Portfolio Processes A Complete Guide - 2020 Edition
()
About this ebook
Are you aware of what could cause a problem? Are all staff in core portfolio processes subjects Highly Qualified? How do your work systems and key work processes relate to and capitalize on your core competencies? How do you establish and deploy modified action plans if circumstances require a shift in plans and rapid execution of new plans? What are the disruptive portfolio processes technologies that enable your organization to radically change your business processes?
This instant Portfolio Processes self-assessment will make you the accepted Portfolio Processes domain assessor by revealing just what you need to know to be fluent and ready for any Portfolio Processes challenge.
How do I reduce the effort in the Portfolio Processes work to be done to get problems solved? How can I ensure that plans of action include every Portfolio Processes task and that every Portfolio Processes outcome is in place? How will I save time investigating strategic and tactical options and ensuring Portfolio Processes costs are low? How can I deliver tailored Portfolio Processes advice instantly with structured going-forward plans?
There’s no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Portfolio Processes essentials are covered, from every angle: the Portfolio Processes self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Portfolio Processes outcomes are achieved.
Contains extensive criteria grounded in past and current successful projects and activities by experienced Portfolio Processes practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Portfolio Processes are maximized with professional results.
Your purchase includes access details to the Portfolio Processes self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:
- The latest quick edition of the book in PDF
- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
- The Self-Assessment Excel Dashboard
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
- In-depth and specific Portfolio Processes Checklists
- Project management checklists and templates to assist with implementation
INCLUDES LIFETIME SELF ASSESSMENT UPDATES
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
Read more from Gerardus Blokdyk
HR Analytics Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5Project Management Office PMO Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5Quality Assurance Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5Root-cause analysis Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsLogistics and Supply Chain Management Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5Key Performance Indicator KPI Standard Requirements Rating: 4 out of 5 stars4/5SAP MM Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5ISO 14644 A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsISO 45001 Second Edition Rating: 4 out of 5 stars4/5SAP SD Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5SAP HANA Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsTOGAF Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsData Governance Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsEnterprise Risk Management Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5Power BI A Complete Guide Rating: 3 out of 5 stars3/5ISO 26262 Complete Self-Assessment Guide Rating: 3 out of 5 stars3/5ISO 27001 Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsSAP PM Complete Self-Assessment Guide Rating: 1 out of 5 stars1/5National Electrical Code Second Edition Rating: 0 out of 5 stars0 ratingsSAP TM Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsSAP CO Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsMicrosoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsAUTOSAR Complete Self-Assessment Guide Rating: 3 out of 5 stars3/5SAP Supply Chain Management Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsHuman resource management Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5Financial audit Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5Ux UI design Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5ISO IEC 17025 A Clear and Concise Reference Rating: 5 out of 5 stars5/5ISO 14064 Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsISO 22000 The Ultimate Step-By-Step Guide Rating: 5 out of 5 stars5/5
Related to Portfolio Processes A Complete Guide - 2020 Edition
Related ebooks
Portfolio Management Process A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Evaluation A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Analysis A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsProject Portfolio Management Process A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Performance A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Management A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Adoption A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Review A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsProcedural Knowledge A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsEnterprise Portfolio A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Optimization A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsBusiness Portfolio A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsStanding Operating Procedure A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsProject Portfolio Management A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsEnterprise Portfolio Analysis A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsAcquisition Process A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsDevelopmental Processes A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Management Techniques A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsCompliance Processes A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsPortfolio Expansion A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsCapital Management Processes A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsAccess Management Portfolio A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsOperations Maturity A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsLearning Portfolio A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsEvaluation A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsExecution A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsProcess Provision A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsProject Portfolios A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsBusiness Process Discovery A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsFormal Analysis A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratings
Business For You
Becoming Bulletproof: Protect Yourself, Read People, Influence Situations, and Live Fearlessly Rating: 4 out of 5 stars4/5The Richest Man in Babylon: The most inspiring book on wealth ever written Rating: 5 out of 5 stars5/5Capitalism and Freedom Rating: 4 out of 5 stars4/5Law of Connection: Lesson 10 from The 21 Irrefutable Laws of Leadership Rating: 4 out of 5 stars4/5Crucial Conversations Tools for Talking When Stakes Are High, Second Edition Rating: 4 out of 5 stars4/5Just Listen: Discover the Secret to Getting Through to Absolutely Anyone Rating: 4 out of 5 stars4/5Crucial Conversations: Tools for Talking When Stakes are High, Third Edition Rating: 4 out of 5 stars4/5Nickel and Dimed: On (Not) Getting By in America Rating: 4 out of 5 stars4/5High Conflict: Why We Get Trapped and How We Get Out Rating: 4 out of 5 stars4/5Summary of J.L. Collins's The Simple Path to Wealth Rating: 5 out of 5 stars5/5Collaborating with the Enemy: How to Work with People You Don't Agree with or Like or Trust Rating: 4 out of 5 stars4/5Set for Life: An All-Out Approach to Early Financial Freedom Rating: 4 out of 5 stars4/5Carol Dweck's Mindset The New Psychology of Success: Summary and Analysis Rating: 4 out of 5 stars4/5The Five Dysfunctions of a Team: A Leadership Fable, 20th Anniversary Edition Rating: 4 out of 5 stars4/5Your Next Five Moves: Master the Art of Business Strategy Rating: 5 out of 5 stars5/5Confessions of an Economic Hit Man, 3rd Edition Rating: 5 out of 5 stars5/5Robert's Rules of Order: The Original Manual for Assembly Rules, Business Etiquette, and Conduct Rating: 4 out of 5 stars4/5Tools Of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers Rating: 4 out of 5 stars4/5The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers Rating: 4 out of 5 stars4/5Red Notice: A True Story of High Finance, Murder, and One Man's Fight for Justice Rating: 4 out of 5 stars4/5Lying Rating: 4 out of 5 stars4/5Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy Made Simple Rating: 5 out of 5 stars5/5The Catalyst: How to Change Anyone's Mind Rating: 4 out of 5 stars4/5Money. Wealth. Life Insurance. Rating: 5 out of 5 stars5/5How to Get Ideas Rating: 4 out of 5 stars4/5The Everything Guide To Being A Paralegal: Winning Secrets to a Successful Career! Rating: 5 out of 5 stars5/5
Reviews for Portfolio Processes A Complete Guide - 2020 Edition
0 ratings0 reviews
Book preview
Portfolio Processes A Complete Guide - 2020 Edition - Gerardus Blokdyk
Portfolio Processes
Complete Self-Assessment Guide
The guidance in this Self-Assessment is based on Portfolio Processes best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.
