Assessment & Planning Workshops for Project Portolio Management

First, we can conduct an evaluation of your current project portfolio planning and management process.  The evaluation involves interviews, reviews of portfolio plans, review of the portfolio planning process and tools, and evaluation of the resulting project portfolio plan.  We will put together a presentation to management covering our findings and recommendations to improve this process.

If the organization does not have a portfolio planning process in place, we can conduct a Portfolio Planning and Management Workshop to cover the concepts of a project or Product Portfolio Management.

As a next step, we can review your business and organization structure, your products and markets, and your product development and technology development approach.  Based on this, we can convene a follow-up workshop with management to define you portfolio planning process (frequency, source of ideas or projects, process, responsibilities, tools, etc.).

Finally, using the defined Portfolio Planning process, we can facilitate development of your project portfolio plan for the next one to three years.