Manage Your Project Portfolio

Using Tools to Manage a Portfolio

When I work with managers and management teams, they always want to know what tools they should use to manage the portfolio. When you start with portfolio management, start with stickies on the wall. As you become more facile with developing the portfolio and making decisions, decide whether index cards will work better for you. If you have to share information across a number of sites, a spreadsheet might work. Digital pictures always work.

I’m reluctant to use any high-tech tool to manage the portfolio, because any tool can be difficult to use and prevent people from making decisions as frequently as they need. I much prefer stickies and index cards.

Joe asks:

How Do I Create a Portfolio with a Geographically ...