PROJ6018 - Case study-based Recommendations Report

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Assessment Task

Prepare a 2,500-word recommendation report to present your analysis of a Project Portfolio Management Maturity in an organisation of your choice. The report should clearly recommend options and strategies to improve the level of Project Portfolio Management of the organisation and to ensure the delivery of value and benefits that align with the organisational strategy and goals of the project.

Please refer to the Instructions for details on how to complete this task.


Organisational project maturity is a determinant of project success in organisations and can be affected by the effective management of initiatives, such as the Project Management Office (PMO), Program Management Office (PgMO) or Portfolio Management Office (PfMO). As a Project Management (PM) professional, you will be called on to identify the level of maturity in the organisation and assess the effect of this maturity level on your selected project(s), program(s) or portfolio(s). An organisation that displays a low level of maturity may not be able to deliver the value and benefits identified as the outcomes of the organisation’s projects. Implementing Project Portfolio Management in an organisation requires a considerable assessment of the potential success of the strategic framework to deliver the value and benefits, while ensuring it aligns with and supports the strategic objectives of the organisation.

An understanding of the organisational structure, the effectiveness of tools and techniques and the key influence of a PMO or enterprise Portfolio Management Office (ePMO) or PfMO in the implementation process is essential. Before developing recommendations that will propose a roadmap to a successful outcome, it is incumbent on the PM professional to understand and effectively analyse the organisational needs, opportunities and threats, using appropriate and relevant tools and techniques. These recommendations must be based on an effective and well- understood framework, apply well-tested methodologies and models and demonstrate an understanding of the validity of the selected approach as it applies to the organisation.


  1. Read and review the contents of Modules 1—6.1, including all the Learning Activities and any additional resources that you find relevant.
  2. Select an organisation from the supplied list of case studies. With the approval of your learning facilitator, you can select the organisation that you used in Assessment
  3. Investigate and critically analyse your selected organisation, identifying business and project portfolio management needs and considering the tools and techniques relevant to the project, program and portfolio management in improving business practices, value delivery and
  4. Carry out a maturity assessment using your selected organisation. The Project/Portfolio Management Maturity assessment is the foundation for the development of recommendations that align the organisation’s maturity with its ability to deliver outcomes relevant to its strategic
  5. Your assessment and investigation should also include a project inventory and an analysis of current project selection processes that may lead to recommendations for
  6. You then need to provide recommendations that will improve the level of organisational PM Base your recommendations on your selected PM framework and include a roadmap for the portfolio management implementation into this organisation. At a minimum, your recommendations should address the following questions related to improvements, but you may add others:
  • What is the level of Project/Program /Portfolio Management maturity in the organisation? What recommendations are you making to improve the organisation’s maturity level? How long do you think the organisation will need to reach the next and desired level? Are the next and desired levels the same level?
  • What is the current PM approach? How does the organisation manage its projects? Is the organisation investing in the right project and optimising its capacity? Are the promised project benefits being realised and how does this relate to the current level of maturity? What are your recommendations for ensuring that the right projects are being selected for organisational investment and inclusion in the program or portfolio? How will this be measured?
  • What are the key best practices and models currently in use? What are your recommendations to improve the maturity level? Which model are you recommending and why?
  • What is the current method used to evaluate the project portfolio? How successful is this method? What recommendations would you make to improve the current state?
  • Has a benefits management lifecycle been implemented in the organisation? How would you describe the processes of the lifecycle? Has the lifecycle been applied at the project, program or portfolio level? What are your recommendations to improve the management and realisation of the ongoing and sustained benefits? How does this relate to the current and desired maturity level? How does the benefits management align with the deliverable goals of the organisation’s projects?
  • How would you assess the corporate culture and more specifically, the potential likelihood of differences in terms of key internal stakeholders’ influence and input? Who are the key stakeholders in this organisation? Do they each hold the same perspective in relation to the implementation of portfolio management and/or improvements in the project/portfolio management maturity of the organisation? What effects do these different perspectives have on your recommendations? How will you approach these differences and find an agreed approach to the acceptance of your recommendations? What strategies are you recommending? Will a PMO improve this scenario? How and where will the PMO need to be situated in the organisational structure to achieve synergy in the acceptance of your recommendations?
  • How would you define and recommend a change management approach and model for the organisation given the organisational readiness for and acceptance of the changes you are recommending? Which challenges can you identify that you believe may be encountered regarding the changes and stakeholders’ acceptance of the changes and what solutions would you recommend to manage these challenges?
  • How is a PMO valuable in the context of the current level of maturity and how can it improve the maturity level? What sort of PMO and at which organisational level should the PMO be implemented in the organisation? What type of Portfolio Management or Program Management model do you recommend? Include a roadmap for the implementation of the PMO, including an approach for change management, resource allocation and capacity and capability planning. What are the responsibilities for your planned PMO and what type of PMO are you recommending? What recommendations would you make regarding the change management approach, training, tools and techniques used and recommended in the management of the project portfolio?
  • What is the likely success of introducing the Portfolio Management or Program Management and an associated PMO? How will you define the success of this implementation? What challenges are likely to be faced by your selected organisation? What recommendations will you propose to increase the success of this initiative and overcome the challenges that you have identified?

NOTE: Ensure that you have considered and included an overall plan and roadmap for the improvement of the maturity level of the organisation and consider whether you are implementing portfolio or program management.

  1. Report structure
    • Title page: Include the Title of the Report, Student Name, Student ID, Learning Facilitator’s Name, Word Count and Date
    • Executive Summary: Provide a summary of your report, findings and
  • Table of Content: Include page numbers and
  • Introduction: Outline the background and the specific context of the organisation you have analysed.
  • Body of the Report: Provide your findings and
  • Conclusion: Provide a summary of your findings and
  • References: List all the references cited in the report, including references for any diagrams and images
  1. Format of the report The report should:
    • Be created using MS
    • Use 11-point Calibri or Arial, use 1.5 line spacing for ease of reading and have page numbers at the bottom of each page.
    • Be saved in native .docx Reports should not be converted to .pdf for submission.
    • Be saved with a file name that adopts the following format:PROJ6018_Assessment_3_your_name_studentid.docx
  1. Your Recommendations Report will be assessed according to the Assessment Rubric provided


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