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Assignment 1: Describe reasons for portfolio management

Discuss in pairs reasons for portfolio management (5 min)

Assignment 2: Organizational energy

In pairs or small groups:

• Give examples of different types of energy in your own organization and plot these in an Intensity/Quality matrix (flip-over 10 min)

• What can be done to move people into the high intensity, positive quality quadrant? (flip-over 5 min)

• Present to the group

Assignment 3: Categorization and prioritization

Individual or affinity groups (10 min)

▸ Identify strategic themes that can help to segment your portfolio

▸ Describe generic portfolio segmentation examples

▸ Gives examples of investment criteria to prioritize the segments

Assignment 4: Portfolio definition cycle

In (affinity) groups:

Put the answer on a flip-over and discuss (15 min)

▸ Create a poster with the 5 portfolio definition practices

Assignment 5: Business change lifecycle

In (affinity) groups:

Put the answer on a flip-over and present (15 + 10 min)

▸ Draw the business change lifecycle of your own organization

▸ Emphasize the decision points and describe who makes what decisions

Assignment 6: Portfolio delivery cycle

In (affinity) groups:

Put the answer on a flip-over and discuss (15 min)

▸ Create a poster with the 7 portfolio delivery practices

Assignment 7: Programme and project information template

Getting clarity about your projects and programmes.

• Design your own programme and project information template (on a flipchart)

• Use it for one of your projects

First in small groups then plenary (15 min)

Assignment 8: Governance bodies

In (affinity) groups (15 min):

• Draw the set-up of your PDG and PPG

• Draw your organization chart highlighting the members in your portfolio boards

• Explain the different roles and responsibilities in your portfolio boards

Answers and explanations assignments

The assignments do not have a clear-cut answer, partly because they are practical assignments. It is important to evaluate the assignments and to pay extra attention that certain aspects are used during the assignments.

The answers/explanation to the assignments give you subjects to discuss in the evaluation. The following aspects need to be present in giving a full explanation of the assignment.

Explanations 1: Describe reasons for portfolio management

• The number of projects increases only

• Continuously new surprises

• No overview of running projects

• Overview of projects is polluted

• Everyone has its own pet projects

• Who call at loudest, gets priority

• There is no insight in the required resources

• We know what we spent, we do not know what we get

Explanations 2: Organizational energy

• See figure 5.1 organizational energy matrix

• Examples in line with table 4.5 energized change culture

• Examples in line with the four C’s

Explanations 3: Categorization and prioritization

• Real strategic themes, e.g. digitalization or specific projects?

• Generic portfolio segments. E.g. Legal, maintenance, Commercial etc.

• Investment criteria:

o Are the investment criteria specific and measurable?

o Financial metrics: monetary measures, percentage measures, time measures?

o Multi-criteria: Return of attractiveness, risk or achievability?

Explanations 4: Portfolio definition cycle

• Are all practices visualized?

• In a group, evaluate the practices

Explanations 5: Business change lifecycle

• Are process steps clear?

• Do we start with intake of initiatives to build the portfolio or do we start with a single project?

• Clear who makes, and when, the decisions to go to the next step?

Explanations 6: Portfolio delivery cycle

• Are all practices visualized?

• In a group, evaluate the practices

Explanations 7: Programme and project information template

• How does the template look like? Just following the book or a fancy canvas?

• Is the template correctly used for the example?

Explanations 8: Governance bodies

• Is the top of the organization involved in the PDG?

• Is there a linking pin between the PDG and PPG (Portfolio director)?

• Are the other members of the PDG different from the members in the PDG?

• Has combining been considered?