Practical sheet | REF: FIC1506 V1

The project portfolio, a permanent structure for optimizing the management of an organization's projects

Author: Martine MINY

Publication date: July 10, 2015 | Lire en français

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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...

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