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14 Fantastic Professional Portfolio Examples

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A professional portfolio is a powerful tool to advance your career. That’s because it’s a great showcase of your expertise and dedication, using real-world samples and examples of your work.

These examples may come from your studies, previous work experience, and even hobbies. What really matters is that you  use your earlier experiences to land a new job, more clients, bigger professional network, or recognition.

It’s easier to understand this concept by checking out a few exceptional examples of professional portfolios:

Professional portfolio examples

portfolio task example

What is a professional portfolio?

A professional portfolio is a physical or digital document containing work samples. Whether a professional portfolio should be a digital or physical document depends on the standards in your field. If you’re not sure, just know that nowadays, digital portfolios are the standard.

The work samples in your portfolio can be

  • organized into galleries or folders , or
  • included in case studies that reveal the process behind them.

Case studies mix visuals and text to demonstrate professional skills and processes in practice. Galleries achieve the same while remaining almost purely visual: grids, feeds, carousels, etc.

Who needs a professional portfolio?

In some professions, having a portfolio is mandatory to land a job. In all other cases, you should consider having a professional portfolio if you think it could advance your career: get new clients, grow your professional network, and help you reach more people. But also, wanting to have a portfolio is reason enough.

The 4 purposes of a professional portfolio

1. back up your resumé.

Almost all jobs require a resume listing your skills, achievements, educational background, and work experience. However, there are many fields where you also need to submit a professional portfolio.

Such fields include design, architecture, engineering, artistic fields, and everything that’s heavily visual. In many of these professions, the portfolio is weighted heavier than the resume.

There are many reasons for this, two of the most important being taste and precision. Using your work samples – drawings, designs, layouts, and whatnot – you can prove that:

  • You’re familiar with industry standards and practices , and
  • Your work and taste are fit for the potential employer.

2. Show your personal taste

Since portfolios are a more substantial format – mostly websites – they provide the perfect canvas for you to showcase more of your work, your personal taste, or your process. There’s an important takeaway here:

Throughout your career, you might have been influenced to make choices that don’t necessarily represent your aesthetic preferences, and that’s a valuable asset: it shows that you can adapt. But in the case of your portfolio , you are the commissioner. Therefore, how it looks will give your potential employer or client a better idea of your taste.

So, choose your portfolio layout, colors, fonts, whitespace, and visuals wisely.

3. Reveal more about yourself

A portfolio can also contain your professional manifesto. Many professionals use their About page to tell their story of becoming who they are today – their inspirations, goals, and struggles. People find it much easier to relate to such stories than a timeline of work experience.

People find it much easier to relate to stories than a timeline of work history.

4. A hub for all your professional material

Portfolios are also practical. They are like a one-stop hub for everything relating to you as a professional: samples of your work, case studies, resumé, and contacts. This is especially beneficial if you do freelance work since a potential client can check out your work, your accolades, and contact you from the same place.

Create a professional portfolio in 8 steps

Step 1: choose your platform.

Unless you’re specifically requested to submit a physical or PDF portfolio, you should go for a portfolio website. To build one, the first step is choosing the best portfolio-building platform for you. You can go for dedicated portfolio builders – such as ours, UXfolio, that’s made for UX designers – or general website builders. Both comes with its own benefits:

Website builders

With website builders you can create any type of website: e-commerce, blog, landing pages, portfolios, and more. They usually have a vast gallery of templates that can be altered for your purposes. However, website builders can be overwhelming and distractive for those who just want a professional portfolio.

Portfolio builders

As their name suggests, portfolio builders are more specialized. Their templates are designed for portfolios, and their features are aimed at people who want to build something simple yet expressive. Because of their limitations, portfolio builders will keep you focused on all the essentials that are necessary to land a job.

Step 2: Pick a template

Once you have the platform, you should take a close look at its template gallery to find the template that’s best for you. While browsing, keep in mind that those are just templates , nothing but a foundation: you will be able to customize them according to your liking.

What makes a good portfolio template?

Above all, a good portfolio template is usable. Think of the people who will come in touch with it, and make sure that the template you choose will be convenient for them to use. Don’t try to reinvent the wheel: if something works or is the industry standard, there’s a good reason for it.

Our advice is simple: it’s hard to miss with a clean and streamlined portfolio template. 

Step 3: Customize your template

The next step is to add your personal touch to the template. For most people, this is the most enjoyable part of portfolio building. Customization means that you can play around with colors, fonts, images, page layouts, and all the fun stuff.

If you’re easily distracted or prone to procrastination, we suggest you keep this step for last. Yes, the look of your portfolio is important, but it’s only second to content.

Step 4: Add your work samples

This is the part where your professional portfolio fulfills its purpose, which is to showcase your skills through samples and examples. Depending on your profession, this step can be time consuming, but here are a 5 pointers that’ll make it easier:

  • Feature your best work only (“kill your darlings”).
  • Leave out everything that’s irrelevant or outdated.
  • Lead with the most impressive samples/projects.
  • Be frugal with your words (keep the copy to a minimum).
  • Create order with whitespace, visual hierarchy, and font styles (weight, size).

Step 5: Create an About page

According to our data, About pages are extremely popular among portfolio visitors. Not only do they click on them, but they also spend a considerable amount of time reading them.

This reflects our time as we realize how vital company culture is. Today, HR managers are looking for people who, on top of being qualified, are also a good fit. An About page can help them in this quest.

What to write about on your About page?

If you’re not sure what to write about, just answer a few questions from this list:

  • Why did you choose your profession?
  • What was your journey to becoming a professional in what you do?
  • What are your inspirations? Where do you find inspiration?
  • What motivates you to do what you do?
  • What is your favorite part about being
  • Who are your professional heroes, and why?
  • Your favorite books that relate to your profession.

You can also upload an image of yourself (if you feel like it). This doesn’t have to be a professional portrait unless you’re working in one of those serious professions (looking at you, architects). For the rest of us, a high-quality selfie will do.

Step 6: Fill in the details

By this time, the most challenging steps are behind you. The rest can be done on autopilot with a nice playlist in the background:

  • Upload your resume in PDF format and make it easy to find. Always use a downloadable format so it’s easy to save. Remember: the wheel doesn’t need any reinventing.
  • Add your contact information or a contact form (preferably on a dedicated contact page). You can use a mail-to link for your email address to make everyone’s life easier.

Step 7: Find your domain

Having a domain with your name makes a big difference. It signals that you take your career seriously and makes a portfolio feel complete. If your name is already taken, try with various abbreviations, add your title, or try different top-level domains (.info, .net, etc.).

Step 8: Test your portfolio before sharing it

Now that’s everything set up, send the link to your portfolio to that one friend (or more) who loves you enough to be honest. You can also ask a colleague or classmate to check your portfolio. The purpose of this is to make sure that everything works as it should.

How to utilize your portfolio?

On top of sending it with your applications, your portfolio can help you in many different ways. Here are a few ideas on making the most of it:

  • Ask for portfolio reviews in Facebook groups, Slack communities, or online forums. With the feedback you’ll receive you can polish your portfolio. Also, in the process you can find new opportunities and build your professional network.
  • Share your portfolio on LinkedIn and in professional communities. LinkedIn is given, as its purpose is to promote yourself. Other professional communities (Slack channels, Discords, Reddits, Facebook groups) have dedicated channels or days where/when you can do self-promo. This makes it less awkward, as everybody else will be self-promoting.
  • Reach out to people you look up to in your profession. No, this doesn’t have to be pushy or awkward. Just ask for their professional opinion on your work and for career advice. This, also, can help you perfect your portfolio and build your professional network.

If you’ve read this far, you’re ready to take the first steps toward creating an impressive portfolio for yourself. If you want to learn more about portfolio building and portfolios in general, check out some of our relevant guides and articles:

  • 18 Digital Portfolio Examples & a Guide for Yours
  • 3 Portfolio Cover Page Tips with Great Examples
  • 49 Stunning Portfolio Templates & a Guide for Choosing Yours

If you’re looking for a portfolio builder that was made for UX/UI and product designers, try our product, UXfolio !

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Professional Portfolio: Tips and Examples for 2024

portfolio task example

In today’s competitive job market, it is essential to stand out from the crowd. Employers are no longer interested in just seeing on-paper qualifications and grades; they want to see practical evidence of your skills and knowledge. One of the best ways to showcase your experience, skills, and accomplishments is through a professional portfolio.

What is a professional portfolio?

A professional portfolio is a collection of materials that demonstrate your knowledge, skills, abilities, and accomplishments. It may include examples of your work, certificates, awards, testimonials, and any other valuable material that supports your professional development. A professional portfolio provides potential employers with a comprehensive view of your skills set, experiences, and achievements.

Why is it important to have a professional portfolio?

Having a professional portfolio is critical in today’s job market for several reasons. First, it provides potential employers with tangible evidence of your skills and achievements, which can be an influential factor in the hiring process. A portfolio shows employers that you have experience in your respective field and that you take your professional development seriously.

Second, having a professional portfolio demonstrates your ability to organize your work and plan your career. By creating a portfolio, you can reflect on and evaluate your past achievements and experiences, which can help you identify your strengths and weaknesses.

Third, a professional portfolio can help you to stand out from the competition. If you are up against other candidates with similar qualifications and experience, having a diverse and well-presented professional portfolio can set you apart.

A professional portfolio is an essential tool for advancing your career prospects. By investing time and effort into creating a well-structured and comprehensive portfolio, you can demonstrate your skills, knowledge, experiences and increase your chances of landing your desired job.

Types of Professional Portfolios

When it comes to building a professional portfolio, there are three main types to consider: digital, physical, and combination portfolios. Each type has its advantages and can be tailored to fit your specific needs and preferences.

Digital Portfolios

Digital portfolios are becoming increasingly popular in today’s digital age. They are created and hosted online, making them easily accessible to potential employers, clients, and colleagues. Digital portfolios can include a variety of different media types such as images, videos, and written content. One of the most significant benefits of digital portfolios is that they are easy to update and maintain, which is particularly useful if you are frequently adding new work to your portfolio.

Physical Portfolios

Physical portfolios, on the other hand, are physical collections of your work that you can take with you to interviews or client meetings. They can be made from various materials, including leather or fabric, and can be customized to fit your personal style. Physical portfolios are particularly useful if you work in a creative field, such as graphic design or photography, where showcasing your actual work in a tactile format is critical.

Combination Portfolios

A combination portfolio, as the name suggests, is a mix of digital and physical portfolios. This type of portfolio can provide the best of both worlds. It can be online, making it easy to share with potential employers and colleagues, but also include physical elements to showcase your work in a more tangible way. For example, you could include a printed booklet of your work alongside a digital version of your portfolio website.

Choosing the right type of professional portfolio depends on your specific needs and preferences. Digital portfolios are ideal for those working in digital and tech-focused fields, while physical portfolios are great if you work in creative fields. Combination portfolios can provide the best of both worlds and can be effective in many professions. Whatever type of portfolio you choose, make sure that it showcases your best work and highlights your skills and qualifications.

Planning and Organizing Your Professional Portfolio

A professional portfolio is a powerful tool that showcases your skills, accomplishments, and experience to potential employers, clients, or collaborators. However, creating a successful portfolio requires more than just gathering samples of your work and putting them online or in a physical format. To make sure your portfolio stands out and effectively communicates your value proposition, you need to plan and organize it strategically. Here are some key steps to follow.

Identify your purpose and audience

Before you start selecting or creating materials for your portfolio, ask yourself what specific goals you want to achieve with it. Are you looking for a job in a particular field? Are you trying to attract new clients for your freelance work? Do you want to showcase your development as a professional over time? By clarifying your purpose, you can better tailor your portfolio’s content, style, and message to the needs and expectations of your target audience.

Choose what to include and exclude

Once you know your purpose and audience, you can start deciding which items best demonstrate your strengths and potential to your stakeholders. Depending on your field, you may want to include different types of materials such as writing samples, design projects, presentations, academic papers, testimonials, awards, or certifications. However, you should also be selective and make sure that each item supports your overall narrative and enhances your brand. Avoid including redundant, irrelevant, or outdated work, even if you feel attached to it.

Create a logical and easy-to-navigate format

After you have collected your strongest assets, it’s time to organize them in a way that is coherent, user-friendly, and visually appealing. Consider different formats such as a website, a PDF document, or a physical binder, and think about how your content will flow from section to section. Use clear headings, subheadings, tags, or menus to help your viewers find what they are interested in quickly. Break up long texts with images, graphs, icons, or other multimedia elements that reinforce your message and style.

Balance design and content

Finally, remember that your portfolio is not only a showcase of what you have done, but also a representation of who you are and what you can offer as a professional. Therefore, you should pay attention to both the look and feel of your portfolio and the substance and quality of your work. Choose a design that reflects your personality, fits your target audience’s aesthetics, and highlights your uniqueness. At the same time, make sure that your content is well-written, coherent, error-free, and aligned with your industry standards and ethics.

By following these tips, you can create a professional portfolio that effectively communicates your value proposition, showcases your achievements, and lands you more opportunities in your career.

Essential Components of a Professional Portfolio

When creating a professional portfolio, there are several essential components that should be included to showcase your skills and experience. These components are:

Cover page:  Your cover page should be visually appealing and include your name, profession, and contact information.

Introduction and personal statement:  This section should introduce yourself and include a personal statement that highlights your goals and objectives as a professional.

Resume/CV:  Your resume or curriculum vitae should be included in your portfolio and should provide a detailed overview of your work history, education, and skills.

Work samples and project descriptions:  This section is where you can showcase examples of your work and provide detailed descriptions of your role in each project.

Professional development and certifications:  In this section, you can include any professional development courses, workshops, or certifications you have earned to demonstrate your commitment to ongoing learning and growth.

Awards and recognition:  If you have received any awards or recognition for your work, be sure to include them in your portfolio as they serve as a testament to your abilities and accomplishments.

Testimonials or references:  Including testimonials or references from clients or colleagues can help provide evidence of your skills and expertise from a third-party perspective.

Remember, a professional portfolio is a reflection of your skills, experience, and achievements, and it should be tailored to your specific goals and objectives as a professional. By including these essential components, you can create a well-rounded portfolio that showcases your strengths and sets you apart from your peers.

Designing Your Professional Portfolio

Your professional portfolio is not just about showcasing your work, it’s also about how you present it. The design of your portfolio is as important as the work you put in it. Potential clients or employers will judge your work based on how it is presented. The following tips will help you design a visually consistent and user-friendly portfolio:

Choose a consistent visual style

The first step in designing your portfolio is to choose a consistent visual style. Your portfolio should reflect your personal and professional brand. Your portfolio should have a consistent look and feel that complements the type of work you do. For example, if you are a graphic designer, a clean and minimalistic design may be more appropriate than a flashy and colorful design.

Use color, fonts, and layouts effectively

Color, fonts, and layouts are essential elements in creating a visually appealing portfolio. Choose a color palette that suits your style and brand. Stick to a maximum of three to four fonts for easy readability. Use grids or columns to organize your content and make it more accessible. Make sure your design is consistent across all pages of your portfolio.

Incorporate multimedia elements

Incorporating multimedia elements such as images, videos, and audio can add depth and interest to your portfolio. Make sure the multimedia elements you use are relevant to your work and complement the overall design. High-quality images and videos can help showcase your work in the best possible light.

Ensure accessibility and user-friendliness

Your portfolio should be easy to navigate and accessible to all users. Pay attention to the readability of your content by using appropriate font sizes and line spacing. Make sure your portfolio is optimized for mobile devices, as many users browse the internet on their smartphones. Consider adding alternative text to images so that visually impaired users can still understand the content.

Designing a professional portfolio is a crucial step in showcasing your work. Use consistent visual style, color, fonts, and layouts effectively. Incorporate multimedia elements while ensuring accessibility and user-friendliness. By following the above tips, your portfolio will not only showcase your work but also be an impressive reflection of your personal brand.

Crafting a Personal Statement

When it comes to building a professional portfolio, a personal statement is a crucial component. But what exactly is a personal statement and why is it important? We’ll explore all of that and more below.

What is a personal statement?

A personal statement is a brief introduction to who you are as a professional. It’s typically 1-2 paragraphs in length and highlights your skills, experience, and aspirations. In a job application or portfolio, the personal statement is often the first impression a reader has of you.

Why is it important?

As mentioned, the personal statement is often the first thing a reader will see. It’s your chance to make a great first impression and establish yourself as a highly skilled and capable professional. Additionally, an effective personal statement can help you stand out from other applicants and showcase your unique talents.

Tips for writing an effective personal statement

When crafting your personal statement, keep the following tips in mind:

Be concise: You only have a few paragraphs to work with, so make every word count. Stick to the most important information about your skills, experience, and goals.

Focus on your strengths: Your personal statement should highlight your unique qualities and what sets you apart from other professionals in your field.

Be specific: Use concrete examples to illustrate your experience and achievements. This will help paint a clear picture of who you are as a professional.

Avoid clichés: Phrases like “hardworking” and “team player” are overused and don’t showcase your individuality. Instead, use language that is specific to your experiences and accomplishments.

Edit, edit, edit: Make sure your personal statement is polished and error-free. Have someone else read it over for feedback and make any necessary revisions.

By following these tips, you can craft an effective personal statement that will make a great impression and help you stand out in your field.

Tips for Showcasing Your Work Samples

When putting together a professional portfolio, it’s important to carefully consider the work samples you include. Here are some tips to keep in mind:

Choose the right type and number of work samples:  Be thoughtful about which projects you include in your portfolio. Consider showcasing a variety of work that demonstrates your range of skills and expertise, while also highlighting your strengths. However, don’t overlook the importance of quality over quantity. It’s better to showcase three to five exceptional examples of your work than to include a lengthy list of mediocre accomplishments.

Provide context and description for each sample:  It’s not enough to simply display a project and expect the viewer to understand its significance. Instead, provide some background information about the project, such as the client, the goals, and your role in its creation. Additionally, include a brief description of your thought process and problem-solving approach. This will give potential employers a better understanding of your skills and experience.

Highlight your unique skills and achievements:  Don’t be afraid to showcase your accomplishments and highlight your unique strengths. This is your chance to stand out from other candidates, so make sure to emphasize what makes you special. Additionally, consider including testimonials from clients or supervisors that highlight your talents and abilities.

Keep your work samples up to date:  It’s important to keep your portfolio current by updating it with your latest and greatest work. Be sure to also remove any outdated or irrelevant projects that no longer showcase your current skill set. Aim to update your portfolio at least once a year, if not more frequently.

By following these tips, you’ll be able to create a professional portfolio that effectively showcases your skills and expertise while also highlighting your unique strengths and achievements.

Using Social Media and Online Platforms to Showcase Your Portfolio

In today’s digital age, social media and online platforms have become crucial tools for showcasing your professional portfolio. Whether you’re a graphic designer, writer, or marketing professional, it’s essential to have a strong online presence to promote your work and attract potential clients.

Here’s an overview of popular online platforms that can help you showcase your portfolio:

LinkedIn : LinkedIn is a professional social networking site that allows you to create a profile highlighting your skills, experience, and achievements. You can also showcase your portfolio by adding multimedia content to your profile, such as videos, images, and links to your work. With over 700 million users, LinkedIn is an excellent platform for networking and connecting with potential clients.

Behance : Behance is an online platform that focuses on showcasing creative portfolios, including graphic design, photography, and illustration. It’s a great platform to showcase your work and get inspiration from other creatives. Behance allows you to create a free profile where you can upload your work and curate your project display.

YouTube : YouTube is a video-sharing platform that offers great opportunities for showcasing your work in a dynamic and visually compelling way. If you’re a video producer, filmmaker, or animator, then YouTube is an ideal platform to showcase your portfolio. You can create a YouTube channel and upload your videos, along with descriptions and links to your other online profiles.

Now that you know about the popular platforms, here are some tips to optimize your profiles or pages:

Choose a professional profile picture : Your profile picture is your first impression, and it’s important to choose an image that reflects your professionalism.

Craft a compelling headline : When creating your profile or page, be sure to craft a succinct and compelling headline that conveys your expertise and value.

Showcase your best work : It’s essential to highlight your best work in your portfolio. Choose a selection of projects that showcase your skills and experience, and provide context and details on each project.

Include a call-to-action : Encourage potential clients to reach out to you by including a call-to-action (CTA). Invite them to contact you for more information about your services, or to view your complete portfolio.

Once you have optimized your social media profiles or pages, it’s time to start sharing and cross-promoting your portfolio.

Here are some best practices for sharing and cross-promoting your portfolio:

Be consistent : Create a consistent brand identity across all your online profiles and share your work regularly across multiple platforms.

Leverage hashtags : Use hashtags relevant to your industry or niche to make your content discoverable to potential clients and followers.

Engage with your audience : Engage with your audience by responding to comments and messages, and share relevant content to establish yourself as a thought leader in your industry.

Tailoring Your Professional Portfolio for Different Audiences and Goals

When it comes to creating a professional portfolio, it’s essential to keep in mind who your target audience is and the goals you want to achieve. No two job applications or industries are the same, and showcasing the same strengths and accomplishments for every audience will not yield the best results. Here are some tips on how to tailor your professional portfolio for different audiences and goals.

Adapting to Specific Job Applications or Industries

The first step in tailoring your professional portfolio is to research the job application or industry you are targeting. Each job application will have specific requirements and expectations. For instance, if you’re applying for a marketing job, your portfolio should feature your marketing campaigns, while if you’re applying for a teaching job, your portfolio should highlight your teaching experience.

Similarly, each industry has its own unique set of skills and qualifications that employers are looking for. It is important to showcase your specific skills that match with the industry requirements. For example, If you are applying for an AI developer position, you might want to include a list of AI programming languages you are skilled at.

Showcasing Different Strengths and Accomplishments for Different Audiences

Once you have researched the audience and job application, it’s time to tailor your portfolio content to showcase your strengths and accomplishments that align with the specific requirements. Your portfolio should demonstrate how your skills and experiences are relevant to the specific industry, job, or company.

For instance, if you’re applying for a leadership role, you should include projects you have led and their impact on the organization, while if you’re applying for a creative role, you should showcase your creative work.

Using Your Portfolio to Demonstrate Growth and Learning Over Time

Finally, your professional portfolio should demonstrate how you have grown and learned over time. Employers want to see evidence of personal and professional development, and one way to show that is by showcasing a range of projects that demonstrate different skill sets at different levels of expertise.

For example, you might include early projects that showcase your learning journey and later projects that demonstrate your mastery of advanced skills. You can creatively show growth by providing examples of projects that showcase progress and development over time.

Example Professional Portfolios: What Works and Why

In this section, we will review a range of professional portfolios from different industries and fields. Our analysis will focus on identifying the strengths and weaknesses of each portfolio, as well as highlighting key takeaways that you can apply when creating your own portfolio.

Review of Professional Portfolios

We have selected a diverse range of professional portfolios from various industries, including design, education, and marketing. Each portfolio showcases a distinct style and approach, which demonstrates how to tailor your portfolio to your industry or field.

Our analysis of these portfolios will include an evaluation of the following:

  • Design and layout
  • Content and organization
  • Navigation and user experience
  • Use of multimedia (e.g., images, video, audio)

Analysis of Strengths and Weaknesses

Through our analysis, we will identify the strengths and weaknesses of each portfolio, taking into account their intended purpose and target audience. We will highlight successful elements such as clear and concise storytelling, engaging visuals, and easy-to-follow navigation. We will also provide constructive feedback on areas that could be improved, such as organization and presentation of content.

Key Takeaways and Lessons for Creating Your Own Portfolio

We will conclude this section by sharing key takeaways and lessons that can be applied when creating your own professional portfolio. These takeaways will include actionable advice on how to showcase your skills and achievements effectively and how to create a portfolio that is engaging and relevant to your audience.

This section will provide a comprehensive review of professional portfolios from different industries and fields, with an analysis of their strengths and weaknesses. We will also offer key takeaways and lessons that can be used to create a successful and effective professional portfolio.

Frequently Asked Questions (FAQs) About Professional Portfolios

Are you considering creating a professional portfolio? Perhaps you have already started, but are unsure about the best strategies for success. Here are some of the most common questions and answers regarding professional portfolios.

Who needs a professional portfolio?

Ideally, everyone who is seeking to advance their professional careers should have a professional portfolio. However, certain professions may require them more than others, such as designers, photographers, artists, writers, architects, and other creative professionals.

Even if you are not in a creative field, having a professional portfolio can still be beneficial, as it showcases your skills and accomplishments. It gives you a competitive edge and makes you stand out in a crowded job market.

When should you start building your professional portfolio?

The earlier you start building your professional portfolio, the better. Starting early allows you to collect and curate your work over time, making it easier to compile a finished product later on.

Ideally, you should start building your portfolio in college or the early stages of your career. However, it’s never too late to start. Even seasoned professionals can benefit from having a current and updated professional portfolio.

How often should you update or revise your professional portfolio?

