Project Portfolio


The client had a large number of project requests with an ad-hoc process for assessing which ones should be executed. They were under pressure to justify the added value of the projects they were executing.


After establishment of a Charter to document the key aspects of the assignment, key strategy and business documents were reviewed along with existing material used to prioritize projects. A series of interviews were conducted with stakeholders to assess what they felt was working and what wasn’t, along with expectations for improvement. We facilitated the development a new project intake and ongoing assessment process, including an initial scoring matrix linked to strategic business goals. The process now manages the complete client portfolio of projects, from identification through to termination or completion.

Key Outcomes/Results

We created a clear, comprehensive and agreed upon method of selecting projects that satisfied all stakeholder needs. Our work gave them the ability to track project progress against stated objectives and business values with the materials to support.