Portfolio Management Processes Flow in English - 3rd Edition

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The processes are separated into colors according to knowledge areas and process groups. Based on The Standard for Portfolio Management — Third Edition. Developed under permission from Project Management Institute.

Empresariales

PORTFOLIO MANAGEMENT PROCESSES
DEFINING
STRATEGIC
4.1

ALIGNING

STRATEGIC

Develop Portfolio Strategic Plan

4.2

STRATEGIC

Develop Portfolio Charter

4.3

Define Portfolio Roadmap

STRATEGIC
4.4

Manage Strategic Change

Inputs

Inputs

Inputs

Inputs

1. Organizational strategy and objectives
2. Inventory of work
3. Portfolio process assets
4. Organizational process assets
5. Enterprise environmental factors

1. Portfolio strategic plan
2. Portfolio process assets
3. Enterprise environmental factors

1. Portfolio strategic plan
2. Portfolio charter
3. Portfolio

Tools & Techniques

Tools & Techniques

1. Scenario analysis
2. Capability and capacity analysis

1. Interdependency analysis
2. Cost/benefit analysis
3. Prioritization analysis

1. Portfolio strategic plan
2. Portfolio charter
3. Portfolio
4. Portfolio roadmap
5. Portfolio management plan
6. Portfolio process assets

Tools & Techniques
1. Portfolio component inventory
2. Strategic alignment analysis
3. Prioritization analysis

Outputs

Outputs

Outputs

1. Portfolio strategic plan updates
2. Portfolio charter
3. Portfolio process assets updates

1. Portfolio roadmap

1. Stakeholder analysis
2. Gap analysis
3. Readiness assessment

Outputs

1. Portfolio strategic plan
2. Portfolio

1. Portfolio strategic plan updates
2. Portfolio charter updates
3. Portfolio updates
4. Portfolio roadmap updates
5. Portfolio management plan updates
6. Portfolio process assets updates

GOVERNANCE
5.1

Tools & Techniques

Develop Portfolio
Management Plan

Inputs
1. Portfolio strategic plan
2. Portfolio charter
3. Portfolio roadmap
4. Portfolio process assets
5. Organizational process assets
6. Enterprise environmental factors

Tools & Techniques
1. Elicitation techniques
2. Portfolio organizational structure analysis
3. Integration of portfolio management
plans

Outputs
1. Portfolio strategic plan updates
2. Portfolio management plan
3. Portfolio process assets updates

GOVERNANCE
5.2

Define Portfolio

Inputs

GOVERNANCE

1. Portfolio strategic plan
2. Portfolio charter
3. Portfolio
4. Portfolio roadmap
5. Portfolio management plan
6. Portfolio process assets

5.3

Optimize Portfolio

Inputs

Tools & Techniques
1. Portfolio component inventory
2. Portfolio component categorization
techniques
3. Weighted ranking and scoring techniques

Outputs
1. Portfolio updates
2. Portfolio roadmap updates
3. Portfolio management plan updates

1. Portfolio
2. Portfolio roadmap
3. Portfolio management plan
4. Portfolio reports
5. Portfolio process assets

Tools & Techniques
1. Capability and capacity analysis
2. Weighted ranking and scoring techniques
3. Quantitative and qualitative analysis
4. Graphical analytical methods

Outputs
1. Portfolio updates
2. Portfolio roadmap updates
3. Portfolio management plan updates
4. Portfolio reports
5. Portfolio process assets updates

PERFORMANCE
6.2

Manage Supply and Demand

Inputs
1. Portfolio
2. Portfolio management plan
3. Portfolio reports

Tools & Techniques

PERFORMANCE
Develop Portfolio Performance
Management Plan

6.1
Inputs

1. Portfolio management plan
2. Portfolio process assets
3. Organizational process assets
4. Enterprise environmental factors

1. Scenario analysis
2. Quantitative and qualitative analysis
3. Capability and capacity analysis

Outputs
1. Portfolio updates
2. Portfolio management plan updates
3. Portfolio reports

