Resource Capacity Intelligence: The Fourth Pillar of Portfolio Intelligence

“Everyone Is at 94%” Is Not an Insight Most organizations treat resource capacity as a binary constraint — something that blocks approvals or forces reactive replanning. That approach conflates…

Portfolio Planning Intelligence: The Third Pillar of Portfolio Intelligence

Your Roadmap Is Probably a Historical Artifact Most project portfolio roadmaps are not an expression of strategy. They are a record of what got approved. Work enters through intake. It gets approved…

Prioritization Intelligence: The Second Pillar of Portfolio Intelligence

Prioritization Does Not Fail Because the Model Is Bad In most organizations, project prioritization is treated as a mechanical exercise. Build a scoring model, apply it to the initiatives, rank the…

Strategic Risk Intelligence: The Fifth Pillar of Portfolio Intelligence

The Risks That Kill Portfolios Are Rarely in the Risk Register Ask a PMO Director about portfolio risk and you will usually get a conversation about execution: a project trending red, a dependency…

Work Intake Intelligence: The First Pillar of Portfolio Intelligence

Why Portfolio Intelligence Has to Start at the Front Door Work intake is the front door to the project portfolio, and it determines the composition of everything that follows. If the wrong work gets…

Managing Project Interdependencies

Managing project dependencies (or interdependencies) is an often-missed tactical capability of project portfolio management (PPM). Yet, managing project dependencies is an important part of portfolio…

How to Build and Use a Priority Matrix

Quick answer: A project priority matrix sorts incoming work by category, ranking each type of work request rather than scoring every project individually. It is simple, fast, needs no calculations…

How To Create A Successful Work Intake Process

Quick answer: A project intake process is how project proposals are created, reviewed and taken to a go/no-go decision by senior leaders. A good process gives every request a single front door, a…

The Complete Guide to the Project Management Office

Quick answer: A PMO (project management office) is a team that standardizes and oversees how projects are delivered. There are three primary types: a project management office focused on project…

Best Practice for Work Intake (Demand Management)

What Is Demand Management (Work Intake) and Why It Matters Work Intake (also known as demand management) is perhaps the most critical component of project portfolio management because it determines…

Assess Portfolio Maturity Early and Often

Portfolio maturity levels represent the level of sophistication around portfolio management processes, tools, and people. It helps identify shortcomings in PPM processes (current state) and can be…

Benefits Realization and Portfolio Value Management

Quick answer: Benefits realization management is the practice of capturing the actual benefits, tangible and intangible, that a project delivers after it is completed, so leaders can answer “did we…

Best Practices for Resource Capacity Planning

Quick answer: Resource capacity planning compares the demand for project resources with the people available to do the work. PMOs getting started should keep it simple: define what to measure,…

Portfolio Risk Management

Portfolio risk management enables organizations to protect portfolio investments and balance the level of risk in the portfolio. Organizations focused on improving their portfolio management…

What is a Project Portfolio Manager?

Quick answer: A project portfolio manager runs the project portfolio management process and makes sure it works effectively. In most organizations they are not the direct decision maker. They are the…

Project Portfolio Optimization

Introduction to Project Portfolio Optimization Project portfolio optimization offers the promise of generating and delivering the maximum possible business value from the company’s project portfolio.…

Project Portfolio Decision Gate Framework

A project portfolio decision gate framework is a governance structure to evaluate, authorize, and monitor projects as they pass through the project lifecycle and is a critical component of project…

The PMO Guide to Portfolio Management Charts

Quick answer: PMO dashboards and project portfolio charts turn project data into decisions. The most useful include work intake charts, the risk-value bubble chart for prioritization, resource…

Why is Project Prioritization Important?

Project Prioritization is About Maximizing Value Project prioritization (and by extension, portfolio management) is about delivering the maximum value possible through programs and projects. In order…

Lessons Learned in the Age of AI: Turning Hindsight Into Foresight

Every project management framework tells us to capture lessons learned. The PMBOK Guide calls for it, every methodology endorses it, and most of us were trained to hold a lessons learned session at…

Portfolio Communication-The Official Guide

Portfolio communication is the real heartbeat of project portfolio management. Strong communication keeps the organization aligned on what is most important. This thought is exemplified by Patrick…

5 Critical Factors to Maximize PPM Value

Choosing to leverage a Project Portfolio Management (PPM) platform demonstrates a commitment to organizational maturity. Your PPM system offers advanced capabilities and insights necessary for…

Monday.com for Portfolio Management

In this continuing series on project management software, we first looked at Asana. In this article, we will look at another popular solution, Monday.com, which has emerged as a formidable player in…

Asana for Portfolio Management

In the dynamic world of project management, Project Management Offices (PMOs) play a crucial role in orchestrating strategy execution across organizational projects. PMOs need the right tools that…

Use Your PMO to Drive Strategic Execution

Strategic execution is not easy – in fact, you almost always fail: »   90% of corporate strategies are never implemented »   70% of complex initiatives fail »   67% of projects are either challenged…

Managing Resource Capacity

Managing resource capacity is a critical function of portfolio management. Organizations commonly want to understand resource availability because every company has a limited number of people. On…

Portfolio Planning Drives Strategic Execution

Portfolio planning drives strategic execution, but when compared to strategic planning and project planning, very few companies do an adequate job of portfolio planning. Project portfolio management…

Strong Project Portfolio Governance Delivers Results

Quick answer: Project portfolio governance means having the right people make good strategic decisions about projects, with the right information at the right time. It is the foundation of project…

The Portfolio Roadmap Communicates Value

Project portfolio management (PPM) is about maximizing business value delivery and the portfolio roadmap (or strategic roadmap) helps senior leaders track the delivery of that value. Senior…

Project Management Software versus Project Portfolio Management Software

The Difference Between Project Management Software and Project Portfolio Management Software What is the difference between project management software and project portfolio management software?…

PPM 101: What Is Project Portfolio Management?

What is Project Portfolio Management (PPM)? Project portfolio management (hereafter referred to as “PPM”) is a critical component for executives and senior managers to execute strategy. According to…

How Artificial Intelligence (AI) Will Change Project Portfolio Management

There is no question that we are in the midst of radical changes to our workplace and society due to the mainstream emergence of Artificial Intelligence (AI) and Machine Learning (ML).  Experts have…

Getting Started with Portfolio Management – The Project List

Project portfolio management is a senior leadership discipline to accomplish strategic goals and maximize business value through its project investments. It’s about doing the right work. A portfolio…

Great Project Communication Leads to Successful Outcomes

Introduction to Project Communication Projects are hard enough to manage without issues of poor project communication getting in the way.  I’ve always maintained that project communication is job one…

A Complete Buyers Guide for Portfolio Management Software (PPM Software)

We live in a digital age and utilizing a good PPM tool is a critical component of successful strategy execution. We believe that most companies only need lightweight PPM software to enable strategic…

The Value Gap of Today’s PPM Software Is Worse Than You Think

PPM Software Challenges The vast majority of project portfolio management (PPM) software utilizes a traditional licensing model and is expensive relative to the value customers get from the…