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Governance
Portfolio Reporting
Center of Excellence
Fun With Finance
Potpourri
100
The committee that approves PCRs and BCs.
What is the Enterprise Project Governance Committee (EPGC)
100
The monthly deck that conveys the health and status of key projects in the enterprise portfolio.
What is the Executive Watch List (EWL)?
100
What the "E" in EPMO stands for.
What is Enterprise?
100
A monthly posting of costs spent on a project.
What are actuals?
100
A logical collection of projects that support a common function or goal.
What is a program?
200
The voting members of the EPGC.
Who are Amy Akashi, Roger Leone, and Kamran Husein.
200
The single official source of records of approved project budgets for the committee portfolio.
What is Approved Projects List?
200
Vehicle to obtain approval for changes to project scope, schedule, or budget.
What is a Project Change Request (PCR)?
200
A monthly financial projection that is overly optimistic rather than realistic.
What is bad forecasting?
200
The collection of Fraud, Sanctions, and BSA/AML projects.
What is Financial Intelligence Unit (FIU) program?
300
It is held on the first Wednesday of every month.
What is the monthly EPGC meeting?
300
The single official source of record of committee project budget variances.
What is Monthly Variance Report?
300
SVB's project management methodology
What is the Enterprise Initiative Framework (EIF)?
300
The official tool to enter project budget forecasts on a monthly basis.
What is Planview?
300
The country in which SVB is opening a lending-only branch in March of 2018.
What is Canada?
400
The advisory groups that review project change requests prior to their submission to the EPGC?
What are the Client Experience Group (CEG) and the Infrastructure, Operations, and Servicing Group (IOSG)?
400
The two ways budgets are expressed (hint - they reflect two different accounting treatments).
What is Cash & GAAP?
400
The tool used for project information including status, schedule, and financials.
What is Planview?
400
What you must do if you have a cost variance on your project that is >5% or $50K whichever is smaller.
What is submit a PCR?
400
The new regulatory requirements SVB must meet after crossing the $50B threshold.
What is Comprehensive Capital Analysis & Review (CCAR)?
500
$72.5 million in 2016
What is the total approved committee project budget in cash.
500
Projects with a > $500K cash budget, projects in red, or by special request from the Steering Committee.
What is criteria for projects reported on the Executive Watch List (EWL)?
500
The color status for projects with a > 10% over-run of scope, schedule, or budget.
What is Red?
500
A performance measure used to evaluate the efficiency of an investment.
What is Return on Investment (ROI)?
500
The monthly report distributed to the Steering Committee and the Board to communicate the performance of the functions within Global Services.
What is the Chief Operations Officer (COO) Dashboard?