Lean PPM is based on features only available in the Pro or Premium Edition of Meisterplan.
If you have the Basic Edition and want to work with Lean PPM, please contact us.
Project portfolio management (PPM) 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.
Personal Support
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.
Phone: +1-888-908-5834 (North America) or +49-7071-3667-7600 (Europe)
Email: sales@meisterplan.com
Table of Contents
Part 1: Introduction and Configuration
In this part, we show you how to successfully introduce Lean PPM™ in the business, tailor Meisterplan to your needs, and import the active portfolio and resources into the tool.
- Introducing Lean PPM™ to Your Company
- The Lean PPM™ Process
- Customizing Meisterplan
- Import Your Data into Meisterplan
As you introduce Lean PPM™ into the business, use our handy checklist to make sure you think of everything.
Part 2: Implementation of Lean PPM™ with Meisterplan
In this part, we will show you step by step how to implement Lean PPM™ with Meisterplan in your daily work.
- Translating Your Corporate Strategy (Lean PPM™: Strategize)
- Management of the Project Pipeline (Lean PPM™: Collect)
- Deciding on Your Portfolio (Lean PPM™: Decide)
- Execution of Your Approved Portfolio (Lean PPM™: Execute)
Download the Complete PDF
In addition to this online version, you can download the complete guide as a PDF here:
Download: Successfully Introduce Lean PPM™ with Meisterplan
Overview: Portfolios and Scenarios
The following portfolios and scenarios enable the implementation of Lean Project portfolio Management™.
Portfolios for Lean PPM™ with Meisterplan
| Portfolio | Meeting/Action | Configuration |
|---|---|---|
| Pipeline: Ideas | Create new project initiatives, Proposal Coaching | Project Filter: Stage Gate = Idea |
| Pipeline: Review | Pipeline Review | Project Filter: Stage Gate = Seeking Review, Seeking Approval |
| Planning: Active + Approved + Seeking Approval + Measuring Impact | Create a proposal for the future portfolio | Project Filter: Stage Gate = Active, Approved, Seeking Approval, Measuring Impact |
| All Projects | Portfolio Board | - |
| Sub-Portfolios per Project/Portfolio Manager | Resource Conflict Resolution, Execution Steering | Project Filter: Project Manager |
Table: Use these portfolios for Lean PPM™ with Meisterplan.
Scenarios for Lean PPM™ with Meisterplan
| Scenario | Meeting/Action |
|---|---|
| Approved Plan [Date]/ Archived Plan [Date]
|
|
| (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) |
| Proposed Scenario [Date] / Approved Plan [Date] |
|
| (Copy X) Proposed Scenario [Date] | Portfolio Board Meeting (if required, return to original proposal after simulation of alternatives) |
Table: Use these scenarios for Lean PPM™ with Meisterplan. Replace “[Date]” with the date of the respective scenario or plan.