ISO 21504:2015
Project, programme and portfolio management — Guidance on portfolio management
ISO 21504:2015 provides guidance on the principles of project and programme portfolio management. ISO 21504:2015 is relevant to any type of organization including public or private and any size organization or sector.
The guidance presented in ISO 21504:2015 is intended to be adapted to suit the specific environment of the project and programme portfolio.
ISO 21504:2015 does not provide guidance on project management, programme management, or general business portfolio management (e.g. financial portfolio management).
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Foreword
Introduction
1 Scope
2 Terms and definitions
3 Principles of portfolio management
3.1 Context and need for portfolio management
3.2 Overview of portfolio management
3.2.1 Portfolio management
3.2.2 Portfolio structure
3.2.3 Capabilities and constraints
3.2.4 Opportunities and threats
3.3 Roles and responsibilities
3.3.1 General principles
3.3.2 Defining decision rights for portfolio content
3.4 Stakeholder engagement and management
4 Prerequisites for portfolio management
4.1 Overview
4.2 Justification for portfolio management
4.3 Portfolio management framework
4.4 Types of portfolio components
4.5 Criteria for selecting and prioritizing portfolio components
4.6 Alignment with organizational processes and systems
4.7 Visibility of the portfolio
4.8 Portfolio performance reporting structure
4.9 Improving portfolio management
4.10 Governance of portfolios
5 Managing portfolios
5.1 Overview
5.2 Defining the portfolio
5.3 Identifying potential portfolio components
5.4 Defining the portfolio plan
5.5 Assessing and selecting portfolio components
5.5.1 Overview
5.5.2 Assessing current state
5.5.3 Selecting portfolio components
5.6 Validating portfolio alignment to strategic objectives
5.6.1 Overview
5.6.2 Alignment with strategic objectives
5.6.3 Maintaining alignment with risk tolerance and resource capacity and capability
5.6.4 Documenting and evaluating results of alignment actions
5.7 Evaluating and reporting portfolio performance
5.7.1 Overview
5.7.2 Establishing the portfolio performance measurement baseline
5.7.3 Managing portfolio performance
5.7.4 Reporting portfolio performance
5.7.5 Managing the integration of benefits
5.8 Balancing and optimizing the portfolio
5.8.1 Overview
5.8.2 Optimizing portfolio components
5.8.3 Maintaining the portfolio
5.8.4 Optimizing resources
5.8.5 Managing portfolio risks
5.8.6 Controlling portfolio change
Annex A (informative) Governance of portfolios
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Foreword
Introduction
1 Scope
2 Terms and definitions
3 Principles of portfolio management
3.1 Context and need for portfolio management
3.2 Overview of portfolio management
3.2.1 Portfolio management
3.2.2 Portfolio structure
3.2.3 Capabilities and constraints
3.2.4 Opportunities and threats
3.3 Roles and responsibilities
3.3.1 General principles
3.3.2 Defining decision rights for portfolio content
3.4 Stakeholder engagement and management
4 Prerequisites for portfolio management
4.1 Overview
4.2 Justification for portfolio management
4.3 Portfolio management framework
4.4 Types of portfolio components
4.5 Criteria for selecting and prioritizing portfolio components
4.6 Alignment with organizational processes and systems
4.7 Visibility of the portfolio
4.8 Portfolio performance reporting structure
4.9 Improving portfolio management
4.10 Governance of portfolios
5 Managing portfolios
5.1 Overview
5.2 Defining the portfolio
5.3 Identifying potential portfolio components
5.4 Defining the portfolio plan
5.5 Assessing and selecting portfolio components
5.5.1 Overview
5.5.2 Assessing current state
5.5.3 Selecting portfolio components
5.6 Validating portfolio alignment to strategic objectives
5.6.1 Overview
5.6.2 Alignment with strategic objectives
5.6.3 Maintaining alignment with risk tolerance and resource capacity and capability
5.6.4 Documenting and evaluating results of alignment actions
5.7 Evaluating and reporting portfolio performance
5.7.1 Overview
5.7.2 Establishing the portfolio performance measurement baseline
5.7.3 Managing portfolio performance
5.7.4 Reporting portfolio performance
5.7.5 Managing the integration of benefits
5.8 Balancing and optimizing the portfolio
5.8.1 Overview
5.8.2 Optimizing portfolio components
5.8.3 Maintaining the portfolio
5.8.4 Optimizing resources
5.8.5 Managing portfolio risks
5.8.6 Controlling portfolio change
Annex A (informative) Governance of portfolios