Introduction: A key aspect of this course is to introduce you to real-life portfolio management case studies. Pick a case from the Project portfolio management in theory and practice: thirty case studies from around the world. There are several industry sectors on from which you can select, and several cases within each industry. Scan through them and find one that is particularly interesting to you. You will do better on this assignment if you select a case that has captured your imagination.
. This case study demonstrates how a company in an industry sector (pharmaceutical, service, software etc) developed and implemented its project portfolio management model.
Deliverable: The analysis report, double spaced about 9 pages.
The first part of your paper will be a summary of the case study you selected from the resource no APA citation is required as you document what you observed about the case study.
You are likely to find external references or another case study associated with your research paper topic. Formal APA citation must be provided for all such observations in your paper.
Some notes:
This is an individual assignment.
You have the opportunity to use any case study from the text book.
If you are employed, select a case from your industry sector, that is a recommendation but not required.
Present the key salient points of the industry as observed in the case study.
Each chapter has several cases. Selecting one sample company is fine. But you will benefit from reviewing more than one company.
Paper Structure
Executive Summary: Describe the industry, current portfolio, and how you are re-planning the portfolio of projects due to economic shock.
Overview of the Company: The first section of the case study should discuss the background of the organization, industry, or program. The introduction of your case study should introduce the business, industry, project, and portfolio that is represented in your study. It should state the proposed solution to the problem you have determined or state the general assessment of the case being studied. Describe the concepts of project value, portfolio balance, and strategic alignment. Discuss their approaches to enterprise-level resource planning for project portfolios. Talk about: Strategy, Scoring Model, Portfolio Balance, and Strategic Alignment. Try to tie your evaluation of the case to knowledge acquired in the course. What theory can you use as support to show that the case study is grounded in an effective PPP practice?
Case Study Analysis: A case study analysis requires you to investigate a business problem, examine alternative solutions and propose the most effective solution using supportive evidence. In your case case consider:
Structure
Effectiveness of current portfolio
Solutions from the Current Case
Portfolio Redesign
Within the context of Portfolio Redesign consider the economic shock stemming from Covid-19 as a scenario — it will affect the industries differently and how they will need to change their focus and redesign their portfolio. Address how your scoring model and bubble chart changes. Note different companies might behave differently even though they are in the same industry sector. Feel free to make assumptions: example start up vs. established.
To conclude, a possible table of contents for the paper would look like:
1. Executive Summary
2. Overview – Describe the Industry and Company you selected.
3. Case Study Analysis: Portfolio Strategy of the selected case study. What scoring model is used? (Critical Success factors).
4. What does the current balanced portfolio look like?
5. Introduce economic shock scenario.(eg., Covid-19 problem/situation)
6. Describe how the case study strategy and portfolio could be repositioned? What risks and opportunities do you see? Consider alternative solutions if possible. Provide recommended solution.
7. References: The required text book should be listed. Additionally, at least two more references should listed.
Attached is an example of a well-formatted Portfolio Analysis Report. It is simply an example to show what the final deliverable looks like, for structure, for citations, and so forth. It is not necessarily an outstanding report, but it demonstrates the proper style and level of expected focus. Note the use of bubble charts, both existing and created by the student, based on the “shock” that you select.