The standard for portfolio management 4th edition

【实例简介】
全英文，第四版，pmi官方文档 很好的学习资料。 If project and program management are disciplines for doing the work right, portfolio management is the discipline for doing the right work. Portfolio managers oversee a collection of projects, programs and other activities that are grouped together to meet strategic busine
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Any rights not expressly granted herein are reserved 10987654321 TABLE OF CONTENTS INTRODUCTION 1.1 Purpose of The Standard for Portfolio Management. ■■■■■■■■■■■■■■■■■■■■■■■■■■■■日■■■■■■■■■■夏 1.2 Audience for The Standard for Portfolio Management aranataanenmmanoeamanonnnn 2 1.3 What is a portfolio? 3 1.4 Relationships Among Portfolios, Programs, Projects, and Operations. mammae.m. 4 1.5 What Is Portfolio Management?mmeeemmemmRaIs ■■日BB目■日圈题国目■日日B 1.6 Relationships Among Portfolio Management, Program Management, and project management 画画国 5 1.7 Principles of Portfolio Management 1.8 Relationships Among Portfolio Management, Organizational Strategy, Strategic Business Execution, and Organizational Project Management. 1. 8.1 Portfolio Management and organizational Strategy ama mmnmmmmaa8 1. 8.2 Strategic Business Execution and Organizational Project Management.mm. 9 1.9 Portfolio components and Their Interrelationships mmmmaaaaanmamnnnn. 11 1.9.1 Program Management 11 1.9.2 Project Management. 1.9.3 Operations Management 13 1.10 Role of the portfolio manageraaammmmtat 13 1.11 other roles in Portfolio Managementa a16 1.11.1 Sponsors a16 1.11.2 Portfolio governance body mmmmmmmmammam. 17 1.11.3 Portfolio, Program, and/or Project Management Office. 1.11. 4 Program Managers. nen 1.11.5 Project Managers…… 19 2 THE PORTFOLIO LIFE CYCLE mmmmm.21 2.1 Overview ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■日■■■■■口■■■ 2.2 Guiding Principles………………………,21 2.3 Ongoing Life cycle.mmmmaeammaemmemmama 23.1 Initiation11111311111324 2.3.2 Planning 24 2.3, 3 Execution. mmmg. 25 2.3.4 optimization 25 23.5 Monitor and control 日国B国BBB■B盘 26 2.4 Portfolio Management Information System (PMIS) n26 2.5 Governance Within the Portfolio life cycle ■量量 0nnH800EnDDEDDE■量B量BB量量日日口园 3 PORTFOLIO STRATEGIC MANAGEMENT 3.10 verview,,,…mmmm 3.2 Guiding Principles 3.3 Portfolio Strategic Objectives 3.4 Developing Portfolio Strategic Objectives...... 31 3.4.1 Vision and mission statements 3.4.2 Strategic Goals aBB日B国a口置日 FEHFEILE日aBa日Ba日 FEEE目aBa画B■B■日 32 3.4.3 Strategic Objectives 33 3. 4. 4 Strategic Initiatives.manaannnammaamaamnaananaanman. 33 3.5 Strategic Risk Appetite maemanmammmamaaaaamaamammmnamanamanamaamama 34 3.6 Portfolio charter 3.7 Portfolio roadmap ■BB匪B■BB■日■日_B匪B■B日B■a日 IEBEEEDDDE■BBBB■B日B目■B 3. 8 Key Portfolio components.n 36 3.8.1 Evaluating Portfolio Key Components .mm 3.8.2 Selecting Portfolio Key components m. 37 3.9 Portfolio optimization mmamamanamamammaamaamanmmnanannn 39 3.10 Managing Strategic Alignment mmm. 3.10.1 Considerations When Managing Strategic Impact 3.10.2 The Impact of Strategic Change 444 Table of contents 4. PORTFOLIO GOVERNANCE m43 4.1 Overview ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■日■■■■■口■■■■ 43 4.2 What is portfolio governance?mmmmmmm 43 4.3 Guiding Principles am emO EBB IE E m AI.mRI. I E E E a Ee mana. 44 4.4 The Concept of Governance m RIBRRRRABIRRRIRIRaS ■■ 44 441 Portfolio Governance Impact on Programs and Projects………44 4. 4,2 Portfolio governance and other domains in Portfolio Management ■■■■■题■■■日a量□■D■■■■题题■■B■B■B■DB■DE■题■B■■■■■题 45 4.5 Effective Portfolio Governance Design Factors ammmamaamnmmaa. 46 4. 6 Portfolio governance roles 47 4.6.1 Portfolio Sponsor 47 4.6.2 Portfolio governance board 4.6.3 Portfolio Audit Organization n,49 ■■口■■■■■■■■■■■■■■■■■■■■■画量■■a■■■■■■■■■■■■■■口■口■■ 4.6, 4 other roles 50 5 PORTFOLIO CAPACITY AND CAPABILITY MANAGEMENT 51 5.10 vervet…, 51 5. Guiding Principles…… 52 5.3 Capacity Management. 52 5.4 Capacity Planning. 54 5.5 Supply and demand management marne n55 551 Supply and Demand Analysis…,,,,,,,,…,…55 5.5.2 Supply and demand Allocations mm RRBRBRBRREBRERAEI55 56 Supply and demand optimization.,,,,,,,,,,,…,,…,,,……57 5.7 Organizational capabilitiesasmeammaaIma RIE 58 5.8 Capability Assessment mB RIS 59 5.9 Capability development ■B圈B题画甚圆目日量BBB日BBB圆量日a甚器_aB■圆B圆题园日BB量圆 59 5.9.1 Developing New Capabilities . 