Rob Brown’s Post

Capital campaigns are, by definition, complex projects with multiple stakeholders. Here's a checklist we put together to help make sure your next capital campaign is a success!

[CASE STUDY] Optimizing portfolio management for family offices with KeeSense Discover how ART, a Monaco-based family office, improved efficiency and gained time by automating portfolio consolidation and performance tracking with KeeSense. Learn more here https://lnkd.in/e-P7-mvK

Boost your portfolio board's effectiveness through better communication and collaboration. Learn key strategies to minimize delays and misunderstandings. Ready to transform your portfolio management? 👉 Read the full article. https://lnkd.in/duMF9mxc

Great advice from DASA on portfolio management! I like the idea of a strong and effective portfolio board for successful organizations. Bringing key issues into the light is a good step. Poor communication and collaboration can lead to delays, misunderstandings, and inefficiencies within the portfolio board. Building on the problems a set of best practices to address these challenges, emphasizing the need to foster a culture of transparency, accountability, and open communication. These are my highlights in the article: 1. Fostering a Culture of Transparency and Accountability: - Establishing clear expectations for information sharing. 2. Implementing Structured Communication Practices: - Regular meetings with structured agendas. - Using collaborative tools like Chat. 3. Encouraging Collaboration Across Roles: - Promoting cross-role collaboration to leverage diverse expertise. - Cultivating a team-oriented mindset. 4. Promoting Continuous Learning and Improvement: - Sharing knowledge and learning from both successes and failures. - Conducting regular assessments to identify areas for improvement. Overall, the article a useful guide to enhancing the effectiveness of portfolio boards through improved communication and collaboration.

Application Portfolio Management Understanding and managing your application estate, to ensure that it can meet the strategic objectives of your organisation in the most effective and cost-efficient way, is a key objective of many EA Teams. Our APM views allow you to do this, watch the video below for a quick tour of some of our views that can help. https://zurl.co/rgJJ

Nick Verstraete and Bram Desmet dive deeper into the methodology behind effective portfolio management in the white paper: Building Winning Portfolios. Learn how to: 1️⃣ Gain a clear understanding of your active portfolio. 2️⃣ Avoid cut-the-tail exercises 3️⃣ Foster collaboration across departments. 4️⃣ Utilize data-driven insights for informed decision-making. Ready to elevate your corporate performance? Let's build winning portfolios together! 💪📈 Read the full white paper here: https://hubs.la/Q02qJMWG0 #ProductManagement #PortfolioManagement #BusinessStrategy #supplychain

Learn how to track program outcomes and grow your impact, in the new Outcome Management: Quick Look module on Trailhead:

Great interview Craig Bihari High Impact Projects! Thanks for spelling out the current state of capital projects. It's shocking to hear that the stats have not improved for decades, with over 65% of projects still being late on schedule and over budget. It is staggering to realize that despite projects being built by people, project management remains vastly focused on technical and structural aspects, with collaboration often being ignored as out of scope. Looking forward to doing more work together in the future! #projects #projectmanagement #earlyplanning #opportunityframing

Are you busy deploying distributed energy assets, and looking for efficiencies to handle more projects? If so, come join us for the Modeling for Scale webinar for a rundown on best practices and how Perl Street can support adding orders of magnitude of project financial models to your portfolio. https://lnkd.in/g49icj6N

Rolling Wave Planning is an iterative planning approach where we plan near-term project activities in detail, and give less detail to our plans of work further in the future. Read more 👉 https://bit.ly/3x4BU0C #ProjectManagement