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Foreword

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We help organisations become more capable of delivering their bids, projects, programmes and portfolios effectively and efficiently. We help raise confidence among senior executives, stakeholders, regulators and shareholders that the time and effort invested will yield the desired results. We do this by applying a maturity modelling approach, which involves:

  • understanding the context in which you deliver your initiatives;
  • understanding current capability;
  • identifying the capability you need, and then; and
  • jointly identifying and prioritising what will make the biggest impact on delivery performance.

Where needed we also provide advice and assistance in implementing the changes which are necessary to gain the capability you seek. Our range of services includes:

  • capability assessments for bids, projects, programmes and portfolios;
  • capability improvement;
  • assurance and health-checks;
  • bid/project/programme initiation;
  • portfolio definition and reviews;
  • PMO design and establishment;
  • development and embedment of bespoke frameworks and methods; and
  • provision of standard frameworks/methods through our Outperform Toolkit.

Whether you would like our help with a bid, project or programme in difficulty, or you require support in raising your overall organisational capability, our consultants can help. Our specialists are recognised as leaders in their fields of expertise. They have been at the heart of the development of internationally recognised best practice guidance, such as:

  • P3M3®
  • PRINCE2®
  • APM’s Body of Knowledge
  • APM’s Co-Directing Change
  • HM Treasury’s Project Initiation Routemap

We are not theorists though – we were chosen to develop these guides through our experience as practitioners and our track record of embedding sustainable capability in organisations. RSM is a corporate member of the Major Projects Association (MPA), the Association for Project Management (APM) and is an Axelos Consulting Partner (ACP).


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Portfolio Management means different things to different people from managing "just a bunch of project", through to the complete integration of project and programmes that control the major changes to business as usual. When the change initiatives are successfully implemented, benefits are then realised and operational performance improves.

When managing portfolios, I have always had three rules in mind:

  1. Get control - know what initiates you have an make sure that this list is definitive
  2. Understand which initiatives are coming up for review - some form of plan for assurance of these initiatives is imperative
  3. Know hoe each initiative will contribute to the strategic objectives of the organisation

This may sound simple, but it can take many months to establish. Once established, it is easy for organisations to push back, and say that the Portfolio Office is an overhead; then we go back to square one again.

I do hope you get some value out of this wiki, and do let us have your feedback on how we could improve.

Mike ward
Director and MoP Registered Consultant (#001)


MoP is without doubt the best guides to managing portfolios out there. However, once you've been on the course and put little yellow sticky notes all over the pages of the manuals to help you pass the exam, how do you find what you want in a practical way when you come to apply the method? How do you learn from what's in the heads of those practitioners and consultants who've been there before? How do you find what you want to know without reading the manual from start to finish again (especially when your yellow sticky notes have long since fallen off)?

So welcome to a new way to learn about portfolio management in your organisation.

This is a wiki based book of knowledge that allows you to navigate in your own way and at your own pace through MoP. Or rather that should be MoP applied with the experience that comes from embedding and tailoring the method in dozens of organisations. You can use this to supplement the manuals, as an alternative to formal training, or just to see what the thought leaders are actually thinking. You can also benefit from hints and tips, which we hope to grow over time with your input.

I hope you enjoy what you see. If you do, or if you don't, please feel free to email me at nigel.bennett@rsmuk.com

Nigel Bennett
Wiki Meister

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See Also

Home.png Return to the Outperform Toolkit home page
Info.png See an Introduction to Portfolios
Info.png The User Guide gives simple instructions as to how to use this site
Info.png The Common Glossary defines many terms (free to view)
Info.png The Site Map shows all pages within the method



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© Copyright RSM UK Consulting (Outperform) LLP 2016.
Outperform Toolkit® is a Registered Trade Mark of RSM UK Consulting LLP.
The Outperform Toolkit® contains material from the following source: “Management of Portfolios". © AXELOS Limited 2011.
All rights reserved. Material is reproduced with the permission of AXELOS Limited.
PRINCE2®, MSP®, MoP® and M_o_R® are Registered Trade Marks of AXELOS Limited.

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