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Objective: Develop a business report to a company board recommending portfolio management Task: Develop a report, presentation and associated excel sheets to present to the
Objective: Develop a business report to a company board recommending portfolio management Task: Develop a report, presentation and associated excel sheets to present to the company board to recommended a prioritised Portfolio that will address its market opportunities and challenges within its organisational constraints (e.g. a balanced portfolio). Outline the risk ratings and evaluation criteria that you have used to arrive at your Portfolio. You will also need to include how you would Align initial recommendations to ensure the organisation can achieve their strategic objectives. The Report The alignment process report should include descriptions and analysis of: Portfolio Identification . Selecting and describing the lens used to identity initiative/projects . Identify and documenting 20 initiatives/projects Portfolio Categorisation . Identifying and apply the categories . Creating the Strategy alignment table . Trimming the tree to 10 to 12 initiatives/projects Portfolio Evaluation . Creating the right "project on a page" template . Identifying the right variables to enable evaluation and prioritisation . Applying the project evaluations for the 10 or 12 initiativesPortfolio Prioritisation . Developing the prioritization and weighting method . Applying the method to the initiatives/projects . Select top six initiatives/projects Portfolio Balancing of top 6 . Constraint analysis (funds, internal resources, change and risk) . Resources Aggregation diagrams across critical constraints . Resources leveling and to satisfy both problem statement and constraints PowerPoint The PowerPoint presentation should summarise the key points of the report and information to enable a company board to understand portfolio alignment to make an informed decision. The presentation must contain comments in the Notes section that reflect what is expected to be discussed when presented. Excel Spreadsheet The spreadsheet should include the numerical analysis of the portfolio of projects and used to support your report and presentation. Criteria by which your assignment will be marked: . The quality of the presentation, report and associated excel sheets to present to the Board the recommended prioritised Portfolio that will address its market opportunities and challenges within its organisational constraints . Demonstrated ability to transfer or apply concepts covered in the course to this topic. . Demonstrated awareness of and insight with regard to this topic. . Application of theory and principles into practice; . Demonstrated quality and depth of analysis. . Demonstrated quality of writing
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