4

PORTFOLIO STRATEGIC MANAGEMENT

Portfolio Strategic Management includes the processes to develop the portfolio strategic plan, the portfolio charter, and the portfolio roadmap and to assess and manage the alignment of these three deliverables to the organizational strategy and objectives. In addition, portfolio strategic management involves managing, monitoring, and responding to ongoing changes in organizational strategy and in portfolio components to determine appropriate actions. Actions may include a modification to strategy and goals or changes to the portfolio itself.

The Portfolio Strategic Management processes are (see Figure 4-1 for overview):

4.1  Develop Portfolio Strategic Plan.—Evaluating the high-level organization strategy/investment ...

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