Notice of rights
You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.
All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.
The information in this book is distributed on an As Is
basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.
Trademarks
Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.
Copyright © by The Art of Service
http://theartofservice.com
service@theartofservice.com
About The Art of Service
The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.
Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.
Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.
Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.
Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:
http://theartofservice.com
service@theartofservice.com
Included Resources - how to access
Included with your purchase of the book is the Portfolio Processes Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.
How? Simply send an email to
access@theartofservice.com
with this books’ title in the subject to get the Portfolio Processes Self Assessment Tool right away.
You will receive the following contents with New and Updated specific criteria:
•The latest quick edition of the book in PDF
•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
•The Self-Assessment Excel Dashboard, and...
•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
•In-depth specific Checklists covering the topic
•Project management checklists and templates to assist with implementation
INCLUDES LIFETIME SELF ASSESSMENT UPDATES
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
Get it now- you will be glad you did - do it now, before you forget.
Send an email to access@theartofservice.com with this books’ title in the subject to get the Portfolio Processes Self Assessment Tool right away.
Purpose of this Self-Assessment
This Self-Assessment has been developed to improve understanding of the requirements and elements of Portfolio Processes, based on best practices and standards in business process architecture, design and quality management.
It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.
The criteria of requirements and elements of Portfolio Processes have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.
In this format, even with limited background knowledge of Portfolio Processes, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.
How to use the Self-Assessment
On the following pages are a series of questions to identify to what extent your Portfolio Processes initiative is complete in comparison to the requirements set in standards.
To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.
1 Strongly Disagree
2 Disagree
3 Neutral
4 Agree
5 Strongly Agree
Read the question and rate it with the following in front of mind:
‘In my belief,
the answer to this question is clearly defined’.
There are two ways in which you can choose to interpret this statement;
1.how aware are you that the answer to the question is clearly defined
2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.
A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.
After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Portfolio Processes Scorecard on the second next page of the Self-Assessment.
Your completed Portfolio Processes Scorecard will give you a clear presentation of which Portfolio Processes areas need attention.
Portfolio Processes
Scorecard Example
Example of how the finalized Scorecard can look like:
Portfolio Processes
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service7
Included Resources - how to access7
Purpose of this Self-Assessment9
How to use the Self-Assessment10
Portfolio Processes
Scorecard Example12
Portfolio Processes
Scorecard13
BEGINNING OF THE
SELF-ASSESSMENT:14
CRITERION #1: RECOGNIZE15
CRITERION #2: DEFINE:27
CRITERION #3: MEASURE:43
CRITERION #4: ANALYZE:57
CRITERION #5: IMPROVE:73
CRITERION #6: CONTROL:88
CRITERION #7: SUSTAIN:100
Portfolio Processes and Managing Projects, Criteria for Project Managers:125
1.0 Initiating Process Group: Portfolio Processes126
1.1 Project Charter: Portfolio Processes128
1.2 Stakeholder Register: Portfolio Processes130
1.3 Stakeholder Analysis Matrix: Portfolio Processes131
2.0 Planning Process Group: Portfolio Processes133
2.1 Project Management Plan: Portfolio Processes135
2.2 Scope Management Plan: Portfolio Processes137
2.3 Requirements Management Plan: Portfolio Processes139
2.4 Requirements Documentation: Portfolio Processes141
2.5 Requirements Traceability Matrix: Portfolio Processes143
2.6 Project Scope Statement: Portfolio Processes145
2.7 Assumption and Constraint Log: Portfolio Processes147
2.8 Work Breakdown Structure: Portfolio Processes149
2.9 WBS Dictionary: Portfolio Processes151
2.10 Schedule Management Plan: Portfolio Processes154
2.11 Activity List: Portfolio Processes156
2.12 Activity Attributes: Portfolio Processes158
2.13 Milestone List: Portfolio Processes160
2.14 Network Diagram: Portfolio Processes162
2.15 Activity Resource Requirements: Portfolio Processes164
2.16 Resource Breakdown Structure: Portfolio Processes166
2.17 Activity Duration Estimates: Portfolio Processes168
2.18 Duration Estimating Worksheet: Portfolio Processes170
2.19 Project Schedule: Portfolio Processes172
2.20 Cost Management Plan: Portfolio Processes174
2.21 Activity Cost Estimates: Portfolio Processes176
2.22 Cost Estimating Worksheet: Portfolio Processes178
2.23 Cost Baseline: Portfolio Processes180
2.24 Quality Management Plan: Portfolio Processes182
2.25