Taxes

ComponentsLevels | Portfolio Governance | Project Opportunity Assessment | Project Prioritization and Selection | Portfolio & Project Communication Management | Portfolio Performance Management | Portfolio Resource Management | Level 5 Optimized Process | 0% | 0% | 0% | 0% | 0% | 0% | Level 4Management Process | 25% | 10%Yes: Partial bullet 3 | 50%No: bullets 5, 7, 8, 9, 11, 12 | 25%No: bullets 1, 2, 4 | 0% | 0% | Level 3Organizational Standards and Institutionalized Process | 100% | 57%No: bullets 2, 3, 7 | 93%Partial mis- alignment with local and state funding | 60%No: bullets 3, 4 | 75%No: bullets 4, 8 | 0% | Level 2Structured Processes and Standards | 90%Lacks specific process guide for review boards | 80%Lacks charter form | 100% | 100% | 88.5%No: bullet 8 | 100% | Level 1 Initial Process | Beyond | Beyond | Beyond | Beyond | Beyond | Beyond | Summary Score*by Dimension | 315 | 247 | 343 | 285 | 264 | 200 |

Title: Hearth Connections
Richard Hooks Wayman, Executive Director
Interviewed: October 10, 2011 in his office by Gary Jurek

Data Collection Summary: * Length of Pennypacker Portfolio Management Maturity Model Assessment: Approximately 60 minutes * Interview read to Rich to shorten process and assist in clarification * Data summary and report development: Approximately 2.0 hours

Data Summary:
Summary Score Average across Dimensions was 276 (High Level 2 Maturity Level). Two Dimensions had response set in Level 3+ Range.

Highest Dimension Scores: Project Prioritization and Selection (343) and Portfolio Governance (315)
Mid-Range Dimension Scores: Portfolio and Project Communication (285), Portfolio Performance Management (264), and Project Opportunity Assessment (247)
Low Range Dimension Scores: Portfolio Resource Management (200)

Recommendation(s) to Strengthen Organizational Portfolio Management by Dimension and Dimension Level:

Portfolio Governance
Dimension Summary Score