Strategic Portfolio Management (SPM) Trial Guide

This role-based trial guide will assist you and your team through your OnePlan trial. Also see our full user guides for more information.

Whether your portfolios consist of products, services or projects, strategic portfolio management means being able to change direction regularly and rapidly, based on trustworthy data that is easily visible and complete. It means having measurable goals and strategies (objectives and key results, or OKRs), followed by aligning ideas and activities to those OKRs. Finally, it requires making good decisions on the sequencing and re-sequencing of your initiatives based on metrics of value, capacity and business performance.