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Home / Portfolio Management / Portfolio Meetings
Portfolio Meetings Print E-mail

There should be regular meetings with internal representative to discuss the overall status and there should be regular meetings with external representation to discuss their part in the portfolio. When setting up meetings consider that directing a portfolio of project involves three parties:

Business Executive
The product(s) of the projects should meet a business need. The projects should give value for money. There should, therefore, be representation from the business viewpoint to ensure that these two prerequisites exist

Senior User
The user presence is needed to specify the desired outcome and ensure that the projects deliver it.
There will be an individual, group or groups for whom some or all of the following will apply:

  • They will use the final product
  • The product will achieve an objective for them
  • They will use the end result to deliver benefits
  • They will be impacted by the project outcome.


Senior Supplier
The creation of the end product will need resources with certain skills. Representation is needed from the supplier who will provide the necessary skills. The project may need to use both in-house and external supplier teams to construct the final outcome.

Meeting overview

 

External

Objective  FrequencyAttendants
 TIER 1
Strategic and executive portfolio review MonthlyPortfolio Manager
Senior Account manager
Business Process Owners
 TIER 2
Tactical and operational project review Bi-Weekly

Portfolio Manager

Project manager(s)

Process Users

Supplier Representative 

 

Internal

Objective  FrequencyAttendants
 TIER 1
Strategic and executive portfolio review MonthlyPortfolio Manager
HR manager
Business Process Owners
 TIER 2
Tactical and operational project review Bi-Weekly

Portfolio Manager

Project manager(s)

 

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