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Appendix I—Program and Portfolio Management Process Models

Portfolio Scope Planning
Portfolio scope planning involves progressively determining and defining
the scope of the portfolio. The definition of Portfolio scope forms the basis
for determining what kinds of programs/projects the organization agrees
to undertake in the portfolio.

Portfolio Scope Planning

Inputs Tools & Techniques Controls Outputs
.1 Strategic plan .1 Organizational Objective .1 Executive review and .1 Organizational business
.2 Business plans .2 Function sign-off plan
.3 Portfolio Charter .3 Benefit/cost analysis .2 Organizational Constraints .2 Portfolio Management
.4 Other organizational plans .4 Alternatives identification .3 Organizational plan
.5 Expert judgment responsibilities/charters .3 Portfolio Scope Initiation

Portfolio Scope Definition
Portfolio scope definition involves a further categorization of the types of
projects and products that the organization is expected to undertake. This
process includes the assessment of the types of projects that fall within Port-
folio scope boundaries and outside boundaries, determine best fit and con-
figuration, Portfolio balance, and maximizing resource leverage.

Portfolio Scope Definition
Inputs Tools & Techniques Controls Outputs
.1 Organizational business .1 Business planning .1 Budget line items .1 List of strategic projects
plan processes established with .2 Business plan updates
.2 Portfolio scope description .2 Assessments of the Executive oversight
.3 Historical information projects and their products .2 Organizational Constraints
.3 Management judgment

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