PORTFOLIO MANAGEMENT PROCESSES

DEFINING ALIGNING

STRATEGIC STRATEGIC STRATEGIC STRATEGIC

4.1 Develop Portfolio Strategic Plan 4.2 Develop Portfolio Charter 4.3 Define Portfolio Roadmap 4.4 Manage Strategic Change

GOVERNANCE GOVERNANCE GOVERNANCE

5.1 Develop Portfolio 5.2 Define Portfolio 5.3 Optimize Portfolio
Management Plan

PERFORMANCE PERFORMANCE
Develop Portfolio Performance
6.1 Management Plan 6.2 Manage Supply and Demand

GOVERNANCE PERFORMANCE
5.4 Authorize Portfolio 6.3 Manage Portfolio Value

COMMUNICATION COMMUNICATION
GOVERNANCE Develop Portfolio Communication
7.1 Management Plan 7.2 Manage Portfolio Information
5.5 Provide Portfolio Oversight

RISK RISK
Develop Portfolio Risk
8.1 Management Plan
8.2 Manage Portfolio Risks

AUTHORIZING & CONTROLLING

Based on The Standard for Portfolio Management - Third Edition Copyright: Project Management Institute, Inc., (2014). Copyright and all rights reserved. The material from this publication Become a member of PMI and download
has been reproduced with the permission of PMI. Adaptation: Ricardo Viana Vargas, MSc, CSM, Microsoft MVP, PRINCE2 and PPM Registered Consultant, MSP Practitioner, PMI-RMP, PMI-SP, the PMBOK Guide 5th Edition and all
PMP and Wagner Maxsen, Kaplan-Norton BSC Certified Graduate, MSc, PRINCE2 and PPM Registered Consultant, MSP Practitioner, PMI-RMP, PMP other PMI Standards at www.pmi.org
Graphic Design: Srgio Alves Lima Jardim, PMP . Download this processes flow at www.ricardo-vargas.com