You should aim to update and review your professional portfolio regularly. It’s important to keep it updated with your latest work, accomplishments, and achievements.

In general, you should aim to update your professional portfolio every six months to one year. However, if you have a lot of new work to showcase, it’s better to update it more frequently.

What are common mistakes to avoid when creating a professional portfolio?

One common mistake when creating a professional portfolio is not tailoring it to your audience. It’s essential to understand who your audience is and what they are looking for. You should curate your work accordingly and highlight your most relevant and impressive pieces.

Another mistake is including too much or too little information. It’s important to strike a balance between showcasing your work and overwhelming your audience. You should aim to include only your best and most recent pieces.

Finally, not paying attention to the presentation can also be a mistake. Your portfolio should be well-organized, visually appealing, and easy to navigate. It should showcase your work effectively and make it easy for your audience to view and understand.

A professional portfolio is an essential tool for advancing your career. By answering these frequently asked questions, we hope to have provided you with some useful tips and strategies for building a successful professional portfolio. Remember to keep your portfolio updated and relevant, and showcase your best work in a professional and visually appealing manner.

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What’s a Work Portfolio? Everything You Need to Know (+ Examples)

Kaleena Stroud

3 Key Takeaways

  • A work portfolio is a collection of your work used to showcase your abilities and experience.
  • Draw inspiration from online portfolios to get started. (Six portfolio samples included here.)
  • Teal’s AI Resume Builder complements your portfolio for a comprehensive application.

In today’s competitive job market, how can you hope to stand out when applying for the same job as hundreds—sometimes thousands —of others? By showing your value, not just stating it. Enter: The work portfolio.

Commonly used in many creative and tech industries, the work portfolio is a mighty job tool to help you sell your skills and lift your chances of landing the role. Without one, you may just be a floating resume among a sea of creative portfolios.

But is a work portfolio something you need? And if so, how do you create one—a powerful one, at that? Here’s a comprehensive look at what goes into one:

So, what is a work portfolio?

A work portfolio is a collection of your work used to showcase your abilities and experience to recruiters, clients, or potential employers. It may also be referred to as a career portfolio, professional portfolio, or job portfolio.

Your professional portfolio is a visual representation of your craft, demonstrating your talent, skills, hard work, achievements, education, case studies, and much more. It is typically used alongside a resume and cover letter. 

However, not every industry requires a professional portfolio be sent with job applications; they’re typically required in the hiring process for the arts, creative fields, and tech roles—industries that require work samples as proof of your skills and accomplishments.

Let’s say you’re a writer for fintech and finance companies. You see a full-time content role for Investopedia and you think you’re the perfect person to write for them.

Somewhere in the job application, you share the link to your online portfolio, complete with impressive pieces you’ve written for NerdWallet, American Express, Klarna, and Forbes. You should also highlight the achievements and awards these pieces earned in both your portfolio and resume.

Teal’s AI Resume Achievements helps you write those job-specific, metric-rich achievements for your job application in a matter of minutes.

Steps to create a work portfolio

Different roles may require different kinds of career portfolios. Yours could include personal information, a skills summary , full projects, reports, images, and much more. Or, it may be a no-words-needed visual collection of your best work.

Here’s how to make online portfolios, no matter your profession:

Step 1: Decide what work to display.

For example:

  • An artist should display artwork.
  • A writer should display published articles and readership numbers.
  • A graphic designer should display logos.
  • A teacher should display lesson plans and test results. 

Step 2: Find a place to host your career portfolio.

Here are some options:

  • Job Platforms : Many online job platforms like Upwork and networking platforms like your LinkedIn page offer options for uploading portfolio pieces directly onto their site. 
  • Free Portfolio Hosts : Many sites, such as Clippings, provide free ways to host an online portfolio without any design downtime required. 
  • Paid Portfolio & Website Hosts : Alternatively, you can create your own website with easy-to-use website builders such as HubSpot , Squarespace, Wix, or WordPress. The paid subscriptions to these websites offer templates for creating portfolios. This may be more beneficial if you have a lot of projects with multiple layers to showcase. These options will give your portfolio a more professional look and feel. 
  • Design Platforms (PDFs) : Many people opt for custom-designed portfolios via tools like Canva or Adobe Portfolio to create something unique. In this case, you’d be sending the potential employer something to download, rather than a URL to view online. 

Step 3: Provide additional context to accompany your work samples.

Imagine you’re presenting your work in person. Have any notes worth including? For example, consider adding a summary of how the piece was successful or if the project earned you a promotion.

Step 4: Add a personal statement. 

Think about what title you plan on using and how you want to introduce yourself to the reader. Include a personal or career summary as a section or an entire page. (This depends on how much you’re comfortable sharing with the world.)

Step 5: Include contact information. 

A phone number and email address is sufficient for job seekers, but freelancers may want to include an online form as well. A form will help freelancers collect the information they need to reach out to leads, as opposed to only letting leads reach out to them. 

Bonus step : Update and tailor your portfolio periodically. Get feedback, and revisit it to ensure there are no broken links, your samples are relevant, and review areas of improvement. 

The Art of Creating a Tailored Job Portfolio

When you’re vying for the attention of prospective employers amongst hundreds or even thousands, sticking your best work into a document or webpage is not enough. 

Here’s the ticket to get your application to the top of the stack: Choose your best work related to the dream role.

Professional portfolio tips (by role)

Front-end developer: a portfolio as structured and well-organized as their code.

Teacher : a portfolio as educational and personable as their teaching style. 

Brand designer : a portfolio that demonstrates a passion for color schemes, visual storytelling, and aesthetics.

And so on. To give you a better idea, here’s an example of how to tailor your portfolio to a job description: 

Job Description : Residential Architect

Join our busy studio as an Architect, contributing your expertise to exciting regional projects. As a Residential Architect, you will play a key role in designing and planning homes and housing complexes. Bring your passion for innovative design, attention to detail, and commitment to creating spaces that enhance the quality of living.

‍ Requirements:

  • ARB registration and a proven track record as a Residential Architect.
  • Proficiency in AutoCAD, Revit, or similar design software.
  • Strong communication skills for effective collaboration with clients and project teams.
  • In-depth knowledge of residential building regulations, construction methods, and materials.
  • Passion for creating functional, beautiful residential spaces.

As an architect creating a portfolio of work samples for this role, you’ll want to make sure you showcase your design and construction experience in the housing industry. You may also want to highlight your experience with AutoCAD and/or Revit.

Find a balance between highlighting your best accomplishments and work samples, but not including too much. 

Building a tailored resume that showcases your awards, projects, and achievements isn’t always easy, even for seasoned professionals. Make the process breezier with Teal’s AI Resume Builder , your tool to quickly generate personalized resumes tailored to each job application. 

Check out these online portfolio examples

Let’s look at some sample professional portfolios to help develop your own collection of work. Whether you’re going the traditional route or want to create something new, use these examples as inspiration to assemble something that feels all your own yet is also designed to capture the attention of potential employers. 

Photography Portfolio sample portfolio: Max Montgomery

photography sample portfolio

If you believe in your work sells itself, why not keep things simple? Max’s approach to showcasing his work is effortless: a scroll-worthy page of gorgeous photos on a custom website. The key? They’re grouped by niches: celebrity portraits, travel, and point-and-shoot. When it comes to photography portfolios, you can let the images do the talking. 

UX Portfolio sample portfolio: Dayla Green

ux designer sample portfolio

How do you summarize who you are without being too sparse? Or worse, boring your reader to death. Dayla Green uses the hero section to summarize their background using direct, punchy language. Not a word too much nor too few, it gives a recruiter or prospective employer what they need to understand their experience and what they’re about.

Made on Wix, David’s portfolio is interactive and visual. It showcases six of their best pieces, followed by working methods and hard-to-miss contact info. Bonus? A “fun facts” section to show who they are as a person and what they do in their free time—not to mention showing unique UX design abilities! 

Journalist sample portfolio: David Blackwood

journalist sample portfolio

Made using Journo Portfolio, David Blackwood takes advantage of a portfolio website to easily post his published words in an organized manner. It offers professional photos to get a feel for his personality, plus three clear ways to learn more about him: About, Work, and Contact. With a list of recent articles, plus a few blurbs about himself, it has all the basics down.

Content Writer sample portfolio: Lucy Thorpe

content writer sample portfolio

Lucy simply added a portfolio page to her WordPress website using a plugin. Since her website will do the selling for her and provide more details on who she is as a writer and employee, her portfolio page solely focuses on her published works.

Including too many pieces can be overwhelming to a potential employer who needs to see relevant samples, but Lucy’s page has a simple solution: The opportunity to toggle between niches (e.g., beauty, cosmetics, marketing, etc.). Anyone landing on her site can narrow down the content they wish to view, and Lucy can send a customized page to potential employers in just a few clicks.

Copywriter sample portfolio: Mads Hanna

copywriter sample portfolio

Designed on Canva, Mads creates an interactive PDF, taking you on a journey to get to know her—her hard and soft skills, client roster, services, and process. She infused client testimonials and copywriting samples throughout the pages and filled the pages with color and personality.

This portfolio example is a creative illustration of how to roll your resume and work samples into one deliverable, perfect for freelancers and creatives who need to demonstrate their abilities and work ethic more than their employment history. Bonus: A templated creation will be super easy to update often, tailoring it to each client at a time. 

Translator sample portfolio: Joachim Lépine

translator sample portfolio

Joachim delivers a professional and interactive approach to showcasing his experience and translation skills. He uses imagery to show his published works, which you can click on to view the live pieces. 

Made on HeyZine Flipbooks, he takes advantage of a portfolio creation site to make things easy. Sorting through the pages is a breeze – sound effects included!

With Teal, you can use our AI features to help you write and rewrite descriptions for achievements, professional summaries, and more to customize resumes, cover letters, and portfolios.

What about templates for creating online portfolios?

As mentioned, there are many ways to get started. One simple way is to grab yourself a job portfolio template and drop in your recent or best work.

How do you choose a portfolio layout? TL;DR: It depends on your profession. 

  • Freelance illustrator: May need to fit a lot of visuals on a single page for an attention-grabbing, photo-tastic way to land a new gig.
  • Project manager or web designer: May need a project-based format where the reader can click on a single image that opens a detailed look at the deliverables, both visual and written.
  • Professional photographer: May want a stellar “About Me” section, followed by thumbnail images that lead to full collections.

Luckily, most portfolio-building websites include templates in line with industry standards.

website builders

Keep these dos and don’ts in mind when building your first professional portfolio:

Work portfolio best practices

  • DO prepare a tailored (sample) portfolio and a comprehensive portfolio
  • DO only select your best work for the role you wish to land
  • DO use clear images of your work and a professional photo of yourself
  • DO include professional achievements and/or skills

Work portfolio mistakes to avoid

  • DON’T include your oldest work or personal work
  • DON’T add too much about your career history
  • DON’T include very similar works 
  • DON’T present work that is not fully your own (without giving proper credit)

Who needs a career portfolio?

Not all jobs require a professional portfolio to be sent with online applications; those that require portfolios in the hiring process are typically creative fields such as designers and writers and technical fields such as developers and architects. 

They’re also common among artistic jobs such as models and makeup artists. In these cases, the job seeker may want to bring a physical copy of their portfolio in a binder to the interview. Here are the most common use cases for job portfolios :

  • Writers : Content writers, journalists, and the like will want to showcase relevant writing samples in an online portfolio.
  • Copywriters : Similarly, copywriters will want a collection of their best work such as ads, taglines, websites, and more. They may want to note publications they have previously worked for.
  • Graphic designers : Designers may want an interesting portfolio to showcase logos, typography, and print and web design. They may also include a look into their background or design philosophy. 
  • Artists : Artists need a place to display their artwork to either land a job or sell their work to the public. Many artists nowadays opt to use social media, such as Instagram, as a portfolio—including finished works, works in progress, and behind-the-scenes looks into their creative process. 
  • Actors : While actors are more known to have highlight reels, they may also need portfolios to showcase their best performances, show off their work history, and provide contact information.
  • Architects : Architects need to show professional samples of their designs, technical drawings, and schemes.

However, online portfolios are growing in popularity for a wide range of freelancers as a way to stand out from the competition, show off your personal brand, and demonstrate your professional achievements to land more clients.

The importance of adding achievements to your professional portfolio and resume

A rookie mistake is to showcase personal work you’re proud of—your short story published on Medium, a family portrait you took last Thanksgiving, that quirky quiz app you built for your buddies to burn time. 

While you should feel proud of completing passion projects, consider putting these personal items in a separate portfolio—one you can share with family and friends.

Your professional portfolio needs to be laser-focused on your career goals. Thus, it should only contain work that’s relevant to the position you are applying for. 

For example, a content writer applying to a SaaS role shouldn’t include past lifestyle pieces. A graphic designer applying to a UX design role shouldn’t include their 3D work. You get the idea.

In addition, you’ll want to include professional achievements. How did the piece perform? Did it earn you a promotion or an award? List those accolades. Recruiters are looking for evidence that your work doesn’t just look good but helps move a business forward, too. 

Work achievements should be quantifiable and measurable. In the work samples above, we saw metric-rich achievements such as “5-star acclaimed [books]” as well as achievements for their personal brands, such as “25 LinkedIn recs,” and “featured on sites such as Refinery29 and PopSugar.”

If you’re an experienced professional, you may include achievements such as: 

  • Reduced application load time by 32% through code optimization and performance enhancements
  • Generated a 117% increase in website traffic
  • Completed a complex project three weeks ahead of schedule and 10% under budget
  • Won the "Best Photography" award
  • Achieved a 43% increase in sales within the first quarter

If you're feeling stuck, you can use the AI integration feature within Teal's AI Resume Builder to generate work achievements!

Showcase your professional achievements with Teal

To summarize, a career portfolio demonstrates your work experience by showcasing your creative works such as photos, articles, designs, projects, and more. An online portfolio can be created as a PDF (print or digital), via template using an online tool, or as a custom website. You can include a portfolio link on your LinkedIn profile , and in your resume and CV.

In a competitive job market, sending in a cohesive, comprehensive application is key to getting the attention of prospective employers. You can use Teal's AI Resume Builder to help you build an effective, achievement-rich resume that complements your career portfolio.

Sign up for Teal for free today to give your impressive work a place to shine. 

Frequently Asked Questions

What are the key elements to include in a work portfolio, how often should i update my work portfolio, can a work portfolio be digital, or does it need to be physical.

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Kaleena Stroud

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9 mins read

15 Professional Career Portfolio Examples (PDF & Otherwise) & Tips To Make Yours

A professional career portfolio is a living, breathing entity needing constant nurturing. Learn how to make yours by looking at 15 examples!

Image of Protim Bhaumik

Protim Bhaumik

Director, Content Marketing

Written by Protim Bhaumik , edited by Shreya Bose , reviewed by Eric Hauch .

23. Feb 2023 , updated 8. Feb 2024

Preview image of 15 Professional Career Portfolio Examples (PDF & Otherwise) & Tips To Make Yours

If you're a serious professional, and it's safe to assume that you are, you cannot make your portfolio just once and be done with it. It will always be a continuously evolving process that needs thought, consideration, and creativity.

Hence, the need for a portfolio that exhibits your career achievements over a period of time.

Without further ado, let's look at some of the top career portfolio examples around to inspire you to create yours.

What types of professionals need portfolios?

For most professionals, it's great if you can showcase your work either through a professional portfolio or via case studies.

That said, artists, musicians, designers, writers, journalists, marketers (especially content marketers and social media marketers), video creators, and thought leaders, generally content creators of all kinds, will benefit from making a portfolio.

In other cases, a résumé (alternatively spelled "resume") could suffice, though a LinkedIn profile can be helpful in such situations.

portfolio task example

Ten professional career portfolio examples (PDF)

These portfolio examples have been picked with the following criteria in mind:

  • These active professionals are at the top of their fields, with super impressive skills and qualifications
  • They all have significant work experience and will serve as references for what a complete career portfolio looks like
  • All of them have great-looking, well-organized professional portfolios that prove that a long career can still be concisely showcased
  • The PDF format is well-presented in their work samples (something that can be hard to do usually)

Hopefully, looking at these portfolio examples will help you create your own professional portfolio that is attractive to a future employer.

Career portfolio example 1: Carter Hammett

portfolio task example

Carter Hammett is a social worker, writer, author, and trainer. He's written three books and is also the manager of employment services with Epilepsy Toronto, which supports the job search needs of people living with epilepsy and related disabilities.

Here's Carter's career portfolio (PDFs) .

Career portfolio example 2: Susan Horsburgh

Susan Horsburgh's PDF portfolio on Authory

Susan Horsburgh is a journalist and writer with more than 25 years of experience writing news, features, and cover stories for leading international and Australian publications, including TIME, People, The Weekend Australian Magazine, The Australian Women's Weekly, Good Weekend, The Age (Melbourne) Magazine, The Australian Financial Review Magazine, and The Australian newspaper.

Here's Susan's career portfolio (PDFs) .

Career portfolio example 3: Fabrizio Tonello

portfolio task example

Fabrizio Tonello is a Professor of political science at the University of Padua.

Here's Fabrizio's career portfolio (PDFs) .

Career portfolio example 4: Alex Hargrave

Alex Hargrave's PDF portfolio on Authory

Alex Hargrave is a reporting fellow at E&E News.

Here's Alex's career portfolio (PDFs) .

Career portfolio example 5: Kevin Johnston

Kevin Johnston's PDF portfolio on Authory

Kevin Johnston has written for The New York Daily News, The Houston Chronicle, The San Francisco Chronicle, Prudential, The NASDAQ, Standard & Poor's, and hundreds of online outlets.

Here's Kevin's career portfolio (PDFs) .

Career portfolio example 6: Jan Servaes

Jan Servaes' PDF portfolio on Authory

Jan Servaes (Ph.D.) was UNESCO Chair in Communication for Sustainable Social Change. He has taught International Communication and Communication for Social Change in Australia, Belgium, China, Hong Kong, the United States, the Netherlands, and Thailand, in addition to several teaching and research stints at about 120 universities in 55 countries.

Here's Jan's career portfolio (PDFs) .

Career portfolio example 7: Randy Caparoso

portfolio task example

Randy Caparoso is a full-time wine journalist/photographer living in Lodi, California. He is the author of "Lodi! The Definitive Guide and History of America's Largest Winegrowing Region."

Here's Randy's career portfolio (PDFs) .

Career portfolio example 8: Christine Steele

Christine Steele's PDF portfolio on Authory

Christine Steele is an award-winning journalist and content creator skilled in creating authentic SEO content that exceeds metrics and drives brand engagement.

Here's Christine's career portfolio (PDFs) .

Career portfolio example 9: Howard M Cohen

Howard M Cohen's PDF portfolio on Authory

Howard M. Cohen is a 35+ year executive veteran of the Information Technology industry, an authorized CompTIA instructor, and a regular contributor to many IT industry publications.

Here's Howard's career portfolio (PDFs) .

Career portfolio example 10: Sundararaman T

T Sundararaman's PDF portfolio on Authory

Dr. Sundararaman is an award-winning Health Systems & Health Policy veteran, having been associated for over four decades across the best academic institutes in India, such as JNU, IIT Bombay, TISS, and JIPMER, to name a few. He has written over fifty books, mainly on health issues, in both popular communication and public health texts. He has also written several articles that have been published in peer-reviewed journals.

Here's Sundarararaman's career portfolio (PDFs) .

Five creative portfolio examples

The following list of portfolio examples has been prepared with these aspects in mind:

  • These folks are highly creative professionals of note, ranging from business to sport
  • The portfolios highlight non-PDF format examples
  • Their professional portfolio examples are easy on the eye
  • They don't just post writing content

Seeing this list of professional portfolios will give candidates an idea of how to impress prospective employers.

Creative portfolio example 1: David Pogue

portfolio task example

David Pogue is a six-time Emmy winner for his stories on CBS Sunday Morning, a New York Times bestselling author, a five-time TED speaker, host of 20 NOVA science specials on PBS, and creator/host of the CBS News/Simon & Schuster podcast Unsung Science. He's also written or co-written over 120 books!

Here's David's creative career portfolio .

Creative portfolio example 2: Steven Levy

Steven Levy's portfolio on Authory

Steven Levy is Wired’s editor at large. The Washington Post has called him “America’s premier technology journalist.” He has written the definitive books on Facebook, Google, the Macintosh, and the iPod. For almost four decades, he has chronicled the digital revolution, its impact on humanity, and the people behind it.

Here's Steven's creative career portfolio .

Creative portfolio example 3: Jarrod Kimber

Jarrod Kimber's portfolio on Authory

Jarrod Kimber is a cricket commentator, analyst, presenter, YouTuber, and podcaster. He spent a decade with ESPN, with freelance gigs with places like Sports Illustrated, the Ringer, ABC, The Telegraph, BBC, and The Blizzard, and hosted various shows with Andy Zaltzman. He was also a General Manager of a T20 cricket franchise and has been a team analyst for many cricket teams.

Here's Jarrod's creative career portfolio .

Creative portfolio example 4: Carolyn Hinds

Carolyn Hinds' portfolio on Authory

Carolyn Hinds is a film culture critic, journalist, podcaster, and YouTuber whose published work can be found on multiple online publications like ButWhyThoPodcast.com , Shondaland, Observer, Mediaversity Reviews, and many others.

Here's Carolyn's creative career portfolio .

Creative portfolio example 5: Jorden Makelle

Jorden Makelle's portfolio on Authory

Jorden Makelle is a writer, musician, and YouTuber talking about freelance writing, creative writing, entrepreneurship, books & reading, and creativity & self-development.

Here's Jorden's creative career portfolio .

Authory — an auto-updating portfolio builder for your career portfolio

When you create a career portfolio, you WILL need to maintain the content on it and keep it up-to-date. Authory is a brilliant portfolio builder because it auto-updates ! Hence, it's super easy to maintain.

Setting up Authory is really simple — it takes just 3 minutes — just add your sources and/or byline, and Authory will scour the internet, find all your content, and add it to your account.

Authory is also really easy on the eye . Take a look at my portfolio below :

portfolio task example

Read More : How to Create a PDF Portfolio With Very Little Time & Effort

Authory also backs up all your work. Even if the original article goes down or is re-bylined, Authory will have a copy of the piece in its original format — no other portfolio builder does this, AFAIK.

Along with all this, Authory gives you social media analytics for all your content (without you needing to connect your social media account to Authory), and it's great if you're looking to set up a newsletter .

In a word, Authory is fantastic. Especially for writers, journalists, marketers, content creators, and thought leaders.

As a result, it's used by the best. Here's David Pogue on Authory:

Just a reminder: If you’d like to get email notifications with links to new Pogue TV stories, articles, and podcast episodes, visit https://t.co/ClOUcpSGZT . This has been a public-service message. — David Pogue (@Pogue) January 11, 2023

Also, David speaks glowingly about Authory in this video on "This Week in Tech."

And finally, did I mention that Authory is superb for PDFs? Most portfolio builders genuinely struggle with PDFs. Here's my PDF portfolio as proof :

portfolio task example

How Authory can help you build your career portfolio — PDF or otherwise

Authory does the heavy lifting of your portfolio-building process — finding your work samples. you don’t have to run around (digitally) and find individual links for your published work. Just enter the URLs of the websites where they are published, and Authory will do the rest.

You can even create private Collections to showcase work under an NDA or work that is ghostwritten. Such Collections remain secret to everyone on the public internet. You, their creator, are the only one who can choose to send them to specific people by sharing their unique URLs.

You can also use Authory to definitively prove that you do not use AI to write. I don’t have to tell you why that is a valuable functionality for professional writers in this suddenly AI-everywhere world.

Finally, you can check out everything Authory offers….for free. Simply sign up for a 14-day free trial, put together your professional portfolio, and let us know if it helps you!

  • Content Marketers
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Social Media Marketers

  • Thought Leaders

Protim is a startup founder & marketer with over a decade of experience in content marketing, content writing, SEO, and more. He loves dogs, D&D, and music!

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Create a Winning Career Portfolio: Examples and Tips on What to Include

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Table of Contents

H ow do you feel when you hear the words “career portfolio”?

Do you get anxious knowing you don’t have one but need one? Bored or intimidated by the concept of making one? Or confused because what is a career portfolio, and why would you need one? 

If you fall into any of those categories, this article is for you. We’ll explain why a career portfolio (aka a professional portfolio) is useful for anyone, especially those starting out in their career, and how to make one that will both reflect who you truly are and set you on the career path you want. 

We’ve also provided plenty of professional portfolio examples and more resources for taking the next steps with your career and personal brand.

What is a career portfolio?

A career portfolio is a collection of background information and examples of your career history, experience, and ambitions. 

Your professional portfolio serves several important purposes. It can help you: 

  • Stand out in a competitive job market
  • Speed up how quickly you move up in your company
  • Showcase your personal brand  
  • Guide you along your ever-evolving career path 

A career portfolio is not a resume where you only list your skill set, work experience, and achievements. It’s not a cover letter either, where you write a few lines about yourself, your qualifications, and why an employer should hire you.

