PFMP · Question #142
At which level should the portfolio manager conduct interviews for strategic analysis of the portfolio?
The correct answer is D. Organizational. Strategic analysis interviews must be conducted at the organizational level where strategic direction originates and enterprise-wide decisions are authorized.
Question
At which level should the portfolio manager conduct interviews for strategic analysis of the portfolio?
Options
- AOperational
- BFunctional
- CTactical
- DOrganizational
How the community answered
(45 responses)- A2% (1)
- B4% (2)
- C2% (1)
- D91% (41)
Why each option
Strategic analysis interviews must be conducted at the organizational level where strategic direction originates and enterprise-wide decisions are authorized.
The operational level focuses on day-to-day execution and lacks the authority or perspective required for portfolio-level strategic analysis.
The functional level addresses departmental concerns and does not hold the organizational authority needed to inform strategic portfolio direction.
The tactical level deals with short-term implementation details and cannot provide the long-term strategic context that guides portfolio decisions.
The organizational level encompasses senior leadership and executives who define and own the strategic intent that the portfolio must serve. Conducting interviews at this level ensures the portfolio manager captures authoritative strategic guidance rather than departmental or operational interpretations.
Concept tested: Strategic analysis interview level in portfolio management
Source: https://www.pmi.org/pmbok-guide-standards/foundational/portfolio-management
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