Without portfolio and capacity management, organizations risk doing too many things at once, overloading teams, and wasting resources on low-impact work. This role ensures the right initiatives move forward, that teams have the capacity to deliver, and that leaders can confidently make decisions.

The role of Portfolio and Capacity Management is to strategically select, prioritize, and oversee an organization’s projects and programs while ensuring that the necessary resources (i.e. people, time, budget, tools) are available to execute them well. It balances demand and capacity to optimize value delivery, reduce risk, and align execution with organizational goals.

Available services include:

• Staff utilization tracking

  • Tracking employees time on projects can be a laborious task that pulls you away from important organizational work. I can provide tools to minimize this tracking process so you can focus on other priorities.

• Project onboarding & integration

  • Starting a successful project requires the right people in the room, an agreed understanding on roles and responsibilities, and a roadmap to meet deliverables. I can help facilitate, manage, and lead the project from planning to execution.

• Timeline and resource management

  • Managing multiple timelines for complex projects requires an understanding of available resources and people across your organization. I can develop an organizational timeline including the resources and people required to manage them to people do not feel over capacity and projects are meeting milestones and deliverables on time.

If you are interested in a free consultation to discuss any of the above options for your organization, please visit the Contact page.