01
Review Portfolio Morning Brief
Portfolio Management / Open portfolio / Main / Morning Brief
Start with the most significant current signals and recommendations.
Portfolio Manager
QUICK GUIDE 29
Prepare a portfolio meeting
Use current portfolio information to focus meeting time on decisions, exceptions and follow-up.
02
Check reporting coverage
Portfolio Management / Open portfolio / Status reporting / Reporting periods
Understand where the management picture is complete or uncertain.
03
Select projects for attention
Portfolio Management / Open portfolio / Overview / Projects
Prioritize projects with risk, delay, financial deviation or decision needs.
04
Review portfolio issues
Portfolio Management / Open portfolio / Main / Issues
Include cross-project matters that require coordinated handling.
05
Prepare actions and owners
Portfolio Management / Open portfolio / Main / Issues
Make the expected outcome of each agenda item explicit.