PERFORMANCE

Tools & Techniques
1. Elicitation techniques
2. Portfolio management information
system
3. Capability and capacity analysis

Outputs

GOVERNANCE
5.4

1. Portfolio management plan updates
2. Portfolio process assets updates

Inputs

1. Portfolio authorization techniques
2. Portfolio management information
system

5.5

Provide Portfolio Oversight

Inputs
1. Portfolio
2. Portfolio roadmap
3. Portfolio management plan
4. Portfolio reports
5. Portfolio process assets

1. Portfolio roadmap
2. Portfolio management plan
3. Portfolio reports

Tools & Techniques

1. Portfolio management plan updates
2. Portfolio reports
3. Portfolio process assets updates

Tools & Techniques

GOVERNANCE

Inputs

Outputs

1. Portfolio
2. Portfolio management plan
3. Portfolio reports

1. Portfolio updates
2. Portfolio management plan updates
3. Portfolio reports
4. Portfolio process assets updates

Manage Portfolio Value

1. Elicitation techniques
2. Value scoring and measurement analysis
3. Benefits realization analysis

Authorize Portfolio

Outputs

6.3

COMMUNICATION

COMMUNICATION
7.1

Develop Portfolio Communication
Management Plan

Inputs
1. Portfolio
2. Portfolio roadmap
3. Portfolio management plan
4. Portfolio reports
5. Portfolio process assets

Tools & Techniques
1. Stakeholder analysis
2. Elicitation techniques
3. Communication requirements analysis

Outputs
1. Portfolio management plan updates
2. Portfolio process assets updates

7.2

Manage Portfolio Information

Inputs
1. Portfolio
2. Portfolio management plan
3. Portfolio reports
4. Portfolio component reports
5. Portfolio process assets

Tools & Techniques
1. Elicitation techniques
2. Portfolio management information
system
3. Communication requirements analysis
4. Communication methods

Outputs
1. Portfolio management plan updates
2. Portfolio reports
3. Portfolio process assets updates

Tools & Techniques
1. Portfolio review meetings
2. Elicitation techniques

Outputs
1. Portfolio updates
2. Portfolio management plan updates
3. Portfolio reports
4. Portfolio process assets updates

RISK
8.1

Develop Portfolio Risk
Management Plan

Inputs

RISK
8.2

Manage Portfolio Risks

Inputs

Tools & Techniques
1. Weighted ranking and scoring techniques
2. Graphical analytical methods
3. Quantitative and qualitative analysis

Tools & Techniques
1. Weighted ranking and scoring techniques
2. Quantitative and qualitative analysis

Outputs

Outputs

1. Portfolio management plan updates
2. Portfolio process assets updates
3. Organizational process assets updates

AUTHORIZING & CONTROLLING

1. Portfolio
2. Portfolio management plan
3. Portfolio reports
4. Portfolio process assets
5. Organizational process assets
6. Enterprise environmental factors

1. Portfolio management plan updates
2. Portfolio reports
3. Portfolio process assets updates
4. Organizational process assets updates

1. Portfolio management plan
2. Portfolio process assets
3. Organization process assets
4. Enterprise environmental factors

Based on The Standard for Portfolio Management - Third Edition Copyright: Project Management Institute, Inc., (2014). Copyright and all rights reserved. The material from this publication has been
reproduced with the permission of PMI. Adaptation: Ricardo Viana Vargas, MSc, CSM, Microsoft MVP, PRINCE2® and PPM Registered Consultant, MSP Practitioner, PMI-RMP®, PMI-SP®, PMP® and Wagner
Maxsen, Kaplan-Norton BSC® Certified Graduate, MSc, PRINCE2® and PPM Registered Consultant, MSP Practitioner, PMI-RMP®, PMP®
Graphic Design: Sérgio Alves Lima Jardim, PMP® . Download this processes flow at www.ricardo-vargas.com

