White Papers and Articles

This page provides a list of some of the best articles and white papers on portfolio management. When possible, a hyperlink is provided (registration may be required, but there is no formal endorsement of any of these sites).

*New*  Practical Portfolio Management: How it Really Works by George Young and Bill Poston, Kalypso

Applying Financial Principles to Your Project Portfolio    by Gaylord Wahl    of Point B

Using Project Portfolio Management to Improve Business Value by Rachel Ciliberti of IBM

Toolkit Best Practices: Program and Portfolio Management Maturity Model    by Lars Mieritz, Donna Fitzgerald, and Matt Light of Gartner

Choosing the Wrong Portfolio of Projects: And What Your Company Can Do About It    by Lee Merkhofer of Lee Merkhofer Consulting

The Aligned Enterprise-Orchestrating the Next Level of Performance by IPS

PM Solutions’ Project Portfolio Management Maturity Model by Jim Pennypacker

Establishing Portfolio Management Governance: Key Components by Michael F. Hanford of IBM

Getting Started With Portfolio Management by Michael F. Hanford of IBM

The Capacity Quadrant-4 Keys to Demystifying Resource Management by Jerry Manas of Planview

The Efficient Frontier Technique for Analyzing Project Portfolio Management by Mike Gruia of UMT

Project Portfolio Management: How to do the Right Projects at the Right Time by Jeff Oltmann of Synergy Professional Services

Portfolio Management Done Right by Todd Datz

 

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