Table of Contents

Acknowledgements

Executive Summary

Introduction and Background

Literature Review

Methodology and Analysis

Managerial Implications: What Middle Managers in Successful Organizations Do

Theoretical Implications and Conclusions

Chapter 1: Introduction and Background

Program and Portfolio Management as a Subset of Corporate Governance

Governance and Transaction Cost Economics

Research Questions

Objectives

Scope and Underlying Assumptions of this Study

Management Process

Milestones and Deliverables

Supporting Organizations

Report Structure

Chapter 2: Literature Review

Project Portfolios and their Management

Portfolio Definitions and Selection Techniques

Planning and Managing Project Portfolios

Competencies for Portfolio Management

Programs and the Management of Programs

Program Management as an Entity for Organizational Structure

Program Management Processes and Life Cycles

Competencies for Program Management

Project Types and Program/Portfolio Management

Environmental Complexity

Chapter 3: Methodology and Analysis

The Qualitative Study

Qualitative Data Analysis Results

The Quantitative Study

Sample Demographics

Quantitative Data Analysis Results

Results Triangulation

Chapter 4: Managerial Implications: What Middle Managers in Successful Organizations Do

Organizing for Program and Portfolio Management

Managers Activities in Program and Portfolio Management

Middle Managers Roles in Program and Portfolio Management

Portfolio Management Related Roles Prior to Project Execution

Business Planning

Project Selection

Resource Planning

Resource Procurement

Project and Program Plan Review

Program Management Related Roles Prior to Project Execution

Identification of Business Opportunities

Synergy Identification

Resource Planning and Selection

Program and Portfolio Management Related Roles during Project Execution

Identification of Bad Projects

Participation in Steering Groups

Prioritization of Projects

Coordination of Projects

Collection and Aggregation of Reports

Initiation of Reviews

Handling of Issues

Coaching of Project Managers

Improvement of Processes

Summary of Managerial Implications

Chapter 5: Theoretical Implications and Conclusions

Theoretical Implications

Suggestions for Further Research

A Final Word

References

Appendix A: Interview Instrument

Appendix B: Questionnaire Instrument

Appendix C: Summary Tables

Questionnaire Variable Descriptions

Performance Differences by Governance Structure

Performance Differences in Projects, Programs and Portfolios by Governance Structure

Summary of Research Questions, Hypotheses and Results

Appendix D: Author Contact Information

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