PMG654 – Portfolio Management
Project Portfolio Management Planning
Due Date: 11:59 pm EST, Sunday of Unit 3
Points: 100
Overview:
The Portfolio Management Plan is a key document for Project Portfolio Management
(PPM). Throughout this course, you will be developing a Portfolio Management Plan for
your portfolio, which consists of the projects provided to you in Unit 2 of this course.
In this assignment, you will start your Portfolio Management Plan making sure that you
are following the primary goals of the planning stage and aligning to your organization’s
strategic goals. (This is very similar to a Project Management Plan; however, the focus
is on managing a Portfolio, not a Project.)
Instructions:
• Provide a description of the Portfolio, detailing its strategic objectives, business
purpose, and which programs or projects are included in the Portfolio.
• Outline the Table of Contents for the Portfolio Management Plan.
• High-level Portfolio Overview for a Project Portfolio Management document for
your organization.
o Please make sure that the goals for the Portfolio Management Plan, as
detailed in The Standard for Portfolio Management are provided.
Requirements:
• Use MS Word.
• Use APA formatting.
• Resources to use for this assignment:
o This week’s reading and videos.
o PMI (2017) The Standard for Portfolio Management, Fourth Edition,
Section 2.3.2. Planning
• Also include, 2 resources beyond course required reading.
Be sure to read the criteria by which your work will be evaluated before you
write and again after you write.
Evaluation Rubric for Project Portfolio Management Planning Assignment
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
0-20 points 21-27 points 28-31 points 32-35 points
Description of
the Portfolio
Description is
missing or
inadequate.
Description
includes some
aspects of the
strategic
objectives of this
Portfolio.
Description
includes most
aspects of the
strategic
objectives of
this Portfolio.
Description
includes all
aspects of the
strategic
objectives of
this Portfolio.
Use of PPM
process
Demonstrated
use is missing
or inadequate.
Demonstrated
use is minimally
shown for the
portfolio.
Demonstrated
use is shown
for the portfolio.
Demonstrated
use is
exceeded for
the portfolio.
0-5 points 6-7 points 8-9 points 10 points
Resources No resources. 1 resource
beyond course
readings.
2 resources
beyond course
readings.
More than 2
resources
beyond course
readings.
0-11 points 12-15 points 16-19 points 20 points
Clear and
Professional
Writing and
APA Format
Errors impede
professional
presentation;
guidelines not
followed.
Significant errors
that do not
impede
professional
presentation.
Few errors that
do not impede
professional
presentation.
Writing and
format are
clear,
professional,
APA compliant,
and error-free.
Copyright Statement
Post University’s courses contain copyrighted resources created by the University, licensed from various
third parties, or unless otherwise noted. In compliance with U.S. Copyright Law, these resources may
not be reproduced, revised, or distributed without the written permission of Post University. Students
found to be in violation of this policy are subject to civil and criminal liabilities associated with the
Federal Copyright Act and risk dismissal from the university under the Academic Dishonesty
policy. Unless otherwise noted, access to these materials is limited to the duration of the
course. Students should contact the library ([email protected]) for information on which resources can
be printed.
