Interview scorecard template

IT Portfolio Manager interview scorecard

Pre-screening scorecard for IT Portfolio Manager candidates.

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leadership strategybenefits realisationcapex planningportfolio governancestage gate
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Record of outcomes

35% weight

Probe the portfolios they governed: annual spend, number of programmes, and outcomes such as retired legacy apps, benefits realised post go-live, or demand backlog cleared.

Evidence to listen for

  • Names organisations, budgets, and headcount they were actually accountable for
  • Gives outcomes with numbers, not initiatives with adjectives
  • Separates what they drove from what the market or a predecessor did
  • Can describe something they owned that failed

Five-point scoring guide

1
Poor

Titles and initiatives only; no accountable outcomes.

2
Needs Improvement

Claims results the organisation would have had anyway; no scope clarity.

3
Satisfactory

Real accountability with some numbers; attribution occasionally generous.

4
Very Good

Clear scope and measured outcomes, including an honest failure.

5
Excellent

Names portfolio size in spend and programme count, and cites realised benefits or decommissioning results verified after delivery, not at approval.

02
Evaluation factor

Strategic judgement

25% weight

Test how they prioritise competing investments: scoring models, capacity versus demand analysis, stage-gate or investment committee criteria, and which projects they recommended killing.

Evidence to listen for

  • Explains a decision where the options were genuinely close and the information incomplete
  • Can say what they chose not to do and why
  • Distinguishes a bet from a certainty
  • Changes course on evidence rather than defending a position past its life

Five-point scoring guide

1
Poor

Frameworks and slogans; no real decision they can walk through.

2
Needs Improvement

Describes decisions made elsewhere; cannot state the trade-off.

3
Satisfactory

Sound judgement on familiar decisions; less tested on ambiguous ones.

4
Very Good

Walks a genuinely close call, states what they gave up, and changed course on evidence.

5
Excellent

Describes a defensible scoring or capacity model and a specific project they stopped or deferred, with the reasoning and downstream effect.

03
Evaluation factor

Building and leading teams

25% weight

Assess how they lead programme and project managers: PMO staffing, coaching on schedule quality, RAID discipline, and handling a delivery lead who kept missing gate reviews.

Evidence to listen for

  • Has hired, developed, and where necessary removed people
  • Names someone who grew under them and what they did to cause it
  • Handles an underperformer directly rather than waiting it out
  • Builds a team that functions when they are not in the room

Five-point scoring guide

1
Poor

No real people leadership; avoids difficult personnel decisions.

2
Needs Improvement

Managed a team but cannot describe developing or exiting anyone.

3
Satisfactory

Competent manager; development is informal.

4
Very Good

Demonstrable record of growing people and handling underperformance directly.

5
Excellent

Gives concrete examples of raising PM capability, including how they intervened on a failing programme without taking over delivery themselves.

04
Evaluation factor

Influence across the business

15% weight

Look for influence over CIO, finance, and business unit heads: budget reforecasts, roadmap negotiation, and how they used tools like ServiceNow SPM, Clarity, or Planview to make trade-offs visible.

Evidence to listen for

  • Wins support from peers and boards without positional authority
  • Translates their function into terms the rest of the business cares about
  • Delivers unwelcome news early
  • Manages up without either capitulating or stonewalling

Five-point scoring guide

1
Poor

Relies entirely on authority; conceals bad news.

2
Needs Improvement

Struggles to influence peers; communicates in function-specific jargon.

3
Satisfactory

Works adequately with peers and leadership.

4
Very Good

Persuades peers and boards on merit and delivers bad news early.

5
Excellent

Shows they changed a funding or sequencing decision using portfolio data, and names the forum and stakeholders they had to convince.

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