator||Management, Experts, Key Account Managers|
|Portfolio Coordinator||Head of PMO, PMO Team Member, Business Unit Manager, Program Owner, IT Coordinator|
|Pipeline Review Committee Member||Department Managers, Business Experts|
|Portfolio Board Member||Senior Management|
|Project Lead||Trained Project Manager|
|Resource Manager||Team Lead|
|Team Member||Any employee|
|Execution Steering Member||Department Managers, Senior Management|
Lean Project Portfolio Management™ Templates: Meetings & Participants
The Lean PPM™ framework ensures overall project portfolio coordination efforts are in fact lean in nature. With that in mind, it’s important to only set up the truly necessary meetings and make sure they are efficiently conducted through good preparation.
|Meeting & Participants||Input||Output||Activities||Proposed Frequency|
|Pipeline Review Committee||At least Monthly|
|Portfolio Board||Monthly to Quarterly|
|Resource Conflict Resolution||Weekly|
|Strategy Workshop||Every 6-12 Months|
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