Portfolio Management Improvement Roadmap Tool


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Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be employed more effectively through them.

This Excel workbook will allow you to record a prioritized list of improvement initiatives and establish milestones for each. It will also allow you to assign ownership of each initiative to specific roles in the organization and it will also allow you to log any major issues identified along the way.

The workbook is meant to record a high-level schedule and list of accountabilities that can be used to facilitate discussions about progress and upcoming changes with major stakeholders. This template is not meant to replace the more detailed schedule that will need to be created or maintained by the relevant project and program managers according to your organization's existing policies.

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