Appendix C: Sample Project Authorization Form (PAR)
by William S. Ruggles, H. James Harrington, Christopher F. Voehl
Effective Portfolio Management Systems
- Preface
- Acknowledgments
- About the Authors
- Chapter 1 - Overview of Organizational Portfolio Management
- Chapter 2 - Phase I: Develop the Organizational Portfolio
- Introduction
- Developing the Organizational Portfolio: A Typical Scenario
- Thirteen Fundamental Terms
- Activities for Phase I
- Activity #1: Assign an Individual and/or Team (Portfolio Development Leader) to Set Up and Manage the Development of the Organizational Portfolio
- Activity #2: Classify the Business Cases Using a Qualitative, Quantitative, or Blended Model Based on the Potential Value
- Activity #3: Prioritize the Projects and Programs Based on the Resources Available
- Activity #4: Select Projects and Programs for the Portfolios and Assign a Portfolio Leader to Oversee Them
- Activity #5: Identify a Sponsor and Project Manager for Each Project and Program
- Activity #6: Define High-Level Project Milestones and a Budget for Each Project and Program
- Activity #7: Obtain Executive Approval for Each Project and Program Including Its High-Level Milestones and Budget
- Summary
- References
- Chapter 3 - Phase II: Create the OPM System Implementation Plan
- Chapter 4 - Phase III: Implement the OPM System
- Introduction
- OPM System Critical Success Factors
- Activities for Phase III
- Activity #1: Develop a Clear Vision of the Organization’s Strategic Goals and Objectives
- Activity #2: Communicate the Change Agenda: Goals, Objectives, Benefits, Risks, Rewards, and Challenges
- Activity #3: Identify Impacted Business Processes
- Activity #4: Provide for Planning and Implementation Phase Information Technology (IT) Support
- Activity #5: Develop Universal and Tailored Training
- Activity #6: Develop Measurement and Reporting Standards
- Activity #7: Identify Risks and Technology Constraints
- Activity #8: Schedule and Facilitate User Acceptance Testing and End User Training
- Activity #9: Develop Project/Portfolio Security and Data Integrity Procedures
- Activity #10: Implement the OPM System and Report Progress
- Summary
- Reference
- Chapter 5 - Phase IV: Change Management—Practical Applications within OPM
- Introduction
- Activities for Phase IV
- Activity #1: Start at the Top
- Activity #2: Create a Portfolio Enrollment and Management Plan
- Activity #3: Communicate the Rewards, Challenges, Risk, and Consequences
- Activity #4: Build Capacity within the Organization
- Activity #5: Integrate Risk Mitigation and Project Planning
- Activity #6: Plan for Sustained Results
- Activity #7: Standardize the Portfolio Change Management Approach
- Summary
- Appendix A: Project and OPM Definitions
- Appendix B: Potential Project and OPM/PPM Resources
- Appendix C: Sample Project Authorization Form (PAR)
Appendix C: Sample Project Authorization Form (PAR)
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