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Planview Strategic Portfolio Management Maturity Journey



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Today's EPMO must evolve to meet new challenges and support how teams work with agility and adaptability. Planview's Strategic Portfolio Management (SPM) maturity journey offers a guide to help organizations quickly realize this evolution. This guide is detailed into progressive steps with distinct areas of focus, which have been ordered to make an organization's journey as efficient as possible. The information and tools in the following sections are designed to help you understand and navigate this journey.


What is the Strategic Portfolio Management Maturity Journey?

Why Mature? A Journey for Every Enterprise

Organizations – and EPMOs specifically – must respond to change and uncertainty in ways they never have before. The role of the EPMO continues to grow, and as strategic drivers of the organization, they ensure alignment, mentoring, and continuous improvement throughout the organization.

Planview's SPM maturity journey enables a modern approach to your organization's processes. Organizations can empower teams to take on more independent planning and execution around the work – ensuring the right teams focus on the right work at the right time – while orchestrating across teams to deliver value.

The reason for an organization to mature is simple: adaptivity. The best place to start is understanding where you are now on your journey, and the next steps to get you where you want to go.

  1. Commit to the journey. As with any change, it will take time to see the benefits.
  2. Update existing processes to accept change as a constant. Becoming adaptive is more than just a mindset: it modernizes how organizations carry out portfolio and work management.
  3. Ensure the organization's application portfolio is aligned to corporate strategy so that technology investments create or support the right business capabilities.
  4. Accelerate adaptivity by enabling top-down capacity planning and investment modeling of portfolio impacts, trade-offs, and changes.
  5. Ensure that you have just enough governance and that work is not slowed down by unnecessary processes.
  6. Empower your teams to increase process automation and agility. One-size-fits-all no longer works. Organizations must embrace differences as the new norm to allow teams to use the delivery methods that best fit the work and desired outcome.


Mature Your Strategic Portfolio Management Processes

Every company's journey is unique, but we've found most fit into one of two paths to start to mature their strategic portfolio management processes. Planview has developed two journeys to match these distinct approaches. The section below will help facilitate the conversation to determine which journey has the right starting point for your organization.

The SPM maturity journey is for most organizations that started with traditional project portfolio management (PPM) – usually within a PMO – and began to grow and mature out of traditional PPM and into SPM.

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Achieve Business Value

To derive the full business value from your capabilities, employ the business processes and best practices aligned to your capabilities while putting in place analytics and reporting to quickly analyze information. This will prevent over-engineering and ensure you're optimizing business value and user experience.

When you’re ready to implement or mature your capabilities to maximize business value, visit the Planview Capability Framework for more information.

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Strategic Portfolio Management Capabilities

Each organization will have a distinct journey and process for how capabilities are implemented and matured. Planview capability maps and journey assessments are used to understand where you are today and what the next steps on your journey will be. Download the Planview Strategic Portfolio Management Capability Map where you can mark which capabilities you are using now and which you would like to implement next. To help you as you fill out your map, the journey assessment in the next section will ask questions about how your organization is working today.

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Customer Journey Assessment

Our customer journey assessment is a tool that will help you map out your journey and understand other areas you'd like to mature. The questions in the assessment point to principal areas for maturity. Once your answers are marked, you'll have a visualization of where you are on your journey. This serves to foster discussion around which areas you want to focus on to move the needle forward.

A major component of mature SPM is a connected enterprise architecture (EA) aligned with SPM processes. To understand where you are today in both your SPM and EA processes and what you want for your next steps, we have compiled an assessment for each journey, detailing relevant questions around what you are doing today and the areas you are looking to mature. 

In addition to the images below, we've created an interactive survey to take the assessments and create a PDF visualization of the questions and answers to help roadmap your journey: 

SPM Customer Journey Assessment Survey

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The Right Tool for the Work

When it comes to empowering teams, having the right tool for the work is key. Understanding the benefits of each tool while establishing their use cases – in contrast to only using the traditional work breakdown structure – is crucial to modernizing how your teams are empowered to work. This section compares the basic features of ProjectPlace and AgilePlace in a cross-reference grid, followed by additional resources for diving deeper into each tool.

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ProjectPlace Resources

Connected ProjectPlace in the Planview Capability Framework
Demonstrations and Webinars 
ProjectPlace Enablement Webinars and Training Materials (Free and Recorded) 
Product Help in the Customer Success Center 


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Get Help Along the Way

If you need additional support as you make this transition, Planview offers several services to help you throughout the process.

Evolve Advisory Services

We partner with you, get to know your business, and apply our knowledge of best practices to help you achieve your strategic business outcomes.

Planview Professional Services

Our global team is here to help with FastTrack  implementation services specifically tailored to target common organizational needs and quickly drive tangible results.

Remote Advisory Service (RAS) Hours

These are specialized hours designed to help address specific customer needs, bridging the gap between Customer Care and on-site Planview Consulting, allowing you to receive quick and cost-effective enablement.

Customer Success 

For assistance with the customer journey workshop materials or defining your own customer-specific journey that aligns to Planview capabilities and delivers the business outcomes you need, reach out to your Customer Success Manager. If you don't have a Customer Success Manager, reach out to our Customer Success Specialist teams for Planview Portfolios or Planview AdaptiveWork.

For technical or product support questions, please reach out to the Planview Customer Care team.