Gartner Research

Ignition Guide to Conducting Portfolio Review Discussions

Published: 04 October 2017

ID: G00363688

Analyst(s): PMO Research Team


This guide will help you conduct effective portfolio review discussions. Use our guidance and implementable tools to conduct unbiased, business-focused discussions, and to steward initiative approval, prioritization, and continuation decisions.

Table Of Contents



Step 1 of 5: Plan for Conducting the Portfolio Review Session

Project Objectives

Roles and Responsibilities

Before You Start

Common Pitfalls and Keys to Success

Step 2 of 5: Prepare Information and Recommendations to Enable Portfolio Decisions


How to Set Up for Success

Step 3 of 5: Prepare Session Logistics


How to Set Up for Success

Step 4 of 5: Conduct the Review Session


How to Set Up for Success

Step 5 of 5: Monitor the Effectiveness of the Proposed Portfolio

Review Your Performance

Key to Continued Success

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