Develop a Project Portfolio Management Strategy

Drive IT project throughput by throttling resource capacity.

The Situation

As an IT leader, you oversee a project environment in which the organizational demand for new products, services, and enhancements far outweighs IT’s resource capacity to adequately deliver on everything.
As a result, project throughput suffers. IT starts a lot of projects, but has constant difficulties delivering the bulk of them on time, on budget, in scope, and of high quality. What’s more, many of the projects that consume IT’s time are of questionable value to the business.
You need a project portfolio management (PPM) strategy to help bring order to IT’s project activity. With the right PPM strategy, you can ensure that you’re driving the throughput of the best projects and maximizing stakeholder satisfaction with IT.

Develop a Project Portfolio Management Strategy visualization

Manage the portfolio as more than just the sum of its parts. Create a coherent strategy to maximize the sum of values that projects deliver as a whole – as a project portfolio, rather than a collection of individual projects.
Get to value early. Info-Tech’s methodology tackles one of PPM’s most pressing challenges upfront by helping you to articulate a strategy and get executive buy-in for it before you define your process goals. When senior management understands why a PPM strategy is necessary and of value to them, the path to implementation is much more stable.
Create PPM processes you can sustain. Translate your PPM strategy into specific, tangible near-term and long-term goals, which are realized through a suite of project portfolio management processes tailored to your organization and its culture.

Blueprint Contents

Develop a Project Portfolio Management Strategy – Executive Brief
Develop a Project Portfolio Management Strategy – Phases 1-3
Develop a Project Portfolio Management Strategy – Phase 1: Get Executive Buy-In for Your PPM Strategy
PPM High-Level Supply-Demand Calculator
PPM Strategic Plan Template
PPM Strategy-Process Goals Translation Matrix Template
Develop a Project Portfolio Management Strategy – Phase 2: Align PPM Processes to Your Strategic Goals
PPM Strategy Development Tool
Develop a Project Portfolio Management Strategy – Phase 3: Complete Your PPM Strategic Plan
Project Portfolio Analyst / PMO Analyst

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.6/10

Overall Impact

$71,499

Average $ Saved

Average Days Saved

Member Testimonials
Client	Toronto Community Housing Corporation
Experience	Guided Implementation
Impact	10/10
$ Saved	$11,500
Days Saved	10
Testimonial	Quick and easy demo. Great knowledgeable Analyst. Long was very thorough and helpful. Quick and easy demo. Great knowledgeable Analyst. Long was very thorough and helpful.

Member Testimonials
Client	City of Tucson Information Technology Department Office of the Deputy Director
Experience	Guided Implementation
Impact	10/10
$ Saved	N/A
Days Saved	50
Testimonial	Long is excellent at explaining the use of the tools but of even greater value to me has been his help in understanding the discipline overall, the... Long is excellent at explaining the use of the tools but of even greater value to me has been his help in understanding the discipline overall, the purpose behind the tools, and explaining how the component parts all fit together.

Member Testimonials
Client	Maricopa County Office of Enterprise Technology
Experience	Workshop
Impact	10/10
$ Saved	N/A
Days Saved	N/A
Testimonial	Not sure how to equate productivity, efficiency, or cost savings based on this workshop. However, the information is valuable to assist us with ou... Not sure how to equate productivity, efficiency, or cost savings based on this workshop. However, the information is valuable to assist us with our continuous improvement in this space. Discussion was informative and the knowledge that Sumit provided was superb. I would definitely recommend to others and would consider workshops in other areas in the future.

Member Testimonials
Client	York Regional Police
Experience	Guided Implementation
Impact	10/10
$ Saved	$14,500
Days Saved	5
Testimonial

Member Testimonials
Client	City Of Brampton
Experience	Guided Implementation
Impact	10/10
$ Saved	$47,500
Days Saved	41
Testimonial	Excellent experience. The regular cadence of these sessions with Matt keeps me on track to reach my organizational goals. The courses, research i... Excellent experience. The regular cadence of these sessions with Matt keeps me on track to reach my organizational goals. The courses, research information and practical materials are a value add to my experience. Matt is a pleasure to work with, is responsive to my needs and an excellent person to work with. Thank you, Matt!

