Integrate Portfolios to Create Exceptional Customer Value
Bring your project, product, and application portfolios together; bring your teams together.
Onsite Workshop
Without integrating your portfolios, organizations risk:
- Not meeting their objectives due to problems that cross project/application boundaries.
- Not discovering issues with projects and applications until they become much bigger problems.
- Unnecessary cost overruns due to potential duplication of effort.
Managing an integrated portfolio will:
- Provide a holistic view of how to identify, prioritize, organize, and govern IT endeavors.
Module 1: Looking at Your Principles
The Purpose
- Determine your organizational objectives and organizing principle.
Key Benefits Achieved
- A clear understanding of where you need to go as an organization.
- A clear way to enable all parts of your portfolio to come together.
Activities: | Outputs: | |
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1.1 | Determine your organization’s objectives. |
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1.2 | Determine your key stakeholders. |
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1.3 | Define your organizing principle. |
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1.4 | Decompose your organizing principle into its core components. |
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Module 2: Understanding Your Applications
The Purpose
Get a clear view of the applications that contribute to your organization’s objectives.
Key Benefits Achieved
A key element of IT value delivery is its applications. Gaining awareness allows you to evaluate if the right value is being provided.
Activities: | Outputs: | |
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2.1 | Determine your complete list of applications. |
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2.2 | Determine the health of your applications. |
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2.3 | Link your applications to the organization’s core components. |
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Module 3: Understanding Your Projects
The Purpose
Get a clear view of your project portfolio and how it relates to your applications and their organizing principle.
Key Benefits Achieved
An understanding of your project portfolio.
Activities: | Outputs: | |
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3.1 | List all in-flight projects and vital health statistics. |
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3.2 | Map out the key programs and projects in your portfolio to the application’s core components. |
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Module 4: Rolling Out the New Dashboard
The Purpose
- Bring together your application and project portfolios in a new, easy-to-use dashboard with a full rollout plan.
Key Benefits Achieved
- Dashboard available for use
- Roadmap and communication plan to make dashboard implementable and tangible
Activities: | Outputs: | |
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4.1 | Test the dashboard. |
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4.2 | Define your refresh cadence. |
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4.3 | Plan your implementation. |
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4.4 | Develop your communication plan. |
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