Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Capability adoption package for Investment and Capacity Planning

  1. Last updated
  2. Save as PDF

De-risk your strategic bets with planning

With Planview’s portfolio planning capability you can: ​ 

  • Evaluate alternate plans and scenarios to help you make stronger strategic decisions​ 
  • Learn what to fund and where to allocate your capacity​ 
  • Accurately forecast and estimate the real value of your investments​ 
  • Bring visibility to your portfolio plans, funding, capacity and work​ 
  • Gain clear strategic objective alignment and understandable tracking, status and progress​ 

Whether you are looking to get started, optimize your process or struggling to scale, Planview Professional Services has an Investment & Capacity Planning Adoption Package designed to get you to value quickly and effectively.  Reach out to your Account Executive or Customer Success Manager and get started today! 

 ICP Dashboard.png

Portfolio Planning Capability Adoption Package 

Get up and running in as little as one month with help from the Planview Professional Services team.​ 

Add, or improve your use of, Portfolio Planning in your Planview Portfolios solution with packages to quickly help you learn, iterate, refresh, or truly embed and operationalize this capability for strategic value:

Map with pin with solid fill Gears with solid fill Questions with solid fill
Program that quickly enables the capability and works with you over an extended period to learn, iterate, improve and truly embed and operationalize for value  Includes process best-practice design, tool configuration and usage, reporting/analytics, and end-user enablement that will get you to value quickly Builds end-user confidence and solidifies adoption with guided coaching through actual production execution cycle scenarios (annual planning, portfolio reviews, etc.)

What’s included?

STAGE 1:
SOLUTION VISIONING
  • Deep dive hands-on demonstration with core team, guided by the Planview Adoption Framework. 
  • Review customer use cases and business outcomes to define and prioritize the MVP scope and future roadmap releases. 
  • Scope and prioritize activities and actions to prepare MVP, releasable capability. 
  • Define success criteria for the adoption of investment planning (KPIs or OKRs). 
STAGE 2:
CAPABILITY AND PROCESS ALIGNMENT
  • Build out solution, utilizing best practice processes and recommend solution configuration, aligning to customer processes and data. 
  • Align template portfolio management reports and dashboards with customer specific data. 
  • Develop end user materials including process and quick reference guides. 
STAGE 3:
OPERATIONALIZE, OPTIMIZE, AND EXTEND
  • Roll out and operate weekly/monthly/ quarterly/annual portfolio management processes. 
  • End users able to utilize Planview experts to provide coaching, mentoring, and practical tool guidance. 
  • Track achievement of capability adoption with KPIs and OKRs. 
  • Identify, prioritize, and iteratively deliver incremental improvements and additions 

Interested? Please reach out to your Account Executive or Customer Success Manager today!