Strategic Portfolio Planning


Product Description

Easy to use productivity tool designed to prioritize and rack & stack projects in a super flexible score card format. Keep track of multiple business units, sub-segments, projects, different sets of strategic criteria, along with access to an unlimited number of hyperlinks to supporting documents.

Now available with the option of our mobile app (W5T Cloud) to allow you to remotely use your smartphone or tablet, look up your information as well as capture action items and sync to your computer.

Home Page

Home Page

Dashboard Page

Dashboard Page

Cost Savings

  • Save 50+% vs. larger enterprise systems
  • Payback your investment in a matter of days vs. months
  • Customer support available 7 days a week
  • Free upgrades for the first year

Customized for Strategic Portfolio Planning


  • Strategic Alignment
  • Uniqueness
  • Technical Fit
  • ROI



  • Risk
  • Production Capability
  • Competitors
  • Time to Market



Settings Page [All fields with yellow background may be modified]

Settings Page

Category, Status & Priority Codes established for managing strategic portfolios: easily modified to fit your exact business needs

Easy to Use

  • Built for Excel users. Leverages the power of MS Office
  • Fast set up, no IT support needed
  • FAQs and How to Use documentation included for easy reference
  • Simple to modify, no manual required

Operating System Requirements

Designed to work with Microsoft Excel for Windows 7 and 10: Office  2007, 2010, 2013 and 2015. Mac OS X: Office 2011 and 2015.

[button color=”#f47c04″ size=”xl” link=””]Buy Now[/button] Strategic Portfolio Productivity Tool ($299)

[button color=”#f47c04″ size=”xl” link=””]Buy Now w/ Cloud Access[/button] Strategic Portfolio Productivity Tool ($299) + W5T Cloud Mobile Access ($20/month)

Leave a Reply