Portfolio Management Proposal

  Portfolio Management   Strategy  

Format: Proposal

The purpose of the Portfolio Management Proposal is to articulate an approach for effectively evaluating the impact of each project to the company’s portfolio(s). The process will support project governance, allowing the business to make informed decisions on which projects to execute to deliver the most value to the organization. Use this sample proposal as a starting point and adapt to fit your company and needs.

Benefits

• Objective prioritization of each project in the portfolio(s) based on criteria relevant to the company’s objectives
• Facilitates project governance based on actionable information such as resource capacity, ROI, strategic alignment, etc.
• Provides clear visibility to current portfolio prioritization:
• Facilitates easy communication to the organization
• Mitigates conflict related to resource contention

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