Portfolio Management Metrics

The metrics of portfolio management typically include aggregate measures of strategic goal achievement, financial contribution, asset maintenance and development, enduser satisfaction, stakeholder satisfaction, risk profile, and resource capability. Metrics describe the availability and type of resources needed to support the portfolio components as planned and during execution. Metrics describe progress toward established targets, such as financial and milestone achievements and fulfillment of deliverables. Financial measures, for example, may include aggregate return on investment (ROI), net present value (NPV), and distribution of financial support as part of the strategic goals. Milestone measures could include such indicators as budget vs. actual costs, customer satisfaction scores, product release performance, or other organization-specific measure. Metrics describe the value and benefit realization of the portfolio as a whole, as interpreted by the organization. As appropriate, metrics may be made available for individual programs or projects of special interest from a portfolio management perspective.

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