Tổ chức của bạn làm công việc đúng với hiệu suất cao (Efficient). Nhưng có đang làm đúng việc không (Effective)? Là người quản lý danh mục, vai trò của bạn là rất cần thiết để đảm bảo rằng câu trả lời là “Có”.

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Quản lý danh mục là cách hiệu quả nhất để thực hiện các sáng kiến ​​chiến lược vì nó thu hẹp khoảng cách giữa chiến lược và thực thi. Các tổ chức có hiệu quả trong quản lý danh mục đã có 62% sản phẩm đáp ứng hoặc vượt quá ROI dự kiến ​​theo nghiên cứu Pulse of the Profession^® năm 2012 của PMI. Các nhà quản lý danh mục sắp xếp các dự án, chương trình và hoạt động tuân thủ với các mục tiêu chiến lược, đầu tư nguồn lực vào đúng việc để mang lại giá trị mong đợi.

Chuyên gia quản lý danh mục - Portfolio Management Professional (PfMP)^® là chứng chỉ quốc tế biểu thị năng lực nâng cao của bạn trong việc quản lý phối hợp một hoặc nhiều danh mục đầu tư để đạt được các mục tiêu chiến lược của tổ chức. Các tổ chức có thực tiễn quản lý danh mục dự án trưởng thành hoàn thành thêm 35% chương trình của họ thành công. Họ thất bại ít thường xuyên hơn và lãng phí ít tiền hơn theo báo cáo lãnh đạo tư tưởng năm 2015 của PMI “Delivering on Strategy: The Power of Project Portfolio Management”.

Bảng bên dưới xác định tỷ lệ phần trăm (%) câu hỏi từ mỗi domain trong số 5 domains sẽ xuất hiện trong bài thi PfMP^®.

Chi tiết PfMP^® Examination Content Outline

Domain 1: Strategic Alignment (25%)

The Strategic Alignment domain includes the continuous activities necessary for aligning portfolio components (programs, projects, and operations) with organizational strategic objectives, goals, and priorities. Portfolio strategic alignment also involves recommending portfolio scenarios and related components to create an initial high level portfolio roadmap.

Task 1. Evaluate organizational strategic goals and objectives using document reviews, interviewing, and other information gathering techniques in order to understand the strategic priorities.

Task 2. Identify prioritization criteria (e.g., legislative, dependencies, ROI, stakeholder expectations, strategic fit) using information gathering and analysis techniques in order to create a basis for decision making.

Task 3. Rank strategic priorities working with key stakeholders and using qualitative and quantitative analyses in order to provide a guiding framework to operationalize the organizational strategic goals and objectives.

Task 4. Identify existing and potential portfolio components by reviewing documentation such as business plans/proposals in order to create portfolio scenarios.

Task 5. Create portfolio scenarios (what-if analysis) by reviewing components against prioritization criteria and using analysis techniques (e.g., options analysis, risk analysis, SWOT analysis, financial analysis) in order to evaluate and select viable options.

Task 6. Recommend portfolio scenario(s) and related components, based on prioritization analysis/criteria, in order to provide governance with a rationale for decision making.

Task 7. Determine the impact to portfolio and portfolio components due to changes in strategic goals and objectives, in order to sustain strategic alignment.

Task 8. Create high level portfolio roadmap working with key stakeholders using prioritization, interdependency analysis, and organizational constraints in order to confirm and communicate the portfolio components sequencing, dependencies, and strategic alignment.

Domain 2: Governance (20%)

The Governance domain includes activities related to establishing the governance model, developing the portfolio management plan, and approving the portfolio. Tasks in the Governance domain ensure that portfolio components are authorized and processes and procedures are developed and continuously improved.

Task 1. Define and establish a governance model including the structure (including but not limited to steering committees, governance boards), policies, and decision-making roles, responsibilities, rights and authorities in order to support effective decision-making and achieve strategic goals.

Task 2. Determine portfolio management standards, protocols, rules, and best practices, using organizational assets (such as information systems, subject- matter experts) and industry standards in order to establish consistent portfolio management practices.

