ISO/PRF 21500

Project, programme and portfolio management -- Context and concepts

Management des projets, programmes et portefeuilles -- Contexte et concepts

Standards Content (sample)

INTERNATIONAL ISO
STANDARD 21500
Second edition
Project, programme and portfolio
management — Context and concepts
Management des projets, programmes et portefeuilles — Contexte et
concepts
PROOF/ÉPREUVE
Reference number
ISO 21500:2021(E)
ISO 2021
---------------------- Page: 1 ----------------------
ISO 21500:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland
ii PROOF/ÉPREUVE © ISO 2021 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 21500:2021(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

Introduction ..................................................................................................................................................................................................................................v

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 1

4 Project, programme and portfolio management concepts....................................................................................... 3

4.1 General ........................................................................................................................................................................................................... 3

4.2 Projects, programmes and portfolios .................................................................................................................................. 4

4.3 Organizational environment ....................................................................................................................................................... 5

4.4 External environment ....................................................................................................................................................................... 5

4.5 Strategy implementation ................................................................................................................................................................ 6

4.6 Integrated governance and management approaches ......................................................................................... 7

5 ISO 21500 and related standards........................................................................................................................................................ 7

5.1 General ........................................................................................................................................................................................................... 7

5.2 Overview ...................................................................................................................................................................................................... 8

5.2.1 ISO 21502, ISO 21503, ISO 21504 and ISO 21505 .............................................................................. 8

5.2.2 Supporting standards and vocabulary .......................................................................................................... 8

5.3 Benefits of using ISO 21502, ISO 21503, ISO 21504 and ISO 21505 ........................................................ 9

5.3.1 General...................................................................................................................................................................................... 9

5.3.2 Project management ..................................................................................................................................................... 9

5.3.3 Programme management ......................................................................................................................................... 9

5.3.4 Portfolio management ................................................................................................................................................ 9

5.3.5 Governance ........................................................................................................................................................................10

5.4 Organizational considerations for selection ...............................................................................................................10

Bibliography .............................................................................................................................................................................................................................11

© ISO 2021 – All rights reserved PROOF/ÉPREUVE iii
---------------------- Page: 3 ----------------------
ISO 21500:2021(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 258, Project, programme and portfolio

management.

This second edition, together with ISO 21502:2020, cancels and replaces the first edition

(ISO 21500:2012), which has been technically revised. The main changes compared with the previous

edition are as follows:

— this document provides an overview of the environment for project, programme and portfolio

management, their governance, and the general factors impacting the broader environment;

— this document provides a high-level view of the relationships among the standards on project,

programme and portfolio management prepared by ISO/TC 258, while guidance on project

management is now given in ISO 21502.

Any feedback or questions on this document should be directed to the user's national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
iv PROOF/ÉPREUVE © ISO 2021 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 21500:2021(E)
Introduction

This document provides overarching guidance for the use of the standards on project, programme and

portfolio management prepared by ISO/TC 258, and an overview of these disciplines and the related

governance in an organization.
The audience for this document includes, but is not limited to:

— practitioners and professionals of project management, programme management and portfolio

management;

— executives, senior management, sponsors and other governing bodies overseeing projects,

programmes and portfolios;
— project, programme and portfolio stakeholders;
— academia;

— developers of national standards, organizational standards, industry standards and public policy;

— users of any of the standards on project, programme and portfolio management prepared by

ISO/TC 258.
© ISO 2021 – All rights reserved PROOF/ÉPREUVE v
---------------------- Page: 5 ----------------------
INTERNATIONAL STANDARD ISO 21500:2021(E)
Project, programme and portfolio management — Context
and concepts
1 Scope

This document specifies the organizational context and underlying concepts for undertaking project,

programme and portfolio management. It also provides guidance for organizations to adopt or improve

project, programme and portfolio management using the standards prepared by ISO/TC 258.

This document is applicable to most organizations, including public and private organizations and it is

not dependent on the size and type of the organization. It is also applicable to any project, programme

and portfolio, regardless of complexity, size or duration.

Further guidance on project, programme and portfolio management, and the governance thereof, is

given in ISO 21502, ISO 21503, ISO 21504 and ISO 21505.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https:// www .iso .org/ obp;
— IEC Electropedia: available at http:// www .electropedia .org/ .
3.1
benefit
created advantage, value or other positive effect
[SOURCE: ISO/TR 21506:2018, 3.6]
3.2
business case

documented justification to support decision making about the commitment to a project (3.15),

programme (3.12) or portfolio (3.9)
[SOURCE: ISO/TR 21506:2018, 3.8]
3.3
deliverable

unique and verifiable element that is required to be produced by a project (3.15)

[SOURCE: ISO 21502:2020, 3.9]
3.4
governance

principles, policies and framework by which an organization is directed and controlled

[SOURCE: ISO/TR 21506:2018, 3.25]
© ISO 2021 – All rights reserved PROOF/ÉPREUVE 1
---------------------- Page: 6 ----------------------
ISO 21500:2021(E)
3.5
governing body

person, group or entity accountable for the governance (3.4) of an organization, organizations or a part

of an organization
[SOURCE: ISO/TR 21506:2018, 3.26]
3.6
opportunity
risk occurrence that would have a favourable impact
[SOURCE: ISO/TR 21506:2018, 3.36]
3.7
outcome
change resulting from the use of the output (3.8) from a project (3.15)
[SOURCE: ISO 21502:2020, 3.10]
3.8
output

aggregated tangible or intangible deliverables (3.3) that form the project (3.15) result

