Portfolio execution is performed through its various components and operations. The health of the portfolio is reported through regular status reports and by reviewing the component performance metrics that were established during the planning phase. Proposed changes are reviewed based on ongoing organizational needs. Changes in the organizational environment may necessitate the reprioritization of components or the introduction of new components into the portfolio. These new components are reviewed as required based on unplanned critical needs (internal or external) or positive outcomes of proofs of concept, pilots, or feasibility studies.
To learn the Portfolio Execution you need:
- Read the chapter ‘Execution’ in the Standard for Portfolio Management, 4th Edition (Chapter 2.3.3).
- Read chapters 4.4, 6.2, 6.3, 7.2, 8.2 in the Standard for Portfolio Management, 3rd Edition.
- Watch the videos:
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