Task: Consolidate Progress and Results |
Consolidate progress and results from components across the portfolio to drive high-quality decisions by all portfolio stakeholders.
Disciplines: Portfolio Management Tasks
Purpose
To ensure the existence of high-quality input that produces reliable data sources for analysis, trending, and reporting requirements of all portfolio stakeholders, thereby facilitating qualified and timely decisions.
Main Description
Collect and validate all required portfolio decision support information, ensuring that all data is current and available across all dimensions of the portfolio, driving reporting and analysis steps carried out during the task of monitoring the portfolio and conducting reviews. The data gathered and validated is relative to all authorized components within the portfolio that are currently being executed, including the following data: Expected deliverables, products, or features Planned milestones or stage gates Requirements or artifacts progression and completion compared to the plan Use case completion and backlogs Resource use and availability (people and facilities) Portfolio metrics and measures (performance and quality) Project or program health and indicators Project schedule and cost compared to the plan Change requests, risks, and issues Use supporting data review cycles while monitoring and controlling your portfolio. These cycles include daily team status and assignments, weekly project updates, monthly product reviews, and quarterly executive reviews. The collection and aggregation of data (in support of those distinct but connected cycles) are ongoing processes that produce specific deliverables and reports at particular points in time of the overall portfolio review cycle. The main outcome of this task is the production of solid and reliable data that drives timely, effective, and high-quality decisions by all portfolio stakeholders.
Key Considerations
Inputs to consider are internal source systems and portfolio stakeholders interviews.
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