PMO IMPROVEMENT & PLANVIEW OPTIMIZATION
Make Planview work for your PMO. Connect everyday delivery to strategic priorities, give leaders a clear view of progress, and put your next improvement in motion.
FIND YOUR STARTING POINT
Ten practical questions. Three priorities to explore. Start with the processes, information, and delivery habits that shape your Planview experience.
Review governance, reporting, strategic alignment, delivery flow, and purposeful AI. Your answers shape a practical improvement guide.
Anonymous answers and completion activity are saved to help improve this service. No name or email is required.
YOUR IMPROVEMENT GUIDE
Days 1–30Validate the friction and establish a baseline.
Days 31–60Implement and test one focused improvement.
Days 61–90Review adoption and results; prioritize the next change.
A guide based on your own answers; priorities need validation against your environment. Anonymous answers are saved for service improvement. Share your guide through an inquiry if you would like Steven to discuss it with you.
01 / HOW WE HELP
Strategic alignment and value delivery guide every engagement. We improve governance, reporting, delivery practices, and AI in Planview around your business priorities, with a clear scope and agreed measures of success.
Keep investment and delivery decisions aligned with strategy through clear intake, approvals, and handoffs people can follow.
Planview Portfolios · Lifecycles · Logbook
Discuss your processesWe design and build Power BI reports from Planview OData to give leaders visibility into strategic progress, value, Feature timing, and the balance of maintenance and development.
Portfolios · AgilePlace · Power BI / OData
Discuss your reportingConnect work items to Features, strategic initiatives, and intended value so leaders can prioritize the work and follow delivery.
AgilePlace · Portfolio reporting
Discuss your delivery workflowReduce repeat preparation and strengthen the links between work, strategy, and value with prompts built around your processes and review standards.
Planview Anvi · Your available data and capabilities
See an Anvi prompt exampleRole-specific guidance, practical documentation, and a walkthrough of the changes help your team put each improvement into practice.
02 / A CLEAR STARTING POINT
Find the friction.
Focus on value.
Assess how well your governance, configuration, reporting, and delivery practices connect work to strategy and make value visible. Identify the barriers and prioritize improvements around the outcomes your organization needs.
Discuss your assessmentFor PMO leaders and Planview owners who need a clear improvement plan. Start with a conversation about your environment and priorities.
WHAT YOU WALK AWAY WITH
A clear account of the problems, their impact, and the process or configuration behind them.
Recommended changes organized by strategic alignment, expected value, effort, and dependencies.
A practical sequence of improvements, with near-term priorities and a view of what comes next.
A focused scope with deliverables, responsibilities, and acceptance criteria.
Agreed outcome measures, plus baselines for strategic traceability, reporting effort, and delivery performance.
Your PMO or portfolio lead, the Planview platform owner, and selected people who use the processes or reports being reviewed.
Your main questions, examples of reports or workflows that need attention, and the priorities driving the work. Relevant material and access are agreed during scoping.
Before the assessment begins, we agree the scope, deliverables, participants, fee, and schedule. Timing reflects the work involved and the availability of your team.
Illustrative scope, sequence, and deliverables. Your engagement is agreed around your priorities, access, and team availability.
Review a representative intake-to-delivery workflow and the leadership decision it should support. Involve the PMO lead, platform owner, and selected users.
Walk through sample requests, handoffs, fields, and reports. Record friction, likely causes, and a baseline for the improvement you want.
Receive findings, prioritized improvements, a proposed 90-day sequence, and a defined first implementation with acceptance criteria.
A clear path forward. Use the assessment to prioritize the work, commission a focused implementation, and identify where ongoing product ownership would help.
03 / THE WAY WE WORK
A practical path from
strategic priority to useful improvement.
Every engagement starts with the value to be delivered and agreed measures of success. The process, dashboard, delivery workflow, or AI prompt is designed around that purpose.
Understand the business problem, the strategic priority it affects, and the people involved. Agree on the intended value, scope, and acceptance criteria.