[SOURCE: ISO 21502:2020, 3.14]
3.9
portfolio

collection of portfolio components (3.10) grouped together to facilitate their management to meet

strategic objectives
[SOURCE: ISO/TR 21506:2018, 3.42]
3.10
portfolio component
project (3.15), programme (3.12), portfolio (3.9) or other related work
[SOURCE: ISO/TR 21506:2018, 3.43]
3.11
portfolio management

coordinated activities to direct and control the accomplishment of strategic objectives

[SOURCE: ISO/TR 21506:2018, 3.45]
3.12
programme

group of programme components (3.13) managed in a coordinated way to realize benefits (3.1)

[SOURCE: ISO/TR 21506:2018, 3.50]
3.13
programme component
project (3.15), programme (3.12) or other related work
[SOURCE: ISO/TR 21506:2018, 3.52]
3.14
programme management

coordinated activities to direct and control the realisation of identified benefits (3.1) and deliverables (3.3)

[SOURCE: ISO/TR 21506:2018, 3.54]
2 PROOF/ÉPREUVE © ISO 2021 – All rights reserved
---------------------- Page: 7 ----------------------
ISO 21500:2021(E)
3.15
project
temporary endeavour to achieve one or more defined objectives
[SOURCE: ISO 21502:2020, 3.20]
3.16
project management

coordinated activities to direct and control the accomplishment of agreed objectives

[SOURCE: ISO 21502:2020, 3.24]
3.17
sponsor

person responsible for obtaining the resources and executive decisions to enable success

[SOURCE: ISO/TR 21506:2018, 3.78]
3.18
stakeholder

person, group or organization that has interests in, or can affect, be affected by, or perceive itself to be

affected by, any aspect of the project (3.15), programme (3.12) or portfolio (3.9)

[SOURCE: ISO/TR 21506:2018, 3.79]
3.19
threat
risk occurrence that would have a negative impact
[SOURCE: ISO/TR 21506:2018, 3.83]
4 Project, programme and portfolio management concepts
4.1 General

This clause describes the overall context in which governance and management of projects, programmes

and portfolios operate. In addition to ongoing operations, project, programme and portfolio management

provide an integrated management framework to deliver value. Projects, programmes and portfolios

exist within the organizational environment and the organization exists within the larger external

environment.

Figure 1 illustrates that opportunities and threats can be identified through organizational strategy and

objectives. The opportunities and threats can be evaluated and further developed into requirements

and business cases. Based on those business cases and using portfolio management or another

management structure, the organization selects and authorizes projects and programmes that provide

deliverables, outputs and outcomes to operations. When used in operations, deliverables, outputs and

outcomes should contribute to realizing benefits for internal and external stakeholders. The benefits

can also contribute to further development of the organization's strategy and objectives.

© ISO 2021 – All rights reserved PROOF/ÉPREUVE 3
---------------------- Page: 8 ----------------------
ISO 21500:2021(E)
NOTE 1 Opportunities and threats are seen from a strategic perspective.

NOTE 2 The dashed lines of the operations box indicate that operations can stretch into projects, programmes

and portfolios (refer to “other related work”).

Figure 1 — Example of the context of the governance and management of projects, programmes

and portfolios
4.2 Project
...

DRAFT INTERNATIONAL STANDARD
ISO/DIS 21500
ISO/TC 258 Secretariat: ANSI
Voting begins on: Voting terminates on:
2020-06-04 2020-08-27
Project, programme and portfolio management — Context
and concepts
Management des projets, programmes et portefeuilles — Contexte et concepts
ICS: 03.100.40

THIS DOCUMENT IS A DRAFT CIRCULATED IMPORTANT — Please use this updated version dated 2020-06-09, and

FOR COMMENT AND APPROVAL. IT IS
discard any previous versions of this DIS. This version contains
THEREFORE SUBJECT TO CHANGE AND MAY
line-numbering.
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL,
This document is circulated as received from the committee secretariat.
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 21500:2020(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
PROVIDE SUPPORTING DOCUMENTATION. ISO 2020
---------------------- Page: 1 ----------------------
ISO/DIS 21500:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/DIS 21500:2020(E)
Contents

Foreword .......................................................................................................................................................................... v

Introduction.................................................................................................................................................................... vi

1 Scope .......................................................................................................................................................................... 1

2 Normative references .......................................................................................................................................... 1

3 Terms and definitions .......................................................................................................................................... 1

4 Project management concepts .......................................................................................................................... 5

4.1 Overview ................................................................................................................................................................... 5

4.2 Projects, programmes and portfolios ............................................................................................................. 6

4.3 Organizational environment ............................................................................................................................. 6

4.4 External environment .......................................................................................................................................... 7

4.5 Strategy implementation .................................................................................................................................... 7

4.6 Integrated approach ............................................................................................................................................. 8

5 Family of standards............................................................................................................................................ 10

5.1 Overview ................................................................................................................................................................ 10

5.2 Overview of standards ...................................................................................................................................... 10

5.2.1 Main standards ................................................................................................................................................................ 10

5.2.2 Supporting standards and vocabulary ................................................................................................................... 11

5.3 Benefits of using the main standards .......................................................................................................... 11

5.3.1 Project management ..................................................................................................................................................... 11

5.3.2 Programme management ............................................................................................................................................ 11

5.3.3 Portfolio management .................................................................................................................................................. 12

5.3.4 Governance ........................................................................................................................................................................ 12

