One of your component managers has submitted his resignation and left the company; a new program manager joins the portfolio replacing him. Which document you use to inform the new program manager…

The Program Business Case justifies the existence and investment in a specific program and does not describe portfolio-level roles or managerial responsibilities within the broader portfolio.

The Portfolio Roadmap depicts the timeline and phased sequencing of portfolio components but does not detail the individual managerial roles and responsibilities of those managing those components.

The Portfolio Management Plan is the comprehensive document that details portfolio governance structures, management processes, and the roles and responsibilities of all portfolio stakeholders including program managers. It gives the newly onboarded program manager a clear understanding of how the portfolio operates and what is expected of him within its governance framework.

The Portfolio Charter is a high-level authorization document for the portfolio and is not the appropriate source for communicating detailed operational responsibilities to a newly onboarded program manager.