It is a brief overview presentation on portfolio management. It gives a brief idea of what Portfolio Management is and also specifies the processes as mentioned in OGC's Management of Portfolio and PMI's PfMP.
Nigel Bell gave an overview of portfolio management and the work of the APM Portfolio Management SIG at a recent APM East of England branch event. You will learn,
Some portfolio management definitions
Portfolio management principles
Seven simple steps which guarantee portfolio management success in three weeks
portfolio management challenges
Let’s connect:
APM - https://www.apm.org.uk
Google+ - https://plus.google.com/114687352375530136328
Facebook - https://www.facebook.com/AssociationForProjectManagement
Twitter - https://twitter.com/apmprojectmgmt
Linkedin company page - https://www.linkedin.com/company/association-for-project-management
In this presentation you will discover how the PMO is vital to delivering real business results to companies that are seeking to maximized return on their investments and accelerate performance.
Nigel Bell gave an overview of portfolio management and the work of the APM Portfolio Management SIG at a recent APM East of England branch event. You will learn,
Some portfolio management definitions
Portfolio management principles
Seven simple steps which guarantee portfolio management success in three weeks
portfolio management challenges
Let’s connect:
APM - https://www.apm.org.uk
Google+ - https://plus.google.com/114687352375530136328
Facebook - https://www.facebook.com/AssociationForProjectManagement
Twitter - https://twitter.com/apmprojectmgmt
Linkedin company page - https://www.linkedin.com/company/association-for-project-management
In this presentation you will discover how the PMO is vital to delivering real business results to companies that are seeking to maximized return on their investments and accelerate performance.
Program Management Office (PMO) tools shouldn't be overly complicated or difficult to use. With PMOView, your organization can quickly mash up data sources and build custom integration points between enterprise leading products like HP PPM, ALM, and Agile Manager.
Introduction to Project Portfolio Management (PPM)Kimmy Chen
Introduction to project portfolio management
PPM is generally defined as a strategic, mission driven, dynamic decision making process whereby a business list of active projects is constantly updated and revised [Cooper 2001].
Pillars of PPM
- Organization (Executive support, PMO, steering committees)
- Processes (Project feasibility to Project Acquisition)
- Technology (Repository, Document management, Knowledge management)
Benefits of PPM
- Right selection of projects
- Alignment with strategic goals
Project Management is a well defined concept found in many guidebooks and Bodies of Knowledge. Putting these guides and BOK’s to work for the benefit of the enterprise is the role of Project Governance
PMO Handbook - How to Plan, Build, and Run a PMOAnthony Natoli
The purpose of this presentation is to provide a prescriptive guide on how to plan, build, and run a PMO from scratch or from an existing PMO that requires a reboot.
PMO - Added value instead of administrationAndreas Splett
This slide show should point out the benefits of PMOs. Project Management Offices can provide basic administrative support, but this isn’t the real value of a
PMO.
Why is our defense procurement system broken and what do we need to understand before we attempt to "right the ship." A properly architected Project Management Office would be a good place to start and put operational decisions for programs at the correct level.
Program Management Office (PMO) tools shouldn't be overly complicated or difficult to use. With PMOView, your organization can quickly mash up data sources and build custom integration points between enterprise leading products like HP PPM, ALM, and Agile Manager.
Introduction to Project Portfolio Management (PPM)Kimmy Chen
Introduction to project portfolio management
PPM is generally defined as a strategic, mission driven, dynamic decision making process whereby a business list of active projects is constantly updated and revised [Cooper 2001].
Pillars of PPM
- Organization (Executive support, PMO, steering committees)
- Processes (Project feasibility to Project Acquisition)
- Technology (Repository, Document management, Knowledge management)
Benefits of PPM
- Right selection of projects
- Alignment with strategic goals
Project Management is a well defined concept found in many guidebooks and Bodies of Knowledge. Putting these guides and BOK’s to work for the benefit of the enterprise is the role of Project Governance
PMO Handbook - How to Plan, Build, and Run a PMOAnthony Natoli
The purpose of this presentation is to provide a prescriptive guide on how to plan, build, and run a PMO from scratch or from an existing PMO that requires a reboot.
