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Does your organization deal with multiple projects at the same time? If yes, you may have encountered a few cases of mismanagement, overlap, or dreadful extension of deadlines.
Is there a way for your organization to ease out of this paradox that is draining resources if not kept in check?
Project portfolio management is your way out as it involves simultaneous monitoring of like or unlike projects to map your company's primary and long-term strategic outcomes. Simply put, you analyze the ongoing projects while looking at the bigger picture, aimed at drawing long-term benefits with this management tool.
Since project portfolio management conforms to a mega-analysis, there has to be a defined procedure that outlines how companies must go about it.
Let’s visit the structure and help you with templates to design one for yourself.
Project Portfolio Steps With Templates
Project portfolio management abides by a systematic approach at surveying the ongoing projects to filter out the high-yielding among them and reorganize budget expenditure simultaneously. Broadly speaking, it comprises of the following 7 steps.
- Setting the broader strategy and creating an inventory.
- Assembling the ongoing projects.
- Filtering and prioritization of projects that meet the broader objective.
- Reformation and revamp of filtered projects.
- Budget amendment.
- Risk analysis and benefit scoping
- Generating portfolio reports intervally.
Having stated this, let’s explore the abundance of templates that we have for you!
Template 1: Project Portfolio Management with KPI and Dashboard PPT
In every business vertical execution is as important as analysis. Use this KPI management and dashboard’ templates to check how well your project portfolio management(PPM) is faring. The graphs, charts, and sheets within this PPT presentation enhance your visualization of various parameters including risk assessment associated with the PPM. Download this PPT layout now!
Template 2: Project Prioritization Model PPT Presentation
A crucial aspect of PPM is to analyze the ongoing projects and prioritize them according to the best and the long-term interests of the company. Get a lead with this PPT presentation. Compare the ongoing projects based on the value they are adding and scrutinize the ones yielding minimum profits. Define parameters and compare those active projects in terms of their profitability with this 38-slide PPT presentation. Download now!
Template 3: Project Prioritization and Selection PPT
Create an all-encompassing report on project prioritization and selection with this 37- slides PPT presentation. Perform a current state analysis, followed by stating the criteria and need for selecting projects; enlighten your audience about the objectives. Using graphs and thoroughly researched data, explain the impact of using prioritization techniques in the business. Illustrate the different models that can be used to classify projects with their proper comparison and metrics. Deploy this graphically enriched template now.
Template 4: Funnel Project PPT Presentation
Within the project prioritization comes the crucial task of filtering out initiatives that align with the company's strategic objectives. This template is designed to help you achieve this filtration with a funnel. Define the various criteria that qualify a project to be taken forth using this 17-slide PPT presentation. Download now!
Template 5: Project Budget PPT Presentation
Assess the finance consumption with this project budget template. Create a thorough insight into the actual vs budget statement of different projects with this presentation. You can either create a single report encompassing all other projects within the portfolio with this PPT presentation. Focus on the work breakdown structure, activities sequence, and project cost estimate via designated dashboards. Download this highly graphical PPT presentation now!
Template 6: Project Next Steps PPT Presentation
Once you have thoroughly analyzed the ongoing projects and prioritized them according to the PPM objectives, it is time to reform the operations of individual projects. Use this PPT presentation to shuffle the slow-moving, and low-yielding aspects of those individual projects and optimize them to meet the strategic objectives of the company. Perform issue resolution, project scheduling, and implementation using this 18-slide template. Download now to get started!
Template 7: Project Risk Assessment PPT
Every project involves risk and being a project portfolio manager, you should know the art of balancing risks with rewards correctly. To get started on this, here is a PPT template to assess the risks associated with the constituent projects and devise mitigation strategies. Use tables, risk maps, and dashboards for this. Prioritize and readdress their resource consumption with this PPT design to minimize damage. Download this template now!
Template 8: Project Delivery PPT Presentation
Reorganize your projects based on their profitability when framing a project portfolio with the templates of this presentation. Plan their effective delivery by reforming the budget, and optimization of operations by researching this presentation idea. Focus on aspects such as on-time project delivery, comparison of software in this regard, and a review of employee performance under this. Download this fusion of 19-templates from below!
Template 9: Project Tracker PPT Presentation
A crucial function of forming a project portfolio is to assess the duration of individual projects and check if they don’t drain the company's wealth and time. Explore the nuances of this important responsibility with this PPT presentation. Track monthly reports of employees and the delivery of individual tasks of projects with this 18-slides PowerPoint presentation. Use the inbuilt graphs and dashboards to make the stats more comprehensive. Download now!
Template 10: Project Chart PowerPoint Presentation
Here is a PPT presentation to define the various facets of a project using charts. Use its visually pleasing graphics to illustrate the scope, feasibility, and project status at a particular time. Gantt charts, bar graphs, and pie charts are the frequently utilized graphical components in this 17-slides PPT presentation, that express this information effectively. The download link can be found below.
Template 11: Project monthly Report PPT
Assign newer horizons to the prioritized projects with this PPT deck. Define milestones and plan ahead using Gantt charts, excel linked sheets, etc. Create a checklist of the tasks accomplished over time and attempt to recover the lost efficiency. Download this 17-slides informative PPT template now!
Template 12: Project Deliverables PPT Presentation
Use this 29-slides PPT presentation to help your team understand a project's objectives. Share the reformed deliverables including the budget highlights, work breakdown structure, activities sequence, and a thorough communication plan for the respective project. Duplicate this PPT presentation for other projects of the portfolio to cover multiple undertakings. Download now!
