Portfolio Management
Managing a portfolio of projects and/or products requires a specialist project management approach.
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Discount Bundles to use for Portfolio Management
Project Status Report Template Discount Bundle (PPT & Excel)
All of our Project Status Report Template formats in one discount package. Enjoy our professional formats for delivery status, risk status, rollout status, and innovation status. All in easy-to-edit Powerpoint and Excel.
Risk Management Template Discount Bundle
Whether your products and projects are going well, or if they are in crisis, you need to proactively manage your project risk. This bundle gives you all the tools to manage, plan and react to changes in Risk exposure. Risk logs to DRP plans - they are all here.
Innovation Project Templates - Discount Bundle
This collection of Innovation Project Templates includes expert editorial guidance, & professional designs. Save now with the Innovation Project Toolbox.
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Project Manager Visio Planning Templates Discount Bundle
Save more than 70% on this bundle of premium graphical formats for Project and Product managers. Show your team plans, risk levels, timings, resources, milestones in these appealing project diagrams.
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Visio Agile Roadmap Template Discount Bundle
Get a bundle of our most popular Visio Roadmap & Agile Templates at a massive discount. Enjoy amazed expressions at your meetings!
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All Templates in 1 Bundle - The CEO Premium Package
Get all of our professional templates in ONE PACKAGE. 90+ templates with over 60% discount, and a multi-user license.
Powerpoint Roadmap Template Discount Bundle
Get 83% off our 24 most popular Powerpoint Roadmap Template products as a discount bundle. The perfect Agile & Strategic Roadmaps package for your business.
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Powerpoint Project Schedule Template Discount Bundle
The Project Schedule Discount Bundle gives you a massive 80% discount on our Project Schedule templates
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Procurement Template Discount Bundle
From supplier selection to managing on going relationships, this Procurement Template Pack will give you more than 45% discount on our most popular Procurement and Supply Chain Templates. Save and be ready!
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Project Planning Template Discount Bundle
Including our most popular planning templates - RAID, Roadmap, Agile, Lean, Timeline, Product Plans - The Project Planning Template Bundle is >65% Off!
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Timeline Template Formats Discount Bundle: >60% off
Including our most popular timelines and time-based templates, the Timeline Templates Discount Selection gives you more than 60% off the normal price.
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Portfolio Management Professional Downloads
Project Report
A stylish PowerPoint project report which allows you to show your progress against the plan and budget.
Hackathon Budget Sheet Excel Template
Requirements and Costs vary massively between Hackathon events. Use this Excel Hackathon Budget Template to select which line items you need, and then to populate with real figures for your target Venue, Participant count, and aspirational format.
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Resource Plan with Workstream Resource Changes Template
Show the changes in resource levels for each of your projects or workstreams over time. Highlight costs, project timings, resource changes, risk levels, AND your milestones, in one easily digestible diagram.
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Solution-focused Excel Risk Log with Dashboard Template
This Risk Log template supports a Solution-focused Risk Management strategy by combining a powerful Risk Dashboard with Mitigation Data. Show HOW and WHEN your risks will be mitigated, and WHO owns them.
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Proof of Concept
This Powerpoint Proof of Concept template is designed with the corporate world in mind. It conveys all the priority areas to ensure executive sign off.
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Powerpoint RACI Presentation Template
This Powerpoint RACI Presentation Template includes easy-to-edit RACI formats: RACI along the top, down the left, and RACI represented within the Matrix
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PPT Roadmap With Milestones
This Powerpoint Roadmap with Milestones features 3 popular formats used by Product Managers - 1 year, 1.5 year and 2.5 year Roadmaps - all with milestones.
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Excel RACI Matrix Template with 3 Formats
RACI Matrix Template including 3 formats to quickly allocate project Roles and Responsibilities. The simple matrix format is easy to edit and complete.
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Excel Roadmap Template
A stylish roadmap template in excel format - perfect for adding to existing financial sheets so all your project details are in kept in the same format
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Dashboard Report (Powerpoint)
A dashboard report powerpoint perfect for updating key stakeholders on projects against delivery, including overall summary, RAG, Risk, SWOT, Dials, Highlights and a Roadmap.
