Individual capabilities
A confirmed gap means Absent now → Required later. A target with an unknown current state is a question to investigate. Parent judgements are shown separately and do not add to these totals.
Work with the inventory
Leave this off to record a separate parent judgement. Bulk changes include children hidden by filters; Undo restores the previous values.
Changes stay in this page. Save a file before reloading or leaving.
Save or load a worksheet
Save the complete hierarchy, names and assessments. CSV includes row IDs so duplicate names remain separate. JSON is an alternative complete copy.
Files are read in this browser. Loading first shows a preview; applying it replaces the worksheet and can be undone. Original five-column CSV exports are supported, including custom capability names. Reloading loses unsaved changes; there is no automatic browser save.
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From a capability list to a useful discussion
What is P3M?
P3M means portfolio, programme and project management. Here the focus is the portfolio office's operating model: governance, control measures, reporting and project support.
- Portfolio management: choose and coordinate investments in line with strategy, including prioritisation and resource allocation.
- Programme management: coordinate related work, interdependencies, outcomes and benefits.
- Project management: organise the work needed to deliver defined outputs and objectives within agreed constraints.
This author-created inventory is not a P3M3 assessment. The separate PeopleCert P3M3 model assesses organisational maturity through its own framework and assessment process.
How to assess a hierarchy
- Agree scope and a time horizon. “Required later” might describe an 18-month target, or another horizon your group chooses. This worksheet does not determine a realistic delivery date.
- Choose the depth. Start with the four categories for a short strategic discussion; add subcategories for a tactical review; inspect individual capabilities for detail. The original guide suggested roughly 30 minutes, two hours and four or more hours respectively. These are workshop planning suggestions, not measured completion times.
- Record what you know. Present/Absent describes the current state; Required/Not required describes the chosen target. Blank means unknown or not yet decided. Outside scope is an explicit separate choice, so it is not silently counted as missing.
- Use parents deliberately. Portfolio → Pipeline management → Intake is one example. A parent judgement is independent of child judgements. Enable bulk changes to set its children to the same value; turn the option off to retain differing assessments.
- Investigate before planning. Filter confirmed gaps and unknown targets separately. Agree evidence, an owner and a practical next step outside this worksheet; a count alone does not establish priority or improvement effort.
Adapt, save and revisit
Rename any row, add capabilities to a category or subcategory, and remove individual capabilities that are irrelevant. Clear assessments keeps the edited inventory. Restore fictional example replaces both the inventory and its example values. Both changes can be undone.
Save CSV or JSON, then load it to preview the complete replacement. The original five CSV columns are Category, Subcategory, Capability, Current Operations and Future Operations. New CSV files add ID, Parent ID and Type so edited hierarchies and repeated names round-trip. Values are YES, NO, NA or blank.
For context, read the portfolio-framework guide, compare data-maturity questions, or use the service trident to discuss the kind of help needed.
What this worksheet leaves out
A binary judgement does not measure quality, consistency, maturity, evidence strength or business value. Different capabilities may overlap and have very different costs. The supplied taxonomy is a starting point to challenge, not a complete or universally required operating model.