Managing the Project Portfolio

Visibility and ready access to information regarding projects in progress are two important aspects of managing the portfolio. A master project list in a table format that contains the following information is an easy but effective system to create and maintain.

Table 3-1. Process Step Description: Strategic Forecast Plan
StepStep DefinitionRole(s)Activity Definition
1Identify Business Unit Goals and ObjectivesManagement TeamThe management team identifies and documents the business unit's annual goals and objectives.
2Complete Project ProfilesManagersManagers identify projects required to satisfy the business unit goals and objectives. A project profile form is completed for each proposed project and filed with the ...

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