5.4 Organizational considerations for selection ............................................................................................ 12

Bibliography ................................................................................................................................................................. 14

© ISO 2020 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO/DIS 21500:2020(E)
Table of Figures
Figure 1  An example of the context of the governance and management of

projects,programmes and portfolios ..................................................................................................................................................... 5

Figure 2  An example of the relationship among projects, programmes and portfolios ................. 6

Figure 3  An example of strategy implementation ................................................................................................ 8

Figure 4  ISO 21500 family of standards .................................................................................................................. 10

iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/DIS 21500:2020(E)
1 Foreword

2 ISO (the International Organization for Standardization) is a worldwide federation of national

3 standards bodies (ISO member bodies). The work of preparing International Standards is normally

4 carried out through ISO technical committees. Each member body interested in a subject for which a

5 technical committee has been established has the right to be represented on that committee.

6 International organizations, governmental and non-governmental, in liaison with ISO, also take part in

7 the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all

8 matters of electrotechnical standardization.

9 The procedures used to develop this document and those procedures intended for its further

10 maintenance are described in the ISO/IEC Directives, Part 1. This document was drafted in accordance

11 with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).

12 On the occasion of its revision, the ISO 21500:2012 standard "Guidance on project management"

13 changes its reference to ISO 21502:2021. The present ISO 21500 is about the context and concepts of

14 project, programme and portfolio management and their governance.

15 Attention is drawn to the possibility that some of the elements of this document may be the subject of

16 patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

17 any patent rights identified during the development of the document are held in the ISO list of patent

18 declarations received (see www.iso.org/patents).

19 Any trade name used in this document is information given for the convenience of users and does not

20 constitute an endorsement.

21 For an explanation of the meaning of ISO specific terms and expressions related to conformity

22 assessment, as well as information about ISO's adherence to the World Trade Organization (WTO)

23 principles in the Technical Barriers to Trade (TBT) see the following URL:
24 www.iso.org/iso/foreword.html.

25 The committee responsible for this document is Technical Committee ISO/TC 258 — Project,

26 programme and portfolio management.
© ISO 2020 – All rights reserved v
---------------------- Page: 5 ----------------------
ISO/DIS 21500:2020(E)
28 Introduction

29 This document provides overarching guidance for the use of the ISO 21500 family of standards and an

30 overview on project, programme and portfolio management, as well as the related governance of these

31 disciplines in an organization.
32 The audience for this document includes, but is not limited to:

33 - practitioners and professionals of project management, programme management and portfolio

34 management;

35 - executives, senior management, sponsors and other governing bodies overseeing projects,

36 programmes and portfolios;
37 - project, programme and portfolio stakeholders;
38 - academia;

39 - developers of national standards, organizational standards, industry standards and public policy;

40 and
41 - users of any of this family of standards.
vi © ISO 2020 – All rights reserved
---------------------- Page: 6 ----------------------
ISO/DIS 21500:2020(E)
43 Project, programme and portfoliomanagement -Context and concepts
44 1 Scope

45 This international standard describes the organizational context and underlying concepts for

46 undertaking project, programme and portfolio management. It also provides guidance for organizations

47 to adopt or improve project, programme and portfolio management using the ISO 21500 family of

48 standards.

49 This international standard can be applied to most organizations, including public and private

50 organizations and it is not dependent upon size and type of organization. It also may be applied to any

51 project, programme and portfolio regardless of complexity, size or duration.

52 Further guidance on project, programme and portfolio management, and the governance thereof is set

53 out within the ISO 21500 family of standards.
54 2 Normative references
55 There are no normative references in this document.
56 3 Terms and definitions
57 For the purpose of this document, the following terms and definitions apply.

58 ISO and IEC maintain terminological databases for use in standardization at the following addresses:

59 - ISO Online browsing platform: available at https://www.iso.org/obp;
60 - IEC Electropedia: available at http://www.electropedia.org/.
61 3.1
62 benefit
63 created advantage, value or other positive effect
64 [SOURCE: ISO/TR 21506:2018, 3.6]
65 3.2
66 business case

67 documented justification to support decision making about the commitment to a project (3.16),

68 programme (3.11) or portfolio (3.9)
69 [SOURCE: ISO/TR 21506:2018, 3.8]
70 3.3
71 deliverable

72 unique and verifiable element that is required to be produced by a project (3.16)

73 [SOURCE: ISO 21502:2021, 3.8]
74 3.4
© ISO 2020 – All rights reserved 1
---------------------- Page: 7 ----------------------
ISO/DIS 21500:2020(E)
75 governance

76 principles, policies and framework by which an organization is directed and controlled

77 [SOURCE: ISO/TR 21506:2018, 3.25]
78 3.5 governing body

79 person, group or entity accountable for the governance of an organization, organizations, or a part of an

80 organization
81 [SOURCE: ISO/TR 21506:2018, 3.26]
82 3.6
83 opportunity
84 risk occurrence that would have a favourable impact
85 [SOURCE: ISO/TR 21506:2018, 3.36]
86 3.7
87 outcome
88 change resulting from the use of the output (3.8) from a project (3.16)
89 [SOURCE: ISO 21502:2021, 3.10]
90 3.8
91 output

92 aggregated tangible or intangible deliverables (3.3) that form the project (3.16) result

93 [SOURCE: ISO 21502:2021, 3.11]
94 3.9
95 portfolio

96 collection of portfolio components (3.10) grouped together to facilitate their management to meet

