The business problem it solves
Without a portfolio view, leaders cannot see which projects are at risk or where to focus attention and resources.
Who should use it
- PMO directors and portfolio managers
- Executives overseeing delivery
- Program leaders
When to use it
Use it for recurring portfolio reviews and executive reporting.
What this template helps you do
- Projects by health (RAG)
- Top portfolio risks
- Cross-project dependencies
- Resource concerns
- Decisions needed
- Projects by health
- Top risks
- Dependencies
- Resource concerns
- Decisions needed
How it connects to the PMOstart 5D Lifecycle
This template supports the Drive stage of the PMOstart 5D Lifecycle. It also maps to these related lifecycles, where you can see how the work fits the bigger delivery picture:
Portfolio Management LifecycleGovernance LifecycleProgram Management Lifecycle
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Frequently asked questions
Frequently asked questions
A leadership-level rollup of all projects showing health, risks, dependencies, and the decisions executives need to make.
Monthly is common, with a consistent format so leaders can spot trends across reviews.
Every PMOstart template is free. No download limit. Need the work done for you?
Every PMOstart template is free to download and use. When you want the work done, not just the document, PMOstart delivers it: Fractional PMO, project rescue, program and portfolio management, governance, and executive reporting, as a managed monthly service.