Description

Review the success of performance of your portfolio

Does your organization share project portfolio status with key stakeholders?

Is your organizations project portfolio aligned with its key business objectives?

How well aligned are your projects and resources to strategic business goals?

Will any project have a negative impact on other projects to come?

How many projects are run at the same time in your department?

...Find the answers to these, and more, questions with this Portfolio Governance Toolkit:

Determine the performance of your portfolio.
Achieve the right balance in your portfolio.
Ensure that the transformation goals and objectives support your business strategy.
Gauge the financial value of your information assets.
Communicate the decisions to the rest of your organization.
Decide on the amount of work that can be undertaken by your department.
Align and prioritize your projects.
Align work to your corporate strategies.
Enhance your project/portfolio financial discipline.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Portfolio Governance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Portfolio Governance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Portfolio Governance specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Portfolio Governance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Portfolio Governance improvements can be made.

Examples; 10 of the 996 standard requirements:

Does it provide enough information about the governance of the benefits realization stage for the portfolio management team to approve the post project management environment?
Do you have an effective strategy and governance oversight for mitigating asset transition risk whilst avoiding premature re adjustment of portfolios?
What do you believe to be the keys to success as a manager in terms of performance, transparency, fees, portfolio managers, and governance?
Is there active governance in place to ensure effective trade off decisions so that technical debt is managed actively on an ongoing basis?
What percentage of your organizations application portfolio are you currently incorporating into a unified identity governance approach?
How should individual beneficial owners be responsible owners of the ever shifting portfolio of companies represented in the index fund?
How many individuals are dedicated to investment governance controls and insight full time, part time, external, and internal?
Can investors generally beat the market by concentrating the portfolios on companies that practice good corporate governance?
How well integrated are your IT strategies with business needs & how well is the portfolio of IT investments being managed?
How do institutional investors diversification and portfolio complexities affect corporate governance of portfolio firms?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Portfolio Governance book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your Portfolio Governance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Portfolio Governance Self-Assessment and Scorecard you will develop a clear picture of which Portfolio Governance areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Portfolio Governance Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Portfolio Governance projects with the 62 implementation resources:

62 step-by-step Portfolio Governance Project Management Form Templates covering over 1500 Portfolio Governance project requirements and success criteria:

Examples; 10 of the check box criteria:

Variance Analysis: Budget versus actual. how does the monthly budget compare to actual experience?
Roles and Responsibilities: Are Portfolio Governance project team roles and responsibilities identified and documented?
Procurement Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?
Quality Audit: How does your organization know that its public relations and marketing systems are appropriately effective and constructive?
Probability and Impact Assessment: Is the customer willing to establish rapid communication links with the developer?
Requirements Management Plan: Is there formal agreement on who has authority to request a change in requirements?
Lessons Learned: How well were Portfolio Governance project issues communicated throughout your involvement in the Portfolio Governance project?
Monitoring and Controlling Process Group: How well defined and documented were the Portfolio Governance project management processes you chose to use?
Stakeholder Management Plan: Is the current scope of the Portfolio Governance project substantially different than that originally defined?
Procurement Audit: Could the bidders assess the economic risks the successful bidder would be responsible for, thus limiting the inclusion of extra charges for risk?

Step-by-step and complete Portfolio Governance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Portfolio Governance project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Portfolio Governance project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Portfolio Governance project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Portfolio Governance project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Portfolio Governance project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Portfolio Governance project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Portfolio Governance project with this in-depth Portfolio Governance Toolkit.

In using the Toolkit you will be better able to:

Diagnose Portfolio Governance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Portfolio Governance and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Portfolio Governance investments work better.

This Portfolio Governance All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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Checklists:

Checklists:Portfolio Governance Checklist Report on PORTFOLIO.pdf

Checklists:Portfolio Governance Checklist Report on INFORMATION.pdf

Checklists:Portfolio Governance Checklist Report on ORGANIZATION.pdf

Checklists:Portfolio Governance Checklist Report on INVESTMENT.pdf

Checklists:Portfolio Governance Checklist Report on GOVERNANCE.pdf

Checklists:Portfolio Governance Checklist Report on BUSINESS.pdf

Checklists:Portfolio Governance Checklist Report on PROJECT.pdf

Checklists:Portfolio Governance Checklist Report on WORK.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Portfolio_Governance_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Portfolio Governance Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Portfolio_Governance.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Portfolio Governance Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

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