Framework for Defining Portfolio Management Standards PPT

This PPT slide, part of the 67-slide Strategic Portfolio Management PowerPoint presentation, titled "Establishing Portfolio Standards" outlines a structured approach to portfolio management, emphasizing the importance of defined standards across various processes. It is segmented into 4 key phases: Categorization, Elaboration, Evaluation, and Selection. Each phase is designed to enhance the decision-making process regarding project portfolios.

In the Categorization phase, new data is organized based on ideas, descriptions, sources, priorities, subjects, and imperatives. This foundational step ensures that all potential projects are systematically classified, which aids in clarity and focus. The Elaboration phase expands on these categories, assessing the benefits, revenue potential, costs, risks, and alignment with strategic goals. This detailed examination allows for a deeper understanding of each project’s value proposition.

Moving to the Evaluation phase, the slide highlights the need for financial assessments, including metrics like NPV and ROI, alongside key performance indicators. This quantitative analysis is crucial for determining the viability of projects within the portfolio. The final phase, Selection, focuses on the outcomes of the evaluation process, detailing approved projects, those that have been canceled or postponed, and unapproved projects. It also emphasizes the importance of understanding portfolio financials, ensuring that resource allocation aligns with strategic objectives.

Overall, this slide serves as a comprehensive guide for organizations looking to implement rigorous standards in their portfolio management processes. By following these structured phases, executives can make informed decisions that drive organizational success and optimize resource utilization.

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Portfolio Strategy Value Proposition Key Performance Indicators Portfolio Management