
Part 3 – Competence 261
3.5.7 Initiate a portfolio
Objectives The purpose of this competency is to:
●
decide what type of portfolio is required
●
design the portfolio infrastructure
●
obtain senior-level approval and commitment
●
implement the portfolio.
Performance
criteria
You must be able
to
P1 match the type of portfolio to the host
organisation’s needs
P2 provide business justication for the
implementation of a portfolio
P3 submit the case for a portfolio to strategic
management
P4 set up and mobilise the portfolio
management infrastructure
P5 assure the quality of the process.
Initiating a portfolio is not
something that is done on a
regul ...