90-Day Plan: PHC Consortium

Create a single, trusted portfolio operating rhythm: clear priorities, capacity-realistic plans, consistent governance, reliable MI, and disciplined control of risks/issues/changes — with the PPM tool used consistently and producing decision-ready reporting.

Senior leaders have a clear, agreed portfolio view: priorities, capacity, key risks, decisions needed. Portfolio reporting is consistent and trusted (less noise, more decisions). The PPM tool is the single source of truth for status, RAID, milestones, dependencies and governance. A working prioritisation + capacity planning process exists and is used. A sustainable assurance cadence is embedded (lightweight but firm). The PPMO team has clear roles, templates, and a repeatable way of working.

Stop drift, reduce confusion, and establish a minimum viable governance cadence. Build an evidence-based baseline of the portfolio: what exists, what’s real, what’s at risk.

Stakeholder onboarding: rapid listening tour (Exec sponsor(s), Transformation/Change leads, Finance, key delivery heads). Capture pain points and “must win” outcomes. Portfolio inventory + data triage: confirm active initiatives, owners, scope, stage, key milestones, spend/budget status, and dependencies. Set a simple reporting rhythm: weekly portfolio touchpoint + monthly exec pack cadence. Define minimum standards: status definitions (RAG rules), mandatory fields, RAID ownership, escalation thresholds, change control triggers. PPM tool reality check: assess current adoption, data quality, and reporting capability; agree the “non-negotiables” for use.

Portfolio Baseline Pack v1 (one version of truth): Top priorities, key milestones, major dependencies Top 10 risks/issues requiring leadership action Decisions required + dates Minimum Governance Set (lightweight): status template, RAID rules, escalation route, change control handshake. Tool/Data Quality Rules v1: mandatory fields, ownership, update frequency, and reporting cut-off.

≥90% of active initiatives have a named owner + next milestone + current RAG + RAID owner. Weekly cadence running; escalations are clear and timely.

Turn “busy change activity” into prioritised, capacity-based delivery. Standardise governance so reporting becomes comparable and decisions become faster.

Prioritisation model + portfolio planning: agree a simple scoring model (strategic alignment, risk, value, compliance, urgency, effort). Run the first prioritisation workshop. Capacity & resource view: create a practical capacity map (key roles/teams) to surface bottlenecks and enable trade-offs. Embed assurance: introduce light stage gates / checkpoints appropriate to size/risk (not bureaucracy). MI & KPIs: define performance indicators and narratives that leaders actually use (progress, blockers, forecast, benefits, confidence, variance). Training & coaching: short sessions for delivery leads on “how we report + how we manage RAID + how we use the tool”.

Prioritised Portfolio Plan v1 (ranked pipeline + in-flight commitments). Capacity / Constraint View v1 (where delivery will break unless decisions are made). Standard MI Dashboard v1 (exec-friendly) aligned to objectives. Assurance & Stage Gate Map (scaled to initiative type; clear entry/exit criteria).

Leaders can see (and agree) what is in / out / later based on capacity. Portfolio pack drives decisions (not “for information only”). Improved data quality in tool (fewer blanks, consistent status logic).

Move from “PPMO pushing” to “organisation pulling”: adoption becomes normal. Improve delivery confidence through disciplined control and continuous improvement.

Operationalise governance: make monthly portfolio review + decision log routine; establish regular exception-based escalations. Strengthen change control: ensure scope/schedule/cost changes are governed consistently; capture impacts and trade-offs. Benefits/outcomes tracking: introduce simple benefits markers and “value narrative” per priority initiative (even if high-level at first). Continuous improvement loop: retro on the cadence + templates + tool usage; tighten what works, drop what doesn’t. Handover-ready sustainability: document playbook and ensure team capability to run it without heroics.

Portfolio Operating Model (PPMO Playbook): cadence, roles, templates, tool rules, escalation thresholds. Decision Log + Action Tracker embedded in routine governance. KPI Set v2 + Dashboard v2 (leaner, clearer, more predictive). Training Pack + Clinic Rhythm (monthly “PPMO surgery” session to keep adoption healthy).

Reliable monthly decision cycle in place; fewer surprises. Portfolio reporting is trusted and used. Tool adoption is consistent enough that manual “shadow reporting” reduces significantly.