Portfolio Reports

The Standard for Portfolio Management Resource Resource

Process group
Risk Resource Standard documents
3rd Edition (PMI) utilization
Capacity Trend Performance
variance
capability and
capacity
Status
Enterprise / Organization

Portfolio documentation

Perfor- Components Risks and Value/ Funding/ Portfolio reports

mance authorizations Resources issues Benefits financial
Knowledge Areas
Portfolio Strategic
Management
Portfolio Strategic
Management
Portfolio Governance
Enterprise /
Organization Defining Process Management
Portfolio Communication
Organizational Group Management
strategy and Portfolio Risk
objective 4.1 Management
Develop
Portfolio
Organizational PORTMAN
Strategic
Risk
tolerance
Plan Author: Henny Portman
April’2013
PM O
Portfolio CONSULTANCY
documenation
Organizational
communication 4.2
Strategy Develop
Inventory
of work
Authorizing and Aligning
Portfolio
Charter Controlling Process
Organizational
Performance Process Group Group
strategy Portfolio
process
4.3 4.4
assets 5.4
Enterprise Define Manage
Authorize
environmental Portfolio Strategic
Portfolio
factors Roadmap Change
Portfolio
Strategic
Organizational Plan
process assets 5.5
5.1 5.3
Provide
Develop Optimize
Portfolio
Portfolio Portfolio
Portfolio Oversight
Mgt. Plan

Portfolio 6.2
5.2 Manage
Charter
Define Supply and
Portfolio Demand
Portfolio
Roadmap

6.1 6.3
Develop Manage
Portfolio Portfolio Portfolio
Performance Mgt. Portfolio Reports Value
Mgt. Plan Plan
Governance
decisions
7.1 (pr)
Portfolio 7.2
Develop
Risk mgt. Manage
Portfolio Governance
plan Portfolio
Communication recommen- Information
Plan dations (pr)

8.1
Develop Programs, 8.2
Manage
Portfolio Component
Risk Projects, and reports
Portfolio
Risk
Mgt. Plan Operations