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.

Governance

Gate Review Template for Phase Gate and Stage Gate Reviews

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 and 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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