Portfolio Management

PofE 065: The Value of Portfolio Management

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FOSE 2014 PMI Portfolio Management Presentation High-performing organizations achieve results by utilizing portfolio management to select the right projects at the right time with the right resources based on a data-driven selection methodology. Portfolio management adds value to an organization’s bottom line by optimizing the organization’s capacity and capabilities to meet the demands of an […]


PSGS 011: Book Review: Optimizing Corporate Portfolio Management

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"Only as you do know yourself can your brain serve you as a sharp and efficient tool. Know your own failings, passions and prejudices so you can separate them from what you see." –Bernard Baruch


  • The premise of "Optimizing Corporate Portfolio Management" is that resource allocation (time, money, staff, information and corporate assets) along with making smarter business investment decisions is critical to a business’s value creation processes. This book provides examples from American Express regarding what they've entitled investment optimization and how they have used the principles of allocating discretionary funds whether for marketing, sales or technology investments with the same investment category and the best projects compete for the same dollars.

PofE 026: A Discussion With Gerald Kendall On Risk Management

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"Growth means change and change involves risk, stepping from the known to the unknown." -George Shinn

Gerald Kendall and Kathleen Austin's book "Advanced Multi-Project Management" confronts the critical reason why projects fail and why, according to the Standish Group, project success is not improving. This book addresses the key concerns that senior management has with implementing the right projects at the right time with the right resources to take advantage of a strategic opportunity while at the same time providing guidance to the organization's program managers who are overworked and fighting for resources to complete the project that they already have under way.  The book highlights key processes required to control the flow of active projects, develop a correct project network, implement a strategic buffer, establish a single project priority system, enable faster execution and provide a consistent methodology for recovering projects to ensure investment benefits are achieved.



Articles & Presentations

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Strategic Alignment: MS Project Updating and Tracking Value Delivery: Theory of Constraints using MS Project 2010 and ProChain Developing Program and Milestone Plans in MS Project 2003-2007 EVM at the National Archives using MS Project Server Performance Management: Microsoft Project 2010 Feature Rally: Reporting Resource Management: Resource Management using MS Project Server 2007 Risks Management: […]