Portfolio Management Processes Flow in English - 3rd Edition - Simplified Version

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PORTFOLIO MANAGEMENT PROCESSES DEFINING STRATEGIC 4.1

ALIGNING

STRATEGIC

Develop Portfolio Strategic Plan

4.2

Develop Portfolio Charter

STRATEGIC 4.3

GOVERNANCE 5.1

Develop Portfolio Management Plan

Define Portfolio Roadmap

STRATEGIC 4.4

GOVERNANCE 5.2

Define Portfolio

6.1

Develop Portfolio Performance Management Plan

GOVERNANCE 5.3

PERFORMANCE 6.2

6.3

COMMUNICATION 5.5

Manage Supply and Demand

PERFORMANCE

Authorize Portfolio

GOVERNANCE

Optimize Portfolio

PERFORMANCE

GOVERNANCE 5.4

Manage Strategic Change

7.1

Develop Portfolio Communication Management Plan

8.1

Develop Portfolio Risk Management Plan

Provide Portfolio Oversight

Manage Portfolio Value

COMMUNICATION 7.2

RISK

Manage Portfolio Information

RISK 8.2

Manage Portfolio Risks

AUTHORIZING & CONTROLLING Based on The Standard for Portfolio Management - Third Edition Copyright: Project Management Institute, Inc., (2014). Copyright and all rights reserved. The material from this publication has been reproduced with the permission of PMI. Adaptation: Ricardo Viana Vargas, MSc, CSM, Microsoft MVP, PRINCE2® and PPM Registered Consultant, MSP Practitioner, PMI-RMP®, PMI-SP®, PMP® and Wagner Maxsen, Kaplan-Norton BSC® Certified Graduate, MSc, PRINCE2® and PPM Registered Consultant, MSP Practitioner, PMI-RMP®, PMP® Graphic Design: Sérgio Alves Lima Jardim, PMP® . Download this processes flow at www.ricardo-vargas.com

Become a member of PMI and download the PMBOK® Guide 5th Edition and all other PMI Standards at www.pmi.org


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