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USED AT: AUTHOR: vn DATE:
REV:PROJECT: Portfolio Management Process Groups PMI
10.04.2014
21.04.2014
NOTES: 1 2 3 4 5 6 7 8 9 10
WORKING
DRAFT
RECOMMENDED
PUBLICATION
READER DATE CONTEXT:
A0
NODE: TITLE: NUMBER:
Aligning Process Group
A1
Strategic Plan
Component
Definition
Component Key
Descriptors and
Templates
Inventory of
All Existing
Components
Inventory of
All New
Component
Proposals
List of
Components
Key Descriptors for
Each Component
List of Rejected
Components
Categories
List of
Categorized
Components
List of Categorized
and Evaluated
Components
Value Score for
Each Component
Graphical
Representations
Evaluation Process
Recommendations
Organizational
Resources
List of
Categorized,
Evaluated, and
Selected
Components
Recommendations
List of
Prioritized
Components
within Each
Strategic
Category
Portfolio
Rebalancing
Recommendations
Portfolio
Management
Criteria
Portfolio
Management
Performance
Metrics
Capacity
Constraints
List of
Approved
Portfolio
Components
Component
Budget
Requirements
Component
Resource
Requirements
List of Inactivated and Terminated Components
Additions to the Active
Component Inventory
Updated Performance
Expectations
Approved Component
Budget and Exceptions
Approved Component
Resource Allocations
and Exceptions
Excluded
Components
Portfolio
Milestones
Organization’s
selection
criteria
Refined
Selection
Criteria
A11
Identification
A12
Categorization
A13
Evaluation
A14
Selection
A15
Prioritization
A16
Portfolio
balancing
A17
Authorization
A2
A2

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Core Portfolio Management Process

  • 1. USED AT: AUTHOR: vn DATE: REV:PROJECT: Portfolio Management Process Groups PMI 10.04.2014 21.04.2014 NOTES: 1 2 3 4 5 6 7 8 9 10 WORKING DRAFT RECOMMENDED PUBLICATION READER DATE CONTEXT: A0 NODE: TITLE: NUMBER: Aligning Process Group A1 Strategic Plan Component Definition Component Key Descriptors and Templates Inventory of All Existing Components Inventory of All New Component Proposals List of Components Key Descriptors for Each Component List of Rejected Components Categories List of Categorized Components List of Categorized and Evaluated Components Value Score for Each Component Graphical Representations Evaluation Process Recommendations Organizational Resources List of Categorized, Evaluated, and Selected Components Recommendations List of Prioritized Components within Each Strategic Category Portfolio Rebalancing Recommendations Portfolio Management Criteria Portfolio Management Performance Metrics Capacity Constraints List of Approved Portfolio Components Component Budget Requirements Component Resource Requirements List of Inactivated and Terminated Components Additions to the Active Component Inventory Updated Performance Expectations Approved Component Budget and Exceptions Approved Component Resource Allocations and Exceptions Excluded Components Portfolio Milestones Organization’s selection criteria Refined Selection Criteria A11 Identification A12 Categorization A13 Evaluation A14 Selection A15 Prioritization A16 Portfolio balancing A17 Authorization A2 A2