PPM in a Nutshell
Are you looking for a summary of the most important aspects of project portfolio management? Here you will find templates for:
PPM roles and responsibilities (Download)
PPM meetings and governance (Download)
A coordinated overall flow (Download)
Project Portfolio Management Templates: The Most Important Roles for Your PPM
In project portfolio management as in any other process, it is important that through clearly defined responsibilities a sensible division of labor is established. Who does what, with, and for whom? Use the following roles in your organization to create a working, lean PPM.
|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 Leader||Trained Project Manager|
|Resource Manager||Team Lead|
|Team Member||Any employee|
|Project Steering Committee Member||Department Managers, Senior Management|
Project Portfolio Management Templates: These Meetings Are Indispensable
A lean process requires a consistent, clear understanding of coordination and decision-making rounds. So, only set up the truly necessary meetings for your PPM, and ensure the meetings are efficient 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|
|Project Steering Committee||At least Monthly|
|Strategy Workshop||Every 6-12 Months|
Project Portfolio Management Templates: Rough Sketch of the PPM Process
How do the tasks and results of the different meetings interact? In the following graphic, we have reduced the complexity to a minimum.
We hope these project portfolio management templates help you to implement your projects. And, we would be happy to support you further. Because a carefully thought-out process makes it easier for you to implement the right PPM system for your organization, we encourage you to learn more about PPM and its core discipline, resource management.
What Should You Do Next?
Did our templates convince you? Then we have good news: on the next page, we deliver your Lean PPM process. You can also read more about project portfolio management and resource management. Or start with Meisterplan, your Lean PPM and resource planning tool.