Examples of Portfolio Views

The following are examples of ongoing or periodic displays of the portfolio – not intended to support any particular decision scenario but to “tell it like it is”.

  • Project Table – typically the basic portfolio view is a table listing basic project information
  • Portfolio Bar Chart and Pie Chart – breaking down the portfolio by therapy area, by stage, by target class, etc.
  • Portfolio Volume Chart – stacked bar charts displaying changes to the size of aforementioned portfolio components over time.
  • Two measure grid – a graphical comparison of two measures or criteria.[1] Other measures can be included by altering the size, color and shapes of the objects in the graph.
  • Traffic Light diagram – a tabular display of projects listing various criteria and colorizing whether each project is green – forecast or presently known to be in line with expectations, yellow – forecast or presently known to be present a risk requiring corrective action, or red – forecast or presently known to require immediate action (e.g. termination).[2]
  • Radar or web graph – a multicriteria display with all criteria positioned like spokes on a wheel and the web line intersecting each spoke at the point representing the value (e.g. 1-5) ,[3] the farther out from the hub the better.
  • Stock and Flow Diagram – shows how the numbers of projects in various stages of the portfolio have changed over a given period of time, typically annual.

In any presentation of such portfolio views the portfolio manager may need to highlight the messages from the data, as readers may not readily spot the message from the data directly.

We have prepared a whitepaper on this subject that provides examples of each of these types of displays, and can also provide the information in a webinar format.  To learn more about this whitepaper please go to the section “Whitepapers and Webinars on Portfolio Management from James Samanen Consulting” and look for the whitepaper entitled ” Examples of Portfolio Views in Bio/pharmaceutical Discovery”. The same content can be presented in the form of a webinar to your organization. Please Contact Us.

[1] Section 4.3.2.2 The Standard for Portfolio Management, 2nd Ed. P. 59, Project Management Institute, 2008

[2] Section 4.9.2.4 The Standard for Portfolio Management, 2nd Ed. P. 80, Project Management Institute, 2008

[3] Section 4.9.2.4 The Standard for Portfolio Management, 2nd Ed. P. 80, Project Management Institute, 2008