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Appendix I—Program and Portfolio Management Process Models


                                      .1 PROGRAM INITIATING PROCESSES



                                          Program Scope Initiation
                                          Authorizing a new program or the continuation of an existing program, and
                                          formally linking it to the ongoing work of the organization. Configure pro-
                                          posed projects and existing projects into program areas.


                                                  Program Scope Initiation
                         Inputs          Tools & Techniques        Controls              Outputs
                   .1 Program Objective   .1  Project selection methods  .1 Stakeholder acceptance   .1 Program charter
                     description        .2 Scoring methods    .2  Customer review and   .2 Program manager
                   .2 Strategic plan    .3 Expert judgment      sign-off              identified/assigned
                   .3 Project mix                             .3 Management Review  .3 Constraints
                   .4  Program selection criteria                                   .4 Assumptions
                   .5 Historical Information















                                      .2 PROGRAM PLANNING PROCESSES



                                          Program Plan Development
                                          Use the outputs of the other planning processes, including strategic plan-
                                          ning, to create a consistent, coherent document that can be used to guide
                                          both Program execution and Program control.


                                                Program Plan Development

                         Inputs          Tools & Techniques        Controls              Outputs
                   .1  Other planning outputs  .1  Program planning    .1 Strategic plan   .1 Program plan
                   .2 Historical information  methodology     .2 Business goals     .2 Supporting detail
                   .3 Organizational policies  .2  Stakeholder skills and    .3 Executive oversight
                   .4 Constraints          knowledge
                   .5 Assumptions       .3  Program management
                                           information system (PMIS)
                                        .4  Earned value management
                                           (EVM)



















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