DrivE Business Portfolio: plan and manage support for service asset and Configuration Management (SACM) tools and processes.



More Uses of thE Business Portfolio Toolkit:




• Warrant that your organization reports findings and develops Business Cases to influence Executive Management or management committee member/head of business on the need for controls to Mitigate Risk.
  
  

• Assure your organization works directly with business unit clients to understand specific Business Processes and Business Drivers and Business Strategy across multiplE Business units; identifies and communicates resulting needs and opportunities for Business Process improvement that can be enabled via technology.
  
  

• Confirm you account for; lead technical aspects of the delivery of Master Data Management solutions and related components (Data Services and Information Steward), working across business/Technology Teams to ensure alignment between business solution definition and systems architecture for your organization.
  
  

• Assure your business recommends change in operating procedures, hardware standards, and software standards as warranted by new technological change and operating conditions.
  
  

• Steer Business Portfolio: work during your Production environment maintenance hours outside of normal business hours.
  
  

• Be accountable for Vendor Management, conduct regular business review and drive innovation and Continuous Improvement of the services.
  
  

• Identify Business Portfolio: work closely with your organizations Customer Success and sales teams to be fully aligned with thE Business side and customer ecosystem.
  
  

• Ensure you champion; devoted to learning, constantly working to improve your domain expertise and insights into your clients Business Needs to influence markets as a thought leader and maximize the value you deliver.
  
  

• FormulatE Business Portfolio: work closely with the IT Business Analysts and Enterprise Administration to support Strategy, Planning and Governance of technology solutions and investments for business partners.
  
  

• Ensure you lead and coordinate the domain technical and business considerations relative to future architecture direction across the Product Portfolio or product line.
  
  

• Be accountable for ensuring highly available, secure, and compliant infrastructure to cost effectively support all your business critical needs, whether in on premise, cloud/multi cloud, or hybrid deployments.
  
  

• SystematizE Business Portfolio: Management consultants engineering, Business Operations, marketing, and project development.
  
  

• Validate the processes and testing methods leading the initiate with thE Business for conversion, point in time day to day activity and report development for accuracy.
  
  

• Evaluate multi party business models and develop a validation process of the models.
  
  

• Confirm your business prepares employees and work groups to meet future requirements through training and Employee Development activities.
  
  

• Make sure that your planning stays abreast of Emerging Technologies in the hyper automation spectrum that facilitatE Discovery of opportunities where process analysis, optimization and automation add business value.
  
  

• Develop new ways of delivering business value open APIs, Artificial intelligence, Chatbots, Machine Learning, Big Data.
  
  

• Secure that your organization contributes to the implementation of relevant Policies and Procedures facilitating an effective enterprise Business Continuity program aligned with the goals and targets of your organization, thE Business units, and the shareholders.
  
  

• Establish Business Portfolio: financial modelling, Interim Management, operational and business plan.
  
  

• Confirm you champion; lead Cloud Business operational management ensure an effective and consistent lead Cloud Business operating rhythm is communicated, deployed, and adopted throughout the team.
  
  

• Ensure your group complies; partners with managers across your organization to build Business Intelligence and Management Information in support of Business Processes and decisions.
  
  

• Manage work with business analyzing to understand the existing process/workflow (either manual, semi automated) in detail.
  
  

• Make sure that your project provides Business Management with regular program performance status, variances to plan and identification of Corrective Actions, reports on performance to the hierarchical superior for the purpose of appraisal and conducts evaluation at the end of the program.
  
  

• Manage work with it to create, translate and document Business Requirements for Functional Specification, and Test Plans for IT system implementations, enhancements and upgrades.
  
  

• Ensure you assess; lead business leaders to facilitate IT Risk Assessment and Risk Management processes, and work with stakeholders throughout the enterprise on identifying acceptable levels of risk.
  
  

• Assure your organization complies; directs the development and preparation of the Divisions annual business plan and budgeting process; monitors progress against Business Objectives throughout the year.
  
  

• Facilitate the negotiation of the scope of the Configuration Management process in collaboration with CMDB governing structures, process owners, and IT Business stakeholders.
  
  

• Assemble large, complex data sets that meet functional / non functional Business Requirements.
  
  

• InitiatE Business Portfolio: with a focus on Case Management and business Process Management, you can help government departments at every level organize and automate data, tasks, regulations, and interactions in a way that is configured to the specific needs.
  
  

• Ensure that process and financial controls are established and effective in all business unIT Operations to monitor and assure consistent quality performance in production, purchasing, sales, project execution, personnel, and marketing.
  
  

• Steer Business Portfolio: work in partnership with portfolio and program teams to develop content to support communications goals and projects.
  
  

• CoordinatE Business Portfolio: work alongside the direct sales and channel sales team to identify partnership opportunities that help drive partner enabled and influenced customer leads and channel growth.
  
  




 



Save time, empower your teams and effectively upgrade your processes with access to this practical Business Portfolio Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Business Portfolio 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 Business Portfolio specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of thE Business Portfolio 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Business Portfolio improvements can be made.



Examples; 10 of the 999 standard requirements:




1. What are your current levels and trends in key Business Portfolio measures or indicators of product and process performance that are important to and directly serve your customers?
   
   

2. Where do you need to exercise leadership?
   
   

3. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Business Portfolio process, are the records needed as inputs to thE Business Portfolio process available?
   
   

4. Do Quality Systems drive Continuous Improvement?
   
   

5. What system do you use for gathering Business Portfolio information?
   
   

6. Are actual costs in line with budgeted costs?
   
   

7. What are customers monitoring?
   
   

8. Is there a strict Change Management process?
   
   

9. What is the Value Stream Mapping?
   
   

10. In the case of a Business Portfolio project, the criteria for the audit derive from implementation objectives, an audit of a Business Portfolio project involves assessing whether the recommendations outlined for implementation have been met, can you track that any Business Portfolio project is implemented as planned, and is it working?
    
    




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 Business Portfolio book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your Business Portfolio 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 Business Portfolio Self-Assessment and Scorecard you will develop a clear picture of which Business Portfolio 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 Business Portfolio 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 Business Portfolio projects with the 62 implementation resources:




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




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Business Portfolio project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did thE Business Portfolio Project Team have enough people to execute thE Business Portfolio project plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Business Portfolio project plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




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



1.0 Initiating Process Group:




• 1.1 Business Portfolio project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Business Portfolio Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Business Portfolio 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 Business Portfolio 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 Business Portfolio 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 Business Portfolio 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 Business Portfolio project with this in-depth Business Portfolio Toolkit.



In using the Toolkit you will be better able to:




• DiagnosE Business Portfolio 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 Business Portfolio 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 Business Portfolio investments work better.



This Business Portfolio 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.