who we are... heather dawson, pmp project and portfolio manager, learning design/outreach pmo...
DESCRIPTION
What is Portfolio Management ? Image, “paperwork 2” by Isaac Bowen at https://www.flickr.com/photos/isaacbowen/TRANSCRIPT
![Page 1: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/1.jpg)
Who We Are...Heather Dawson, PMP
Project and Portfolio Manager, Learning Design/Outreach PMO
Previously an Instructional Designer for World Campus Learning Design
Karen Liddick, PMPH
eath
er D
awso
n hm
d13@
psu.
edu
Kar
en L
iddi
ck
klb5
0@ps
u.ed
u
What Portfolio Management Can Do For You
![Page 2: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/2.jpg)
What we are going to talk about...What is portfolio management?
Project alignment with business strategy and goals
Process for project vetting and prioritization
Data-driven decisions
![Page 3: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/3.jpg)
What is Portfolio Management ?Image, “paperwork 2” by Isaac Bowen at https://www.flickr.com/photos/isaacbowen/2752095700
![Page 4: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/4.jpg)
Benefits
➔ Alignment with Organizational Goals
➔ Collaborative Decision-Making
➔ Transparency and Focus
➔ Agility
➔ Comprehensive View of Health and Well-Being
![Page 5: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/5.jpg)
Steering CommitteeImage, “boat 2” by Mark S Oliver at https://www.flickr.com/photos/marksmoliver/6155530352/
![Page 6: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/6.jpg)
Take Away...Determine who will be on your Steering Committee
Develop a charter responsibilities
quorum
operating procedures
Decision-Makingapproval/denial
prioritization
Common definition of Project
![Page 7: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/7.jpg)
Project Intake Image, “funnel render red plastic” by Ajay Parmar at https://www.flickr.com/photos/ajay_parmar/10745246056
![Page 8: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/8.jpg)
Take Away
All requests go through same “funnel”
Standard request/proposal form
![Page 9: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/9.jpg)
Project Proposal EvaluationImage, “paperwork 2” by Isaac Bowen at https://www.flickr.com/photos/isaacbowen/2752095700
![Page 10: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/10.jpg)
Take Away...
Should we do this?
alignment with goals/strategic vision
provides “balance”
Can we do this?
right resources
financial considerations
time
![Page 11: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/11.jpg)
Project PrioritizationImage, “Changed priorities ahead” by Jonas Bengtsson at https://www.flickr.com/photos/jonasb/2876165381
![Page 12: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/12.jpg)
High
strict timeframe, high visibility, management decision
this is where staff time should be focused
Medium
when can’t do any more work on the high priority projects
Low
may or may not eventually get resources
Take Away...
![Page 13: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/13.jpg)
Portfolio Management ActivityIn small groups, review new project proposals and prioritize your portfolio:
evaluate new proposals
review against unit goals
prioritize
timeline
available resources
high, medium, low
![Page 14: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/14.jpg)
Performance ManagementImage, at https://www.pexels.com/photo/car-vehicle-measure-fast-1356
![Page 15: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/15.jpg)
![Page 16: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/16.jpg)
![Page 17: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/17.jpg)
![Page 18: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/18.jpg)
![Page 19: Who We Are... Heather Dawson, PMP Project and Portfolio Manager, Learning Design/Outreach PMO Previously an Instructional Designer for World Campus Learning](https://reader035.vdocument.in/reader035/viewer/2022062413/5a4d1b767f8b9ab0599b720e/html5/thumbnails/19.jpg)