DERIVE OPTIMAL VALUE FROM YOUR INVESTMENT IN CHANGE
- Select the right projects and programs for the investment budget.
- Create an optimal mix across initiative types based on forecast resource capacity utilisation and business impacts.
- See a clear view of the forward investment pipeline, avoiding surprises, and that benefits are tracked through to achievement.
- Effectively plan and monitor the performance of your portfolio to enable you to derive optimal value from your investment in change.
Investment Portfolio Proposals
- Move ideas into investments through creation of annual portfolio investment proposals.
- Engage with stakeholders to write ideas summaries for the first viability gate check.
- Prepare for annual investment portfolio selection processes.
Investment Portfolio Selection
- Choose the ‘right’ initiatives through facilitation of triage, appraisal, and prioritisation.
- Determine business-as-usual / operational initiatives and bring them into portfolio scope and control, if required.
Portfolio Delivery Planning
- Develop a Portfolio Delivery Plan identifying all proposed projects, estimated costs, resource requirements, delivery timeframes, target benefits.
- Strategies to manage all of the above ensures the scope of delivery is clear, and accountability can be assigned.
- Portfolio sequencing to reduce business impacts, and identify interdependent projects.
Pipeline and Budget Management
- Ongoing challenge of portfolio priorities to ensure the portfolio delivers value.
- Supporting the management of new ideas and initiatives to include (or reject) through good governance.
- Clear view of your forward investment pipeline and budget without any surprises.
- Determine if additional demand can be addressed by existing roadmaps or if a change is required.
Monitor Portfolio Performance
- Monitor and report on your portfolio against metrics that you set.
- Derive optimal value from the investments.
- Regular tracking of risks, issues and investment delivery performance to ensure decision makers remain informed of the viability of the investment portfolio.
Portfolio Governance Support
- Regular, consistent, and controlled executive engagement for portfolio direction.
- Manage expectations and maintain alignment of the portfolio to the direction of your business.
Portfolio Value & Benefits
- Identify and track the benefits of individual investments, as well as the entire portfolio.
- Monitor the investments selected generate value in the business once delivered.
Portfolio Resource Capacity & Demand
- Identification and balancing of resource demand on a regular basis.
- Advise on how best to optimise resources capacity and demand.