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Planview Customer Success Center

Capability adoption package for Investment and Capacity Planning

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De-risk your strategic bets with planning

Still managing your annual planning process in “spreadsheet hell” and haven't been able to adopt a better planning process? ​Join hundreds of other Portfolios customers who are streamlining their planning process with the Investment & Capacity Planning (ICP) capability.

By enabling this 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 visiblity to your portfolio plans, funding, capacity and work​
  • Gain clear strategic objective alignment and understandable tracking, status and progress​

Or are you already using the Investment and Capacity Planning (ICP) capability but can't scale it? ​

Regardless of where you are with your planning, Planview Professional Services has an Investment & Capacity Planning Adoption Package designed specifically to get you to value quickly and effectively. 

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What is Investment & Capacity Planning in Portfolios?

Planning is the key to focusing on what matters. Planview Portfolios Investment and Capacity Planning capabilities enable organizations to balance demand (potential and in-flight investments) against capacity constraints (people, money, time, effort) to create an investment plan that maximizes value. ​

It helps answer questions like:​

  • What is the best mix of investments to meet our portfolio targets and goals? ​
  • Do we have the resources to meet this demand in the requested timeframe? ​
  • What is the impact or tradeoff of making certain decisions? ​

Watch this video to learn more about Investment and Capacity Planning and how it supports Strategic Portfolio Management. ​

 

Investment & Capacity Planning Adoption Package

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

Add, or improve, Investment & Capacity Planning (ICP) in your Planview Portfolios solution with packages to quickly help you learn, iterate, refresh, or truly embed and operationalize this capability for strategic value.​

STAGE 1:
SOLUTION VISIONING
STAGE 2:
CAPABILITY AND PROCESS ALIGNMENT
STAGE 3:
OPERATIONALIZE, OPTIMIZE, AND EXTEND

  • 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).

  • 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.

  • 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!