Portfolios and Portfolio Management
綜合行動(dòng)與綜合行動(dòng)管理
A portfolio is a collection of projects or programs and other work that are grouped together to facilitate effective management of that work to meet strategic business objectives. The projects or programs in the portfolio may not necessarily be interdependent or directly related. Funding and support can be assigned on the basis of risk/reward categories, specific lines of business, or general types of projects, such as infrastructure and internal process improvement.
綜合行動(dòng)是為了便于有效管理以實(shí)現(xiàn)戰(zhàn)略經(jīng)營目標(biāo),而將項(xiàng)目或計(jì)劃與其他工作組合后形成的。綜合行動(dòng)中的項(xiàng)目或計(jì)劃不一定互相依賴或有直接關(guān)系,可以根據(jù)風(fēng)險(xiǎn)或好處的類型、具體的經(jīng)營品種或一般類型的項(xiàng)目來分配資金或后勤保證,例如,基礎(chǔ)設(shè)施與內(nèi)部流程改進(jìn)。
Organizations manage their portfolios based on specific goals. One goal of portfolio management is to maximize the value of the portfolio by careful examination of candidate projects and programs for inclusion in the portfolio and the timely exclusion of projects not meeting the portfolio's strategic objectives. Other goals are to balance the portfolio among incremental and radical investments and for efficient use of resources. Senior managers or senior management teams typically take on the responsibility of portfolio management for an organization.
組織根據(jù)具體的目的來管理綜合行動(dòng)。綜合行動(dòng)管理的目的之一是通過慎重選擇項(xiàng)目或計(jì)劃并及時(shí)剔除不滿足綜合行動(dòng)戰(zhàn)略目標(biāo)的項(xiàng)目,使綜合行動(dòng)的價(jià)值達(dá)到最大。其他的目的用來權(quán)衡逐步投資與基本投資的利弊和有效利用資源。高層管理人員或高層項(xiàng)目管理人員一般承擔(dān)組織的綜合行動(dòng)管理的責(zé)任。
Subprojects
子項(xiàng)目
Projects are frequently divided into more manageable components or subprojects, although the individual subprojects can be referred to as projects and managed as such. Subprojects are often contracted to an external enterprise or to another functional unit in the performing organization. Examples include:
項(xiàng)目經(jīng)常被劃分為多個(gè)較易管理的組成部分或子項(xiàng)目。單個(gè)子項(xiàng)目可以叫做項(xiàng)目并加以管理。子項(xiàng)目常常發(fā)包給外部單位或?qū)嵤┙M織內(nèi)部的其他職能單位。下面是子項(xiàng)目的一些例子:
Subprojects based on the project process, such as a single phase in the project life cycle
根據(jù)項(xiàng)目過程規(guī)定的子項(xiàng)目,如項(xiàng)目生命期的一個(gè)階段。
Subprojects according to human resource skill requirements, such as plumbers or electricians needed on a construction project
根據(jù)人力資源技能確定的子項(xiàng)目,如施工項(xiàng)目中的水電工人。
Subprojects involving specialized technology, such as the automated testing of computer programs on a software development project.
需要使用專業(yè)技術(shù)的子項(xiàng)目,如軟件開發(fā)項(xiàng)目中的計(jì)算機(jī)程序自動(dòng)測試。
On very large projects, the subprojects can consist of a series of even smaller subprojects.
對(duì)于非常大的項(xiàng)目,子項(xiàng)目可以由更小的子項(xiàng)目組成。
Project Management Office
項(xiàng)目管理辦公室
A project management office (PMO) is an organizational unit to centralize and coordinate the management of projects under its domain. A PMO can also be referred to as a “program management office,” “project office,” or “program office.” A PMO oversees the management of projects, programs, or a combination of both. The projects supported or administered by the PMO may not be related other than by being managed together. Some PMOs, however, do coordinate and manage related projects. In many organizations, those projects are indeed grouped or are related in some manner based on the way the PMO will coordinate and manage those projects. The PMO focuses on the coordinated planning, prioritization and execution of projects and subprojects that are tied to the parent organization's or client's overall business objectives.
項(xiàng)目管理辦公室(PMO)是組織中集中和協(xié)調(diào)管理其管轄的各個(gè)項(xiàng)目的實(shí)體。項(xiàng)目管理辦公室也可以叫做“計(jì)劃管理辦公室”或“計(jì)劃辦公室”。項(xiàng)目管理辦公室監(jiān)督項(xiàng)目或計(jì)劃,或者兩者組合的管理。由項(xiàng)目管理辦公室支持或負(fù)責(zé)日常事務(wù)的項(xiàng)目除了一起管理之外,彼此之間不一定有關(guān)系。但是,有些項(xiàng)目管理辦公室的確協(xié)調(diào)和管理互相聯(lián)系的項(xiàng)目。在許多組織中,項(xiàng)目的確根據(jù)項(xiàng)目管理辦公室協(xié)調(diào)與管理這些項(xiàng)目的方式而組合,或以某種方式互相聯(lián)系起來。項(xiàng)目管理辦公室將注意力集中在與母體組織或顧客整體經(jīng)營目標(biāo)緊密聯(lián)系的項(xiàng)目和子項(xiàng)目的統(tǒng)一規(guī)劃、優(yōu)先順序、輕重緩急和執(zhí)行方面。
PMOs can operate on a continuum, from providing project management support functions in the form of training, software, standardized policies, and procedures, to actual direct management and responsibility for achieving the project objectives. A specific PMO can receive delegated authority to act as an integral stakeholder and a key decision-maker during the initiation stage of each project, can have the authority to make recommendations, or can terminate projects to keep the business objectives consistent. In addition, the PMO can be involved in the selection, management, and redeployment, if necessary, of shared project personnel and, where possible, dedicated project personnel.
