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List of contents
Introduction and Background. Definitions. Objectives of Portfolio Management. Benefits of Portfolio Management. Portfolio Management Process Implementation. Assessing the Current State of Your Portfolio Management Processes. The Importance of Linking Execution with Strategy. Defining the Portfolio Vision and Plan. Implementing Portfolio Management from Scratch. Improving Portfolio Management Processes. Agile Portfolio Management. Implementing An Agile Portfolio Management Framework. The Core Elements - Orchestration. The Definition Cycle. The Delivery Cycle. Making Agile Work At the Portfolio Level - Choreography. Benefits Management. Financial Management. Risk Management. Dependency Management. Stakeholder Engagement . Governance – Who Does What and When. Resource Management . Artifacts. The Strategic Plan. Portfolio Backlog. Portfolio Dashboard. Portfolio Management Framework. Portfolio Charter. Portfolio Delivery Plan and Roadmap.
About the author
Steve Butler is a dynamic PMO manager and globally recognized expert in the field of portfolio management. He offers deep cross-industry knowledge of PMO design, implementation and management, and significant experience successfully linking broad strategic objectives into specific initiatives that drive tangible change. Selective highlights of Butler’s work include the following:
Worked with organizations such as the UK Financial Conduct Authority, Allen & Overy, Credit Suisse, Barclays Wealth, HSBC, the FT, the NHS, Vodafone, Orange, Gazprom, Zurich Insurance, and Old Mutual Wealth—and with PMI
Current Chair of the UK Portfolio Management Forum
Core committee, which wrote PMI’s The Standard for Portfolio Management – Fourth Edition
Core member of the governance board that created the Portfolio Management Professional certification (PfMP), and sits on the global assessment panel for PfMP applicants
Master’s Degree in Strategic Management and is in his final year of his doctoral studies, researching for a dissertation entitled "Complexity and its Impact on Portfolio Delivery"
Summary
This book examines the definition of complexity and its meaning, and its components relative to simple and complicated problems - from a project portfolio perspective and in engineering terms. It investigates its origins in terms of complex adaptive systems and compares the influences on the business world to those of systems observed in the natural world. It examines how systems theory can be used to gain a better understanding of the increasingly complex environment within which a modern portfolio exists. The book navigates through complexity by using tested engineering approaches to ensure a portfolio continues to maximize return.
