Technology Portfolio Toolkit

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Head Technology Portfolio: security Operations Center (soc) analysts work with a team to identify, investigate, and respond to your customers cybersecurity threats.

More Uses of the Technology Portfolio Toolkit:

  • Ensure effective stakeholder communications, Change Management, reporting and monitoring for the Technology Portfolio.

  • Oversee Technology Portfolio: proactively monitors Industry Trends and identifies opportunities to improve the Integration Technology Portfolio.

  • Ensure you overhaul; lead synchronization of Digital Capabilities and technology stacks cross business units to support the Digital Business strategy and optimize your Enterprise Technology Portfolio.

  • Contribute toward the vision, and implement and continually refine key IT Capabilities related to IT Strategy, Enterprise Technology Portfolio Governance, Workforce Planning, and Performance Management.

  • Supervise Technology Portfolio: work alongside talented colleagues and clients to perform Project Portfolio management assessments, tool sections, solution implementations, and enable increased transparency and efficiency into the Technology Portfolio.

  • Ensure you challenge; build User Stories surrounding your end user interactions and engagements with technology to identify areas of improvement regarding IT support for your new and existing users.

  • Be a security resource for Business Partners and Information Technology peers to provide guidance on Information security policies, Best Practices and technologies.

  • Confirm your organization leads technology Improvement Projects, coordinates technology management in support of new systems and ensures smooth upgrades of existing systems.

  • Standardize Technology Portfolio: monitor web Market Trends and technology developments to ensure organization sites stay current in functionality and performance.

  • Establish that your operation participates in creating, updating, and applying internal/Industry Standards and technology in a specialized area of expertise.

  • Arrange that your organization clients draw upon your deep industry expertise, program and Change Management capabilities and analytical objectivity to help improvE Business productivity, DRIVE Technology enabled Business Transformation and increase Shareholder Value.

  • Ensure your organization covers the whole Development Cycle and offers a choice of Service Levels, from technology consulting to full blown project outsourcing.

  • Adhere to Software Development Life Cycle (SDLC) and technology architecture requirements; proactively identify alternatives and recommend/implement solutions as appropriate.

  • Manage work with Information Technology groups to develop, design and implement hardware and software solution to meet Business Requirements.

  • Collaborate with business and technology leaders to ensure the successful remediation of identified security weaknesses.

  • Maintain awareness of developments with markets, regulations, trading technology and other issues relevant to the relevant markets.

  • Ensure your organization interacts with technology focused teams and Business Stakeholders to understand risks to Critical Infrastructure and data by defining potential Business Impact with the responsibility to apply effective mitigation strategies.

  • Ensure you specialize; lead process characterization, lead process Scale Up, lead Process Technology transfer, lead process troubleshooting, lead Process Optimization, continuous lead Process Improvement, and lead process or equipment validation.

  • Look for innovation and creativity in technology design with focus on cloud based infrastructure and applications.

  • Devise Technology Portfolio: work closely with the Markets organization to foster business collaboration, organic growth across businesses and engages in Strategic Planning for the sub markets.

  • Evaluate technology solution privacy, confidentially, and Security Controls for compliance with organization, regulatory, and legal requirements.

  • Ensure you classify; lead strategy for technology changes in your organization.

  • Be accountable for preventing and detecting fraud is all about identifying potential risks using existing trends and Emerging Technology to accelerate intelligent Decision Making and build more efficient finance functions.

  • Oversee and align Human Resource and Technology strategies with all departments and the Board.

  • DRIVE Technology Portfolio: experimentation to support new Product Development, Process Improvements, raw material optimizations, technology optimizations, and non conforming product investigations.

  • Perform research related to improving, expanding, and replacing core technology capabilities.

  • Provide potential technology use and enhancements to the enterprise as architecture and Integration Technology changes occur in the industry.

  • Contribute to the further development and maturity of Information Technology processes, tools, and methodology through Innovation And Continuous Improvement.

  • Ensure your organization partners effectively with other UX disciplines, Business Line clients, product and Channel Management, marketing, analytics, delivery PMO, Information Technology and other teams to strengthen relationships and understand thE Business while delivering solid research.

  • Maintain and verify documentation on all organization wide and appropriate departmental Information Technology policies/procedures.

  • Confirm your organization serves as Project Portfolio management collecting and distributing data for reviewing, assessing, and managing projects to ensure that expected contributions to the portfolio and intended business benefits are met.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What causes investor action?

  2. Who is gathering Technology Portfolio information?

  3. How is the way you as the leader think and process information affecting your organizational culture?

  4. How can you improve performance?

  5. Who qualifies to gain access to data?

  6. Who are the Key Stakeholders for the Technology Portfolio evaluation?

  7. What Technology Portfolio requirements should be gathered?

  8. Who makes the Technology Portfolio decisions in your organization?

  9. What is your cost benefit analysis?

  10. Is the solution technically practical?

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

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

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

  4. Closing Process Group: Did the Technology Portfolio Project Team have enough people to execute the Technology Portfolio 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 Technology Portfolio 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 Technology Portfolio 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 Technology Portfolio 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 Technology Portfolio project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Technology Portfolio 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 Technology Portfolio 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 Technology Portfolio investments work better.

This Technology Portfolio 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.