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.
Overview
Steps
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
Tasks
How to Set Up for Success
Step 3 of 5: Prepare Session Logistics
Tasks
How to Set Up for Success
Step 4 of 5: Conduct the Review Session
Tasks
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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