Learn Portfolio Planning

During periodic portfolio strategic planning, the portfolio business model is revisited to ensure that it is in alignment with customer values / benefits and business / 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 Portfolio Planning you need:

  1. Read the chapter ‘Planning’ in the Standard for Portfolio Management, 4th Edition (Chapter 2.3.2).
  2. Read chapters 5.1, 5.2, 6.1, 7.1, 8.1 in the Standard for Portfolio Management, 3rd Edition.
  3. Watch the videos:

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