portfolio management implementation training / guidance

Governance

Christopher Healy SR IT Program Manager| General Motors Berkley, Mi, United States

I am looking to see what training you have taken to help understand how to build out portfolio management from the ground up. Knowing there are many reasons why to build out portfolio management and many ways to implement, I want to make sure it is done right the first time.

For those who have been tasked with building an enterprise portfolio management, where did you start? How did you determine your roadmap? Did you work with anyone externally to get a recommendation? What training did you take to make sure you were setup for success?

Posted: Mar 17, 2019 3:15 PM

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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina

Portfolio Management is closer to business administration than project management. My recommendation is going to Axelos MoP and MoV

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1 reply by Christopher Healy

Mar 18, 2019 9:30 AM

Christopher Healy

...

Thank you, I will dig into them this week.

Posted: Mar 18, 2019 5:09 AM (Updated by author: Mar 18, 2019 5:11 AM)

Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada

Christopher -

I'd suggest reviewing PMI's standard on portfolio management and then review Dr. Edgett & Cooper's book on product portfolio management & the book Agile Portfolio Management to get a good foundation on concepts and practices.

Then, I would suggest working with your leadership team to help them make some key decisions such as:

1. How do we define a project?

2. What criteria are important to us when prioritizing?

3. Who gets to approve a project and what thresholds apply?

Only look at tooling once you've got your governance model and processes nailed down. And yes, a reliable external consultant might help...

Kiron

Posted: Mar 18, 2019 6:58 AM

Christopher Healy SR IT Program Manager| General Motors Berkley, Mi, United States

Mar 18, 2019 5:09 AM

Replying to Sergio Luis Conte

...

Portfolio Management is closer to business administration than project management. My recommendation is going to Axelos MoP and MoV

Thank you, I will dig into them this week.

Posted: Mar 18, 2019 9:30 AM

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portfolio management implementation training / guidance

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