Getting to know your role as

Portfolio-Program Managers

Introduction to the Portfolio/Program role (06:35)

Portfolios Overview (03:15)

Intake Reporting (03:24)

Innovation Reporting (03:08)

Portfolios Leadership Reporting (07:19)

Creating portfolios and programs

Overview: Creating portfolios and programs (03:49)

Document charter/business case (05:53)

Capture portfolio/program key dates (04:38)

Identify portfolio/program stakeholders (02:50)

Add related programs/projects (03:40)

Downloadable Job Aid (10-min read)

Lab Worksheet: Examples (real-world)

Collaborating on portfolio and program support items

Overview: Collaborating on support items (06:22)

Manage program issues (03:21)

Manage portfolio/program risks (03:48)

Track portfolio/program decisions (04:13)

Record and manage program change requests (04:00)

Document portfolio/program constraints (02:24)

Capture portfolio/program assumptions (02:27)

Capture portfolio/program lessons learned (02:43)

Manage portfolio/program documents (03:42)

Downloadable Job Aid (20-min read)

Lab Worksheet: Examples (real-world)

Understanding portfolio / program status

Overview: Understanding portfolio/program status (04:40)

Understand portfolio/program progress (04:46)

Validate portfolio/program key dates (02:49)

Set program KPIs and compose status narratives (05:45)

Adjust the portfolio/program (03:49)

View and verify portfolio/program status report (02:30)

Downloadable Job Aid (10-min read)

Lab Worksheet: Examples (real-world)

Portfolio / Program Administration

Portfolio/Program administration (04:16)

Downloadable Job Aid (2-min read)

Managing the relationship between strategy and execution

Manage the relationship between strategy and execution (02:35)

Downloadable Job Aid (2-min read)

Lab Worksheet: Examples (real-world)

Creating and maintaining ideas

Overview: Creating and maintaining ideas (02:20)

Create and maintain ideas (03:06)

Manage the ideas process flow (03:06)

Downloadable Job Aid (5-min read)

Lab Worksheet: Examples (real-world)

Creating and maintaining business challenges

Overview: Creating and maintaining business challenges (02:37)

Create and maintain business challenges (02:55)

Associate ideas with challenges (01:40)

Manage the challenge process flow (02:44)

Downloadable Job Aid (5-min read)

Lab Worksheet: Examples (real-world)

Creating and managing proposals

Overview: Creating and managing proposals (02:24)

Create and maintain proposals (04:45)

Define proposal resource requirements (04:56)

Manage the proposal approval process (03:08)

Downloadable Job Aid (5-min read)

Lab Worksheet: Examples (real-world)

Downloadable Job Aid (Resource Req)

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