Become a member of PMI and download
the PMBOK® Guide 5th Edition and all
other PMI Standards at www.pmi.org

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uneakwhite

Portfolio Management Processes Flow in English - 3rd Edition

1. PORTFOLIO MANAGEMENT PROCESSES DEFINING STRATEGIC 4.1 ALIGNING STRATEGIC Develop Portfolio Strategic Plan 4.2 STRATEGIC Develop Portfolio Charter 4.3 Define Portfolio Roadmap STRATEGIC 4.4 Manage Strategic Change Inputs Inputs Inputs Inputs 1. Organizational strategy and objectives 2. Inventory of work 3. Portfolio process assets 4. Organizational process assets 5. Enterprise environmental factors 1. Portfolio strategic plan 2. Portfolio process assets 3. Enterprise environmental factors 1. Portfolio strategic plan 2. Portfolio charter 3. Portfolio Tools & Techniques Tools & Techniques 1. Scenario analysis 2. Capability and capacity analysis 1. Interdependency analysis 2. Cost/benefit analysis 3. Prioritization analysis 1. Portfolio strategic plan 2. Portfolio charter 3. Portfolio 4. Portfolio roadmap 5. Portfolio management plan 6. Portfolio process assets Tools & Techniques 1. Portfolio component inventory 2. Strategic alignment analysis 3. Prioritization analysis Outputs Outputs Outputs 1. Portfolio strategic plan updates 2. Portfolio charter 3. Portfolio process assets updates 1. Portfolio roadmap 1. Stakeholder analysis 2. Gap analysis 3. Readiness assessment Outputs 1. Portfolio strategic plan 2. Portfolio 1. Portfolio strategic plan updates 2. Portfolio charter updates 3. Portfolio updates 4. Portfolio roadmap updates 5. Portfolio management plan updates 6. Portfolio process assets updates GOVERNANCE 5.1 Tools & Techniques Develop Portfolio Management Plan Inputs 1. Portfolio strategic plan 2. Portfolio charter 3. Portfolio roadmap 4. Portfolio process assets 5. Organizational process assets 6. Enterprise environmental factors Tools & Techniques 1. Elicitation techniques 2. Portfolio organizational structure analysis 3. Integration of portfolio management plans Outputs 1. Portfolio strategic plan updates 2. Portfolio management plan 3. Portfolio process assets updates GOVERNANCE 5.2 Define Portfolio Inputs GOVERNANCE 1. Portfolio strategic plan 2. Portfolio charter 3. Portfolio 4. Portfolio roadmap 5. Portfolio management plan 6. Portfolio process assets 5.3 Optimize Portfolio Inputs Tools & Techniques 1. Portfolio component inventory 2. Portfolio component categorization techniques 3. Weighted ranking and scoring techniques Outputs 1. Portfolio updates 2. Portfolio roadmap updates 3. Portfolio management plan updates 1. Portfolio 2. Portfolio roadmap 3. Portfolio management plan 4. Portfolio reports 5. Portfolio process assets Tools & Techniques 1. Capability and capacity analysis 2. Weighted ranking and scoring techniques 3. Quantitative and qualitative analysis 4. Graphical analytical methods Outputs 1. Portfolio updates 2. Portfolio roadmap updates 3. Portfolio management plan updates 4. Portfolio reports 5. Portfolio process assets updates PERFORMANCE 6.2 Manage Supply and Demand Inputs 1. Portfolio 2. Portfolio management plan 3. Portfolio reports Tools & Techniques PERFORMANCE Develop Portfolio Performance Management Plan 6.1 Inputs 1. Portfolio management plan 2. Portfolio process assets 3. Organizational process assets 4. Enterprise environmental factors 1. Scenario analysis 2. Quantitative and qualitative analysis 3. Capability and capacity analysis Outputs 1. Portfolio updates 2. Portfolio management plan updates 3. Portfolio reports PERFORMANCE Tools & Techniques 1. Elicitation techniques 2. Portfolio management information system 3. Capability