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.

This slide is part of the Strategic Portfolio Management PowerPoint presentation.

This toolkit is created by trained McKinsey, BCG, and Porsche Consulting consultants and is the same used by MBB, Big 4, and Fortune 100 companies when performing Portfolio Management Initiatives.

Download the Full Presentation

EXPLORE MORE SLIDES FROM THIS PRESENTATION

EXPLORE MORE PRESENTATIONS ON

Portfolio Strategy Value Proposition Key Performance Indicators Portfolio Management

Are you familiar with Flevy? We are you shortcut to immediate value.

Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations

Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.

Flevy is the world's largest knowledge base of best practices.

Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.

Read Customer Testimonials

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so

... [read more]

– Omar Hernán Montes Parra, CEO at Quantum SFE

"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC

"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for

... [read more]

– Jim Schoen, Principal at FRC Group

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"Flevy.com has proven to be an invaluable resource library to our Independent Management Consultancy, supporting and enabling us to better serve our enterprise clients.

The value derived from our [FlevyPro] subscription in terms of the business it has helped to gain far exceeds the investment made, making a subscription a no-brainer for any growing consultancy – or in-house strategy team."

– Dean Carlton, Chief Transformation Officer, Global Village Transformations Pty Ltd.

"Last Sunday morning, I was diligently working on an important presentation for a client and found myself in need of additional content and suitable templates for various types of graphics. Flevy.com proved to be a treasure trove for both content and design at a reasonable price, considering the time I

... [read more]

– M. E., Chief Commercial Officer, International Logistics Service Provider