Business Consulting Project Portfolio Planning

A strategic toolkit for consultants and advisors

From plan creation to stakeholder communication, Portfolio Stack helps consulting firms build and deliver portfolios that are both client-ready and execution-focused.

Plan Builder

Generate tailored portfolios aligned with client goals.

Covers over 300 industries
Supports digital, HR, market entry, and sustainability plans
Perfect for proposal development and client onboarding

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Start building your roadmap in minutes

Work Dashboard

Manage client deliverables and monitor execution progress.

View cost, time, and task summary in one place
Detailed WBS by initiative and milestone
Export views to PDF or CSV for sharing

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Get a clear view of every initiative

Team Planner

Identify the roles needed to fulfill the strategy.

Outline roles, responsibilities, and rates
Suggest staffing models by client type
Customize teams for each client engagement

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Plan roles and resources with confidence

Integration Manager

Deliver plans in formats clients use.

Export to Sheets, Smartsheet, or TeamGantt (free)
Pro-level exports to Asana, Trello, Jira, and more
Ideal for transitioning clients into execution

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Sync your stack and streamline delivery

Strategy Toolkit

Access proven templates and strategy tools.

SWOT, PESTLE, stakeholder maps, proposal decks
Tailored to each plan’s focus area
Great for workshopping ideas or packaging deliverables

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Use proven templates to jumpstart planning

Insight Center

Benchmark client plans with industry trend data.

Compare budgets, timelines, and challenges
Learn from anonymized case studies
Share relevant insights in client presentations

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Explore benchmarks and best practices now

Initiatives consultants use Portfolio Stack to lead

Portfolio Stack supports a wide range of focus areas, from operational transformation to market expansion. Use it to build high-value portfolios for every client type.

Digital Transformation Consultation

Help clients adopt technology and modernize operations.

Boost efficiency and customer engagement
Overcome integration and skill gaps
Drive data-driven decision-making

Sustainability Consulting

Design impactful CSR and green business strategies.

Cut emissions and improve resource use
Meet stakeholder expectations and compliance standards
Support change management and public positioning

Human Capital Strategy

Build strategies to engage talent and increase productivity.

Improve recruitment, retention, and engagement
Align HR initiatives with business goals
Address cultural and structural workforce challenges

Market Entry Strategies

Advise clients on how to expand with confidence.

Research new markets and mitigate risk
Design pricing, positioning, and promotion plans
Overcome regulatory and cultural barriers

Client Relationship Management

Improve how clients attract and retain customers.

Automate, personalize, and strengthen engagement
Guide CRM implementation and analytics use
Address consistency and feedback challenges

Quality Assurance Programs

Ensure clients deliver consistent, high-quality services.

Reduce errors and improve compliance
Embed continuous improvement into operations
Help teams own and evolve quality processes

Built for the people driving change in your industry

Portfolio Stack supports business leaders, managers, and operational teams with clear roadmaps, structured plans, and agile execution frameworks tailored to industry demands.

Business Leaders

Lead client transformation with confidence

Partners and firm leaders use Portfolio Stack to enhance strategic planning and streamline service delivery.

Standardize portfolio development
Benchmark engagements and track outcomes
Deliver client-ready insights, fast

Project Managers

Drive client projects from planning to execution

Delivery leads and client PMs manage complex portfolios with clarity using Portfolio Stack.

Plan multi-phase, cross-functional initiatives
Track milestones, budgets, and team needs
Export plans to preferred client systems

Consultants

Build high-impact plans, backed by insight

Consultants build better plans faster with templates, data, and frameworks built into Portfolio Stack.

Draft deliverables in hours, not days
Use data to sharpen recommendations
Customize strategy by industry and challenge

Trusted by teams like yours

Having access to industry benchmarks in the Insight Center made our sustainability engagement far more impactful.

Omar Chan

Director of Transformation

Apex Strategy Group

The Toolkit gave our client teams the structure they needed to workshop their HR strategy on day one.

Renee Lopez

Senior Consultant

StratEdge Advisors

We were able to spin up three tailored market entry strategies in one day—a huge win for our proposal team.

Taylor Greene

Partner

VisionCore Consulting

Build client-ready strategies faster

Plan smarter. Deliver more value.

Save hours on strategic planning

Generate polished portfolios customized to your client’s goals.

Build trust through clarity & rigor

Turn insight into action with well-structured deliverables.

Scale your advisory practice

Deliver consistent, high-quality plans across industries and engagements.