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Project Portfolio Management Templates with Flight Levels & OKRs

Explore our Project Portfolio management templates, designed for implementing Flight Levels and OKRs. Simplify complex portfolios, visualize projects across different Flight Levels, and seamlessly align them with your OKRs. Make informed decisions, optimize resources, and achieve strategic goals effortlessly with our intuitive project portfolio management templates. Elevate your Project Management experience today!

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Welcome to our project portfolio management template collection, carefully crafted to elevate your management experience with a strong emphasis on Flight Levels and OKRs. At Kanban Zone, we understand that managing complex portfolios can be a challenging task, especially when dealing with multiple Flight Levels and aligning them with your OKRs. That’s why we’re thrilled to offer you a diverse range of project portfolio management templates specifically designed to simplify portfolio organization, track progress, and visualize your projects comprehensively across different Flight Levels. With their help, you can curate a visually insightful portfolio that empowers you to make informed decisions, optimize resources, and achieve your strategic goals effectively at every Flight Level. Embrace the power of our intuitive and customizable project portfolio management templates, and explore the endless possibilities of streamlined project portfolio management with Flight Levels and OKRs at the core of your success!

Project Portfolio Management Template Library

Portfolio Kanban - Delivery Template for Software Team

FL1 – Delivery Team (Software)

Each team can have their own Kanban board with their specific way of flowing their work. The cards from the Team boards are children of the parent cards on the Discovery board, but just like all cards in Kanban Zone, you can also identify your dependencies between cards by using the predecessor/successor relationship. These dependencies can be associated to cards on the same board, or other boards to create more connected boards.

Portfolio Kanban - Discovery Template

FL2 – Discovery (Product)

The cards on the Discovery board are large amounts of work that can be categorized as feature work focused on delighting customers, and operational work to support the product as well as manage the technical debt of that product. Each product has a team of experts that uses a Discovery board to define, evaluate and prioritize the work for that product. Once the cards are clear on the Discovery board, they can be broken into smaller cards on the Team boards using again a parent/child relationship.

Portfolio Kanban - Strategy Template

FL3 – Strategy (Executives)

The cards on the Strategy board are associated to investment categories illustrated on the board above as colored card labels. These cards are linked using a parent/child relationship to cards on the Discovery board. Because our coaching focuses on building the most efficient way to flow work across your organization, we often re-structure organizations around products, which can be actual products or groups of capabilities (services or processes) that are categorized as products. Each product has a team of experts that uses a Discovery board to define, evaluate and prioritize the work for that product.

flight levels

Flight Levels (FL1-FL2-FL3)

Flight Levels provides a holistic approach to agile transformation that emphasizes collaboration, transparency, and continuous improvement across all levels of the organization. This project portfolio management template offers an example based on Dr. Klaus Leopold’s training program from the Flight Levels Academy.

OKR screenshot

Objectives and Key Results (OKRs)

OKRs stands for ‘Objectives and Key Results’. It is a management methodology used by the world’s leading organizations to help teams align their goals and track their progress. As the name suggests, OKRs consist of a few Objectives and Key Results. This project portfolio management template gives you the opportunity to connect visual management to OKRs like never before.

Software Lifestyle Template

Project Portfolio Management Template: Software Lifecycle

Track your software development lifecycle (Design, Delivery, and DevOps) from Roadmap to Release to Iterations. This template provides the entire software lifecycle so you can manage everything about your software development process on a single board.

Need a Template? If you can’t find the right template for your needs, just contact us and we will gladly add a board template to Kanban Zone that suits your needs.

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It has helped us organize all our projects and our teams to better collaborate. This solution is much more flexible and customizable than most we have seen. Great tool!

Jerome GJerome Guidollet, CEO at Tuango Inc

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It’s simple to set up and change. They have plenty of templates, and you can set your boards up almost any way you like. I’ve been in process improvement for quite some time. This is the first product I would endorse.

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You can create any board you or your team may need, making it super flexible. I also love that it is 100% Kanban vs other software that tries to be everything to everybody.

Screen Shot 2022 01 06 At 10.32.19 PMHilary Torn, Affiliate Marketing Manager

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sfm qldKim Dyas, Project Manager at SFM QLD

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taylorTaylor Kane, Owner at Serenity Feng Shui

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I love that they’ve kept the UI simple and very easy to use. It promotes accountability and reduces the team friction caused by vaguely assigned tasks. Kanban Zone has helped me become organized without even trying hard :)

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Jesus CortesJesus Cortes, IT Manager at DBM Global Inc

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Lonne OsbornLonne Osborn, Director of Software Engineering at Space Data Corporation