PortfolioManagement_CapabilityManagement

CAPABILITYSTATEMENTPORTFOLIO MANAGEMENT

PORTFOLIO MANAGEMENT

CAPABILITY STATEMENTPortfolio Management

Benefit Management understands that many organisations want to improve the quality of their investment decisions.

A detailed understanding of how investments contribute to strategic objectives is vital to ensuring your resources are allocated most effectively. Even after an investment decision is made, achievement of the expected benefits depends on an organisation’s ability to execute changes to the existing ways of working.

Successful portfolio management enables your organisation to achieve an effective balance between change programs and operational activities. Importantly, managing at the portfolio level ensures that the right links are formed between organisational change and the operational environment– so that change is undertaken at the right pace. When you strike an effective balance, change initiatives successfully transition into the operational environment and make meaningful and tangible improvements to business operations.

Benefit Management helps organisations make decisions about which change initiatives will drive results for the business, by supporting selection

and coordination of the best mix of programs and projects to deliver strategic objectives. Our Portfolio Management approach draws from international best practice tools and techniques of Management of Portfolios (MoP®), Managing Successful Programmes (MSP®) and our practical experience successfully applying them for individual client situations.

Benefit Management particularly focuses on portfolio establishment and reinvigoration, through designing program categorisation, prioritisation and planning approaches and supporting this with pragmatic governance model setup, tailoring and operation.

Investment

PerformanceAccountability

QualityManagementAssurance

We know what is important when. Wemanage our projectsand programs as

investments

We know how thework we are

doing will achievethe objectiveswe have set

Targets at alllevels of ourorganisation

align

Our stakeholdersknow what we’redoing, why we’redoing it and whatit means to them

We make consistentdecisions and we know

who is responsiblefor making them

The way we deliveris repeatable and ourproducts and servicesare fit for purpose

We understandeverything we need to

do to achieve thebenefits we set

We know wherewe are going and

why we aregoing there

BenefitRealisation

Governance

Strategy

StakeholderManagement

ChangeEnablement

BenefitManagement

We are clear in our strategicobjectives and confident inour ability to achieve them.

PORTFOLIO MANAGEMENT

We ensure that your portfolio governance approaches work with existing operational and project and program governance, and provide governance coaching to assist your organisation to embed new ways of working. This can be important as your organisation shifts from seeing projects as “things to deliver” to seeing them as investments in business strategy.

Benefit Management is one of 40 worldwide APMG Accredited Consulting Organisations and is led by one of less than 20 APMG Registered Consultants worldwide specialised in Organisational Portfolio consulting. These international accreditations require a proven and independently verified record of translating best practice and detailed technical knowledge into practical client environments, utilising extensive skills in presentation, assignment management, sustainable delivery and professional behaviour.

Benefit Management has provided portfolio management and establishment services for Sunsuper Superannuation, Sydney Water, Queensland Department of Transport (TransLink Division), Queensland Health and Ergon Energy.

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Prioritise

Balance

Pla

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SeniorManagementCommitment

GovernanceAligment

PortfolioOffice

StrategyAlignment

EnergisedChargeCulture

Definition Cycle Activities Delivery Cycle Activities Principles

Benefit

Managem

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Stakeholder

Engagement

Orga

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Gove

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ResourceManagement

Risk

Managem

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Fina

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