Deploying a project portfolio system

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We've developed a deployment template that follows the 4-step flow from Strategy Prioritization to Success/Failure Analysis.

Summary deployment map

Summary deployment map

The deployment flow starts with an as-is assessment of the current planning process. We then develop "strawman" models with a cross-functional core team. This permits us to experiment with decision criteria in a smaller focused group. This preplanning makes the group workshops more efficient. Then we "involve and refine" the models with larger groups -- to get buy-in and participation. The final step is to add constraints into the model in order to understand what can be done with the current resource limitations.

Detailed deployment mindmap

Detailed deployment mindmap

The deployment concludes with skills being transferred to an internal team that carries on the Portfolio Refresh process 1-2 times a month.