97 strategic objectives
98 [SOURCE: ISO/TR 21506:2018, 3.42]
99 3.10
100 portfolio component
101 project (3.16), programme (3.13), portfolio (3.9), or other related work
102 [SOURCE: ISO/TR 21506:2018, 3.43]
103 3.11
104 portfolio management
2 © ISO 2020 – All rights reserved
---------------------- Page: 8 ----------------------
ISO/DIS 21500:2020(E)

105 coordinated activities to direct and control the accomplishment of strategic objectives

106 [SOURCE: ISO/TR 21506:2018, 3.45]
107 3.13
108 programme

109 group of programme components (3.14) managed in a coordinated way to realize benefits

110 [SOURCE: ISO/TR 21506:2018, 3.50]
111 3.14
112 programme component
113 project (3.16), programme (3.13) or other related work
114 [SOURCE: ISO/TR 21506:2018, 3.52]
115 3.15
116 programme management

117 coordinated activities to direct and control the realisation of identified benefits and deliverables (3.3)

118 [SOURCE: ISO/TR 21506:2018, 3.54]
119 3.16
120 project
121 temporary endeavour to achieve one or more defined objectives
122 [SOURCE: ISO 21502:2021, 3.17]
123 3.17
124 project management

125 coordinated activities to direct and control the accomplishment of agreed objectives

126 [SOURCE: ISO 21502:2021, 3.20]
127 3.19
128 sponsor

129 person responsible for obtaining the resources and executive decisions to enable success

130 [SOURCE: ISO/TR 21506:2018, 3.78]
131 3.20
132 stakeholder
© ISO 2020 – All rights reserved 3
---------------------- Page: 9 ----------------------
ISO/DIS 21500:2020(E)

133 person, group or organization that has interests in, or can affect, be affected by, or perceive itself to be

134 affected by, any aspect of the project (3.16), programme (3.13) or portfolio (3.9)

135 [SOURCE: ISO/TR 21506:2018, 3.79]
136 3.21
137 threat
138 risk occurrence that would have a negative impact
139 [SOURCE: ISO/TR 21506:2018, 3.83]
4 © ISO 2020 – All rights reserved
---------------------- Page: 10 ----------------------
ISO/DIS 21500:2020(E)
140 4 Project management concepts
141 4.1 Overview

142 This clause describes the overall context in which governance and management of projects,

143 programmes and portfolios operate. In addition to ongoing operations, project, programme and

144 portfolio management provide an integrated management framework to deliver value. Projects,

145 programmes and portfolios exist within the organizational environment and the organization exists

146 within the larger external environment.

147 Figure 1 illustrates that through organizational strategy and objectives, opportunities and threats can

148 be identified. The opportunities and threats can be evaluated and further developed in requirements

149 and business cases. Based on those business cases and using portfolio management or another

150 management structure, the organization selects and authorises projects and programmes that provide

151 deliverables, outputs and outcomes to operations. When used in operations, deliverables, outputs, and

152 outcomes should contribute to realising benefits for internal and external stakeholders. The benefits

153 can also contribute to further development of the organization´s strategy and objectives.

154
155 NOTE 1 Opportunities and threats are seen from a strategic perspective

156 NOTE 2 The dashed lines of the Operations box indicate that operations stretch into projects,

157 programmes and portfolios (refer to “other work”).

158 Figure 1  An example of the context of the governance and management of projects,

159 programmes and portfolios
160
© ISO 2020 – All rights reserve
...

DRAFT INTERNATIONAL STANDARD
ISO/DIS 21500
ISO/TC 258 Secretariat: ANSI
Voting begins on: Voting terminates on:
2020-06-04 2020-08-27
Project, programme and portfolio management — Context
and concepts
Management des projets, programmes et portefeuilles — Contexte et concepts
ICS: 03.100.40
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL,
This document is circulated as received from the committee secretariat.
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 21500:2020(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
PROVIDE SUPPORTING DOCUMENTATION. ISO 2020
---------------------- Page: 1 ----------------------
ISO/DIS 21500:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Fax: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/DIS 21500:2020(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

Introduction ..................................................................................................................................................................................................................................v

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 1

4 Project management concepts ............................................................................................................................................................... 3

4.1 Overview ...................................................................................................................................................................................................... 3

4.2 Projects, programmes and portfolios .................................................................................................................................. 4

4.3 Organizational environment ....................................................................................................................................................... 5

4.4 External environment ....................................................................................................................................................................... 5

4.5 Strategy implementation ................................................................................................................................................................ 5

4.6 Integrated approach ........................................................................................................................................................................... 6

5 Family of standards............................................................................................................................................................................................ 7

5.1 Overview ...................................................................................................................................................................................................... 7

5.2 Overview of standards ..................................................................................................................................................................... 8

5.2.1 Main standards .................................................................................................................................................................. 8

5.2.2 Supporting standards and vocabulary .......................................................................................................... 9

5.3 Benefits of using the main standards .................................................................................................................................. 9

5.3.1 Project management ..................................................................................................................................................... 9

5.3.2 Programme management ......................................................................................................................................... 9

5.3.3 Portfolio management ................................................................................................................................................ 9

5.3.4 Governance ........................................................................................................................................................................10

5.4 Organizational considerations for selection ...............................................................................................................10

Bibliography .............................................................................................................................................................................................................................11

© ISO 2020 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO/DIS 21500:2020(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those procedures intended for its further

maintenance are described in the ISO/IEC Directives, Part 1. This document was drafted in accordance

with the editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

On the occasion of its revision, the ISO 21500:2012 standard "Guidance on project management"

changes its reference to ISO 21502:2021. The present ISO 21500 is about the context and concepts of

project, programme and portfolio management and their governance.