PMO - Added value instead of administrationAndreas Splett
This slide show should point out the benefits of PMOs. Project Management Offices can provide basic administrative support, but this isn’t the real value of a
PMO.
Why is our defense procurement system broken and what do we need to understand before we attempt to "right the ship." A properly architected Project Management Office would be a good place to start and put operational decisions for programs at the correct level.
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
Earned value management is a project management technique for measuring project performance and progress. It has the ability to combine measurements of the project management triangle:
Scope
Schedule, and
Costs
In a single integrated system, Earned Value Management is able to provide accurate forecasts of project performance problems, which is an important contribution for project management.
Early EVM research showed that the areas of planning and control are significantly impacted by its use; and similarly, using the methodology improves both scope definition as well as the analysis of overall project performance. More recent research studies have shown that the principles of EVM are positive predictors of project success.[1] Popularity of EVM has grown in recent years beyond government contracting, in which sector its importance continues to rise[2] (e.g., recent new DFARS rules[3]), in part because EVM can also surface in and help substantiate contract disputes.[4]
Essential features of any EVM implementation include
a project plan that identifies work to be accomplished,
a valuation of planned work, called Planned Value (PV) or Budgeted Cost of Work Scheduled (BCWS), and
pre-defined “earning rules” (also called metrics) to quantify the accomplishment of work, called Earned Value (EV) or Budgeted Cost of Work Performed (BCWP).
EVM implementations for large or complex projects include many more features, such as indicators and forecasts of cost performance (over budget or under budget) and schedule performance (behind schedule or ahead of schedule). However, the most basic requirement of an EVM system is that it quantifies progress using PV and EV
Webinar: Driving Innovation Across an Enterprise with Booz Allen HamiltonBadgeville, Inc.
According to Brian Burke of Gartner, “Applied to innovation, gamification can motivate people to share their ideas within a community… encourage people to build upon the ideas of others… and take part in something larger than themselves.” That crowdsourced approach and collaboration could lead to the next billion dollar offering. At the forefront of driving innovation across the company and for their customers, Booz Allen Hamilton understands what it takes to launch such a large initiative.
In this session, you will hear from Booz Allen Hamilton and Badgeville:
- How gamification can drive innovation across the enterprise
- Lessons learned from using gamification to drive innovation
- Case study of how gamification has worked at Booz Allen Hamilton
- Demonstration of gamification for innovation
Earned value management with Examples | Control Cost | PMBOK | PMPJustAcademy
Earned Value Management topic from Control Cost – Cost Management
What is Earned Value Management
Explained EVM with examples
Cost Variances (CV )
Cost Performance Index(CPI)
Schedule Variances(SV)
Schedule Performance Index(SPI)
Cost Overrun and Project Slip
PMP Training in USA,PMP Training in California,PMP Training in Qatar,PMP training in Saudi Arabia,PMP training in India,PMP training in Mumbai,PMP Training in Hyderbad,
PMP Training in Chennai,PMP Training in Canada
Are your measures strategic? Are you measuring the right things to make sure your organization is strategically successful? Top-down versus bottoms up tracking.
The Dollars Are in the Details: Measuring the Cost of Requirements Business requirements are a fundamental component in project management because it forms the basis of project and product scope. Development and management of requirements also impact the overall financial success of a project because each requirement comes at a cost. Requirements management and development (RMD) offers an approach for enhanced traceability, visibility and verifiability that can help you avoid unnecessary project costs. This presentation will explain how RMD can increase the quantifiable probability of providing the desired deliverables and expectations to meet overall organization goals and objectives, improve goods and services, enhance governance compliance, develop better aligned and prioritized requirements, and match the right resources with the right competencies.
Technology Multipliers PPM solutions help optimize the value of your project portfolio and increase pipeline productivity. Our solutions utilize ProModel's project and portfolio simulation tools and Microsoft's project management tools. This Technology Multipliers webinar provides a comprehensive overview of project portfolio management concepts, process, and keys to success for technology companies.
