Which projects should our organization invest in?
How can we optimize our organization′s capacity?
How well are we executing the PPM process?
Can our organization absorb all the changes that our PPM plan requires?
Are we achieving all the expected benefits?
The authors are all members of the Enterprise Portfolio Management Council, a group of senior portfolio management executives dedicated to helping organizations develop their own portfolio management capabilities. Now you can benefit from their collective wisdom and experience, and duplicate their successful results within your own organization.
Why We Created the EPMC.
Why We Wrote the Book.
About the Authors.
About the EPMC.
Part I Introduction.
1 What is Project Portfolio Management?
The Five Questions in Brief.
Project Portfolio Management Defined.
The PPM Players and Roadmap.
The PPM Process Views.
A Few More Questions to Get the Mental Synapses Firing.
Part II Project Portfolio Management: A Story.
10 Years Ago . . ..
Present Day . . ..
Later that afternoon . . ..
3 Are We Investing in the Right Things?
EPMC Working Document on Portfolio Investment.
4 Are We Optimizing Our Capacity?
Demand–Side Resource Management.
Supply–Side Resource Management.
EPMC Working Document on Portfolio Resource.
5 How Well Are We Executing?
6 Can We Absorb All the Changes?
Types of Change.
Modeling the Impact of Change.
Controlling the Impact of Change.
EPMC Working Document on Enterprise Change Management.
7 Are We Realizing the Promised Benefits?
Key 1: Ensuring All Benefits Claimed Are Robust and Realizable.
Key 2: Capturing All Value Created.
Key 3: Moving beyond Benefits Realization to Value Creation.
EPMC Working Document on Benefits Realization.
Part III Operating Considerations.
8 The PPM Process.
The Project Proposal.
Project Proposal Approval.
The Business Case and Project Management Plan.
Project Execution and Review.
9 Setting the Foundation for Success.
The Business Case Foundation.
The Benefits of PPM.
The People Foundation.
The Process Foundation.
The Technology Foundation.
Tying It All Together: People, Process, Technology.
10 PPM Design.
PPM s Seven Ps.
Source of Data and Information Related to Decision Criteria.
Scoring Projects and Portfolio.
Weighting Decision Criteria.
Drawing The Line in the Portfolio.
Link to the Business Case.
Link to the Portfolio.
A Few Parting Thoughts.
11 Implementing PPM.
Executive Steering Committee.
Governance Board (Decision Review Board).
Project Management Office.
Project Management Standards Committee.
12 Maintaining PPM.
Dashboards and Metrics: The Visuals.
Meetings: Keeping the Process Going.
Communication: Making Sure Everyone Is on the Same Page.
Maturity Models: Where Do You and Your Organization Stand?
Resource Management: Getting Your Arms around the Organization.
Keeping Up the Momentum.
Dedicating Resources to Running the PMO.
Part IV The Story: Nine Months Later.
13 Bringing It All Together.
San Retna has spent over twenty years deploying and operating project, program, and portfolio management capabilities. He is the Vice President of IT Effectiveness at Safeway, Inc. As a thought leader, he has been profiled in numerous publications including CFO magazine, CIO magazine, Computerworld, and PM Network. Case studies of successes have also been published by Gartner, Corporate Executive Board, and the Project Management Institute.