Use this template to document decisions, policies, and procedures around your portfolio operating plan.

  • Formalize goals and metrics.
  • Clarify roles and responsibilities.
  • Define workflows and requirements.
Follow the advice in the Formalize the Project Portfolio Management for Small Enterprise blueprint to create and refine the outputs for this template.

Also In

Formalize Project Portfolio Management for Small Enterprise

Make big gains in small steps.

Related Content

Social

Get Access

Get Instant Access
To unlock the full content, please fill out our simple form and receive instant access.