A gestão de portfólio e a sua influência nas decisões dos projetos

Detalhes bibliográficos
Ano de defesa: 2017
Autor(a) principal: Baptestone, Rolney Carlos lattes
Orientador(a): Rabechini Junior, Roque
Banca de defesa: Rabechini Junior, Roque, Garcez, Marcos Paixão, Maximiano, Antonio Cesar Amaru
Tipo de documento: Dissertação
Tipo de acesso: Acesso aberto
Idioma: por
Instituição de defesa: Universidade Nove de Julho
Programa de Pós-Graduação: Programa de Pós-Graduação em Gestão de Projetos
Departamento: Administração
País: Brasil
Palavras-chave em Português:
Palavras-chave em Inglês:
Área do conhecimento CNPq:
Link de acesso: http://bibliotecatede.uninove.br/handle/tede/1601
Resumo: Portfolio management has been an ally in the implementation of the strategy in organizations that use it, as they contribute to the maintenance and creation of new services and products that will guarantee the sustainable competitiveness of organizations. Through project portfolio management, the organization's priorities are identified, decisions on project investments are made, and resources are allocated. Among the main objectives of portfolio management is the strategic alignment of the projects with the organizational strategy, through decision making. From this premise the present dissertation aims to demonstrate how the portfolio management influences the decision making process in the projects of a financial organization. In order to reach this goal, the study began by means of bibliometric research on the subject of portfolio management and subsequent bibliographic research on the theme, decision making. The processes that make up project portfolio management and their relationships with decision making available in the literature were studied in depth, through the rationality of strategic decision making, political behavior and intuition in decision making and decision making effective. To enable the definition of constructs and formulation propositions. The methodological option chosen was a single case study, presented in a qualitative and descriptive way. The research was directed to 12 professionals from a financial organization (director, managers, specialists and senior analysts) that had more than a year contact with portfolio management and decision making. The interviews were semi structured, carried out with the support of an interview protocol and the script of questions previously elaborated based on the propositions. The collected data were treated and analyzed through the use of the qualitative data analysis technique through five phases of analysis and their interpretations. The results confirmed the relationship between "the use of the process of identifying projects in portfolio management to influence decision making", to add value to the business. It is also possible to demonstrate moderately that "the use of criteria for project selection influences the consequences of decision making", to assist in the strategic management of the organization. Emphasizing that the results of this research can`t be treated in a generalized way, due to the methodological procedure adopted, being able to assist other organizations in the analysis of the portfolio during the decision making process. The results obtained can be used in future studies related to portfolio management and decision making. Due to a lack of work in the direct relationship between portfolio management and decision-making literature, this makes the information of this research useful to the academy for future studies.
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spelling Rabechini Junior, RoqueRabechini Junior, RoqueGarcez, Marcos PaixãoMaximiano, Antonio Cesar Amaruhttp://lattes.cnpq.br/5009011248206297Baptestone, Rolney Carlos2017-04-18T14:20:39Z2017-02-16Baptestone, Rolney Carlos. A gestão de portfólio e a sua influência nas decisões dos projetos. 2017. 151 f. Dissertação( Programa de Mestrado Profissional em Administração - Gestão de Projetos) - Universidade Nove de Julho, São Paulo.http://bibliotecatede.uninove.br/handle/tede/1601Portfolio management has been an ally in the implementation of the strategy in organizations that use it, as they contribute to the maintenance and creation of new services and products that will guarantee the sustainable competitiveness of organizations. Through project portfolio management, the organization's priorities are identified, decisions on project investments are made, and resources are allocated. Among the main objectives of portfolio management is the strategic alignment of the projects with the organizational strategy, through decision making. From this premise the present dissertation aims to demonstrate how the portfolio management influences the decision making process in the projects of a financial organization. In order to reach this goal, the study began by means of bibliometric research on the subject of portfolio management and subsequent bibliographic research on the theme, decision making. The processes that make up project portfolio management and their relationships with decision making available in the literature were studied in depth, through the rationality of strategic decision making, political behavior and intuition in decision making and decision making effective. To enable the definition of constructs and formulation propositions. The methodological