Assessment and Prioritization
Assess programmes and projects against explicit criteria, such as alignment with strategic vision, business objectives, operational needs, desired portfolio mix and scope, and resource availability. Prioritize programmes and projects based on the assessment results.
Improvement Planning
Practices-Outcomes-Metrics (POM)
Representative POMs are described for Assessment and Prioritization at each level of maturity.
- 1Initial
- Practice
- Practices are ad hoc, occurring on a best endeavour basis.
- Outcome
- _
- Metric
- _
- 2Basic
- Practice
- Conduct an initial assessment of key programmes and projects based on any identified assessment criteria.
- Outcome
- Some transparency in programme and project assessments is evident.
- Metric
- % of programmes/projects evaluated against an agreed set of criteria.
- Practice
- Use the basic prioritization framework when prioritizing new programmes and projects.
- Outcome
- A clear ranking of new programmes and projects is emerging.
- Metric
- % of identified programmes/projects prioritized against an agreed set of criteria.
- Practice
- Encourage discussion on the assessment and prioritization of programmes and projects, typically within IT.
- Outcome
- Discussion on the assessment and prioritization activities creates some initial transparency with respect to the decisions made.
- Metric
- % of prioritization decisions discussed within IT.
- Practice
- Discuss the effectiveness and efficiency of the assessment and prioritization processes within IT as part of the agenda of prioritization meetings.
- Outcome
- Any high-level issues identified with the assessment and prioritization processes can be corrected.
- Metrics
- # of revisions to the assessment process.
- # of revisions to the prioritization process.
- 3Intermediate
- Practice
- Establish a formal process for assessing all programmes and projects against clearly defined assessment criteria, and adopt it within IT and some other business units.
- Outcome
- Transparency in programme and project assessments within IT and some other business units is evident.
- Metric
- % of programmes/projects evaluated against an agreed set of criteria.
- Practice
- Prioritize most programmes and projects according to a holistic prioritization framework.
- Outcome
- A clear and consistent ranking of most programmes and projects is available.
- Metrics
- % of identified programmes/projects prioritized against an agreed set of criteria.
- % of programmes/projects that are reprioritized.
- Practice
- Introduce some formal discussion and communication between IT and some other business units on the assessment and prioritization of programmes and projects.
- Outcome
- Discussion and communication on the assessment and prioritization activities create transparency across IT and some other business units with respect to the decisions made.
- Metrics
- % of prioritization decisions discussed within IT.
- % of prioritization decisions discussed within other business units.
- Practice
- Establish a formal process for evaluating the effectiveness and efficiency of the assessment and prioritization processes within IT and some other business units.
- Outcome
- Any issues identified with the assessment and prioritization processes within IT and some other business units can be corrected.
- Metrics
- # of revisions to the assessment process.
- # of revisions to the prioritization process.
- 4Advanced
- Practice
- Adopt the formal process to regularly assess and re-assess all programmes and projects organization-wide, in line with updates provided on the existing portfolio's performance.
- Outcomes
- All assessments organization-wide follow a transparent assessment process.
- All programmes/projects are aligned with the changing environment.
- Metrics
- % of programmes/projects evaluated against an agreed set of criteria.
- % of programmes/projects that are re-assessed.
- Practice
- Proactively prioritize and reprioritize all programmes and projects at regular intervals.
- Outcomes
- A clear and consistent ranking of all programmes and projects is available.
- The portfolio is revised in line with changing business requirements.
- Metrics
- % of identified programmes/projects prioritized against an agreed set of criteria.
- % of programmes/projects that are reprioritized.
- Practice
- Encourage formal discussion and communication on the assessment and prioritization of programmes and projects within a central committee (e.g. PPP Board), that comprises organization-wide senior management representatives.
- Outcome
- Discussion and communication on the assessment and prioritization activities create organization-wide transparency with respect to the decisions made.
- Metric
- % of prioritization decisions discussed within a central committee (e.g. PPP Board).
- Practice
- Report back the findings from organization-wide effectiveness and efficiency discussions to improve the assessment and prioritization processes.
- Outcome
- Any issues identified with the assessment and prioritization processes organization-wide can be corrected.
- Metrics
- # of revisions to the assessment process.
- # of revisions to the prioritization process.
- 5Optimized
- Practice
- Regularly revise and optimize the assessment process, based on lessons learned from previous programme and project assessments.
- Outcome
- All programmes and projects are continually checked and re-aligned with the changing environment, following a transparent process that meets the organization's needs.
- Metrics
- # of assessment process reviews per planning cycle.
- # of revision cycles for the assessment process.
- Practice
- Regularly revise and optimize the prioritization process, based on internal discussion and external benchmarks.
- Outcome
- The portfolio is regularly revised in line with changing business requirements.
- Metrics
- # of prioritization process reviews per planning cycle.
- # of revision cycles for the prioritization process.
- Practice
- Extend formal discussion and communication on the assessment and prioritization of programmes and projects to incorporate input from business ecosystem partners.
- Outcome
- Discussion and communication on the assessment and prioritization activities create transparency across the business ecosystem with respect to the decisions made.
- Metric
- % of key business partners providing input on assessment and prioritization.
- Practice
- Regularly improve the effectiveness and efficiency of the assessment and prioritization processes, based on findings from a regular cost and impact analysis and input from the business ecosystem.
- Outcome
- Any issues identified with the assessment and prioritization processes across the business ecosystem can be corrected.
- Metrics
- # of revisions to the assessment process.
- # of revisions to the prioritization process.