Portfolio Operating Plan for Small Enterprise

Author(s): Brian Frank, Travis Duncan

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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.

View the Complete Blueprint:

Formalize Project Portfolio Management for Small Enterprise

Make big gains in small steps.

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