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The means of project and portfolio management (i.e. processes) shouldn’t eclipse the ends — strategic goals. Root your process in your PPM strategic goals to realize PPM benefits (optimized portfolio value, improved project throughput, increased stakeholder satisfaction, etc.). This phase will take you through the following activities:

  • Set near-term and long-term goals.
  • Draft high-level steps within your target-state processes.
  • Document your process steps, roles, and responsibilities.

Use this phase as part of the full blueprint, Develop a Project Portfolio Management Strategy.

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Develop a Project Portfolio Management Strategy

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