PPM Strategic Plan Template

Author(s): Travis Duncan, David Lee, Barry Cousins

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This template will help you compose a comprehensive project portfolio (PPM) strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an analysis to support the business case for improving PPM.

The PPM strategic plan has the following sections:

  • Project Portfolio Management Strategy, Expectations, and Leadership Mandate
  • Project Demand and Resource Supply
  • The Current State of Resource Utilization
  • PPM Processes: project intake, prioritization, and approval; resource management; portfolio reporting; project closure; benefits realization; and tools for PPM
  • The Economic Impact of PPM
  • PPM Strategy Next Steps

For instructions on how to use this template with your own data, consult the blueprint, Develop a Project Portfolio Management Strategy.

View the Complete Blueprint:

Develop a Project Portfolio Management Strategy

Drive IT project throughput by throttling resource capacity.

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