Member Testimonials
Client	United Nations Office at Vienna (UNOV)
Experience	Workshop
Impact	9/10
$ Saved	N/A
Days Saved	N/A
Testimonial	The facilitator was awesome, I just wish we could have had an in-person workshop. P.S. it's hard to rate the financial impact as this is an ongoing... The facilitator was awesome, I just wish we could have had an in-person workshop. P.S. it's hard to rate the financial impact as this is an ongoing activity.

Member Testimonials
Client	Nebco, Inc
Experience	Guided Implementation
Impact	10/10
$ Saved	N/A
Days Saved	5
Testimonial	Elvis provided outstanding experience in the start up of a PMO for a mid-sized business. Elvis provided outstanding experience in the start up of a PMO for a mid-sized business.

Member Testimonials
Client	Vancouver Foundation
Experience	Guided Implementation
Impact	9/10
$ Saved	$10,000
Days Saved	10
Testimonial	The analyst on the call was highly knowledgeable in PPM and Portfolio management. Long Dam shared some valuable insights into how to right-size th... The analyst on the call was highly knowledgeable in PPM and Portfolio management. Long Dam shared some valuable insights into how to right-size the PPM strategy for Vancouver Foundation given the size and context of the organization. After the call we were able to better align on the role of the PMO at Vancouver Foundation including the key services were are looking to provide across the organization.

Member Testimonials
Client	Reliance Standard Life Insurance Company
Experience	Guided Implementation
Impact	8/10
$ Saved	N/A
Days Saved	N/A
Testimonial	Elvis was very engaged and provided nice guidance to help building IT PMO strategy that's suited for my organization. Appreciate his flexibility an... Elvis was very engaged and provided nice guidance to help building IT PMO strategy that's suited for my organization. Appreciate his flexibility and adaptiveness during the process. Thank you.

Member Testimonials
Client	St. Lukes Health System Ltd.
Experience	Workshop
Impact	10/10
$ Saved	$34,000
Days Saved	20
Testimonial	Our Facilitator Bill Holiday was the best. He did a fantastic job relating the workshop objectives back to our business. Our Facilitator Bill Holiday was the best. He did a fantastic job relating the workshop objectives back to our business.

Member Testimonials
Client	Tyler Technologies, Inc.
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,600
Days Saved	20
Testimonial	This initiative is put on hold, but only because as a client I was not able to dedicate the time that Elvis needed to make this a success. His resp... This initiative is put on hold, but only because as a client I was not able to dedicate the time that Elvis needed to make this a success. His response, guidance, feedback, and coaching are top-shelf and he's always prepared and hosts valuable and relevant conversations. I'm looking forward to when we can reengage, as I've worked through a similar initiative with Elvis and the outcomes are valuable.

Member Testimonials
Client	Community Services Group, Inc.
Experience	Guided Implementation
Impact	9/10
$ Saved	N/A
Days Saved	N/A
Testimonial	Long and Jason were able to guide us on our new path to get a PPM and project management strategy into place. With the tools provided, we will be a... Long and Jason were able to guide us on our new path to get a PPM and project management strategy into place. With the tools provided, we will be able to begin coordinating our strategy and areas to focus that would provide the most benefit to the department and organization.

Member Testimonials
Client	Oregon Secretary of State
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,600
Days Saved	60
Testimonial	The challenge I am having is knowing where to look for information. Long was very effective in showing me where to go for the information I needed.... The challenge I am having is knowing where to look for information. Long was very effective in showing me where to go for the information I needed. That saves valuable time knowing where to look. And being able to leverage the tools Long showed so that I can get management and team buy-in, again is invaluable.