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RACI Template & Dashboard for managing project responsibilities (Excel)
This RACI template allows you list your project tasks with RACI roles & responsibilities for each person. The RACI Dashboard indicates project responsibility readiness using this data.
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Powerpoint Innovation Project Transfer Template
Four professional templates to help plan and present an Innovation Transfer Project. Move your Product Prototype through to Production "Business As Usual".
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Powerpoint Programme Roadmap Template
The Powerpoint Programme Roadmap Template gives a descriptive and clear view of your programme plans for Exec Board stakeholders: Timeline & Deliverables
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Keynote Programme Roadmap Template
This One Year Keynote Programme Plan has been used for many exec and boardroom presentations. It includes timelines, milestones and risk.
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Excel Disaster Recovery Plan Dashboard Template
This Excel Disaster Recovery Plan Dashboard Template combines a list of your Disaster Mitigation Plan line items with a striking Impact & Status Dashboard.
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Keynote Disaster Recovery Plan Presentation Template
This Keynote Disaster Recovery Plan Template is the ideal DRP Exec Summary: Line Items, Implementation, Dashboard, Robustness, and Yearly Review Templates.
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Keynote Status Report Template (Mac Compatible)
This Keynote Status Template a selection of 13 status slide designs to help you communicate your Project and Product updates. Show progress & key messages!
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Step-by-step Keynote Roadmap Template Guide
This easy-to-follow Keynote Roadmap Template Guide will walk you through a 6 step process to create your own Project Roadmap in Keynote.
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Powerpoint Project Timeline Template
Show your project plans & workstreams using this Powerpoint Project Timeline Template. Much better than a Gantt - you can see all plans “at a glance”.
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Keynote Product Roadmap Template (Mac Compatible)
This Keynote Product Roadmap Template is based on our leading format started back in 2005. This Keynote file is Mac Compatible.
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Innovation Project Status Report Template (Powerpoint)
Provide professional updates with this Innovation Project Status Report. Choose from 15 formats, & benefit from guidance notes. Clear & flexible templates.
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Innovation Roadmap Template (Powerpoint)
Plan, Launch, Manage and Protect the Innovation Project in your Organisation. This Innovation Roadmap Template is perfect for strategic planning and professional presentation.
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Powerpoint Change Programme Roadmap Template
Use this Powerpoint Change Programme Roadmap Template to refine your programme plans into an inspirational story. This will save you time explaining long documents, and will help your team focus on the mission: Make your Change Programme a success!
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Product Roadmap Template 2016 - Visio Design
The Product Roadmap Template 2016 is a stylish take on our existing successful Roadmap formats. The clean graphic design appeals to a broad audience.
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Excel Dynamic SWOT Dials Dashboard
The SWOT Dials template dynamically updates the dashboard dials readings with your SWOT Analysis scoring.
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New Product Launch Governance Template
This Template covers the internal governance around launching a new product within your organisation. Make sure your audit trail is complete!
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Business Roadmap with SWOT Template (Visio)
This template features a Business Roadmap with SWOT & Timeline. Your complete business roadmap template. Plan your roadmap and manage your risk.
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Change Programme Roadmap: Transitions & Benefits Template (Visio)
The Change Programme Roadmap shows clear transition, benefits, and objectives of your change programme. Map out your workstreams and KPIs - all on 1 sheet.
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Company Roadmap Template (Visio)
This Visio Company Roadmap Template communicates your Strategy and Timeline on 1 clear document. Take to meetings to create shared understanding quickly.
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Strategy Delivery Template (Visio)
This Strategy Delivery template shows your Plan, KPIs, Milestones & Project Goals clearly on 1 side of paper - Ideal for busy executives!
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Complete IT Roadmap Template
A 1-year strategic plan - your complete IT Roadmap Template in one Powerpoint pack:- Governance, Strategy, Change, and Stakeholder Engagement.
