Service Portfolio Management Toolkit

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Influence demand to reduce your excess capacity needs

 

What are the groups of services in Service Portfolio Management process of service strategy phase?

What is the purpose of the Service Portfolio Management process?

Which types of service should be included in the scope of Service Portfolio Management?

How does Service Portfolio Management help?

What Service Portfolio Management methods depict the service portfolio process flow?




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

  • Find out the value of your portfolio.
  • Get more work out of your current resource capacity.
  • Manage demand, IT finance and your service portfolio.
  • Compare your fund performance to your peers.
  • Change the email address or password associated with your account.
  • Make a change to your portfolio, as changing the regular withdrawal amount, or switching between portfolios.
  • Surgically cut the cost of your project work.
  • Influence your organization balance sheet.
  • Prove the business value of it.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Service Portfolio Management 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Service Portfolio Management improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. What is the future of your product/ service portfolio in the base case, and what are the future key success factors, and where do you need to adapt?

  2. Which role in service portfolio management determines and delivers the services that provide value and strategic advantage to the provider?

  3. Do organizations that adopt to SPM technology tend to change the approach to territory and quota management, and if so in what ways?

  4. Does the transformation of manufacturing capabilities translate into some specific changes in the portfolio of services?

  5. Are your service portfolios, governance frameworks and reporting outputs still providing what the business units need?

  6. Is your organization willing to pay more to achieve a level of performance beyond the performance standard?

  7. Are there business factors/models that need to be addressed for technology to better meet business needs?

  8. How does your organization pragmatically implement an effective application portfolio management process?

  9. Should you manage it yourself or rely on a solution offered by a PaaS provider or cloud service provider?

  10. Is the information you are getting from internal audit valuable in providing insights into business risk?


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 Service Portfolio Management book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Issue Log: Can you think of other people who might have concerns or interests?

  2. WBS Dictionary: Changes in the nature of the overhead requirements?

  3. Procurement Management Plan: Is an industry recognized mechanized support tool(s) being used for Service Portfolio Management project scheduling & tracking?

  4. Initiating Process Group: What input will you be required to provide the Service Portfolio Management project team?

  5. Planning Process Group: To what extent are the visions and actions of the partners consistent or divergent with regard to the program?

  6. Procurement Management Plan: Is the assigned Service Portfolio Management project manager a PMP (Certified Service Portfolio Management project manager) and experienced?

  7. Project Scope Statement: Will the qa related information be reported regularly as part of the status reporting mechanisms?

  8. Probability and Impact Matrix: Do requirements put excessive performance constraints on the product?

  9. Earned Value Status: Where is evidence-based earned value in your organization reported?

  10. Duration Estimating Worksheet: Done before proceeding with this activity or what can be done concurrently?

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

1.0 Initiating Process Group:

  • 1.1 Service Portfolio Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Service Portfolio Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Service Portfolio Management 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 Service Portfolio Management 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 Service Portfolio Management 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 Service Portfolio Management 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 Service Portfolio Management project with this in-depth Service Portfolio Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Service Portfolio Management 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 Service Portfolio Management 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 Service Portfolio Management investments work better.

This Service Portfolio Management 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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CONTENTS:


Checklists:


Checklists:Service Portfolio Management Checklist Report on INFORMATION.pdf

Checklists:Service Portfolio Management Checklist Report on PROJECT.pdf

Checklists:Service Portfolio Management Checklist Report on PORTFOLIO.pdf

Checklists:Service Portfolio Management Checklist Report on TIME.pdf

Checklists:Service Portfolio Management Checklist Report on APPLICATION.pdf

Checklists:Service Portfolio Management Checklist Report on PROCESS.pdf

Checklists:Service Portfolio Management Checklist Report on ORGANIZATION.pdf

Checklists:Service Portfolio Management Checklist Report on MANAGEMENT.pdf

Checklists:Service Portfolio Management Checklist Report on DATA.pdf

Checklists:Service Portfolio Management Checklist Report on SERVICE.pdf

Checklists:Service Portfolio Management Checklist Report on BUSINESS.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Service_Portfolio_Management_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Service Portfolio Management 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:Service_Portfolio_Management.pdf

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

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

 

 

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