Project portfolio management can be so easy - with Lean PPM and Meisterplan. On the following pages, we will show you step by step how to introduce lean yet effective project portfolio management to your company and how to implement it with Meisterplan. With sub-portfolios, scenario simulation, reporting, and more, you can ensure that the information you need right now is available during each meeting, and that challenges can be resolved as they arise. This ensures that your organization always makes the right decisions for a valuable and achievable portfolio.
If you would like personal support or advice during the introduction of Meisterplan to your company, our Customer Success team is always at your service.
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Table of Contents
Introduction and Configuration
In the first part of this guide, we show you how to successfully introduce PPM in the business, tailor Meisterplan to your needs, and import the active portfolio and resources into the tool.
- Introducing PPM to Your Company
- The PPM Process
- Customizing Meisterplan
- Bring Your Data into the Tool
Implementation of Lean PPM with Meisterplan
In the second part, we will show you step by step how to implement Lean PPM with Meisterplan in your daily work.
- Translating Your Corporate Strategy (Strategize)
- Management of the Project Pipeline (Collect)
- Deciding on the Entire Portfolio (Decide)
- Execution of the Approved Portfolio (Execute)
Download the complete PDF
In addition to this online version, you can download the complete guide as a PDF here and, for example, send it to a team member or print it:
Overview: Portfolios and Scenarios
All in one place for your reference: These portfolios and scenarios enable the implementation of lean project portfolio management.
Portfolios for Lean PPM with Meisterplan
|Pipeline: New||Create new project initiatives, Proposal Coaching|
|Pipeline: Review||Pipeline Review|
|Planning: Active + Approved + Seeking Approval + On Hold||Create a proposal for the future portfolio|
|All Projects||Portfolio Board|
|Sub-Portfolios per Project/Portfolio Manager||Resource Conflict Resolution, Execution Steering|
Table: Use these portfolios for Lean PPM with Meisterplan.
Scenarios for Lean PPM with Meisterplan
|Approved Portfolio Q[X-1]||Portfolio Board Meeting (compare last decision to current status)|
|(Copy) PoR before Planning||Create proposal for the future portfolio (check if Plan of Record was changed since beginning of planning cycle)|
|(Copy) PoR before Board Meeting||Portfolio Board Meeting (compare current status to last decision)|
|Portfolio Proposal QX / Approved Portfolio QX||
|(Copy X) Portfolio Proposal QX||Portfolio Board Meeting (if required, return to original proposal after simulation of alternatives)|
Table: Use these scenarios for Lean PPM with Meisterplan.