Portfolio Management

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


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Your Challenge

  • 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

Onsite Workshop

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.

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.

Module 1: Improve the Transparency of the IT Portfolio

The Purpose

  • Understand the business case behind Portfolio Management.
  • Identify which categorizations make your IT portfolio easier to understand.
  • Understand how your IT portfolio is aligned with different departments, regions, strategic goals, etc.

Key Benefits Achieved

  • Identify sub-optimal alignment with strategic goals, operational goals, department goals, etc.
  • Improve the alignment with key tangible and intangible benefits.



Getting Started

  • Tailored workshop agenda and calendar


Review Portfolio Strategy and Methodology

  • Project Categorizations


Visualize IT's Current Portfolio

  • Categorized breakdown of Portfolio

Included Resources

Word icon 30x30 SOP Template
Excel icon 30x30 Portfolio Organizer

Powerpoint icon 30x30 Improve the Transparency of the IT Portfolio

Module 2: Improve IT Portfolio Impact and Alignment

The Purpose

  • Understand the contrast between current and target IT funding allocations.
  • Identify which strategic goals, operational goals, or departments need more funding.
  • Learn how to communicate the required changes to key stakeholders.

Key Benefits Achieved

  • Identify specific areas that are under funded and over funded, along with any net funding shortfall.
  • Communicate the data-driven analysis and recommendations to decision makers.



Analyze Current vs. Target Portfolio

  • Target vs. Actual Visualizations


Close the Gaps

  • Change Recommendations

Included Resources

Powerpoint icon 30x30 Improve IT Portfolio Impact and Alignment

Module 3: Optimize the Project Intake and Approvals Process

The Purpose

  • Identify the most effective way to receive new IT funding requests in your organization.
  • Understand why formalized business cases can streamline the intake process.
  • Learn how to assess and compare IT funding requests.
  • Learn how to formalize the approvals process.

Key Benefits Achieved

  • Clarify and simplify the project intake process for business units.
  • Streamline the entire intake process for efficiency, consistency, and visibility.
  • Assess the viability of IT funding requests based on their own merits and the overall level of available funding.



Formalize the Project Intake Process

  • Documented Intake Process


Right-size the Business Case process, template

  • Business Case Template


Define the Business Case assessment process

  • IT Business Case scorecard


Formalize Project Approvals

  • Documented approvals process

Included Resources

Word icon 30x30 Comprehensive Business Case Template
Word icon 30x30 Fast Track Business Case Template

Powerpoint icon 30x30 Optimize the Project Intake and Approvals Process

Module 4: Monitor Portfolio Performance & Stakeholder Satisfaction

The Purpose

  • Identify key process and communication issues as described by stakeholders.
  • Learn how to simplify the process of tracking portfolio progress.
  • Understand how to best communicate the need for policy and process changes.

Key Benefits Achieved

  • Demonstrate any needed changes based on input from stakeholders.
  • Assign and refine the portfolio tracking process to ensure visibility.
  • Prepare stakeholders for the process and policy changes resulting from the workshop.



Interview Stakeholders

  • Detailed interview findings


Measure and Track the Portfolio

  • Policy and Procedure for reporting


Communicate to Stakeholders

  • Stakeholder Communication Plan

Included Resources

Powerpoint icon 30x30 Change Communication Plan Template
Powerpoint icon 30x30 Monitor Portfolio Performance & Stakeholder Satisfaction

Module 5: Review SOP and Debrief

The Purpose

  • Understand the outcomes of the workshop.
  • Understand the remaining requirements requiring follow-up.

Key Benefits Achieved

  • Communicate the findings and decisions from the workshop to key stakeholders.
  • Forecast the remaining follow-up items and schedule key touch points for monitoring the success of the program.



Review Final SOP

  • Finalized SOP


Conduct Workshop Debrief

  • List of outstanding requirements

Included Resources

Powerpoint icon 30x30 Review SOP and Debrief

Search Code: 58872
Published: June 28, 2013
Last Revised: June 29, 2013