3. What are the main tasks involved?

Define the types of projects and/or programs that are part of the portfolio and those that are not.

Decide on the evaluation criteria for projects and/or programs in the portfolio.

Determine internal portfolio priority levels, based on the objectives assigned to the portfolio by the organization.

Design the coordination structure, the various bodies that make it up, and the associated processes and tools.

Sizing the resources required for portfolio management.

Identify the risks and opportunities that the portfolio represents for each stakeholder.

Evaluate the change induced by the introduction of a portfolio (risks and opportunities) and the actions to be taken...