Project Management

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PMI Portfolio Initiation Documentation

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Anonymous
Does PMI (or the wider group) have a documentation set that is used to initiate a portfolio, that would define the structure, governance etc.?
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
You can look at the Portfolio Management Standard but if you want specific examples or templates, I'd recommend first understanding the information and governance needs of your senior stakeholders and then look at some examples from the Templates section of this community as a starting point.

Kiron
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Rami Kaibni
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Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
There is no set template, you can customize a document to suit your portfolio needs so just like Kiron suggested, it would be best if you review the standard, it will give you a great idea.
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Latha Thamma reddi Sr Product and Portfolio Management (Automation Innovation)| DXC Technology Mckinney, Tx, United States
create customized documents!

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