ens.wiki

Portfolio reporting aims to provide adequate information to Senior Management to support strategic decision-making. This activity includes gathering and reporting portfolio performance and benefits delivery at a predefined frequency, which helps validate the alignment of investments with the strategy and the effective use of resources.

Guidelines

• Identify portfolio information to be reported: Identify all relevant information that must be reported when managing the portfolio and the corresponding stakeholders. Specify the purpose and the target groups.
• Portfolio reporting may concern the following subjects:
  • Project request evaluations and approvals
  • Portfolio performance and status
  • Analysis of the current portfolio and progress
  • Portfolio risks
  • Resource capacity plan
  • Portfolio recommendations and actions
  • Portfolio benefits and value additions
  • Portfolio decisions
• Agree on the report’s content, format, and granularity: For each target group, validate the information to be reported (content and granularity), the format and the frequency.
• Produce and publish the portfolio reports: Elaborate and distribute portfolio reports, as agreed with the concerned stakeholders.

Source: European Commission, Council of the European Union, Directorate-General for Informatics, General Secretariat of the Council, PM² portfolio management guide : v1.5, Publications Office, 2022, https://data.europa.eu/doi/10.2799/311760