59 5.9.2 Sustaining Existing Capabilities...m.m. 61 5.10 Performance Reporting and Analytics 61 5. 11 Balance Capacity and capability nmmamammmammmammemaamaamamaa 61 6. PORTFOLIO STAKEHOLDER ENGAGEMENT mmmmmmmmm. 63 6.1 Overview ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■ 64 6.2 Guiding Principles 6.3 Definition and ldentification of portfolio stakeholders 67 6.3.1 Categorization of stakeholders ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 6.3.2 Identifying Stakeholders.en 69 6. 4 Analysis of Portfolio Stakeholders maBBIBRRaIIRI 69 6 Stakeholder Engagement Planning…,.……70 6.6 Identifying Communications Management Approaches..ma. 70 6.6.1 Alignment with Governance .m nn…70 6.6.2 Communication 6.6.3 Portfolio Management plan 6.6.4 Portfolio Reports memmeeneanme 6.6.5 Portfolio Process Assets 6.6.6 Communication Governance and Interface to components.mmasausassannan72 6.7 Manage Portfolio Communications.mmsmtmemmmtatmmnnnmsmamaneaasmann,73 7, PORTFOLIO VALUE MANAGEMENT 7.1 Overview 75 7.2 Guiding Principles ammnnmeeaanmnmnasaaamnmtmIn nnn. 75 7. 3 What Is value Management? 7.4 Components of value Management.mm. 7. Negotiating Expected Value…....…,7 7 Maximizing value.,,,.,,…,… 7.7 Assuring value 80 7.8 Realizing value 7.9 Measuring value….… 84 7.10 Reporting Value 84 V Table of contents 8. PORTFOLIO RISK MANAGEMENTmmmm 85 8.1 Overview ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■ 8.2 Guiding Principles ■圆Bm■题B■B■题圆目B■■■日B_圆B■量m■■BD日BBB■画B量■B匪m■■■■■日■B量 86 8.2.1 Managing portfolio risk ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■na■■口aaa■aa■■■夏a■ 86 822 Balancing Risk…… 88 8.3 Portfolio Risk Management. 89 8.4 Key Planning Elements.mma. 89 8.4.1 Portfolio Risk Management Framework 89 8.4.2 Risk Perception 8.5 Portfolio Risk Management Framework and portifolio Risk Management plan... 93 8.5.1 Portfolio Risk Management Framework 93 8.5.2 Portfolio Risk Management Plan 95 REFERENCES 97 APPENDIX X1 FOURTH EDITION CHANGES X1.1 Structural Changes 100 X1.2 Writing Styles… ■■■■■日■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■■■■■■■■■■■■■■■■■■■■■■■■■■■a日a■a■■目■■naa 100 X1.3 Section 1-Introduction Changes 101 X1. 4 Section 2-The Portfolio Life cycle X1.5 Section 3--Portfolio Strategic Management.mmmmm. ■■■■D量■国aa■D■DamB■mB■■■■ 102 X16 Section4 Portfolio governance……:102 X1.7 Section 5--Portfolio capacity and Capability Management 103 X1. 8 Section 6--Portfolio Stakeholder Management BDa■B日B■D圆画BB■ HEBE■a■ 103 X1. 9 Section 7-Portfolio Value Management 104 X1.10 Section 8-Portfolio Risk Management 104 VII APPENDIX X2 CONTRIBUTORS AND REVIEWERS OF THE STANDARD FOR PORTFOLIO MANAGEMENT 105 X2. 1 The Standard for Portfolio Management--Fourth Edition Core Committee mmmmmmmmmmmmmmmmmm, 105 X2, 2 Subcommittee members 106 X2.3 Reviewers ■■B■■日日日■ n…n106 X2.3.1 SME Review 106 X2. 3.2 Consensus Body Review. 107 X2.3. 3 Exposure Draft Review .manmmmaaammnmannaaaanaaanannm 108 X2. 4 PMI Standards Program Member Advisory Group MAG) 109 X2,5 Harmonization team 110 X2,6 Production staffi 110 APPENDIX X3 CONSIDERING THE PORTFOLIO AS A COMPLEX SYSTEM ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■圆B■■■■■■■ 111 X3. 1 A Holistic Approach to Portfolios and Their management mmsmsmammaea, 111 GLOSSARY 115 INDEX 121 Table of contents LIST OF TABLES AND FIGURES Figure 1-1. Portfolios, Programs, and Projects-High-Level view. Figure 1-2. The Organizational context of Portfolio Management.an ■■D■a■■■■■■■ 8 Figure 1-3. Portfolio Management Performance Domains eme 10 Figure 2-1. Information and decision Flows within the portfolio Life Cycle( Example)…22 Figure 2-2. Example of Portfolio life cycle Major Figure 3-1. Example of Portfolio roadmap Figure 4-1. Governance Hierarchy, Including Principles and objectives .a.. 45 Figure 5-1. Capacity and Capability Management components of Portfolio Management.m.... 53 Figure 5-2. The Relationship Between Supply(Capacity) and demand.aas Figure 7-1. Key Activities in Portfolio Value Management 78 Figure 7-2. The Link Between Strategy and portfolio performance via Component Deliverable aRIn Figure 7-3. Value Realization chain maamaameaaaenn Figure 8-1. Elements of Portfolio Risk Management 30 Figure 8-2. An Example of Risk Categorization.m. 94 X 【实例截图】
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