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Guide & kit

Portfolio Planner

Plan the portfolio before laying it out: define the target, score every project, budget pages, flatplan the order, list missing assets and work to a dated timeline.

  • Files5
  • FormatsXLSX, PDF
  • LanguageEnglish
  • TypeGuide & kit

What is inside

Every file in the download and what it holds.

FileWhat it holds
Portfolio Planner.xlsxTarget, project scoring with keep/rework/cut, page budget, 60-page flatplan, assets, 8-week timeline
Flatplan Spreads A3.pdfPrintable flatplan, 64 pages as spreads
Flatplan Landscape A3.pdfPrintable flatplan, 60 landscape pages
Project Worksheet A4.pdfOne sheet per project: idea, role, story order, assets, decision
Planning Guide.pdf7 pages

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