X1 Evaluate the generated Value X2 Optimize 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 6-Monthly Cycle Monthly Cycle Daily Cycle

Z3 - Balance resources

This management activity belongs to the Daily Cycle. Activities in this cycle may be run at any day to implement the Value generation strategy.

What

This activity helps sponsors get resources for their programs and projects, especially when there’s competition among them.

Why

The portfolio management system should offer this help to sponsors from a holistic perspective to ensure

Who

The portfolio manager and the program and project sponsors work together in this activity.

How

When there’s competition among programs and projects, the portfolio manager should try to balance resource allocations based on the Value Generation Matrix. When there’s disagreement among sponsors and the portfolio manager, the portfolio manager is allowed to make decisions up to the threshold documented in the Portfolio Description. If the decision passes the threshold, they should run an exceptional 6-Monthly Cycle.

Any organizational policies and processes related to resources, as documented in the Portfolio Description, should be carefully followed in this activity.



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