Task: Define Portfolio Structures and Metrics |
Define governance control points and measurements for the portfolio in alignment with the organization's strategy.
Purpose
To define the complete set of measurements and targets that ensure the ongoing connection between the organization’s strategic planning process and the selection and execution of portfolio components.
Relationships
Roles | Primary: Product Portfolio Manager | Additional: Financial Controller Marketing Manager | Assisting:
Outputs | Portfolio Constraints and Metrics Document Portfolio Structure Document
Main Description
These structures and measurements represent governance control points that are critical to ensure that the detailed actions and investments undertaken by the organization are conducted in a manner consistent with the desired business direction. Several dimensions of the organization’s strategies are represented within the targets and measurements: Alignment with strategic direction Financial viability (cost and revenues) Technical feasibility Acceptable risk thresholds Capacity constraints (resource availability and skill mix) Portfolio balance and mix
Steps
Identify stakeholders' ownership
Define measures and metrics
Establish links to governance controls
Develop maintenance mechanisms
Define request acceptance criteria
Develop criterias and filters
Adapt process controls and governance
Develop skills and competency structures
Properties
Multiple Occurrences |
Event Driven |
Ongoing |
Optional |
Planned |
Repeatable |
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