PfMP Portfolio Planning involves revisiting the portfolio business model during periodic strategic planning to ensure alignment with customer values, benefits, and organizational strategic goals. Initial optimization of the portfolio occurs as a result, because the portfolio is formally aligned to strategy during this phase. Portfolio metrics are reviewed to ensure that they are tied to realistic goals/objectives at the customer, strategic, and financial levels. Existing components agreed upon during the initiation stage are reviewed in more detail, including scope, timing, budget, risks involved, resourcing requirements (human, financial, asset, and intellectual), and interdependencies.
To learn the PfMP Portfolio Planning, you need:
- Read the chapter ‘Planning’ in the Standard for Portfolio Management, 4th Edition (Chapter 2.3.2).
- Read chapters 5.1, 5.2, 6.1, 7.1, 8.1 in the Standard for Portfolio Management, 3rd Edition.
- Watch the videos:
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