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Appendix I—Program and Portfolio Management Process Models


                                          Portfolio Procurement Planning
                                          Determining what to procure and when.  Identifying economic opportuni-
                                          ties across the portfolio.


                                               Portfolio Procurement Planning

                         Inputs          Tools & Techniques        Controls              Outputs
                   .1  Projects Scope statement   .1  Make or buy analysis   .1  Existing Contract Review   .1 Procurement management
                   .2 Projects/Products   .2 Management judgment   .2 Corporate Procurement   plan
                     descriptions       .3  Contract type selection  Policies       .2  Statements of work
                   .3 Procurement resources                   .3 Government Regulations
                   .4 Market conditions                       .4  Product Lead Times
                   .5  Other planning outputs
                   .6 Constraints
                   .7 Assumptions
                   .8  Product mix strategies











                                          Portfolio Solicitation Planning
                                          Documenting organizational requirements and identifying potential sources
                                          to meet procurement needs.


                                                Portfolio Solicitation Planning
                         Inputs          Tools & Techniques        Controls              Outputs
                   .1 Procurement management   .1 Business plans  .1 Procurement policies   .1 Procurement documents
                     plan               .2 Management judgment  .2 Procurement Audits  .2 Evaluation criteria
                   .2  Statement of work                                            .3  Statements of wor
                   .3  Other planning outputs                                         updates






































       160                                    ©2003 Project Management Institute, Four Campus Boulevard, Newtown Square, PA 19073-3299 USA
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