Forecasting Program Contributions to KPIs

If your program is aligned to a portfolio strategic theme, KPIs related to the business goals that serve the stragetic theme are listed as relative KPIs. During the program execution, you may need to forecast how much impact your program would make to these KPIs.

This section details on how to add and track KPI impacts.

How PPM Picks Relative KPIs?

If the program is already aligned to a portfolio strategic theme

PPM picks the KPIs related to the business goals that serve the portfolio strategic theme as the relative KPIs, assuming these KPIs have the strongest correlation with the program.

In case the business goals that serve the portfolio strategic theme do not have KPIs, PPM picks the KPIs related to all the other portfolio's business goals as relative KPIs. You should then decide which irrelative KPIs can be ignored.

If an initiative is not yet aligned to a portfolio strategic theme

PPM picks the KPIs related to all the other portfolio's business goals as relative KPIs. You should then decide which irrelative KPIs can be ignored.

Add KPI Impacts

  1. Open the program overview page > Details tab.

  2. Go to the Strategy section.

    It lists all the KPIs that are related to the portfolio where your program belongs.

  3. Locate the KPI, and click Add Impact.

  4. Enter the impact value and the effective date of that value.

    Example: If you add an impact for the KPI "revenue growth", the impact value is 3%, and the effective date of Oct. 31, 2018, it implies that the program will probably produce a 3% increase in revenue by the effective date.

  5. Save the impact.

Track Impact Status

After the effective date of an impact value is reached, you can use the Status option to track whether the impact value is delivered or not. This option only appears when the current date is the effective date or later.

  • Accomplished: the impact value is delivered
  • Missed: the impact value is not delivered
  • N/A: not appliable

Ignore Irrelevant KPIs

If you find a KPI not relevant to your program, you can ignore the KPI.

To ignore a KPI, click the ignore icon in the KPI. The KPI is moved to the Ignored KPIs list.

To add the KPI back to the relevant KPIs list, click the un-ignore icon in the KPI from the Ignored KIPs list.

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