BPH Portfolio Management Process

Project Completed

Problem Statement

With an extensive portfolio of projects and activities, and projects potentially at risk for having resources overallocated, Berkeley Public Health (BPH) needs a solution to organize and consolidate high-level data about current projects and ongoing activities. BPH leadership needs to be able to use this solution to review progress towards organizational goals, facilitate collaboration and informed decision-making, identify and mitigate risks, and be responsive to emerging needs.

Business Case

The portfolio management process will enable BPH leadership to:

  • Reconcile resource bandwidth with the amount of work to be done
  • Identify potential delays and bottlenecks, and put in place measures to mitigate risks
  • Ensure accountability in the execution of projects through defined timelines and responsible owners, and regular status updates

Objectives

  • Implement tools and techniques for managing and prioritizing BPH projects and key activities.

Success Metrics

  • BPH Leadership Team can easily identify peak periods and resource (people) constraints, and approach annual activities proactively.
  • 100% of ad hoc projects have charters; projects align with True North.

Project Team

  • Sponsor: Michael Lu
  • SPH Leads: Priya Mehta, Seana Van Buren, and Estefani Barba
  • Project Manager: Anne Ho

For more information on this project, contact:

Prior Accomplishments

Project accomplishments from prior months are noted here.

DateAccomplishments
Oct 2021
  • Portfolio management transitioned to BPH operations. BPH organizational consultant will facilitate feedback on portfolio management tool usability and functionality, and discussion on next steps
Apr 2021
  • Created tools for tracking project status and resource capacity
Apr 2021
  • Met with BPH Leadership Team to share portfolio management tools and initiate 2-3 month trial period for using tools
Mar 2021
  • Created tools for tracking project status and resource capacity
Feb 2021
  • Convened planning session with BPH Leadership Team in February 2021
  • Reviewed inventory of current projects and key recurring activities
  • Identified owners/contributors and key dates for current projects and key recurring activities
Jan 2021
  • Project Charter completed and shared with BPH Leadership Team
  • Began identification and documentation of key recurring activities, and strategic and ad hoc projects

Risk/Issue History

Project risks and issues that have been resolved or closed are noted here. 

DateRisk/Issue
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