Portfolio Processes Toolkit

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Organize Portfolio Processes: enterprise software concepts as transactional processing, clustering, high availability and redundancy.

More Uses of the Portfolio Processes Toolkit:

  • Evaluate Portfolio Processes: portfolio with successfully launched client projects on broadcast work, social, and everything in between.

  • Oversee Portfolio Processes: responsibility for portfolio financials, scope, schedule/milestone, resource and Risk Management across multiple projects/work streams e.

  • Pilot Portfolio Processes: effectively coach and support other built for zero portfolio teams to implement and improve the shared learning system to support work.

  • Create, sustain, and optimize the enterprise portfolio planning practices, partnering with federated lean Portfolio management teams on Continuous Improvement.

  • Arrange that your organization analyzes and presents financial, economic, valuation and attribution figures to the Portfolio Managers.

  • Steer Portfolio Processes: partner with external partners, thought leaders and industry experts to develop concepts to inform Product Strategy.

  • Be accountable for establishing that IT standards are used to normalize the product information supporting IT Asset Management.

  • Be accountable for participating in Process Improvement efforts.

  • Ensure your organization supports project estimation and portfolio planning processes, ensuring the Business Process Management engagement is properly accounted for and estimated for projects.

  • Direct Portfolio Processes: portfolio of ux and design projects that showcases thinking and process from project conception to completion (personas, Journey Maps, low to high fidelity prototypes).

  • Confirm your corporation complies; champions, through Program Management, a portfolio of strategic growth and productivity oriented projects, partnering with leadership and Project Teams to ensure timely and successful delivery.

  • Provide insights to the Portfolio management team on key activities at properties and important decisions needed to drive performance.

  • Be accountable for working closely with the Application Portfolio leaders, drive and facilitates effective collaboration and communications between the IT Organization and thE Business Communities.

  • Warrant that your organization complies; designs, create, tests and maintains a portfolio of dashboards, reports, and scorecards.

  • Ensure you integrate; lead and maintain the corporate Portfolio management process and projects focused on value creation and growth through Resource Allocation, business creation, and M And A.

  • Drive Portfolio Processes: own and drive Product Portfolio management, product operation, and product lifecycle design activities.

  • Ensure you suggest; lead with extensive knowledge and expertise in Project And Portfolio management methodologies and tools.

  • Organize organizations marketing web portfolio content and structure for usability and search engine optimization.

  • Initiate Portfolio Processes: portfolio and Data Analytics analyzing and monitoring portfolio risk and performance, Risk Modeling, trend assessment, and auto decision modeling.

  • Secure that your group complies; as your organization grows, Project And Portfolio management continues to evolve.

  • Control Portfolio Processes: Adobe portfolio documents are not viewable by your organizations staffing offices.

  • Develop large distributed Software Applications for service portfolio Develop software solutions for highly available/mission critical software integrated into Enterprise Systems Interact with teams of engineers and end users from multiple disciplines.

  • Ensure your strategy develops appropriate portfolio metrics and reporting that can track performance across programs and engagements.

  • Systematize Portfolio Processes: together with pmo and Portfolio management leads, continually evaluate new technology and reporting capabilities to meet evolving Business Planning needs.

  • Drive Continuous Improvement and on going development of the Portfolio Program Delivery team based on the agreed upon Operating model.

  • Audit Portfolio Processes: proactively communicate with portfolio managers with respect to news, order instructions, corporate actions and changing market conditions.

  • Formulate Portfolio Processes: Project And Portfolio management implementation.

  • Be accountable for participating in a diverse Agile Scrum team supporting team deliverables across the entire Client Virtualization Engineering portfolio of services (Citrix application and desktop publishing, Server Security, analytics, automation, transition to cloud, etc).

  • Ensure you assess; recommend alternatives on migrating the Application Portfolio to best align with Business Needs and to optimize maintainability and performance.

  • Be accountable for managing a portfolio of partners and technical implementations and integrations of TCP products and solutions.

  • Promote processes and communication that encourage organizational cultural competence and inclusion.

  • Standardize Portfolio Processes: monitor and resolve issues with Data Replication.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Portfolio Processes 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 Portfolio Processes improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who makes the Portfolio Processes decisions in your organization?

  2. Do Portfolio Processes benefits exceed costs?

  3. Is the scope of Portfolio Processes cost analysis cost-effective?

  4. How do you define collaboration and team output?

  5. Are there Portfolio Processes problems defined?

  6. Can you do Portfolio Processes without complex (expensive) analysis?

  7. How do you improve productivity?

  8. How are consistent Portfolio Processes definitions important?

  9. Who should make the Portfolio Processes decisions?

  10. How widespread is its use?

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

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

  • 62 step-by-step Portfolio Processes Project Management Form Templates covering over 1500 Portfolio Processes 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 Portfolio Processes project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Portfolio Processes Project Team have enough people to execute the Portfolio Processes 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 Portfolio Processes 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 Portfolio Processes Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Portfolio Processes 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 Processes 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 Processes 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 Processes 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 Processes project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Portfolio Processes 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 Processes 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 Processes investments work better.

This Portfolio Processes 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.