What is Portfolio Management? Why is it important and what are some of the core techniques? I put these questions – and more – to Portfolio Management expert, Mural Kulathumani.
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Murali Kulathumani
Murali Kulathumani has over 22 years of IT management experience. He has successfully managed large project portfolios at leading Silicon Valley firms such as Facebook, Cisco, Symantec, and Kaiser Permanente.
Murali has extensive knowledge of the full spectrum of portfolio capabilities and pioneered a simplified form of earned value management, called mEVM, and his own Portfolio Maturity Model.
Murali is a consultant, trainer, and professional speaker, and the author of Breakthrough Project Portfolio Management and The New Dynamics of Portfolio Management.
That’s why I wanted to speak with him about Portfolio Management…
Our Discussion about Portfolio Management
We cover:
- What is portfolio management?
- Why is it important?
- What are the basic processes we use in portfolio management?
- How does portfolio management link to project management?
- What are the career opportunities that portfolio management offers to project managers?
Detailed Contents
- 00:00 – Murali Kulathumani
- 01:00 – An Introduction to Portfolio Management
- 01:36 – What is Portfolio Management?
- 02:33 – Distinguish between Project Management, Program Management, and Portfolio Management
- 04:11 – Portfolios and Strategy
- 05:00 – Why is Portfolio Management important?
- 05:36 – The Third Wave of Project Management
- 07:08 – Democratization of projects
- 07:46 – Cohort Management
- 10:05 – We’re all managing portfolios
- 11:39 – Portfolio Management and Multi-project Management
- 12:56 – The Project-Program-Portfolio hierarchy… a new view
- 14:33 – How do we deliver Portfolio Management?
- 15:05 – Portfolio Intake
- 16:44 – Transformational and Tactical Portfolios
- 18:23 – The benefits of project intake
- 20:09 – Prioritizing projects for your portfolio
- 22:00 – Annual Planning and the link between the portfolio and the operational strategy
- 24:06 – Portfolio Management illustrated
- 25:19 – Charting Portfolio Management capabilities
- 28:51 – Capability implies capacity
- 29:59 – Murali’s Portfolio Maturity Model
- 31:38 – How to transition into a Portfolio Management role
- 37:00 – How to start operating at a strategic level
- 39:54 – Who is each of Murali’s books aimed at?
- 40:22 – Breakthrough Project Portfolio Management
- 42:05 – The New Dynamic of Portfolio Management
- 45:24 – Contacting Murali Kulathumani
- 46:51 – Close
More about Portfolio Management from Murali Kulathumani
🕸 Murali Kulathumani on LinkedIn
Murali’s Books
- 📕 The New Dynamic of Portfolio Management: Innovative Methods and Tools for Rapid Results (2021)
- 📗 Breakthrough Project Portfolio Management: Achieving the Next Level of Capability and Optimization (2017)
Recommended Videos
Carefully curated video recommendations for you:
- What is Project Portfolio Management? | Video
- What is Program Management? | Video
- Are You on Track with Your Project Management Career? | Video
What Kit does a Project Manager Need?
I asked Project Managers in a couple of forums what material things you need to have, to do your job as a Project Manager. They responded magnificently. I compiled their answers into a Kit list. I added my own.
Check out the Kit a Project Manager needs
Note that the links are affiliated.
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For more of our videos in themed collections, join our Free Academy of Project Management.
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