| |
Close Window/Tab
PRINT VIEW -- Opens in new, second window. Use browser controls to close when finished.
| Credit- Degree applicable | | Effective Quarter: Fall 2020 | I. Catalog Information
| CIS 95L | Portfolio Management - A Practicum | 4 Unit(s) |
| | Requisites: Advisory: EWRT 211 and READ 211 (or LART 211), or ESL 272 and 273. Hours: Lec Hrs: 48.00
Out of Class Hrs: 96.00
Total Student Learning Hrs: 144.00 Description: This course focuses on the role of a portfolio manager, doing a strategic alignment, governance, managing portfolio performance, risk and communication. |
| Student Learning Outcome Statements (SLO)
| | | • Student Learning Outcome: Manage portfolio by identifying strategic objectives, manage program life cycle, manage stakeholder expectations and governance. |
|
II. Course Objectives | A. | Perform activities necessary for aligning portfolio components (programs, projects, and operations) with organizational strategic objectives, goals, and priorities. |
| B. | Create processes to ensure that portfolio components are authorized and managed effectively. |
| C. | Define activities that continuously monitor and evaluate the performance of the portfolio and report the progress towards achieving strategic objectives. |
| D. | Create a balance in managing risks with established risk appetite of the organization. |
| E. | Establish processes to communicate with stakeholder and portfolio participants. |
III. Essential Student Materials IV. Essential College Facilities V. Expanded Description: Content and Form | A. | Perform activities necessary for aligning portfolio components (programs, projects, and operations) with organizational strategic objectives, goals, and priorities. |
| 1. | Evaluate strategic goals and objectives, identify prioritization criteria and rank strategic priorities. |
| 2. | Create a what-if analysis against prioritization criteria to evaluate and select projects for implementation in portfolio. |
| 3. | Create a high level portfolio roadmap with prioritization, interdependency analysis and organizational constraints. |
| B. | Create processes to ensure that portfolio components are authorized and managed effectively. |
| 1. | Define a governance model that includes a steering committee, policies, and decision making roles. |
| 2. | Define portfolio management standards, protocols, rules and best practices using organizational and domain knowledge. |
| 3. | Create a portfolio management plan, roles and responsibilities, governance model, escalation procedures, risk tolerance and governance thresholds, change control and management and communication procedures. |
| C. | Define activities that continuously monitor and evaluate the performance of the portfolio and report the progress towards achieving strategic objectives. |
| 1. | Initiate portfolio using roadmap to authorize portfolio structure. |
| 2. | Create Key performance metric data that can be used for governance of portfolio. |
| 3. | Monitor portfolio performance, escalate issues with recommendation to decision makers and perform effective change management to ensure portfolio is in line with budget and objectives. |
| D. | Create a balance in managing risks with established risk appetite of the organization. |
| 1. | Determine acceptable level of risk for the portfolio, based on organizational and stakeholder risk tolerances, in order to provide input to governance.
|
| 2. | Develop risk management plan, perform dependency analysis and monitor risks related to interdependencies and intradependencies. |
| 3. | Promote common understanding of portfolio risks with stakeholders and obtain budget approval for a portfolio reserve to avoid risk exposure and optimize strategic goals and objectives as needed. |
| E. | Establish processes to communicate with stakeholder and portfolio participants. |
| 1. | Create the aggregate communication strategy and plan, including methods, recipients, vehicles, timelines and frequencies in order to enable effective communication to stakeholders. |
| 2. | Evaluate current communication capability, identify gaps and plan enhancements to reduce the gaps. |
| 3. | Verify accuracy, consistency, and completeness of portfolio communication, utilizing governance guidelines, to maintain credibility and satisfaction with all stakeholders. |
VI. Assignments | A. | Homework assignments include case studies requiring application of Program Management practices. |
| C. | Participation in exercises that demonstrate ability to critically evaluate the proper use of appropriate program management software to complete a given set of computer-related tasks. |
VII. Methods of Instruction | | Collaborative projects
Collaborative learning and small group exercises
Discussion and problem solving performed in class
Discussion of assigned reading
Lecture and visual aids
Guest speakers
Discussion and problem solving performed in class |
VIII. Methods of Evaluating Objectives | A. | One or two midterm examinations requiring students to apply topics covered in the lectures and reading. To be evaluated on correctness. |
| B. | Exams testing knowledge of Program Management practices. To be evaluated on correctness. |
| C. | Final examination requiring students to applying topics covered in the lectures, reading, and assignments. |
| D. | In-class exercises, group exercises, and/or online exercises demonstrating ability to implement program management software to complete a given set of computer-related tasks. |
IX. Texts and Supporting References | A. | Examples of Primary Texts and References |
| 1. | The Standard for Portfolio Management, Project Management Institute, 4th edition, 2017 |
| B. | Examples of Supporting Texts and References |
|
