Purpose:
Involves building upon the efforts of the Game Plan and providing the foundation to plan the investment strategy and portfolio/sub-portfolio structures.
Objective:
Description:
Based on input from the game plan, a portfolio plan is developed to define the investment strategy and portfolio structure. During Planning, the sub-portfolios are determined. An overall portfolio categorization scheme is created, and each category’s target percentage of resource allocation is agreed upon. A personal investment portfolio analog would note the distinction between bonds, various types of equities, and real estate and would make a guesstimate of how much will be invested in each category. An overall portfolio strategy and the categories into which investments will be split are determined (e.g., run, grow, and transform; core, nondiscretionary, discretionary, growth, and venture; or discovery, project, and asset investments). The goals and target investment mixes across these categories are set.
Inputs:
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Outputs:
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Controls:
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Task Instructions:
Plan Investment Strategy
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining specific investment categories.
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for determining appropriate mix of these categories
Plan Portfolio Structure
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for determining hierarcy
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining how the portfolio is organized
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining requirements
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining views for the portfolio
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for selecting the set of sub-portfolios
Plan Individual Subportfolios
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for determining goals, metrics, and target mixes for each sub-portfolio
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for Evaluate the portfolio impact
- Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for packaging sub-portfolio information into the portfolio plan.
When your employees have questions, they want immediate answers. And when different needs arise during the workday, employees are motivated to learn at the moment.
In-the-flow learning delivers real-time education when your employees need it most and unleashes opportunities to:
- Identify skills that need to be developed
- Implement practical approaches to support learning
- Discover how to better support skills development
Here are the training modules for Decision Analysis and Resolution: