Resource Index > Organizational Resources > Portfolios and Managing Multiple Projects

Portfolios and Managing Multiple Projects

As your organization becomes more project oriented, you may have problems allocating people and resources across multiple projects. Project team members may complain of being whipped around by multiple responsibilities and unclear priorities. Read on for some know-how, tips, and advice on managing multiple projects while keeping the company focused on clear, strategic goals

How can we help you get better results while manage multiple projects?

Examples of Managing Multiple Projects
Are you trying to figure out how to juggle multiple projects at once and keep them all going? The case studies and templates here come from groups that have managed to do it, and survived to tell the tale.

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  • Portfolio Data Collection Letter
    An example internal memo soliciting input for a comprehensive list of the work currently underway or proposed in an organization in order to establish a project portfolio management process or perform a "physical inventory" on a current portfolio. Contains a detailed list of project and non-project work.
  • Multi-Project Kickoff Meeting Agenda
    Sample agenda for a meeting kicking off several projects at once, to launch a portfolio or orient (or re-orient) a team to their project set, relative priorities, and how it all fits in with business objectives.
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Guidelines and Suggestions for Managing Multiple Projects
Ensure new projects are created with a unifying strategic vision or theme, and make sure you know exactly how many projects your organization is currently undertaking and why. Allocate resources with a clear idea of possible returns, probable value, and how much work people are actually doing.

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  • Take Five.
    Feeling overwhelmed by multiple projects? 25 minutes, a deep breath, and a pen and paper can help you get re-focused.
  • Tying Projects to Organizational Strategy
    Understanding why you're doing a project and why it's important to your organization makes decisions about how to do it much easier.
For Members
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For Subscribers
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  • Introduction to Project Portfolio Management
    A presentation template to help you make the case for portfolio management in your organization and explain what it really involves.
  • Portfolio Manager Job Description
    Description of responsibilities typically assigned to a Project Portfolio Manager.
  • Opportunity Screening Worksheet
    This is an Opportunity Screening worksheet used to help determine if an idea is worth enough to the company to commission a product development project. The management team at your organization can use this worksheet to evaluate a number of factors in determining if a new product development project should be undertaken and identify the important issues in making that decision.
  • Strategic Project Prioritization Worksheet
    An Excel template for analyzing and ranking project candidates under consideration for inclusion in a project portfolio. Rankings are based on the degree to which each project contributes to the organization's overall goals and related strategies.
  • Setting Strategic Project Selection Criteria
    Typical strategic categories of project selection criteria, and a guideline for using these categories to screen candidate projects for your organization's portfolio. Designed for use with our companion worksheet.
Other Options
  • See our book list for more portfolio management references.
  • Project Selection Bundle
    This bundle provides templates and guidelines to explain the benefits and provide tools for proposing project ideas with a business focus, evaluating ideas using different strategic criteria, and selecting the projects that really should make the cut.
Typical Issues with Portfolio Management and Answers to Common Questions
Mushrooming projects and ostriching executives can sabotage even the most orderly steering committee. Find out how to handle things when people start doing an end-run around your process, and how to ensure they see the value in it.

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  • How to Get Value out of a Project Management Office (PMO)
    This paper from International Institute for Learning and EPM Solutions takes an executive-level look at the elements of the PMO that can dramatically increase the probability of your organization meeting its goals. It focuses on four major processes: Choosing the right projects via a new kind of strategic planning, permanently linking strategies to projects, managing the project portfolio correctly, and measuring the PMO correctly.
  • The Role of Executives in Project Portfolio Management
    This presentation compares the role of a project portfolio manager to that of a "financial portfolio manager," and the executive to that of a client with a personal financial portfolio. For PMs who need to pry their executives out of day-to-day decision-making and back up to the 10,000-foot view, or executives who are trying to coach their PMs to let them out of the ground-level decisions, this presentation provides valuable insights and strategies.
For Subscribers
These resources are for Premium subscribers. Subscribe to get access, or find out more about our free trial for new subscribers.
  • Agile Technique Brief: Project Value Models
    Learn to reach agreement on the project purpose, risks, constraints, assumptions, and more, and use that information to decide which projects and features to develop, prioritize them, and keep the priorities consistent with changing circumstances, even in an Agile environment.
  • Simple Portfolio Status Report
    A useful and effective approach for reporting multi-project, high-level status regularly to executives.
  • Project and Pipeline Status Report - 3 page format
    Comprehensive but concise and easily-scanned status report for reporting to management. Includes project summary status, detailed status, and an overall pipeline status dashboard.



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