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USMBOK™: USM120
Customer Portfolio Management
A systematic management method consisting of reusable procedures and templates that uses a common vocabulary and clear definitions of roles and responsibilities defined within the overall governance framework, to manage customer investments in services.
The investments are directly related to the objectives of the enterprise expressed in a business plan and as a set of performance goals.
Charter Statement:
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To ensure that customer investments in services are managed and prioritized, accurately scoped, and resources effectively and efficiently used to return the desired results and achieve the stated objectives of the organization.
Service Incident Management Quick Links
Best PracticesKey Performance Measures
Key Objectives
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The following key objectives are just some of those commonly found within this topic's standard operating practices:
A more complete list of objectives may be referenced in the Guide to the USMBOK and supporting reference materials.
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Key Concepts
The following key concepts are just some of those commonly found within this topic's standard operating practices:
- Fiscal transparency
- Portfolio alignment
- Role of the Portfolio Manager
- Portfolio mix
- Program
- Project
A more complete list of concepts may be referenced in the Guide to the USMBOK and supporting reference materials.
Key Artifacts
The following key artifacts are just some of those commonly found within this topic's standard operating practices:
- The Customer Portfolio
- The Project Portfolio
- A set of approved Portfolio Management methods
- Policies and procedures related to the application of the service governance framework to Portfolio Management methods
- Policies and procedures related to the application of Financial Management policies to Portfolio Management methods
- Policies and procedures related to the application of Service Fulfillment policies to Portfolio Management methods
A more complete list of artifacts may be referenced in the Guide to the USMBOK and supporting reference materials.
Major Activities
The following major activities are representative of those commonly found within this topics's standard operating practices:
- Define and manage the customer portfolio
A more complete list of major activities may be referenced in the Guide to the USMBOK and supporting reference materials.
More...
The USMBOK provides a significant amount of additional information on each element of the framework, including this area. The additional information includes:
Best Practices :
Best practices represents a technique or method that through experience and research has reliably led to a desirable level of operation. The USMBOK provides specific guidance on the 'best practices' required to design, implement and sustain an efficient and effective operation and offer these through a subscription based service, the
Best Practice Statement Library.
Key Performance Measures :
The efficiency and effectiveness of an operation is measured through its 'performance'. The Performance Management Framework (PMF) provides three levels or types of measures to help manage performance from the strategic, tactical and operational perspective.
The USMBOK provides specific guidance on these 'key performance measures' through a dedicated, subscription based service, the
Key Performance Measure Library.
Extensions:
An 'extension' is an approved additional relevant reference to the USMBOK and typically in the form of :
- A book or publication with an ISBN or similar reference;
- A website page or pages;
- A white paper;
- A personally penned article or report;
- A periodical article or newsletter item;
More information on the available extensions and how they may be accessed or contributions submitted can be found here:
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