Member Testimonials
Client	City of Wilmington
Experience	Guided Implementation
Impact	9/10
$ Saved	$10,880
Days Saved	7
Testimonial	Best Part = Long is affirming our buildout and project management concepts for our leadership team. He is a refreshing voice to the importance of M... Best Part = Long is affirming our buildout and project management concepts for our leadership team. He is a refreshing voice to the importance of Milestones, Criteria, Intake, Timelines, Portfolio Rollups Worst parts = alot of advice as far as what to do next to ensure our PPM success, is not applicable to our current work culture, but Long does a great job at giving hints of what we can do when we do not have the buy in needed to do a successful PPM process, ie: stop moving forward with it

Member Testimonials
Client	LSU AgCenter
Experience	Guided Implementation
Impact	10/10
$ Saved	N/A
Days Saved	20
Testimonial	Best part: The Info-Tech staff have been professional, courteous, well organized and knowledgeable. Worst part: There is A LOT of information... Best part: The Info-Tech staff have been professional, courteous, well organized and knowledgeable. Worst part: There is A LOT of information and resources available. It's a bit like drinking from a firehose, but I'm confident the Info-Tech analyst will walk us through the resources and help us select the resources that are applicable to our needs.

Member Testimonials
Client	State of North Dakota
Experience	Workshop
Impact	9/10
$ Saved	$34,000
Days Saved	5
Testimonial	Best parts of the experience was working with Bill and the guidance he brought to the discussion. It was reassuring to learn that we are moving in... Best parts of the experience was working with Bill and the guidance he brought to the discussion. It was reassuring to learn that we are moving in the complete wrong direction and that by building out some missing pieces, our PPM process will be solid. The worst part was that we were not able to have a larger audience for a longer period of time. It simply was not feasible, but we did have the right voices at the table on the right days.

Member Testimonials
Client	Brooks Automation US, LLC
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,700
Days Saved	10
Testimonial

Member Testimonials
Client	Haworth
Experience	Guided Implementation
Impact	10/10
$ Saved	$137K
Days Saved	80
Testimonial	Best: Matt is outstanding & patient in guiding us through the improvement and maturing process. We have picked up the pace and are starting to see ... Best: Matt is outstanding & patient in guiding us through the improvement and maturing process. We have picked up the pace and are starting to see some real impact in this effort. Worst: We are slow to implement changes... but picking up the pace.

Member Testimonials
Client	California Employment Development Department
Experience	Guided Implementation
Impact	10/10
$ Saved	$12,330
Days Saved	8
Testimonial

Member Testimonials
Client	City of Allen, TX
Experience	Workshop
Impact	10/10
$ Saved	N/A
Days Saved	32
Testimonial	We were able to easily adapt our thinking and processes and map those to the provided tools and discussion. That will make implementation of this ... We were able to easily adapt our thinking and processes and map those to the provided tools and discussion. That will make implementation of this new PPM approach much more attainable.

Member Testimonials
Client	Public Safety Canada
Experience	Workshop
Impact	9/10
$ Saved	$50,000
Days Saved	23
Testimonial	Best parts were that Bill is super knowledgeable, patient and overall, just a nice person. He was able to quickly adapt to our culture and underst... Best parts were that Bill is super knowledgeable, patient and overall, just a nice person. He was able to quickly adapt to our culture and understood the pressures we are facing. Worst part was not having some fairly easily available data ready to go. We could have spent time massaging that info to be used ahead of the workshop.

Member Testimonials
Client	Ministry of Industry, Innovation, Science and Technology
Experience	Guided Implementation
Impact	10/10
$ Saved	$34,250
Days Saved	50
Testimonial	The best part is the valuable interactions around the tools and templates. The tools and templates alone without the guidance and support would hav... The best part is the valuable interactions around the tools and templates. The tools and templates alone without the guidance and support would have caused us to take longer to achieve our goals.

Member Testimonials
Client	Oregon Military Department
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,700
Days Saved	10
Testimonial	The whole package was useful and the time that was spent working through it together made it easy to adapt to our business needs. The whole package was useful and the time that was spent working through it together made it easy to adapt to our business needs.

Member Testimonials
Client	Starkey Hearing Technologies
Experience	Workshop
Impact	10/10
$ Saved	$75,350
Days Saved	50
Testimonial	Bill is an exceptional facilitator and is a subject matter expert. Bill is an exceptional facilitator and is a subject matter expert.

