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This paper aims to describe the development and test of such a design method to achieve alignment, which utilises the preference-based accommodation strategy (PAS) design procedure. One of the long-standing issues in the field of corporate real estate management is the alignment of an organisation’s real estate to its corporate strategy. A classification of alignment models shows that no model yet exists that is able to design a real estate portfolio and makes use of scales for direct measurement of added value/preference, and allows the aggregation of individual ratings into an overall performance rating.

To perform the steps in the PAS design procedure, a mathematical model is designed and tested according to formal design principles. The PAS design procedure is iteratively repeated with the participants in a series of interviews and workshops. In the interviews, the participants determine their preferences and constraints as prescribed in the procedure; in the workshops, they design alternative portfolios using the mathematical model. The objective of the research is to formulate, test and evaluate if participants are able to perform the PAS design procedure.

A methodology is developed for designing a real estate strategy that uses explicit scales for measuring value/preference and enables aggregating individual preference ratings into an overall rating taking into account both quantitative and qualitative portfolio properties. The tests of this design method with the participants reveal that by completing the steps in the PAS design procedure, users are able to determine their preferences accordingly. They were also able to design an alternative portfolio with a higher overall preference score than the current real estate portfolio. In addition, the design method is evaluated positively by the participants based on their experiences, the attractiveness of the method and perception of effectiveness of the method.

The positive results suggest that designing a strategy by using the PAS design procedure is a suitable approach to alignment.

The PAS design procedure enables corporate real estate (CRE) managers to determine the added value of a real estate strategy. Because the PAS design method is generic, it can be used for a wide range of real estate portfolios.

The first CRE alignment model uses stakeholders preferences to design a more optimal real estate strategy.

To appreciate the distance the National Board for Professional Teaching Standards (NBPTS) certification program has come, and the speed with which it has traveled that distance, a glance at its first decade from the perspective of assessment development is essential. The particulars of the history of the NBPTS's assessment strategies and designs have determined in many ways the current assessment architecture: the evolution of the assessment's design reveals the growth in our knowledge of innovative assessment strategies and formats and their uses. In this chapter, I will briefly summarize the history of the NBPTS assessment program, then describe and analyze the earliest assessment designs, some intermediate approaches, and then the current iteration (commonly referred to as the next generation certificates). I will finally detail the current assessment architecture, connecting that architecture to both the history and the lessons learned from the initial assessments.

The paper aims to explore “Portfolio work”, an emerging form of flexible self‐employment, which has been identified as significant but under‐researched. This paper also seeks to explore the challenges and benefits of portfolio work from the perspective of individuals' experiences.

The argument draws from a qualitative study involving 31 individuals practising portfolio work in two different occupational groups: nurses and adult educators. Participants were interviewed in semi‐structured in‐depth conversational interviews to explore their everyday experience and work history in portfolio work.

Two dimensions of portfolio work, work design and client‐relations, are found to generate experiences of both deep satisfaction and deep anxiety and stress. The paper argues that portfolio careers simultaneously embed both liberating and exploitative at dimensions for workers, which are at least partly related to their own conflicting desires for both contingency and stability. Further, portfolio work embeds labour that often remains unrecognized, even by the self‐employed individuals assuming responsibility for it.

Portfolio workers need to recognise and document their unpaid but necessary labour in work design and client relations that sustains their careers; portfolio workers may need to educate clients about the nature of portfolio work; and employers who contract to portfolio workers must take more responsibility for negotiating fair contracts that are sensitive to overwork and unfair time pressures, and that anticipate and compensate contractors.

These findings challenge existing conceptions of portfolio work as either exploitative or liberating, and expose contradictions embedded in both the conditions of the work and individuals' expectations and attitudes towards it.

This article describes the origin, design, and implementation of the Haworth College of Business Electronic Portfolio Project, a curricular innovation that is one of the key components of the college’s newly revised and reaccredited undergraduate business program. Included in the article is a description of the portfolio process, its creation, and initial implementation, including implementation challenges and issues. Throughout the discussion, goals and the challenge of meeting them are examined, and suggestions for continuous improvement are explored. The article offers key issues to consider before adopting a portfolio process on a large scale.

