X1 Evaluate the generated strategic value X2 Optimize and balance the value generation strategy X3 Conduct a focused communication Y1 Evaluate portfolio stakeholder satisfaction Y2 Evaluate the ongoing programs and projects Y3 Plan improvements Y4 Conduct a focused communication Z1 Manage follow-up items Z2 Start, stop, or pause programs and projects Z3 Balance resources Biannual Cycle Monthly Cycle Daily Cycle

Y4 - Conduct a focused communication

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This is the time to send a short message to everyone in the organization, informing them of the portfolio management highlights:


This focused communication keeps everyone in the organization up to date, which can help reduce conflicts and surprises and generate useful ideas from a larger audience.


Focused communications in the portfolio management system are done by the portfolio manager.


This focused communication can be via email.

This activity can be ignored if its content is communicated in the program and project layers (e.g., activities A10 and F06 of P3.express). However, when there are many ongoing programs and projects, it’s usually better to move those focused communications to this layer and send a unified message to reduce the number of focused communications and keep them more effective.

The portfolio manager should encourage recipients to share their opinions after receiving the message.

Remember that this communication targets a broad range of audiences in the organization. Therefore, keep it simple, short, and non-technical.

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