Purpose:

Involves building upon the efforts of the Game Plan and providing the foundation to plan the investment strategy and portfolio/sub-portfolio structures.

Objective:

Description:

The focus is on planning the overall portfolio management initiative and setting it up for success. Based on input from the game plan, a portfolio plan is developed to define the investment strategy and portfolio structure. During Planning, the sub-portfolios are determined. An overall portfolio categorization scheme is created, and each category’s target percentage of resource allocation is agreed upon. A personal investment portfolio analog would note the distinction between bonds, various types of equities, and real estate and would make a guesstimate of how much will be invested in each category. An overall portfolio strategy and the categories into which investments will be split are determined (e.g., run, grow, and transform; core, nondiscretionary, discretionary, growth, and venture; or discovery, project, and asset investments). The goals and target investment mixes across these categories are set.

Inputs:

<?>

Outputs:

<?>

Controls:

<?>

Task Instructions:

Plan Investment Strategy

1. 1. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining specific investment categories.
   2. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for determining appropriate mix of these categories

Plan Portfolio Structure

1. 1. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for determining hierarcy
   2. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining how the portfolio is organized
   3. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining requirements
   4. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for defining views for the portfolio
   5. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for selecting the set of sub-portfolios

Plan Individual Subportfolios

1. 1. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for determining goals, metrics, and target mixes for each sub-portfolio
   2. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for Evaluate the portfolio impact
   3. Using the <?>, [the VP or Director of the PMO] with support from <?> is responsible for packaging sub-portfolio information into the portfolio plan.