Hello. I have to implement portfolio and project management methodologies in the organization. Therefore, I am looking for project portfolio management and project management handbooks (methodologies, guides, principles, manuals and etc.) templates that are based on pmi standards to use as an example. Any idea where can I find these documents?
Thank you for your time and help! Saving Changes...
Sort By:
Drake SettsuProject Manager / BloggerHi, United States
You should purchase the current PMBOK and read it, but what you are tasked to do requires some experience. You should not use Project Management reference material like a recipe from a Cookbook. You need to understand what you are trying to accomplish and be able to explain it to the staff to make it work.
With that said you should have a comprehensive checklist of specific deliverables to achieve.
...
1 reply by anonymous
Aug 26, 2018 11:15 AM
anonymous
...
I have PMBOK, and I am not planning to use Project Management reference materials as a cookbook. I know that everything have to be well adapted and tailored. All I want to see some examples of already implemented methodologies for portfolio and project management (based on PMI standards) that are proven to work. This will help to save some time and will make certain things more clear. Thank you for your answer!
Saving Changes...
Anonymous
Aug 26, 2018 11:03 AM
Replying to Drake Settsu
...
You should purchase the current PMBOK and read it, but what you are tasked to do requires some experience. You should not use Project Management reference material like a recipe from a Cookbook. You need to understand what you are trying to accomplish and be able to explain it to the staff to make it work.
With that said you should have a comprehensive checklist of specific deliverables to achieve.
I have PMBOK, and I am not planning to use Project Management reference materials as a cookbook. I know that everything have to be well adapted and tailored. All I want to see some examples of already implemented methodologies for portfolio and project management (based on PMI standards) that are proven to work. This will help to save some time and will make certain things more clear. Thank you for your answer! Saving Changes...
Yes, I have read The Standard for Portfolio Management (4th edition), wasn't very helpful for my task. Thank you for your recommendation. Saving Changes...
RAJESH K LProject Manager, PMP| Bharat Electronics, Bengaluru, IndiaBengaluru, Karnataka, India
I think this question was raised sometime back. May be a search on the topic would defintely give results.
Still do not understand why questions are posted anonymously.
...
1 reply by anonymous
Aug 28, 2018 3:05 AM
anonymous
...
Thank you, I will try to find the topic, as I desperately need some help
Saving Changes...
Anonymous
Aug 28, 2018 2:47 AM
Replying to RAJESH K L
...
I think this question was raised sometime back. May be a search on the topic would defintely give results.
Still do not understand why questions are posted anonymously.
Thank you, I will try to find the topic, as I desperately need some help Saving Changes...
Hi,
If you are looking for practical examples and methodologies please check the reference guide of PPM tools like HP PPM, CA Clarity etc., If possible get access to those tools (if you have one at your organisation then it's easy) and try using them for your Portfolio & Projects. You can use the templates from PMI and make sure you use PMI's Portfolio & Project standard practices and processes in the tools.
...
1 reply by anonymous
Aug 28, 2018 7:54 AM
anonymous
...
Hi thank you so much for your advice. I really appreciate it. Unfortunately, we don't have any of PPM tools in the organization, that's why my task seems to be almost impossible to do. I have all standards from PMI but it is very difficult to write two methodologies without proper example :(
Saving Changes...
Anonymous
Aug 28, 2018 4:26 AM
Replying to Girija Ramakrishnan
...
Hi,
If you are looking for practical examples and methodologies please check the reference guide of PPM tools like HP PPM, CA Clarity etc., If possible get access to those tools (if you have one at your organisation then it's easy) and try using them for your Portfolio & Projects. You can use the templates from PMI and make sure you use PMI's Portfolio & Project standard practices and processes in the tools.
Hi thank you so much for your advice. I really appreciate it. Unfortunately, we don't have any of PPM tools in the organization, that's why my task seems to be almost impossible to do. I have all standards from PMI but it is very difficult to write two methodologies without proper example :(
...
1 reply by Girija Ramakrishnan
Aug 28, 2018 11:41 AM
Girija Ramakrishnan
...
If you don't have any tool, either try with trial version of tools for few days else use Excel. MS Excel helps a lot in the initial stages of prep work.
Hi thank you so much for your advice. I really appreciate it. Unfortunately, we don't have any of PPM tools in the organization, that's why my task seems to be almost impossible to do. I have all standards from PMI but it is very difficult to write two methodologies without proper example :(
If you don't have any tool, either try with trial version of tools for few days else use Excel. MS Excel helps a lot in the initial stages of prep work. Saving Changes...
Hi! I would first ask how big is the company, how much projects do you have. Do you have status reports about the projects? Where can you find the financial data of the projects. Are there somewhere Project contracts?
Are there only projects or also programms?
First I would try to make a clear view about the projects. In this view I would take following Data: -Project ID number and Titel -The name of Project manager -Project start and Project end date. -Planned internal costs and planned external costs -Ist costs internal/external -Status of the project (for example: initiation, contract finished but not signed, contract signed, in work, invoice sent, invoice payed, closed) -Main contact person -traffic light Budget (in budget is green, slightly out of budget yellow, out of budget red) -traffic light Time (in time green, out of time but it can be finished as planned is yellow, it can not be finished in time is red) -traffic light performance ( work is done as planned = green; work is in delay but it can be finished as planned= yellow, work is slowlier as planned= red) There are lot of other things, but first it would be interessant to know for which kind of company do you work.
Please let me know if you find my answer useful or do you looking for some different kind of focusing on this challange. regards, Gabriella Saving Changes...
