About Us

Portfolio Management Resources

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Content

This is a central resource for Portfolio Managers to access tools and templates available. Resources are broken into two categories:

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Major College Projects – Project Definition and Status

Terms
Item Definition

High-level project ppt of current state, proposed future state, and phases required to achieve results.

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Major College Project definition and status - including charter, timeline, status and data.

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A project plan is a formal document designed to guide the control and execution of a project.

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Portfolio Management Tools

Description

If you are interested in utilizing these Portfolio Management Tools, please contact us through the provided emails

Terms
Item Definition

One-page summary which lists all Programs and related projects by Portfolio. It also shows an implementation calendar with all projects plotted by implementation date. 

Item Definition

Reporting of program/project status summarized by portfolio (research, education, clinical, and all central support group portfolios). This report includes the program goal, project goal, implementation date, status, percentage complete, and comments. Each project reported on also has a link to the related placemat.

Item Definition

A power BI report that allows users to better understand the progress and changes that occur within a portfolio, as well as further drilldowns to individual project status if needed.

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Contact Us

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Have a question or concern?
Contact: Selina Wilbur or
BaylorImprovementGroup@bcm.edu.

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Feedback

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Your feedback is truly valued, and will help identify and shape the improvements on which our team is focused.