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Project Screening

Basic idea

The portfolio-level decision of which projects to do at all. Organisations need a formal, structured process to select, prioritise, oversee, and hold projects accountable — otherwise resources go to whoever shouts loudest.

Key facts

  • Screening criteria typically combine strategic fit, ROI, risk, resource availability.

  • Done at portfolio level, not by individual project teams.

  • Output: prioritised list of approved / deferred / rejected projects.

“If you don’t know where your going any road will take you there”. Any Road by George Harrison –The Beatles

  • The place to start is at the beginning!

  • Organisations need a formal, structured approach to:

    • Select

    • Prioritise

    • Have oversight

    • Drive accountability

Project Screening

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