Portfolio Management Knowledge Areas

Portfolio Management Knowledge Areas


5.1 Develop Portfolio Management Plan

The Develop Portfolio Management Plan process consists of developing and updating the portfolio management plan to ensure alignment with the portfolio strategic plan objectives, the portfolio charter authorization, and the portfolio roadmap. Portfolio management plan development is an iterative process and includes the integration of subsidiary plans such as performance, communication, and risk management plans. This collection of plans may be developed concurrently or separately. The portfolio management plan establishes how a portfolio is defined, organized, optimized, and controlled. Figure 5-2 shows the inputs, tools and techniques, and outputs.


.1 Portfolio strategic plan

.2 Portfolio charter

.3 Portfolio roadmap

.4 Portfolio process assets

.5 Organizational process assets

.6 Enterprise environmental factors

Tools & Techniques

.1 Elicitation techniques

.2 Portfolio organizational structure analysis

.3 Integration of portfolio management plans



.1 Portfolio strategic plan updates

.2 Portfolio management plan

.3 Portfolio process assets updates