Work Product (Artifact): Portfolio Recommendations |
This artifact communicates the recommended actions to be taken as a result of analysis or optimization of the portfolio.
Purpose
To communicate the results of a portfolio analysis or optimization exercise to the decision-makers, so that they can take appropriate action.
Relationships
Roles | Responsible: Portfolio Analyst | Modified By: Product Portfolio Manager
Input To | Mandatory: Authorize and Assign Components | Optional: None | External: None
Output From | Optimize Portfolio
Description
Main Description | This artifact lists the recommended actions to be taken in the context of the portfolio. The portfolio analyst documents the recommendations in accordance with discussions and guidance from the portfolio manager and portfolio review team. This artifact could include (but not be limited to) these recommendations: Changing component investment. Examples: investing in new components, continuing or modifying existing investments, canceling or retiring components. These are the most critical recommendations to be conveyed. The other types of recommendations might be corollaries to these primary decisions. Component scope. Examples: schedule and requirements to be met or included. Resources and staffing. Examples: resource priorities, allocation recommendations, and suggested assignments. Note that this could also be in the context of the overall portfolio. Process and governance. This can be specific to a component or as they affect the portfolio as a whole. Examples: checkpoints to be implemented, budget or resource distribution by criteria, and risks to monitor. This artifact captures the recommendations themselves, with adequate background for decision-makers to make informed decisions.
Brief Outline | Recommended action (what should be done) Components affected (both the primary component, and any others that are affected directly or indirectly, for example because of interdependencies) Background and rationale for the action (why it should be done) Timeframe to act (when it should be done) Priority of this recommendation (how important it is to do this) Any key discussion points (such as risks, issues, or alternatives) Any supporting documentation (such as charts or reports)
Properties
Optional |
Planned |
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