Portfolio Management

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Upcoming Webinars

The Orchestrated Enterprise: Aligning AI Productivity, SAFe® Governance, & Cloud FinOps

Sep 10, 2026 10:00 AM EDT (UTC-4)

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While generative AI tools promise unprecedented developer velocity, enterprise delivery leaders face a growing paradox: localized coding speedups rarely translate into predictable product delivery or bottom-line business value. Without structural governance, unchecked code generation pushes bottlenecks downstream into integration testing, security compliance, and uncontrolled multi-cloud infrastructure costs.

How PMOs Turn Strategy into Results with OKRs

Sep 30, 2026 10:00 AM EDT (UTC-4)

webinar

***PMI Led Webinar*** Most organizations don't struggle to define OKRs, they struggle to execute them. PMI and OKRMentors explore how PMOs build the culture that turns strategy into outcomes.

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Sustainability: When Ambition Meets Reality

by Taiwo Abraham, Michael O'Connor, Rupal Bhandari, Lucila Dotto, Jean-Baptiste PERRIN

June 30, 2026 | 61:00 | Views: 10,553 | PDUs: 1.00 | Rating: 4.65 / 5

**This is a PMI Led Webinar** 85% of executives are confident their organization can achieve its sustainability goals. Only 43% of PMO leaders agree. Join PMI to unpack the six friction points that explain the 42-point confidence gap.

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Who Decides When Cyber Risk Disrupts Programmed Delivery? Inside the First 48 Hours of Governance, Escalation, and Decision-Making

by Estelle Detrembleur MBA ChPP FAPM PDHyp

May 19, 2026 | 63:02 | Views: 3,096 | PDUs: 1.00 | Rating: 4.50 / 5

Cyber risk is no longer only a technical concern, it is a delivery, governance, and decision-making challenge that directly affects organizational confidence, priorities, and trust. Yet in many organizations, decision authority during cyber disruption remains unclear, fragmented, or contested across functions.

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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.

Project Portfolio Management: Implementing a Common Methodology and Creating Awareness

PREMIUM presentation

by Valentina Enache

How do your projects feed the company's strategic goals? How does a project enter in the portfolio? Use this presentation as a starting point to go over the basics of PPM, including feasibility studies, opportunity assessments, the project lifecycle and more!

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

Want Organizational Agility? Plan Small, Decide Fast, and Replan Often (Part 3)

by Johanna Rothman August 5, 2026

Too few organizations can consider small and iterative planning for products and the portfolio. That’s because they plan to address both product roadmaps and the project portfolio quarterly or yearly. That’s not good enough when the world changes daily.

The Framework Inside the Care: A Portfolio Lens for a System Under Strain

by Donna Harvin-Graham July 21, 2026

Continuity can be fragile in healthcare. A portfolio perspective does not replace clinical expertise; it reinforces the underlying architecture that makes it possible. It brings coherence to decisions, stability to operations, and a more consistent experience.

Is There Enough ‘Management’ in Portfolio Management?

by Andy Jordan July 9, 2026

Portfolio managers are like entertainers who spin plates on top of wooden poles. They run around, constantly re-spinning different plates. It can easily become chaotic, but the best of them always seem as though they are in control. That’s modern portfolio management.

5 Steps to Reach Total Capacity Management

by Latoya Morris, PMP April 30, 2026

By integrating capacity data into portfolio governance, PMOs can address chronic challenges. Use these five actionable steps to establish capacity transparency, strengthen cross‑functional alignment, and embed TCM into portfolio‑level decision‑making.

The PMO Advent Calendar: 24 Small Ways to Add Big Value

by Elizabeth Harrin December 24, 2025

It’s never too late to make meaningful changes in your PMO. Here’s a roundup of 24 small-but-mighty things to focus on to take your PMO processes and people to the next level.

Embedding Sustainability in Project Portfolios: Drivers, Barriers, and Learning Mechanisms in the Extractive Sector

by Daniel Nicholls, Masoud Aghajani, Reza Kiani Mavi, Gesa Ruge, Kam Jugdev December 19, 2025

Sustainability is no longer optional for extractive firms (mining, oil, and gas); it is central to competitiveness, social license, and long-term value. A new white paper shows how companies can embed sustainability into project portfolio management, moving beyond compliance to make it a driver of efficiency, innovation, and stakeholder trust.

Change Management at the Portfolio Level

by Andy Jordan November 5, 2025

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.

From the Caribbean to Canada: A Real-Life Lesson in Corporate Thinking

by Andy Jordan October 8, 2025

This project manager's move from the Caribbean to Canada introduced mounting challenges. He quickly discovered it shared a lot of similarities to the way that corporate portfolios have to be planned, modeled, and approved.

Agentic AI: The Potential...and the Threat

by Andy Jordan April 28, 2025

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 March 17, 2025

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.