The Stationery Office Managing Portfolios

This publication provides authoritative guidance on the principles, practices and techniques of portfolio management so that you can confidently adapt them to your circumstances. This guide is relevant to all project portfolios, whether they are managed at the corporate/enterprise, functional, business unit or thematic level, and whether they are in the public or the private sector. From reading this guide you will be able to understand: What portfolio management is, and what it seeks to achieve The principles and key success characteristics that underpin the efficient and effective operation of portfolio management, and its constituent practices and techniques The case for, and the benefits of, portfolio management How and when (and when not) to adopt portfolio management How to determine an appropriate portfolio structure How to prioritise initiatives and optimise the portfolio How to manage and monitor the portfolio ‘in flight’ How to determine an appropriate portfolio governance framework The mistakes organisations commonly make and how to avoid them How to implement and sustain portfolio management, and how to assess its performance and maturity This guide is also the basis for an accredited training scheme from APM Group, so practitioners can gain independent certification of their knowledge and skills (https://apmg-international.com/product/ managing-portfolios-certification).