Manager Portfolio Checklist

As a manager in VISION, you have visibility to all of your organizations projects, as well as all of the organizations below yours. All projects in your portfolio are centrally managed. Below is a checklist of actions to take to keep your organizational data up to date.

Written By Stacey Kessler

Last updated Over 1 year ago

Getting Started

  • Identify how many managers you have within your organization.

  • Fill out this quick form for each manager requesting access.

  • Identify project criteria

  • Evaluate each project to determine what you will accept to your organization.

    • What is the criteria for accepting, pausing, archiving or completing a project?

    • Take action on initiatives by clicking Manage on the individual project..

      • Accept initiative - the initiative would be accepted and owned by the organization.

      • Transfer initiative - the transfer request will be initiated and the new organization will respond to the transfer request by either accepting or declining the request.

        • Under Transfer Portfolio, managers will see the transfer request table. They will be able to toggle between sent and received transfers.

      • Archive initiative - the project needs to be archived and will no longer be available for other users to see (this is an administrative function—completed initiatives should stay in VISION for visibility)

  • Add standardized data to projects to increase searchability and collaboration opportunities with:

    Technology Type Functional Area Initiative Type Tags

  • Additional project details.

    • Select VISION Innovation Pipeline

    • Select the Status within the pipeline

      • Note- if there is only one status to choose from, it will need to enter into that status and then can be updated after acceptance

    • Add project funding to the budget section.

    • Provide a note for additional context on the acceptance of the project into your organization

  • Project management features

    • Manage all of your project tasks.

      • Navigation: Top right corner using the dropdown.

    • Identify project metrics on the Return on Mission Effectiveness™ (RoME) dashboard

      • Performance goals are used to track how the project is performing.

      • Example: Scale capability across 5 locations

    • Impact goals are used to measure change over time.

      • Example: Decrease the load plan by 81%

    • Download your organization’s data

      • Go to Explore Initiatives on the left navigation

      • Add any filters using the Advanced Search filters

      • Click Export CSV

      • Your data will be available in app and you will find it in the notification center which you will find with the bell indicator in the top right corner