PMG654 – Portfolio Management
Portfolio Balancing
Due Date: 11:59 pm EST, Sunday of Unit 6
Points: 100
Overview:
Portfolio balancing ensures that the goal of the portfolio is appropriately aligned with the
organization’s business strategy. It requires that the project first be prioritized and the
balancing of resources (including people and money), risks, and benefits to the
organization.
Portfolio Value Analysis entails the activities related to analyzing the value (both tangible
and intangible) of the portfolio through its components. The purpose of this is to manage
the portfolio value, by ensuring the intended value of the portfolio is aligned with the
organization’s strategy.
Instructions:
Use portfolio value analysis to balance your course project portfolio.
• Determine and detail your project portfolio strategy.
• For your portfolio value analysis consider the following for each project:
o Budget/resource requirements
o Performance
o Value provided to portfolio
o Any interdependencies that projects may have on each other (in goals,
resources, customers, etc.)
o Risk (both threats and opportunities) that the project takes on for the
portfolio
o Diversity that the project provides to the portfolio
Requirements:
The submitted assignment should include the following in an MS Word document:
• Your portfolio strategy
• The rationale used for Portfolio Balancing
• The resultant list of projects in your portfolio (Keep in mind that this will likely not
be the same list of projects you provided in Unit 2, as after analysis, you may
determine some projects no longer fit within your portfolio strategy)
Be sure to read the criteria by which your work will be evaluated before you write
and again after you write.
Evaluation Rubric for Portfolio Balancing Assignment
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
0-11 points 12-15 points 16-19 points 20 points
Your Project
Portfolio
Strategy
Project
Portfolio
Strategy is
missing or
inadequate.
Project Portfolio
Strategy is
lacking.
Project
Portfolio
Strategy is
properly
provided.
Project
Portfolio
Strategy is
exceptional.
List of
Projects in
your Portfolio
Project
Portfolio list is
missing or
inadequate.
Project Portfolio
list needs
improvement.
Project
Portfolio list is
adequately
provided.
Project
Portfolio list is
exemplary.
0-17 points 18-23 points 24-29 points 30 points
Rationale
used for
Portfolio
Balancing
Rationale is
missing or
inadequate.
Rationale needs
improvement.
Rationale is
adequately
provided.
Rationale is
exemplary.
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.
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