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Mastering Prioritization: 5 Steps to Build Your Best 2025 Portfolio Plan

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Mastering Prioritization: 5 Steps to Build Your Best 2025 Portfolio Plan

Mastering Prioritization: 5 Steps to Build Your Best 2025 Portfolio Plan

Effective prioritization is the foundation of any successful portfolio. Without it, even the best strategies can derail due to misaligned resources, unclear objectives, or poorly selected investments. So, how do you ensure your organization is making the right decisions—every time?

Whether you're new to Strategic Portfolio Management (SPM) or refining your current approach, mastering prioritization is crucial for aligning investments with strategic goals, optimizing resources, and driving sustainable growth.

In this webinar, Planview VP, Product Management, Paul Jacobs and Director, Solution Consulting, AJ Shavell, will guide you through the five essential steps for effective prioritization. Attendees will learn how to:

  • Establish evaluation criteria for prioritizing investments
  • Capture demand and assess investment value with clarity
  • Set realistic targets, budgets, and constraints at all levels
  • Analyze and rank projects or initiatives using data-driven insights
  • Socialize priorities to avoid disruptions and keep plans on track

Effective prioritization is the foundation of any successful portfolio. Without it, even the best strategies can derail due to misaligned resources, unclear objectives, or poorly selected investments. So, how do you ensure your organization is making the right decisions—every time?

Whether you're new to Strategic Portfolio Management (SPM) or refining your current approach, mastering prioritization is crucial for aligning investments with strategic goals, optimizing resources, and driving sustainable growth.

In this webinar, Planview VP, Product Management, Paul Jacobs and Director, Solution Consulting, AJ Shavell, will guide you through the five essential steps for effective prioritization. Attendees will learn how to:

  • Establish evaluation criteria for prioritizing investments
  • Capture demand and assess investment value with clarity
  • Set realistic targets, budgets, and constraints at all levels
  • Analyze and rank projects or initiatives using data-driven insights
  • Socialize priorities to avoid disruptions and keep plans on track

  • Date

    Thursday, December 12th

  • Time

    10am CT | 4pm GMT

  • Location

    Online

  • Duration

    45 min plus live Q&A

Reserve Your Spot

Speakers

  • Paul Jacobs

    VP, Product Management

    Paul is a 15+ year veteran at Planview, specializing in cross-product solutions that enable connected work. His expertise spans platform connectivity, visibility, and administration, covering everything from strategy to execution across the Planview Platform, including analytics, reporting, and platform management.

  • AJ Shavell

    Director, Solution Consulting

    AJ is a Director of Solutions Consulting at Planview, where he collaborates with customers to help them optimize their current strategy, solutions, and processes to drive successful business outcomes. AJ is an experienced technology consultant with 10+ years of expertise in Work Management, Strategy Planning, and Technology Consulting.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.