A career portfolio is unique to you and includes your skills, work experience, and qualifications. Your professional portfolio also goes beyond that to tell a fuller story about who you are, where you’ve been, and what you want to achieve. It highlights concrete examples and demonstrates the validity of the things you say about yourself.

What are the benefits of a professional portfolio?

As you read through the walkthrough below, you might start to think that creating a career portfolio sounds like a lot of work. And though it’s easier than ever, thanks to the online tools available (more on that later), it does indeed take time. 

But that being said, there are lots of benefits to a career portfolio that make the time investment worth it:

Enhances your credibility

With a traditional resume, employers must rely mostly on what you write down and what your references have to say. But with a career portfolio, the proof is right there in the concrete examples of your work. You come off looking like a trustworthy hire who is already more than prepared to hit the ground running.

Gives you a head start on your personal brand

If you ever have ambitions of owning your own business, working as a freelancer, or just having a non-traditional career, then a career portfolio is a vital step in developing a personal brand. If you want to learn more about that process, check out these resources: 

portfolio task example

Lets you showcase your personality as a career asset

A resume can showcase your job experience and technical skills well, but who you are is much more than a list of your previous jobs and responsibilities. Often, aspects of our personality, like our sense of humor or our ability to hold conversations , are what help us land a job. 

Unfortunately, you won’t have a chance to showcase your personality much until the job interview… unless you have a career portfolio, where you can craft your own story how you like and apply personal touches to let your best personality traits shine through.

Helps you build your story and figure out what the future holds

If you’re reading this and thinking, “I can’t put together a career portfolio because I have no experience to showcase!” think again. Starting a career portfolio at the dawn of your career is ideal because you’ll have the most complete story of your journey as it evolves and grows. 

The earliest iterations of your career portfolio may only be your career ambitions or experiences from school or volunteering. But listing out what you’ve done and what it says about who you are and what you enjoy is a great first step toward answering the question: What should I do with my life ?

Where should you host your career portfolio?

There are many ways to create a digital career portfolio, but ultimately your decision boils down to two factors: 

  • What format feels most natural to you? 
  • What will be easiest to share with others? 

You may find it’s easiest to build a full website to host your portfolio, or if that’s too overwhelming, choose to create a well-designed PDF or Word document. 

There is no limit to your creativity as long as it remains accessible and cohesive. Video, graphics, audio, and any other mediums you like can be excellent ways to personalize your career portfolio.

Items to include in a career portfolio

When you start preparing a professional portfolio, make sure to add the following items below. These career portfolio examples will guide you in the process. 

Personal information

Start compiling your career portfolio with personal information to introduce yourself to a prospective employer. This information includes your full name, email address, and contact number. If you’re creating an online portfolio, you can also link to any website or social media profile, i.e., your LinkedIn profile , to provide samples of your work.

For example, if you’re a motion graphics designer, link to the Facebook or Instagram account you use to exhibit your projects or your freelance gig’s website. To apply as a public relations specialist, insert a link to any social media account or website you use to publicize your work. 

Add a personal statement or an “About me” section to give the recruiter a glimpse of your personality and work philosophy. Keep it as concise as possible, with no more than 150 words. Think about your career goals and why the profession is important to you. Check out the example below:

Career Portfolio Example: Personal Information

“I am a recent marketing graduate with combined expertise in digital marketing and content strategy. I have been committed to building my career in digital marketing since I began managing my small and successful freelance gigs three years ago, following my four years of college. I enjoy watching my ideas and skills transform into innovative content marketing strategies that drive solutions and boost business performance. I am seeking a position in a leading digital marketing agency where I can use my skills to make a difference in my clients’ lives and further develop as a professional.”

Career summary

Once you’ve compiled your contact information and personal statement, include a concise career summary that will give prospective employers a quick view of your professional self. A career summary will provide a brief overview of your relevant professional experience and how you’ve applied skills in real-life scenarios.

It’s always helpful to use numbers or percentages to underscore the claims you’re making. Continuing the hypothetical scenario in the above example, you could mention the number of clients you have worked with on your freelance gigs and highlight your best work by including the percentage increase in client sales or any other performance criteria. 

These specific facts will support your qualifications and set you apart from other candidates.

Professional Portfolio Example: Career Summary

“During my marketing internship at the XYZ Company, I worked closely with my manager to implement new social media marketing strategies and campaigns. I also curated content for the company’s different social media channels and augmented the call-to-action through Facebook by 30% in 3 months. I am capable of bringing extensive knowledge of social media marketing programs to your organization, along with my exemplary idea-generation and communication skills.”

I love looking at a resume that’s easy to read and tells you a compelling narrative of the candidate’s story—a big picture outline of who they are—followed by a list of accomplishments that weaves in with the key points mentioned in the summary. The ability to put years of experience in a one-page document that invokes interest says a lot about the person’s communication and presentation skills. — Jyoti Khadgawat , Smule Inc.

As the quote above indicates, a resume that can showcase the art of storytelling goes a long way in impressing a recruiter. However, this does NOT mean that your resume has to be a one-pager. As long as you can tell an impactful story about yourself on more than one page effectively, you’re good to go.

Too much information on one page can potentially ruin its visual appeal. At the same time, make sure that your resume is not too long .  Update the resume with work experiences that match the job description. It’s unwise to let any unnecessary information take up space. Follow this resume outline to guide you.

Skills and accomplishments

Although your skills and accomplishments are part of your resume, a career portfolio demands a separate list for each to make them stand out. This is where you get to make them specific.

Your skills and accomplishments could be related to any professional experience as a volunteer, student, or part-time employee. You get the opportunity to write about yourself and your experience in detail.

A list of marketable skills

Your job history details what you do, but you’ll also want to zoom out the lens and create a list of your marketable skills in your professional portfolio. 

Much of your list will include the technical skills and experience you need for your job. For example, you might list your certification as a copywriter or experience writing AI prompts. 

But don’t forget that your soft skills—like communication or time management capabilities—are also a big part of your career story. Here’s a soft skills list to inspire you about what to include.

As a multi-skilled job seeker, you might decide to apply to jobs for which the required skills are similar but not the same, i.e., business consultant and business analyst. Here, you have the liberty to make your skill set unique to each job description. 

Furthermore, describe the work setting in which you applied those skills.

Career Portfolio Examples: Skills and abilities

“My leadership skills equipped me to lead and coordinate the activities of the content creation team of X (insert number here) employees. I used my communication skills to clearly articulate problems and progress to top management through my eye for aesthetic and engaging presentations.”

A list of accomplishments

These career portfolio examples will explain how to prove your value-adding capabilities to a prospective employer. It’s advisable to separate your accomplishments into different segments according to different jobs. Accomplishments also go hand-in-hand with numbers or percentages. Let’s look at the examples below:

Junior Marketer:

Business Competitions:

Personal Achievement: 

Samples of your work

Work samples are the best means of showcasing your professional experience and adding greater credibility to whatever you mentioned in your career summary, resume, and lists of skills and accomplishments.

Unlike a link to your website or social media platform, which will likely contain all of your work samples, this should include only your best work—typically projects or examples that exhibit a wide range of skills. 

For samples of your work, aim for quality over quantity. Examples might include copies of your newsletters, marketing plans, sales figures, graphics design work, presentations, reports, etc.

You can also mention your best volunteering or community service work, especially if you don’t have enough work experience. Feel free to add any significant work experience you gained by participating in college clubs or extracurricular activities.

You should also briefly mention any positive feedback you received on your example, i.e., a  comment on a blog post or performance appraisal on a project.

A list of professional development activities

Listing your professional development activities is a great way of showing potential employers that you’re a lifetime learner eager to keep growing. It demonstrates your dedication to your career and enthusiasm for learning new things.

Give your potential employer the confidence that you will continue to work on your professional development . Show off all the relevant offline or online courses you have completed, the internships you’ve done, the certifications you’ve earned, and the workshops, seminars, or conferences you have attended ( relevant being the keyword here).

References and testimonials/letters of recommendation

Make sure to insert a list of 3-5 people, including at least one past employer, as professional references. The remaining 2-4 people could be your professors, clients, colleagues, or customers.

They must all be willing to talk about your skills, experiences, strengths, and accomplishments. Write down their full names, designations, and contact information. 

Additionally, request them to write testimonials or letters of recommendation for you.  These will help a recruiter easily see you through their eyes while reading the portfolio. You can also take the opportunity to include copies of positive employer reviews in this segment.

CTA: What to do next?

Promote your career portfolio.

Try to market your portfolio as much as you can on your LinkedIn profile and other social networking accounts, such as Facebook, Twitter, or Instagram. You may also register on a particular job site to post your online portfolio. Your portfolio will then be sent to prospective employers. Several job sectors, such as psychology, have professional associations and websites for job seekers to promote their portfolios.

Regularly update the portfolio  

Your portfolio is always going to be a work in progress throughout your career. As you gain more work experience, acquire more skills, accomplish more, and undergo further professional development, be sure to regularly update your portfolio and remove outdated items.

It will also enable you to monitor your career progress and identify areas of improvement. Match the portfolio information to the job description before each job application and interview. Even if you use a printed portfolio, keep an online copy for making updates from time to time.

Spend wisely

Don’t get too swayed by the idea of getting a high-paid job soon. Careers take time to build, so start spending wisely in college to save enough money for a rainy day.

P repare for your job interview

Talk to fellow students or colleagues, talk with a career counselor or coach, and read/watch any reliable material on interview preparation .

Don’t give your portfolio to interviewers at the beginning because they would likely read the whole thing right then. Don’t share it at the end either because interviewers will usually not have the time to read it. It’s best to use the portfolio during a job interview. Answer questions along the way and let the portfolio back you up.

Curate your portfolio the right way

It can make a world of difference in your career—so take the time and care to show employers the value you would bring. 

Great article on the importance of having a career portfolio! It’s definitely something that can help you stand out in today’s competitive job market.

Absolutely! Glad you enjoyed it. 🙂

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39 of the Best Web Developer Portfolio Examples

Maybe you’re a rookie frontend developer looking to land your first job.

Perhaps you’ve been in the industry for a while and are looking to attract some more freelance clients.

Either way, an easy way to impress hiring managers and make your mark in the coding world is by ensuring you’ve got a slick portfolio website to your name.

Whether you’re starting out creating your first portfolio website, or are simply looking to give yours an overhaul, we’ve gathered plenty of tips and examples for you.

In this post, we’ll start by showing you just why it’s necessary to have a portfolio site as a web developer, then we’ll go through how to make one, what to include in it, and how to review your portfolio before launching it. Afterwards, we’ll show 39 examples to inspire your own portfolio design.

If you want to jump straight to our selection of the best web developer portfolios around, then simply use the clickable menu:

  • Do web developers need a portfolio?
  • How to make a web developer portfolio

Who you are

What you can do, showcasing your work, extra features to impress recruiters.

  • Things to remember when reviewing your portfolio
  • The best 39 web developer portfolio websites
  • Final thoughts

1. Do web developers need a portfolio?

This can be a hotly-debated question in the coding world. Plenty of developers will proudly mention that they have never needed one—they’ve gotten job offer after job offer with just a resume, an active GitHub history, and by acing coding challenges.

However, the real question should really be: why not make a portfolio?

Why not give yourself the best possible chance at getting hired? If you are focusing more on frontend development or are planning on working as a freelance web developer , a portfolio website is a key way to impress potential employers and clients.

While you’re more likely to hear about a portfolio in relation to UX design , they are a great way of putting yourself solidly on the map and setting out your stall as a web developer. After all, you’ve worked so hard on these projects—why not show them off?

Now that we’ve established that creating a portfolio website is a good idea, let’s learn how to go about creating one.

2. How to make a web developer portfolio

Before you start, it’s important to consider two things: first, how your portfolio is different from your resume, and then how the two of them interact .

In essence, your portfolio should be so much more than your software developer resume . Its scope is much wider, stretching to your entire online presence—your LinkedIn, Github, StackOverflow, social networks, personal website.

Each of these individual elements should be consistent with each other, even down to the username you use.

It might not sound like much, but keeping the same username across all platforms makes it easier for recruiters and employers to find out everything you want them to. Remember that you want to be easy to find.

While we’re talking about your online presence, a key element of this is GitHub . While we’ve already gone into the various reasons GitHub is vital for web developers , it’s very useful as part of your portfolio, too.

Having a history of consistently making contributions on GitHub sends all the right signals to potential employers.

This will show how much you are actively involved with the coding community, which bodes well for how helpful a colleague you will be.

Building a portfolio website

Essentially you can use any different type of platform to host your web developer portfolio.

If you don’t know how, we’ve created a step-by-step guide to hosting a website for free .

If you’ve learned the HTML, CSS, and JavaScript ropes of frontend development, you’ll most likely be keen to start creating your own portfolio website from scratch.

In fact, if you’re short on professional projects to showcase, the process of building and styling your portfolio site itself can make a useful project to include.

However, if you are beginning to feel like creating it from scratch is becoming a time-sink, that’s totally alright too.

Don’t be afraid of using templates to build your portfolio website .

Not only does it save time for you to concentrate on which projects should actually go into your portfolio itself, it also can be an easy way for your portfolio website to not appear junior.

Now that we’ve looked at the overall concept of how your portfolio should be made—as well as advice on how to build the site itself—let’s move on to what content to add to the page.

3. What to include in your portfolio website

In this section, we’ll cover the three central pillars of any web developer portfolio website, as well as some bonus elements you can include for extra kudos.

These pillars are the essential things employers are looking for as soon as they arrive onto your site: who you are, what you can do, and evidence of this (your coding projects). 

Obviously, this element is the one that can vary the most from portfolio to portfolio.

Some people find it useful to give a career summary—your experience, the time you’ve spent in each position/industry, and the technologies you have worked with.

You may also include some words about what you are passionate about, both inside and outside of web development. This could be anything: from Node.js to baking, Responsive Web Design to making kimchi dumplings.

Shakespeare may have written “brevity is the soul of wit” for Hamlet, but what he was really talking about was web development portfolio biography sections.

Keeping this section short is key—aim for roughly no longer than 50-75 words, if possible.

There’s no need to give your whole life story—plenty of time for that once you get the job!—but give enough color so that recruiters get a sense of who you are as a candidate. Take every opportunity to stand out from your competitors.

Now that you’ve shown who you are as a person, it’s time to show the world who you are as a developer.

The next section is where the aim is showing off as visually and clearly as possible your tech stack , and which tools you’ve added to your toolbelt.

There are many different ways to do this, as you’ll see from the portfolio website examples further on in this article. One approach you could try is to group projects by products/tools and then by programming languages you’ve learned.

That way, potential employers can see at a glance what you have in your skillset—as well as what you don’t have yet. As web developers are constantly learning, be sure to keep your portfolio website updated with each new skill or technology.

Since you’ve spent the last section listing the coding skills you have, it’s only natural for tech recruiters and potential employers to want to see some evidence of these skills.

Above all the neat design flourishes and personal history, it’s important to remember a portfolio is a showcase. Here is some advice for presenting your coding projects.

When possible for each project, be sure to include three things:

  • A link to/description of the project
  • A link to the source code itself on GitHub: If you didn’t write all of the code on the project yourself, then a helpful hint is instead of linking to an overview, link directly to the commit that you coded yourself. This saves the hiring manager time negotiating the GitHub repo and can send them directly in.
  • A video overview: When showing off your work, context is key . Recording a video allows you to go through the technical challenges you overcame while working on the project. Use a tool like Loom or even Zoom to create a video walkthrough of your project, while talking hiring managers through it. This is almost like skipping straight to the interview itself, and gives potential employers a great idea of your approach, as well as the problem-solving abilities that all good developers should possess.

Selecting projects to present

What if i have too many projects to choose from.

If you have a large amount of items for your portfolio, nice work!

Our advice is to only promote a handful of the ones you want to highlight (with images/thumbnails and descriptions) and then link to the rest of your projects in text only. 

If you have them, see if you can include a nice mix of some of the more “out there” projects you’ve worked on, as well as a few of the more practical ones. This shows hiring managers that you have range and breadth in your development work so far.

But what if you don’t have any industry experience yet?

Don’t worry—this is not as big a problem as you think!

Career-changers and those starting out in the world of web development are more likely to run into the problem of only having three or four projects to add to their portfolio website.

So is it even worth it creating a portfolio in the first place, even if it looks sparse? Yes, definitely . Here are a few tips to help you get around this.

First of all, it’s important to note that when choosing a project to include for your web development portfolio, that these don’t have to be a full product .

It can only be a feature of a larger pre-existing product—that’s just fine. If you’ve put in the time to work on this project, share it. Potential employers will want to be looking at your code, your approach, and how you negotiated obstacles in the project, which are just as evident when reviewing a feature as much as a full product.

If you’re looking for other projects, there are an almost innumerable number of projects available. What’s more, they don’t have to be related to your main work pathway or skillset .

Now that you’ve decided all of the information and projects to include in your portfolio website, let’s look at a few tips that employers would like to see more of.

Testimonials

These are statements as to your abilities by individuals or companies who have worked with you professionally—much like recommendations you see on LinkedIn. But what if you don’t have anyone you’ve worked on web development projects with? 

No problem. Don’t worry so much if you don’t have many testimonials about your technical or coding skills, as you don’t necessarily need it. Anyone speaking to your ability as a team member is helpful —real people vouching for you IRL cannot be beaten in terms of impressing hiring managers.

When adding these to your portfolio website, presentation of testimonials is key to building trust. Be sure to use the referee’s photo if you can get their permission, as well as (or failing that) their company logo.

Links to platforms

We already discussed how your various social media networks and tech platforms contribute to your portfolio overall, so prominently including links to them is a must.

The recruiter or hiring manager may simply want to follow you instead of reaching out about a particular open position—make it as easy as possible for them.

Your portfolio is filling up nicely, all of the content has been inserted and styled, and you’ve even added the finishing touches and flourishes to make it eye-catching. Your portfolio website is ready.

Before your finger smashes the keyboard and sends your portfolio out into the cybersphere, let’s review it one more time.

4. Things to remember when reviewing your portfolio

Stop. Take off your normal glasses. Take out your contact lenses. Now, put on your recruiter glasses, and look at your web developer portfolio again.

If you need more help to get into the tech recruiter’s mindset, then our guide to help you prepare for the recruiter screen will give you a good sense of it.

Now, from the perspective of a prospective employer, ask yourself these questions:

Have I written too much, or not enough?

When it comes to your portfolio, less is more. The copy needs to be easily digestible for hiring managers to scan through, while also giving a sense of who you are.

This also extends to your projects themselves—make sure you add some context and introduction to them, but don’t drown the visitor in information up front.

Is the portfolio website mobile-responsive?

You would think this is a given, but in the rush to assemble all of the different parts of your portfolio together, ensuring that it displays properly on mobile devices is a must.

If you want to be a web developer in this day and age, then Responsive Web Design has to be part of not just the different web apps that make up your portfolio, but also the portfolio website itself.

Is the user being directed towards a call to action?

We’ve already discussed how when a recruiter or hiring manager is going through your portfolio website, they are being led on a journey—where this journey should end is in contacting you.

This call to action can be a link for the hiring manager to download a copy of your resume, a contact form, or for them to write you an email.

It’s important to have a consistent and clearly visible CTA throughout your web developer portfolio. If you’re using a single-page website, try to have the CTA following the user as they scroll, or displayed in the top corner menu bar.

CTAs like this can also be another neat opportunity to show off with a design flourish, as well as to show a bit more of your personality or attitude.

5. The 39 best web developer portfolio websites

Without further ado, here are some of the top portfolios we’ve come across. For some, we’ve pointed out some neat features employed in the portfolio.

Katrin Sellerbeck

Nadia sotnikova.

We love Nadia’s use of CodePen embeds to show off her projects, as well as her elegant animations on buttons. We just wish she’d stop threatening that poor horse.

Kay Evans-Stocks

Ken chambers .

We love Even though it’s still a work in progress, Ken’s portfolio absolutely sings. It has an excellent layout transitions, as well as a Dark Mode feature, one of the hot design trends right now .

Afua Deborah

Sandy iris pranjic, riccardo zanutta, simeon tudzharov.

What we love:  I mean…just look at it. CareerFoundry Full-Stack Web Development graduate Simeon has created a thing of beauty, just bursting with 90s world wide web vibes. This is  clearly not a template, and he wants you to know that—practically, the animations make you want to watch the source code to see what’s going on “under the hood”—a great draw for hiring managers.

Denise Chandler

Raoul gaillard, emily ridge, jack tomaszewski, cassie evans, zonayed ahmed, prashant sani, alvaro saburido, nahid ferdous mohit, javier diaz, brittany chiang, prafulla raichurkar, sean halpin, naiara abaroa, robby leonardi.

Seasoned developer Robby takes interactivity to another level. This portfolio reflects a computer game, where the user has to press keys to move forwards or backwards.

Each “level” is a section of the portfolio site, and the user has to continue through to explore the site in full. Fun, colorful, and dynamic; this would certainly capture any recruiters attention. 

Key takeaway: A unique portfolio will help you stand out. 

Patrick David

Pascal van gemert, rosie leung, iuri de paula, albino tonnina, safet pojskić, bruno simon.

At CareerFoundry we offer a fully-online, fully-mentored and tutored Full-Stack Web Development Program to those looking to change careers into coding.

Here’s a selection of some portfolio websites from our students around the world:

Rachael Rigby

Nicky kosasih, ilya vlasov, 6. final thoughts.

So, there you have it! Hopefully by now you’ve been motivated to create your own web developer portfolio website or to give your existing one a makeover.

By learning web development through a dedicated program such as the CareerFoundry Full-Stack Web Development Program you’ll emerge with a lot more than just coding knowledge.

You’ll also already have a head-start on your portfolio, with seven professional-grade coding projects and apps created as part of your coursework.

What’s more, your dedicated career specialist will help you refine your portfolio with expert guidance and tips.

If you want to see one our tutors analysing even more junior developer portfolios, then this video is right up your street:

Want to keep exploring web development? Here are a few other articles you might like:

  • What is Flask and how do developers use it? A quick guide
  • How to get your first web developer job
  • 13 real-world examples of Python in web development
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6 tips to use portfolios, Asana’s best-kept secret for cross-project planning

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Use portfolio dashboards to automatically create custom charts and visualize performance across every initiative in your portfolio.

Welcome to the world of portfolios, Asana’s best-kept secret. Here are five tips to get started, so you don’t miss out on this powerful feature. 

1. Keep stakeholders informed and accountable, in one place

How many times have people asked you about the status of an initiative, or where they can find information? If you regularly manage projects, it probably happens a lot. Portfolios solve this problem with a central space where everyone can access progress updates for all projects in that portfolio, making it easy to answer questions and keep stakeholders in the loop. That means no more scattered updates—instead, people can easily find the information they need in one place. 

Here’s how portfolios can simplify stakeholder communication: 

Create status updates faster. Instead of crafting time-intensive updates from scratch, Asana speeds the process along by suggesting sections, tasks, and milestones to mention. Drag and drop suggested highlights, automatically create charts, and more. 

View past status updates , so you have a concrete record of the progress that’s been made. 

Link portfolio work to company goals. Show which overarching business goals your portfolio supports, so stakeholders stay accountable and understand why their work matters. 

Add a portfolio description, owner, and due date to keep important details top of mind. And when new stakeholders join your portfolio, they have the context they need to get up to speed quickly. 

Keep stakeholders informed and accountable, in one place: status updates in portfolios

2. Get a bird’s eye view—instantly

Do you use custom fields to track task data within projects, like time spent or available budget? If so, you can automatically summarize that information within your portfolio to get an instant, high-level overview across all your projects. 

Here’s an example of how it works: 

Track data within projects: Imagine you’re tracking vendor work in a project. Add a custom time tracking field to calculate exactly how long vendors are spending on each task. 

Then add projects to a portfolio: Add your vendor management project to an executive portfolio, where you track work across your whole company. 

Next, summarize data across projects: Add a “rollup” time tracking field to your executive portfolio. This summarizes the time tracking data within each project, so you can monitor time spent at a glance, across your entire company.

Voilà —an automatic summary of time tracking data across projects, with just a few clicks. 

Get a bird’s eye view—instantly: custom field rollups in portfolios

3. Organize work your way

The great thing about portfolios is that you can organize them however you want, without impacting how other people view or access work. That’s because tasks, projects, and portfolios can live in multiple places at once, meaning you can add initiatives to your portfolio without changing where they’re originally stored.  

Here’s a summary of how portfolio organization works: 

Add projects to portfolios to organize related work in one place. 

Add portfolios within portfolios to keep initiatives organized at a high level, like nested folders within folders. 

Add work (projects or portfolios) to multiple portfolios at once , so you can create a personalized organization method without impacting your teammates. 

