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PFMP · Question #143

In defining the portfolio charter, the portfolio manager notices that two goals are incompatible and both goals align to the organizational strategy. Which action should the portfolio manager take?

The correct answer is D. Determine which goal to meet first based on strategic priorities and obtain the steering. When two incompatible goals both align to organizational strategy, the portfolio manager must use strategic priorities to rank them and obtain formal steering committee approval for the resolution.

Strategic Alignment

Question

In defining the portfolio charter, the portfolio manager notices that two goals are incompatible and both goals align to the organizational strategy. Which action should the portfolio manager take?

Options

  • ADevelop a portfolio roadmap that separates the timing of the components required to meet these
  • BDocument the inconsistency and consult with management regarding suggested updates to the
  • CEvaluate the consideration of the problem in the planning and execution of the portfolio
  • DDetermine which goal to meet first based on strategic priorities and obtain the steering

How the community answered

(20 responses)
  • A
    5% (1)
  • B
    20% (4)
  • C
    10% (2)
  • D
    65% (13)

Why each option

When two incompatible goals both align to organizational strategy, the portfolio manager must use strategic priorities to rank them and obtain formal steering committee approval for the resolution.

ADevelop a portfolio roadmap that separates the timing of the components required to meet these

Separating the timing of incompatible goals via a roadmap defers the conflict rather than resolving the fundamental incompatibility between the two objectives.

BDocument the inconsistency and consult with management regarding suggested updates to the

Documenting the inconsistency and consulting management is insufficient on its own because it does not produce a formally approved, prioritized resolution.

CEvaluate the consideration of the problem in the planning and execution of the portfolio

Carrying the unresolved conflict into planning and execution defers an issue that must be resolved at the charter definition stage.

DDetermine which goal to meet first based on strategic priorities and obtain the steeringCorrect

Determining priority based on strategic weight ensures the decision is grounded in organizational intent rather than the portfolio manager's individual judgment. Obtaining steering committee approval formalizes the resolution, documents the rationale, and ensures governance oversight over a consequential charter-level conflict.

Concept tested: Resolving incompatible goals during portfolio charter definition

Source: https://www.pmi.org/pmbok-guide-standards/foundational/portfolio-management

Topics

#Portfolio Charter#Strategic Alignment#Goal Prioritization#Portfolio Governance

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