Member Testimonials
Client	Community Living Toronto
Experience	Workshop
Impact	9/10
$ Saved	$23,500
Days Saved	60
Testimonial	The sessions were very engaging and the team loved being pulled into various discussions. Doug did a great job poking around and challenging the s... The sessions were very engaging and the team loved being pulled into various discussions. Doug did a great job poking around and challenging the status quo and offered suggestions/considerations for future plannings. The sessions are quite long, and I felt like the team was maxed out around 2:00pm in the afternoon, but I understand the limitations, and we can power through this.

Member Testimonials
Client	State of Kansas Human Services
Experience	Workshop
Impact	10/10
$ Saved	$137K
Days Saved	90
Testimonial

Member Testimonials
Client	Kansas Department of Transportation
Experience	Workshop
Impact	8/10
$ Saved	$65,075
Days Saved	47
Testimonial	I really liked how Bill was able to get our executive staff engaged in the conversation. He did a great job of understanding our current state, an... I really liked how Bill was able to get our executive staff engaged in the conversation. He did a great job of understanding our current state, and where we want/need to be. Thinking back, we did a great job of looking at our end goal, but perhaps it would have been beneficial to spend more time defining our interim steps. Not just short/mid/long term goals, but something more like phases.

Member Testimonials
Client	New York State Technology Enterprise Corporation
Experience	Workshop
Impact	10/10
$ Saved	$685K
Days Saved	120
Testimonial	Best: interaction and facilitation that Bill so expertly provided, ability to lead the group through the discussion to draw out the specific and a... Best: interaction and facilitation that Bill so expertly provided, ability to lead the group through the discussion to draw out the specific and appropriate workflows for our business, identifying drivers and goals that were based on the workflow processes and tools to implement, and the actionable items to complete the PPM, Bill provided the much-needed training and context for explaining a rather challenging topic for us. Worst: Although Bill managed this seamlessly for us, the some of the InfoTech materials are more IT department focused that are not as relatable to our business.

Member Testimonials
Client	Institute of Public Accountants
Experience	Guided Implementation
Impact	9/10
$ Saved	N/A
Days Saved	2
Testimonial	Annabel is always extremely helpful she takes time to listen then helps work things through with me. Annabel is always extremely helpful she takes time to listen then helps work things through with me.

Member Testimonials
Client	Harris County
Experience	Workshop
Impact	10/10
$ Saved	N/A
Days Saved	N/A
Testimonial	The workshop delivery, deliverables, participation and discussion. The workshop delivery, deliverables, participation and discussion.

