6 Project Portfolio Management Template

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According to the Project Management Institute (PMI), project portfolio management is the “centralized management of one or more portfolios that enable executive management to meet organizational goals and objectives through efficient decision making on portfolios, projects, programs, and operations.” Essentially, you

What does a project portfolio manager do?

Project portfolio managers oversee the management of the project portfolio which includes approving or rejecting project and program ideas. They are responsible for getting a return on investment and meeting the goals and objectives of their organization.

What should be included in a project management portfolio?
Remember, each project that you cover in your portfolio should include the problem you approached, what you did to solve it, and the results of your solution. From this structure you can really experiment and make your portfolio a project in which the goal is proving what sets you apart from other project managers.

How do you create a portfolio strategy?

  • Step 1: Assess the Current Situation.
  • Step 2: Establish Investment Objectives.
  • Step 3: Determine Asset Allocation.
  • Step 4: Select Investment Options.
  • Step 5: Monitor, Measure, and Rebalance.
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    What are the 3 IT project portfolio categories?

    Three General Types of Portfolios

  • Value creating: Strategic or enterprise projects.
  • Operational: Projects that make the organization more efficient and satisfy some fundamental functional work.
  • Compliance: "Must-do " projects required to maintain regulatory compliance.
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    What are the types of portfolio management?


  • Active Portfolio Management. The aim of the active portfolio manager is to make better returns than what the market dictates.
  • Passive Portfolio Management.
  • Discretionary Portfolio Management.
  • Non-Discretionary Portfolio Management.
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    What are the four steps in the portfolio management process?

  • Executive Framing. The executive framing is always first.
  • Data Collection. The next step is to collect the data.
  • Modeling and Analysis. Modeling and analysis are best done by someone (or a team) with both modeling and business savvy.
  • Synthesis and Communication.
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    What is a portfolio of a project?

    What Is a “Portfolio” in Project Management? A portfolio is a collection of projects and programs that are managed as a group to achieve strategic objectives. An organization may have one portfolio, which would then consist of all projects, programs, and operational work within the company. via

    What are the 5 major processes of project management?

    The project life cycle includes the steps required for project managers to successfully manage a project from start to finish. There are 5 phases to the project life cycle (also called the 5 process groups)—initiating, planning, executing, monitoring/controlling, and closing. via

    What is the ideal number of pieces in a physical portfolio?

    How many examples of work should a design portfolio include? That's a tricky question, but you should aim to fill at least 20 pages of a physical folio, and at least 30 examples for an online space. via

    What is a portfolio manager salary?

    While the BLS reports the median annual portfolio manager salary was $81,590 in 2019, salaries vary. For example, the top 10% of earners made more than $156,150; the bottom 10% of earners made less than $47,230. Below are some factors that may explain this wage gap and why portfolio manager salaries vary. via

    What makes a good project portfolio manager?

    You need strong people management skills, a respect for processes, and an understanding of financial data. Remember, the overall objective is to allocate the right investments to build the right things. via

    What are suggested skills for project managers?

    Project manager soft skills

  • Leadership. Project managers are the project leaders and often, the team leaders too.
  • Communication. Any project management skills list is sure to include communication near the top.
  • Collaboration.
  • Time management.
  • Organization.
  • Problem solving.
  • Adaptability.
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    What are the portfolio techniques?

    Portfolio management (PM) techniques are the systematic methods for analyzing or evaluating a set of projects or activities for achieving the optimal balance between stability and growth, risks and returns; and attractions and drawbacks. via

    What is portfolio management what are the tools and techniques?

    Portfolio Management (PM) techniques are systematic ways of looking at a set of projects or activities or even business units, in order to reach an optimum balance between risks and returns, stability and growth, attractions and drawbacks in general, by making the best use of usually limited resources. via

    What are the three phases of project portfolio management?

    The Project Management Institute (PMI) defines three phases to the portfolio lifecycle or process: plan, authorize, and monitor and control. via

    What is a portfolio sample?

    A portfolio is a sample of your career related skills and experiences and should be presented in your own creative style. It should also indicate if any parts of the portfolio should not be copied. via

    What is the first step in portfolio management?

