Portfolio Mgt Presentation
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Overview of Portfolio Management
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Portfolio Mgt Presentation
- 1. Portfolio Management Carolyn Reid, PMP, MBA CSR Consulting
- 6. The Issue
- 7. Corporate leaders increasingly face a confusing, complex, and uncertain environment. Globalization and technology constantly change the market and industry structures that have historically defined the nature of competition. The pace of change is accelerating!
- 8. “ According to Analysts, most companies spend close to 40% of their capital budgets on investments that do not align with their corporate strategies .”
- 11. The Solution
- 13. “ Portfolio Management is a disciplined and structured process of selecting and governing the projects, programs and work that best meet the goals and objectives of the organization, based upon established criteria.”
- 14. “ It enables organizations to categorize, evaluate, prioritize, purchase, and manage assets, projects and resources so they are aligned with current and future business strategy and goals to achieve an acceptable balance of risk and reward.”
- 19. The Portfolio Management Process
- 20. The Business Cycle Strategic Objectives Select, Prioritize, Review, Approve Investments Balance the Portfolio. Review Project Performance Core Competency Have goals changed? Is the Project failing?
- 21. Initiating a Portfolio Management System
- 28. Select and Prioritize Because you can’t do everything… Market Attraction Client Satisfaction Company Image Improved Bottom line Performance Improvements Cost Reduction Other Criteria Selection and Prioritization Criteria Select and prioritize the investment requests based on market objectives, performance and capacity... Strategic Contribution Pay-back period Profitability Reversibility and Risks
- 38. Review/ Approve Investments and Balance the Portfolio
- 41. ProSight Stakeholder Collaboration Business Unit/ Program Focus Team/ Project Focus Corporate Focus Portfolio Management Document Management Forms Investor Map Scorecard Workbook
- 45. Balancing The Portfolio What we want to do What we are able to do What we actually do INVESTMENTS CAPACITY Optimal Plan Portfolio Management The Balancing Act
- 52. The Tools
- 56. Business Cases
- 67. Summary
- 70. The Purpose: Creating a successful, flexible and adaptable Organization doing the right things and keeping up with the changing market.
- 71. Thank You!!
Editor's Notes
- Your kids have just asked you for money for the zillionth time this week and you are thinking – all they know how to do is spend. They need to learn budgeting. So you start thinking about letting your children handle the family budget one month as a great lesson in budgeting. You picture sitting them down and explaining budgeting about first paying bills – rent, utility etc., about saving and then maybe working on one of the many home improvement projects you have. But then you picture the end result and you know you can’t do this. In the end your children would have more clothes, toys or electronics and you would have threatening letters from the bank and the utilities and others that you owe monthly. Point is, Do you think all corporate executive committees put more rigorous thought and logic behind decisions they make about their business investments ? Many organizations allow the loudest, the vps with the most clout or whoever is in favor to conduct their pet projects without first justifying the expenditure. Politics is often important to choice of projects . When doing my MBA work, I once worked on a group presentation on bad strategies, New Coke, Exxon Valdez Oil spill – how they handled it and I did a local corporations bad diversification . These were not well thought out plans . Just as business investments and projects are not always well thought out. Today we are going to talk about doing the right things