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.

Also In

Maintain an Organized Portfolio

Align portfolio management practices with COBIT (APO05: Manage Portfolio).

Solution Set Steps

  1. Start here – read the Executive Brief
  2. Assess the current state of the portfolio and PPM processes
    • Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes
  3. Enhance portfolio organization through improved PPM criteria and processes
  4. Implement improved portfolio management practices


Get Access

Get Instant Access
To unlock the full content, please fill out our simple form and receive instant access.