Once you have found the right use case and the right area for the launch, introducing the process begins. We will show you which meetings and roles you need for Lean PPM™.

Overview – the 4 Areas of Lean PPM™

Figure: The 4 basic areas of Lean PPM™.

Lean PPM™ is the key to getting the right projects done at the right time and with sufficient resources. Lean PPM™ consists of four areas, most of which run concurrently and interact with each other:

In the Strategize area, evaluation criteria for projects are defined.
In the Collect area, new project initiatives are collected and evaluated.
In the Decide area, the composition of the portfolio is decided.
In the Execute area, the active project portfolio is controlled.

Meetings

This process is now managed through regular meetings with clearly defined participants, inputs and outputs.

Figure: These meetings are essential for successful portfolio management.

For a detailed description of all meetings with participants, input and output, see Meetings in Lean PPM™.

Roles

In order for the meetings to succeed, the participants should be well-prepared and purposeful during the meeting. For this, it is essential that everyone involved in the Lean PPM™ process and understands their role.

Lean PPM™ Role	Lean PPM™ Responsibility	Typical Organizational Role
Initiator	Brings in initiative Captures initiative and details it out in the project proposal Presents project proposal to Pipeline Review Committee (if required)	Manager Key Account Manager Expert
Portfolio Coordinator	Responsible for all or part of the company’s project portfolio (e.g., for a business unit or a program) Guides other roles through the entire process Translates strategy into project prioritization criteria Supports Initiator during idea phase, for example, by facilitating resource requirement estimates Creates portfolio suggestions Prepares decision-making meetings (outside of execution phase)	Head of PMO PMO Team Member Business Unit Manager Program Manager IT Coordinator
Pipeline Review Committee Member	Reviews, evaluates and prioritizes initiatives	Department Managers Business Experts
Portfolio Board Member	Responsible for seeing strategy through to execution by using successful project portfolio management Exerts control over active portfolio Makes decisions regarding issues in active portfolio Decides on the future project portfolio and the respective budgets	Senior Manager Executive
Project Manager	Reports project status Reports project resource requirements Escalates project issues Presents project to decision-making board (if required)	Project Manager
Resource Manager	Ensures correct mapping of resources to roles & skills Staffing: (re-)assigns resources to projects Resolves day-to-day/tactical resource management issues	Team Lead
Team Member	Works on assigned projects	Any employee
Execution Steering Member	Responsible for executing strategy through individual projects Exerts control over active projects Makes decisions regarding issues in active project Resolves project management challenges	Department Manager Senior Manager Executive
HR Department	Keeps employment records up-to-date, including hire/termination date, departmental allocation, work schedule, holidays
Strategy Manager	Works with Portfolio Coordinator to translate strategy into evaluation criteria (strategy workshop)

Table: These roles contribute to sucessful project portfolio management.

To learn more about Lean PPM™, visit our website at meisterplan.com/project-portfolio-management.

Next step: Customizing Meisterplan

Back to last step: Introducing Lean PPM™ to Your Company

Articles in this section

The Lean PPM™ Process

Overview – the 4 Areas of Lean PPM™

Meetings

Roles

Articles in this section

Overview – the 4 Areas of Lean PPM™

Meetings

Roles

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