Lean portfolio management is a methodology that helps organisations optimise their investment in resources and initiatives, in order to achieve better business outcomes. It is based on the principles of lean thinking, which aim to eliminate waste and optimise value.
The portfolio section is used to track the performance of your portfolio. It includes information such as the portfolio size, the number of projects in the portfolio, the number of days the portfolio has been active, and the total value of the portfolio.
The project section is used to track the progress of individual projects. It includes information such as the project name, the project manager, the project status, and the project budget.
Format: MS Excel
- Prioritise and align investments with strategy
- Eliminate waste and maximise value
- Improve decision making
- Foster collaboration and communication.
How to download in less than 2 minutes?
1. Is it safe to provide my credit card/payment information?
YES, our store is powered by Shopify which is one of the most trusted e-commerce platforms. Shopify is certified Level 1 PCI DSS compliant. All Shopify stores include an SSL certificate that uses industry standard 256-bit encryption technology. This is the same level of encryption used by large banks to keep your information secure.
2. Will I get support if I have an issue or a query?
Definitely, yes, we have a dedicated support team who will happily assist. It can be an issue or any help with our templates. Our support policy is to address the customer query ASAP regardless of the product they purchase.
3. Is this a one time payment or monthly membership?
All our products are ONE TIME PAYMENT. We do not offer subscriptions so whatever you pay will be be one time.
4. How do I access my downloads?
After you checkout, you will be taken to a download page. You will also get a download link in your email.
5. What if the download link does not work?
Sometimes links can be blocked by a corporate firewall so please try using the link from a different network or from home. If you still cannot access drop an email to firstname.lastname@example.org and use our Contact Us Page.
6. Do you provide refunds?
We will REFUND the full amount in the following scenarios -
- Templates don't work as described, and we cannot fix your problem in a reasonable time.
- Templates are missing from your download and we cannot provide you the same templates shown on the site.
- You are not able to access the download. We will try to provide different mediums but if none of them work for you then we will refund your amount. Check our Refund Policy.
7. What are the different types of payments accepted?
We accept PayPal, Apple Pay, Google Pay, Master Card , Amex and VISA.
8. Do these templates work with Excel?
Yes, the templates are built using MS Office so will work on Excel.
9. Can the templates be customized or edited?
Yes, our templates can be edited and changed as you need. There are no restrictions.
10. Why do you have a logo on the documents?
The Techno-PM logo is only visible on the template images. We do not use logos on templates so you can customize the template as needed.
9. How will I get my FREE monthly updates?
We will send download links to your email in the first few days of the month. We will send it to the email provided when making the purchase.
Payment & Security
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.