Building a Portfolio Management Process

Many organizations are realizing the importance of a critical step in the Project and Portfolio Management discipline: Portfolio Planning. For the average business, Portfolio Planning may be a process well beyond their organizational maturity; however, it is a major component that should not be overlooked in order to increase the probability of reaching your objectives.

The structure in which you execute this discipline may indeed vary depending on maturity, but the basic steps can be followed regardless of the complexity of the processes behind them. This presentation discusses the key steps in building a portfolio management process within your organization. The following topics are covered:
– Portfolio Management Overview
– Portfolio Management Process — The Process for the Process
– Essential Steps to Portfolio Management
– Portfolio Management Tools

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