{"id":37051,"date":"2024-01-30T05:08:08","date_gmt":"2024-01-30T05:08:08","guid":{"rendered":"https:\/\/www.process.st\/templates\/project-portfolio-management-template\/"},"modified":"2024-03-05T16:52:17","modified_gmt":"2024-03-05T16:52:17","slug":"project-portfolio-management-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/project-portfolio-management-template\/","title":{"rendered":"Project Portfolio Management Template"},"content":{"rendered":"\n<section id=\"identify-projects-for-inclusion-in-portfolio\"> \n <h2>Identify projects for inclusion in portfolio<\/h2>\n <div class=\"text-content\">\n   This task involves identifying potential projects that can be included in the project portfolio. The main goal is to select projects that align with the organization's strategic goals and have potential benefits. Consider the project's scope, objectives, and estimated resources required. Who will be involved in this process? Are there any specific criteria or guidelines to follow for selecting projects? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Project Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Project Description <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Project Stakeholders <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Internal team \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      External stakeholders \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Management \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Project Category <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Research and Development \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Marketing \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Operations \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Finance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Information Technology \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estimated Budget <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estimated Timeline <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"evaluate-project-viability\"> \n <h2>Evaluate project viability<\/h2> \n<\/section> \n<section id=\"enter-project-details-into-the-portfolio-template\"> \n <h2>Enter project details into the portfolio template<\/h2> \n<\/section> \n<section id=\"check-alignment-of-project-with-strategic-goals\"> \n <h2>Check alignment of project with strategic goals<\/h2> \n<\/section> \n<section id=\"calculate-project-costs-and-benefits\"> \n <h2>Calculate project costs and benefits<\/h2> \n<\/section> \n<section id=\"assess-project-risks\"> \n <h2>Assess project risks<\/h2> \n<\/section> \n<section id=\"approval-project-risk-assessment\"> \n <h2>Approval: Project Risk Assessment<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Assess project risks<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prioritize-projects-based-on-necessary-criteria\"> \n <h2>Prioritize projects based on necessary criteria<\/h2> \n<\/section> \n<section id=\"define-project-timelines-and-milestones\"> \n <h2>Define project timelines and milestones<\/h2> \n<\/section> \n<section id=\"allocate-resources-to-projects\"> \n <h2>Allocate resources to projects<\/h2> \n<\/section> \n<section id=\"approval-resource-allocation\"> \n <h2>Approval: Resource Allocation<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Allocate resources to projects<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"publish-initial-version-of-project-portfolio\"> \n <h2>Publish initial version of project portfolio<\/h2> \n<\/section> \n<section id=\"communicate-portfolio-details-to-stakeholders\"> \n <h2>Communicate portfolio details to stakeholders<\/h2> \n<\/section> \n<section id=\"track-and-update-project-status-regularly\"> \n <h2>Track and update project status regularly<\/h2> \n<\/section> \n<section id=\"review-and-adjust-the-portfolio-based-on-project-progress\"> \n <h2>Review and adjust the portfolio based on project progress<\/h2> \n<\/section> \n<section id=\"approval-portfolio-adjustment\"> \n <h2>Approval: Portfolio Adjustment<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review and adjust the portfolio based on project progress<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-regular-portfolio-status-reports\"> \n <h2>Prepare regular portfolio status reports<\/h2> \n<\/section> \n<section id=\"approval-status-report\"> \n <h2>Approval: Status Report<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare regular portfolio status reports<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"archive-completed-projects\"> \n <h2>Archive completed projects<\/h2> \n<\/section> \n<section id=\"update-portfolio-template-for-future-use\"> \n <h2>Update portfolio template for future use<\/h2> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Identify projects for inclusion in portfolio This task involves identifying potential projects that can be included in the project portfolio. The main goal is to select projects that align with the organization's strategic goals and have potential benefits. Consider the project's scope, objectives, and estimated resources required. Who will be involved in this process? Are [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcca","cover_icon_url":"","tasks_count":"20","template_description":"Manage your projects effectively with our Project Portfolio Management Template, designed for strategic alignment, risk assessment, resource allocation, and tracking.","template_id":"srwzKBECVwJDS21Y1spOCA","task_0":"Identify projects for inclusion in portfolio","task_slug_0":"identify-projects-for-inclusion-in-portfolio","task_1":"Evaluate project viability","task_slug_1":"evaluate-project-viability","task_2":"Enter project details into the portfolio template","task_slug_2":"enter-project-details-into-the-portfolio-template","task_3":"Check alignment of project with strategic goals","task_slug_3":"check-alignment-of-project-with-strategic-goals","task_4":"Calculate 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