PFMP · Question #211
A portfolio manager is currently in the defining phase of a portfolio that aligns to a new organizational strategy. The portfolio manager is beginning to develop the portfolio charter, but is having…
The correct answer is C. strategic plan. The portfolio strategic plan provides the organizational goals and strategic direction needed to develop a complete and accurate portfolio charter. Without this foundational input, the charter cannot be properly scoped or aligned.
Question
A portfolio manager is currently in the defining phase of a portfolio that aligns to a new organizational strategy. The portfolio manager is beginning to develop the portfolio charter, but is having difficulty ensuring that it is complete, comprehensive, and accurate. In order to help guide the development of the charter, the portfolio manager should use the portfolio:
Options
- Abudget.
- Broadmap.
- Cstrategic plan.
- Dstakeholder analysis technique.
How the community answered
(40 responses)- A15% (6)
- B5% (2)
- C75% (30)
- D5% (2)
Why each option
The portfolio strategic plan provides the organizational goals and strategic direction needed to develop a complete and accurate portfolio charter. Without this foundational input, the charter cannot be properly scoped or aligned.
The portfolio budget is a financial document that does not provide the strategic direction, goals, or scope needed to guide charter development.
The portfolio roadmap is an output that is developed after the charter and depends on the strategic plan as its own input - it cannot guide charter creation.
The portfolio strategic plan articulates the organization's strategic goals, objectives, and priorities that the portfolio charter must reflect. It serves as the primary input for charter development by defining what the portfolio is intended to achieve, ensuring the charter is comprehensive, accurate, and strategically aligned.
Stakeholder analysis is a technique for identifying and analyzing stakeholders, not a reference document that provides content guidance for charter development.
Concept tested: Portfolio charter development using strategic plan inputs
Source: https://www.pmi.org/pmbok-guide-standards/foundational/portfolio-management
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