Speech Abstract

Internal portfolio management means managing investments in service providers (such as IT) as one would manage a portfolio of financial investments. Portfolio managers use the organization's finite budget to "buy" products (projects) and services from internal staff based on returns on investments (ROI).

It takes careful planning to implement all of the components of portfolio management, including revamping the budgeting process, establishing clients as portfolio managers, defining business processes for project approvals, implementing "checkbook" accounting and invoicing, and supplying investment justifications (costs and benefits) in a useful form.

This one-day briefing will help your leadership team understand the full scope and implications of internal portfolio management, and exactly what's involved in implementing it.

Outline

• Definition and scope of concept

  - Budgeting

  - Priority setting throughout year

• What benefits to expect

• Components: why, what, and how to implement them

  1. Budget and rates

  2. Checkbook management

  3. Contracting, project tracking

  4. Life-cycle cost estimation

  5. Benefits measurement

  6. Culture

• Sequencing the components into a plan

• Facilitated discussion: next steps

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