Save time, empower your teams and effectively upgrade your processes with access to this practical Portfolio Strategy Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Portfolio Strategy 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 Strategy specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Portfolio Strategy 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 994 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 Strategy improvements can be made.
Examples; 10 of the 994 standard requirements:
- In what ways does portfolio strategy help in establishing a continuous monitoring and evaluation framework for digital transformation, and what are the key metrics used to measure progress and success?
- What metrics and benchmarks does a portfolio strategy use to compare portfolio performance across different business units or departments, and how do these metrics contribute to improved visibility?
- How does portfolio strategy guide the allocation of resources (e.g., people, budget, technology) for digital transformation initiatives, and what are the key considerations for resource allocation?
- What is the role of portfolio strategy in identifying and addressing the ethical and social implications of digital transformation, and how can it help in developing ethical and social guidelines?
- How does the matrix organization's structure impact the implementation of portfolio management, and what adjustments need to be made to accommodate dual reporting lines and multiple stakeholders?
- How will portfolio management help to align projects and programs with the matrix organization's strategic objectives, and what tools and techniques will be used to facilitate this alignment?
- How does portfolio strategy facilitate the development of partnerships and collaborations with external stakeholders (e.g., suppliers, customers, partners) to support digital transformation?
- How does portfolio strategy facilitate the development of a post-implementation review process for digital transformation initiatives, and what are the key lessons learned from such reviews?
- What benefits does a portfolio strategy provide in terms of identifying and eliminating redundant or duplicate projects and initiatives, and how does this elimination improve visibility?
- Are they able to effectively communicate with stakeholders, including project managers, team members, and senior leadership, to ensure alignment and progress toward strategic objectives?
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 Strategy book in PDF containing 994 requirements, which criteria correspond to the criteria in...
Your Portfolio Strategy 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 Strategy Self-Assessment and Scorecard you will develop a clear picture of which Portfolio Strategy 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 Strategy 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 Strategy projects with the 62 implementation resources:
- 62 step-by-step Portfolio Strategy Project Management Form Templates covering over 1500 Portfolio Strategy project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Are procedures established on how orders will be shipped?
- Scope Management Plan: Is there a scope management plan that includes how Portfolio Strategy project scope will be defined, developed, monitored, validated and controlled?
- Quality Management Plan: How does your organization recruit, hire, and retain new employees?
- Human Resource Management Plan: Have the key elements of a coherent Portfolio Strategy project management strategy been established?
- Source Selection Criteria: Does an evaluation need to include the identification of strengths and weaknesses?
- Lessons Learned: Was the Portfolio Strategy project significantly delayed/hampered by outside dependencies (outside to the Portfolio Strategy project, that is)?
- Planning Process Group: What input will you be required to provide the Portfolio Strategy project team?
- Stakeholder Analysis Matrix: Do recommendations include actions to address any differential distribution of impacts?
- Probability and Impact Assessment: Do the people have the right combinations of skills?
- Activity Duration Estimates: Does a process exist to identify which qualified resources may be attainable?
Step-by-step and complete Portfolio Strategy Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Portfolio Strategy project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Portfolio Strategy 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 Strategy 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 Strategy 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 Strategy 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 Strategy 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 Strategy project with this in-depth Portfolio Strategy Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Portfolio Strategy 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 Strategy 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 Strategy investments work better.
This Portfolio Strategy 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.