For example, imagine you want to add a “freelance budget” project to your “annual budget tracking” portfolio. Right now that project already lives in two other portfolios, owned by other people. You can still add it to yours without changing where it originally lives.

Organize work your way: portfolio organization

4. Track progress with portfolio dashboards

If you regularly pull data to check the progress of work, you know how time-intensive it can be. But with portfolios, reporting doesn’t have to be a time suck. Instead of manually collecting and summarizing data across projects, you can use the dashboard feature to automatically create custom charts and visualize how your initiatives are performing. 

Whatever data you track within projects, you can report on with portfolio dashboards. And with a variety of chart options, you can visualize information using line graphs, donut charts, burnup charts, and more. Here are just a few examples: 

Track costs: Create a line graph to show how costs change over time, across every project in your portfolio. 

Monitor project status: Visualize upcoming, overdue, unscheduled, and completed tasks with a donut chart. 

Check performance: Track how long it takes to complete tasks, across projects. 

Track progress with portfolio dashboards

5. Monitor team workloads

Historically, staffing many different projects is a challenging—and time consuming—task. Portfolios solves this problem with its workload feature , which lets you track bandwidth for every person on your team, across every project in your portfolio. That means you can get the complete picture of how your team is spending time, even if they work on different projects. 

In addition to tracking bandwidth, you can also:

Drag and drop tasks within workload view to easily reassign and reschedule work.

Move resources between projects in one view, without clicking back and forth. 

Visualize future bandwidth to make sure upcoming projects are properly staffed, and prevent blockers before they happen. 

Note: The workload feature is available if your portfolio only contains projects. If your portfolio contains another portfolio, it will be grayed out.

Monitor team workloads

6. Coordinate timelines across multiple projects

When you coordinate multiple projects at once, timelines can easily get confusing. You may need to stagger work so your team isn’t overloaded, synchronize deliverables around launch dates, or adjust multiple project timelines at once due to blockers. Timeline view in portfolios gives you a way to visualize every project timeline in the same pane, so you can see the full picture and easily make adjustments.

With timeline view, you can: 

See a high-level timeline of every project in your portfolio . View project start and end dates, plus important milestones across all your initiatives. With this big picture view, you can see how schedules overlap and whether deliverables are on track. 

Drag and drop milestones and projects on your timeline to automatically adjust due dates with a single click. 

Click into each project for a more detailed timeline view with individual tasks and dependencies —assignments that can’t be started until another is completed. This lets you see the big picture first, then dive into smaller details as needed. 

Note: The timeline feature is available if your portfolio only contains projects. If your portfolio contains another portfolio, it will be grayed out. 

Coordinate timelines across multiple projects

Don’t miss out—save time and effort with portfolios

Portfolios are a powerhouse feature you don’t want to skip, especially if you manage multiple projects at once. Visit our pricing page to learn more about portfolios, plus how to sign up for a free trial. 

Want to dig deeper? Explore the ins and outs of portfolios with our Asana Academy course .

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28 Copywriting Portfolio Examples & How to Build Yours

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You decided: you’re going to update your copywriter portfolio finally. More than that, you’re going to create one so amazing that clients just won’t be able to resist. You even selected some of your favorite projects to add in there. Awesome! There’s just one little problem left… What is it supposed to look like again?

In this post, we’ll show you 28 real copywriting portfolio examples. This will give you a good idea of what they usually look like, and a chance to get inspired. Through these examples, you will learn what makes a copywriter portfolio great, and in the end, we’ll show you how to build one using a copywriting portfolio builder tool .

Create your site now

Looking for a quick and easy way to build your portfolio? Try Copyfolio and create a stunning website that’ll look good on every device. It’s free, no credit card required.

Prefer a video format? Check 7 new examples below 👇

Copywriting portfolio examples

Even if you know what you should include in your portfolio, it’s helpful to see how other people have done it. That’s why we’re bringing you 28 copywriting portfolio examples today that we hand-selected from hundreds that we looked through. You can get some inspiration for yours and also learn from them.

Examples of a good copywriter portfolio home page

1. alyssa birchfield.

The copywriting portfolio homepage of Alyssa Birchfield, copywriter and content strategist

Alyssa’s copywriting portfolio homepage checks all the important boxes. It has:

  • A clear tagline stating her profession: we find out right away that she’s a copywriter and content strategist.
  • A photo of herself that’s amazing for building rapport. It also shows her professionalism through the quality of the photograph.
  • Her best copywriting samples upfront. You can browse her aesthetic portfolio grid with a variety of writing samples: blog posts, social media and email copywriting, websites, and more.
  • Logos of her previous clients , underlining her credibility. If all these companies trusted her with their copywriting, she must be pretty great, right?
  • An about me section —titled “Meet the Writer” in this case. You might notice that Alyssa doesn’t have a dedicated about page, so introducing herself on the homepage of her portfolio is essential.
  • Her CV at a glance , typed out, which makes it much faster and completely hassle-free for potential clients to check Alyssa’s background.
  • A CTA (call to action) at the end, prompting visitors to send her an email. It might seem like a small addition, but sometimes a little nudge is all people need.

All these are presented with a simple layout, ample white space, and professional-looking, matching but not identical photos, giving you the image of a high-end, qualified copywriter.

2. Kelsey O’Halloran

The main page of Kelsey’s copywriter website is a good example of what a copywriting portfolio home page should look like. It’s not only beautiful and coherent in style, but also has all the home page must-haves you should also strive to have on yours.

The top section of Kelsey O'Halloran's copywriting portfolio website

Starts with a picture and a short description. At first glance, you already get to know her a little bit and find out exactly what you can expect. In her case: a copywriting studio for small and mighty brands, with messaging made human.

Shows logos of previous clients. Similarly to Alyssa’s example, seeing brands a copywriter has worked with can make a big impact when a potential client judges credibility. So adding them to your homepage is always a great idea.

Compelling conversion copywriting. If you do it for your clients, why wouldn’t you do it for yourself? Show your copywriting skills by making your services irresistible for visitors —just like Kelsey did here.

A section of Kelsey O'Halloran's homepage, featuring a testimonial and her copywriting portfolio

Displays testimonials. Social proof is a powerful tool that shows people they can trust your skills and expertise. Thus if it fits into the design, it definitely has a place on your home page. What would be better proof that you write copy like no other?

Features her top projects. With a call-to-action button linking to her portfolio, she features six of her top projects right on the home page. You can see a thumbnail with screenshots for each with the title and category of the project.

A part of Kelsey O'Halloran's homepage, listing her top services, showcasing her short bio, and featuring a "Contact Kelsey" CTA section

Lists her top services. The tagline at the top gave you a clue about what Kelsey does, but here you can really hone in on her areas of expertise. A quick browse and you’ll know if she has what you’re looking for.

Added a short bio. You found out at the top, what kind of work she does, but what about the person behind? Further down the page, you can find her single-sentence bio with another professional photo and a link to her about page.

Makes it easy to get in touch.

3. Alaina Thomas

The aesthetic copywriting portfolio website of Alaina Thomas, made with Copyfolio

Alaina created her copywriting portfolio using Copyfolio's "Journal" template .

Alaina Thomas starts out her copywriting and marketing portfolio homepage with a strong headline saying: “I provide heartfelt copywriting & community-building social media marketing.”

Throughout her homepage (and the rest of the portfolio website), she uses abstract dividers between sections, the pastel grey and brown colors matching her style. She uses them consistently in other graphics as well, establishing her personal brand.

Underneath her tagline, Alaina lists her three most popular services: social media copy, blog copy, and email copywriting. She has a complete Services page that you can see in the top menu, so you know this is just a teaser, and you can head over there to learn more.

Alaina took the usual about me section to the next level. While she still has text on one side and a photo of herself on the other, she used a background and a unique design for the text part.

Since this is not something you could do with most website builders, she created the design elsewhere and added it in as an image.

With the right alt-text, people with disability and search engines will still be able to read it, even if the text is added as an image

When it came to showcasing her projects, she divided her work into two categories: content marketing and social media marketing. Using photos that match the color scheme of the rest of the homepage, she created a visually cohesive and appealing site.

And let’s not forget the CTA she ended the page with. What could be more powerful than the line “let’s write your story together”? Followed by a “send a message button”, clear and straightforward, this closing section couldn’t be any better.

4. K.J. Brett

K.J. Brett's copywriting portfolio, created with Copyfolio's Poster portfolio template

Kim's copywriting portfolio is the perfect proof that you can have an impressive site even with just a few images. Instead of using pictures, she makes a bold impression with a colorful background, which also helps you focus on the text written there.

She starts out with a crystal clear tagline explaining what she does (copywriting, content creation, and storytelling) and mentioning where she's based (in the UK). She follows that with her top 3 projects —a straightforward and powerful approach.

Her copywriting project thumbnails are all harmonized, matching the background as well, adding to the put-together vibe of the whole site.

And if the case studies didn't convince you yet, she added testimonials from previous colleagues, as well as logos of even more companies she's worked for.

Since she opted for no separate about me page, she added a short about me section to her homepage instead, perfectly encapsulating her personality. Also lacking a separate contact page, she added her email address to the bottom of her homepage as her primary contact information.

Kim created her portfolio with Copyfolio's Poster template and Cardboard color palette.

5. Farhan Razlan

The dark themed copywriting portfolio page of Farhan Razlan, made with Copyfolio

Farhan created his site using Copyfolio's Journal template, switching to the Pitch Black color palette.

Set a dark background and grab some custom, neon-looking images to fill the page and you’ll have one of the coolest-looking copywriting portfolio homepages ever. Farhan’s is an amazing example of that.

Using his copywriting skills and these visuals to his advantage, he established a clear and unique personal branding that’ll pique your interest right away. Since he knows he has your attention, he showcases his “best of the best” writing samples right at the top.

Then as you keep scrolling, you’ll get to see even more projects neatly categorized into categories: social media, content writing, and email copywriting. And in the end, he closes with a catchy call to action, with a hint of credibility building sprinkled in there.

6. Sara Henry

The paster portfolio homepage of Sara Henry, creative copywriter and content creator

Want an example with just enough (but not too much) content on the portfolio homepage? Then take a look at Sara’s site.

Following her customary photo and tagline combo, all she’s added are:

  • An about me section so you can get to know her a little better
  • Four of her top projects so you can see her copywriting skills in action
  • And a call to action, prompting you to get in touch

Clients and hiring managers are busy, so sometimes the less is more approach can be rewarding. Sara’s portfolio homepage still gives you enough information to decide if she’s a good fit for your job —but it’s short enough that it’s not overwhelming.

7. Antonia Venzhynovych

The aesthetic copywriting portfolio website of Antonia Venzhynovych

Antonia also starts strong with her best copywriting projects —but she decided to switch up the layout a little bit. Instead of having a simple portfolio grid, she first added two larger tiles. These are then followed by three more projects in a line. All five have gorgeous, high-quality, and style-wise coordinating thumbnail images, making an elegant and professional impression.

Only after her best work did Antonia decide to write a little bit about herself, alongside a lovely picture of herself, adding to the gracefulness of the site. She used white space intentionally to draw eyes to her call-to-action underneath, without using bright colors or crazy visuals.

Let's not forget her copywriting resume section at the end either, telling visitors about her skills and background with bite-sized pieces.

Do you like the look of Antonia's portfolio? Create a similar one easily with Copyfolio and its "Typewriter" template !

8. Savannah Fonseca

The portfolio website of Savannah Fonseca, showcasing her copywriting portfolio with custom project thumbnails

Savannah used one of Copyfolio's legacy templates, Agenda, to create her copywriting portfolio

When you look at this homepage, three things will be clear right away: her name is Savannah, she’s a copywriter, and she’s working freelance. And this information is also accompanied by a lovely picture of her, which makes for a more personal connection immediately. That’s exactly what you want a first impression to be like.

Reading on you’ll find out that she has over 15 years of experience (impressive!) with a special interest in lifestyle and kids' content. Is she a suitable copywriter for you? She might have already answered that question.

And if that piqued your interest, you can jump right into her copywriting samples. Savannah presents them in categories such as mailers, blog posts, and social media —and she created thumbnails completed with little illustrations for each of them.

This display of projects is not only great for giving a quick overview of the types of projects Savannah worked on, but also builds her personal brand. Professional, but cute and friendly. Exactly what you’d expect from a writer in the lifestyle and kids space.

Following the projects Savannah also displays testimonials from previous clients, underlining her credibility. And if that wasn’t enough, it’s not pictured here, but she also shows logos of companies she worked for. A great way to illustrate the years of experience she’s talking about.

9. Gari Cruze

The portfolio homepage of successful American copywriter, Gari Cruze

Gari Cruze is a copywriter with a strong agency background and a lot of cool projects under his name. When you land on his site, you can see his featured projects right away, displayed in a grid with eye-catching thumbnails.

As you hover over you can see that Gari worked for brands like Slack, Lyft, and even the US Department of Education. This gives you a good idea of his experiences and expertise, and will probably get you interested enough to click through.

Although this information is not featured right on his home page, Gari also makes it easy for the viewer to find out more about him with an “About” link in the main menu. He even included a fun “17 random things” page. His about page consists of fun and entertaining copy about himself - and also gives easy access to his writer resume and contact information.

10. Carly Zumar

Pages from the copywriting and social media portfolio of Carly Zumar: her homepage featuring projects, and one of her Instagram case study pages.

Carly Zumar is a copywriter and social media specialist who created a gorgeous portfolio homepage (and website in general) using Copyfolio and the "Letterpress" template .

Giving her page a crisp white background and adding black text made sure all her images would match the site itself. She also coordinated the colors of her images, on her homepage and in her case studies as well ensuring a cohesive and stylish design.

11. Emma Dodds, NYC-based copywriter

The portfolio website and top copywriting projects of Emma Dodds, an NYC-based copywriter

Another great home page example would be the site of Emma Dodds, an NYC-based copywriter. Emma...

  • Established a strong visual brand with the black and white color palette, profile image, and photo at the bottom of the site
  • Used a clear CTA to prompt people to get in touch with her for future projects
  • Displayed her projects prominently on her homepage, giving viewers a great variety to browse through and
  • Featured her contact information in the site's footer, making it even easier to contact her.

If you wanted to create a similar copywriting portfolio, check out Copyfolio's Typewriter template .

Create your site now

12. Kathryn from CopyKat

The website homepage of Kathryn from CopyKat, advertising her copywriting services, full of brilliantly written copy

The home page of CopyKat Creative is visually appealing, consistent in style, and brief. The first two paragraphs of the copy are already entertaining to read, leaving you excited to find out more. It’s an excellent copywriting example in itself.

And find out more you do, as right underneath there’s a short about section with a second picture of Kat next to it. Too lazy to read much? You can also just browse the attached word cloud instead.

…or check out the logos of brands she’s previously worked with, with some well-known names like Nestle or Tesco sprinkled in there. And if you’re as swept away as we are at this point, you can go ahead and click the funky “View my portfolio” button to see the pieces she’s created for them.

Apart from the vital contact information at the bottom of the page, that’s all CopyKat has on her homepage. And that’s alright as it fills the purpose: showcases her brilliant copywriting skills, establishes her authority, and leads you to the next step she wants you to take, which is checking out her portfolio.

13. Cassidy Horton

The freelance writer website and portfolio of Cassidy Horton, expert copywriter specialized in writing for personal finance brands

When it comes to freelance writer websites and portfolios, some checkboxes have to be ticked, if you want to make sure your page converts. Cassidy Horton’s website checks all of these boxes.

She starts with a tagline that says what she does and for whom. In this case, Cassidy is an expert copywriter for personal finance brands. To really hone in on that and make sure business owners know they’re in the right place, she added another section focusing on that.

There she lists the target audience groups her potential future clients should have in order for them to be a good fit. The list includes groups like women, people of color, underserved communities, and more.

Being able to niche down so specifically hints at Cassidy being a very popular and busy copywriter. One who doesn’t have to take any job that comes her way but can pick and choose projects that fit her skills and values.

And it’s not only good for her but for her clients as well. Because they know they’ll work with someone who truly cares about them and their business, and who has ample experience writing for their niche.

She then goes on to the actual sales copy: setting the scene, writing about the problems of her target audience, and offering her services as the solution. Although she has a separate page for her portfolio pieces, just this landing page is a great conversion copywriting sample in itself.

Adding an about section with a photo of herself, and a testimonial from a previous client (also including a nice picture and a big brand name) strengthens both her credibility and her rapport with the visitors, so they’re great additions.

Lastly, if you’ve already confirmed that you’re the type of business (a personal finance brand) working for the type of audience that she specializes in, Cassidy also hands you a list of services she does to make sure you’re the perfect pair for collaboration.

And if you decide you are, you can just click the button underneath and book a free discovery call with her right away.

14. Shanice Periatt

The homepage of Shanice Periatt's copywriter portfolio

​​Shanice has a welcoming homepage that makes it easy for us to find her projects —or to learn more about her and get in touch if we'd like. Her top headline clearly tells us what she does (she's a digital marketer and content creator with 4+ years of experience crafting compelling copy) and she tells us exactly what our next step should be with a clear CTA right underneath.

The about page of Shanice Periatt, found on her copywriting portfolio website

Her portfolio website has a muted pastel background that complements the green accent color she uses in her thumbnails and for her profile picture, bringing it all together. The design of her site is simple, but consistent all throughout, giving it a polished and professional look. Shanice created her portfolio using Copyfolio and its "Letterpress" template .

15. Tom Rigby

The simple homepage of Tom Rigby's copywriting portfolio with a top menu for more pages like his about or portfolio page

Tom is a freelance copywriter from the UK, with over 25 years of experience. He structured his website and homepage a little differently, but we still wanted to showcase it as an interesting example.

On his homepage, you can find a single (well-written) sentence about what he does. This layout first draws the eyes to the text and then lets them wander right to the navigation. Without having to scroll and read anything you might not be interested in, you can easily find what you’re looking for in the menu.

About, copywriting services, clients, approach, portfolio… He has it all. It's worth highlighting his portfolio page above all. He starts it aptly with some witty copy that lets you get a glimpse of his personality and see his copywriting skills right away.

Tom Rigby's copywriting portfolio with filters to find copywriting samples and projects more easily

Underneath those few initial paragraphs, you can find his copywriting samples with larger thumbnails, showcased in a grid layout. They’re organized in alphabetical order by the clients’ names, some of which are well-known brands like HP, Deloitte, Mercedes-Benz, or McClaren. It’s already easy to browse through but to make it even more convenient, you can filter the projects by type: advertising, brochure, magazine, etc.

Once you click on a project, you can see the finished product (with visuals) on the next page. The only thing we’re missing here is some explanation for the projects. We’d love to read a little more about the background of these campaigns, what problems the copy solved, and just overall how it was created.

16. Lisadra Ramos

The portfolio website of Lisandra Ramos, B2B content writer and copywriter

Lisandra decided to go with a pastel pinkish background and use stronger pops of colors in her images. To her profile picture underneath her main tagline, she added two more vibrant pink blobs to catch viewers' attention.

Next to them she then has a short about me section to give more context. Here you’ll learn she’s been writing for the tech industry in the B2B sector for over 9 years. Her specialty? Blog posts and white papers. So if that’s what you need written, she’s your person!

If the niche is not enough for you, reading on you can find out more about her writing style. With illustrations matching her profile picture, she describes it as engaging by nature, crafted with purpose, and true to your story. All of which makes for highly converting, convincing copywriting.

The portfolio section with copywriting samples of different categories, on Lisandra Ramos' portfolio website

Scrolling on, still on the homepage, you’ll find her copywriting portfolio divided into three categories: content writing, email marketing, and event marketing copies. Click on any of the thumbnails to see samples for that specific category.

Instead of using photos, Lisandra opted for illustrations for her thumbnail images. They don’t all have the same color scheme, but they’re all monochrome and still go well together.

And to end the page before the footer, she’s added a call to action section titled “Meet your content marketer”. With that phrasing, she helps visitors visualize working with her already, then prompts them to check her bio and resume to learn more.

What should good “about me” pages look like?

We’ve talked a good amount about the ideal copywriter portfolio home page, let’s now look at what an ideal about me page should look like.

17. Alaina Thomas

The about me page of Alaina Thomas, on her copywriting portfolio website

We already showed you Alaina's copywriting portfolio homepage above, but her about page also deserves a shoutout. As you can see the design is gorgeous, following the style of the rest of the site —but it's the content that makes it great.

She starts with a fun and lighthearted introduction. Instead of the typical paragraph writing about herself, she decided to go with an easy-to-read list of fun facts and a second tagline: a coffee-powered content writing enthusiast.

Alaina then dives into the more professional aspect of herself: her copywriter resume . Instead of uploading a PDF, which you'd then have to download, find, and open on your computer, she simply typed it out for us. It gives a great overview of her past work experience, skills, and the software she uses.

She also added a section for references, which, if you want to get, you'll have to reach out and ask.

18. Ashlyn Carter from Ashlyn Writes

The top section of freelance copywriter Ashlyn Carter's about me page

A great example of a great copywriting portfolio about page is the one on Ashlyn Carter’s site, Ashlyn Writes.

Right away it starts with a few lines that accomplish three things at once: show Ashlyn’s copywriting skills, introduce you to her brand (and brand voice), and tell you what she does exactly.

You know that she’s your person if you want to: get noticed, get leads, and get launched. You also get to learn more about her personally and take a sneak peek into her copywriting achievements, such as working with over 100 clients and 8,000 students, and leading million-dollar product launches. Pretty impressive!

The second section of Ashlyn's about page on her copywriter portfolio website, including logos of previous clients and a fun questionnaire to get to know her better

Her about page is full of brilliant copy and personal touches, like the video of herself instead of yet another stationary picture, or the Proust questionnaire she filled. But she’s not only nailing masterfully building rapport, she’s great at further underlining her credibility.

Apart from the high-quality design and photography, she’s also added logos of her previous clients and a section about the team she works with. When a copywriter is above the one-woman-business status, you know she must be phenomenal at what she does.

The last section of Ashlyn Carter's about me page, featuring a call to action section, blog posts, links to her online shop and more

Then she of course leads on with a wittily-written CTA (call-to-action) section, before providing even more helpful information to her visitors.

There are some other elements too on this page that we’d recommend - either here on your homepage. She’s included:

  • Magazines and other press she’s been featured in
  • Testimonials from clients she’s worked for
  • Links to her blog, online shop, and YouTube channel

19. Colleen Welsch from Glossy Type

The vibrant and colorful about page of freelance copywriting business Glossy Type by Colleen Welsch

Like most good copywriter pages, this one starts out with some convincing copy too. First, Colleen has a bite-sized box with the most important info about her. You get to know her name, profession, and mission: helping beauty brands grow their business through awesome content.

With that, she also outlines her core target audience and helps people decide if she’s the right copywriter or content creator for them. Do you lead a beauty brand? Great, keep scrolling. Is your business something far far away from that? Maybe it’s best to look elsewhere.

Then she goes into her origin story for those that want to learn more. Here you not only get to see the person behind this business but also read about what makes for credible. Like her English degree, successful blog, and the list of her relevant work experiences. In the last sentence, she even drops some big names she’s worked with, like P&G or Milani.

And of course, it couldn’t be an about page we recommend without a call to action in the end. With a vibrant section she prompts people to tell her about themselves, leading them to a straightforward “Contact us” button.

20. Sly Samudre

Sly Samudre's about page, featuring an introduction, a photo of him, logos of his previous copywriting clients, and a list of his areas of expertise

Sly’s copywriting portfolio has a relatively short about me page but it has all the info you need to potentially hire him.

He starts with a sort of vision statement saying he’d “bring your brand to life with compelling copy that gets to the heart of your vision”. Notice how, on paper, this page should be about him, yet he makes it about you? Or rather, his potential client reading it.

That’s how about pages on portfolios should be —or they should at least include elements of it. Because it’s just another opportunity to convince hiring managers and clients that you’re the perfect candidate for them.

After specifying the types of materials he writes, he’s featured logos of previous clients in a very aesthetic way.

With Copyfolio’s unified color logo wall section, the logos are turned monochrome, matching the color scheme of his portfolio website. The result? A professional presentation.

Following the idea of writing to your audience instead of writing about yourself, he closes with a list of services he provides. Introducing them with a call to action, “Let’s shine the light on your big idea” and following up with a “Get in touch” button, he lays a strong foundation for conversions.

21. Elysse Bell

The about me page of Elysse Bell, made with Copyfolio, featuring her copywriter resume

The focal point of Elysse’s about page, as you can see, is her copywriting resume. After a very short introduction consisting of 3 bullet points, she dives right in.

Instead of creating a PDF resume and embedding it, Elysse used Copyfolio’s CV section to present it in a way that matches the rest of her site. It has all the important areas:

  • Work experience
  • Awards and achievements
  • Courses and certifications
  • Software and platforms

…and the professions of people she’s worked in a team with.

