PFMP · Question #331
You are approaching a major checkpoint and right before the review meeting, one of the key stakeholders asked you to add a small component which is of high interest to her and requires minimal…
The correct answer is A. Find out its strategic alignment and present it to the steering committee. When a stakeholder requests a new portfolio component before a checkpoint meeting, the portfolio manager must first evaluate strategic alignment and then present the request to the steering committee for a governance decision.
Question
You are approaching a major checkpoint and right before the review meeting, one of the key stakeholders asked you to add a small component which is of high interest to her and requires minimal effort and spans a short duration. What should you, as a portfolio manager do?
Options
- AFind out its strategic alignment and present it to the steering committee
- BAdd it directly to the portfolio after prioritization because it is a quick project and it will have high
- CDirectly reject the request as it is unethical
- DPropose the request during the upcoming steering committee meeting
How the community answered
(24 responses)- A75% (18)
- B13% (3)
- C4% (1)
- D8% (2)
Why each option
When a stakeholder requests a new portfolio component before a checkpoint meeting, the portfolio manager must first evaluate strategic alignment and then present the request to the steering committee for a governance decision.
A portfolio manager's primary responsibility is to assess whether any proposed component aligns with organizational strategy before it can be considered for inclusion. Even small additions require this validation, and the steering committee - not the portfolio manager alone - holds the authority to approve new components, ensuring proper governance is followed.
Adding a component directly without governance approval bypasses the required portfolio management processes regardless of the component's size, duration, or perceived urgency.
The request is not inherently unethical; it is a legitimate business interest that simply requires proper evaluation and governance review before action.
Proposing the request at the upcoming meeting without first assessing strategic alignment skips a required analytical step that informs whether the proposal is even worth presenting to the committee.
Concept tested: Portfolio governance and strategic alignment assessment
Source: https://www.pmi.org/pmbok-guide-standards/foundational/standard-for-portfolio-management
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