PFMP · Question #346
A number of components proposals are on the table as a result of the strategic planning cycle. While defining the portfolio, you wanted to make a preliminary screening of the proposed components in or
The correct answer is C. Categorization technique. Preliminary screening of proposed portfolio components against acceptance criteria uses the Categorization technique to filter components before deeper evaluation.
Question
A number of components proposals are on the table as a result of the strategic planning cycle. While defining the portfolio, you wanted to make a preliminary screening of the proposed components in order to filter them based on the acceptance criteri
Options
- AWhich of the following techniques you use?
- BWeighted ranking and scoring
- CCategorization technique
- DPortfolio Component Inventory
- EPrioritization
How the community answered
(34 responses)- B3% (1)
- C94% (32)
- E3% (1)
Why each option
Preliminary screening of proposed portfolio components against acceptance criteria uses the Categorization technique to filter components before deeper evaluation.
Weighted ranking and scoring is used for prioritization after initial screening, not for the preliminary filtering step based on acceptance criteria.
The Categorization technique is applied during the Define Portfolio process to screen proposed components by comparing them against predefined acceptance criteria, sorting them into accepted, deferred, or rejected categories. It provides an initial filter that reduces the component pool before resource-intensive techniques like weighted ranking are applied.
A Portfolio Component Inventory is an artifact - a list of components - not a screening or filtering technique.
Prioritization techniques are applied after components have already passed preliminary screening criteria, not as the initial filter.
Concept tested: Portfolio component preliminary screening using categorization technique
Source: https://www.pmi.org/pmbok-guide-standards/foundational/standard-for-portfolio-management
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