Task 3. Define and/or modify portfolio processes and procedures including but not limited to benefits realization planning, information management, performance, communication, risk management, stakeholder engagement, resource management, and change management in order to manage the portfolio efficiently and effectively.

Task 4. Create the portfolio management plan including, but not limited to, roles and responsibilities, governance model, escalation procedures, risk tolerances, and governance thresholds, change control and management, key performance indicators, prioritization model, and communication procedures using standards, models, and other organizational assets in order to ensure effective and efficient portfolio management.

Task 5. Make recommendations and obtain approval regarding portfolio decisions (e.g, components, plans, budget, roadmap) through communication with key decision makers as defined by the governance model, in order to authorize the execution of the portfolio.

Domain 3: Portfolio Performance (25%)

The Portfolio Performance domain includes the activities required for managing the portfolio using the portfolio processes as defined by the governance model; continuously monitoring and evaluating the performance of the consolidated portfolio components in order to balance the portfolio; and reporting on progress towards the achievement of strategic objectives. 

Task 1. Initiate the portfolio using the portfolio roadmap and supporting artifacts in order to authorize the portfolio structure and activate the components.

Task 2. Collect and consolidate key performance metric data, as defined by portfolio governance and using various techniques, in order to measure the health of the portfolio.

Task 3. Monitor the portfolio performance on an ongoing basis, using reports, conversations, dashboards, and auditing techniques in order to ensure portfolio effectiveness and efficiency and maintain strategic alignment.

Task 4. Manage and escalate issues by communicating recommended actions to appropriate decision makers for timely approval and implementation of proposed solution(s).

Task 5. Manage portfolio changes using change management techniques, in order to improve portfolio performance and maintain strategic alignment.

Task 6. Balance portfolio and prioritize portfolio components, using established criteria and methods in order to optimize resource utilization and achieve strategic portfolio objectives.

Task 7. Analyze and optimize the consolidated allocation/reallocation of capacity (e.g., people, tools, materials, technology, facilities, financial) using supply/demand management and scenario analysis techniques to ensure portfolio efficiency and effectiveness.

Task 8. Update and refine existing portfolio road maps, using change analysis in order to facilitate re-allocation of organizational resources to the portfolio.

Task 9. Measure the aggregated portfolio performance results against the defined business or strategic goals and objectives in order to demonstrate progress toward the achievement of business or strategic goals.

Task 10. Maintain records by capturing portfolio artifacts, such as approvals, prioritizations, and other decisions, in order to ensure compliance with organizational policies, regulatory requirements, and portfolio management standards.

Domain 4: Portfolio Risk Management (15%)

Portfolio Risk Management includes activities related to the balancing and management of portfolio risk consistent with the risk appetite of the organization and facilitates decision making.

Task 1. Determine acceptable level of risk for the portfolio, based on organizational and stakeholder risk tolerances, in order to provide input to governance.

Task 2. Develop the portfolio risk management plan, using governance risk guidelines, processes, and procedures and other organizational assets in order to capitalize on opportunities, and respond to risks.

Task 3. Perform dependency analysis to identify and monitor risks related to the interdependencies and intradependencies within or across portfolios in order to support decision-making.

Task 4. Develop, monitor, and maintain portfolio-level risk register, including risks to strategic goals and objectives, to business value, and escalated from portfolio components, using risk management processes in order to support decision making.

Task 5. Promote common understanding and stakeholder ownership of portfolio risks, through communications with stakeholders, in order to facilitate risk response.

Task 6. Provide recommendation and obtain approval for a portfolio management reserve, based on aggregate portfolio risk exposure, in order to optimize portfolio strategic goals and objectives.

Domain 5: Communications Management (15%)

The Communications Management domain includes activities related to continuously communicating with stakeholders; understanding their needs and expectations; addressing issues as they occur; managing conflicting interests; and fostering appropriate stakeholder engagement in portfolio decisions and activities.

