I. Introduction
- What is PFM?
- Fundamental PFM concepts
- Measuring your investment in projects
- What’s at stake; why PfM matters
- Portfolio success rests on project success
- Benefits of a formal approach to PfM
II. PfM Process Overview
- The PfM process
- PfM governance structures
- PfM process groups
- PfM stakeholders
- Steps for improving the PfM process
III. Portfolio Definition
- Portfolio overview
- Stakeholders & governance
- Portfolio processes
- Portfolio definition document
- Authorization
IV. Project Identification and Categorization
- Project request; project charter
- Categorizing projects
- Project tiers
- Using the project register
V. Project Evaluation
- The evaluation team
- The evaluation process
- Focusing on business value
- Evaluating projects for four levels of success
- Importance of effective estimation practices
- Selection criteria & scoring
- Evaluation tools and techniques
VI. Project Selection and Funding
- Selection and funding guidelines
- Project selection logic and tools
- The prioritization process
- Prioritization tools
- Authorization and budgeting
- Project pipeline management
VII. Managing the Portfolio
- Managing change
- Portfolio metrics
- Using gate reviews to drive portfolio updates
- Rebalancing the portfolio
- Measuring business value
- Reporting on portfolio results
VIII. PfM Implementation
- The PfM implementation program
- Success factors and risks
IX. PfM Practice Assessment
- PfM best practices
- Short practice assessment; are you using formal PfM today?
- Evaluating results
- Wrap-up discussion