option chosen was a single case study, presented in a qualitative and descriptive way. The research was directed to 12 professionals from a financial organization (director, managers, specialists and senior analysts) that had more than a year contact with portfolio management and decision making. The interviews were semi structured, carried out with the support of an interview protocol and the script of questions previously elaborated based on the propositions. The collected data were treated and analyzed through the use of the qualitative data analysis technique through five phases of analysis and their interpretations. The results confirmed the relationship between "the use of the process of identifying projects in portfolio management to influence decision making", to add value to the business. It is also possible to demonstrate moderately that "the use of criteria for project selection influences the consequences of decision making", to assist in the strategic management of the organization. Emphasizing that the results of this research can`t be treated in a generalized way, due to the methodological procedure adopted, being able to assist other organizations in the analysis of the portfolio during the decision making process. The results obtained can be used in future studies related to portfolio management and decision making. Due to a lack of work in the direct relationship between portfolio management and decision-making literature, this makes the information of this research useful to the academy for future studies.A gestão de portfólio tem sido uma aliada na implementação da estratégia nas organizações que a utilizam, pois contribuem para manutenção e criação de novos serviços e produtos que irão garantir a competitividade sustentável das organizações. Por meio da gestão de portfólio de projetos, as prioridades da organização são identificadas, as decisões sobre os investimentos nos projetos são realizadas e os recursos são alocados. Entre os objetivos principais da gestão do portfólio está o alinhamento estratégico dos projetos à estratégia organizacional, através da tomada de decisão. A partir desta premissa a presente dissertação visa demonstrar como a gestão de portfólio influencia no processo de tomada de decisão nos projetos de uma organização financeira. Para atingir este objetivo, o estudo iniciou por meio de pesquisa bibliométrica acerca do tema gestão de portfólio e posterior pesquisa bibliográfica sobre o tema, tomada de decisão. Foram estudados em profundidade os processos que compõem a gestão de portfólio de projetos, e suas relações com a tomada de decisão disponível na literatura, através da racionalidade na tomada de decisões estratégicas, comportamento político e a intuição na tomada de decisão e a tomada de decisão eficaz. Para viabilizar a definição dos construtos e formulação das proposições. A opção metodológica escolhida foi um estudo de caso único, apresentado de forma qualitativo e descritivo. A pesquisa foi direcionada a 12 profissionais de uma organização financeira (diretor, gerentes, especialistas e analistas seniores) que tiveram contato, de mais de um ano, com a gestão de portfólio e a tomada de decisão. As entrevistas foram semiestruturadas, realizadas com o apoio de um protocolo de entrevista e o roteiro de questões previamente elaborado com base nas proposições. Os dados coletados foram tratados e analisados por meio da utilização da técnica de análise de dados qualitativos através de cinco fases de análise e suas interpretações. Os resultados confirmaram a relação entre “o uso do processo de identificação de projetos na gestão de portfólio para influenciar a tomada de decisão”, para agregar valor ao negócio. Pode-se também comprovar de forma moderada que “o uso de critérios para seleção de projetos influencia nas consequências da tomada de decisão”, para auxiliar na gestão estratégica da organização. Destacando que os resultados desta pesquisa não poderão ser tratados de forma generalizada, em razão do procedimento metodológico adotado, podendo auxiliar outras organizações na análise da carteira durante o processo de tomada de decisão. Os resultados obtidos poderão ser utilizados em estudos futuros relacionados à gestão de portfólio e tomada de decisão. Devido a uma carência de trabalhos na relação direta entre a gestão de portfólio e a literatura da tomada de decisão, o que torna as informações desta pesquisa úteis à academia para futuros estudos.Submitted by Nadir Basilio (nadirsb@uninove.br) on 2017-04-18T14:20:39Z No. of bitstreams: 1 Rolney Carlos Baptestone.pdf: 1962849 bytes, checksum: 935de837d5bc9609d6437d1e104470fd (MD5)Made available in DSpace on 2017-04-18T14:20:39Z (GMT). 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dc.title.por.fl_str_mv A gestão de portfólio e a sua influência nas decisões dos projetos
dc.title.alternative.eng.fl_str_mv The portfolio management and influence in projects of decisions
title A gestão de portfólio e a sua influência nas decisões dos projetos
spellingShingle A gestão de portfólio e a sua influência nas decisões dos projetos
Baptestone, Rolney Carlos
gestão de portfólio
gestão de projetos
tomada de decisão
portfolio management
project management
decision making
CIENCIAS SOCIAIS APLICADAS::ADMINISTRACAO
title_short A gestão de portfólio e a sua influência nas decisões dos projetos