Project Portfolio Management Final Report.docxZiyad Zaidi
Project portfolio management final project report of 3 question.
Make formal report and cover following questions.
Try to write in your own words and full of examples. Examples can be taken from your own organization or others.
1. What is project portfolio management?
2. What is the difference between project portfolio management & project management?
3. Explain five knowledge areas of the project portfolio management.
Answerer are in the report.
"Interfaces Between Strategic Manaement of an Enterprise and Managing Project Portfolios Within th Enterprise," Istanbul keynote slides, April 1, 2010
THE CONTEXT OF INTERNATIONAL PROJECTS IN TERMS OF ORGANI.docxarnoldmeredith47041
THE CONTEXT OF INTERNATIONAL
PROJECTS IN TERMS OF
ORGANIZATIONAL STRATEGY AND
CULTURE
Chapter 2
HOW ARE INTERNATIONAL PROJECTS LINKED TO ORGANIZATIONAL
STRATEGY?
An organization has a vision it pursues.
To achieve its vision, it has a kind of roadmap or plan: this
is also called its strategy.
To implement its strategy, the organization uses
(international) projects.
During the project and at the end of the project, the
organization checks whether the project has delivered the
desired results.
This is an ongoing cycle we also call strategic
management cycle.
2
Project 3
Project 2
Strategic Management Cycle
Business
Planning
Communi-
cating
and
high-level
aligning
Feedback
and
Learning
Translating
the Vision/
Mission
1
3 2
Project 1
4
Executing
Completing
Planning
Initiating
How (international) projects are part of the organization’s
strategy
3
THE CONNECTION BETWEEN (INTERNATIONAL) PROJECTS AND
(INTERNATIONAL) PROGRAMS
A program can be defined as a bundle of projects.
Compared to a project, a program typically is bigger, requires more resources,
and is crucial for the success of organizational strategy.
The projects within a program serve the same strategic objective.
Projects in a program are interdependent. They share the same objectives and
scarce resources.
They typically have a common infrastructure and share a certain set of risks.
Programs have the following advantages:
Ensuring strategic alignment through interdependency of objectives.
Reducing the complexity of ‘large projects’ by clearly breaking them down
into smaller, easy-to control projects contributes to clearer responsibilities,
minimizes risks, and boosts morale and motivation. It also improves the quality
of the results.
Programs are essentially managed in the same way as projects.
4
PROJECT PORTFOLIO MANAGEMENT (PPM)
A project portfolio is a collection of projects managed under
one umbrella. These projects may be interrelated or not.
Purpose of PPM is to maximize the efficacy of projects in the
light of strategy execution.
There are two main management processes within project
portfolio management:
1. Selection and prioritization of projects.
2. Management of the projects within the portfolio by
monitoring target achievement.
A project portfolio is periodically adapted to the
organizational strategy.
The main activities of the PPM process are shown on the
following slide.
5
Required inputs:
1. Program/ project title
2. Project objective in light of
overall strategy
3. Risk level
4. Timeframe
5. Dependencies with other
programs/ projects
6. Estimated budget or ROI
7. Impact of not delivering the
program/project
1
3
2
4
Build or
Update
Project
Portfolio
Analyze
& Prioritize
Project
Portfolio
Monitor
& Adjust
Project
Portfolio
Consider
new
proposed
projects
The Project
Portfolio
Management
Process
1. Categorization.
THE CONTEXT OF INTERNATIONAL PROJECTS IN TERMS OF ORGANI.docxrtodd643
THE CONTEXT OF INTERNATIONAL
PROJECTS IN TERMS OF
ORGANIZATIONAL STRATEGY AND
CULTURE
Chapter 2
HOW ARE INTERNATIONAL PROJECTS LINKED TO ORGANIZATIONAL
STRATEGY?
An organization has a vision it pursues.
To achieve its vision, it has a kind of roadmap or plan: this
is also called its strategy.
To implement its strategy, the organization uses
(international) projects.
