Case Study
Portfolio Management
Developing and Implementing a Portfolio Management Framework for a Client, Ensuring Return on Investment
Challenge
Many organizations are faced with the challenge of ensuring they execute programs and projects that move them towards their intended goals and objectives, yet they struggle with how to do this.
About the Client
- $1.5 billion plus budget
- Over 600 employees
Problem Areas
- They had siloed operations
- No clear strategic vision
- No tools to ensure their investments were aligned to meet their mission
What Did M2 Do?
Working with our client collaboratively and leveraging our proven Portfolio Management methodology in under three months we developed a tailored framework.
Portfolio Management
- Develop and refine the organization’s strategic plan and associated objectives and milestones
- An annual process for their budget formulation and portfolio planning activities that includes the development of an Annual Operating Plan
- An execution and evaluation process that includes quarterly reporting leveraging automated data-based dashboards providing leadership with the data needed to make informed decisions.
Results
Working with our client collaboratively and leveraging our proven Portfolio Management methodology in under three months we developed a tailored framework.
6 Months
- Our client was implementing an approved framework that over 30 senior executives approved and were trained on.
1 Year
- The organization completed its initial implementation year which has yielded data based decisions, that are documented, with a process that is transparent and allows for agile changes when programs and projects are not yielding results.
