Formalize Project Portfolio Management for Small Enterprise

Make big gains in small steps.

Onsite Workshop

An immature or non-existent PPM strategy causes:

  • Organizations to devote time and money to be wasted on cancelled projects, unutilized or over-allocated resources, and poorly prioritized projects.
  • An ever-growing project backlog that never gets addressed.
  • Organizational confusion and inefficiency.

A right-sized PPM strategy will result in:

  • Frequent review of current, accurate, and consistent report data so the organization has visibility into all the work in progress.
  • The ability to alleviate over-allocation of staff and align resource assignments with skills.
  • The capability for IT to align intake with capacity and prioritize the highest value initiatives.

Module 1: Develop the Plan

The Purpose

  • Review current state of your organization’s PPM capabilities.
  • Review PPM frameworks and best practices based on Info-Tech’s practical insight.
  • Develop a right-sized PPM operating plan for your organization.

Key Benefits Achieved

  • Defined current and targets states for your PPM strategy.
  • An understanding of Info-Tech’s framework for PPM success.
  • Make decisions regarding your reporting, project intake, resource management, and project closure procedures.

Activities: Outputs:
1.1 Undergo a PPM needs assessment.
  • Current state analysis based on project intake needs assessment.
1.2 Perform SWOT analysis.
  • An overview of current strengths, weaknesses, opportunities, and threats.
1.3 Map current workflows.
  • An analysis of inefficiencies and opportunities in your current PPM workflows.
1.4 Develop your portfolio operating plan.
  • A right-sized PPM operating plan.

Module 2: Implement the Plan

The Purpose

  • The development of a PPM tool and populating it with active projects from your organization.
  • The definition of future requirements for the Project Portfolio Workbook.
  • Strategize an effective roll-out plan for your new tools and processes.

Key Benefits Achieved

  • A customized PPM tool to help ensure more consistent and accurate portfolio reporting, more effective resource management, and better project throughput.
  • Clearly established team roles for rolling out new tool processes and for managing stakeholders. 

Activities: Outputs:
2.1 Configure one of Info-Tech’s Project Portfolio Workbook templates.
  • PPM Workbook Template for Excel or Google for Work.
2.2 Pilot your portfolio operating plan using your newly configured workbook.
  • A road-tested operating plan.
2.3 Establish implementation and organizational change management plans.
  • Step-by-step guides and stakeholder management plans to ensure implementation success.

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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