Portfolio Mondays
Tools
These are the stealable one-pagers from Portfolio Mondays on Portfolio Intelligence. Download or print one, fill it in, and run it on your own book of work this week. AI can draft the pieces. You own the tradeoffs.
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Project Shop to Portfolio PMO: The First 90-Day Map
90-Day Starter Checklist
Install intake, prioritization, and cadence in ninety days, so a project shop starts acting like a portfolio PMO.
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Intake That Protects Capacity (And How AI Triages the Pile)
Intake One-Pager: Accept, Park, or Decline
Treat every new ask as a capacity transaction with three outcomes only: accept to the scored queue, park, or decline.
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Prioritization Without Politics Theater
One-Page Scoring Sheet
Score accepted asks in the open on the same five lenses, draw the capacity line, and log fund, pause, or kill.
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What Replaces the Status Meeting Graveyard
One-Page Portfolio Operating Rhythm
Write down who meets, in what order, who can fund, pause, or kill, what gets prepped, and where the decision log lives.
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The Risks That Live Between Projects
One-Page Portfolio Dependency View
Put every dependency that crosses a project boundary on one page, with one owner and an honest confidence call.
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Stage Gates That Can Actually Say No
Kill, Pause, or Fund Gate Card
Five questions, one page per item, so a gate can force a real kill, pause, or fund call after kickoff, not just before.
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Each template is a two-page PDF: the blank sheet first, then a fictional worked example. You can also print from the worksheet page. Back to the homepage