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 996 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 996 standard requirements:
- How do you deliver service to your existing clients, earn new relationships, and manage your portfolios while keeping your overhead and margins intact?
- Which role in service portfolio management determines and delivers the services that provide value and strategic advantage to the provider?
- How quickly do you establish the contractual basis with new technology service providers to access the service portfolio?
- What is the most appropriate level of autonomy for a purchaser to guarantee efficiency, quality and equity?
- Is your organization willing to pay more to achieve a level of performance beyond the performance standard?
- How will enterprises assure that IT governance decisions are aligned with enterprise strategic imperatives?
- How many total employees does your organization have to service the public sector marketplace exclusively?
- Does your organization have the capacity to calculate overall portfolio performance relative to benchmark?
- How does your organization pragmatically implement an effective application portfolio management process?
- How does your organization communicate customer needs, preferences, requirements with upstream suppliers?
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 996 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:
- Planning Process Group: Are the necessary foundations in place to ensure the sustainability of the results of the Service Portfolio Management project?
- Cost Management Plan: What is your organizations history in doing similar tasks?
- Quality Metrics: How do you communicate results and findings to upper management?
- Project or Phase Close-Out: What process was planned for managing issues/risks?
- Procurement Management Plan: Is the Service Portfolio Management project sponsor clearly communicating the business case or rationale for why this Service Portfolio Management project is needed?
- Work Breakdown Structure: What is the probability of completing the Service Portfolio Management project in less that xx days?
- Schedule Management Plan: Is there general agreement & acceptance of the current status and progress of the Service Portfolio Management project?
- Team Operating Agreement: Do team members need to frequently communicate as a full group to make timely decisions?
- Initiating Process Group: How is each deliverable reviewed, verified, and validated?
- Procurement Audit: Is the purchasing department consulted on favorable purchasing opportunities, economic ordering quantities, and revision of purchasing specifications?
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.
