The rooms
The rooms inside Strategic Portfolio Management.
Each room answers one question a leader actually asks, with the view that answers it and the measures that say whether it is working.
A room is a ready-made view that answers one leadership question, built on the same shared data as every other room.
Room 01
Fund and Govern the Work
“How does funding flow down to the work, and who oversees it?”
The approved budget flowing to investments, programs and projects, with the change requests, approvals and exceptions that govern it.
How you know it is working
- Approved budget traceable to funded work, up
- Work underway with no budget line, to zero
- Time to approve a change request, down
Room 02
Flow the Portfolio
“Where is funded work in the pipeline, and what is it waiting on?”
Every large initiative on one board by stage, type and health, with its business case and the product team that owns it.
How you know it is working
- Initiatives with a business case, up
- Work tied to a planning cycle, up
Room 03
Deliver the Work
“How does the work we fund and staff add up to a capability, and to its cost?”
The programs and projects behind each business capability, each with its funding and its team, added up with nothing counted twice.
How you know it is working
- Projects linked to a business capability, up
- Funded projects with no one assigned at start, to zero
- Time to trace any project to its funding and its team, down