Portfolio Management Methods

This poster shows the steps of the portfolio management process.

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Portfolio Dashboard

Use this dashboard spreadsheet to track the status of a collection of projects.

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Resource Planning

Use this spreadsheet to plan resources across projects and departments using Excel pivot tables.

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Project Management Steps

This poster shows the steps in predictive and agile project frameworks.

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Project Development Workbook

Why invent new templates for your projects? Start with these instead.

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Scheduling Spreadsheet

Enter tasks, durations and dependencies into this Excel spreadsheet. It will automatically calculate a schedule and plot a bar (Gantt) chart.

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Useful Software

Read about useful low cost software to manage projects.

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Decision Tree

Use this spreadsheet to create a decision tree.

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Work Breakdown

This Excel template outlines levels of the work hierarchy.

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Articles

Read dozens of articles about projects and strategy deployment.

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Case Studies

Read stories about Synergy's clients.

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Techniques Guide

Try these useful techniques for brainstorming, evaluating options, and facilitating groups.

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Quality Management Tools

The American Society for Quality hosts a library of dozens of useful tools and templates that are useful for managing quality and projects.

Go to the ASQ library