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document are held in the ISO list of patent

declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the meaning of ISO specific terms and expressions related to conformity

assessment, as well as information about ISO's adherence to the World Trade Organization (WTO)

principles in the Technical Barriers to Trade (TBT) see the following URL: www .iso .org/ iso/ foreword

.htmlError! Hyperlink reference not valid..

The committee responsible for this document is Technical Committee ISO/TC 258 — Project,

programme and portfolio management.
iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/DIS 21500:2020(E)
Introduction

This document provides overarching guidance for the use of the ISO 21500 family of standards and an

overview on project, programme and portfolio management, as well as the related governance of these

disciplines in an organization.
The audience for this document includes, but is not limited to:

— practitioners and professionals of project management, programme management and portfolio

management;

— executives, senior management, sponsors and other governing bodies overseeing projects,

programmes and portfolios;
— project, programme and portfolio stakeholders;
— academia;

— developers of national standards, organizational standards, industry standards and public policy; and

— users of any of this family of standards.
© ISO 2020 – All rights reserved v
---------------------- Page: 5 ----------------------
DRAFT INTERNATIONAL STANDARD ISO/DIS 21500:2020(E)
Project, programme and portfolio management — Context
and concepts
1 Scope

This international standard describes the organizational context and underlying concepts for

undertaking project, programme and portfolio management. It also provides guidance for organizations

to adopt or improve project, programme and portfolio management using the ISO 21500 family of

standards.

This international standard can be applied to most organizations, including public and private

organizations and it is not dependent upon size and type of organization. It also may be applied to any

project, programme and portfolio regardless of complexity, size or duration.

Further guidance on project, programme and portfolio management, and the governance thereof is set

out within the ISO 21500 family of standards.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purpose of this document, the following terms and definitions apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https:// www .iso .org/ obp;
— IEC Electropedia: available at http:// www .electropedia .org/ .
3.1
benefit
created advantage, value or other positive effect
[SOURCE: ISO/TR 21506:2018, 3.6]
3.2
business case

documented justification to support decision making about the commitment to a project (3.16),

programme (3.11) or portfolio (3.9)
[SOURCE: ISO/TR 21506:2018, 3.8]
3.3
deliverable

unique and verifiable element that is required to be produced by a project (3.16)

[SOURCE: ISO 21502:2021, 3.8]
3.4
governance

principles, policies and framework by which an organization is directed and controlled

[SOURCE: ISO/TR 21506:2018, 3.25]
© ISO 2020 – All rights reserved 1
---------------------- Page: 6 ----------------------
ISO/DIS 21500:2020(E)
3.5
governing body

person, group or entity accountable for the governance of an organization, organizations, or a part of an

organization
[SOURCE: ISO/TR 21506:2018, 3.26]
3.6
opportunity
risk occurrence that would have a favourable impact
[SOURCE: ISO/TR 21506:2018, 3.36]
3.7
outcome
change resulting from the use of the output (3.8) from a project (3.16)
[SOURCE: ISO 21502:2021, 3.10]
3.8
output

aggregated tangible or intangible deliverables (3.3) that form the project (3.16) result

[SOURCE: ISO 21502:2021, 3.11]
3.9
portfolio

collection of portfolio components (3.10) grouped together to facilitate their management to meet

strategic objectives
[SOURCE: ISO/TR 21506:2018, 3.42]
3.10
portfolio component
project (3.16), programme (3.13), portfolio (3.9), or other related work
[SOURCE: ISO/TR 21506:2018, 3.43]
3.11
portfolio management

coordinated activities to direct and control the accomplishment of strategic objectives

[SOURCE: ISO/TR 21506:2018, 3.45]
3.13
programme

group of programme components (3.14) managed in a coordinated way to realize benefits

[SOURCE: ISO/TR 21506:2018, 3.50]
3.14
programme component
project (3.16), programme (3.13) or other related work
[SOURCE: ISO/TR 21506:2018, 3.52]
3.15
programme management

coordinated activities to direct and control the realisation of identified benefits and deliverables (3.3)

[SOURCE: ISO/TR 21506:2018, 3.54]
2 © ISO 2020 – All rights reserved
---------------------- Page: 7 ----------------------
ISO/DIS 21500:2020(E)
3.16
project
temporary endeavour to achieve one or more defined objectives
[SOURCE: ISO 21502:2021, 3.17]
3.17
project management

coordinated activities to direct and control the accomplishment of agreed objectives

[SOURCE: ISO 21502:2021, 3.20]
3.19
sponsor

person responsible for obtaining the resources and executive decisions to enable success

[SOURCE: ISO/TR 21506:2018, 3.78]
3.20
stakeholder

person, group or organization that has interests in, or can affect, be affected by, or perceive itself to be

affected by, any aspect of the project (3.16), programme (3.13) or portfolio (3.9)

[SOURCE: ISO/TR 21506:2018, 3.79]
3.21
threat
risk occurrence that would have a negative impact
[SOURCE: ISO/TR 21506:2018, 3.83]
4 Project management concepts
4.1 Overview

This clause describes the overall context in which governance and management of projects, programmes

and portfolios operate. In addition to ongoing operations, project, programme and portfolio management

provide an integrated management framework to deliver value. Projects, programmes and portfolios

exist within the organizational environment and the organization exists within the larger external

environment.

