What we deliver

Portfolio visibility from intake to executive reporting.

Foundation Portfolio Intake and Prioritization Standardized intake process and scoring model to align project selection with strategy and capacity. Learn more Reporting Portfolio Dashboard Development Executive command center showing portfolio health, resource allocation, risk, and delivery status. Learn more Planning Resource Capacity Review Cross-portfolio resource analysis to prevent over-allocation and identify delivery bottlenecks. Learn more Strategy Investment Alignment Align the project portfolio to strategic priorities and business objectives with a portfolio scoring model. Learn more Governance Portfolio Governance Portfolio governance framework with intake, approval, reporting, and portfolio review cadence. Learn more Risk Portfolio Risk Reporting Cross-project risk aggregation, escalation paths, and portfolio-level risk reporting to the executive team. Learn more
When you need portfolio management

Signs your portfolio needs structure.

Too many projects, not enough prioritization

Every request gets approved. The team is over-allocated and nothing gets finished well.

No single view of portfolio health

Leadership reviews one spreadsheet per project. There is no consolidated portfolio status.

Resource conflicts across projects

The same three people are on every project. Dependencies are invisible until they break.

Projects not aligned to strategy

Active projects do not clearly connect to organizational goals or measurable business outcomes.

No intake or approval process

Projects start informally without scoring, approval, or capacity review.

Executive decisions delayed by bad data

Portfolio reporting is ad hoc, inconsistent, and takes days to prepare.

Pricing

Portfolio management pricing by engagement.

Portfolio Review

Starting at
From $3,500/one-time

Executive-level review of portfolio health, resource allocation, investment alignment, and top risks.

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Portfolio Dashboard Setup

Starting at
From $4,500/one-time

Build the executive portfolio command center with status, risk, and resource views.

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Portfolio Management Retainer

Starting at
From $7,500/per month

Ongoing portfolio management including governance, reporting, intake, and executive updates.

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Project Prioritization Workshop

Starting at
From $2,500/one-time

Facilitated session to score, rank, and align the project portfolio to strategic priorities.

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Frequently asked questions

Generally 8 or more concurrent projects across two or more teams. Below that, a strong PM or Fractional PMO is typically sufficient.

We build on your existing stack where possible. Most clients use a combination of existing project management platforms plus a lightweight executive reporting layer.

Yes. The Portfolio Review includes an intake process design and scoring model as part of the engagement.

Ready to bring structure to your project portfolio?
Call(614) 924-7284 Text(614) 924-7284 Send a RequestGuided intake form Ask Orion PMAI PM assistant Prefer not to book online? Call or text (614) 924-7284.

Get a portfolio review

Start with a portfolio review and leave with a prioritized improvement roadmap.

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