    The first step in the portfolio management process involves the construction of a policy statement. The policy statement specifies how much and which types of risk the investor is willing to take. The aim is to understand and articulate investment goals and constraints as accurately as possible. via

    What is brand portfolio example?

    Examples of brand portfolio

    Take the case of the Coca-cola company. The coca-cola is a brand umbrella for all other brands of this company. Another similar example of a brand portfolio is the example of PepsiCo. PepsiCo is the umbrella brand for several different brands of beverages and food products. via

    How do I manage my portfolio?

  • Create a strategy.
  • Analyze your portfolio.
  • Ensure better alignment of your portfolio.
  • Manage your portfolio.
  • Focus on one step at a time.
  • Monitor the approach.
  • Use appropriate software.
  • Monitor costs and reduce expenses.
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    What is Project Portfolio Matrix?

    A portfolio matrix is a chart used to define products in terms of both the growth in their industry and their specific market share. The vertical axis of the chart is for growth in the industry, and the horizontal axis is for the market share of the specific product within that industry. via

    How do you evaluate a project portfolio?

  • Maximize the value of the portfolio;
  • Seek the right balance of projects, thus achieving a balanced portfolio;
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    What are the 5 types of portfolio?

    5 Types of Portfolio Examples

  • Project Portfolios. Focused on the work from an individual project.
  • Growth Portfolio. Show progress toward competence on one or more learning targets.
  • Achievement Portfolios. Document level of student achievement at a point in time.
  • Competence Portfolios.
  • Celebration Portfolios.
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    What are the 4 types of portfolio?

    Types of Portfolio Investment

  • The Aggressive Portfolio.
  • The Defensive Portfolio.
  • The Income Portfolio.
  • The Speculative Portfolio.
  • The Hybrid Portfolio.
  • Conclusion.
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    What are the 4 types of stocks?

    4 types of stocks everyone needs to own

  • Growth stocks. These are the shares you buy for capital growth, rather than dividends.
  • Dividend aka yield stocks.
  • New issues.
  • Defensive stocks.
  • Strategy or Stock Picking?
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    What are the main phases of portfolio management?

    Steps involved in Portfolio management process

  • Identification of objectives and constraints.
  • Selection of the asset mix.
  • Formulation of portfolio strategy.
  • Security analysis.
  • Portfolio execution.
  • Portfolio revision.
  • Portfolio evaluation.
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    What is the portfolio process?

    Definition of Portfolio Management Process

    The portfolio management process is an integrated compilation of steps implemented in a consistent way to create and manage a suitable portfolio of assets to achieve a client's specified goals. via

    What are the major functions of portfolio management?

    Portfolio management is the selection, prioritisation and control of an organisation's programmes and projects, in line with its strategic objectives and capacity to deliver. The goal is to balance the implementation of change initiatives and the maintenance of business-as-usual, while optimising return on investment. via

    How many projects should be in a portfolio?

    The perfect number of projects to have in your portfolio at any time should be between 4-6 projects. This number of projects allows you to clearly communicate the type of work you enjoy doing and want to continue to create. via

    What is a portfolio team?

    A Portfolio Team looks after the portfolio of Epics and are a key stakeholder group of the Product Owner Team. “, I identified a key objective for the Product Owner Team: “Provide timely information to the Portfolio Management for investment decisions”. Visibility is important to support an enterprise agile program. via

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    Project portfolio management dashboard offset analytics

    Project portfolio management dashboard offset analytics

    Project portfolio management spreadsheet

    Project portfolio management spreadsheet

    Document project portfolio management

    Document project portfolio management

    Project portfolio dashboard template management

    Project portfolio dashboard template management

    6 project portfolio management excel template

    6 project portfolio management excel template

    Product Portfolio Management Tools Comparison Criteria

  • Market demand analytics.
  • Resource allocation and resource management for products (Gantt charts, etc)
  • Product rebranding tools.
  • Product pipeline processes and workflows.
  • Business goal tracking for measuring against business objectives.
  • Step 1: Assess the Current Situation.
  • Step 2: Establish Investment Objectives.
  • Step 3: Determine Asset Allocation.
  • Step 4: Select Investment Options.
  • Step 5: Monitor, Measure, and Rebalance.