Lean Portfolio Management




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.

Template Details:

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.

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