Task 1. Analyze internal and external stakeholders using techniques such as meetings, interviews, surveys/questionnaires, in order to identify stakeholder expectations, interests, and influence on the success of the portfolio.

Task 2. Create the aggregate communication strategy and plan, including methods, recipients, vehicles, timelines and frequencies in order to enable effective communication to stakeholders.

Task 3. Engage stakeholders, through oral and written communication, to ensure awareness, manage expectations, foster support, and build relationships and collaboration for the success of the portfolio roadmap.

Task 4. Maintain the communication strategy and plan by evaluating current communications capabilities, identifying gaps, and documenting communications plan to meet stakeholder requirements.

Task 5. Prepare and/or facilitate stakeholder understanding of portfolio management- related processes, procedures, and protocols using organizational assets (e.g., information systems, training delivery methods) in order to promote common understanding and application of the portfolio management process.

Task 6. Verify accuracy, consistency, and completeness of portfolio communication, utilizing governance guidelines, to maintain credibility and satisfaction with all stakeholders.

KNOWLEDGE AND SKILLS

1. Strategic portfolio management planning
2. Strategic planning processes, tools, and techniques (e.g., SWOT analysis, gap analysis, financial
analysis)
3. Business analysis
4. Interdependency analysis
5. Investment choices (e.g., trade off analysis/market payoff/budget variability)
6. Prioritization analysis techniques
7. Procedures to identify risk tolerance
8. Organizational risk tolerance
9. Structural risk analysis (portfolio and mission)
10. Organizational structures (e.g., horizontal v. vertical, functional v. enterprise)
11. Portfolio balancing
12. Financial analysis
13. Budget planning/execution
14. Risk planning
15. Risk probability analysis
16. Execution risk analysis
17. Aggregate risk assessment and evaluation
18. Scenario planning and analysis
19. Decision-making tools and techniques
20. Roadmap development
21. Business case development and analysis (including cost/benefit)
22. Cost estimation techniques
23. Change management techniques
24. Organizational change management
25. Stakeholder analysis
26. Stakeholder engagement process
27. Stakeholder engagement techniques (e.g., elicitation, active listening, clarification)
28. Stakeholder training methods
29. Coaching and mentoring techniques
30. Communication tools and techniques
31. Audience-specific, targeted communication techniques
32. Strategic performance management tools and techniques (e.g., balanced scorecards, KPIs) 33. Portfolio, project and program management principles
34. Benefit realization planning
35. Benefits realization analysis
36. Information management systems, tools, and techniques
37. Resource contingency/reserves planning
38. Capacity/capability analysis (human, financial, material)
39. Rebalancing methods
40. Qualitative analysis tools and techniques
41. Quantitative analysis tools and techniques
42. PMO operations
43. Process development and continuous improvement techniques
44. Authority levels and escalation procedures
45. Quality management
46. Compliance management
47. Performance management planning
48. Performance reporting (e.g., financial, status, constraints, variances, resource utilization,
benefits)
49. Performance metrics and targets
50. Value scoring and measurement analysis
51. Variance analysis
52. Resource planning
53. Resource leveling
54. Root cause analysis
55. Issue management
56. Benefits management
57. Demand management
58. Data analysis and reporting (including dashboard and graphical methods)
59. Opportunity management
60. Auditing techniques
61. Risk identification
62. Risk benchmarking analysis
63. Risk categorization
64. Risk monitoring tools and techniques
65. Quantitative and qualitative trend analysis
66. Risk reporting techniques (including graphical)
67. Presentation tools and techniques
68. Collaboration tools and techniques
69. Communication requirements analysis
70. Negotiation techniques
71. Cross-functional team building
72. Facilitation
73. Conflict resolution
74. Leadership
75. PMI Code of Ethics and Professional Conduct

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Tài liệu Portfolio Management Professional(PfMP)^®

Kinh nghiệm pass PfMP^® - Bí kíp thi ĐẬU PfMP^® ngay lần đầu tiên, lấy chứng chỉ Quản lý danh mục chuyên nghiệp. How I passed the PfMP^® exam on the first try