It might not be the most extensive about page in the history of portfolio websites but it gives you a good idea of Elysse’s experience and areas of expertise. And if you want to know more, you can always just shoot her an email.

Create your site now

Examples of the actual portfolio pages

22. chiah ruey chee.

The portfolio page of Chiah Ruey Chee, showcasing copywriting projects with matching pink thumnails

Our next copywriting portfolio example was made by Chiah. She has many pages on her website, but out of all, her content and copywriting portfolio is the one that loads as her homepage too. You can see by the headline clearly that it’s her portfolio —which is then divided into categories.

Each category like website copywriting or pitch deck copywriting has its own case study page that you can find through thumbnails. You’ll notice that the thumbnails follow the style of the rest of the images: cute, 3D illustrations that give the site a friendly and playful vibe.

Chiah used these kinds of pictures even for the testimonial she added here, boosting her professional credibility —or to the section detailing the versatility of her expertise.

And although it’s mainly a portfolio page, underneath all that Chiah goes into detail on the opportunities she’d be open to. If you think about it, it makes sense. She just got your attention and proved her skills through her portfolio samples. So if you were looking to hire somebody, now is the perfect time for her to show you: she’s available.

23. The Literary Co

The portfolio page of the copywriting business called The Literary Co, showcasing previous works with professional thumbnails featuring laptop mockups

Another wonderful example of a portfolio page is from The Literary Co. They also decided to feature their work in a grid with beautiful mockups as thumbnails.

Using the same mockup with different positioning gives a very professional and cohesive look to the page, which we love! Underneath each thumbnail, they display the name of the client, the type of the project, and a button that prompts you to check out the case study.

Details of a copywriting case study found in the portfolio of The Literary Co

Each case study has four parts:

  • The brand voice
  • A summary of the project
  • A testimonial from the client
  • And the finished product - both with screenshots and a link to the live version

The beautifully designed portfolio and case study pages help with keeping the visitors longer on the page and increasing the overall conversion rate.

The ideal case study in a copywriter portfolio

24. jeff seymour.

A dark themed copywriting case study, written by Jey Seymour about an email onboarding project he did.

Let’s start with an email copywriting case study from Jeff Seymour.

When you land on the case study page, it’s obvious from the title that it was an email onboarding project —which is one of the best practices we recommend.

Then Jeff outlines to other essential aspects: the brief he got (or you could just write about the project background) and his process of working on the copy. Lastly, he included screenshots of the finished result.

When you click on a picture, it’ll open in a bigger size where you can zoom in and read it from beginning to end. This way you’ll see his writing skills in action getting a good idea of his writing style, and also that it was a real, legit gig.

The only thing we’re missing are some results. For copywriting projects, we recommend you to always follow up with your clients and get some numbers on how your work performed.

For email marketing, ask about open rates and click-through rates. And if it’s for an e-commerce brand, try to find out how much the email generated in sales.

Showcasing numbers for these is always a powerful piece of proof of your copywriting skills and expertise.

25. Sara Frandina

A copywriting case study titled "Flourish with Facebook ads" from Sara Frandina's portfolio

Another great copywriter case study example is the one from Sara Frandina. She has a standard format she uses for each case study, which makes her copywriter portfolio all the more cohesive.

The first part of the case study is split into two columns. On the right, you see the client’s name and the project’s date, followed by screenshots of the finished copy. And on the left, she goes into more detail regarding the background of the project.

She first outlines the challenge she met when taking up the project, then explains the solution she came up with. She also specifically lists what parts she wrote copy for.

And since most of her projects are email campaigns, website copy, and landing pages, where it’s easy to measure, she included the results of her work too. She lists specific numbers of how her copy improved conversion and retention rates, and how much of a sales increase she helped to make.

So again, what makes her case study so good is how she clearly and briefly outlines:

  • Who the client was
  • The challenge
  • The solution
  • And the results.

After these essential sections, she smartly includes a testimonial too, followed by a call to action to get started.

26. Anna Rogan

A website copywriting project showcased in Anna Rogan's portfolio

Anna decided to list her projects blog-style in a list, featuring photos, sometimes logos as the thumbnails. Once you click through, you can find very straightforward case studies, all of them following the same structure.

You’ll get one or two sentences about the job, the challenge, and the result. Plus an additional link to the content online, so you can check it out if you’d like it.

And while we love how she briefly explains each project, we’re just really missing the visuals. It would be nice to see the finished copy (think screenshots) without having to click through. Not to mention...

You should always expect the content to be taken off the site, no matter how unlikely it seems now. The client could go out of business or just take the piece down for whatever reason. How are you going to showcase your copy then?

So make sure you always take a screenshot to prove it was online and show it in context.

Ready to advance in your copywriting career? Take a look at how to create your first creative director portfolio !

27. Teddy Crimmins

An advertising copywriting case study by Teddy Crimmins, using only text and no images

Teddy went for a text-only case study page but still managed to showcase both the results and his process in a digestible way.

First, he starts with the background or project details. Here we find out how they explored people’s areas of interest through research, on which he then based the copy.

Following that are the three pieces of samples. And since it’s all typed out with no visuals, how come they’re not overwhelming and too text-heavy?

It’s all about the layout.

If you have a lot of text to showcase, use images, line breaks, and white space to break it up. It won't feel as overwhelming and people will be more likely to read what you wrote.

See how there’s always a headline on the left, and the copy, with frequent line breaks and some emojis, on the right?

It gives enough white space for your eye to focus on the writing without it feeling too much. Thanks to the line breaks each copywriting sample is easy to read too, as your brain only has to take in a sentence or two at a time.

It’s a simple but effective execution that simultaneously shows copyediting skills.

28. Julia Polaniecki

Julia's copywriting case study, featuring project details, information about her creative process, and lots of screenshots and samples to showcase her writing

Next up is a strategic copywriting project beautifully laid out on a much longer case study page by Julia Polaniecki.

Since she shares a lot of information, she starts by taking a step back and writing about the client and the project itself.

Only then does she dive into the details, writing about the goals of the campaign, and their creative process in working on the copywriting and the website. She does that while showing snippets of their work in the form of screenshots throughout.

Following an important copywriting case study best practice, she end with a CTA prompting visitors to contact her to “work together on something truly special”. She even added a photo of herself next to it, which is amazing for establishing a more personal connection, showing you the human behind all this brilliant copy.

Tips for creating your own copywriter portfolio

If you want to learn more about creating a copywriter portfolio , keep reading! We’ll now outline the must-have characteristics of a truly great copywriting portfolio, and help you with what you should include in it. We’ve even added some tips for creating your online copywriter portfolio at the end, so stay tuned!

What makes a good copywriting portfolio?

When you think about what makes a copywriting portfolio good, think about the person who’s going to be reviewing yours. It will either be a hiring manager or a potential client of yours, right? Or even a senior copywriter if you're applying for a copywriting internship .

Well, they probably won’t have hours to look through your work, and they’re looking to find out all the essential information about you as quickly as possible.

Your name, short bio, contact information, and even your social links should be easily accessible, so they can quickly get an idea of who you are and where to find you. And in case they want to know more about your background, you should consider attaching or showcasing your resume as well.

To stand out from the dozens of portfolios they might be looking through, yours needs to be visually appealing. If your content is outstanding but the presentation is boring and the page too text-heavy, they won’t bother reading it. They’ll close the tab and skip to the next one.

But how do you make your portfolio appealing and easy on the eyes?

  • Use images, white space, and headings to break up the text
  • Choose images that are consistent in style and color
  • Make sure all images are high-quality
  • Keep font sizes and all formatting consistent

And don’t forget: your home page and thumbnails keep the visitors there long enough to keep looking. But it’s the projects themselves that determine whether they want to hire you or not.

So make sure you only include your very best work, and present each case study in a clear, easy-to-understand way. Any copywriting examples that don’t hit your highest standards, should be left out of your portfolio.

What to include in your copywriter portfolio?

Now that you know the guidelines to make the overall portfolio up to snuff, comes the question: “But what should a copywriting portfolio include?” Your absolute best copywriting examples, of course.

You should select projects that you are proud of, ideally covering a range of different formats. They could be TV commercials, radio spots, digital ads, landing pages, email marketing copies, print advertisements… The list is endless.

You don’t have to include everything , but it’s nice to show that you have a versatile copywriting skillset. If you had the chance to work with some big brands throughout your writing career , make sure to display their logos as well.

When writing about each project, think about them as very brief case studies. Make sure you clearly and briefly explain:

  • the background of the project and the problem you had to solve,
  • your task and problem-solving process,
  • the solution or finished result,
  • and if possible, the impact it had.

You won’t always be able to measure the impact of your work, but if you can, you always should include it in the project. It’s powerful proof that the copy you write, really does convert.

How to you create a portfolio website based on these copywriting portfolio examples

Your best bet for easily creating a portfolio is using a portfolio builder tool that was designed for copywriters.

Most website builders and portfolio sites were created with designers in mind. This means they rely heavily on you having your own stunning visuals, and it can make using them quite troublesome for writers.

But if you choose a platform like Copyfolio , you won’t have to worry about design and visuals. You can focus only on writing and still create a stunning portfolio that’ll look good on any device. Here’s how easy it is:

Choose a template that you like —you’ll get a starter site with it, filled with content customized for you. You can change the fonts, colors, or even the template anytime later on.

Upload a photo of yourself and write your tagline. It’s the first step to making your site truly yours, and an essential part of making a good first impression.

Add your copywriting projects. You can create short case study pages, link to pieces published online, or upload PDFs with a single click, all behind beautiful thumbnails.

Set a custom URL or get a domain. Opening your portfolio via an easy-to-remember link will help your potential employers and elevate your personal brand and online presence. It’s a win-win, and super easy to do on Copyfolio

Did you know? When you add a new page or section on Copyfolio, it’ll be filled with content based on your profession. This gives you ideas on what to write and where and makes portfolio building ten times faster.

As you can see, the process is quick and easy. You’ll be able to build a portfolio in less than a few hours and still end up with a site that looks amazing. And converts.

Want to get even more out of your portfolio? You don’t have to stop there then. You can…

  • Optimize your SEO settings and help even more people find your portfolio
  • Write a blog to showcase your writing skills and share your thoughts
  • Build an even more convincing portfolio by adding your resume, an about or clients page, and more, using convenient page presets
  • Keep an eye on your visitor statistics with built-in site insights to see which page or project is the most popular and make changes based on that

Sign up and create your copywriting portfolio today!

Author's profile picture

Dorka Kardos-Latif

Digital marketer & portfolio expert, the face behind all content on Copyfolio 👋

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10 Project Portfolio Templates in Excel & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Project management isn’t limited to ticking off tasks on a to-do list. It’s a complex process of streamlining work to drive results. And with project portfolio management templates, you’ll have the tools to visualize, manage, and optimize multiple projects at once. 

In this post, we’ll dive into 10 templates to improve your project portfolio management process. Whether you’re chasing deadlines or spearheading transformative projects, these templates will be your guiding star!

What is a Project Portfolio Management Template?

What makes a good project portfolio management template, 1. clickup project management portfolio template, 2. clickup portfolio management template, 3. clickup design portfolio template, 4. clickup design portfolio task template, 5. clickup high-level project plan template, 6. clickup it project list template, 7. clickup project deliverables template, 8. clickup projects template, 9. excel portfolio management dashboard by itsm docs, 10. powerpoint project management template by slideteam.

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A project portfolio management template is your ready-to-use framework that aids in organizing and strategically managing your project progress. It’s a dynamic tool designed to offer clarity, alignment, and insight. 

It captures essential metrics, timelines, resources, and risks, providing a holistic view of where each project stands in relation to others and, more importantly, in line with the business’s objectives.

These templates are not just about organization. They are about efficiency, optimization, and strategic foresight for any project management office. With a robust PPM template, you’re not merely tracking tasks; you’re architecting success.

When managing a plethora of projects, using a generic or ill-fitted template can leave you with a messy outcome. Not all templates are created equal. So, what elements differentiate a good template from a mediocre one? 

  • Simplicity and User-friendliness: Good project management templates shouldn’t make you scratch your head. They should be intuitive and straightforward. Remember, a PPM template’s aim is to make your life easier, not complicate it with unnecessary bells and whistles
  • Customizability: Every project, team, and organization is unique. A stellar template provides the flexibility to mold it according to your specific needs, ensuring it remains relevant and functional regardless of project size or type
  • Integration capabilities: A good PPM template should easily integrate with other tools and platforms, especially in today’s digital age. Whether it’s syncing with a CRM system or pulling data from other software, seamless integration reduces manual data entry and potential errors
  • Scalability: As your business grows, your projects might too. Opt for a template that can gracefully handle the addition of new projects without becoming cluttered or unwieldy 

10 Project Portfolio Management Templates to Use in 2024

The landscape of project management software and tools is ever-evolving. It’s vital to equip ourselves with the best resources at our fingertips. 

In this section, we’ll unveil 10 standout project portfolio management templates that are not just trendy but supremely effective. Whether you’re a seasoned project manager or just getting started, there’s something here to streamline your processes, enhance collaboration, and ensure project success. 

ClickUp Project Management Portfolio Template

Tired of juggling multiple projects across varying departments and programs? Enter ClickUp’s Project Management Portfolio Template . This stellar template lets you easily track individual projects and gives you a real-time pulse check on their health and progress. 

With its nine statutes ranging from “not started” to “in review”, managing projects becomes a breeze. Factor in the two custom fields for budgets; you can keep tabs on your financials without breaking a sweat. 

Additionally, the three view types, Weekly Status Reports, Team, and PMO Roadmap, ensure that you always have the precise view you need to make informed decisions.

ClickUp Portfolio Management Template

Step up your project management game with ClickUp’s Portfolio Management Template . This comprehensive template acts as your command center, allowing you to effortlessly prioritize projects, manage resources, tasks, and strategic objectives. 

Visualize progress, keep your teams aligned with goals, and always ensure stakeholders have the data they need at their fingertips. 

With 16 custom statuses like “At Risk” and “In Progress,” you’re always in the know. The six custom attributes enrich your data points, including Expenses and Estimated Cost. And the diverse views, such as the Portfolio Master List and Project SOPs, make accessing and organizing information a walk in the park.

ClickUp Design Portfolio Template

Showcasing your work has never been this seamless. ClickUp’s Design Portfolio Template is the key to presenting your projects with the professionalism and clarity they deserve. 

From organizing projects with visual appeal to including vital details like project deliverables and timelines, this template has you covered. What’s more, with task statuses like “Client Reviews” and “For Approval,” you can easily gauge project status. 

The custom attributes in this project template, such as Design Category, further allow for an enriched data experience. With diverse views, including the All Designs view and Projects view, accessing your portfolio becomes intuitive and efficient.

ClickUp Design Portfolio Task Template

Streamline your design project management like a pro. ClickUp’s Design Portfolio Task Template is your ticket to an organized and efficient design process. 

Building on the foundations of the Design Portfolio Template, the Task-centric version zooms into the micro-tasks that constitute larger design projects. This template is akin to a magnifying glass, focusing on individual design stages, categories, and outputs.

Breaking down projects into manageable tasks ensures that every detail, no matter how minuscule, gets the attention it deserves.

Prioritize tasks, monitor deadlines, foster collaboration, and share your masterpieces effortlessly. With custom fields capturing the Design Stage, Design Category, and Final Output, every important detail is just a glance away.

ClickUp High-Level Project Plan Template

Project planning can feel like navigating a maze, but not with ClickUp’s High-Level Project Plan Template . This powerhouse tool transforms the way you plan, breaking down complex processes into easily digestible tasks. This template isn’t about the nitty-gritty; it’s about setting the tone and direction for a project. 

Its structured layout ensures that project leaders have a panoramic view of the project, including goals, tasks, and expected outcomes. Be it creating a detailed project overview or setting team expectations, this template has your back. The custom statuses like “Deployed” and “In Progress” ensure you’re always in tune with your project’s heartbeat. 

Data richness is guaranteed with custom fields such as Copy Stage and Approver. Dive into various views, including the Timeline and Deliverables List, and you’ll see why this template is a project manager’s best friend.

ClickUp IT Project List Template

Information Technology projects are an intricate web of details, dependencies, and dynamic shifts. Recognizing this complexity, ClickUp’s IT Project List Template provides an all-in-one solution, enabling you to easily oversee multiple IT projects. This template emerges as a cornerstone for any IT manager striving for meticulous organization and oversight.

This template serves as a command central by consolidating every element of an IT project into a singular, cohesive dashboard. It’s more than just a tracking tool; it’s an enabler of alignment, where teams orbit around common tasks, deadlines, and objectives. 

Key benefits include centralized project information, efficient resource allocation, and a structured planning framework. The template integrates custom statuses like ‘Blocked’ and ‘In Review’ and custom fields such as ‘Task Complexity’ and ‘Effort Level’ to optimize the visualization of progress.

Integrated views, including a ‘Project Summary’ and ‘Calendar,’ facilitate a swift start and efficient project management, further supported by features like tagging and email notifications.

ClickUp Project Deliverables Template

Every project manager recognizes the value of a well-defined deliverable to track progress and set expectations. ClickUp’s Project Deliverables Template ensures a comprehensive account of project requests, every phase, and milestone, presenting a clear roadmap towards success. 

It’s a navigational tool, charting the course from conception to culmination. Each project phase is meticulously outlined, turning abstract deliverables into tangible milestones with clear timelines, responsibilities, and outcomes.

By encompassing every nuance, from budgetary allocations to contingency planning, the template doesn’t merely track a project’s journey; it shapes it. The template’s inclusion of crucial elements like costs, project coordination, development stages, and stakeholder involvement makes it a comprehensive blueprint for success, ensuring that every project sails smoothly from its docks to its desired destination.

ClickUp Projects Template

In the realm of project management, no endeavor is too small to lack complexity. Recognizing the unique intricacies of smaller-scale projects, ClickUp Projects Template offers a systematic structure for project management. It provides clear frameworks for collaboration, aiding in efficient progress tracking. 

This template offers an assemblage of project lists, each meticulously designed to ensure a linear, structured, and efficient execution. At the same time, it provides a clear framework for navigation; the heart of its brilliance lies in its flexibility—offering teams the autonomy to tailor their project tracks. 

With multiple view types, including ‘Weekly Status Reports’ and ‘Gantt,’ teams can comprehensively overview their projects. Customizable statuses and fields, such as ‘Budget’ and ‘PMO Item Type,’ further enhance the user experience, ensuring projects are completed efficiently.

Excel Portfolio Management Dashboard by ITSM Docs

In today’s data-driven business landscape, efficient project management is often the bridge between ideas and their realization. Harnessing the capabilities of Excel, this Gantt chart template within a dashboard offers a transformative solution for managing multiple projects simultaneously. 

Beyond mere consolidation, this dashboard unravels a project’s journey—right from its roadmap to its fiscal facets, resource dynamics, and risk radar. Crafted intricately in MS Excel, the template can juggle up to ten projects with an ease that’s commendable. 

Its brilliance lies in its simplicity—offering project managers a straightforward way to update project information while delivering profound insights. Whether it’s a snapshot of a project’s health, a drill-down into financials, or a spectrum of the project’s risks, this dashboard crystallizes every facet into tangible metrics.

It can accommodate up to ten projects, consolidating all relevant data in a single tab. The dashboard also integrates essential metrics, such as open risks and pending action items, making it an indispensable tool for project managers.

Powerpoint Project Management Template by SlideTeam

The art of project portfolio management is as much about presentation as it is about orchestration. SlideTeam’s Powerpoint Template exemplifies this by transforming raw project data into a visual masterpiece. With ready-made slides, managers can effectively showcase portfolio performance, risk assessment, and department-specific projects. 

This visually appealing presentation incorporates KPIs such as ‘portfolio summary’ and ‘net allocations,’ providing a holistic view of the company’s investments. Further, it allows for the illustration of potential risks, ensuring comprehensive oversight of all projects. Whether you’re looking to track finance, IT, or marketing projects, this template has you covered.

Organize Project Tasks and Align Teams With ClickUp

In today’s fast-paced and interconnected business world, project management and oversight are more critical than ever. Whether it’s IT projects, deliverables, or small-scale initiatives, managers need a structured, systematic, and streamlined way to monitor and guide their endeavors. 

ClickUp’s comprehensive template library stands as a testament to its commitment to meet these demands. Offering tailored solutions, from the intricacies of IT Project Lists to the broader strokes of general project deliverables, ClickUp ensures that organizations, regardless of project scope or size, have the tools they need to succeed. 

When it comes to project portfolio management, the diverse range of templates in ClickUp’s arsenal showcases its adaptability, ensuring that businesses can seamlessly stay ahead of their projects.

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Project Portfolio Management

This guide to ppm is brought to you by projectmanager, the project management software trusted by 35,000+ users worldwide..

ProjectManager's project portfolio management summary page

What Is a Project Portfolio?

What is project portfolio management (ppm), project portfolio management vs project management, the project portfolio management process, what does a project portfolio manager do, 5 project management processes for ppm.

  • Project Portfolio Management Software

Must-Have Features of Project Portfolio Management Software

How to use portfolio management software, project portfolio management roles & hierarchy, which industries and organizations benefit from ppm, project portfolio management (ppm) key terms.

A project portfolio is a collection of projects, programs and processes that are managed together and optimized for the financial and strategic goals of an organization. A portfolio can be managed at either the functional or the organizational level.

Unlike a project, which has a defined end goal or deliverable, a portfolio represents a more strategic planning commitment to continuously optimizing the allocation, prioritization and scheduling of resources across many projects.

Project portfolio management (PPM) is the analysis and optimization of the costs, resources, technologies and processes for all the projects and programs within a portfolio. Project portfolio management is typically carried out by portfolio managers or a project management office (PMO).

Related: 15 Free PMO Templates for Excel and Word

The key focus of PPM is to make sure that all the outcomes in the portfolio support the strategic goals and business objectives of the organization. The project portfolio manager or PMO does this through business analysis, reviewing budgets and forecasting while minimizing risk and managing stakeholder expectations.

Project portfolio management tools (PPM tools) are often used to collect and analyze that data to ensure that their project portfolio is aligned with the overall strategic planning and goals of the organization. ProjectManager has powerful, yet intuitive, tools for managing project portfolios. Track all your projects with a customized dashboard, manage your portfolio on a roadmap, even allocate resources across your projects. It’s easy to do all this and more with ProjectManager. Try it free.

ProjectManager's portfolio management summary showing several projects

ProjectManager’s portfolio dashboard is one of its many PPM tools .

In the hierarchy of business management, project portfolio management is the link between project management, which we will define briefly below, and enterprise management, which deals with the overriding vision, mission and strategic planning of the organization.

To understand where project portfolio management and project management differ, we must first define each and explore the areas where they diverge.

Project management is, quite simply, the management of a project. A project is a temporary endeavor that results in a product or service. It has a beginning and an end. Project goals are defined, and tasks are broken down into a schedule. Cost and budgets are set; resources are assigned, and stakeholders are reported to.

Project portfolio management, on the other hand, is a higher level approach that orchestrates, prioritizes and analyzes the potential value of many projects and programs in a portfolio to manage them simultaneously and optimize resource management. The goal of the portfolio management process is to manage and leverage the life cycle of investments, initiatives, programs, projects and outcomes to best reach the overall goals and objectives of an organization. Therefore, project management is a subset of project portfolio management. It leads to the ultimate objective, which is meeting the strategic goals of the organization.

There are five basic project portfolio management steps:

1. Define Business Objectives

Before you start thinking about portfolio management, you’ll need to understand your organization’s business objectives and strategic goals. The idea is that your project portfolio aligns with the strategic planning of your organization, so you’ll need to check if its financial objectives and customer value are good enough for your organization.

As a project portfolio manager you’ll need to reach an agreement about the strategic goals of the project portfolio with stakeholders, and then proceed to establish valuation criteria for project selection .

2. Collect Project Ideas for Your Portfolio

Once you’ve defined your portfolio’s strategic goals it’s time to start building it. To do so, you’ll need to start collecting projects. Those could be in-progress projects or project ideas that are similar enough to be managed simultaneously. Gather project management data and prepare the valuation criteria to choose the best.

3. Select the Best Projects for Your Portfolio

To determine which are your best projects for your portfolio, you’ll need to do a cost benefit analysis and use your valuation criteria. This valuation criteria will measure the amount of value that each project brings into the portfolio.

There are a variety of aspects that can go into the project selection scoring criteria, such as the payback period, net present value, or risk level.

4. Validate Project Portfolio Feasibility

Now that you’ve chosen the projects that are the best fit for your portfolio, it’s time to do a feasibility study that takes into account all the financial risks, capacity planning and resource management constraints.

Doing this will guarantee your project intake process prioritizes the best projects while also considering what is feasible considering the available resources of your organization.

5. Execute and Manage Your Project Portfolio

Now you’ll need to coordinate the execution of the projects and programs in your portfolio simultaneously by working with project and program managers.

