This week my evening R&D will be focused around creating an Enterprise Portfolio Management CMM similar to the marketing management CMM created for previous clients.  First task is to create a maturity model and assessment criteria.  I already have three of the five levels of core practice methods roughed out.  That was the good news this weekend.  The bad news was with this insight I’ll have to restructure the Enterprise Portfolio Management white paper to fit a CMMI-like structure infers it will be come a booklet rather than a white paper.

Level 1 is simply a three category investment prioritization, about as simple as one can get and can tie-in easily into most accounting systems Enterprises have today.  Level 3 ties Business Models to IT investments.  Level 5 brings a level of sophistication that investment firms typically use (options theory, arbitrage, derivatives, etc.).