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PMG654 – Portfolio Management Portfolio Balancing Due Date: 11:59 pm EST, Sunday of Unit 6 Points: 100 Overview: Portfolio balancing

July 31, 2024

PMG654 – Portfolio Management

Portfolio Balancing

Due Date: 11:59 pm EST, Sunday of Unit 6

Points: 100

Overview:

Portfolio balancing ensures that the goal of the portfolio is appropriately aligned with the

organization’s business strategy. It requires that the project first be prioritized and the

balancing of resources (including people and money), risks, and benefits to the

organization.

Portfolio Value Analysis entails the activities related to analyzing the value (both tangible

and intangible) of the portfolio through its components. The purpose of this is to manage

the portfolio value, by ensuring the intended value of the portfolio is aligned with the

organization’s strategy.

Instructions:

Use portfolio value analysis to balance your course project portfolio.

• Determine and detail your project portfolio strategy.

• For your portfolio value analysis consider the following for each project:

o Budget/resource requirements

o Performance

o Value provided to portfolio

o Any interdependencies that projects may have on each other (in goals,

resources, customers, etc.)

o Risk (both threats and opportunities) that the project takes on for the

portfolio

o Diversity that the project provides to the portfolio

Requirements:

The submitted assignment should include the following in an MS Word document:

• Your portfolio strategy

• The rationale used for Portfolio Balancing

• The resultant list of projects in your portfolio (Keep in mind that this will likely not

be the same list of projects you provided in Unit 2, as after analysis, you may

determine some projects no longer fit within your portfolio strategy)

Be sure to read the criteria by which your work will be evaluated before you write
and again after you write.

Evaluation Rubric for Portfolio Balancing Assignment

CRITERIA Deficient Needs
Improvement

Proficient Exemplary

0-11 points 12-15 points 16-19 points 20 points

Your Project
Portfolio
Strategy

Project
Portfolio
Strategy is
missing or
inadequate.

Project Portfolio
Strategy is
lacking.

Project
Portfolio
Strategy is
properly
provided.

Project
Portfolio
Strategy is
exceptional.

List of
Projects in
your Portfolio

Project
Portfolio list is
missing or
inadequate.

Project Portfolio
list needs
improvement.

Project
Portfolio list is
adequately
provided.

Project
Portfolio list is
exemplary.

0-17 points 18-23 points 24-29 points 30 points

Rationale
used for
Portfolio
Balancing

Rationale is
missing or
inadequate.

Rationale needs
improvement.

Rationale is
adequately
provided.

Rationale is
exemplary.

0-5 points 6-7 points 8-9 points 10 points

Resources No resources. 1 resource
beyond course
readings.

2 resources
beyond course
readings.

More than 2
resources
beyond course
readings.

0-11 points 12-15 points 16-19 points 20 points

Clear and
Professional
Writing and
APA Format

Errors impede
professional
presentation;
guidelines not
followed.

Significant errors
that do not
impede
professional
presentation.

Few errors that
do not impede
professional
presentation.

Writing and
format are
clear,
professional,
APA compliant,
and error free.

Post University’s courses contain copyrighted resources created by the University, licensed from various

third parties, or unless otherwise noted. In compliance with U.S. Copyright Law, these resources may

not be reproduced, revised, or distributed without the written permission of Post University. Students

found to be in violation of this policy are subject to civil and criminal liabilities associated with the

Federal Copyright Act and risk dismissal from the university under the Academic Dishonesty

policy. Unless otherwise noted, access to these materials is limited to the duration of the

course. Students should contact the library ([email protected]) for information on which resources can

be printed.

mailto:[email protected]

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PMG654 – Portfolio Management Portfolio Balancing Due Date: 11:59 pm EST, Sunday of Unit 6 Points: 100 Overview: Portfolio balancing

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