Ch 4: Portfolio Performance

About This Chapter

These lessons illustrate information about portfolio performance such as performance management and resource allocation. As you work through these lessons, you can easily increase your understanding of this topic.

Portfolio Performance - Chapter Summary

The lessons presented to you in this chapter will address material about performance management and records management. You will understand what portfolio initiation and the process of performance management. You will cover the following topics in this chapter:

  • Techniques to collect portfolio performance data
  • Five steps of performance management
  • Examples of the impact of monitoring and not monitoring
  • How to manage portfolio changes
  • Resource allocation
  • Examples of scenario analysis
  • How to use change analysis
  • Benefits of records management process

The lessons are taught by experienced and knowledgeable instructors. Our lesson quizzes also give you immediate feedback so you can quickly find out what your strengths and weaknesses are and so you can go back into the lesson to review certain areas if necessary.

12 Lessons in Chapter 4: Portfolio Performance
Test your knowledge with a 30-question chapter practice test
Portfolio Initiation & Performance Measurement

1. Portfolio Initiation & Performance Measurement

In this lesson, learn about developing a portfolio roadmap that supports the initiation and activation of a portfolio. We'll discuss a case study on how to create the roadmap, develop performance measures, and determine portfolio results.

Monitoring Portfolio Performance: Techniques & Importance

2. Monitoring Portfolio Performance: Techniques & Importance

Monitoring portfolio performance will make your job as a portfolio manager easier. Learn more about how to create a dashboard and get the data you need, as well as the most useful auditing techniques.

Change Management Techniques for Portfolio Management

3. Change Management Techniques for Portfolio Management

In this lesson, you will learn about the core change management techniques that businesses use to manage and communicate portfolio changes suggested by top managers or end users.

Resource Allocation in Management: Methods, Process & Strategy

4. Resource Allocation in Management: Methods, Process & Strategy

Only so many resources are available, and a business must decide where to use them. In this lesson, you'll learn about resource allocation, the ideal method, and a typical allocation process. A short quiz follows the lesson.

What is Benefits Realization Management?

5. What is Benefits Realization Management?

There is more to a project then just getting it done. The project should also produce something beneficial. In this lesson we will learn how a company understands and realizes those benefits.

Benefits Realization - Metrics & Monitoring

6. Benefits Realization - Metrics & Monitoring

An organization that invests in a project does so in order to advance its strategic goals. This lesson described the ways that an organization can maximize the project's benefits by monitoring metrics.

Updating Program Benefits Realization Plans

7. Updating Program Benefits Realization Plans

Nothing lasts forever - including benefits realization plans. This lesson explores the scenarios that often require updates to a program's benefits realization plan in both positive and negative directions.

Scenario Analysis in Portfolio Management

8. Scenario Analysis in Portfolio Management

In this lesson we will learn about scenario analysis as a tool to allocate or reallocate capacity, and its benefits for portfolio management and performance.

Using Change Analysis to Refine Portfolio Roadmaps

9. Using Change Analysis to Refine Portfolio Roadmaps

When an organization is not performing as expected, change analysis helps move it to a more desired state. In this lesson, we learn about the life cycle of change as an organization implements changes to organizational resources.

Records Management Process in Organizations

10. Records Management Process in Organizations

Most organizations deal with large amounts of information on a regular basis and require a records management process. Learn how a records management process assists organizations in creating, classifying, and managing their documents.

Five Principles of Total Quality Management (TQM)

11. Five Principles of Total Quality Management (TQM)

Total quality management (TQM) is achieved and becomes part of the overall organizational culture when the five principles - produce quality work the first time, focus on the customer, have a strategic approach to improvement, improve continuously and encourage mutual respect and teamwork - are practiced by all employees.

Implementing Total Quality Management (TQM) in an Organization

12. Implementing Total Quality Management (TQM) in an Organization

When an organization adopts total quality management, they are really creating a new culture of customer satisfaction and quality products and services utilizing the skills of highly qualified employees and strong supplier relations to meet and exceed organizational goals.

Chapter Practice Exam
Test your knowledge of this chapter with a 30 question practice chapter exam.
Not Taken
Practice Final Exam
Test your knowledge of the entire course with a 50 question practice final exam.
Not Taken

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