week 54

PMG654 – Portfolio Management

Portfolio Balancing

Due Date: 11:59 pm EST, Sunday of Unit 6

Points: 100

Overview: Portfolio balancing ensures that the goal of the portfolio is appropriately aligned with the

organization’s business strategy. It requires that the project first be prioritized and the

balancing of resources (including people and money), risks, and benefits to the

organization.

Portfolio Value Analysis entails the activities related to analyzing the value (both tangible

and intangible) of the portfolio through its components. The purpose of this is to manage

the portfolio value, by ensuring the intended value of the portfolio is aligned with the

organization’s strategy.

Instructions:

Use portfolio value analysis to balance your course project portfolio.

• Determine and detail your project portfolio strategy.

• For your portfolio value analysis consider the following for each project:

o Budget/resource requirements

o Performance

o Value provided to portfolio

o Any interdependencies that projects may have on each other (in goals,

resources, customers, etc.)

o Risk (both threats and opportunities) that the project takes on for the

portfolio

o Diversity that the project provides to the portfolio

Requirements:

The submitted assignment should include the following in an MS Word document:

• Your portfolio strategy

• The rationale used for Portfolio Balancing

• The resultant list of projects in your portfolio (Keep in mind that this will likely not

be the same list of projects you provided in Unit 2, as after analysis, you may

determine some projects no longer fit within your portfolio strategy)

Be sure to read the criteria by which your work will be evaluated before you write and again after you write.

Evaluation Rubric for Portfolio Balancing Assignment

CRITERIA Deficient Needs Improvement

Proficient Exemplary

0-11 points 12-15 points 16-19 points 20 points

Your Project Portfolio Strategy

Project Portfolio Strategy is missing or inadequate.

Project Portfolio Strategy is lacking.

Project Portfolio Strategy is properly provided.

Project Portfolio Strategy is exceptional.

List of Projects in your Portfolio

Project Portfolio list is missing or inadequate.

Project Portfolio list needs improvement.

Project Portfolio list is adequately provided.

Project Portfolio list is exemplary.

0-17 points 18-23 points 24-29 points 30 points

Rationale used for Portfolio Balancing

Rationale is missing or inadequate.

Rationale needs improvement.

Rationale is adequately provided.

Rationale is exemplary.

0-5 points 6-7 points 8-9 points 10 points

Resources No resources. 1 resource beyond course readings.

2 resources beyond course readings.

More than 2 resources beyond course readings.

0-11 points 12-15 points 16-19 points 20 points

Clear and Professional Writing and APA Format

Errors impede professional presentation; guidelines not followed.

Significant errors that do not impede professional presentation.

Few errors that do not impede professional presentation.

Writing and format are clear, professional, APA compliant, and error free.

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course. Students should contact the library (library@post.edu) for information on which resources can

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