Portfolio Governance Model Template
Verifying initiatives in the portfolio align with strategy and architecture principles
The Portfolio Governance Model template provides a structured approach to verifying initiatives in the portfolio align with strategy and architecture principles.
Template Sections
This template includes 7 sections.
Portfolio Governance Overview
Describe the portfolio governance model: the governance structure, the intake process, the prioritisation methodology,...
Portfolio Governance Diagram
Diagram section
Initiative Intake Checklist
Define the checklist for new initiative intake: strategic alignment verified, architecture review completed, resource...
Portfolio Health Checklist
Define the checklist for ongoing portfolio health: initiative status reviewed, strategic alignment confirmed, resource...
Portfolio Governance Principles
State the principles: every initiative traces to strategy, portfolio balance across horizons, stopping is not failure,...
Portfolio Dependencies
Map dependencies between initiatives in the portfolio: which initiatives depend on others, shared resource conflicts,...
Portfolio Governance Risks
Document risks: too many initiatives diluting focus, hidden dependencies, portfolio governance that is too slow, and...
Section Details
Block Types Used
| Section | Block Type | Purpose |
|---|---|---|
| Portfolio Governance Overview | Rich Text | Describe the portfolio governance model: the governance structure, the intake... |
| Portfolio Governance Diagram | Diagram | Diagram section |
| Initiative Intake Checklist | Governance Checklist | Define the checklist for new initiative intake: strategic alignment verified,... |
| Portfolio Health Checklist | Governance Checklist | Define the checklist for ongoing portfolio health: initiative status reviewed,... |
| Portfolio Governance Principles | Principle | State the principles: every initiative traces to strategy, portfolio balance... |
| Portfolio Dependencies | Dependency Matrix | Map dependencies between initiatives in the portfolio: which initiatives depend... |
| Portfolio Governance Risks | Risk | Document risks: too many initiatives diluting focus, hidden dependencies,... |
Getting Started
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