Report Portfolio Performance

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Welcome » All things and their becoming » Techno Order (scope) » Model element » Value Stream » Portfolio Stakeholder Engagement » Report Portfolio Performance

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

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Portfolio Stakeholder Engagement

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