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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.

Strategic Alignment

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)
  • B
    3% (1)
  • C
    94% (32)
  • E
    3% (1)

Why each option

Preliminary screening of proposed portfolio components against acceptance criteria uses the Categorization technique to filter components before deeper evaluation.

AWhich of the following techniques you use?
BWeighted ranking and scoring

Weighted ranking and scoring is used for prioritization after initial screening, not for the preliminary filtering step based on acceptance criteria.

CCategorization techniqueCorrect

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.

DPortfolio Component Inventory

A Portfolio Component Inventory is an artifact - a list of components - not a screening or filtering technique.

EPrioritization

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

Topics

#Portfolio planning#Component screening#Categorization#Strategic alignment

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