Creating a Portfolio Management Plan: Criteria & Examples


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What is one of the elements of a portfolio management plan?

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1. Kim is responsible for overseeing the projects within her portfolio. Her role and responsibility is: _____

2. The executive team at Sue's company are not emotionally willing to risk a market expansion. This would mean they have a low risk _____.

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About This Quiz & Worksheet

Find out what you know about creating a portfolio management plan. Answer these questions on key subjects like one feature of a portfolio management plan and the role of the individual who oversees the plan.

Quiz & Worksheet Goals

These points will be addressed on the worksheet/quiz:

  • Emotional unwillingness for risk
  • Next step in the escalation management plan
  • Key performance indicator (KPI) for a budget

Skills Practiced

  • Knowledge application - use your knowledge to answer questions about a person who makes sure the portfolio management plan is carried out and the main aspects of a portfolio management plan
  • Information recall - access the knowledge you've gained regarding reaction to risk
  • Making connections - use your understanding of key performance indicators and how they're connected to a portfolio management plan

Additional Learning

Learn more about portfolio management with the lesson entitled Creating a Portfolio Management Plan: Criteria & Examples. These key points will be considered:

  • Goals of a portfolio management plan
  • Defining a governance model
  • Escalation procedures
  • Risk management categories