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Contributors
- David Fortin, Head of Project Management Office, ANDRITZ Inc.
- Chris Roseburg, PMO Manager – Enterprise Technology, Grant County Public School District
- Paul Esterbrooks, Vice President, Wicresoft
- Three anonymous contributors
Your Challenge
- As a CIO you know you should audit your portfolio, but you don’t know where to start.
- There is a lack of portfolio and project visibility.
- Projects are out of scope, over budget, and over schedule.
Our Advice
Critical Insight
- Organizations establish processes and assume people are following them.
- There is a dilution of practices from external influences and rapid turnover rates.
- Many organizations build their processes around existing frameworks. These frameworks are great resources but they’re often missing context and clear links to tools, templates, and fiduciary duty.
Impact and Result
- The best way to get insight into your current state is to get an objective set of observations of your processes.
- Use Info-Tech’s framework to audit your portfolios and projects:
- Triage at a high level to assess the need for an audit by using the Audit Standard Triage Tool to assess your current state and the importance of conducting a deeper audit.
- Complete Info-Tech’s Project Portfolio Audit Tool:
- Validate the inputs.
- Analyze the data.
- Review the findings and create your action plan.
Guided Implementations
This guided implementation is an eight call advisory process.
Guided Implementation #1 - Assess readiness
Call #1 - Discuss current state.
Call #2 - Discuss results of Audit Standard Triage Tool.
Call #3 - Determine whether a more in-depth audit is needed and next steps.
Guided Implementation #2 - Perform project portfolio audit
Call #1 - Discuss audit process.
Call #2 - Discuss results of portfolio and project audit.
Guided Implementation #3 - Establish a plan
Call #1 - Discuss takeaways from the audit.
Call #2 - Discuss action plan.
Call #3 - Review action plan.
Book Your Workshop
Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Portfolio Audit
The Purpose
An audit of your portfolio management practices.
Key Benefits Achieved
Analysis of audit results.
Activities
Outputs
Info-Tech’s Audit Standard/Engagement Context
- Audit Standard and Audit Glossary of Terms
Portfolio Audit
Input Validation
Portfolio Audit Analysis
- Portfolio and Project Audit Tool
Start/Stop/Continue
- Start/Stop/Continue
Module 2: Project Audit
The Purpose
An audit of your project management practices.
Key Benefits Achieved
Analysis of audit results.
Activities
Outputs
Project Audit
Input Validation
Project Audit Analysis
- Portfolio and Project Audit Tool
Start/Stop/Continue
- Start/Stop/Continue
Module 3: Action Plan
The Purpose
Create a plan to start addressing any vulnerabilities.
Key Benefits Achieved
A plan to move forward.
Activities
Outputs
Action Plan
- Audit Timeline Template
Key Takeaways