Gartner Research

Toolkit Sample Template: Project Portfolio Analysis: Seven Steps to a Prioritized Project Portfolio

Published: 20 April 2007

ID: G00147277

Analyst(s): Michael Gerrard


Determining which projects IT should work on and in what order is a business decision-making responsibility for which many businesses lack a defined mechanism. This Toolkit provides a blueprint that can aid in that decision-making process.

Table Of Contents
  • Project Portfolio Analysis Process
    • Step 1: Portfolio Definition
    • Step 2: Assessment Criteria
    • Step 3: Investment Spending Allocation
    • Step 4: Rank Current and Potential Investments
    • Step 5: Consolidate and Rank Portfolios at the Enterprise Level
    • Step 6: Portfolio Cutoff Optimization
    • Step 7: Ongoing Investment Rebalancing

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