During the project and at the end of the project, the
organization checks whether the project has delivered the
desired results.
This is an ongoing cycle we also call strategic
management cycle.
2
Project 3
Project 2
Strategic Management Cycle
Business
Planning
Communi-
cating
and
high-level
aligning
Feedback
and
Learning
Translating
the Vision/
Mission
1
3 2
Project 1
4
Executing
Completing
Planning
Initiating
How (international) projects are part of the organization’s
strategy
3
THE CONNECTION BETWEEN (INTERNATIONAL) PROJECTS AND
(INTERNATIONAL) PROGRAMS
A program can be defined as a bundle of projects.
Compared to a project, a program typically is bigger, requires more resources,
and is crucial for the success of organizational strategy.
The projects within a program serve the same strategic objective.
Projects in a program are interdependent. They share the same objectives and
scarce resources.
They typically have a common infrastructure and share a certain set of risks.
Programs have the following advantages:
Ensuring strategic alignment through interdependency of objectives.
Reducing the complexity of ‘large projects’ by clearly breaking them down
into smaller, easy-to control projects contributes to clearer responsibilities,
minimizes risks, and boosts morale and motivation. It also improves the quality
of the results.
Programs are essentially managed in the same way as projects.
4
PROJECT PORTFOLIO MANAGEMENT (PPM)
A project portfolio is a collection of projects managed under
one umbrella. These projects may be interrelated or not.
Purpose of PPM is to maximize the efficacy of projects in the
light of strategy execution.
There are two main management processes within project
portfolio management:
1. Selection and prioritization of projects.
2. Management of the projects within the portfolio by
monitoring target achievement.
A project portfolio is periodically adapted to the
organizational strategy.
The main activities of the PPM process are shown on the
following slide.
5
Required inputs:
1. Program/ project title
2. Project objective in light of
overall strategy
3. Risk level
4. Timeframe
5. Dependencies with other
programs/ projects
6. Estimated budget or ROI
7. Impact of not delivering the
program/project
1
3
2
4
Build or
Update
Project
Portfolio
Analyze
& Prioritize
Project
Portfolio
Monitor
& Adjust
Project
Portfolio
Consider
new
proposed
projects
The Project
Portfolio
Management
Process
1. Categorization.
This document is part of a series that explain the newly released PMBOK 5th edition. These documents provide simple explanation and summary of the book. However they do not replace the necessity of reading the book.
APM event sponsored by the Northern Ireland branch on 27 April 2023.
Speaker: Petula Allison
This presentation by the APM Portfolio Management Specific Interest Group (SiG) focussed on bringing to life Portfolio management through case study of delivering and managing a transformation portfolio in the Financial Services and shares the theory on Portfolio Management (reference ‘The Guide to Portfolio Management’ written by the PfM SiG). This event was held on 27 April 2023.
The APM Portfolio Management SiG (PfM) aims to support everyone interested in PfM by promoting awareness of latest practices, researching new ideas, developing new approaches, and providing ways to share experiences and debate challenges.
The SiG’s intention is to be a major contributor to the future development of PfM through sharing knowledge and best practice and delivering the theory and case study of portfolio management in practice – collaborating with APM professionals in APM Branches and SiGs.
Case Study – Delivering a Transformation Portfolio at YBS
Q&A – Open Session
Portfolio Management – The Theory (From APM and Best Practice)
https://www.apm.org.uk/news/portfolio-management-and-how-it-can-deliver-organisations-strategy-and-value-1/
If you've heard of the agile process, you've probably heard about it's value in developing quality software, Here are steps on how to plan a sprint in Agile.
Understanding the difference between project scope and product scope is important for anyone attempting a PMP exam. This PPT will help you understand the difference with examples.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
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➢ WOW K-Music Festival 2023
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➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
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Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
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2. Agenda
Project Portfolio Management
Definition
Portfolio – Program - Project
Portfolio Management and Corporate Governance
Portfolio Management, Strategy and Operations
Portfolio Management Strategy
Portfolio Management Model
Portfolio Management Process
Presentation Title
2
3. SPPM Workshop - Definition
What is Portfolio?