and capacity analysis Outputs GOVERNANCE 5.4 1. Portfolio management plan updates 2. Portfolio process assets updates Inputs 1. Portfolio authorization techniques 2. Portfolio management information system 5.5 Provide Portfolio Oversight Inputs 1. Portfolio 2. Portfolio roadmap 3. Portfolio management plan 4. Portfolio reports 5. Portfolio process assets 1. Portfolio roadmap 2. Portfolio management plan 3. Portfolio reports Tools & Techniques 1. Portfolio management plan updates 2. Portfolio reports 3. Portfolio process assets updates Tools & Techniques GOVERNANCE Inputs Outputs 1. Portfolio 2. Portfolio management plan 3. Portfolio reports 1. Portfolio updates 2. Portfolio management plan updates 3. Portfolio reports 4. Portfolio process assets updates Manage Portfolio Value 1. Elicitation techniques 2. Value scoring and measurement analysis 3. Benefits realization analysis Authorize Portfolio Outputs 6.3 COMMUNICATION COMMUNICATION 7.1 Develop Portfolio Communication Management Plan Inputs 1. Portfolio 2. Portfolio roadmap 3. Portfolio management plan 4. Portfolio reports 5. Portfolio process assets Tools & Techniques 1. Stakeholder analysis 2. Elicitation techniques 3. Communication requirements analysis Outputs 1. Portfolio management plan updates 2. Portfolio process assets updates 7.2 Manage Portfolio Information Inputs 1. Portfolio 2. Portfolio management plan 3. Portfolio reports 4. Portfolio component reports 5. Portfolio process assets Tools & Techniques 1. Elicitation techniques 2. Portfolio management information system 3. Communication requirements analysis 4. Communication methods Outputs 1. Portfolio management plan updates 2. Portfolio reports 3. Portfolio process assets updates Tools & Techniques 1. Portfolio review meetings 2. Elicitation techniques Outputs 1. Portfolio updates 2. Portfolio management plan updates 3. Portfolio reports 4. Portfolio process assets updates RISK 8.1 Develop Portfolio Risk Management Plan Inputs RISK 8.2 Manage Portfolio Risks Inputs Tools & Techniques 1. Weighted ranking and scoring techniques 2. Graphical analytical methods 3. Quantitative and qualitative analysis Tools & Techniques 1. Weighted ranking and scoring techniques 2. Quantitative and qualitative analysis Outputs Outputs 1. Portfolio management plan updates 2. Portfolio process assets updates 3. Organizational process assets updates AUTHORIZING & CONTROLLING 1. Portfolio 2. Portfolio management plan 3. Portfolio reports 4. Portfolio process assets 5. Organizational process assets 6. Enterprise environmental factors 1. Portfolio management plan updates 2. Portfolio reports 3. Portfolio process assets updates 4. Organizational process assets updates 1. Portfolio management plan 2. Portfolio process assets 3. Organization process assets 4. Enterprise environmental factors Based on The Standard for Portfolio Management - Third Edition Copyright: Project Management Institute, Inc., (2014). Copyright and all rights reserved. The material from this publication has been reproduced with the permission of PMI. Adaptation: Ricardo Viana Vargas, MSc, CSM, Microsoft MVP, PRINCE2® and PPM Registered Consultant, MSP Practitioner, PMI-RMP®, PMI-SP®, PMP® and Wagner Maxsen, Kaplan-Norton BSC® Certified Graduate, MSc, PRINCE2® and PPM Registered Consultant, MSP Practitioner, PMI-RMP®, PMP® Graphic Design: Sérgio Alves Lima Jardim, PMP® . Download this processes flow at www.ricardo-vargas.com Become a member of PMI and download the PMBOK® Guide 5th Edition and all other PMI Standards at www.pmi.org

Portfolio Management Processes Flow in English - 3rd Edition

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