Portfolio Operating Plan for Small Enterprise

Author(s): Brian Frank , Travis Duncan

Use this template to document decisions, policies, and procedures around your portfolio operating plan.

  • Formalize goals and metrics.
  • Clarify roles and responsibilities.
  • Define workflows and requirements.

Follow the advice in the Formalize the Project Portfolio Management for Small Enterprise blueprint to create and refine the outputs for this template.

Tags

PPM, PPM strategy, PMO, portfolio management, project management, portfolio manager, small enterprise, small business, portfolio reporting, resource management, project throughput

View the Complete Blueprint:

Thought model representing Formalize Project Portfolio Management for Small Enterprise

Formalize Project Portfolio Management for Small Enterprise

Make big gains in small steps.

Related Content: Small Enterprise Resources

Thought model representing Formalize Project Portfolio Management for Small Enterprise – Executive Brief

Formalize Project Portfolio Management for Small Enterprise – Executive Brief
Thought model representing Formalize Project Portfolio Management for Small Enterprise

Formalize Project Portfolio Management for Small Enterprise
Thought model representing Formalize Project Portfolio Management for Small Enterprise – Phase 2: Implement the Plan

Formalize Project Portfolio Management for Small Enterprise – Phase 2: Implement the Plan
Thought model representing Formalize Project Portfolio Management for Small Enterprise – Phase 1: Develop the Plan

Formalize Project Portfolio Management for Small Enterprise – Phase 1: Develop the Plan
Thought model representing Formalize Project Portfolio Management for Small Enterprise – Phases 1-2

Formalize Project Portfolio Management for Small Enterprise – Phases 1-2
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