Project & Portfolio Management Assessment

The goal of the project and portfolio management assessment is to evaluate your organization’s current practices and measure them against widely recognized industry standards. Artisan Management Consultant Group conducts a detailed, three-tiered evaluation to develop a comprehensive understanding of how project and portfolio management are executed across the business.

This assessment includes:

1. Interviews with key stakeholders: to gather qualitative insights into how projects and portfolios are managed throughout the organization.
2. An online survey: to collect quantitative data that reflects the effectiveness of processes within various departments.
3. Review of existing project documentation and outputs: to assess the quality, consistency, and maturity of the work being produced.

By taking this structured approach, Artisan Management Consultant Group is able to provide a well-rounded analysis of current practices at both the department and organizational levels.

Focus Areas of the Assessment

The evaluation targets six critical components of the project lifecycle:

• Organizational Structure and Culture
• Project Initiation
• Project Planning
• Execution and Delivery
• Monitoring and Control
• Communication, Reporting, and Performance Metrics

This framework allows our team to assess how project and portfolio management practices are applied within your organization and how they align (or deviate) from each project phase’s best practices.

Assessment Structure

For each of the six key areas, the analysis includes:

• Ideal State: A description of what optimal performance looks like according to best-in-class standards and methodologies.
• Survey Results: A breakdown of the responses gathered through the survey, organized by question to identify trends and potential issues.
• Current State: An objective description of your organization’s current practices, with a comparison to the ideal state to highlight performance gaps and improvement opportunities.

Benefits of the Assessment

This structured assessment helps benchmark your organization’s capabilities, processes, and tools against industry-leading practices. It also identifies high-impact opportunities for improvement—those that can yield the best return on investment and drive consistent project success.

Final Deliverables

At the conclusion of the assessment, Artisan Management Consultant Group will provide a detailed written report summarizing the current level of project and portfolio management maturity. The report will include expert evaluations of strengths, deficiencies, and practical recommendations for improvement.

To support communication with senior leadership, these findings can also be delivered through a professionally developed PowerPoint presentation, offering visual context and strategic insights to guide next steps.