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Appendix I—Program and Portfolio Management Process Models
Portfolio Organizational Planning
Identifying, documenting, and assigning Portfolio roles, responsibilities,
and reporting relationships.
Portfolio Organizational Planning
Inputs Tools & Techniques Controls Outputs
.1 Portfolio interfaces .1 Human resource practices .1 Organizational Structure .1 Role and responsibility
.2 Staffing requirements .2 Organizational theory assignments
.3 Constraints .3 Stakeholder Analysis .2 Staffing management plan
.4 Organizational Analysis .3 Organizational chart
.4 Supporting detail
Portfolio Staff Acquisition
Planning for the continued availability of appropriate human resources
needed to support the Portfolio.
Portfolio Staff Acquisition
Inputs Tools & Techniques Controls Outputs
.1 Staffing management plan .1 Workforce planning .1 Organizational policies .1 Portfolio staff acquisition
.2 Staffing pool description .2 Procurement (Human Resource, plans
.3 Recruitment practices Finance, Procurement, .2 Staff acquisition policies
etc.) .3 Staffing requirements
.2 Government regulations,
laws and policies
.3 Recruitment policies
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