PORTFOLIO MANAGEMENT PROCESS

PORTFOLIO MANAGEMENT PROCESS

1. DEVELOP PORTFOLIO MANAGEMENT PLAN

   • The porfolio management plan provides portfolio oversight with the formal and planned criteria for developing maintaning and controlling
   • ROADMAP
     • Provides the high level strategic approach for portfolio chronological fashion management.

2. DEVELOP PORTFOLIO CHARTER

   • The porfolio charter is produce through this process to authorize portfolio mangement to apply portfolio resources to portfolio componets to execute to portfolio management process
   • IMPUTS
     • Portfolio strategy plan
   • TOOLS AND TECHNICAL
     • Capability and capacity analisis
   • OUTPUTS
     • Portfolio charter

3. DEVELOP PORTFOLIO STRATEGIC PLAN

   • Consist of developing a portfolio strategic plan and alagning the strategic management of the portfolio to the organizational strategic and objetives
   • IMPUTS
     • Portafolio strategic plan
       • Portafolio
   • TOOLS AND TECHNICAL
     • Organizational strategy and objectives
       • Inventory work
   • OUTPUTS
     • Portfolio Component inventory
       • Priorization analisi

4. DEFINE PORTFOLIO

   • The portfolio is the mean the "to be" vision
     • The list of current portfolio components are reviewed and evaluation