The Standard for Portfolio Management

by Project Management Institute

• ISBN13: 9781930699908
• ISBN10: 1930699905
• Format: Paperback
• Copyright: 2006-05-31
• Publisher: Project Management Inst

Table of Contents

Notice	iii
Foreword	ix
Preface	xi
Section I---The Portfolio Management Framework
Introduction	3	(12)
Purpose of The Standard for Portfolio Management	4	(1)
Audience for The Standard for Portfolio Management	4	(1)
What is a Portfolio?	4	(1)
What is Portfolio Management?	5	(1)
The Link with Organizational Strategy	6	(2)
The Link Between Portfolio Management and Organizational Governance	8	(1)
The Link Between Portfolio Management and Operations Management	9	(2)
Finance	10	(1)
Marketing	10	(1)
Corporate Communications	10	(1)
Human Resource Management	10	(1)
The Links Between Portfolio Management and Program and Project Management	11	(1)
Role of the Portfolio Manager	11	(1)
Benefits Realization	11	(1)
Program and Project Management Methods and Techniques	12	(1)
Process Development and Continuous Improvement	12	(1)
General Management Skills	12	(1)
Portfolio Management Metrics	12	(1)
Portfolio Management Reporting	12	(3)
Program/Project Reporting	13	(1)
Financial Reporting	13	(2)
Portfolio Management Process and Organization	15	(8)
Portfolio Management Process Overview	15	(1)
Links with Strategy	15	(1)
Portfolio Management Process Cycle	16	(1)
Portfolio Stakeholder Roles and Responsibilities	16	(2)
Executive Managers	16	(1)
Portfolio Review Board	17	(1)
Portfolio Managers	17	(1)
Sponsors	17	(1)
Program Managers	17	(1)
Project Managers	17	(1)
Program/Project Management Office	17	(1)
Project Team	18	(1)
Operations Management	18	(1)
Functional Managers	18	(1)
Finance Managers	18	(1)
Customers	18	(1)
Vendors/Business Partners	18	(1)
Organizational Influences	18	(5)
Organizational Culture	19	(1)
Economic impact	19	(1)
Organizational Impacts	19	(4)
Section II---The Standard for Portfolio Management
Portfolio Management Processes	23	(22)
Portfolio Management Process Groups	40
Portfolio Management Process Interactions	25	(20)
Aligning Process Group	26	(10)
Monitoring and Controlling Process Group	36	(9)
Section III---Appendices
Appendix A---(Reserved for docummenting future updates)	45	(2)
Appendix B---Initial Development of The Standard for Portfolio Management	47	(4)
Introduction	47	(1)
Preliminary Work	47	(1)
Drafting The Standard for Portfolio Management	48	(1)
Delivering the First Standard for Portfolio Management	49	(2)
Appendix C---Contributors and Reviewers of The Standard for Portfolio Management	51	(6)
The Standard for Portfolio Management Project Core Team	51	(1)
Significant Contributors	52	(1)
The Standard for Portfolio Management Project Team Members	52	(3)
Final Exposure Draft Reviewers and Contributors	55	(1)
PMI Project Management Standards Program Member Advisory Group	56	(1)
Production Staff	56	(1)
Appendix D---Project Portfolio Management Tools and Techniques	57	(20)
Introduction	57	(1)
Overview of Tools and Techniques for Project Portfolio Management	57	(1)
Tools and Techniques to Use for Each of the Portfolio Management Subprocesses	58	(19)
Aligning Process Group	59	(12)
Monitoring Process Group	71	(6)
Section IV---Glossary and Index
Glossary	77	(2)
Index by Keyword	79