title_full A gestão de portfólio e a sua influência nas decisões dos projetos
title_fullStr A gestão de portfólio e a sua influência nas decisões dos projetos
title_full_unstemmed A gestão de portfólio e a sua influência nas decisões dos projetos
title_sort A gestão de portfólio e a sua influência nas decisões dos projetos
author Baptestone, Rolney Carlos
author_facet Baptestone, Rolney Carlos
author_role author
dc.contributor.advisor1.fl_str_mv Rabechini Junior, Roque
dc.contributor.referee1.fl_str_mv Rabechini Junior, Roque
dc.contributor.referee2.fl_str_mv Garcez, Marcos Paixão
dc.contributor.referee3.fl_str_mv Maximiano, Antonio Cesar Amaru
dc.contributor.authorLattes.fl_str_mv http://lattes.cnpq.br/5009011248206297
dc.contributor.author.fl_str_mv Baptestone, Rolney Carlos
contributor_str_mv Rabechini Junior, Roque
Rabechini Junior, Roque
Garcez, Marcos Paixão
Maximiano, Antonio Cesar Amaru
dc.subject.por.fl_str_mv gestão de portfólio
gestão de projetos
tomada de decisão
topic gestão de portfólio
gestão de projetos
tomada de decisão
portfolio management
project management
decision making
CIENCIAS SOCIAIS APLICADAS::ADMINISTRACAO
dc.subject.eng.fl_str_mv portfolio management
project management
decision making
dc.subject.cnpq.fl_str_mv CIENCIAS SOCIAIS APLICADAS::ADMINISTRACAO
description Portfolio management has been an ally in the implementation of the strategy in organizations that use it, as they contribute to the maintenance and creation of new services and products that will guarantee the sustainable competitiveness of organizations. Through project portfolio management, the organization's priorities are identified, decisions on project investments are made, and resources are allocated. Among the main objectives of portfolio management is the strategic alignment of the projects with the organizational strategy, through decision making. From this premise the present dissertation aims to demonstrate how the portfolio management influences the decision making process in the projects of a financial organization. In order to reach this goal, the study began by means of bibliometric research on the subject of portfolio management and subsequent bibliographic research on the theme, decision making. The processes that make up project portfolio management and their relationships with decision making available in the literature were studied in depth, through the rationality of strategic decision making, political behavior and intuition in decision making and decision making effective. To enable the definition of constructs and formulation propositions. The methodological option chosen was a single case study, presented in a qualitative and descriptive way. The research was directed to 12 professionals from a financial organization (director, managers, specialists and senior analysts) that had more than a year contact with portfolio management and decision making. The interviews were semi structured, carried out with the support of an interview protocol and the script of questions previously elaborated based on the propositions. The collected data were treated and analyzed through the use of the qualitative data analysis technique through five phases of analysis and their interpretations. The results confirmed the relationship between "the use of the process of identifying projects in portfolio management to influence decision making", to add value to the business. It is also possible to demonstrate moderately that "the use of criteria for project selection influences the consequences of decision making", to assist in the strategic management of the organization. Emphasizing that the results of this research can`t be treated in a generalized way, due to the methodological procedure adopted, being able to assist other organizations in the analysis of the portfolio during the decision making process. The results obtained can be used in future studies related to portfolio management and decision making. Due to a lack of work in the direct relationship between portfolio management and decision-making literature, this makes the information of this research useful to the academy for future studies.
publishDate 2017
dc.date.accessioned.fl_str_mv 2017-04-18T14:20:39Z
dc.date.issued.fl_str_mv 2017-02-16
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dc.identifier.citation.fl_str_mv Baptestone, Rolney Carlos. A gestão de portfólio e a sua influência nas decisões dos projetos. 2017. 151 f. Dissertação( Programa de Mestrado Profissional em Administração - Gestão de Projetos) - Universidade Nove de Julho, São Paulo.
dc.identifier.uri.fl_str_mv http://bibliotecatede.uninove.br/handle/tede/1601
identifier_str_mv Baptestone, Rolney Carlos. A gestão de portfólio e a sua influência nas decisões dos projetos. 2017. 151 f. Dissertação( Programa de Mestrado Profissional em Administração - Gestão de Projetos) - Universidade Nove de Julho, São Paulo.
url http://bibliotecatede.uninove.br/handle/tede/1601
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dc.publisher.none.fl_str_mv Universidade Nove de Julho
dc.publisher.program.fl_str_mv Programa de Pós-Graduação em Gestão de Projetos
dc.publisher.initials.fl_str_mv UNINOVE
dc.publisher.country.fl_str_mv Brasil
dc.publisher.department.fl_str_mv Administração
publisher.none.fl_str_mv Universidade Nove de Julho
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