PFMP · Question #141
Which action should a portfolio manager take first after a significant change in organizational strategy?
The correct answer is A. Perform a capability and capacity analysis. After a significant strategy shift, a portfolio manager must first assess what capabilities and capacity the organization currently has before taking any corrective or rebalancing action.
Question
Which action should a portfolio manager take first after a significant change in organizational strategy?
Options
- APerform a capability and capacity analysis.
- BOrganize a portfolio review meeting.
- CInterview senior executive stakeholders.
- DRebalance the portfolio components.
How the community answered
(23 responses)- A78% (18)
- B4% (1)
- C13% (3)
- D4% (1)
Why each option
After a significant strategy shift, a portfolio manager must first assess what capabilities and capacity the organization currently has before taking any corrective or rebalancing action.
Capability and capacity analysis provides the foundational data on available resources, skills, and bandwidth needed to evaluate how the portfolio aligns with the new strategy. Without this baseline understanding, no meaningful rebalancing, review, or stakeholder engagement can be effectively scoped or prioritized.
Organizing a portfolio review meeting would be premature without first gathering capability and capacity data to inform the discussion.
Interviewing senior executives is a data-gathering step that follows the internal capability analysis, not precedes it.
Rebalancing portfolio components requires a completed capability and capacity assessment first, making it a subsequent - not initial - activity.
Concept tested: Portfolio capability and capacity analysis after strategy change
Source: https://www.pmi.org/pmbok-guide-standards/foundational/portfolio-management
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