Project Management

Conversations in Portfolio Management


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Top Influencers

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Lars Kristian Hansen Associate professor| Aarhus Universitet Aarhus, Denmark
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Michael Knapp Michael Knapp and Associates Bundeena, Nsw, Australia
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Dr Chris Stevens Sydney, Nsw, Australia
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Joana Geraldi Academic Faculty Member| Technical Univeristy of Denmark Denmark
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Stewart Clegg Professor| University of Sydney Australia
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Shankar Sankaran Professor Organizational Project Management| University of Technology Sydney Dee Why, Australia
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Catherine Killen Professor| University of Technology Sydney Australia
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Hedley Smyth Emeritus Professor| UCL, London London, Eng, United Kingdom
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Jeff Scales Dr. Jeff Scales| University of Technology Sydney Sydney, Nsw, Australia
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Andy Jordan President| Roffensian Consulting S.A. Cherry Grove, AB, Canada

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by John Reuben, Peter Keane
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Turn constraints into better decisions using planning logic, data, and AI to improve stakeholder alignment and outcomes.

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Save Time With Tools + Templates

Key Performance Indicator Spreadsheet Template

PREMIUM deliverable
by Mark Mullaly, Ph.D., PMP

Key Performance Indicators (KPIs) are ways of measuring and monitoring project health. This template provides structure to outlining and articulating measures. It is the means of defining the KPIs that will be used, how they will be measured, and how they should be interpreted.

Project Portfolio Dashboard

deliverable
by Ahamed Sajid

The Project Portfolio Dashboard is a template for portfolio/project managers to present the status of multiple projects in one file. It helps the PMs to track the financial health of a project, and also helps highlight when actions are required for projects that have cost overruns. Most suitable for small to medium software development projects.

Portfolio Financial Planning Worksheet

PREMIUM deliverable
by Andy Jordan

Organizations plan portfolios based on the available funds for discretionary investments. However, that can get complex quickly. As a result, organizations usually have less money available than they think. This worksheet helps identify the point at which the available funds run dry.

Portfolio Review Checklist

PREMIUM checklist
by Andy Jordan

In addition to regular management activities, the portfolio should also be subjected to a more formal quarterly review, and that’s what this checklist is designed to support. It provides the portfolio manager with a structure for the review process and allows the meeting(s) with leaders to focus on the critical elements of the portfolio.

Learn From Others

Change Management at the Portfolio Level

by Andy Jordan

One aspect of portfolio management is under-appreciated, and as a result, less than ideally managed. Organizational change isn’t even on the radar of many portfolio management functions. That must change.

Agentic AI: The Potential...and the Threat

by Andy Jordan

Agentic AI is becoming the hottest trend in AI around portfolio and project delivery. Does it have the potential to deliver meaningful performance gains? Or should PMs be scared of it?

The AI Data Surge

by Andy Jordan

When AI tools are implemented at the work level, they can produce a lot of data. Upstream systems must be ready to consume that...which might be a problem.

Revolutionizing Project Selection With AI

by Antonio Nieto

Artificial intelligence offers a powerful solution to the limitations of traditional project selection and prioritization methods. Here are four reasons why organizations are investing in developing and training their AI algorithms.

Optimizing Project Environment Efficiency (Part 1)

by Andy Jordan

In most organizations, there are plenty of opportunities to reduce the cost of delivering projects—but it requires an enterprise-wide perspective to identify and address the opportunities.

Understanding PMO Complexity

by Andy Jordan

It’s overly simplistic to suggest that one particular type of PMO can be responsible for ensuring the right projects are done, while another type focuses on ensuring that those projects are done in the right way. Project environments are complex, and the PMOs that are responsible for managing those environments need to understand that.

Portfolio Capacity and Capability Assessment

by Paul Bird

How well do we match our project portfolio ambitions with our ability to deliver? There are some considerations that a project organization should be assessing as it builds its annual budget and business plan.

Topic Teasers Vol. 161: How Do I Do Portfolio Management?

by Barbee Davis, MA, PHR, PMP, PMI-ACP, PMI-PBA

Question: We’re a company that was a startup, and we’ve had great success. One of the founders ask me to work with a team to decide if we needed to set up a portfolio management part of the business. I’m a project manager, but I have no experience in this—and to be completely honest, I’m not even sure exactly what it is. Is there value to our adding this layer to a relatively new organization?

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