Try It!


While you can define the relationships top down from the strategic goals to the portfolio, program, and project, which we collectively refer to as the delivery initiatives, some organisations do it from the bottom up by associating the initiative with the appropriate goals. 

Important: If you are not familiar with Strategy, we recommend you review the Strategy Overview page. It will provide you with a working knowledge of the Strategy area.

Here are a few rules to remember when associating or disassociating a benefit or a goal:

• Each initiative, whether a project, program or a portfolio, can be associated with multiple goals and benefits, while still adhering to the rule that a specific benefit can be associated with only a single initiative.

• You will use the Portfolio area, if you are associating a portfolio or program with a goal, and you will use Project area to associate a project. 

• Benefits and goals would be associated or disassociated using the same process using the Benefits register within the delivery initiatives – portfolio, program, and project.

Associate a benefit or a goal

1. Ensure you are in a Project (if associating a Project) or Portfolio area (if associating a Portfolio or Program).
   
   
   Tip: If you are not familiar with Projects, we recommend that you review the Project Overview page. If you are not familiar with Portfolios, review the Portfolio Overview page. They will provide you with a working knowledge of the Project and Portfolio areas respectively.
   
   
2. Select and open the appropriate project (or portfolio or program).
   
   
3. Select the Goals (or Benefits) tab.
   
   
4. Select + Add Existing Strategic Goals (or Benefits) to the selected initiative.
   
   
5. Search for and select the appropriate Goal (or Benefit).
   
   
6. Click Save & Close.
   
   

Disassociate a benefit or a goal

1. Ensure you are in Projects (if associating a Project) or Portfolios (if dis-associating a Portfolio or Program).
   
   
2. Select and open the appropriate project (or portfolio or program).
   
   
3. Select the Goals (or Benefits) tab.
   
   
4. Select the Goal (or Benefit) you wish to disassociate.
   
   
5. Select Remove.
   
   
6. Click Save & Close.
   
   

Download Job Aid: Managing the relationship between strategy and execution