Project portfolio review templates

A project portfolio review compares all the projects a team or company is running. Leaders use it to see status, cost and value side by side, and to decide what to continue, change or stop.

Include a list of projects with owners, status and health for each, budget against actual spend, expected value or benefit, risks and dependencies, and decisions and recommendations. Score every project on the same few criteria, so leaders can compare them fairly.

It is a regular look at all current projects together. The aim is to check progress and decide where time and money should go.

Quarterly is common, and some teams do it monthly. Choose a rhythm that matches how fast your projects change.

Show each project’s status, spend, benefits and risks in one view. End with clear decisions on which to continue, adjust or stop.

Senior leaders, finance and the project or program managers. Keep the group small enough to make decisions in the meeting.

Start with Annual Portfolio Planning Slides: Helps leaders choose which projects to start, continue, pause or stop, against capacity and budget. If that is not the right fit, compare it with Project Prioritisation Framework.

The templates here are 7 to 11 pages long. Cut any section you do not need; each template explains what its sections are for.

Yes. These project portfolio review templates work in Google Slides, Microsoft PowerPoint, Google Docs, and Microsoft Word. All 3 templates are free, with no account or email needed.