Portfolio Management

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Portfolio Management

• Dr Sabah Attar

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Background

• Rapidly growing portfolio
• Need to define processes for Portfolio management
• Need to develop tools for Portfolio management

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Post Adoption Processes
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Processes involved with ongoing support
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Development of tools to manage portfolio

• Spreadsheets to track accrual
• Study management system SMS

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Accrual Monitoring Spreadsheet
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Accrual Chart Per study
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Accrual Chart
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Portfolio Review Cart generated from accrual
spreadsheet and R007
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Current performance of MCRN publically funded
studies- Jan 09
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Challenges

• Minimise duplication of effort NIHR CRN CC,
  MCRN CC, MCRN LRNs and CLRNs
• Integrate and use data that is already in the
  NIHR Portfolio
• Development of MCRN SMS - communication between
  LRNs and CC