Member Testimonials
Client	Experience	Impact	$ Saved	Days Saved	Testimonial
Toronto Community Housing Corporation	Guided Implementation	10/10	$11,500	10	Quick and easy demo. Great knowledgeable Analyst. Long was very thorough and helpful. Quick and easy demo. Great knowledgeable Analyst. Long was very thorough and helpful.
City of Tucson Information Technology Department Office of the Deputy Director	Guided Implementation	10/10	N/A	50	Long is excellent at explaining the use of the tools but of even greater value to me has been his help in understanding the discipline overall, the... Long is excellent at explaining the use of the tools but of even greater value to me has been his help in understanding the discipline overall, the purpose behind the tools, and explaining how the component parts all fit together.
Maricopa County Office of Enterprise Technology	Workshop	10/10	N/A	N/A	Not sure how to equate productivity, efficiency, or cost savings based on this workshop. However, the information is valuable to assist us with ou... Not sure how to equate productivity, efficiency, or cost savings based on this workshop. However, the information is valuable to assist us with our continuous improvement in this space. Discussion was informative and the knowledge that Sumit provided was superb. I would definitely recommend to others and would consider workshops in other areas in the future.
York Regional Police	Guided Implementation	10/10	$14,500	5
City Of Brampton	Guided Implementation	10/10	$47,500	41	Excellent experience. The regular cadence of these sessions with Matt keeps me on track to reach my organizational goals. The courses, research i... Excellent experience. The regular cadence of these sessions with Matt keeps me on track to reach my organizational goals. The courses, research information and practical materials are a value add to my experience. Matt is a pleasure to work with, is responsive to my needs and an excellent person to work with. Thank you, Matt!
United Nations Office at Vienna (UNOV)	Workshop	9/10	N/A	N/A	The facilitator was awesome, I just wish we could have had an in-person workshop. P.S. it's hard to rate the financial impact as this is an ongoing... The facilitator was awesome, I just wish we could have had an in-person workshop. P.S. it's hard to rate the financial impact as this is an ongoing activity.
Nebco, Inc	Guided Implementation	10/10	N/A	5	Elvis provided outstanding experience in the start up of a PMO for a mid-sized business. Elvis provided outstanding experience in the start up of a PMO for a mid-sized business.
Vancouver Foundation	Guided Implementation	9/10	$10,000	10	The analyst on the call was highly knowledgeable in PPM and Portfolio management. Long Dam shared some valuable insights into how to right-size th... The analyst on the call was highly knowledgeable in PPM and Portfolio management. Long Dam shared some valuable insights into how to right-size the PPM strategy for Vancouver Foundation given the size and context of the organization. After the call we were able to better align on the role of the PMO at Vancouver Foundation including the key services were are looking to provide across the organization.
Reliance Standard Life Insurance Company	Guided Implementation	8/10	N/A	N/A	Elvis was very engaged and provided nice guidance to help building IT PMO strategy that's suited for my organization. Appreciate his flexibility an... Elvis was very engaged and provided nice guidance to help building IT PMO strategy that's suited for my organization. Appreciate his flexibility and adaptiveness during the process. Thank you.
St. Lukes Health System Ltd.	Workshop	10/10	$34,000	20	Our Facilitator Bill Holiday was the best. He did a fantastic job relating the workshop objectives back to our business. Our Facilitator Bill Holiday was the best. He did a fantastic job relating the workshop objectives back to our business.
Tyler Technologies, Inc.	Guided Implementation	10/10	$13,600	20	This initiative is put on hold, but only because as a client I was not able to dedicate the time that Elvis needed to make this a success. His resp... This initiative is put on hold, but only because as a client I was not able to dedicate the time that Elvis needed to make this a success. His response, guidance, feedback, and coaching are top-shelf and he's always prepared and hosts valuable and relevant conversations. I'm looking forward to when we can reengage, as I've worked through a similar initiative with Elvis and the outcomes are valuable.
Community Services Group, Inc.	Guided Implementation	9/10	N/A	N/A	Long and Jason were able to guide us on our new path to get a PPM and project management strategy into place. With the tools provided, we will be a... Long and Jason were able to guide us on our new path to get a PPM and project management strategy into place. With the tools provided, we will be able to begin coordinating our strategy and areas to focus that would provide the most benefit to the department and organization.
Oregon Secretary of State	Guided Implementation	10/10	$13,600	60	The challenge I am having is knowing where to look for information. Long was very effective in showing me where to go for the information I needed.... The challenge I am having is knowing where to look for information. Long was very effective in showing me where to go for the information I needed. That saves valuable time knowing where to look. And being able to leverage the tools Long showed so that I can get management and team buy-in, again is invaluable.
City of Wilmington	Guided Implementation	9/10	$10,880	7	Best Part = Long is affirming our buildout and project management concepts for our leadership team. He is a refreshing voice to the importance of M... Best Part = Long is affirming our buildout and project management concepts for our leadership team. He is a refreshing voice to the importance of Milestones, Criteria, Intake, Timelines, Portfolio Rollups Worst parts = alot of advice as far as what to do next to ensure our PPM success, is not applicable to our current work culture, but Long does a great job at giving hints of what we can do when we do not have the buy in needed to do a successful PPM process, ie: stop moving forward with it
