Strategic Vision and Alignment
4

1. How clearly are your projects connected to your organization’s strategic goals?

1. How clearly are your projects connected to your organization’s strategic goals?

2. In your organization, how effectively is strategy decomposed into focus areas that are supported by actionable projects?

2. In your organization, how effectively is strategy decomposed into focus areas that are supported by actionable projects?

2. (Focus areas are the key priorities that come from your strategy.)

3. Does your organization plan work in phases — detailing near-term tasks, and broadly planning future work?

3. Does your organization plan work in phases — detailing near-term tasks, and broadly planning future work?

3. (This is called rolling wave planning.)

4. Before starting new work, how often does your organization confirm it has the right people and resources?

4. Before starting new work, how often does your organization confirm it has the right people and resources?

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Portfolio Management and Delivery
4

1. How easily can your organization handle new project requests?

1. How easily can your organization handle new project requests?

1. (This is about how smoothly new work ideas are accepted and reviewed.)

2. How effectively does your organization prioritize projects?

2. How effectively does your organization prioritize projects?

3. How often do projects get delayed because there aren’t enough people or resources?

3. How often do projects get delayed because there aren’t enough people or resources?

4. Are there noticeable discrepancies between status reports and the actual health of the project?

4. Are there noticeable discrepancies between status reports and the actual health of the project?

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Tool and System Integration
4

1. How well do your organization’s tools (e.g., project tracking or finance software) integrate and share information?

1. How well do your organization’s tools (e.g., project tracking or finance software) integrate and share information?

2. Do you manually re-enter data, or find data issues / errors?

2. Do you manually re-enter data, or find data issues / errors?

2. (Manually re-entering data is sometimes called swivel-chairing.)

3. How frequently do you encounter data inconsistencies between systems?

3. How frequently do you encounter data inconsistencies between systems?

4. How much early planning goes into aligning your organization's technology systems with business goals?

4. How much early planning goes into aligning your organization's technology systems with business goals?

4. (This is about using enterprise architecture.)

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Process and Workflow Management
3

1. Do approval processes slow down the completion or release of work?

1. Do approval processes slow down the completion or release of work?

2. Does everyone know how work is supposed to be done in your organization, including the methods and steps teams use?

2. Does everyone know how work is supposed to be done in your organization, including the methods and steps teams use?

3. How often does your organization review and improve its workflows?

3. How often does your organization review and improve its workflows?

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Resource and Capacity Management
3

1. Can your organization absorb new changes with the people and resources it has?

1. Can your organization absorb new changes with the people and resources it has?

2. How effectively are people and resources assigned to new projects?

2. How effectively are people and resources assigned to new projects?

3. How well does your organization manage resources to avoid disrupting delivery?

3. How well does your organization manage resources to avoid disrupting delivery?

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Quality and Performance Measurement
2

1. Do the delivery teams and operations teams operate independently?

1. Do the delivery teams and operations teams operate independently?

2. How often does your organization emphasize real results over simply getting work done?

2. How often does your organization emphasize real results over simply getting work done?

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Organization Structure and Roles
2

1. How does your organization pick people for projects?

1. How does your organization pick people for projects?

2. Does everyone in your organization understand the expectations of their role?

2. Does everyone in your organization understand the expectations of their role?

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Change Management and Leadership
2

1. Do your leaders take an active role in driving and supporting changes?

1. Do your leaders take an active role in driving and supporting changes?

2. How effectively does your organization manage changes to projects or systems once they’re underway?

2. How effectively does your organization manage changes to projects or systems once they’re underway?

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Customer and Value Focus
2

1. Does your organization track both the work it completes (outputs) and the value it provides (outcomes)?

1. Does your organization track both the work it completes (outputs) and the value it provides (outcomes)?

2. How often does your organization use customer feedback to improve its processes?

2. How often does your organization use customer feedback to improve its processes?

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Your PPM Results
Each score below reflects your organization’s current level of maturity across key areas of Portfolio and Work Management. These percentages are based on your self-assessment and aligned to industry best practices.

Higher scores indicate well-established practices, while lower scores highlight areas where there may be opportunities for growth and improvement.

These insights will be used with the recommendations at the end of this self-assessment.
10

1. Overall PPM Maturity

1. Overall PPM Maturity

1. Your overall score provides a snapshot of your organization’s overall PPM maturity.

0

2. Strategic Vision and Alignment

2. Strategic Vision and Alignment

2. How well your initiatives are guided by clear strategy and aligned to enterprise objectives.

0

3. Portfolio Management and Delivery

3. Portfolio Management and Delivery

3. The effectiveness of selecting, prioritizing, and delivering the right work across the organization.

0

4. Tool and System Integration

4. Tool and System Integration

4. How well your systems support visibility, data accuracy, and integration across platforms.

0

5. Process and Workflow Management

5. Process and Workflow Management

5. The consistency and efficiency of your processes for managing work from intake to completion.

0

6. Resource and Capacity Management

6. Resource and Capacity Management

6. Your ability to effectively plan, allocate, and manage talent and capacity across teams.

0

7. Quality and Performance Measurement

7. Quality and Performance Measurement

7. How performance is measured, monitored, and used to continuously improve delivery outcomes.

0

8. Organizational Structure and Roles

8. Organizational Structure and Roles

8. How performance is measured, monitored, and used to continuously improve delivery outcomes.

0

9. Change Management and Leadership

9. Change Management and Leadership

9. How your organization leads through change, drives adoption, and supports a culture of transformation.

0

10. Customer and Value Focus

10. Customer and Value Focus

10. The degree to which work is prioritized and executed based on customer value and strategic impact.

0
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Tell Us About Your Company
Please provide information about your company.
4

1. Industry

1. Industry

1. Select your company's industry

Choose
Aerospace & Defense
Agriculture
Automotive
Banking & Financial Services
Construction
Consumer Goods
Education
Energy & Utilities
Entertainment & Media
Government
Healthcare
Hospitality & Tourism
Information Technology
Insurance
Manufacturing
Mining & Metals
Non-Profit
Pharmaceuticals
Professional Services
Real Estate
Retail
Telecommunications
Transportation & Logistics
Other

2. Business Unit

2. Business Unit

2. Select a Business Unit

Choose
Information Technology
Engineering
Marketing
Sales
Customer Support
Operations
Finance
Human Resources
Research & Development
Product Management
Legal
Administration
Other

3. Annual Revenue

3. Annual Revenue

3. Select Annual Revenue Range of your Company

Choose
Less than $1 Million
$1 Million to $10 Million
$10 Million to $50 Million
$50 Million to $100 Million
$100 Million to $500 Million
$500 Million to $1 Billion
Over $1 Billion

4. Company Size

4. Company Size

4. Select your company's size

Choose
1 - 10 employees
11 - 50 employees
51 - 200 employees
201 - 500 employees
501 - 1,000 employees
1,001 - 5,000 employees
5,001 - 10,000 employees
Over 10,000 employees
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Your Information
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After clicking the Finish button, you will be presented with recommended focus areas.
4

1. Name

1. Name

1. Please provide your name.

2. Job Title

2. Job Title

2. Please provide your job title.

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3. Email Address

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4. Would you like to have Rego contact you to discuss your results?

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