Figure 1 illustrates that through organizational strategy and objectives, opportunities and threats can

be identified. The opportunities and threats can be evaluated and further developed in requirements

and business cases. Based on those business cases and using portfolio management or another

management structure, the organization selects and authorises projects and programmes that provide

deliverables, outputs and outcomes to operations. When used in operations, deliverables, outputs, and

outcomes should contribute to realising benefits for internal and external stakeholders. The benefits

can also contribute to further development of the organization´s strategy and objectives.

© ISO 2020 – All rights reserved 3
---------------------- Page: 8 ----------------------
ISO/DIS 21500:2020(E)
NOTE 1 Opportunities and threats are seen from a strategic perspective

NOTE 2 The dashed lines of the Operations box indicate that operations stretch into projects, programmes

and portfolios (refer to “other work”).
Figure 1 — An example of the context of the governance an
...

PROJET DE NORME INTERNATIONALE
ISO/DIS 21500
ISO/TC 258 Secrétariat: ANSI
Début de vote: Vote clos le:
2020-06-04 2020-08-27
Management des projets, programmes et portefeuilles —
Contexte et concepts
Project, programme and portfolio management — Context and concepts
ICS: 03.100.40
CE DOCUMENT EST UN PROJET DIFFUSÉ POUR
OBSERVATIONS ET APPROBATION. IL EST DONC
SUSCEPTIBLE DE MODIFICATION ET NE PEUT
ÊTRE CITÉ COMME NORME INTERNATIONALE
AVANT SA PUBLICATION EN TANT QUE TELLE.
OUTRE LE FAIT D’ÊTRE EXAMINÉS POUR
ÉTABLIR S’ILS SONT ACCEPTABLES À DES
FINS INDUSTRIELLES, TECHNOLOGIQUES ET
COMMERCIALES, AINSI QUE DU POINT DE VUE

Le présent document est distribué tel qu’il est parvenu du secrétariat du comité.

DES UTILISATEURS, LES PROJETS DE NORMES
INTERNATIONALES DOIVENT PARFOIS ÊTRE
CONSIDÉRÉS DU POINT DE VUE DE LEUR
POSSIBILITÉ DE DEVENIR DES NORMES
POUVANT SERVIR DE RÉFÉRENCE DANS LA
RÉGLEMENTATION NATIONALE.
Numéro de référence
LES DESTINATAIRES DU PRÉSENT PROJET
ISO/DIS 21500:2020(F)
SONT INVITÉS À PRÉSENTER, AVEC LEURS
OBSERVATIONS, NOTIFICATION DES DROITS
DE PROPRIÉTÉ DONT ILS AURAIENT
ÉVENTUELLEMENT CONNAISSANCE ET À
FOURNIR UNE DOCUMENTATION EXPLICATIVE. ISO 2020
---------------------- Page: 1 ----------------------
ISO/DIS 21500:2020(F)
ISO/DIS 21500:2020(F)
Sommaire Page

Avant-propos ................................................................................................................................................................. iv

Introduction ..................................................................................................................................................................... v

1 Domaine d’application ................................................................................................................................... 1

2 Références normatives .................................................................................................................................. 1

3 Termes et définitions ..................................................................................................................................... 1

4 Concepts du management de projet ......................................................................................................... 4

4.1 Aperçu général ................................................................................................................................................. 4

4.2 Projets, programmes et portefeuilles ...................................................................................................... 5

4.3 Environnement de l’organisme .................................................................................................................. 5

4.4 Environnement externe ................................................................................................................................ 6

4.5 Mise en œuvre de la stratégie...................................................................................................................... 6

4.6 Approche intégrée ........................................................................................................................................... 7

5 Famille de normes ........................................................................................................................................... 8

5.1 Aperçu général ................................................................................................................................................. 8

5.2 Présentation des normes .............................................................................................................................. 9

5.2.1 Normes principales ......................................................................................................................................... 9

5.2.2 Normes complémentaires et vocabulaire ............................................................................................ 10

5.3 Avantages de l’utilisation des normes principales ........................................................................... 10

5.3.1 Management de projets .............................................................................................................................. 10

5.3.2 Management de programmes .................................................................................................................. 10

5.3.3 Management de portefeuilles .................................................................................................................. 11

5.3.4 Gouvernance ................................................................................................................................................... 11

5.4 Facteurs propres à l’organisme à considérer pour la sélection .................................................. 12

Bibliographie ................................................................................................................................................................ 13

DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2020

Tous droits réservés. Sauf prescription différente ou nécessité dans le contexte de sa mise en oeuvre, aucune partie de cette

publication ne peut être reproduite ni utilisée sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique,

y compris la photocopie, ou la diffusion sur l’internet ou sur un intranet, sans autorisation écrite préalable. Une autorisation peut

être demandée à l’ISO à l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.

