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8. Authorize Portfolio
Portfolio 5. Develop Portfolio Management
Governance (5) 7. Optimize Portfolio
Plan
6. Define Portfolio 9. Provide Portfolio Oversight
Portfolio Communication
13. Develop Portfolio 14. Manage Portfolio
Management (2)
Communication Management Plan Information
Portfolio Risk
15. Develop Portfolio Risk
Management (2) 16. Manage Portfolio Risks
Management Plan
2. Develop Portfolio During the Develop Portfolio Charter process, the portfolio charter is 1. Portfolio Strategic 1. Scenario Analysis 1. Portfolio
Charter created and the portfolio structure is defined. The portfolio charter is Plan 2. Capability & Strategic Plan
produced through this process to authorize the portfolio manager to apply 2. Portfolio Process Capacity Analysis Updates
portfolio resources to portfolio components and to execute the portfolio Assets 2. Portfolio
management processes. The structure is developed based on strategies and 3. Enterprise Charter
priorities, and portfolio components are grouped to facilitate effective Environmental 3. Portfolio Process
management. The structure identifies the portfolio, subportfolios, programs, Factors Assets Updates
and projects based on organization areas included, hierarchies, timelines, and
goals for each program, project, and operation to align with the portfolio
strategic plan. Once the structure is defined, updates will be needed to the
strategic management plan and portfolio process assets to ensure goals and
standards alignment.
3. Define Portfolio Portfolio roadmaps are an output of high-level portfolio planning that 1. Portfolio Strategic 1. Interdependency 1. Portfolio
Roadmap graphically depicts all portfolio elements needed to achieve organizational Plan Analysis Roadmap
strategy and objectives. The roadmap provides a high level plan which should 2. Portfolio Charter 2. Cost Benefit
then be used for identifying both internal and external dependencies. The 3. Portfolio Analysis
portfolio roadmaps may contain both program level and project level 3. Prioritization
roadmaps included in the scope of the portfolio. Roadmaps may not provide Analysis
details of all identified portfolio components at the onset, however, they may
be used to build details later.
organized portfolio for ongoing evaluation, selection, and prioritization. This 3. Portfolio 2. Portfolio Roadmap
process ensures resources are or will be working on portfolio components 4. Portfolio Roadmap Component Updates
that will provide the most significant value for the investment and are most 5. Portfolio Categorization 3. Portfolio
strongly aligned to the organizational strategy and objectives Management Plan Techniques Management Plan
Key activities within this process include: 6. Portfolio Process 3. Weighted Ranking Updates
§ Identifying qualified portfolio components through the evaluation and Assets and Scoring
assignment of key descriptors, Techniques
§ Categorizing portfolio components to which a common set of decision
filters and criteria may be applied, and
§ Evaluating portfolio components with a ranking and scoring model
comprising weighted key criteria
9. Provide Portfolio The purpose of the Provide Portfolio Oversight process is to monitor the 1. Portfolio 1. Portfolio Review 1. Portfolio
Oversight portfolio to ensure alignment with organizational strategy and objectives and 2. Portfolio Roadmap Meetings Updates
make governance decisions in response to: 3. Portfolio 2. Elicitation 2. Portfolio
§ Portfolio performance; Management Plan Techniques Management Plan
§ Portfolio component proposals and changes; 4. Portfolio Reports Updates
§ Availability of resource (human, technology, and other assets) capability 5. Portfolio Process 3. Portfolio
and capacity; Assets Reports
§ Funding allocations and future investment requirements; and 4. Portfolio Process
§ Risks and issues. Assets Updates
12. Manage Portfolio value for an organization can be expressed in multiple ways, 1. Portfolio Roadmap 1. Elicitation 1. Portfolio
Portfolio Value including by revenue growth, increased operating margins, employee or 2. Portfolio Techniques Management Plan
customer satisfaction, contribution to the community, enhancement or Management Plan 2. Value Scoring and Updates
protection of reputation and branding, and protection of environmental 3. Portfolio Reports Measurement 2. Portfolio
resources. Portfolio value is defined as the aggregate value delivered by the Analysis Reports
portfolio components, and the goal is to deliver the maximum value possible 3. Benefits Realization 3. Portfolio Process
aligned with strategic objectives and with an acceptable level of risk based on Analysis Assets Updates
the risk tolerance of the organization.