Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes


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In order to maintain an organized portfolio, portfolio managers must have clear insight into what is actually in the current portfolio and must be able to assess to what degree this portfolio mix is aligned to the organization's goals and to what extent it falls within (or beyond) the organization's financial and human resource capacity. This phase will take you through the following activities:

  • Assess the current state of the portfolio mix.
  • Assess the current state of PPM processes.
  • Establish a roadmap to align PPM processes with COBIT (APO05).

Use this phase as part of the full blueprint, Maintain an Organized Portfolio.

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