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Portfolio Roadmap Template (Visio)
This Visio Portfolio Roadmap Template makes portfolio plans, workstreams and milestones crystal clear for all stakeholders
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Powerpoint Product Roadmap Template
The Powerpoint Product Roadmap Template is a "must have" for Product Managers. Shows your product plans by workstream, over 1-2 year timespan.
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Powerpoint Project Dashboard with Status Template
This Powerpoint Project Dashboard with Status Template is easy to edit. Download it now! The dials & status graphics are simple to change.
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Powerpoint Project Timeline Planning Template
This Powerpoint Project Timeline Planning Template features 4 slides - use them in your meetings to present your Project Timeline. Easy to edit Powerpoint.
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Powerpoint Resource Plan Template for Agile Projects
The Powerpoint Resource Plan template shows resource types, workstreams, milestones, and timeline. Ideal for Agile.
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Powerpoint Roadmap with Highlights & KPI Dashboard Template
This Powerpoint Roadmap Template has 2 great Project Dashboard formats - Highlights & KPIs
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Strategy Roadmap Template PowerPoint
This Strategy Roadmap Template PowerPoint shows strategic phases, starting state & target state, KPIs, and workstream activities with risk scores. Designed by professionals and used by 1,000s of strategy pros around the world.
Powerpoint Timeline Presentation - 15 Top Slides
This template features 15 Powerpoint Timeline Presentation slide formats: Roadmaps, Timelines, Infographics, Project Plans and more.
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Powerpoint Timeline Template
Featuring 15 Powerpoint Timeline Template Presentation slide formats: Roadmaps, Timelines, Infographics, Project Plans, with 3, 4 and 5 Workstreams to show your project plans and timings.
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Product Delivery Plan Roadmap Template (Visio)
Show clear workstream delivery plans and milestones with this Visio Product Delivery Plan Roadmap Template. Easily editable with a configurable timeline.
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Product Roadmap Template (Visio)
This impressive Visio Product Roadmap Template presents workstreams, activities, deliverables and a Dashboard. First used by our consultants in 2010.
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Product Roadmap with Dashboard Template (Visio)
This Product Roadmap with Dashboard Template combines the classic roadmap format with a Dashboard section. Ideal for Exec Summary and product updates.
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Project Crisis Management Dashboard and Excel Log - RAIDAR Template
The Project Crisis Management Dashboard & Log Register has tools to manage a project recovery. RAID, plus Actions and Repairs. Recovery is the priority.
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Project Crisis Management Roadmap Template (Visio)
This Project Crisis Management Roadmap Template will help you define, communicate and manage your plans for project recovery. A simple MS Visio template format.
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Powerpoint Project Plan Template
Featuring 10 easy-to-edit Project Plan Templates, including 1-year, 2-year, 4-year, KPI, and 2,3 & 5 workstreams layouts - all in simple Powerpoint format.
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Powerpoint Rollout Plan Template
Ideal for presenting a Product or Project launch, this Project Rollout Plan Template includes plan formats for the crucial time of your Project Delivery.
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Excel SWOT with Dynamic Indicators Template
This dynamic SWOT with Dynamic Indicators template automatically adjusts the summary bars by the factors in each area. Show a dynamic & relative SWOT.
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Transition Plan Template (Visio)
Need to manage a large organisational change / Re-Org? This Transition Plan Template will show your "Change Plans" in a simple 1-sider for all stakeholders.
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Visio Project Timeline Template
Show your project plans & workstreams clearly, using this Project Timeline Template. Much better than a Gantt, you can see all plans "at a glance".
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Business Area
Project Management
Browse our Project Management resources and materials here. From market-leading templates, to expert insights.
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Finance
Templates, Guides, FAQs, HowTos and features around Finance business processes.
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Operations
Operations is a key function in any business. Led by the COO, operations can cover a wide range of business-critical processes.
Read more hereBlog Posts related to Portfolio Management
Project Status Report Template
The Project Status Report Template shows key project update information; risks, Red Amber & Green status, and more!