ISO copyright office
Case postale 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Tél.: [phone]
Fax: [phone]
E-mail: [e-mail]
Website: www.iso.org © ISO 2020 – Tous droits réservés iii
Publié en Suisse
ii © ISO 2020 – Tous droits réservés
---------------------- Page: 2 ----------------------
ISO/DIS 21500:2020(F)
Sommaire Page

Avant-propos ................................................................................................................................................................. iv

Introduction ..................................................................................................................................................................... v

1 Domaine d’application ................................................................................................................................... 1

2 Références normatives .................................................................................................................................. 1

3 Termes et définitions ..................................................................................................................................... 1

4 Concepts du management de projet ......................................................................................................... 4

4.1 Aperçu général ................................................................................................................................................. 4

4.2 Projets, programmes et portefeuilles ...................................................................................................... 5

4.3 Environnement de l’organisme .................................................................................................................. 5

4.4 Environnement externe ................................................................................................................................ 6

4.5 Mise en œuvre de la stratégie...................................................................................................................... 6

4.6 Approche intégrée ........................................................................................................................................... 7

5 Famille de normes ........................................................................................................................................... 8

5.1 Aperçu général ................................................................................................................................................. 8

5.2 Présentation des normes .............................................................................................................................. 9

5.2.1 Normes principales ......................................................................................................................................... 9

5.2.2 Normes complémentaires et vocabulaire ............................................................................................ 10

5.3 Avantages de l’utilisation des normes principales ........................................................................... 10

5.3.1 Management de projets .............................................................................................................................. 10

5.3.2 Management de programmes .................................................................................................................. 10

5.3.3 Management de portefeuilles .................................................................................................................. 11

5.3.4 Gouvernance ................................................................................................................................................... 11

5.4 Facteurs propres à l’organisme à considérer pour la sélection .................................................. 12

Bibliographie ................................................................................................................................................................ 13

© ISO 2020 – Tous droits réservés iii
---------------------- Page: 3 ----------------------
ISO/DIS 21500:2020(F)
Avant-propos

L’ISO (Organisation internationale de normalisation) est une fédération mondiale d’organismes

nationaux de normalisation (comités membres de l’ISO). L’élaboration des Normes internationales est en

général confiée aux comités techniques de l’ISO. Chaque comité membre intéressé par une étude a le droit

de faire partie du comité technique créé à cet effet. Les organisations internationales, gouvernementales

et non gouvernementales, en liaison avec l’ISO participent également aux travaux. L’ISO collabore

étroitement avec la Commission électrotechnique internationale (IEC) en ce qui concerne la

normalisation électrotechnique.

Les procédures utilisées pour élaborer le présent document et celles destinées à sa mise à jour sont

décrites dans les Directives ISO/IEC, Partie 1. Il convient, en particulier de prendre note des différents

critères d’approbation requis pour les différents types de documents ISO. Le présent document a été

rédigé conformément aux règles de rédaction données dans les Directives ISO/IEC, Partie 2

(voir www.iso.org/directives).

À l’occasion de sa révision, la norme ISO 21500: 2012 « Recommandations sur le management de projet »

change sa référence en ISO 21502: 2021. La présente ISO 21500 concerne le contexte et les concepts du

management de projets, de programmes et de portefeuilles et de leur gouvernance.

L’attention est attirée sur le fait que certains des éléments du présent document peuvent faire l’objet de

droits de propriété intellectuelle ou de droits analogues. L’ISO ne saurait être tenue pour responsable de

ne pas avoir identifié de tels droits de propriété et averti de leur existence. Les détails concernant les

références aux droits de propriété intellectuelle ou autres droits analogues identifiés lors de l’élaboration

du document sont indiqués dans l’Introduction et/ou dans la liste des déclarations de brevets reçues par

l’ISO (voir www.iso.org/brevets).

Les appellations commerciales éventuellement mentionnées dans le présent document sont données

pour information, par souci de commodité, à l’intention des utilisateurs et ne sauraient constituer un

engagement.

Pour une explication de la nature volontaire des normes, la signification des termes et expressions

spécifiques de l’ISO liés à l’évaluation de la conformité, ou pour toute information au sujet de l’adhésion

de l’ISO aux principes de l’Organisation mondiale du commerce (OMC) concernant les obstacles

techniques au commerce (OTC), voir le lien suivant : www.iso.org/iso/fr/avant-propos.

Le présent document a été élaboré par le comité technique ISO/TC 258, Management de projets,

programmes et portefeuilles.
iv © ISO 2020 – Tous droits réservés
---------------------- Page: 4 ----------------------
ISO/DIS 21500:2020(F)
Introduction

Le présent document fournit des recommandations générales pour l’utilisation de la famille de normes

ISO 21500 et une vue d’ensemble du management de projets, programmes et portefeuilles, ainsi que de

la gouvernance associée à ces disciplines au sein d’un organisme.
Le public visé par le présent document comprend, sans toutefois s’y limiter :

⎯ les praticiens et les professionnels du management de projets, du management de programmes et du

management de portefeuilles ;

⎯ les cadres, la direction générale, les commanditaires et les autres instances dirigeantes qui

supervisent les projets, programmes et portefeuilles ;
⎯ les parties prenantes des projets, programmes et portefeuilles ;
⎯ les universités ;

⎯ les rédacteurs de normes nationales, de normes organisationnelles, de normes industrielles et de

politiques publiques ; et
⎯ les utilisateurs de toute norme de cette famille de normes.
© ISO 2020 – Tous droits réservés v
---------------------- Page: 5 ----------------------
PROJET DE NORME INTERNATIONALE ISO/DIS 21500:2020(F)
Management de projets, programmes et portefeuilles —
Contexte et concepts
1 Domaine d’application

La présente Norme internationale décrit le contexte organisationnel et les concepts sur lesquels repose

le management de projets, programmes et portefeuilles. Elle fournit également des recommandations aux

organismes pour adopter ou améliorer le management des projets, programmes et portefeuilles en

utilisant la famille de normes ISO 21500.

