IT Portfolio and Project Management

Administrative Portfolio Meeting

Portfolio Sponsors: Norm Tarbox, Bret Ellis
Portfolio Chair: Steve Nabor
Portfolio Manager: Ron Jensen
Portfolio Administrator: Nicole DeFriez


The Chair will lead the portfolio in reviewing the membership list. The Chair will request membership changes as needed.



The Chair will lead the portfolio in discussing memo topics.


New Proposals

Members will present new proposals


Completed Projects

The Chair will lead the portfolio in scoring Completed Projects (1-5 stars depending on how well the project met the goals).


Projects in Planning

The Manager will report on Projects in Planning


Current Projects

The Manager will report on Current Projects


Approved and On Hold

The Chair will lead a discussion on whether Approved (not yet In Planning) or On Hold projects will remain in the current status. The alternatives are to activate the project (move to In Planning...usually happens when other projects are completed) or remove the project.



The Chair will lead a review of the portfolio inventory. Each item should be reviewed and ranked about every six months. A good standard is to review 1/3-1/4 of the inventory at each portfolio meeting.

The Administrator will record changes.



                      View Inventory


Portfolio Meeting Dashboard v.1.0

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