portfolio management best practices

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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AgileManagement

FormoreinformationonAgileManagement,pleasevisit:http://cainc.to/9Zed5W

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