項(xiàng)目管理辦公室的任務(wù)范圍很廣,事無巨細(xì),從為項(xiàng)目管理提供培訓(xùn)、軟件、標(biāo)準(zhǔn)方針與程序方面的支持,到實(shí)際直接管理并承擔(dān)實(shí)現(xiàn)項(xiàng)目目標(biāo)的責(zé)任。具體的項(xiàng)目管理辦公室在每一個(gè)項(xiàng)目的發(fā)起階段可以接受委托與權(quán)限,充當(dāng)利害關(guān)系者代表和關(guān)鍵的決策人,還可能有權(quán)提出建議,甚至有權(quán)為堅(jiān)持經(jīng)營目標(biāo)而終止項(xiàng)目。此外,如有必要,項(xiàng)目管理辦公室也參與對(duì)全職或兼職項(xiàng)目團(tuán)隊(duì)人員的選用、管理和調(diào)動(dòng),如有可能,應(yīng)盡量選用全職的團(tuán)隊(duì)人員。
Some of the key features of a PMO include, but are not limited to:
項(xiàng)目管理辦公室的某些重要特征包括,但不限于如下方面:
Shared and coordinated resources across all projects administered by the PMO
所有項(xiàng)目共同使用的資源由項(xiàng)目管理辦公室管理并協(xié)調(diào);
Identification and development of project management methodology, best practices, and standards
識(shí)別與提出項(xiàng)目管理方法系、最好的做法和標(biāo)準(zhǔn);
Clearinghouse and management for project policies, procedures, templates, and other shared documentation
交換項(xiàng)目方針、程序、樣板和其他共用文件的場所;
Centralized configuration management for all projects administered by the PMO
對(duì)所有由項(xiàng)目管理辦公室管理的項(xiàng)目進(jìn)行集中的配置管理;
Centralized repository and management for both shared and unique risks for all projects
對(duì)所有項(xiàng)目的共同與獨(dú)特風(fēng)險(xiǎn)進(jìn)行集中緩沖與管理;
Central office for operation and management of project tools, such as enterprise-wide project management software
使用與管理項(xiàng)目工具,如全組織項(xiàng)目管理軟件的集中場所;
Central coordination of communication management across projects
統(tǒng)一協(xié)調(diào)各項(xiàng)目之間的溝通管理;
A mentoring platform for project managers
各項(xiàng)目經(jīng)理的輔導(dǎo)站;
Central monitoring of all PMO project timelines and budgets, usually at the enterprise level
一般站在組織的角度集中監(jiān)視所有由項(xiàng)目管理辦公室管理的項(xiàng)目時(shí)間進(jìn)度和預(yù)算;
Coordination of overall project quality standards between the project manager and any internal or external quality personnel or standards organization.
在項(xiàng)目經(jīng)理與任何內(nèi)部或外部質(zhì)量人員或標(biāo)準(zhǔn)組織之間協(xié)調(diào)整個(gè)項(xiàng)目的標(biāo)準(zhǔn)。
Differences between project managers and a PMO may include the following:
項(xiàng)目管理與項(xiàng)目管理辦公室之間的差別可能包括如下方面:
Project managers and PMOs pursue different objectives and, as such, are driven by different requirements. All of these efforts, however, are aligned with the strategic needs of the organization.
項(xiàng)目經(jīng)理與項(xiàng)目管理辦公室追求的目標(biāo)不同,并因此而服從不同的要求。然而,所有這些努力都應(yīng)同組織的戰(zhàn)略保持一致。
A project manager is responsible for delivering specific project objectives within the constraints of the project, while a PMO is an organizational structure with specific mandates that can include an enterprisewide perspective.
項(xiàng)目經(jīng)理負(fù)責(zé)在項(xiàng)目的制約范圍內(nèi)提交具體的項(xiàng)目成果,而項(xiàng)目管理辦公室是一種包括諸如全組織視野等在內(nèi)的具體強(qiáng)制性要求的組織結(jié)構(gòu)。
The project manager focuses on the specified project objectives, while the PMO manages major program scope changes and can view them as potential opportunities to better achieve business objectives.
項(xiàng)目經(jīng)理的注意力中心是事先規(guī)定好的項(xiàng)目目標(biāo),而項(xiàng)目管理辦公室負(fù)責(zé)管理重要的計(jì)劃范圍變更,可能將其視為能夠更好地實(shí)現(xiàn)經(jīng)營目標(biāo)的潛在機(jī)會(huì)。
The project manager controls the assigned project resources to best meet project objectives, while the PMO optimizes the use of shared organizational resources across all projects.
項(xiàng)目經(jīng)理控制分配給項(xiàng)目的資源,以便最好地實(shí)現(xiàn)項(xiàng)目目標(biāo),而項(xiàng)目管理辦公室在所有的項(xiàng)目中以最優(yōu)的方式使用共用的組織資源。
The project manager manages the scope, schedule, cost, and quality of the products of the work packages, while the PMO manages overall risk, overall opportunity, and the interdependencies among projects.
項(xiàng)目經(jīng)理管理工作細(xì)目成果的范圍、進(jìn)度、費(fèi)用和質(zhì)量,而項(xiàng)目管理辦公室管理整體風(fēng)險(xiǎn)、整體機(jī)會(huì)和項(xiàng)目之間的相互依賴關(guān)系。
The project manager reports on project progress and other project specific information, while the PMO provides consolidated reporting and an enterprise view of projects under its purview.
項(xiàng)目經(jīng)理報(bào)告項(xiàng)目績效和項(xiàng)目具體的信息,而項(xiàng)目管理辦公室提供統(tǒng)一的報(bào)告,以及從單位整體角度對(duì)由其管轄的項(xiàng)目的看法。
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