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World Class Operations

Portfolio Management

Establish discipline and visibility around IT's investments and contribution to business goals

Immature or non-existent Portfolio Management causes:

  • Inadequate or conflicted staffing assignments
  • Underestimation of future project/resource requirements
  • Non-standardized expectations around IT resources
  • Improper allocation of IT funding in the annual cycle

A formalized IT Portfolio Management Process results in:

  • Standardized business cases that are aligned with corporate strategy
  • Streamlined process for requesting and allocating IT resources for project work
  • Accurate allocation of staff and resources across various programs
  • Transparent project approval and prioritization procedures

Book A Workshop

Our Portfolio Management Workshop has one goal: provide clear, measurable improvements to your current IT Portfolio Process.

We use the knowledge of your team and our Experienced Analysts to focus on critical performance issues and find cost-effective, high-impact solutions for quick implementation.

View Workshop Outline

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Use the Research

Our Portfolio Management Research is designed to enable you to make yourself World Class. We do this by:

  • Breaking down Portfolio Management into digestible steps
  • Providing actionable instructions to complete each step
  • Provide all the strategy tools and templates you need

We recommend that you do all the modules to start building your Portfolio Management Program.

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Portfolio Management Workshop Outline

Module 1: Improve the Transparency of the IT Portfolio

1.1 Getting Started

1.2 Review Portfolio Strategy and Methodology

1.3 Visualize IT's Current Portfolio
Define Portfolio Management
Definition: What is a project?
Map IT's current portfolio to corporate goals and investment categories
Make the Case for Portfolio Management
Define categories for IT investments
Bring transparency to the categories of investment that dominate the budget
Overview of the Portfolio Management Workshop
Define categories for IT investment benefits