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  1. Benchmark Maturity Levels
  2. Engaging Stakeholders
  3. Highlight key areas for improvement


Use this Portfolio Management Maturity Assessment template to assess how well your organisation manages it's Business Change portfolio.
Create a baseline from which to drive continuous year on year improvement. Target specific areas where there's a real need for attention
34 slides, fully customisable, includes example Key Performance Indicators (KPI) that you can change to suit the nature of your business.
Based on the industry recognised MoP framework.
Areas focused on are Senior Management Commitment (vital for an Business Change team), Stakeholder Engagement, Strategic Alignment, Governance, Portfolio Office, Change Categorisation & Prioritisation, Benefits Management, Risk Management, Financial Management and Resource Management

In using this document, it's important to embrace the fact that very rarely does an organisation need to excel in every area. An 'Aspirational Level' should be set for each of the Principles and Practices shown in this document. It is vital that all key stakeholders across the business are involved in the discussion that culminates in these aspirations being set.

Once aspirational levels have been agreed, the maturity assessment can begin. Inevitably, when conducted for the first time, the assessment may not paint a too favourable picture of the management of the Portfolio. Do not be down-hearted, this is very common. Also, do not be lured into the temptation of trying to improve everything at one. Target some quick wins to build confidence, and again, include the key stakeholder when deciding what areas to tackle next

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Portfolio Management Maturity Assessment

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File Type: PowerPoint (pptx)

File Size: 376.6 KB

Number of Slides: 34 (includes cover, transition slides)

Related Topic(s): Maturity Model Portfolio Strategy

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Initial upload date (first version): Aug 18, 2020
Most recent version published: Aug 20, 2020

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