THE FOUNDATION Requirements, priorities & acceptance criteria
Develop the agreed configuration, reporting, workflow, or prompts. Test representative scenarios and review the results with the people who will use them.
THE IMPROVEMENT A tested solution & documented decisions
Equip your team to use the changes, review results against the intended value, and identify the next improvement that supports your priorities.
THE HANDOFF Documentation, team enablement & next steps
EXPERIENCE THE CONNECTION
Choose a request. Follow its purpose. Change its status or priority and see how the leadership view responds.
Changes affect this demonstration only.
Work links directly to a Feature and intended value. The Feature connects to an Epic. Completion records delivery; evidence is still needed to confirm a realized benefit.
See the implemented solution ↗Anonymous selections and demonstration changes are saved to help improve this service.
CASE STUDY / FROM CARD TO PORTFOLIO
Give leadership a clear path from strategic initiatives to the work that delivers them. Backlog cards connect to Feature and Value Delivered parent cards on a second AgilePlace board, and Features roll up to strategic Epics.
This backlog preparation example was developed in under 40 hours. Together with two custom Power BI report packages built from Planview OData, the workflow makes progress, intended value, Feature timing, and the balance of maintenance and improvement work visible to leadership.
Explore the case study View the upcoming Feature GanttPlanview AgilePlace · AI prompt engineering · Power BI
RESULTS FROM THIS WORKFLOW
hours per board manager
per year, annualized.
Every backlog card has one Feature and one or more Value Delivered cards as parents on the Planview Epics, Features, and Value Delivered board. Features connect to Epics that define strategic initiatives, making the path from everyday work to strategy visible.
Custom Power BI reports built from Planview OData show delivered work and the value it supports, expected Feature timing, and the balance of run-and-maintain work versus improvements and development. Once developed, the reports can be refreshed and published as needed.
Annualized from the reported 4+ hours saved weekly per board manager over 52 weeks. Potential savings scale as more managers adopt the same board structure and workflow and achieve similar savings.
04 / ANVI IN PRACTICE
THREE-STEP ANVI PROMPT
Weekly backlog preparation
Prepare new backlog cards for delivery and connect them to Feature and Value Delivered parents, keeping their link to strategy and intended value visible.
Review the Planview Product Backlog board in AgilePlace and identify cards created in the last week. For each new card, review its title and description and determine the single Feature and one or more relevant Value Delivered cards on the Planview Epics, Features, and Value Delivered board. If the work card has no Feature parent, add the selected Feature card as a parent. If it has no Value Delivered parents, add the relevant Value Delivered cards as parents. Create these parent-child links across the two boards. Preserve existing parent links and avoid duplicates.
Review each new card’s description and comments. If both sections already exist in the description, proceed to Step 3. Otherwise, preserve all existing description content and add whichever sections are missing. Add relevant bullets only if the available information is sufficient to support them. Do not invent requirements.
If Card Size already has a value, take no action. If it is blank, estimate the administrator effort in hours needed to carry out the card’s requirements and enter that estimate in Card Size.
Public adaptation of the backlog preparation prompt, with internal board identifiers omitted. Card Size represents estimated administrator effort in hours.
Scope the questions, design and validate the prompts, then equip your team with a reusable playbook and a practical walkthrough.
PROFESSIONAL RECOMMENDATIONS
LinkedIn feedback on Steven’s work in prior professional roles.
View Planview credentials“Steven Wood is highly skilled in portfolio analysis and reporting.”
LET’S START WITH YOUR PRIORITIES.
Tell us which strategic priorities your team needs to advance and what leadership needs to see. We’ll identify practical Planview improvements that connect the work to those outcomes.
FIND YOUR STARTING POINT
01 / HOW WE HELP
02 / A CLEAR STARTING POINT
03 / THE WAY WE WORK
EXPERIENCE THE CONNECTION
CASE STUDY / FROM CARD TO PORTFOLIO
PROFESSIONAL RECOMMENDATIONS
LET’S START WITH YOUR PRIORITIES.