Work Intake - The Front Door For the Organization

How To Create A Successful Work Intake Process

Work intake is a critical success factor for project portfolio management. Does your organization have a “single entry” for new project requests? Or rather, does your organization have a front door, a side door, a back door, and many other ways to receive requests? Having multiple ways to submit…


Portfolio Planning - 3 levels of planning

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 is about strategic execution with the goal of maximizing business value delivery. Successful…


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 selection and portfolio oversight. In the previous post we discussed the work intake process which…


How to Build and Use a Priority Matrix

In this post we will cover what a priority matrix is, and how to build a prioritization matrix, and how to use a priority matrix in the context of project portfolio management. What is a Priority Matrix? A priority matrix is a tool used to categorically prioritize types of work. It has three…


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 leadership is uniquely responsible for ensuring that projects and programs within the portfolio deliver the…


Work Intake Best Practices

Best Practice for Work Intake (Demand Management)

Work Intake (Demand Management) Overview and WHY it is important Work Intake (also known as demand management) is perhaps the most critical component of project portfolio management because it determines the composition of the portfolio (in terms of quality, value, balance, and resource…