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Portfolio Control Toolkit
End-to-end portfolio visibility across projects, risks, milestones and resources, for PMOs managing more than one programme.
The Problem This Solves
Organisations managing multiple projects rarely have a single, reliable view of their portfolio. Data sits in different spreadsheets, RAG ratings are inconsistent, and resource conflicts only become visible when it is too late. The Portfolio Control Toolkit brings everything into one structured, Power BI-ready model, built on proven portfolio management principles.
What's Included
- ✓Everything in the Governance & Reporting Toolkit
- ✓Portfolio-Ready Project Tracker: expanded structure feeding Power BI
- ✓Resource Demand Planner: role-level capacity vs demand
- ✓Pipeline & Prioritisation Tracker: intake, scoring and prioritisation in one sheet
- ✓Dependency Log: cross-project dependency mapping
- ✓Basic Benefits Tracker
Who It's For
Head of PMOPortfolio ManagersTransformation DirectorsPMO Consultants
Want this configured for your organisation?
The toolkits are ready-to-use Excel workbooks. If you need them set up for your specific structure, that's available as a separate advisory engagement.
→ View advisory servicesℹ️
What you are purchasing vs what the visuals show
Purchasing this toolkit gives you professionally structured Excel workbooks — ready to use from the moment you download them. The interactive dashboards and visualisations shown below are examples of what Silver Six builds for clients through our advisory service — they are not included in the toolkit purchase and require a separate engagement.
Inside the Toolkit
What Silver Six Can Build From This
12
Projects scored
Across 4 directorates
7
Recommended to start
Green priority
34.2
Total FTE demand
Peak Q2 2025
3.6/5
Avg weighted score
Portfolio average
| # | Project | Category | Score | RAG | Rec. |
|---|---|---|---|---|---|
| 1 | Mandatory | 4.8 | G | Start | |
| 2 | Strategic | 4.5 | G | Start | |
| 3 | Strategic | 4.2 | G | Start | |
| 4 | Mandatory | 4.1 | G | Start | |
| 5 | Strategic | 3.9 | G | Start | |
| 6 | Strategic | 3.6 | A | Review | |
| 7 | Discretionary | 3.4 | A | Review | |
| 8 | Discretionary | 3.1 | A | Review | |
| 9 | Discretionary | 2.8 | R | Defer | |
| 10 | Discretionary | 2.4 | R | Defer |
This prioritisation dashboard is an example of Silver Six advisory work
Not included in the toolkit purchase. If you'd like a portfolio prioritisation model built for your organisation — with weighted scoring, FTE demand modelling and Power BI — that's available through our advisory service.
Resource Demand Planner
Total demand
312 days
across 6 projects
Available capacity
284 days
28 day shortfall
Roles over capacity
2 of 8
above 100% utilised
This resource demand planner is an example of Silver Six advisory work
Not included in the toolkit purchase. If you would like a resource capacity model built and connected to your portfolio, that is available through our advisory service.
Resource utilisation by role
PMO Lead
112%
R
Risk Manager
119%
R
Senior PM
97%
A
Business Analyst
94%
A
Change Lead
78%
G
PMO Analyst
72%
G
Technical Lead
65%
G
Finance Partner
58%
G
Under 90%90–99%100%+ over capacity
Demand by project
Upcoming peaks
Q2 cutover sprintHigh
ERP go-live prepMedium
Board reporting cycleLow
Want the full suite?
The Complete Silver Six Toolkit includes every product plus a one-hour implementation call.
View Complete Toolkit — £1,199 →