Related: Free Multiple Project Tracking Template for Excel

Project portfolio managers oversee the management of the project portfolio which includes approving or rejecting project and program ideas. They are responsible for getting a return on investment and meeting the goals and objectives of their organization. The project portfolio manager can be tasked with managing one or more portfolios.

The job is done by working with various portfolio management tools, financial algorithms and models to help the project portfolio manager align the projects to strategic goals of the organization. They are further guided by a set of valuation criteria and standards that help them through the portfolio management process.

Project portfolio managers are often involved with the PMO , which also sets the processes and standards for the portfolio. The project portfolio manager and PMO can also provide direction on what project management methodologies are used, whether traditional waterfall or an agile framework when managing the project.

Project portfolio management requires a balance of resources, time, skills, budgets, risk mitigation and running the projects in the portfolio frugally and expediently without sacrificing quality. Managers do this through the use of five key project management processes.

  • Change Management : Identifying and prioritizing change requests. These can be feature requests, business strategy, regulatory requirements, etc., based on business strategy, capacity planning, demand, financial and operational constraints.
  • Risk Management : Identifying risks in projects that make up the portfolio, and developing a risk management plan to mitigate uncertainty within the project portfolio.
  • Financial Management: Managing financial resources related to the projects in the portfolio and demonstrating financial results of the portfolio in relation to the organization’s business goals and strategic objectives.
  • Pipeline Management: Ensuring project proposals are in the pipeline and using valuation criteria to determine if they’re worth executing.
  • Resource Management : Efficiently and effectively using an organization’s limited resources, from materials and equipment to people and financial resources.

Project portfolio management software is a tool designed to centralize the management and maintenance of a project management portfolio. With the increasingly large amount of data now associated with a single project, let alone a portfolio, the use of portfolio management software has become a necessity for project managers.

Project management training video (7y5z887r5q)

Portfolio managers and project management offices (PMOs) use portfolio management software to gather data, analyze information and use the results to better manage the portfolio and achieve the goals of their organization. Typical PPM software offerings are also used for portfolio optimization to better achieve the financial goals of the organization. Managers or PMOs use portfolio management software to find complementary processes, methods and technologies that will help each project succeed and the portfolio flourish. Microsoft Project is one of the most commonly used project management software, but it has major drawbacks that make ProjectManager a better choice for project management, program management and portfolio management.

Desktop vs. Online Project Portfolio Management Software

Managing a portfolio is like keeping many plates spinning at once. To keep up, you need robust project portfolio management software. The question is, what kind should you go for?

In terms of features, desktop and online software applications, at this point, are on an even playing field. It depends on the product, of course; but for the most part, both offer similar PPM tools. The major differences are price, security and speed. For example, desktop portfolio management software tends to cost more and require a license for each team member. This can add up.

Pros of Desktop PPM Software

Security on a desktop, even one linked to an office intranet, is likely better than many online services. Performance for a cloud-based software depends on your internet connection, and if your service goes out you’re out of luck. This, obviously, is not a concern for desktop apps.

Pros of Cloud-Based PPM Software

Online apps are monopolizing the project management sector, and for good reason; they excel at connectivity, collaboration and real-time data. So long as your team has an internet connection, they can use the tool—no matter where they are. This creates a platform where even distributed teams can work together anywhere and at any time. As teams update their status, you get live data that is more accurate and timely to help make effective decisions.

Gantt Charts icon

See All Your Projects Together

A Gantt chart is a visual tool that helps plan and schedule a project, but it can also be used as a roadmap to view all the projects in your portfolio on a single timeline. This helps managers find synergy between projects and work to make the portfolio more effective and efficient.

Gantt Charts image

Get Live Data Across Portfolio

Being able to monitor your project portfolio is key to keeping it on track. A portfolio dashboard collects information on all your projects, calculates that data and then displays it in easy-to-read graphs and charts that can be read at a glance.

Dashboards image

Use Detailed Data to Make Better Decisions

Better data leads to better strategies when managing your portfolio. Managers need a tool that can mine information from their project portfolio and present them with detailed reports. Being able to share and filter those reports to target the information your stakeholders want to see is also key.

In-Depth Reports image

Keep Team’s Tasks Balanced

Project portfolios work at the task level. To get the level of performance you need, your teams have to have the right number of tasks. Balancing their workload keeps your portfolio progressing as planned, so you need a portfolio tool with a feature to track who’s working on what.

Resource Management image

Easy Change of Assignments

If you’re using the roadmap or dashboard, and see that there’s a need to reassign a task, the last thing you want is to have to go into another application to adjust a project in your portfolio. With a task management feature, you can stay in one tool.

Task Management image

View Your Portfolio in Real Time

The sooner you know something, the faster you can act. This can make the difference between taking advantage of an opportunity and missing a deadline. With online portfolio management software, you see what’s happening as it happens and can respond quickly to take advantage.

Live Data image

Projects are hard enough to manage, and a portfolio of them even more so. It’s many times more complex and requires robust project portfolio software. In this section, we will use ProjectManager as an example on how to use portfolio management software.

If you want to follow along, then sign up for a free 30-day trial of ProjectManager. Once you’ve got our PPM software up and running, follow these steps.

1. Set Goals & Objectives

Having goals and objectives for your project portfolio is important, as it gives portfolio managers a target to hit when trying to increase their return on investment and keep risk at bay.

Start by writing down the goals and objectives for each project in your portfolio. There will likely be a number of detailed project management documents describing these projects. Attach them to our portfolio management software, which has unlimited file storage.

A screenshot of ProjectManager’s PPM tools unlimited file storage window

2. Group Related Projects

Grouping projects in a portfolio and creating reports around them collectively, rather than individually, gives portfolio managers the data they need to make better business decisions about costs, resources and more.

Keep all the projects in your portfolio together in our overview section. Compare status, budget and more of everything in your portfolio, all in one place. Now you can use resource allocation to boost one of the projects that might be underperforming.

A screenshot of ProjectManager’s project portfolio management tool, which displays multiple projects at once

3. Create Milestones

Milestones mark the end of one major phase and the beginning of another. They can be easily inserted on the Gantt chart, where they’re represented by a diamond symbol.

Set milestones and break up your projects into more manageable parts. This boosts the team’s morale by giving them a series of successes as they work through their tasks. Managers can use milestones as a means to measure progress.

4. Set Dependencies

Tasks are not all the same. Some can’t start until another has finished, or must start or finish at the same time. It’s important to know which of your tasks are dependent to keep the portfolio healthy.

Link dependent tasks by dragging one to the other to avoid blocking teams. This prevents these dependent tasks from falling through the cracks during the execution of the project. Once you have set dependencies, you can filter by critical path .

5. View Roadmap

When managing a portfolio, it’s important to keep the big picture in sight. Without it you can easily get lost in the weeds and fall behind schedule.

Keep goal-minded with the roadmap tool, which places all the projects in your portfolio on one Gantt chart. See every project on a timeline and quickly discern if there are any conflicts and resolve them before they interfere with the goals and objectives of your organization.

A screenshot of ProjectManager’s PPM roadmap view, which shows all the projects in your portfolio together on a timeline

6. Balance Resources

Workload represents what your team has been assigned, in terms of their tasks. If you overburden one team member, they’ll not be as productive and morale will suffer.

See the planned effort for every team member working across your portfolio in a color-coded chart that shows who has too many hours assigned and who has too few. Then you can reallocate their hours right from the same page, improving efficiencies.

A screenshot of ProjectManager.com’s PPM workload page, showing team member’s task load and labor costs

7. Track Portfolio Progress

A dashboard is a tool that graphically depicts various project metrics, so you can see how your project is performing. It’s a high-level view that can alert you of issues to address before they become problems.

Use our cloud-based dashboard to see your portfolio’s progress in real time. Mini-dashboards appear for each project that offer important metrics such as progress, budget and costs. You can also customize the dashboard to show only certain projects, and you can create reports based on projects that are filtered in this manner.

ProjectManager’s dashboard view, which shows six key metrics on a project

8. Analyze & Present Reports

Status reports are a way to measure the current state of your project. They communicate important data to stakeholders, keeping them updated. They also maximize portfolio performance.

Use the built-in reporting tool for a deep dive into project data to see progress and measure performance. A portfolio status report is perfect for stakeholder presentations. If they have questions, the status report can be filtered to bring up just the information they’re interested in.

ProjectManager's portfolio management status report

9. Collaborate with Stakeholders

Collaboration means working together to increase productivity. This can be at the task level for teams, or on an executive level. Ideally, it’s practiced throughout every department in an organization.

Project portfolio managers have the tools they need to stay in touch with every project manager leading a project in your portfolio. Get in touch with anyone by tagging them in a comment. They’ll get an email notification. Alerts can be customized, so your inbox doesn’t get cluttered.

Task list in ProjectManager

Project Portfolio Management Tools

With software moving from the desktop to the cloud, project portfolio management grew more efficient and effective. Some of the features that serve portfolio managers are the following:

  • Online Gantt Charts
  • Real-Time Dashboards
  • Shared Calendars
  • Time Tracking and Timesheets
  • Project Groups
  • Dynamic Reporting
  • Collaborate with Remote Teams
  • Resource Management

The following is a hierarchical listing of the team members involved in managing and executing a project portfolio.

  • Board Member: Members of the board are responsible for governing an organization and bear the legal responsibility for the organization. Their skills and experience help guide the organization to achieve its vision.
  • Project Portfolio Manager: This individual manages the plans, development and implementation of the portfolio, keeping in mind best practices to make sure that the portfolio is performing as expected and right what is preventing that.
  • Program Manager: Programs differ from portfolios in that all the projects collected under it are related. Therefore the program manager’s role is similar to that of the portfolio manager, coordinating the projects in the program to work together to achieve their shared objective.
  • Project Sponsor: This position is usually held by a manager or an executive who is tasked with being accountable for the project. They are the hub that connects the project to the business and those responsible for making large strategic decisions for the organization.
  • Project Owner: This person is the one who is usually working with the sponsor and is responsible for the project’s implementation. Therefore, they usually come from the business unit that is getting the final deliverable for the project.
  • Project Manager: They are responsible for the planning, scheduling, monitoring and reporting of a project. They also assemble and lead a team hired to execute the plan. They build the budget, manage resources, etc.
  • Project Coordinator: Working under the project manager, they take smaller tasks off the project manager’s desk to free them up for larger managerial responsibilities. Mostly, this means that the project coordinator is handling administrative duties.
  • Team Member: Hired because of skills and experience related to the project, these individuals are assigned tasks and oversee their completion. They meet regularly with the project coordinator or project manager, to whom they update their status.

Any industry that is working on multiple projects at the same time benefits from the discipline of project portfolio management. That’s a lot of industries and organizations.

Some of the industries and organizations that are reaping the rewards from using project portfolio management include:

  • Computer software
  • Hospitals and healthcare
  • Construction, automotive
  • Financial services and banking
  • Service and staffing recruiting
  • Telecommunications
  • Government administration

The following is a mini-glossary of project portfolio terms that have been used in this guide.

  • Portfolio Management: Controlling a portfolio of projects to make sure they align with the overall strategic goals and objectives of an organization.
  • Program Management: Managing a portfolio of projects with the same aim as portfolio management, only the projects in the portfolio are all similar or related.
  • Project Management: Planning, executing, monitoring and reporting on one project, from start to finish, including controlling scope, costs and schedule.
  • Project Management Office (PMO): Group within an organization that’s tasked with maintaining standards for project management within that organization, often oversells portfolio and program management.
  • Change Control Management: Process to identify and successfully respond to change in a project or portfolio.
  • Portfolio Reporting: Creating charts, graphs and other reporting documentation to communicate progress and other portfolio metrics.
  • Risk Management: Identifying and resolving risk before it happens and after.
  • Resource Management: The process of allocating resources throughout the life cycle of the portfolio.
  • Pipeline Management: Making decisions for estimating and selecting which projects to fund that align with an organization’s strategy.
  • Financial Management: Understanding each project’s unique risk and using this knowledge to make decisions across the entire portfolio.

All these factors and more make it clear that project portfolio management is a methodology that can serve any organization with a portfolio of projects. And, with ProjectManager , you have the best PPM tool in the market to fully take advantage of all these business benefits.

Sign up for your free 30-day trial and start managing your portfolios better.

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Project Portfolio Management Resources

  • Project Closure Template
  • RACI Matrix Template
  • Communications Plan Template
  • Best Project Portfolio Management Rankings
  • Project Management Trends (2022)
  • 5 Benefits in Adopting PPM (Project Portfolio Management)
  • What do Portfolio Managers do?

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The complete guide to portfolio management

portfolio task example

According to the Project Management Institute , p ortfolio management is   “a way to bridge the gap between strategy and implementation .” 

In this article, we’ll define portfolio management, suggest some best practices, and show you how you can use monday PMO work management to support your organization’s success.

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What is a project portfolio?

A portfolio describes a grouping of projects, programs, or in some cases, both. Project portfolios are created to house and manage important information across these activities to provide collective oversight.

Portfolio management

Think of a project portfolio as a single source of truth to make decisions about resource allocation, forecast performance, and risks, and as a north star for progress and alignment — especially as they relate to goals and strategy.

Read also: Portfolio management vs project management

What is the process of portfolio management?

The process of portfolio management is the selection, prioritization, and control of an organization’s projects and programs. Such centralized management and oversight help establish a standard of governance across the organization.

Put plainly, project portfolio management assigns responsibility, so the organization always has a individual or a group of people closely monitoring the performance of the company’s project investments.

If a project is aligned with the company’s strategies, values, and long-term goals and it’s performing well, then it’s more likely to get funded and prioritized. If it’s risky, underperforming, or misaligned to the company’s greater strategy, then it’s probably going under the microscope to either pivot or get scrapped altogether. 

Building portfolio management into your organization puts you back in the driver’s seat, where you can make more educated decisions about how to effectively deliver against your strategy and take charge of your asset allocation.

Some everyday use cases for PPM are:

  • Identifying potential project returns
  • Forecasting risks
  • Facilitating communication
  • Obtaining stakeholder buy-in

What’s the difference between portfolio management, project management, and program management?

The relationship and hierarchy between portfolio, program, and project management can be described as the following:

  • Project management typically involves managing temporary or unique endeavors focused on a specific product or service
  • Program management entails a coordinated approach to managing related projects in a manner that aligns their connected objectives
  • Portfolio management takes a group of projects and/or programs and manages these collectively as a group, ensuring they’re consistently aligned with the overall strategy

Simply put, projects are the building blocks that make up a program, while programs and individual projects combined form a portfolio.

Strategic goals are everything and with portfolio management, you can ensure your programs and projects are aligned with them.

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Why is project portfolio management important?

Like most project management processes, thoughtful portfolio management has more than one positive ripple effect on business value. Here are a few of the most important:

Strategic alignment

Portfolio management helps organizational and operations leaders see if other large projects are contributing and in line with high-level organizational goals and KPIs.

Reduced inefficiency

When all projects are mapped out in one place, it’s easier to see what is of the highest priority, what can be tabled, and so on. It also creates a track record for seeing how similar projects went in the past, so they can be better implemented in the future.

Risk management

Clarity into a project portfolio aids risk management by consolidating the most important components of projects in one place for evaluation.

Diversification

Having an easily accessible portfolio can also help someone like a PMO assess if the projects being prioritized for the organization have health diversity. Conversely, it can help them see if a project isn’t relevant.

Portfolio management best practices

Much like the day-to-day, portfolio management best practices will naturally vary. Nonetheless, there are tried and true methods that are applicable to most industries.

Perform a hands-on, detailed project inventory

Taking stock of all your projects provides a level of understanding that’s critical to effective portfolio management. Include the project’s title, timeline, estimated costs, business objectives, potential ROI, and how it benefits the business.

Resource management

This way you can create an instant high-level overview with all the information required to provide investors with updates or make better on-the-spot decisions.

Evaluate projects through a strategic lens

It’s important to prioritize the projects that are most aligned with the company’s strategic objectives. Other factors to consider are how risky a project is and whether the project will involve massive reengineering.

Ultimately, a good portfolio manager will identify overlapping project proposals early and cut off any projects with poor business cases upfront, to ensure better alignment between management and stakeholders.

Prioritize, categorize, and fund projects

Once you’ve completed evaluating each project based on strategy alignment, you also will have to prioritize based on available funding and resources. 

A thorough scoring and categorization process can come in handy for this because it also helps you see how much work could be done down the line.

Thoroughly review and manage your portfolio

A first-rate evaluation and prioritization process won’t help if your portfolio isn’t actively managed after creating the approved project list.

A platform like monday PMO work management streamlines this process by allowing you to oversee the status of each project on a data-driven, yet beautifully designed dashboard.

At a minimum, portfolio managers should be monitoring asset performance at a quarterly level but to truly excel, this should occur more frequently.

During the review process, portfolio managers and stakeholders will often meet to discuss which initiatives require and are worthy of additional funding, which ones to pause, and which to stop altogether.

Portfolio management challenges

Portfolio management is highly effective, but it requires serious commitment. Here are 5 major challenges.

1. Having a cohesive relationship between managers & stakeholders

Both the portfolio management team and stakeholders have unique motivations and priorities that need to work in tangent. Managing the engagement between the two isn’t always smooth sailing, as investment decisions are scrutinized.

It takes dedication from the bottom to the top and as much transparency as possible to keep projects on course and relationships intact.

2. Time & resource management

Understanding how much time, capacity, and resources like budget are available across many initiative is tough. On monday PMO work management, you can use a Workload View and Timeline View to provide clear insights.

3. Data visibility

For efficient porfolio management, you need to be able to import and customize the way you or stakeholders see relevant project data.

monday PMO work management lets you use widgets to create custom dashboards — you can set up automations to routinely send reports out. You can also add more than one dashboard view on a board, built exactly how you need it.

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4. Inability to operationalize & scale

As your project portfolio grows, it’s safe to say that you need a work management platform that can keep up and cut down on manual work. Excel sheets and email can’t offer automation, calculations, communication, and more all in the same place — which can slow down or prevent organizations from expanding their portfolios.

5. Macroeconomic risks

Even the most perfect portfolio management can be negatively impacted by factors out of an organization’s control, like an economic downturn. However, having an effective platform and project portfolio risk management process in place can help you make better financial decisions before, during, and after a crisis or slow time.

Why you need a portfolio management platform

Keeping track of project status, funding, investment rounds, ownership, and communication is hard enough when people and resources are stretched or limited. Without a portfolio management platform, you might as well be making educated guesses that occasionally meet their mark.

The best tool is one that also considers your project managers’ needs since their data needs to trickle up to higher-level portfolio managers and their corresponding boards and dashboards.

A solution that eliminates manual data transfers or excessive status update meetings should be what you aim for, with the aim of improving your overall processes, impact, and keeping your sanity.

monday PMO work management lets you do that.

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How can monday Work Management help with portfolio management?

monday PMO work management is perfectly suited for top-notch portfolio management. Its features and customization options help you and your managers see the big picture so they can easily detect bottlenecks and problems by pulling data from all projects across different programs into one high-level view.

Dashboards

Investing in monday.com checks off all the best practices, as it allows you to:

  • Perform a hands-on, detailed project inventory with a portfolio management board. This board provides a high-level overview that’s easily connected to a more granular project view that your project managers keep up to date.
  • Evaluate projects through a strategic lens with custom columns that make it easier to track funding rounds, funding status, resources invested, estimated current value, and last evaluation.
  • Prioritize, categorize, and fund projects based on custom columns that show priority and custom project scoring.
  • Thoroughly review and manage your portfolio with custom dashboards that provide a snapshot of the overall profitability and health of the portfolio.

The ability to assign ownership to individual tasks, so that you always have a go-to person, provides greater insight into performance and makes it easy to manage any potential risk as they arise.

Check out monday work management pricing here.

Does monday work management have a portfolio view?

monday work management offers many different options to help you get a high-level overview of projects across teams and departments. Our dashboard view is a customizable location where you can choose custom widgets to stay on top of things like budget, project phases, and more across project boards.

What is the goal of project portfolio management vs project management?

The goal of project portfolio management is to stay on top of project data across departments, teams, and more in order to optimize things like efficiency, resources, and budgets. Project management’s goal is to plan, track, execute, and monitor activities in stages in order to achieve a goal and produce a certain outcome.

What features does a good project portfolio management tool offer?

  • Budgeting and reporting
  • Seamless, in-platform communication
  • Automations
  • Import & export
  • Enterprise-level security

Free Project Portfolio Management Templates

By Kate Eby | July 27, 2021 (updated September 28, 2023)

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We’ve compiled the top templates for strategic project portfolio management (PPM). Download free, customizable PPM templates in Microsoft Excel, PowerPoint, and Google Sheets formats. 

Included on this page, you’ll find a project portfolio summary template , a project portfolio management dashboard , and a project portfolio status report template , as well as a link to in-depth information on project portfolio management benefits and processes .

Project Portfolio Summary Template

portfolio task example

Download Project Portfolio Summary Template

Microsoft Excel  | Smartsheet

This project portfolio template provides spreadsheet and dashboard views, as well as space to summarize details about specific projects and the overall health of your portfolio or project program . The spreadsheet includes columns for a project’s health ratings, priority, status, summary description, budget, progress, and risks. 

Record the outcomes of any cost benefit analysis, and note any links or attachments associated with a given project. The dashboard display offers a snapshot of budgeted costs versus actual spending, as well as the distribution of projects across the health, status, and priority categories.

Project and Portfolio Management E-book

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project and portfolio management 101 ebook

In this introduction to project and portfolio management (PPM), learn how to streamline your efforts and get multiple projects — or an entire portfolio — over the finish line, on time and on budget.

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Project Portfolio Scorecard Template

portfolio task example

Download Project Portfolio Scorecard Template

Microsoft Excel | Smartsheet

Evaluate projects in your portfolio with this simple spreadsheet template. The project management office (PMO) section at the top of the template provides a summary review of your portfolio’s progress and costs, as well as room for notes on the risks and cost benefit analysis. 

The template also includes a section for details about each project in the portfolio, with  categories for the priority, status, planned versus actual costs, hours, and quality index rating. This template includes example commentary that illustrates how portfolio managers can use the template to expand on the numerical data.

Project Portfolio Dashboard Template

Customer Facing Project Portfolio Dashboard

Download Project Portfolio Dashboard Template — Microsoft Excel

Get a visual overview of portfolio KPIs with this Excel dashboard template, which includes a Gantt chart that shows the delivery timeline for each project, a pie chart that displays the portfolio’s resource allocation, and bar charts that analyze each project’s financials. 

The bar charts also include categories for risk analysis and open or pending actions. The project portfolio report section summarizes each project’s schedule, budget, issues, and other details in a spreadsheet format.

Project Portfolio Timeline Template

Project Portfolio Timeline Template

Download Project Portfolio Timeline Template

Microsoft Excel | Google Sheets | Smartsheet

This project portfolio planning template provides a visual timeline for multiple projects. The Gantt chart timeline allows you to easily differentiate between projects, and the template automatically generates each bar on the chart based on your start and end dates. 

The template also includes columns for notes on the schedule, budget, resources, risks, and issues for each project in your portfolio. Make strategic plans based on delivery timelines and ongoing performance.

PowerPoint Project Portfolio Template

Project Portfolio PowerPoint Template

Download PowerPoint Project Portfolio Template — Microsoft PPT

Create an in-depth project portfolio dashboard in PowerPoint. Template slides include the portfolio’s timeline, resource allocation, financial status, risk analysis, issues, and pending actions. There is also a slide that displays the duration of each project in days.

The template also includes a table for compiling notes on each project. This thorough presentation template provides a broad overview of your portfolio as well as specific details about individual projects, and also includes sample data to illustrate the charts and graphs in each slide.

Project Portfolio Tracker Template

Project Portfolio Tracker Template

Download Project Portfolio Tracker Template

Track multiple projects with this combined spreadsheet and timeline template. You’ll find two tabs: an example template with color-coded options to highlight a project’s status, priority, itemized costs and hours, duration, and timeline; and a blank template for easy data entry. 

This tracker template divides each project into activities or phases, with columns for assigned owners, deliverables, and percent complete. The timeline provides a weekly schedule based on the start date you enter at the top of the template. Add or remove columns to create a customized template based on the project information you want to track.

Project Portfolio Budget Tracking Template

Project Portfolio Budget Tracking Template

Download Project Portfolio Budget Tracking Template — Microsoft Excel

For each project in your portfolio, this budget tracking template provides a detailed breakdown of the costs, budgeted expenses, actual spending, and outstanding balance. Use the built-in  Gantt chart for visual tracking and to summarize each project’s budget versus actual costs. 

This template calculates subtotals and total costs as shown in the example template tab. The template also lists the status as well as planned and actual start dates for each project phase.

Project Portfolio Roadmap Template

Project Portfolio Roadmap Template

Download Project Portfolio Roadmap Template

Microsoft Excel | Google Sheets

Create a portfolio roadmap with milestone markers and color-coded bars that indicate a project’s status: finished, in progress, scheduled, or proposed. The roadmap format makes it easy to manage a large portfolio, and offers clear timelines and visual status levels.

