Home  » Solutions  » Checklists  » Project Portfolio Checklist

Task Management Software

Business Management
Project Management
Process Management
Task Management
Employee Management
Customer Management
Sales Management
Finance Management
Product Management
Company Activity
Office Management
Document Management
Other Management
Crisis Survival
Skills Development

VIP Task Manager Professional

Play VIP Task Manager demo Play Demo >>


Forgot your password?
Login As:
Login As
You can log in if you are registered at one of these services:
"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Project Portfolio Checklist


All Travel Checklists

Project Portfolio Checklist The lifespan of a typical project portfolio consists of the following steps: Setup, Planning, Execution, and Harvest. Read this Project Portfolio Checklist to learn more about the steps. The checklist is designed for project managers to explain them how to perform their project portfolios and what tasks they need to focus on during the portfolio management process.

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

  1. Setup.
    • Evaluate your operational environment to define strategic goals your organization wants to reach.
    • Be sure each of the goals is relevant to the organization’s vision and mission.
    • Identify how the goals relate to each other and whether they can be grouped into categories by certain attributes (e.g. execution time, benefits, scope, others).
    • Review the extent and types of work the organization performs.
    • Identify how goal categories are linked to work.
    • Combine each goal category and relevant pieces of work into a project.
    • Define all necessary projects that your organization needs to run to complete strategic goals and perform all types of work.
    • Regard those projects as components of your portfolio.
    • Develop a portfolio mandate document that explains the extent, components and size of your portfolio.
  2. Planning.
    • Identify the total amount of work for every individual project in your portfolio.
    • Break down project work into smaller pieces, such as phases, activities and tasks.
    • Develop a plan for every project to define how activities and tasks are linked to each other and how they’re sequenced.
    • Define and estimate all types of project resources (funds, people, technology, time) required to perform all portfolio projects.
    • Develop a timeline for every project.
    • Create a portfolio schedule that is based in individual project timelines.
    • Outline portfolio budget in individual project cost estimates.
    • Select candidates to project teams.
    • Establish a project office that will provide oversight and strategic direction to all projects.
    • Allocate managers and their deputies to all projects.
    • Set reporting rules and identify communication channels.
    • Negotiate procurement activities with contactors and suppliers.
    • Develop a risk mitigation strategy.
    • Make a list of deliverable acceptance criteria.
    • Conduct the kick-off meeting to discuss the project plan and agree on project launch.
  3. Execution.
    • Engage project teams in performing tasks and activities according to project plans.
    • Receive and review change requests.
    • Request the project office for portfolio governance and control.
    • Review current issues and develop solutions.
    • Manage authority delegation and project re-assignment to ensure balanced portfolio implementation.
    • Conduct status meetings to review individual project progress and overall portfolio progress.
    • Measure team performance and efficiency.
    • Review deliverable status against acceptance criteria.
    • Conduct a post-implementation meeting to summarize all the work done and state about project portfolio completion.
    • Re-work project plans if the meeting states about failure of at least one project within the portfolio.
  4. Harvest.
    • Report portfolio status to the project office and key stakeholders.
    • Confirm the portfolio (incl. individual projects) is completed so expected benefits of every individual project are realized and available now for review and analysis by the customer.
    • Approve change to the portfolio if the customer requests for some necessary improvements.
    • Develop detailed guidelines and procedures for implementing the improvement process.
    • Identify efficiency opportunities that project teams can gain from the improvement process.
    • Perform the process to make the portfolio more optimized and improved.
    • Report on portfolio completion to the customer when the portfolio is done.
    • Receive deliverable acceptance approval from the customer.
    • Celebrate success of your project portfolio.
    • Perform a lessons learned meeting ...

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

CentriQS Tasks Management Solution new

Looking for multi-user task management software? Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules. Increase productivity of your small business or office by better organizing your employees' tasks and time.

FREE Download CentriQS

CentriQS new -15% OFF
All-in-one business management software
for small and midsize enterprises

VIP Task Manager
Multi-user project management software
to plan, schedule and track project tasks.

VIP Checklists
More than 750 ready-to-use to-do lists
to plan your personal and business life

VIP Team To Do List
Professional task management software
to make and send team todo lists by email

VIP Organizer
Personal time management software
to organize time at home and at work

VIP Simple To Do List
Simple and effective to-do list software
to plan daily chores, trips, wedding, etc.

  Products *Solutions* Download Buy Support Contact My Account 

  Copyright 2004 - 2024 VIP Quality Software, Ltd. All Rights Reserved.

Site Map
Legal Information