Aligning corporate portfolios

"Show me your portfolio and I'll show you your strategy."

We have developed over the past twenty years a strategy implementation planning process, which is used to analyse and construct portfolios of projects. Using tools to categorise projects, to map the required changes to the operating model, products delivered by projects and benefits, and to build resource demand - resource availability models, we assist organisations to define corporate project portfolios that are fully aligned to their strategy.

Clients turn to us with many concerns; typically you ask for our help to:

• Gain visibility of the corporate portfolio and how it supports corporate strategy
• Implement efficient approaches to make the right portfolio investment decisions
• Predict the real impact of proposed changes on the business
• Align initiatives to the business strategy – shutting down mis-aligned projects
• Re-structure the corporate portfolio
• Manage the portfolio of operational projects
• Develop a benefits realisation and tracking approach for the Board
• Implement change in a way that is acceptable and achievable by the business
• Establish portfolio reporting in a PMO (PSO).

The techniques and services we develop our tailored solution from include: 

Consulting services & tools:

• Portfolio management
• Business case development
• Strategic implementation planning process and tool kit
• PPSO consultancy & PPSO coaching
• PPSO fast start and rescue
• Sponsor coaching and mentoring
• Project initiation workshops (PIWs), post implementation reviews (PIRs), health checks, surgeries and stage gate reviews
• Project categorisation consultancy and PCAT tool
• Portfolio categorisation, analysis & structuring
• e-PPSO tool

Courses and tailored learning solutions, covering areas such as:

• Portfolio management
• Programme governance / management
• Exploiting your project and programme support office
• Senior executive or sponsor briefing
• Bespoke sponsor or executive workshop facilitation
• Business case & investment appraisals
• Benefits management / modelling

Profiling:

• Profiling sponsors

Interim placements:

• Portfolio manager
• Programme manager
• PMO manager
• PMO assistant
• SIPP consultant