The roadmap displays quarters and years and lists start and end dates next to each project name.

Project Portfolio Status Report Template

Project Portfolio Status Report Template

Download Project Portfolio Status Report Template

This status template simplifies reporting with a 12-month roadmap, status summaries, and details on each individual project. The portfolio status overview uses green, yellow, and red to indicate whether items are on track, show signs of potential issues, or are otherwise of concern. 

The financial summary calculates budgeted costs, actual costs, a financial forecast, and variance. This PMO project portfolio template also lists individual project status updates, including time frames, progress, and descriptions of risks or concerns.

What Is a Project Portfolio Management Template?

A project portfolio management template allows you to evaluate, choose, and prioritize projects in order to maximize performance and meet organizational goals. The template may include one or more portfolios. 

You can use a PPM template to efficiently evaluate the benefits and risks associated with multiple projects (and possibly multiple portfolios). These templates also enable you to ensure that you’ve aligned your projects with overall business objectives. PPM templates support the process of prioritizing, scheduling, and tracking multiple projects, so you can use an organized, metric-driven approach when making strategic decisions. 

For a comprehensive look at the project portfolio management process, including additional templates (such as a project risk analysis) and PPM for IT projects, check out “Project Portfolio Management 101: Processes, Tools, and Examples.”

Improve Collaboration and Increase Work Velocity with Project Portfolio Management Templates from Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

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Here’s our Take..

10 best virtual assistant portfolio samples to inspire you.

portfolio task example

As a female entrepreneur, you probably get a lot of conflicting information about how you “should” act. Is it OK to be assertive? Or will that make people not like you? Is it OK to be kind, or does that mean people will take advantage of you?

Introduction

Are you working hard to land clients as a virtual assistant, but struggling to set yourself apart from the competition? The secret weapon for a successful virtual assistant could very well be a well-crafted portfolio. As a virtual assistant, you spend your time supporting others and helping businesses flourish. But do you take enough time to showcase your own valuable skills? A top-notch virtual assistant portfolio is the tool you need to display your exceptional services and captivate potential clients.

The Importance of a Virtual Assistant Portfolio

While a solid CV and a charming personality will get you far, there’s nothing quite like a meticulously curated portfolio to prove your capabilities. In fact, a portfolio sample for a virtual assistant serves as one-stop shop for your clients to discover not just what you can do, but also how you do it and the results it can generate. From administrative tasks to social media management, a solid portfolio can illustrate your dedication to delivering the best services.

How a Portfolio Can Help You Land Clients

But a virtual assistant’s portfolio is not just about the past; it also allows future clients to visualize your potential contribution to their organization. How will your unique skills complement their team? In what ways will your organizational expertise streamline their daily operations? By effectively addressing these questions, your portfolio could be the persuasive tool that propels your virtual assistant career to new heights.

To give you a head start, here are a few key elements of strong VA portfolios:

  • High quality and relevant samples of past work
  • Testimonials from satisfied clients
  • Detailed descriptions of services offered
  • Clear indication of specialized skills and niches
  • Professional and attractive layout with user-friendly navigation

Not only will these elements contribute to an impressive portfolio, but they will also engender confidence in your ability to deliver professional and high-quality services.

Infographic detailing elements of a virtual assistant's portfolio - portfolio sample for virtual assistant infographic pillar-5-steps

In the following sections, we’ll explore how you can create your own captivating portfolio and will provide portfolio examples to inspire and guide you. But remember, the key to a compelling portfolio is authenticity. Your portfolio is the source of your professional narrative; let it reflect your own journey, prowess and unique flair.

Now, let’s take a closer look at what makes a great virtual assistant portfolio.

Understanding What Makes a Good Virtual Assistant Portfolio

Creating a standout portfolio is crucial for every virtual assistant. However, it’s not just about having a portfolio, it’s about having a good portfolio. At She Reigns Creative, we believe a good portfolio sample for a virtual assistant should exhibit three main qualities: relevance, quality, and being recent and impressive.

Relevance of Samples

The first thing to consider is the relevance of your samples. This is where you demonstrate your ability to match your skills and services with the needs of your target clients. If you’re a virtual assistant with a strong background in social media management, for example, your portfolio should include samples of successful social media campaigns you’ve executed. This gives potential clients insight into your practical experience and how your skills can be applied to their business. Remember to only include work that aligns with the services you offer and the clients you’re targeting.

Quality of Work

The quality of your work is another crucial factor. Your portfolio is a reflection of your professionalism and attention to detail. Therefore, it’s important to ensure all samples are error-free and presented in a clear and comprehensive manner. Whether it’s a spreadsheet you’ve created to keep clients organized or an outreach strategy for social media, each sample should be a testament to your high standards and commitment to excellence. If a prospective client is impressed by the quality of your work, they’re more likely to trust you with their business.

Recent and Impressive Examples

Lastly, your portfolio should include your most recent and impressive work. This not only shows that you’re keeping up with industry trends and maintaining relevant skills, but it also showcases your ability to produce exceptional results. For instance, you could include statistics and insights from successful marketing strategies, showing quantifiable results of your work.

Remember that a portfolio is not static—it should grow and evolve with you. Regularly updating your portfolio with your latest and greatest work will show potential clients that you’re actively honing your skills and achieving outstanding results.

Our expert at She Reigns Creative, Steve Andrews, always emphasizes the importance of these three qualities when creating a virtual assistant portfolio . He believes that a well-curated portfolio is one of the most powerful tools a virtual assistant can have in their arsenal. So take the time to create a portfolio that truly reflects your capabilities and dedication.

How to Create a Virtual Assistant Portfolio

Creating a portfolio for a virtual assistant is a step-by-step process. It involves gathering inspiration, choosing the right template, showcasing your best projects, using high-quality images, and including the right content and features.

Gathering Inspiration

The first step in creating your portfolio is to gather inspiration. Look at other virtual assistant portfolios and note what you like and what you don’t. What stands out? What makes you trust their abilities? Take note of the layout, content, and overall feel of the portfolios that impress you.

Choosing the Right Template

Once you’ve gathered inspiration, it’s time to choose the right template for your portfolio. Your portfolio is a reflection of you and your work, so the template should match your style and professional identity. There are various platforms online that offer portfolio templates, such as Canva and WordPress. Choose a template that is clean, professional, and easy to navigate.

Showcasing Your Best Projects

Your portfolio is only as good as the work it showcases. Therefore, it’s crucial to include your best projects. Remember, “best” doesn’t necessarily mean the most complex or the biggest. Instead, focus on the projects that best demonstrate your skills and capabilities as a virtual assistant. These could be projects where you’ve gone above and beyond, solved a complex problem, or achieved significant results for a client.

Using High-Quality Images

The quality of the images you use in your portfolio can make or break it. High-quality images make your portfolio look professional and visually appealing. They can include screenshots of your work, professional headshots, or images that represent the services you offer.

Including the Right Content and Features

Finally, your portfolio should include the right content and features. This should include a clear description of your services, testimonials from clients, and perhaps even a blog where you share insights about your industry. Additionally, your portfolio should include a clear call to action, such as a contact form or booking link, to make it easy for potential clients to get in touch with you.

At She Reigns Creative , we believe that a well-crafted portfolio is a powerful tool in a virtual assistant’s toolkit. It not only showcases your skills and expertise but also demonstrates your professionalism and commitment to quality. So take the time to create a portfolio that you can be proud of – one that truly represents you and the value you can bring to your clients.

Improving Your Virtual Assistant Portfolio

Once you’ve created your portfolio, your work isn’t done yet! Continuous improvement is crucial to ensure your portfolio remains relevant and effective. Here are three ways you can enhance your virtual assistant portfolio:

Enhancing User Experience

Your portfolio should not only showcase your skills but also provide a seamless user experience. Make sure your portfolio is easy to navigate, with clear headings, an intuitive layout, and a logical flow of information. Highlight your most important skills and achievements at the top or in the center where they can easily catch a visitor’s attention.

Incorporate visuals such as images or infographics to make the content engaging and easier to digest. If you’ve done any graphic design or visual work, don’t just list it – show it! This could be as simple as a well-organized spreadsheet or as complex as a full-blown social media campaign you’ve managed.

Always remember, your portfolio is an example of your work. If it’s well-organized and user-friendly, potential clients will infer that your work will be too.

Working on SEO

While it’s crucial that your portfolio is human-friendly, it should also be search engine friendly. Search Engine Optimization (SEO) can improve your portfolio’s visibility on search engine results pages, potentially driving more traffic to your portfolio.

Incorporate relevant keywords into your portfolio’s content, meta descriptions, and alt text for images. For example, if you specialize in social media management, make sure to use that phrase and related terms throughout your portfolio.

But don’t overdo it – remember, you’re writing for humans first and search engines second. As we recommend at She Reigns Creative , authenticity and consistency are key to building trust.

Making Your Portfolio Mobile Friendly

In today’s increasingly mobile world, it’s essential that your portfolio looks good and works well on all devices, not just desktop computers. A mobile-friendly portfolio ensures that potential clients can view your portfolio anytime, anywhere, from any device.

Make sure your portfolio’s layout is responsive, meaning it automatically adjusts to fit the screen size of the device it’s being viewed on. Check your portfolio on different devices and browsers to ensure it looks good and functions correctly on all of them.

Your portfolio is a reflection of your professional image. A mobile-friendly portfolio shows potential clients that you’re up-to-date with the latest technology trends and that you pay attention to details.

Improving your portfolio is an ongoing process, but it’s well worth the effort. A well-crafted, user-friendly, SEO-optimized, and mobile-friendly portfolio can help you stand out from the crowd and attract more clients. And remember, we at She Reigns Creative are here to support you every step of the way in your journey as a virtual assistant.

10 Best Virtual Assistant Portfolio Samples

To help you in your journey of creating a compelling portfolio, we’ve gathered some of the best virtual assistant portfolio samples that can inspire and guide you. These examples highlight the diverse skills, experiences, and expertise that virtual assistants can offer.

Sample 1: Virtual Assistant with IT Background

This portfolio showcases the VA’s background in IT and remote work experience. It highlights the VA’s passion for software, online tools, and data entry and analysis. The portfolio effectively communicates the VA’s value proposition: offering side earnings while working with and learning about the things that interest them. A sample answer provided in the research above can be used as a guide for this type of portfolio.

Sample 2: Virtual Assistant Specializing in Social Media Management

This portfolio highlights the VA’s expertise in social media management. It includes past outreach strategies for social media, statistics, and insights from marketing strategies. The purpose of a portfolio is to display all that you have to offer.

Sample 3: Virtual Assistant with Expertise in Project Management

A virtual assistant specializing in project management would include samples of project management tools they have used, timelines they have managed, and communication strategies they have implemented. This portfolio should prove the VA’s ability to manage multiple projects and tasks.

Sample 4: Virtual Assistant Skilled in Bookkeeping

A portfolio of a VA skilled in bookkeeping would feature examples of past bookkeeping tasks, financial reports prepared, and accounting software used. The portfolio should indicate the VA’s proficiency in financial management and attention to detail.

Sample 5: Virtual Assistant with Organizational Skills

This portfolio would showcase the VA’s knack for organization and structure. It could include past spreadsheets created to keep clients organized, project management systems used, and examples of complex tasks managed efficiently.

Sample 6: Virtual Assistant Specializing in Communication

A VA specializing in communication would have a portfolio that includes examples of written and verbal communication, client relations, and customer service. This portfolio should demonstrate the VA’s ability to effectively communicate and collaborate with various stakeholders.

Sample 7: Virtual Assistant with Experience in Executive Assistance

An experienced executive VA would present a portfolio that highlights their proficiency in diary management, travel arrangements, meeting coordination, and other executive tasks. The portfolio should showcase the VA’s ability to provide high-level administrative support.

Sample 8: Virtual Assistant with a Focus on Data Entry and Analysis

A VA specializing in data entry and analysis would include samples of database systems used, data entry tasks completed, and data analysis reports generated. This portfolio should prove the VA’s accuracy, speed, and analytical skills.

Sample 9: Virtual Assistant with a Passion for Online Tools

A tech-savvy VA would have a portfolio that features their familiarity with various online tools, software, and apps. This could include examples of tasks completed using these tools, as well as any relevant certifications or training.

Sample 10: Virtual Assistant with a Strong Background in Software

A VA with a strong background in software would highlight their proficiency in various software programs, coding languages, and tech solutions. This portfolio should demonstrate the VA’s technical skills and their ability to leverage software to enhance productivity and efficiency.

Your portfolio is a reflection of your skills, experience, and the value you can offer to potential clients. It should be tailored to your specific services and target audience. At She Reigns Creative , we encourage you to continuously update and improve your portfolio as you gain more experience and skills.

How to Pitch Yourself for a Virtual Assistant Job

Once you’ve built an impressive portfolio, the next step is to effectively communicate your skills and value to potential clients. Here’s how you can effectively pitch yourself for a virtual assistant job:

Introducing Yourself

Start by briefly introducing yourself, making sure to mention your profession as a virtual assistant. For instance, you might say, “Hello, I’m Jane, a professional virtual assistant with five years of experience in providing remote administrative support.”

Explaining What You Do

Next, explain your specific skills and services. Be clear about what you bring to the table. For example, you could say, “I specialize in managing social media accounts, data entry, and project management. I also have a background in IT which helps me troubleshoot technical issues quickly.”

Promoting Your Benefits

After introducing yourself and outlining your skills, it’s time to promote the benefits of your services. This involves highlighting how your services can help the client’s business. You might say, “By delegating administrative tasks to me, you’ll have more time to focus on growing your business.”

Selling Your Differences

Every virtual assistant is unique, so emphasize what sets you apart from others. Maybe you have a particular certification, or perhaps you’re bilingual. Whatever it is, make sure to highlight these points of difference. Don’t be afraid to say something like, “Unlike other virtual assistants, I have a certification in project management and am fluent in both English and Spanish.”

Getting Them Involved

Engage the potential client in the conversation by asking a question or requesting their opinion. This can be as simple as asking, “What tasks are you currently spending too much time on that you’d like to delegate?”

Following Up With a Call to Action

Finally, wrap up your pitch with a clear call to action. This could be asking for a meeting, suggesting a trial task, or directing them to your portfolio for further examples of your work.

The goal here is to get them to take the next step, whether that’s scheduling a consultation or simply replying to your email. You might end your pitch by saying, “I’d love to discuss how I can help streamline your operations. Can we schedule a call next week?”

By following these steps, you can create a compelling pitch that showcases your skills, demonstrates your value, and gets potential clients excited about the possibility of working with you.

At She Reigns Creative , we’re passionate about helping virtual assistants like you succeed. If you’re looking for more advice on building a successful virtual assistant business, reach out to us for a free strategy session.

The Power of a Strong Virtual Assistant Portfolio

The journey of creating a compelling ‘portfolio sample for virtual assistant’ ends here, but the journey of your career as a virtual assistant has just begun. Armed with these examples and tips, you’re now equipped to create a portfolio that stands out and attracts the right clients. A strong portfolio is not just a collection of your best work—it’s a testament to your dedication, skills, and potential.

Remember that your portfolio is a living document. It should evolve as you grow in your role and gain more experience. Each new project or task is a potential addition to your portfolio, allowing you to showcase your talents and abilities to potential clients.

At She Reigns Creative , we understand the power of a robust portfolio. It’s a tool that helps you stand out in a sea of virtual assistants, allowing you to demonstrate your unique skillset and the value you can bring to a client’s business.

Encouragement for Continuous Improvement and Learning

But creating a portfolio is just one step on your path to success as a virtual assistant. Continuous improvement and learning are equally important. Stay current with the latest tools and trends in your field, and never stop seeking opportunities to enhance your skills.

Even the most successful virtual assistants didn’t get there overnight. They continuously improved themselves, learned new skills, adapted to changes, and persevered through challenges. And you can do the same.

If you feel overwhelmed or unsure about where to start, remember that you’re not alone. We at She Reigns Creative are here to help. Whether you need guidance on creating an impressive portfolio, advice on how to pitch yourself, or help with scaling your virtual assistant business, we have resources available to assist you.

In conclusion, a compelling portfolio is a powerful tool in your virtual assistant toolkit. Use it to its full potential, never stop improving, and keep learning. The road to success may be long and winding, but with determination, resilience, and the right support, you can achieve your career goals.

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  • Using Project Execution Management

Project Management Using Oracle Digital Assistant

If the Project Management skill is enabled, project managers and team members can use Oracle Digital Assistant to perform project management activities such as view and update projects, tasks, deliverables, and issues.

Show My Projects

View high-level information for projects you manage. The information includes project execution progress, count of tasks completing and starting late within the last two weeks, actual and committed costs, approved invoiced total, actual revenue total, and indicates if the project is over or under budget.

Intended user: Project manager

Sample phrases you can use:

How are my projects doing?

Show my projects

Show project <your project name>

What's the status of my projects?

What's happening with my projects?

What's the cost for project <your project name> ?

What's the invoice amount for project <your project name> ?

What's the revenue for project <your project name> ?

Things to consider: You can only view the financial details for financial projects. You can also create issues for projects using this flow.

List My Project Tasks

View the tasks assigned to you. The digital assistant groups your tasks into and displays them in three categories: ready to mark as complete, ready to mark as started, and in-progress and upcoming tasks. You can also mark the task as started or completed from the list of tasks displayed.

Intended User: Team Member

List my project tasks

What are my project tasks?

Things to Consider: You can only view the tasks for which you're the primary resource in Project Execution Management.

Update My Project Tasks

Mark tasks assigned to you as started or completed. You can do this in two ways:

Request a list of tasks and then start or complete the required task when prompted by the digital assistant.

Instruct the digital assistant to mark a specific task as started or completed using a direct request that includes the action and task name.

Intended User: Project Manager, Team Member

Mark project task <your task name> as started

Mark project task <your task name> as completed

Mark project task <your task name> as done

Mark project task <your task name> as finished

Complete project task <your task name>

Update project task <your task name> to started

Then reply with the number from the list for the task you want to mark as completed or started.

Things to Consider: You can only update the tasks where you're the primary resource on the task in Project Execution Management.

List My Deliverables

View the details of the deliverables that you own. The digital assistant groups your open project deliverables by status and then sorts by the need-by date. You can also ask the digital assistant to list only deliverables with a specific priority.

Intended User: Deliverable Owner

List my deliverables

Show high priority deliverables

Update My Deliverables

Mark project deliverables assigned to you as started or completed. You can do this in two ways:

Request a list of deliverables and then start or complete the required deliverable when prompted by the digital assistant.

Instruct the digital assistant to mark a specific deliverable as started or completed using a direct request that includes the action and deliverable name.

Things to Consider: The digital assistant requires three pieces of information to update a deliverable: the action verb, the specific deliverable, and the new attribute value.

Start your request with an action verb such as update, adjust, mark, or move.

To identify the deliverable, enter a keyword in the deliverable name. The digital assistant searches for the deliverable using the first word after the word 'deliverable'. When multiple deliverables match the search criteria, the assistant displays the list of deliverables and enables you to select the one that must be updated.

Enter a phrase about the attribute value. In most cases, the assistant recognizes the attribute that you want to update based on the value you provide. For example, if your phrase includes status values such as in progress and completed, then the assistant knows that you want to update the deliverable status.

Mark deliverable <your deliverable name> as completed

Update deliverable <your deliverable name> to in progress

List My Issues

View open project issues that you own. Additionally, you can view the status and current owner of the action items for an issue. You can also add an action item for an issue.

Intended User: Issue Owner

Show the issues

List the issues

Create Issues and Action Items

Create an issue and action items for your project. Create an issue by first requesting to view your projects and replying to the create issue prompt or you can simply request to 'create an issue' and the digital assistant provides the list of projects for you to choose from. You will be prompted to provide a short summary, and optionally add a longer description. Once the issue is created, the digital assistant will prompt you to enter action items. You can enter the action items then or later from the list of issues that you own.

Intended User: Project Manager

Create an issue

Record an issue

Then reply with the number corresponding to the project that you want to create the issue for.

Other same phrases you can use:

List my projects

Then reply with the 'create an issue' prompt for the desired project.

Things to Consider: you're the default owner for the issues and action items that you create. You can reassign ownership using the My Work work area in Project Management.

Climate risk and the opportunity for real estate

Climate change, previously a relatively peripheral concern for many real-estate players, has moved to the top of the agenda. Recently, investors  made net-zero commitments, regulators developed reporting standards, governments passed laws targeting emissions, employees demanded action, and tenants demanded more sustainable buildings. At the same time, the accelerating physical consequences of a changing climate are becoming more pronounced as communities face storms, floods, fires, extreme heat, and other risks.

These changes have brought a sense of urgency to the critical role of real-estate leaders in the climate transition, the period until 2050 during which the world will feel both the physical effects of climate change and the economic, social, and regulatory changes necessary to decarbonize. The climate transition not only creates new responsibilities for real-estate players to both revalue and future-proof their portfolios but also brings opportunities to create fresh sources of value.

The combination of this economic transition and the physical risks of climate change has created a significant risk of mispricing real estate across markets and asset classes. For example, a major North American bank conducted analysis that found dozens of assets in its real-estate portfolio that would likely be exposed to significant devaluations within the next ten years due to factors including increased rates of flooding and job losses due to the climate transition. Additionally, a study of a diversified equity portfolio found that, absent mitigating actions, climate risks could reduce annual returns toward the end of the decade by as much as 40 percent.

Leading real-estate players will figure out which of their assets are mispriced and in what direction and use this insight to inform their investment, asset management, and disposition choices. They will also decarbonize their assets, attracting the trillions of dollars of capital that has been committed to net zero and the thousands of tenants that have made similar commitments. They will then create new revenue sources related to the climate transition.

Building climate intelligence is central to value creation and strategic differentiation in the real-estate industry. But the reverse is also true: real estate is central to global climate change mitigation efforts. Real estate drives approximately 39 percent of total global emissions. Approximately 11 percent of these emissions are generated by manufacturing materials used in buildings (including steel and cement), while the rest is emitted from buildings themselves and by generating the energy that powers buildings. 1 2019 global status report for buildings and construction , International Energy Agency, December 2019.

In addition to the scale of its contribution to total emissions, real estate is critical in global decarbonization efforts for reasons likely to be compelling for investors, tenants, and governments. Significant reductions in emissions associated with real estate can be achieved with positive economics through technologies that already exist. For example, upgrading to more energy-efficient lighting systems and installing better insulation have positive financial returns. Today, newer technologies also make low-carbon heating and cooling systems, such as heat pumps and energy-efficient air conditioning, more cost competitive in many markets and climates. These cost-effective upgrades can create meaningful change while also derisking assets.

We suggest three actions real-estate players can take to thrive throughout the climate transition:

  • Incorporate climate change risks into asset and portfolio valuations. This requires building the analytical capabilities to understand both direct and indirect physical and transition risks.
  • Decarbonize real-estate assets and portfolios.
  • Create new sources of value and revenue streams for investors, tenants, and communities.

Fundamental changes brought on by the climate transition will open new dimensions of competitive differentiation and value creation for real-estate players. More important, leaders will make a valuable contribution to the world’s ability to meet the global climate challenge.

Incorporate climate change risks into asset and portfolio valuations

Climate change’s physical and transition risks touch almost every aspect of a building’s operations and value. Physical risks are hazards caused by a changing climate, including both acute events, such as floods, fires, extreme heat, and storms, and chronic conditions, such as steadily rising sea levels and changing average temperatures. Transition risks include changes in the economy, regulation, consumer behavior, technology, and other human responses to climate change.

We do mind the gap

As we work with real-estate firms, we notice that investment teams increasingly recognize the impact of climate change on asset values. As one leader of valuations at a major real-estate-services firm recently commented to us: “This is the greatest deviation between modeled valuation and actual price that I’ve ever seen, and it’s because of climate.” A chief operating officer of a diversified real-estate investor told us, “We’ve seen underperformance of a cluster of our assets due to climate-related factors that just weren’t considered in our investment theses.”

The industry at large senses how values are shifting. A recent survey of finance experts and professionals conducted by researchers at New York University found that those who think real-estate asset prices reflect climate risks “not enough” outnumber those who think they reflect climate risks “too much” by 67 to 1 (in comparison with stock prices, in which the ratio was 20 to 1). 1 Johannes Stroebel and Jeffrey Wurgler, “What do you think about climate finance?,” Harvard Law School Forum on Corporate Governance, September 3, 2021. The International Renewable Energy Agency has estimated that $7.5 trillion worth of real estate could be “stranded”; these are assets that will experience major write-downs in value given climate risks and the economic transition, making real estate one of the hardest-hit sectors. 2 Jean Eaglesham and Vipal Monga, “Trillions in assets may be left stranded as companies address climate change,” Wall Street Journal , November 20, 2021.