La présente Norme internationale peut être appliquée à la plupart des organismes, y compris les

organismes publics et privés, et son application ne dépend ni de la taille ni du type d’organisme. Elle peut

également être appliquée à tout projet, programme et portefeuille, quelle qu’en soit la complexité, la taille

ou la durée.

La famille de normes ISO 21500 fournit des recommandations supplémentaires pour le management de

projets, programmes et portefeuilles, ainsi que sur leur gouvernance.
2 Références normatives
Le présent document ne contient aucune référence normative.
3 Termes et définitions

Pour les besoins du présent document, les termes et définitions suivants s’appliquent.

L’ISO et l’IEC tiennent à jour des bases de données terminologiques destinées à être utilisées en

normalisation, consultables aux adresses suivantes :
⎯ ISO Online browsing platform : disponible à l’adresse http://www.iso.org/obp ;
⎯ IEC Electropedia : disponible à l’adresse http://www.electropedia.org/.
3.1
bénéfice
avantage, valeur ou autre effet positif créé
[SOURCE : ISO/TR 21506:2018, 3.6]
3.2
étude d’opportunité

justification documentée sur laquelle repose la prise de décision concernant l’engagement dans un

projet (3.16), un programme (3.11) ou un portefeuille (3.9)
[SOURCE : ISO/TR 21506:2018, 3.8]
© ISO 2020 – Tous droits réservés
---------------------- Page: 6 ----------------------
ISO/DIS 21500:2020(F)
3.3
livrable
élément unique et vérifiable dont la production est requise par un projet (3.16)
[SOURCE : ISO 21502:2021, 3.8]
3.4
gouvernance

principes, politiques et cadre permettant à un organisme d’être dirigé et contrôlé

[SOURCE : ISO/TR 21506:2018, 3.25]
3.5
instance dirigeante

personne, groupe ou entité assumant la responsabilité de la gouvernance d’un organisme, d’organismes

ou d’une partie d’un organisme
[SOURCE : ISO/TR 21506:2018, 3.26]
3.6
opportunité
situation à risque qui aurait un impact favorable
[SOURCE : ISO/TR 21506:2018, 3.36]
3.7
résultat

changement résultant de l’utilisation de l’élément de sortie (3.8) d’un projet (3.16)

[SOURCE : ISO 21502:2021, 3.10]
3.8
élément de sortie

livrables (3.3) matériels ou immatériels agrégés qui constituent l’aboutissement du projet (3.16)

[SOURCE : ISO 21502:2021, 3.11]
3.9
portefeuille

ensemble de composants de portefeuille (3.10) regroupés pour faciliter leur management afin d’atteindre

des objectifs stratégiques
[SOURCE : ISO/TR 21506:2018, 3.42]
3.10
composant de portefeuille
projet (3.16), programme (3.13), portefeuille (3.9) ou autres travaux connexes
[SOURCE : ISO/TR 21506:2018, 3.43]
3.11
management de portefeuille

activités coordonnées visant à piloter et maîtriser la réalisation des objectifs stratégiques

[SOURCE : ISO/TR 21506:2018, 3.45]
© ISO 2020 – Tous droits réservés
---------------------- Page: 7 ----------------------
ISO/DIS 21500:2020(F)
3.13
programme

groupe de composants de programme (3.14) gérés de manière coordonnée afin de réaliser des bénéfices

[SOURCE : ISO/TR 21506:2018, 3.50]
3.14
composant de programme
projet (3.16), programme (3.13) ou autres travaux connexes
[SOURCE : ISO/TR 21506:2018, 3.52]
3.15
management de programme

activités coordonnées visant à piloter et maîtriser la réalisation des bénéfices et des livrables (3.3)

identifiés
[SOURCE : ISO/TR 21506:2018, 3.54]
3.16
projet
effort temporaire destiné à atteindre un ou plusieurs objectifs définis
[SOURCE : ISO 21502:2021, 3.17]
3.17
management de projet

activités coordonnées visant à piloter et maîtriser la réalisation d’objectifs convenus

[SOURCE : ISO 21502:2021, 3.20]
3.19
commanditaire

personne responsable de l’obtention des ressources et des décisions exécutives pour permettre la

réussite
[SOURCE : ISO/TR 21506:2018, 3.78]
3.20
partie prenante

personne, groupe ou organisme qui a des intérêts ou qui peut avoir un impact, être affecté ou se percevoir

comme étant affecté par un aspect du projet (3.16), programme (3.13) ou portefeuille (3.9)

[SOURCE : ISO/TR 21506:2018, 3.79]
3.21
menace
situation à risque qui aurait un impact négatif
[SOURCE : ISO/TR 21506:2018, 3.83]
© ISO 2020 – Tous droits réservés
---------------------- Page: 8 ----------------------
ISO/DIS 21500:2020(F)
4 Concepts du management de projet
4.1 Aperçu général

Le présent article décrit le contexte général dans lequel s’inscrivent la gouvernance et le management de

projets, programmes et portefeuilles. En plus des opérations courantes, le management de projets,

programmes et portefeuilles fournit un cadre de management intégré permettant de créer de la valeur.

Les projets, programmes et portefeuilles existent dans l’environnement de l’organisme et l’organisme

existe au sein de l’environnement externe au sens large.

La Figure 1 montre que les opportunités et les menaces peuvent être identifiées au travers de la stratégie

et des objectifs de l’organisme. Les opportunités et les menaces peuvent être évaluées et davantage

développées dans les exigences et les études d’opportunité. Sur la base de ces études d’

...