Portfolio Strategy Toolkit

Downloadable Resources, Instant Access
Adding to cart… The item has been added

Formulate Portfolio Strategy: filter and Clean Data by reviewing reports and data from multiple sources, and performance indicators to locate and correct code problems.

More Uses of the Portfolio Strategy Toolkit:

  • Support Portfolio Strategy by analyzing the market performance of current titles, serving as an industry analysis.

  • Manage the Product Roadmap and Project Portfolio on an ongoing basis in line with the Digital strategy, Business KPIs, and Customer Value.

  • Audit Portfolio Strategy: client account managers partner with colleagues in organizational sales and client Portfolio management to form a dedicated service team for each assigned client.

  • Pilot Portfolio Strategy: actively monitor the portfolio companies and help on key strategic projects for portfolio companies.

  • Drive consensus/alignment with stakeholders for Product Portfolio (Product Development, Operations inside and across Business Area).

  • Arrange that your organization oversees the consolidated portfolio estimates, schedules and Resource Requirements provided by the Portfolio Managers, and is ultimately accountable for the successful completion of all IT Projects.

  • Ensure you involve; and a strategy advises clients regarding the inorganic growth, portfolio rationalization, and associated risk profiles that serve as a catalyst for a transaction, restructuring and cost transformation event.

  • Govern Portfolio Strategy: portfolio managers, Product Managers, sales, marketing, legal, compliance and many other departments to manage the various business related functions of the team.

  • Govern Portfolio Strategy: own, direct and collaborate with digital product owners and cross functional partners to deliver a portfolio of critical initiatives, acting as an internal consultant and trusted partner to recommend solutions and go forward approaches.

  • Ensure your project assess product impact by conducting Application Portfolio Gap Analysis, quantitative research into key user behaviors, and Business Process changes in partnership with Product Managers and service owners.

  • Formulate Portfolio Strategy: review package to acknowledge your documents reviewed.

  • Manage Portfolio Strategy: work closely with It Management and functional Business Teams on it deliverables, schedules, resource and costs supporting a portfolio of projects and programs.

  • Guide Portfolio Strategy: centrally capture all Business Requirements across the portfolio in an enterprise tool with traceability of requirements to Test Plans and Test Cases.

  • Ensure you are highly results oriented and want to make a direct impact on your business.

  • Ensure your organization has a dynamic portfolio of operating, expansion and growth projects in the copper industry.

  • Ensure you guide; lead with expertise in Scaled Agile Framework Portfolio management methodology.

  • Ensure your design assess product impact by conducting Application Portfolio Gap Analysis, quantitative research into key user behaviors, and Business Process changes in partnership with Product Managers and service owners.

  • Ensure your enterprise complies; progress proprietary analytics packages, developing innovative methods to visualize portfolio risk while automating away repetitive tasks.

  • Head Portfolio Strategy: work closely with sales colleagues to support Business Review, ensure renewal of annual recurring revenue, and identify and support growth across an assigned portfolio of clients.

  • Manage, align, and mature overall IS portfolio according to the NIST Cybersecurity Framework (CSF).

  • Establish Portfolio Strategy: an online portfolio with Marketing Design samples (digital, UX, and print).

  • Devise Portfolio Strategy: enterprise (organizational project enabling) Process Area Project Portfolio management, Infrastructure Management, lifecycle model management, Human Resource Management, and Quality Management.

  • Establish Portfolio Strategy: Technical Management of enterprise Applications Development is accountable for Portfolio management, Resource Management, and development and delivery of projects.

  • Ensure you compile; lead System Lifecycle management of MES and all outbound application interfaces; develop and lead portfolio of MES solution artifacts throughout the Solution Portfolio lifecycle from the new product definition to end of life.

  • Confirm your project complies; directs, track and monitors portfolio changes in schedules and ensures that the appropriate financial and organizational support is being allocated in support of Group wide goals.

  • Increase the value of the portfolio over the hold period by implementing defined Asset Management strategies and identifying operational efficiencies in coordination with the overall Asset Management and Property Management teams.

  • Oversee the production, stocking and distribution of physical and digital branded materials.

  • Oversee the investment committee to ensure the enterprise wide portfolio of innovation and Growth Initiatives stays on track and delivers against objectives.

  • Coordinate Portfolio Strategy: proactively own and manage a portfolio of accounts, becoming customers trusted advisor by understanding key initiatives, Internal Processes, and desired outcomes.

  • Confirm your planning complies; analytics; establish baseline metrics and analytics, collaborate with Portfolio management and Business Operations and the Leadership Team to track and report all Key Performance Indicators against annual, quarterly and monthly goals.

  • Align the programs operations processes vision and strategy with the Resource Management organization mission.

  • Assure your planning communicates and interfaces openly and frequently with Project Managers, discipline engineers and designers, and Client team members.


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 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 Strategy improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who should receive measurement reports?

  2. How can you measure the performance?

  3. Think about the functions involved in your Portfolio Strategy project, what processes flow from these functions?

  4. How do you gather Portfolio Strategy requirements?

  5. Are the Portfolio Strategy standards challenging?

  6. How do customers see your organization?

  7. How often will data be collected for measures?

  8. Which issues are too important to ignore?

  9. Who is on the team?

  10. Why improve in the first place?

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:

  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 Strategy project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.