Checklist: Prepare Portfolio Review

Goal

Prepare a portfolio review so that project status, priorities, bottlenecks, and decision needs are visible.

Open project portfolio

Portfolio Data

  • All relevant projects are included in the portfolio.

  • Projects use the same resource pool.

  • Category, status, priority, and customer are maintained.

  • Project owners are known.

  • Disabled projects in the portfolio overview are intentionally disabled.

Portfolio Gantt chart

Schedule and Status Situation

  • Critical finish dates are checked.

  • Late tasks are known.

  • Cross-project dependencies are checked.

  • Dependencies between projects are documented.

Resource Situation

  • Employee capacity balancing was checked across the portfolio.

  • Key people and scarce qualifications are known.

  • Overloaded employees were analyzed by project and priority.

  • Bottleneck projects are named.

Portfolio capacity balancing by project

Decision Needs

  • Projects with priority conflicts are marked.

  • Possible shifts or pauses are prepared.

  • Effects on finish dates and resources are described.

  • Recommendations for PMO or management are formulated.