Скачать или смотреть Defining Portfolio Mission, Roadmap & Prioritization | Jeffery Porter | Dharam | PgMP & PfMP | Epi 3

Episode 3: Defining Portfolio Mission, Roadmap & Prioritization | Jeffery Porter | Dharam Singh | vCare PgMP &PfMP Success | PgMP & PfMP Exam Prep

Podcast Series: Influencing Organizational Culture - Strategies for Project, Program, and Portfolio Managers

Guest: Jeffery Porter, PMP, PgMP, PfMP, PMI-PMOCP – Project Portfolio Manager, Western Governors University
Host: Dharam Singh, Leading PMP, PgMP & PfMP Mentor

Question: Portfolio Management: To manage a portfolio effectively, there needs to be a clear mission - aka, a solid understanding of what the end goal looks like. Once that’s defined, the next step is to build the road map, driven by strategic benefits and objectives, to reach that final blueprint. Could you walk us through your process?
(i) How do you define the mission, vision, and road map?
(ii) Once that’s set, how do you choose and prioritize the right projects within the portfolio?
(iii) What’s your approach to evaluating risk vs. ROI vs. resources vs. time scales when making those decisions?

Description:
In this focused episode, Jeffery Porter emphasizes the foundational elements of strategic portfolio management—starting with a clearly defined mission, vision, and roadmap.

Drawing on his experience managing $20–40M institutional portfolios at Western Governors University, Jeffery breaks down how aligning projects to strategic objectives leads to better prioritization, resource management, and long-term outcomes.

You’ll gain insights into how executives and portfolio leaders collaborate to set direction, ensure alignment, and build the structure necessary for success. He also shares how agreement on high-level goals forms the base for project inclusion, resource allocation, and ongoing monitoring against mission-fit.

✅ How mission and vision define portfolio direction
✅ Building a roadmap with executive alignment
✅ Criteria for selecting and prioritizing projects
✅ Balancing risk, ROI, time scale, and resource limitations
✅ Aligning portfolio execution with enterprise strategy

Whether you’re managing portfolios in education, IT, or business transformation, this conversation offers practical wisdom to guide your strategic decision-making process.

About Our Guest:
Jeffery Porter is an experienced Project Portfolio Manager currently leading a $20–40M portfolio at Western Governors University. With over 15 years of expertise in IT project and program management, stakeholder engagement, and governance, Jeffery holds PMP®, PgMP®, and PfMP® certifications. His leadership has driven successful initiatives, improved processes, and transformed organizational culture.

Time Stamps:
00:00 – Episode Introduction
01:19 – Importance of defining mission, vision & strategic roadmap
02:05 – Aligning portfolio with strategy and executive buy-in

Contact Us
Call us: +1 972 292 7588 / +1 650 283 0123 (U.S.)
Email: [email protected]

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