Y1 - Evaluate portfolio stakeholder satisfaction

What

This activity evaluates the satisfaction of the portfolio board members and managers of programs and standalone projects.

Why

We want to discover dissatisfaction and similar problems as soon as possible and fix them before they pile up and harm programs and projects.

Who

It’s the responsibility of the portfolio manager to evaluate the satisfaction of portfolio stakeholders.

How

The survey questions in the evaluation should be designed to address the needs and concerns of the organization and its people, and as a result, they may change as time passes. The following is an example set of questions for the portfolio board members:

• In your opinion, do all portfolio board members have the chance to be heard and understood correctly?
• Are you happy with how the workshops are facilitated?
• Are you satisfied with how your department’s needs and expectations are considered in the portfolio management system?
• Etc.

The following is an example set of questions for the program and project managers:

• Are you happy about your relationship with your sponsor?
• Is the organization’s strategy and its current portfolio clear and meaningful to you?
• In your opinion, does your program or project have a positive impact on the organization?
• Etc.

It’s a good idea to add an open question at the end of all surveys, asking the audience how they think the portfolio management system can help them more in their work.

It’s usually a good idea to conduct these evaluations anonymously so that people can express their opinions more comfortably.

Results of evaluations should be stored in the Global Health Register and will be used in activity Y3 to plan improvements.

The portfolio manager should also make sure that programs and projects continually evaluate the satisfaction of their team members and pay attention to their well-being.