You are the portfolio manager for a large county that comprises much of a major city in your country. The city also has a portfolio manager, and often you meet to discuss proposed initiatives to see…

Question

Options

• APortfolio strategic plan
• BPortfolio management plan
• CPortfolio roadmap
• DPortfolio charter

• A
  14% (5)
• B
  78% (29)
• C
  5% (2)
• D
  3% (1)

Explanation

The portfolio management plan is the operational document that defines the specific processes, methods, and criteria used to evaluate, score, and rank portfolio components for alignment and priority. It contains the evaluation framework-the 'how' of portfolio management. The portfolio strategic plan (A) defines direction and objectives but not evaluation methodology. The portfolio roadmap (C) shows sequencing and timing of components but does not govern how they are assessed. The portfolio charter (D) establishes authority and scope but not operational evaluation approaches. When you need to make consistent, repeatable judgments about which components align with strategy and how they should be prioritized relative to each other, the portfolio management plan is the authoritative reference.

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