The handbook

Project Portfolio Management Articles

Field notes on running project portfolios. Written for PMO leads, portfolio managers, and the program teams who turn a list of projects into delivered outcomes.

PPM

Best PPM Software: Project Portfolio Tools Comparison

An independent comparison of the best PPM software from a portal that sells none of it: which platform wins in which situation, the mid-market names most shortlists miss, who owns each vendor today, and the conditions that should rule a platform out.

PMO

PMO Roles and Responsibilities: Matrix and Team Structure

What roles sit inside a project management office, and what is each one accountable for? A practical breakdown of PMO roles and responsibilities: the director, manager, analyst, and administrator, plus how the structure grows with portfolio size.

PMO

PMO Charter: What to Include, Template Outline, Examples

A PMO charter is the document that legitimizes a project management office and defines its mandate. Here is what a PMO charter should include, a section-by-section template outline, and examples of how to scope the authority that makes one work.

PMO

PMO Maturity Model: Levels, Assessment, and How to Advance

A PMO maturity model rates how capable a project management office is on a 1 to 5 scale. Here are the five levels explained, how a PMO maturity assessment works, and what it realistically takes to advance from one level to the next.

Governance

Stage Gate Review Template: Gate Criteria and Checklist

A reusable stage gate review template: the gate review agenda, the criteria checklist, the deliverables required at each gate, and the decision log that records go, kill, hold, or recycle. Copy the structure straight into your own gate process.

Prioritization

Project Prioritization Matrix: Criteria, Scoring, Example

How to build a project prioritization matrix: choosing weighted criteria, picking a scoring scale, running the calculation, and reading the result. Includes a worked example and the difference between a scoring matrix and a 2x2 grid.

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