As per PMI – A Portfolio is a collection of Projects or Programs and other work that
are grouped together to facilitate effective management of that work to meet
strategic business objectives. The Projects or Programs of the Portfolio may not
necessarily be interdependent or directly related. These components of a Portfolio
are quantifiable; that is, they can be measured, ranked and prioritized.
As per OGC – An organization’s portfolio is the totality of its investment (or
segment thereof) in the changes required to achieve its strategic objectives.
What is a Portfolio Management
As per PMI – Portfolio Management is the coordinated management of Portfolio
Components to achieve specific organizational objectives.
As per OGC – Portfolio Management is a coordinated collection of strategic
processes and decisions that together enable the most effective balance of
organizational change and BAU.
3
4. Portfolio – Program – Project
Business Strategy: The
approach or line to take,
designed to achieve a longterm aim. Strategies can exist
at different levels in an
organization
Strategy
Portfolio: Overall collection of
the organization’s grouping of
high-level initiatives and their
respective projects.
Portfolio
Program
1
Project
A
Project
B
Source: Gartner
Program
2
Project
C
Project
D
Project
E
Project: A project is a temporary endeavour
undertaken to create a unique product or service.
Projects are temporary (characterized by a definite
beginning and a definite end) and unique (the
product or service is different in some distinguishing
way from all other products or services).
Program: A set of projects
that have a common objective
and interdependencies that
need to be managed. A set of
interrelated and interdependent projects.
Source: Project Management Institute
Source: Project Management Institute
4
5. Portfolio Management and Corporate Governance
Relationships among Portfolio Management and Organizational Governance:
Organizational Governance
Strategic Planning
Management by Projects
Portfolio Management
Program Management
Management of
Operations
Project Management
Process Tools and
Metrics
5
6. Portfolio Management, Strategy and Operations
Relationships among Portfolio and Strategy
The ultimate goal of linking Portfolio management with organizational strategy is to establish a
balanced, executable plan that will help the organization to achieve its goals. The impact of the
portfolio plan upon strategy is attained by the five areas:
Maintain Portfolio Alignment
Allocating Financial Resources
Allocating Human Resources
Measuring component contributions
Strategic Risk Management
Relationship between Portfolio Management and Operations
The day to day functioning of the organization will continue. Portfolio management will impact
multiple functional units in the organization. There may be operational budget constraints
affected by portfolio or vice versa.
6
7. Portfolio Management, Strategy
The framework supports the execution of strategy and drives the alignment between strategy,
operations, and risks
Governance & Risk Management
L
e
a
r
e
r
s
h
i
p
2. Translate the
Strategy
1. Develop the
Strategy
Strategic Plan
3. Align the
Organization
6 Test & Adapt
f
o
r
E
x
e
c
u
t
i
o
n
Risk
4 Plan
Operations
5 Monitor & Learn
Operating/Financial
Plan
C
h
a
n
g
e
M
a
n
a
g
e
m
e
n
t
Process
Execution
Project & Portfolio Management
7
8. Project Portfolio Management Detailed Model
Strategic
Planning
Business Unit
Planning
Pre-Assessment
A
N
Project
N
Portfolio
Management U
A
L
Unapproved
Quarterly
Unapproved
Out of Capacity
New Projects
Screened
In-Progress Projects
On-Hold Projects
Portfolio Screening
Project Scoring
Portfolio Ranking
Portfolio
Simulation
Approved and
not Resourced
Approved
Project
Management
Portfolio
Monitor
Monthly
Cancelled
In-Progress Projects
On-Hold Projects
Post Audit
Complete
8
9. Portfolio Management Process
Portfolio Management Process can be divided in two parts:
As per OGC
Portfolio Definition Processes
Portfolio Delivery Processes
As per PMI
Aligning Process Group
Monitoring and Controlling Process Group
9
12. Portfolio Management Process
Monitoring and Controlling Process Group Management Control
Monitor and Control Portfolio Risks
Review and Report Portfolio Performance
Monitor Business Strategy Changes
12