Project Portfolio Management – Current State Scorecard

Take stock of your Project Portfolio Management practices and chart a strategy for success

Project Portfolio Management can feel like a balancing act. Success depends on aligning with business goals, right-sizing expectations, eliminating waste, and getting reporting, resourcing, prioritization, and throughput right. Use this report to understand your current strengths and weaknesses in these areas, then follow Info-Tech’s customized roadmap of practical and prioritized action items to optimize your PPM practices.


Sample Report

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Current State Overview

  • Measure and communicate success in terms of Info-Tech’s best practices for PPM, which are derived from COBIT (a globally accepted framework used by businesses to optimize the value of IT), feedback from our membership, and the experience of our analysts
  • Visualize your PPM environment based on the portfolio owner’s knowledge and perceptions
  • Identify areas of weakness and opportunities for improvement, and justify allocation of resources and effort toward these goals
Current State Gauge

Actions Roadmap

Recommended Actions Roadmap

Practical and prioritized advice for your particular situation. This section consolidates the customized action items arising from your scores, and presents this information in a unified format to guide your next steps.


Report Area Details

These sections provide the context for your scores and recommended action items, communicating why these measurements matter and which are most important for you to address. Understand your scores on an in-depth level for each report area:

  • Project Portfolio Management
  • Project Management
  • Customer Management
  • Resource Utilization
Area Details

Team Alignment

Team Alignment

If more than one team member completes the survey, your report will include team alignment pages for each section. Use these pages to draw out insights, facilitate knowledge transfer, address gaps and discrepancies, and make sure your team is on the same page.

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