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Managed Portfolio Academy

Module 5 – Seven simple steps for implementing managed portfolios

Step 5: Develop a ‘guiding coalition’ and implementation plan

  • Have you allocated a project leader and formed a project working group?
  • Have you identified the platform TRM services you would like to take up?
  • Have you developed an implementation plan with initial, 6, 12, and 18month timeframes?
  • Have you identified and documented the steps required, by who, and by when?
  • Have staff and stakeholders ‘bought-in’ to the practice vision, priority, implementation plan and journey? (don’t underestimate the work involved by all staff and some who may be resistance to change)