Save time, empower your teams and effectively upgrade your processes with access to this practical Portfolio Management Techniques Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Portfolio Management Techniques 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 Management Techniques specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Portfolio Management Techniques 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 990 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 Management Techniques improvements can be made.
Examples; 10 of the 990 standard requirements:
- Is the ideal organization of the diversity charters supposed to align all its economic activities, investment decisions or portfolio management activities to broader extra financial criteria?
- What can be done about the troubled intermediaries in terms of portfolio restructuring, reduction in costs, improvement in operating systems, change in management, recapitalization, etc?
- Does your organization use systems / software for business functions as accounting, portfolio monitoring / management, trade order management, administration and risk?
- Are there any new products in your portfolio that can be partially or even whole 3D printed to help go to market faster or with greater latitude for customization?
- Does the summary provide the rating departments and financial advisors with statistics to more effectively evaluate portfolio characteristics performance?
- How do you deliver service to your existing clients, earn new relationships, and manage your portfolios while keeping your overhead and margins intact?
- Do you have an effective strategy and governance oversight for mitigating asset transition risk whilst avoiding premature re adjustment of portfolios?
- How should institutional investors investigate the integrity and competence of management of the private equity organization and portfolio companies?
- 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?
- What should be your future business portfolio and which low performing assets or parts of the business will no longer serve you in the new reality?
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 Management Techniques book in PDF containing 990 requirements, which criteria correspond to the criteria in...
Your Portfolio Management Techniques 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 Management Techniques Self-Assessment and Scorecard you will develop a clear picture of which Portfolio Management Techniques 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 Management Techniques 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 Management Techniques projects with the 62 implementation resources:
- 62 step-by-step Portfolio Management Techniques Project Management Form Templates covering over 1500 Portfolio Management Techniques project requirements and success criteria:
Examples; 10 of the check box criteria:
- Variance Analysis: Are there changes in the overhead pool and/or organization structures?
- Procurement Audit: Are procurement processes well organized and documented?
- Variance Analysis: Are estimates of costs at completion generated in a rational, consistent manner?
- Project Charter: Success determination factors: how will the success of the Portfolio Management Techniques project be determined from the customers perspective?
- Variance Analysis: Are records maintained to show how undistributed budgets are controlled?
- Scope Management Plan: Are Portfolio Management Techniques project team members involved in detailed estimating and scheduling?
- Schedule Management Plan: Have the key elements of a coherent Portfolio Management Techniques project management strategy been established?
- Risk Audit: Do you have written and signed agreements/contracts in place for each paid staff member?
- Project Performance Report: To what degree are the tasks requirements reflected in the flow and storage of information?
- Project Management Plan: How can you best help your organization to develop consistent practices in Portfolio Management Techniques project management planning stages?
Step-by-step and complete Portfolio Management Techniques Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Portfolio Management Techniques project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Portfolio Management Techniques 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 Management Techniques 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 Management Techniques 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 Management Techniques 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 Management Techniques 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 Management Techniques project with this in-depth Portfolio Management Techniques Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Portfolio Management Techniques 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 Management Techniques 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 Management Techniques investments work better.
This Portfolio Management Techniques 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.
