Kits R Us

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Kits R Us

Paul Harder

September 24, 2002






I've been asked by many people about getting started in project portfolio management. While there is a lot of interest in using PPM to manage corporate efforts at a high level, there is a dearth of information on how to get started.

No problem! Today, we present the Project Portfolio Management Starter Kit. This kit consists of a PowerPoint briefing explaining the initial steps and an Excel worksheet to perform your analysis. With these two tools, you will have the ability to start your portfolio process.

Once you've downloaded the kit, simply follow the steps in the briefing to organize your portfolio. However, for those of you who, like me, sometimes ignore the instructions and dive right in, here is the overview of what you should do.

Step 1: Define the Portfolio
First, establish the overall portfolio mission.



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"A fanatic is one who can't change his mind and won't change the subject."
- Winston Churchill