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

Z1 - Manage follow-up items

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We should continuously manage global follow-up items (risks, issues, change requests, improvement plans, and lessons learned) in this activity.


Most follow-up items impact a single program or project and are managed locally. However, there are also global ones that impact multiple programs and projects and need to be managed in an integrated, holistic way in the portfolio management layer to be more effective.


The portfolio manager is the main facilitator in this activity and works closely with custodians.


Program and project managers may identify global follow-up items (e.g., in activity D01 of P3.express). When so, they should immediately communicate it with the portfolio manager.

The portfolio manager should monitor the local registers continuously to find patterns that can lead to identifying global follow-up items.

When a new item is added to the Global Follow-Up Register,

The portfolio manager should be in touch with custodians about the status of their follow-up items and ensure that all of them are followed up on and closed properly.

When the portfolio manager realizes that a follow-up item can have a significant impact on the Value Generation Matrix, they should run an exceptional Biannual Cycle and ask the board for a Strategy Workshop. Otherwise, the portfolio manager is authorized to decide how to respond to those items. The portfolio manager may get help from program and project managers to design the responses.

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