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.

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