|
Strategic Portfolio Planning and Design
Steps:
- External/Internal planning assessment to identify financial
issues and concerns.
- Strategic analysis to identify and prioritize major issues/goals.
- Design major strategies to address issues/goals.
- Design/update portfolio objectives.
- Establish action plans (objectives, resources, roles for implementation)
- Record issues, goals, strategies/programs, updated mission and vision, and action plans
- Develop the yearly Strategic Portfolio Plan Proposal document
- Develop and estimate a cost structure on an annual basis
- Conduct the portfolio's execution
- Monitor/review/evaluate/update Strategic Plan Document
|
