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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Identify projects and programs
   • Identify proposed, planned, active or inactive projects and programs in the organisation
   • Identify project sponsor and project approval status of all identified projects
   • Capture macro-level project and program information for every project and program within the project portfolio
   • Implement ongoing identification and capture of project and program information
2. Undertake strategic alignment
   • Align and objectively score projects and programs against organisational strategic objectives
   • Identify and assess key drivers, internal and external sources of impact for projects and programs within the portfolio
   • Assess projects and programs for alignment with strategic objectives
   • Highlight and flag projects and programs that do not align to one or more strategic objective for further analysis
   • Categorise projects and programs according to each strategic objective
   • Identify, document and review organisational prioritisation methods
   • Agree on prioritisation criteria for project portfolio assessment with executive stakeholders
   • Prioritise projects and programs based on their alignment

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

for at least one portfolio of work, identify programs, undertake strategic alignment of projects to organisational objectives, and prioritise projects.

In the course of the above, the candidate must:

develop a program and project register

negotiate and document minutes of meetings demonstrating agreement to portfolio evaluation criteria

prepare a portfolio charter

apply the organisational prioritisation model for projects and programs

map and provide solutions for dependency between projects and programs.

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Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

formalised tools and processes to capture and collate information

project and program priorities and categories

level of detail captured on each project and program and methods to record and manage

steps in an organisational prioritisation method

review and decision-making processes used to determine the alignment of projects and programs to various strategic themes

examples of how internal and external environmental factors are considered in projects and programs.

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