This paper aims to describe a qualitative study of a four‐year, state‐wide portfolio evaluation system for new principals. The State of Ohio (USA) was one of five states that participated in a field test of the Portfolio Assessment for School Leaders designed by the Interstate School Leaders Licensure Consortium (ISLLC) and the Educational Testing Service (ETS).

The central research question was: Does the Portfolio Assessment for School Leaders process benefit or burden the practice of school leaders? The participants were a subset of the 70 principals who completed the portfolio in Ohio between September 1999 and January 2002. The data included focus group interviews, phone interviews, surveys, and the principals' completed portfolios.

From analysis of the data three levels of benefits from level 1 are desribed, where the portfolio was seen primarily as extra work and had little benefit for the leadership in the principals' schools, to level 3, where there was a reciprocal benefit between the portfolio process and the principals' growth and developed as leaders.

This study was limited to one state in the USA, a particular portfolio system, and data were collected from only a subset of principals who completed their portfolios (26 out of 70).

The results of this research indicated that the portfolio work was seen as professional development by principals only if it was contextualized in a larger supportive social network of professional practice. It was the use of the portfolio to promote professional development that allowed the portfolio to be a learning tool, and not just a tool of policy compliance.

This research adds to the literature on professional development for principals by providing evidence that portfolios can be used with novice principals to support their development as leaders in their schools. It also indicates the kinds of social and professional support necessary to make this work.

This paper aims to examine how various academic disciplines shape the field of event portfolio management. Given the complex nature of portfolios comprising different genres that are studied separately from their respective disciplinary realms, the academic event portfolio landscape remains fragmented. This is against the nature of portfolios, which requires inter-disciplinarity and novel integration of genres, stakeholders and perspectives.

Based on a scoping literature review, this conceptual paper sets up a common ground for the academic study and industrial development of event portfolio management.

A comprehensive view of event portfolio literature across disciplines reveals its hypostasis as a compound transdisciplinary field. The authors suggest a set of foundational premises whereby they identify 22 principal thematic areas that comprise this emerging field.

The establishment of event portfolio management as a distinct field will help in the osmosis and diffusion of new ideas, models and best practices to run and leverage portfolios. The portfolio perspective highlights the need for cohesive learning to design comprehensive systems of events, implement joint strategies, solidify social networks, coordinate multiple stakeholders and develop methods of holistic evaluation.

By examining comprehensively event portfolio management as a transdisciplinary field, the authors have been able to identify principal research directions and priorities. This comprehensive analysis provides a synergistic ground, which at this embryonic stage of development, can be used to set out joint trajectories and reciprocal foci across the whole span of scholarship studying planned series of events.

One of the long-standing issues in the field of corporate real estate management is the alignment of an organisation’s real estate to its corporate strategy. To date, 14 models for corporate real estate (CRE) alignment have been made, as well as four comparative studies about CRE alignment. Some of the CRE alignment models indicate that they strive for maximum or optimum added value. However, because most models take a so-called procedural rationality approach, where the focus is not on the content of the decision but on the way that the decision is made, “how a CRE manager can select an (optimum) alternative” stays a black box. The purpose of this paper is to open the black box and offer a Preference-based Accommodation Strategy (PAS) design procedure that enables CRE managers to design a real estate portfolio, makes use of scales for direct measurement of added value/preference, and allows the aggregation of individual ratings into an overall performance rating. This procedure can be used as add-on to existing alignment models.

The objective of this paper is to test if participants are able to successfully perform the PAS procedure in practice. The PAS procedure is in essence a design methodology that aims to solve strategic portfolio design/decision-making problems. In accordance with problem-solving methodology, mathematical models are made for two pilot studies at the Delft University of Technology. This paper describes a second test of the proposed procedure for designing a real estate strategy. The application of real estate strategy design methods in practice is very context-dependent. Applying the PAS procedure to multiple context-dependent cases yields more valuable results than just applying it to one case.

The PAS design procedure enables CRE managers to select the (optimal) solution and thereby enhances CRE decision-making. The pilot study results reveal that, by completing the steps in the PAS procedure, the participants are able to express their preferences accordingly. They designed an alternative portfolio with substantially more added value, i.e. a higher overall preference score, than their current real estate portfolio. In addition, they evaluated the design method positively.

The positive results suggest that designing a strategy by using the PAS design procedure is a suitable approach to alignment.

