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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
7.1

Develop Portfolio Communication
Management Plan

8.1

5.5

Manage Supply and Demand

PERFORMANCE

Authorize Portfolio

GOVERNANCE

Optimize Portfolio

PERFORMANCE

GOVERNANCE
5.4

Manage Strategic Change

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

  • 1. 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 7.1 Develop Portfolio Communication Management Plan 8.1 5.5 Manage Supply and Demand PERFORMANCE Authorize Portfolio GOVERNANCE Optimize Portfolio PERFORMANCE GOVERNANCE 5.4 Manage Strategic Change 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