General Archives - ppmexecution.com https://ppmexecution.com/category/general/ A portfolio management knowledge (PPM) center promoting strategic leadership for strategic execution through project portfolio management Wed, 27 May 2020 05:42:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 Know The Difference Between Work Intake Versus Stage-Gate https://ppmexecution.com/intake-versus-stage-gate/ https://ppmexecution.com/intake-versus-stage-gate/#comments Sun, 01 Apr 2018 00:53:40 +0000 http://ppmexecution.com/?p=836 [activecampaign form=9]What is the difference between a work intake process and a Stage-Gate process? This is important to distinguish, especially for newer PMO’s that are setting up portfolio management processes. Work Intake The work intake process refers to the steps of developing a project proposal and bringing it to the governance board (or PMO) for […]

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]]> https://ppmexecution.com/intake-versus-stage-gate/feed/ 1 Portfolio Reports – Part 2 https://ppmexecution.com/portfolio-reports-part-2/ https://ppmexecution.com/portfolio-reports-part-2/#respond Mon, 21 Dec 2015 04:58:01 +0000 http://ppmexecution.com/?p=734 In the previous post, we reviewed very basic portfolio reports that can easily generated with initial data. In this post we will continue examining portfolio reports with an emphasis on intermediate level reporting. Pareto Chart (Financial Contribution) All companies should have a breakdown of project cost, but not all companies capture project value. For those […]

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]]> https://ppmexecution.com/portfolio-reports-part-2/feed/ 0 Portfolio Reporting Part 1 https://ppmexecution.com/portfolio-reporting-part-1/ https://ppmexecution.com/portfolio-reporting-part-1/#comments Mon, 30 Nov 2015 01:44:04 +0000 http://ppmexecution.com/?p=729 In a previous post, I wrote that from a very pragmatic point of view, getting the right data to leadership at the right time is at the heart of good project portfolio management. If the right data is not available for decision makers to use, the issue will be mediocre results at best. In actuality, […]

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]]> https://ppmexecution.com/portfolio-reporting-part-1/feed/ 2 Resource Management and Capacity Planning Handbook https://ppmexecution.com/resource-management-and-capacity-planning-handbook/ https://ppmexecution.com/resource-management-and-capacity-planning-handbook/#respond Fri, 13 Mar 2015 06:57:51 +0000 http://ppmexecution.com/?p=683 Book Review The Resource Management and Capacity Planning Handbook by Jerry Manas is the authoritative source for any organization wanting to improve its resource management practices in the context of portfolio management.  The opening chapter does a great job of providing basic context of resource management and capacity planning and strongly leverages a benchmark study […]

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]]> https://ppmexecution.com/resource-management-and-capacity-planning-handbook/feed/ 0 Communicate Portfolio Value https://ppmexecution.com/communicate-portfolio-value/ https://ppmexecution.com/communicate-portfolio-value/#respond Mon, 26 Jan 2015 06:09:47 +0000 http://ppmexecution.com/?p=668 I recently finished a project helping a CPG organization within a large retail company implement a product portfolio management process. The company as a whole tends to avoid developing business processes, but this CPG organization recognized the need for greater process discipline around its product pipeline and work in-take. Any endeavor to implement portfolio management can […]

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]]> https://ppmexecution.com/communicate-portfolio-value/feed/ 0 Portfolio Review Meetings https://ppmexecution.com/portfolio-review-meetings/ https://ppmexecution.com/portfolio-review-meetings/#comments Mon, 24 Nov 2014 06:45:42 +0000 http://ppmexecution.com/?p=656 [activecampaign form=9] Portfolio Review Meetings Portfolio review meetings are a great way to review and assess the entire project portfolio with the governance team. Unfortunately in practice, these meetings can be overwhelming, time consuming, and unproductive. There are many ways to conduct a portfolio review meeting, but one of the key questions of the governance […]

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]]> https://ppmexecution.com/portfolio-review-meetings/feed/ 3 Increase the Value of PPM Systems https://ppmexecution.com/increase-the-value-of-ppm-systems/ https://ppmexecution.com/increase-the-value-of-ppm-systems/#respond Tue, 30 Sep 2014 05:33:29 +0000 http://ppmexecution.com/?p=637 Today’s Environment Project portfolio management (PPM) helps organizations make decisions that move the needle toward achieving their strategic objectives. In order to make those decisions, senior leadership needs the right information at the right time. This is where PPM systems come in, providing the quality data helping to inform sound decision making. Unfortunately, many companies […]

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]]> https://ppmexecution.com/increase-the-value-of-ppm-systems/feed/ 0 Gate Review Filters https://ppmexecution.com/gate-review-filters/ https://ppmexecution.com/gate-review-filters/#respond Sun, 20 Jul 2014 06:31:39 +0000 http://ppmexecution.com/?p=536 Phase-gate reviews improve project selection. If an organization wants a winning portfolio then the governance team must select winning projects. Therefore the project governance board must be able to discriminate between good projects and great projects. The phase-gate process enables the project governance board to review these projects based on preselected strategic criteria at the […]

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]]> https://ppmexecution.com/gate-review-filters/feed/ 0 Five Uses of a Prioritization Scoring Model https://ppmexecution.com/five-uses-of-a-prioritization-scoring-model/ https://ppmexecution.com/five-uses-of-a-prioritization-scoring-model/#comments Sat, 24 May 2014 23:39:12 +0000 http://ppmexecution.com/?p=514 Project prioritization is one of the most common topics in portfolio management literature. Within the context of project prioritization is the matter of scoring models because scoring models are the most widely used approach to prioritize projects. Although there are a lot of opinions on the effectiveness of common scoring models, they are nonetheless the […]

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]]> https://ppmexecution.com/five-uses-of-a-prioritization-scoring-model/feed/ 1 PMI Standard for Portfolio Management Third Edition https://ppmexecution.com/pmi-standard-for-portfolio-management-third-edition/ https://ppmexecution.com/pmi-standard-for-portfolio-management-third-edition/#respond Sat, 08 Feb 2014 07:24:53 +0000 http://ppmexecution.com/?p=476 The PMI Standard for Portfolio Management Third Edition is the first edition that is worth buying. Having read the 1st and 2nd editions and reviewed the exposure draft for the 2nd and 3rd, PMI has come a long way with the third edition. Nearly all the major components of portfolio management are referenced in this […]

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