Template 13: Clientele Portfolio Management PPT
Introducing a 36-slides composition of portfolio management for your client. Share your proposal to revamp the company’s efficiency and revenue. Focus on the current investments, identify the top-performing assets, and reform the funding expenses. After sharing both facts and graphics connotations of this analysis, estimate the risks and ROIs with your strategy in place. Create a detailed report for your clients using this PPT presentation.
Template 14: Portfolio Management System Scorecard
Keep track of the operations under a project portfolio and monitor stats with this scorecard presentation. Monitor budget, timelines, and risks separately with the 19 templates in this PPT presentation. Assess your portfolio’s performance by downloading this template and comparing stats.
Template 15: Portfolio Risk Management and Suitability
Analyze the risks associated with different projects and elaborate on the risks of new undertakings that fall under your project portfolio. Assess this matter with this 79-slides presentation. Compare benefits with drawbacks and help your team understand the stakes. Download this comprehensive template now!
Template 16: Project Portfolio Report
Tally the portfolio reports after every interval with this PPT template. Compare the various parameters at stake and issue this report as a mix of all those assessments. Tally budget, opportunity scores, and work status with the creative infographics and charts provided in this PowerPoint template. Scroll below to download this 12-slides PPT presentation.
Template 17: Project Portfolio Status PPT
Here is another 14-slides PPT presentation to keep the team updated on the portfolio status. The color-coded graphs and Gantt charts add an interesting touch to this presentation. Share the status of the budget, and other project deliverables in a creative manner with this PPT presentation. Download now!
Template 18: Project Portfolio Report with Priority Template
Share the statuses of your portfolio projects with this metric template. Identify the portion completed, in progress, and not yet started. Similarly, assign the priority status along with specifying the project manager’s names with this pictorial template. Download now.
Template 19: Project Portfolio Metrics and Dashboard Template
Track your project duration and delivery period with this vibrant dashboard template. The combined effect of Gantt charts, pie charts, and bar graphs helps in the easy visualization of the above-mentioned parameters. Moreover, color-coding can help you track these milestones for multiple projects simultaneously. Get ahead of your competitors by downloading this template now!
Template 20: Project Portfolio Roadmap PowerPoint Slide
Here is another graphical template to depict the portfolio delivery roadmap, financials, the risk associated, and the budget allocated to projects under it. A mix of Gantt charts, bar graphs, and labels endows pictorial visibility of these parameters, hence coming in handy when delivering portfolio meetings. Download now!
Template 21: Project Portfolio Management Process With Control Template
Determine the structure of your project portfolio with this flowchart template. Include the overall conduct of operations and the feedback loop to create an efficient portfolio system. Tailor this flowchart according to your company portfolio and download it now to represent yours.
Template 22: Project Portfolio Management System Scorecard Template
Here is an all-in-one dashboard for comparing projects within a portfolio. Analyze multiple projects based on their priorities, activity status, and budget expenditure, with a brief inking of the risk involved in this spreadsheet. Maintain this scorecard of projects and update it due to its editable nature. Download now.
Template 23: Project Health Management Dashboard
Use this template to analyze the project's health. Focus on the parameters like benefits, costs, issues, progress, risks, and scope. Use color-coding to assign projects based on their favorability and feasibility. Download this creative graphical template now.
Template 24: Risk Address in Project Portfolio PPT Template
One of the primary goals of setting a portfolio is analyzing the risk status of projects and reducing it. Use this template to categorize projects based on their risk status as an extreme medium, high, and low. Furthermore, decide on your risk mitigation activities and distinguish them as open, closed, mitigated, or improving. Then create a visual representation with a bar graph. To download this highly engaging PPT template, visit the link below.
Template 25: Project Portfolio Scorecard With Project Status Template
Use this tabulated template to analyze your multi-project portfolio. State your 6-month report using a combination of Gantt charts and color-coded tables given in this PPT slide. Share an analysis of the budget, resources, and risks involved. Specify the timeline corresponding to project initiation and completion to create an informative portfolio scorecard. Download this template now!
Template 26: Value Management Project Portfolio Template
Here is a single slide to highlight the idea of project portfolio management i.e. to allot value to different operational projects. A steep curve as shown in this template guides the audience through processes like identifying the needs, formulating and evaluating opportunities, strategizing, and implementing. All of these steps converge into the purpose of setting a project portfolio and are wonderfully depicted by this PPT template. Download this diagrammatic template now!
Template 27: Project portfolio Timeline With Efficiency Status Template
Analyze the duration and efficiency of individual projects comprising a portfolio with this Gantt chart template. Use color coding to characterize the various projects as controllable, neutral, or beyond control. Deploy this effective template now!
Template 28: One-Page Project Portfolio Status Report
Use this one-page template to talk about the status of the underlying projects. A creative mix of Gantt chart and pie chart, allows you to graphically determine the health of various active projects. Monitor the budget cost and consumption of resources by these individual projects so as to optimize their exhaustion. The download link to this one-page project portfolio template is given below.
Template 29: Project Portfolio One Page Summary Template
Introducing a one-page project portfolio template to talk about the summary of all projects encompassed by it. Specify the project types, their key details, and stakeholders involved with this graphical template. Start editing this professionally designed template by downloading from the link below!
Template 30: Project Portfolio Management One Page Strategy Template
Here is a one-page project portfolio template to share the framework of its constituent project. Create multiple copies of this editable template to concisely explain the reformed way of conducting a project including a revised budget and team setup. Download this template now.
This is just a small portion of the plethora of the project portfolio templates available on our website. If your company is witnessing revitalization owing to a revision of your ongoing projects, it’s a moment to document and inspire the entire organization. We want to ensure that this excitement persists for a long time, by offering the most compatible templates in the industry. Hurry, download them now!
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