Portfolio Implementation Workflow Template

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Overview: Portfolio Implementation Workflow Template

This workflow template illustrates the involvement of three functional groups (Portfolio Managers, Money Managers and the Portfolio Implementation Team) in implementing a new business strategy. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Portfolio Implementation processes.

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Process Details and FAQ: Portfolio Implementation

What is included in the Portfolio Implementation process?

The Portfolio Implementation process involves three functional groups (Portfolio Managers, Money Managers and the Portfolio Implementation Team) in implementing a new business strategy. The Portfolio Group alerts the Implementation Group about a change in strategy. Implementation coordinates with Money Managers to build a risk assessment and documentation. Portfolio uses this information to make a set of strategy guidelines and sends it to Implementation, which works with the Money Managers to make changes to the portfolio.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Portfolio Implementation process:

  • 1.Cycle Time: Portfolio Implementation
  • 2.Frequency of Portfolio Strategy Changes
  • 3.Unit Cost: Portfolio Implementation

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Portfolio Implementation process:

  • Money Manager
  • Portfolio Implementation Team
  • Portfolio Manager

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) file formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template


    Portfolio Implementation

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PPT, Visio (VSD) versions
    - Mapped in BPMN 2.0 format


    Call: 844-650-2888

    Email: info@opsdog.com

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