Portfolio Management Maturity Assessment (PowerPoint PPTX)

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

This Portfolio Management Maturity Assessment PPT provides a comprehensive framework for evaluating your organization's portfolio management capabilities. It includes detailed definitions of key concepts, such as what constitutes a portfolio and the principles of portfolio management. The document outlines the Portfolio Management Cycles, emphasizing the importance of doing the right things and doing things the right way. Assessment criteria are meticulously detailed, with specific Key Performance Indicators (KPIs) for each principle and practice. The Maturity Dashboard offers a clear visual representation of assessment results, making it easier to identify areas for improvement. This tool is essential for organizations aiming to achieve strategic alignment and effective governance in their portfolio management practices.