The PAS design procedure enables CRE managers to determine the added value of a real estate strategy and quickly and iteratively design many alternatives. Moreover, the PAS design method is generic, it can be used for a wide range of real estate portfolio types.

The PAS procedure is original because it considers CRE alignment as a combined design and decision problem. The use of operational design and problem-solving methodologies along with an iterative procedure, instead of empirical/statistical methods and procedures, is a novel approach to CRE alignment. The PAS procedure is tested in a second pilot study to provide an assessment of the methodology through the study by testing it under different conditions to the first study. The novelty of this pilot is also that it allowed testing the procedure in its purest form, as the problem structure did not require the additional use of linear programming.

This paper aims to propose a dynamic and holistic framework that combines the brand portfolio audit with the brand architecture redesign.

Depicting from an extensive review on the frameworks of brand audit and brand architecture, a dynamic approach to brand portfolio audit and brand architecture strategy was developed, and later applied and tested in three B2B and B2C companies.

The paper suggests an eight-step framework to guide practitioners when auditing a specific brand portfolio and designing a revised brand architecture strategy. Additionally, a Brand Audit Scorecard was developed to enable and sustain brand portfolio audits, divided into three dimensions (brand equity, brand contribution and strategic options).

Further research should aim at testing the proposed framework in different types of companies and countries.

This paper contributes to the brand audit and brand architecture literature by proposing a holistic framework that is not static.

The purpose of this study is to describe the success story of a software company, Adobe, in redesigning the workplace environment from cubicles to a connected collaborative workplace, which helped the organization optimize workplace usage. The goals were to design an innovative work environment to optimize the usage of the office portfolio, improve workplace service quality and infrastructure facilities of the portfolio, increase employee productivity, reduce technology costs, engage employees in a better way to enhance employee satisfaction, align workplace design with the brand, mobilize technology and enable a globalized workforce to facilitate higher productivity.

An exploratory research design method was adopted using the purposive sampling technique to collect data through semi-structured interviews with a team of nine property professionals from the operations team responsible for workspace redesign at Adobe in India.

The main observations of the corporate real estate (CRE) manager were on what value parameters drive workplace redesign and how different software companies were creating strategies to manage workplace design or redesign change for optimal use of the organization portfolio. To discuss the CRE strategies of global software leaders, IBM and SAP were pointed out in this case.

The number of interviews were limited. The related parameters for workplace transformation are not necessarily complete. However, the parameters are regarded to include the most important aspects of workplace redesign.

This study provides useful insights into how benchmarking in the workplace transformation function of the CRE industry can be applied to address portfolio-related challenges, divergent employee needs and improve workspace usability following energy-efficient policies. Practitioners can use this study as a guide to develop more effective workspace designs.

This study may guide other firms on successful workspace design initiatives that may overcome many obstacles in the workplace transformation process to have their intended impact on workplace efficiency and employee satisfaction. The case can be used as an inspiration for developing specific user-focused innovative workspace design in practice.

Adopting the theoretical background of the person–environment fit theory, this study adds to the understanding of the operational model of a digitally connected workspace designed as per real estate needs and strategies to manage the CRE portfolio of the company.

Scenario planning has significant applications in the field of strategic management and facilitating decision making under uncertainty, and hence this study aims to integrate scenario planning and the preference ranking organisation method for enrichment evaluations (PROMETHEE) method to propose a new methodology to design a portfolio.

The methodology has been designed in two stages, the first of which identifies the investment environment in Iran and defines possible scenarios for the future based upon the opinion of experts and uncertainties established in the identified environment. In the second stage, the views of experts are elicited on business area performance within each scenario. The business areas are subsequently ranked based on their final performance scores in each scenario area using the PROMETHEE method. Through use of a linear programming model, the percentage of investment in each business area is then determined according to the net flow of the area (i.e. the priority of a certain area relative to others).

The portfolio design in an Iranian investment company has been considered as a case study. The building industry and cement industry have been selected as preferable strategic business areas based on hypothetical scenarios for investment environment in Iran over five years (2008‐2012) and the strategies of the investment company.

The integration of scenario planning and multi‐criteria decision analysis (MCDA) holds great potential for strategic decision support due to the complementary nature of these two approaches. In this article, the authors provide a methodology to apply scenario planning alongside other MCDA methods to portfolio design, focusing on an innovative use of the PROMETHEE method with scenario planning.