Portfolio Management

Weekly Status

Weekly reports that summarize the progress on the Portfolio should be created and presented by the Portfolio Manager to the business owners.

Portfolio Status reports should be consolidated and presented at the Business Executive Level.

Quarterly Strategy

Strategy meetings should be held between the Portfolio Managers and the business owners on a quarterly basis to ensure that the business needs for the organization are being met by the various portfolios. The purpose of these meetings is to adjust the prioritization of Themes at the Portfolio and Project Level.