portfolio management best practices
TRANSCRIPT
World®’16
PortfolioManagementBestPracticesDougPage/Advisor/CATechnologies
AMX69E
AGILEMANAGEMENT
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Abstract
CAProject&PortfolioManagement(CAPPM)PortfolioManagementisaseasyas1,2,3.Onceyouknowthesteps,learnaboutbestpracticesandreal-worldusecases.
DougPage
CATechnologiesAdvisor
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Agenda
RECOMMENDATION
WHATISPORTFOLIOMANAGEMENTINCAPPM?
PORTFOLIOMANAGEMENTBESTPRACTICES
USINGCAPPMFORPORTFOLIOMANAGEMENT
1
2
3
4
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Recommendation
§ CaptureinvestmentcandidatesinCAPPM
§ Properlycategorizeinvestments(andhavesomeoneownthis)
§ Agreetostandardmetrics&priorities
§ Trackinvestmentsagainstbusinessmetrics,notprojectmetrics
§ Establishperpetualplanningguidelines
DON’TNEEDALLTHEINFORMATIONATONCE
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PortfolioManagement
Solutionyouneedtoalignyourstrategicinvestmentswithyourcorporategoals,bringingyouthehighestreturnontheuseofyourlimitedresources.ItProvidesyouwith:
§ structuredenvironmenttocreateanenterpriseportfolio
§ definemetrics
§ performwhat-ifanalysisand
§ makebetterfact-baseddecisionsaboutthefuture
CAPPM
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WhatMakesTechnologyPortfoliosUnique?
FinancialPortfolios
§ Standmetrics
§ Liquidassets
§ Financialonly
§ Nofunctionaluse
TechnologyPortfolios
§ Nostandardmetrics
§ Illiquidinvestments
§ Financial&Non-financial
§ Canhavefunctionalvalue
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PortfolioManagementBestPractices
PerformanceManagement
PortfolioBalancing
Prioritization
Evaluation
Categorization
Identification
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Identification
§ Whatistheprocess(source)forOpportunityIdentificationtoday?
§ Alsoknownas– Candidateregistration– Demand– Intake– Proposalmanagement– BusinessCasemanagement
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Categorize&Evaluation
§ Strategicalignment(organizational,businessunit)
§ Risk
§ Businessmetricaffected
Entrepreneur Developer
Caretaker Controller
FutureIm
pact
CurrentImpact
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PrioritizationPrioritizationvariables
Sustainability
RiskRating
FinancialReturn
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PrioritizationFinancialandNon-financialmetrics
vs
GrowRevenue
IntroduceNewProductin
DifferentRegions
ImproveSalesExecution
OptimizeOperations
UpgradeBackOfficeTechnologyto
ReduceOperatingCosts
StreamlineCompliancewith
RegulatoryRequirements
PromoteInnovation
EncourageSubmissionofNew
IdeasfromEmployees
LeverageConsumerTechnologyto
EmpowerCustomersinPurchasingDecisions
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Prioritization
§ Scenariomanagementtounderstandoptions– Changestoprioritization/rankingmodel– Changestoconstraints
§ Financial§ Resources
ScenarioManagement
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PortfolioBalancing
§ Assetallocation– Strategicgoals– Businessunits
§ TimeHorizon– Thisyear– Nextyear– 3years– 5years
§ Risktolerance§ Highrisk“flyers”
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PerformanceManagement
§ PerformanceMeasurement– Howaretheprojectsrunning?
§ BenefitsRealization– Aretheprojectsdelivering?
PortfolioReviewandReporting
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UsingCAPPMtosupportPortfolioManagement(solutiondemonstration)
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Questions?
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RecommendedSessionsSESSION# TITLE DATE/TIME
AMX70E TransformyourorganizationtobeValueFocused 11/15/2016at3:30pm
AMX117SLearnHowIKEASuccessfullyImplementedPortfolioManagementtoSupportItsEmergingBusinessPortfolio 11/16/2016at3:00am
AMX118SThePowerofCAPPMisCatchingonWithintheBusinessatMylan 11/16/2016at3:45pm
AMX95SRInteractiveWorkshoponPortfolioManagementCapabilitiesinCAProject&PortfolioManagement(Session1)
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AMT03SSevenElementsforStrategicPortfolioManagementSuccess:HowandWhyAgilePlaysaKeyRoleinInvestmentStrategiesandPortfolioManagement
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