The document discusses effective governance in project portfolio management. It begins by defining project portfolio management as screening, selecting, and prioritizing projects; monitoring and reprioritizing projects; and tracking and managing realized benefits. It then notes that ineffective governance is a primary reason companies fail to achieve best-in-class portfolio status. The document goes on to discuss methodology for gathering information through related readings, developing interview questions, interviewing experts, and analyzing primary and secondary sources to identify issues in project portfolio management and recommendations. Key points from interviews and articles are presented, such as the need for proper tools and using data effectively. Seven critical success factors for effective governance in project portfolio management are listed.

1. Effective
GOVERNANCE
in
Project Portfolio Management
14. May 2013
Monday, 13 May, 13

2. Project
Portfolio
Management
=
3
Tasks
2
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3. 1.
Screening,
Selecting,
Prioritizing
Projects &
Allocating
resources
2.
Monitoring
&
Reprioritizing
3.
Tracking
&
Managing the
realized
benefits
3
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4. “An inability to implement effective
governance is a primary reason why
companies fail to achieve best-in- class
portfolio status”
Aberdeen
Group,
2012
4
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5. The process of decision-making and the
process by which decisions are implemented
(or not implemented).
5
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6. What is essential for effective
governance in
Project Portfolio Management?
6
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7. Methodology
•
•
•
Gather related readings for the problem statement.
•
Conduct the interviews using the questions prepared as
backbone.
•
Transcribe the audio records, then using the information
gathered to write the article.
Making questions out of the problem statement.
Find the interviewees through Linkedin base on their
experience and expertise.
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8. Interviews
• Interviewees:
• 1 IT program director, 1 IT program manager and 1 PMI’s registered
consultant and adjunct professor.
• The interviewees were chosen by their expertise and experience (through
LinkedIn profile)
• Format:
• 1 Phone call, 1 Video Call (through Skype), 1 Face to Face.
• Interviewees will be asked 7 predefined questions plus side questions if
necessary.
• Main questions are sent prior to the interview one day.
• All the interviews were audio recorded by the acceptance of the interviewees
• Objectives: Identify the issues faced in PPM and find their advices about the
problem which will be our primary resource.
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8

9. Primary sources
Interviewees
1. Dr. Ginger Levin
Portfolio, Program and Project Management Consultant
Medium of interview: Skype
2. Pascal Allouard
Interim IT Program Manager at AXA
Medium of interview: Face-to-face meeting in AXA Tech (Paris/La Défense)
3. Isabelle Brun
Program Director of Logica
Medium of interview: Voice call
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10. Analysis of primary sources
Q: And in your opinion, what is the most effective
method to manage the portfolio?
Pascal : I would like to have more proper tools. I’m not saying we don’t have the
tools but we are not using them properly, the data is not in. We have the global tool in
every country. So, in theory, we should be able to create one line and then this line
should be created in different countries.
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11. Analysis of secondary sources
• Highly trustable sources
• 1. Pre-interviews:
To find our problem statement
• 2. Pre-article:
To find first answers to it
• Our recommendation:
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12. Selected articles
Moysey, Stephen. T. Finch, Jonathan.
Strategic Portfolio Management: How governance and financial discipline can improve portfolio
performance.
PWC, 2012
12
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13. Selected articles
Ter Mors, Michael, Roel Drost, and Frank Harmsen.
“Project Portfolio Management in Practice”.
Practice- Driven Research on enterprise transformation. Vol. 69, 2010: 107-126
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14. How we combined the data
Acquired data
Adopt
acquired
data
No
Supports
Yes
Article
Existing data
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15. 7
Critical
success
factors
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16. 1.
2.
3.
4.
5.
6.
7.
Tools & procedures
Rigour
Continuity
Involvement
Transparency
Pragmatic solutions
Manager’s interpersonal skills
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17. Lessons learned
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18. Making professional contacts
Communicate with potential interviewees!
Strong analytical skills
Prepare well before approaching interviewees
18
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19. Thank you
Kenneth AKALUGWU
Michal AUGUSTINI
Carsten BOJERT
Tuan Anh DANG
Hema PENTAKOTA
Monday, 13 May, 13