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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

Portfolio initiation and performance measurement are the steps necessary to launch a portfolio and monitor its progress. Read the steps required to get a portfolio off the ground and look at how to ensure consistent performance.

Monitoring Portfolio Performance: Techniques & Importance

2. Monitoring Portfolio Performance: Techniques & Importance

Monitoring portfolio performance comes down to using good techniques and staying strategically aligned to your professional goals. Learn how industry leaders monitor their portfolios through auditing and constant re-alignment.

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

Resource allocation is a business process focused on the strategic use of resources. Learn the definition, methods, process, and strategies of resource allocation, including strategic planning, budgeting, logistical management, and monitoring and evaluation.

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

Organizations will collect and store a lot of information about management operations, business intelligence or clients' personal information. Learn more about what records management is, record creation, usage and maintenance, archive or disposal.

Total Quality Management (TQM): Definition, Principles & Examples

11. Total Quality Management (TQM): Definition, Principles & Examples

Total quality management becomes part of an overall organizational culture when five principles are practiced by all employees. Explore the definition of total quality management, what its five principles are, and how it works interdepartmentally.

Implementing Total Quality Management (TQM) in an Organization

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

Through total quality management (TQM), an organization can improve earnings, customer and employee satisfaction, and supplier relationships. Explore the necessary steps to implement TQM in an organization.

Chapter Practice Exam
Test your knowledge of this chapter with a 30 question practice chapter exam.
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Practice Final Exam
Test your knowledge of the entire course with a 50 question practice final exam.
Not Taken
More Exams
There are even more practice exams available in Portfolio Performance.

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