论文以项目组合配置阶段界定为研究出发点，在分析项目组合配置多阶段过渡耦合模式的基础上，提出了以阶段内所有拟配置组件战略属性承载值加权和度量阶段内项目组合配置战略贴近度、紧前阶段释放对象有效利用率反映阶段过渡耦合度的分析方法，构建了基于阶段耦合的项目组合配置战略贴近度模型，并通过企业实践，对模型的可操作性进行了验证。
Numerous researches on the relationships between the Project Portfolio Allocation (PPA) and Corporate Strategy have been proposed Many methods have been provided to ensure the PPA hosting corporate strategic goals and the PPA is brought into correspondence with corporate strategy. However, the implementation phase of the PPA has been ignored. This causes that the influence of transform between two different phases on hosting corporate strategic goals cannot be reflected quantitatively. Additionally, it cannot provide an analysis basis for measuring the close degree between corporate strategy and the PPA which takes the coupling effect of the multiphase into account. In order to solve this problem, realize the PPA phase and corporate strategy upgrade synchronously, a model is proposed to define the phase of the PPA based on the analysis of multi-phase transition coupling, then two analytical methods based on this model have been put forward. The carrying value of strategy is made use of for all proposed components of project portfolio allocation measuring the close degree between strategy and project portfolio allocation in a phase and the effective utilization rate of objects released in tight before phase reflecting the phase transition coupling degree. Then a model for measuring the close degree between the PPA and corporate strategy based on phase coupling is constructed, providing a decision making basis for multistage coupling management of the PPA under the strategic orientation. Finally, the effectiveness and feasibility of the proposed model is demonstrated and validated by a state-owned enterprise project portfolio configuration data. The results of this case show this model can measure the close degree between strategy and the PPA which takes the coupling effect of the multiphase into account between different phases effectively. In addition, the measurement can be used as a standard to help enterprise managers make the correct decision for the PPA.
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