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

Z3 - Balance resources

NOTE: This is a public draft of the manual. Please submit your comments using the form below the pages by the end of February 2024 and return later for the final version.


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


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


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


When there’s competition among programs and projects, the portfolio manager will 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 Biannual Cycle and ask the portfolio board for a Strategy Workshop.

When the competition is with operations, the portfolio manager will help sponsors work with other managers to find a balance. To do so, the portfolio manager may ask for help from other portfolio board members.

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