LSU AgCenter	Guided Implementation	10/10	N/A	20	Best part: The Info-Tech staff have been professional, courteous, well organized and knowledgeable. Worst part: There is A LOT of information... Best part: The Info-Tech staff have been professional, courteous, well organized and knowledgeable. Worst part: There is A LOT of information and resources available. It's a bit like drinking from a firehose, but I'm confident the Info-Tech analyst will walk us through the resources and help us select the resources that are applicable to our needs.
State of North Dakota	Workshop	9/10	$34,000	5	Best parts of the experience was working with Bill and the guidance he brought to the discussion. It was reassuring to learn that we are moving in... Best parts of the experience was working with Bill and the guidance he brought to the discussion. It was reassuring to learn that we are moving in the complete wrong direction and that by building out some missing pieces, our PPM process will be solid. The worst part was that we were not able to have a larger audience for a longer period of time. It simply was not feasible, but we did have the right voices at the table on the right days.
Brooks Automation US, LLC	Guided Implementation	10/10	$13,700	10
Haworth	Guided Implementation	10/10	$137K	80	Best: Matt is outstanding & patient in guiding us through the improvement and maturing process. We have picked up the pace and are starting to see ... Best: Matt is outstanding & patient in guiding us through the improvement and maturing process. We have picked up the pace and are starting to see some real impact in this effort. Worst: We are slow to implement changes... but picking up the pace.
California Employment Development Department	Guided Implementation	10/10	$12,330	8
City of Allen, TX	Workshop	10/10	N/A	32	We were able to easily adapt our thinking and processes and map those to the provided tools and discussion. That will make implementation of this ... We were able to easily adapt our thinking and processes and map those to the provided tools and discussion. That will make implementation of this new PPM approach much more attainable.
Public Safety Canada	Workshop	9/10	$50,000	23	Best parts were that Bill is super knowledgeable, patient and overall, just a nice person. He was able to quickly adapt to our culture and underst... Best parts were that Bill is super knowledgeable, patient and overall, just a nice person. He was able to quickly adapt to our culture and understood the pressures we are facing. Worst part was not having some fairly easily available data ready to go. We could have spent time massaging that info to be used ahead of the workshop.
Ministry of Industry, Innovation, Science and Technology	Guided Implementation	10/10	$34,250	50	The best part is the valuable interactions around the tools and templates. The tools and templates alone without the guidance and support would hav... The best part is the valuable interactions around the tools and templates. The tools and templates alone without the guidance and support would have caused us to take longer to achieve our goals.
Oregon Military Department	Guided Implementation	10/10	$13,700	10	The whole package was useful and the time that was spent working through it together made it easy to adapt to our business needs. The whole package was useful and the time that was spent working through it together made it easy to adapt to our business needs.
Starkey Hearing Technologies	Workshop	10/10	$75,350	50	Bill is an exceptional facilitator and is a subject matter expert. Bill is an exceptional facilitator and is a subject matter expert.
Community Living Toronto	Workshop	9/10	$23,500	60	The sessions were very engaging and the team loved being pulled into various discussions. Doug did a great job poking around and challenging the s... The sessions were very engaging and the team loved being pulled into various discussions. Doug did a great job poking around and challenging the status quo and offered suggestions/considerations for future plannings. The sessions are quite long, and I felt like the team was maxed out around 2:00pm in the afternoon, but I understand the limitations, and we can power through this.
State of Kansas Human Services	Workshop	10/10	$137K	90
Kansas Department of Transportation	Workshop	8/10	$65,075	47	I really liked how Bill was able to get our executive staff engaged in the conversation. He did a great job of understanding our current state, an... I really liked how Bill was able to get our executive staff engaged in the conversation. He did a great job of understanding our current state, and where we want/need to be. Thinking back, we did a great job of looking at our end goal, but perhaps it would have been beneficial to spend more time defining our interim steps. Not just short/mid/long term goals, but something more like phases.
New York State Technology Enterprise Corporation	Workshop	10/10	$685K	120	Best: interaction and facilitation that Bill so expertly provided, ability to lead the group through the discussion to draw out the specific and a... Best: interaction and facilitation that Bill so expertly provided, ability to lead the group through the discussion to draw out the specific and appropriate workflows for our business, identifying drivers and goals that were based on the workflow processes and tools to implement, and the actionable items to complete the PPM, Bill provided the much-needed training and context for explaining a rather challenging topic for us. Worst: Although Bill managed this seamlessly for us, the some of the InfoTech materials are more IT department focused that are not as relatable to our business.
Institute of Public Accountants	Guided Implementation	9/10	N/A	2	Annabel is always extremely helpful she takes time to listen then helps work things through with me. Annabel is always extremely helpful she takes time to listen then helps work things through with me.
Harris County	Workshop	10/10	N/A	N/A	The workshop delivery, deliverables, participation and discussion. The workshop delivery, deliverables, participation and discussion.

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