Physical and transition risks can affect assets, such as buildings, directly or indirectly, by having an impact on the markets with which the assets interact. A carbon-intensive building obviously faces regulatory, tenancy, investor, and other risks; over the long term, so does a building that exists in a carbon-intensive ecosystem. For example, a building supplied by a carbon-intensive energy grid or a carbon-intensive transportation system is exposed to the transition risks of those systems as well. All these changes add up to substantial valuation impacts for even diversified portfolios—an increasingly pressing concern for real-estate companies (see sidebar, “We do mind the gap”).

Physical risks, both direct and indirect, have an uneven effect on asset performance

Several major real-estate companies have recently conducted climate stress tests on their portfolios and found a significant impact on portfolio value, with potential losses for some debt portfolios doubling over the next several years. Notably, they found significant variation within the portfolios. Some assets, because of their carbon footprint, location, or tenant composition, would benefit from changes brought on by the climate transition, while others would suffer significant drops in value. The challenge for players is to determine which assets will be affected, in what ways, and how to respond. There is also opportunity for investors who can identify mispriced assets.

Direct physical consequences can be conspicuous: the value of homes in Florida exposed to changing climate-related risks are depressed by roughly $5 billion relative to unexposed homes. According to the Journal of Urban Economics , after Hurricane Sandy, housing prices were reduced by up to 8 percent in New York’s flood zones by 2017, reflecting a greater perception of risk by potential buyers. 2 Francesc Ortega and Süleyman Taspinar, “Rising sea levels and sinking property values: Hurricane Sandy and New York’s housing market,” Journal of Urban Economics , July 2018, Volume 106. In California, there has been a 61 percent annual jump in nonrenewals of insurance (due to higher prices and refused coverage) in areas of moderate-to-very-high fire risk. 3 Elaine Chen and Katherine Chiglinsky, “Many Californians being left without homeowners insurance due to wildfire risk,” Insurance Journal , December 4, 2020.

The indirect impacts of physical risk on assets can be harder to perceive, causing some real-estate players to underestimate them. For example, in 2020, the McKinsey Global Institute modeled expected changes in flooding due to climate change in Bristol, England . A cluster of major corporate headquarters was not directly affected, but the transportation arteries to and from the area were. The water may never enter the lobby of the building, but neither will the tenants.

The climate transition will affect both individual buildings and entire real-estate markets

The investments required to avoid or derisk the worst physical risks will drive a historic reallocation of capital . This will change the structure of our economy and impact the value of the markets, companies, and companies’ locations. These momentous changes require real-estate players to look ahead for regulatory, economic, and social changes that could impact assets.

Among the most direct climate-transition impacts are regulatory requirements to decarbonize buildings, such as New York City’s Local Law 97. In June 2019, the Urban Green Council found that retrofitting all 50,000 buildings covered by the law would create retrofit demand of up to $24.3 billion through 2030. 4 Justin Gerdes, “After pandemic, New York’s buildings face daunting decarbonization mandate,” Greentech Media, April 23, 2020. Standard property valuation models generally do not account for the capital costs required for a building to decarbonize, and investors and operators are often left with a major capital expense or tax that wasn’t considered in the investment memo.

There is also a host of less direct but potentially more significant transition risks that affect whole markets. For example, some carbon-intensive industries are already experiencing rapid declines or fluctuations. In Calgary, for example, the combination of oil price volatility and market-access issues (driven by climate change–related opposition to pipelines) has dramatically depressed revenues from some buildings. Vacancy rates in downtown Calgary reached about 30 percent, a record high, as of January 2021. Investors exposed to the Calgary market have seen their asset values drop precipitously and are left trying to either hold on and hope for a reversal of fortunes or exit the assets and take a significant loss.

Real-estate players should build the capabilities to understand climate-related impacts on asset performance and values

Real-estate owners and investors will need to improve their climate intelligence to understand the potential impact of revenue, operating costs, capital costs, and capitalization rate on assets. This includes developing the analytical capabilities to consistently assess both physical and transition risks. Analyses should encompass both direct effects on assets and indirect effects on the markets, systems, and societies with which assets interact (Exhibit 1).

Portfolio and asset managers can map, quantify, and forecast climate change’s asset value impact

To understand climate change impact on asset values, landlords and investors can develop the following capabilities to understand and quantify risks and opportunities:

  • Prioritize. Create a detailed assessment of the asset or portfolio to determine which physical and transition risks are most important and which are less important (using criteria such as the probability of a risk occurring or the severity of that risk).
  • Map building exposures. Determine which buildings are exposed to risks, either directly (for example, having to pay a carbon tax on building emissions) or indirectly (for example, exposure to reduction in occupancy as tenants’ industries decline because of a carbon tax), and the degree of exposure (for example, how high floodwaters would reach). This could require detailed modeling of physical hazards (for example, projected changes in flood risks as the climate changes) or macro- or microeconomic modeling (for example, projected GDP impacts based on the carbon price impact on a local geography’s energy production mix).
  • Quantify portfolio impact. Combine assessments of the economic risks on individual buildings into an impact map that enables visualization of the entire portfolio (Exhibit 2). This requires combining knowledge of the potential risk or opportunity and an understanding of what drives the economics of a building (including drivers of net operating income, tenancy mix, and areas of cost variability).
  • Take action. These capabilities cannot be isolated in a research or environmental, social, and governance (ESG) function but should directly inform investment management, lease pricing, capital attraction and investor relations, asset management, tenant attraction, development, and other core businesses. The processes within organizations must shift to ensure that climate-related insights can be a source of real competitive advantage.

A portfolio revaluation informed by climate change risks can lead to hard choices but will also open the door to acting on decarbonization and exploring new opportunities.

Decarbonize buildings and portfolios

McKinsey research estimates approximately $9.2 trillion in annual investment will be required globally to support the net-zero transition . If the world successfully decarbonizes, the 2050 economy will look fundamentally different from the current economy. If it doesn’t successfully decarbonize, the world will experience mounting physical risks that will strain the foundations of the global economy and society. In either case, the places where people live, work, shop, and play will fundamentally change.

Decarbonizing real estate requires considering a building’s ecosystem

Ultimately, the only way to reduce the risks of climate change is to decarbonize. Real-estate players have a wide array of options for how to proceed, including low-carbon development and construction ; building retrofits to improve energy efficiency; upgrades to heating, cooling, and lighting technology; and technology to manage demand and consumption. But decarbonization is not solely a technical challenge. To develop the most appropriate path, real-estate players need to understand the range of decarbonization options and their financial and strategic costs and benefits.

Decarbonizing real estate

To decarbonize, industry players can take the following steps:

  • Understand the starting point. Quantify baseline emissions of each building. This helps real-estate players prioritize where to start (for example, individual buildings, asset classes, or regions) and determine how far there is to go to reach zero emissions.
  • Set targets. Decide which type of decarbonization target to set. There is a range of potential target-setting standards that take different approaches (for example, measuring absolute emissions versus emissions intensity, or setting targets at the sector level versus asset level). Players should develop a “house view” on targets that achieve business, investor, stakeholder, regulatory, and other objectives.
  • Identify decarbonization levers. Build an asset- or portfolio-level abatement curve. A marginal abatement cost curve  provides a clear view of the potential cost/return on investment of a given emissions-reduction lever along with the impact of that lever on emissions reduction. This approach can be complemented with market and policy scenarios that change the relative costs and benefits of each potential abatement lever.
  • Execute. Set up the mechanisms to effectively deploy the decarbonization plan. These may involve making changes to financing and governance, stakeholder engagement (investors, joint-venture partners, operators, and tenants), and a range of operational and risk-management aspects of the business.
  • Track and improve. As investors, lenders, and tenants make their own decarbonization commitments, they will need to demonstrate that their real estate is indeed decarbonizing. Thus, much of the value of decarbonizing will come from the ability to demonstrate emissions reduction to potential stakeholders. Building the ability to monitor and progressively reduce emissions on the path to net zero will create an opportunity for players to differentiate.

Create new sources of value and revenue streams for investors, tenants, and communities

As the economy decarbonizes, real-estate players can use their locations, connections to utility systems, local operational footprints, and climate intelligence to create new revenue streams, improve asset values, or launch entirely new businesses.

Opportunities include the following:

  • Local energy generation and storage. Real-estate firms can use their physical presence to generate and store energy. For example, property developers have been outfitting buildings with solar arrays and batteries, helping to stabilize energy grids and reduce the costs associated with clean energy. 5 “5 ways clean tech is making commercial RE more energy efficient,” Jones Lang LaSalle, April 20, 2021.
  • Green buildings to attract more tenants. Developers and property managers can invest in developing green buildings or retrofitting older buildings to make them green to meet the growing appetite for sustainable workplaces and homes.
  • Green-building materials. Players can explore the advantages of green steel, tall timber, modular construction, and other emerging technologies and materials that may have additional benefits, such as faster and lower-cost construction.
  • Extra services on-site. Firms can introduce new revenue streams, including vehicle charging, green-facilities management, and other on-site services that enable occupants’ sustainable preferences.
  • Services for reducing and tracking emissions. Firms can support occupants by tracking emissions and offering solutions to reduce carbon footprints. These services could include smart sensors and tracking energy consumption through heating, cooling, lighting, and space management.
  • Differentiated capital attraction. Given the volume of capital that has already been committed to achieving net zero, firms that are able to decarbonize will have an advantage in attracting capital. Real-estate players may, for example, create specific funds for net-zero buildings or investment themes that support community-scale decarbonization.

The coming climate transition will create seismic shifts in the real-estate industry, changing tenants’ and investors’ demands, the value of individual assets, and the fundamental approaches to developing and operating real estate. Smart players will get ahead of these changes and build climate intelligence early by understanding the implications for asset values, finding opportunities to decarbonize, and creating opportunity through supporting the transition.

Real estate not only will play a critical role in determining whether the world successfully decarbonizes but also will continue to reinvent the way we live, work, and play through these profound physical and economic changes.

Brodie Boland

This article was edited by Katy McLaughlin, a senior editor in the southern California office.

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Chiefs' Harrison Butker strikes against Pride Month, lauds wife's role as 'homemaker'

portfolio task example

Kansas City Chiefs placekicker Harrison Butker used his platform as a commencement speaker at Benedictine College last weekend to attack Pride Month and transgender people, the coronavirus pandemic, while also telling women to get back in the kitchen.

Benedictine College is a Catholic private liberal arts school in Atchison, Kansas, and Butker used his 20 minutes on stage to opine his thoughts, starting with Pride Month and, what he called "dangerous gender ideologies."

"Not the deadly sins sort of Pride that has an entire month dedicated to it," Butker said, "but the true God-centered pride that is cooperating with the holy ghost to glorify him."

Pride Month has been celebrated in June since 1969.

Butker also shared his thoughts on COVID-19, which has killed nearly 1.2 million people in the United States, according to the Centers for Disease Control and Prevention :

All things Chiefs: Latest Kansas City Chiefs news, schedule, roster, stats, injury updates and more.

"While COVID might have played a large role throughout your formative years, it is not unique," Butker said. "The bad policies and poor leadership have negatively impacted major life issues. Things like abortion, IVF, surrogacy, euthanasia, as well as a growing support for the degenerate cultural values and media all stem from pervasiveness of disorder."

Women were also under scrutiny by Butker.

"I can tell you that my beautiful wife, Isabelle, would be the first to say that her life truly started when she began living her vocation as a wife and a mother. I’m on this stage, and able to be the man I am, because I have a wife who leans into her vocation," Butker said.

"I’m beyond blessed with the many talents God has given me, but it cannot be overstated that all of my success is made possible because a girl I met in band class back in middle school would convert to the faith, become my wife, and embrace one of the most important titles of all: homemaker."

Those who didn't fit in that category, Butker had more words for them.

"I think it is you, the women, who have had the most diabolic lies told to you," he said. "Some of you may go on to lead successful careers in the world but I would venture to guess that the majority of you are most excited about your marriage and the children you will bring into this world."

Butker has been with the Chiefs since 2017 and has won three Super Bowl championships. He holds records for the longest field goal in a Super Bowl and career field goals in the Super Bowl with nine.

portfolio task example

Controversial Marjorie Taylor Greene’s Stock Portfolio Reveals Conflicts of Interest

C ongresswoman Marjorie Taylor Greene recently bought shares in 2 firms whose operations could clash with her roles as a legislative member. Greene is returning to the securities market after a prolonged break.

In a public document that was made available and verified by Raw Story, Marjorie stated that she purchased as much as fifteen thousand dollars worth of shares from Qualcomm, a government military vendor. She is also a council member of the Border Security and Enforcement of the Homeland Security Board.

Greene also disclosed that she had invested as much as fifteen thousand dollars in Microsoft, a major player in technology. She is also a member of the Commission on Cybersecurity, Information Technology, and Government Development, as well as the Government Management and Responsibility Board.

Additionally, Greene disclosed that he had purchased up to fifteen thousand dollars worth of shares in Home Depot, Goldman Sachs, Hershey, Berkshire Hathaway, and Tractor Supply Company.

ALSO READ: Rep. Eric Swalwell Calls for Marjorie Taylor Greene’s Resignation After Move to Oust Mike Johnson

She also bought U.S. Treasury notes, which are investment securities with a short duration ranging from four to fifty-two weeks, for up to 500 thousand dollars. Raw Story demanded feedback, which was not promptly responded to by Greene’s office.

According to Unusual Whales assessment, family investments that Greene declared yielded 18.6%  on equities in 2023. That was higher compared to other members of Rep. who purchased shares.

When questioned about the deals on Fox News, she claimed that her son’s account could have done it, an assertion that was joked about on social media. Also, Trump Media & Technology Group, whose price has plummeted since going public, is not one of Greene’s new assets.

Marjorie became the inaugural member of Congress to individually buy shares in Digital World Acquisition Corp. in October 2021, and in March 2024, the company incorporated with Trump Media to create the publicly traded Trump Media & Technology Group, which is listed on the NASDAQ market under the ticker symbol DJT for Donald John Trump.

POLL—Should the Government Increase Taxes on the Wealthy To Reduce Economic Inequality?

According to Greene’s 2021 report, she and her ex-husband, Perry Greene, bought the Digital World Acquisition Corp. shares for about fifteen thousand to fifty thousand dollars. Greene did not disclose if she had offered up the shares for sale.

She separated from her husband in Dec of 2022. The shares of Digital World Acquisition Corp. and several other shares seem to have been transferred to her former spouse.

According to the news media Business Insider, Greene’s husband has purchased shares in firms that publicly advocated for the movements that the congresswoman disagreed with, in the likes of LTBTQ+ rights and the Black Lives Matter campaign. In 2023, Marjorie quit investing based on financial declarations submitted to Congress.

ALSO READ: David Simon Calls Marjorie Taylor Greene “Submoronic” for Her Baltimore Bridge Claims

According to a 2023 study from Unusual Whales, congress representative’s investment is a concern. It is essential to keep in mind that many of the equities purchased are also regulated by their committee members. Despite the warnings, members of the armed services and others continue investing in shares in the midst of these problems.

According to Raw Story, during the recent legislative meeting, forty-two representatives of Congress, excluding Marjorie, violated the Stop Trading on Congressional Knowledge Act of 2012 by revealing private financial transactions in an illegal manner.

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Rep. Marjorie Taylor recently bought equity in two businesses whose operations conflict with her legislative committees task.

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  1. 15 Instructing Portfolio Examples, Plus How To Create Your Personal

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  4. 10+ Portfolio Assessment Templates in PDF

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  6. Project Portfolio Management Process With Prioritization

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COMMENTS

  1. 14 Fantastic Professional Portfolio Examples

    Professional portfolio examples. Airy-pastel design portfolio by Max Berger, made with UXfolio. Beautiful UX portfolio by Jaclyn, made with UXfolio. Cleancut media manager portfolio by Molly, made with Copyfolio. User experience designer portfolio by Robyn Hines, made with UXfolio. Minimal photographer portfolio by Tom.

  2. 7 UX Designer Portfolio Examples: A Beginner's Guide

    Prioritize important features and tasks. Example portfolio: Yang Qian - Matchy. Courtesy of Yang Qian. Yang Qian, a product designer at Palantir Technologies, presents a case study from a three-day LinkedIn hackathon for design and engineering students. Her team's challenge was to design an app to help college students better connect with ...

  3. Professional Portfolio: Tips and Examples for 2024

    A professional portfolio is a collection of materials that demonstrate your knowledge, skills, abilities, and accomplishments. It may include examples of your work, certificates, awards, testimonials, and any other valuable material that supports your professional development. A professional portfolio provides potential employers with a ...

  4. Work Portfolio: What Is It and How to Create One [Examples]

    min read. 3 Key Takeaways. A work portfolio is a collection of your work used to showcase your abilities and experience. Draw inspiration from online portfolios to get started. (Six portfolio samples included here.) Teal's AI Resume Builder complements your portfolio for a comprehensive application. In today's competitive job market, how ...

  5. Career Portfolios: Examples and How To Make One

    3. Showcase work that demonstrates a broad range of your skills. Finally, showcase samples that demonstrate your skills in multiple ways. For example, if you're a graphic designer, you may want to include a sample logo design you worked on, a business branding package, and a marketing flyer for a local business.

  6. What Is a Work Portfolio? (Plus How To Build One)

    What is a work portfolio? Also called a "career portfolio," "job portfolio" or "professional portfolio," a work portfolio is a way to display a comprehensive collection of your best work to potential employers. Your portfolio can contain proof of your skills, samples, visual demonstrations of your craft and letters of recommendation along with ...

  7. 15 Professional Career Portfolio Examples (PDF & Otherwise ...

    Hopefully, looking at these portfolio examples will help you create your own professional portfolio that is attractive to a future employer. Career portfolio example 1: Carter Hammett. Carter Hammett's PDF portfolio on Authory. Carter Hammett is a social worker, writer, author, and trainer.

  8. 7 Simple Tips To Make A Killer Portfolio That Stands Out

    Skip spellcheck or include long chunks of text (digital paragraphs should be 1-3 sentences, 4 sentences max) Include your personality. Tell your life story. Curate your portfolio to showcase a variety of skills and experience. Make your portfolio complicated to navigate. 6. Choose your platform.

  9. Career Portfolio Examples

    Let's look at the examples below: Junior Marketer: "I won the Best Intern Award and was promoted to the junior marketer position at the end of a 6-month internship period. As a junior marketer, I contributed X% to the company's sales from its promotional campaigns.". Business Competitions:

  10. The Ultimate Web Developer Portfolio Guide: 39 Top Examples

    Now that we've established that creating a portfolio website is a good idea, let's learn how to go about creating one. 2. How to make a web developer portfolio. Before you start, it's important to consider two things: first, how your portfolio is different from your resume, and then how the two of them interact.

  11. 10 Best Marketing Portfolio Examples for Inspiration in 2024

    Marketing Portfolio Examples. Let's look at some examples of digital marketing portfolios for more inspiration. 1. Hive Creative Group. via Hive Creative Group. Hive Creative Group, a Virginia-based marketing agency, stands out instantly for its interactive portfolio and authenticity. Why we like this portfolio.

  12. 6 Tips to Use Portfolios for Cross-Project Planning [2024] • Asana

    Monitor project status: Visualize upcoming, overdue, unscheduled, and completed tasks with a donut chart. Check performance: Track how long it takes to complete tasks, across projects. 5. Monitor team workloads. Historically, staffing many different projects is a challenging—and time consuming—task. Portfolios solves this problem with its ...

  13. Free Portfolio Templates to Download & Edit

    10.1k. Portfolio Template Laaqiq.design. 559. 18k. Portfolio template - Edit this portfolio and export it as HTML - Get your portflio live in no time Anima. 845. 31.2k. UX Designer's Portfolio template by The School of UX The School of UX. 415.

  14. The Student Portfolio: How to Use This Powerful Tool in Your Classroom

    Showcasing a student's best work. That means a portfolio could include anything from samples of writing the child has done, tests the student has completed, pictures of the child in the classroom, notes from a teacher about things the child has said or accomplished, self-assessments by a student, and more. While some teachers prefer a student ...

  15. 2021 AP CSP Create Performance Task Pilot Student Samples

    2021 AP Computer Science Principles Create Performance Task Pilot Student Samples. Download sample student responses, scoring guidelines, and scoring commentaries. Note that these samples are from a pilot, not from an actual exam administration. Download the AP Computer Science Principles create performance task pilot student sample responses ...

  16. Portfolio Website: How-to Guide, Templates & Examples

    That being said, digital portfolios are far more practical these days, especially considering how much people rely on the internet to work. Web-builders like Canva Websites make it easy to design a digital, one-page portfolio with ready-made templates, an expansive media library, and simple tools. There is no need for coding or extensive design knowledge either.

  17. 28 Copywriting Portfolio Examples & How to Build Yours

    2. Kelsey O'Halloran. The main page of Kelsey's copywriter website is a good example of what a copywriting portfolio home page should look like. It's not only beautiful and coherent in style, but also has all the home page must-haves you should also strive to have on yours.

  18. 10 Project Portfolio Templates in Excel & ClickUp

    Building on the foundations of the Design Portfolio Template, the Task-centric version zooms into the micro-tasks that constitute larger design projects. This template is akin to a magnifying glass, focusing on individual design stages, categories, and outputs. ... 12 Free SWOT Analysis Templates and Examples . Alex York. Max 9min read. Jump to ...

  19. Project Portfolio Management (PPM): The Ultimate Guide

    Project portfolio management (PPM) is the analysis and optimization of the costs, resources, technologies and processes for all the projects and programs within a portfolio. Project portfolio management is typically carried out by portfolio managers or a project management office (PMO). Related: 15 Free PMO Templates for Excel and Word.

  20. Portfolio Management for Projects: A Complete Guide

    Project management typically involves managing temporary or unique endeavors focused on a specific product or service. Program management entails a coordinated approach to managing related projects in a manner that aligns their connected objectives. Portfolio management takes a group of projects and/or programs and manages these collectively as ...

  21. Project Portfolio Management Templates

    This project portfolio template provides spreadsheet and dashboard views, as well as space to summarize details about specific projects and the overall health of your portfolio or project program. The spreadsheet includes columns for a project's health ratings, priority, status, summary description, budget, progress, and risks.

  22. Digital Portfolios

    AP Digital Portfolio: Student User Guide. This guide will help you navigate the AP Digital Portfolio and submit work for AP Art and Design, AP Capstone, AP Computer Science Principles, and AP with WE Service. PDF. 4.42 KB. Link.

  23. 10 Best Virtual Assistant Portfolio Samples to Inspire You

    Sample 4: Virtual Assistant Skilled in Bookkeeping. A portfolio of a VA skilled in bookkeeping would feature examples of past bookkeeping tasks, financial reports prepared, and accounting software used. The portfolio should indicate the VA's proficiency in financial management and attention to detail.

  24. Six lawn and garden tasks to get done before June

    our portfolio: 10Best Reviewed Coupons Homefront Blueprint Best Auto Insurance Best Pet Insurance Best Travel Insurance Best Credit Cards Best CD Rates Best Personal Loans Home Internet

  25. Trump lied about Springsteen during a rally. He needs bigger lies

    Anyone who believes in facts knows Donald Trump spouts lies like a high-pressure sprinkler squirts water. But watching him lately, and given the way his supporters believe every dishonest word, I ...

  26. Project Management Using Oracle Digital Assistant

    Instruct the digital assistant to mark a specific task as started or completed using a direct request that includes the action and task name. Intended User: Project Manager, Team Member. Sample phrases you can use: Mark project task <your task name> as started. Mark project task <your task name> as completed. Mark project task <your task name ...

  27. Corporate real estate strategy in the COVID-19 era.

    This could require detailed modeling of physical hazards (for example, projected changes in flood risks as the climate changes) or macro- or microeconomic modeling (for example, projected GDP impacts based on the carbon price impact on a local geography's energy production mix). Quantify portfolio impact.

  28. Chiefs' Harrison Butker criticizes Pride Month, trans people in speech

    Chiefs kicker Harrison Butker went after Pride Month, transgender people and "bad policies" during a commencement ceremony at Benedictine College.

  29. Controversial Marjorie Taylor Greene's Stock Portfolio Reveals ...

    C ongresswoman Marjorie Taylor Greene recently bought shares in 2 firms whose operations could clash with her roles as a legislative member. Greene is returning to the securities market after a ...

  30. PDF An algorithm for identifying task-specific brain subnetworks ...

    1 An algorithm for identifying task-specific brain subnetworks 2 using the visuomotor system as an example 3 Ryan Ellison1,2*, Mona Matar3, Suleyman A. Gokoglu3, Raj K. Prabhu1,†, and Scott L. 4 Hooper2 5 1Universities Space Research Association, Cleveland, OH, USA 6 2Department of Biological Sciences, Ohio University, Athens, OH, USA 7 3NASA Glenn Research Center, Cleveland, OH, USA