Collect, validate, and aggregate all required portfolio decision
support information, ensuring that all data related to expected benefits and
revenues is current and available across all dimensions
of the portfolio, driving reporting and analysis steps carried out during
the task of monitoring the portfolio, and conducting reviews.
The data gathered and validated is relevant to the following and all authorized
components currently in execution within the portfolio:
- Expected benefits, savings, and cost reductions
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Actual and projected revenues
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Industry and market segment revenue projections
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Currency conversion gains or losses
- Benefits or revenues probabilities, dependencies, and risks
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Benefits or revenues planned and target realization date
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Changes to business cases (cash flow projections and probabilities)
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Portfolio metrics and measures (return on investment (ROI), internal rate of return (IRR), and net present value (NPV))
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Project or program health and indicators
- Project schedule and cost compared to the plan
Use supporting data review cycles while monitoring and controlling your portfolio.
These cycles include daily team status and assignments, weekly project updates,
monthly product reviews, and quarterly executive reviews. The collection
and aggregation of data (in support of those distinct but connected cycles) are
ongoing processes that produce specific deliverables and reports at
particular points in time of the overall portfolio review cycle.
The revenue and benefits information is typically reviewed during quarterly
portfolio reviews, but it is collected continuously across the several cycles.
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