Strategic Portfolio Management Template

Maximize your resource allocation and create value with Strategic Portfolio Management. Streamline your process and reach your business objectives quickly and easily.
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Strategic Portfolio Management Template

What is Strategic Portfolio Management?

Strategic portfolio management is an approach to managing business portfolios of projects, products, investments, and other elements to optimize resource allocation and create value. It involves creating a strategic plan, setting objectives and targets, implementing related projects, and tracking progress and performance. A portfolio management template is a tool used to build a portfolio strategy quickly and easily.

What's included in this Strategic Portfolio Management template?

  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Strategic Portfolio Management template for?

The Strategic Portfolio Management Template is designed for businesses of any size that are looking to streamline their portfolio management process. It is particularly useful for maximizing resource allocation and enhancing performance in order to reach business objectives. This template is ideal for small- and medium-sized businesses as well as large enterprises.

1. Define clear examples of your focus areas

The Strategic Portfolio Management Template helps businesses to define focus areas for their portfolio. Focus areas are areas of business operations that the business wants to give special attention to in order to reach its goals. Examples of focus areas may include resource allocation, cost-effectiveness, performance, customer relations, or any other area that the business deems important.

2. Think about the objectives that could fall under that focus area

Objectives are the desired outcomes that the business wants to achieve in each focus area. Objectives should be measurable and actionable, and should be related to the focus area. Examples of some objectives for the focus area of Resource Allocation could be: Optimize Resource Allocation, and Improve Efficiency.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or key performance indicators, are the measurable targets that the business must meet in order to achieve its objectives. KPIs should be set for each objective, and should include an initial value, a target value, and a unit of measurement. An example of a KPI for the focus area of Resource Allocation could be: Increase Number of Projects Completed on Time.

4. Implement related projects to achieve the KPIs

Projects (actions) are the activities that the business undertakes to reach its objectives and KPIs. Projects should be related to the associated objective and KPI, and should be feasible and achievable. Projects should also be tracked and monitored to ensure that the objectives and KPIs are being met. An example of a project related to Resource Allocation could be: Define Project Prioritization.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is the leading strategy execution platform that helps businesses to create, track, and optimize their portfolio strategies. Cascade provides a powerful, customizable portfolio template that makes it easy to build and manage your strategy. With Cascade, you can track progress, monitor performance, and generate real-time analytics to see faster results from your strategy.

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Strategic Portfolio Management Template
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