Save time, empower your teams and effectively upgrade your processes with access to this practical Portfolio optimization Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Portfolio optimization related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Portfolio optimization specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Portfolio optimization Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Portfolio optimization improvements can be made.

Examples; 10 of the standard requirements:

  1. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Portfolio optimization?

  2. Is a solution implementation plan established, including schedule/work breakdown structure, resources, risk management plan, cost/budget, and control plan?

  3. Will any special training be provided for results interpretation?

  4. Have all of the relationships been defined properly?

  5. Will We Aggregate Measures across Priorities?

  6. What is an unallowable cost?

  7. How will we build a 100-year startup?

  8. Is Portfolio optimization linked to key stakeholder goals and objectives?

  9. Explorations of the frontiers of Portfolio optimization will help you build influence, improve Portfolio optimization, optimize decision making, and sustain change

  10. Who uses our product in ways we never expected?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Portfolio optimization book in PDF containing requirements, which criteria correspond to the criteria in…

Your Portfolio optimization self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Portfolio optimization Self-Assessment and Scorecard you will develop a clear picture of which Portfolio optimization areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Portfolio optimization Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Portfolio optimization projects with the 62 implementation resources:

  • 62 step-by-step Portfolio optimization Project Management Form Templates covering over 6000 Portfolio optimization project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Is there no evidence that the consultants participating in the Portfolio optimization project design released information to contractors competing for the prime contract?
  2. Variance Analysis: Wbs elements contractually specified for reporting of status to the organization (lowest level only)?
  3. Initiating Process Group: For technology Portfolio optimization projects only: Are all production support stakeholders (Business unit, technical support, & user) prepared for implementation with appropriate contingency plans?
  4. Project Management Plan: Is the appropriate plan selected based on the organizations objectives and evaluation criteria expressed in Principles and Guidelines policies?
  5. Monitoring and Controlling Process Group: Is the verbiage used appropriate and understandable?
  6. Roles and Responsibilities: Are governance roles and responsibilities documented?
  7. Risk Audit: Have risks been discussed with an insurance broker or provider and suitable insurance cover been arranged?
  8. Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the Portfolio optimization project?
  9. Stakeholder Management Plan: Is the assigned Portfolio optimization project manager a PMP (Certified Portfolio optimization project manager) and experienced?
  10. Risk Audit: Is the customer willing to establish rapid communication links with the developer?

 
Step-by-step and complete Portfolio optimization Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Portfolio optimization project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Portfolio optimization project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Portfolio optimization project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Portfolio optimization project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Portfolio optimization project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Portfolio optimization project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Portfolio optimization project with this in-depth Portfolio optimization Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Portfolio optimization projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Portfolio optimization and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Portfolio optimization investments work better.

This Portfolio optimization All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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