Change: Change Portfolio and Investment

Overview

Shaping the investment portfolio to achieve the target state.

resources

timing

dependencies

allocated to programmes or projects

 

governance

initiate programmes or projects from the governance..

Change Portfolio and Investment

Identify the structure of the portfolio

Programmes and projects generally fall into two types:

  • Customer or delivery focused
  • Capability development or improvement.

This design is based upon the types and number of changes coming from the roadmap and architectural states work.

Scope for Each of the Programmes / Projects

Allocate the changes / products to a programme / project. This will set the scope for the programme / project and the types of capabilities they need to deliver these changes.

The Portfolio

The portfolio of programmes and projects can then be sized to allow constraints to be applied.

As each of the programmes and projects are defined, these will be prioritized and then started as necessary.

Summary and Recommendations

The Portfolio of programmes and projects is described in a set of documents (very similar to a top level programme).

  • Vision
  • Roadmap and Plan
  • Portfolio of Programmes and Projects
  • Portfolio Business Case
  • Enterprise Architecture (e.g. architecture descriptions)
  • Dependencies, Risks and Assumptions