MOPF – Management of Portfolio® Foundation

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  To obtain a clear understanding of what is in the current portfolio and development pipeline, including forecast costs, benefits and risks

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  To answer the question as to which initiatives the organization should invest in

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  To ensure a portfolio is balanced, taking into account coverage of all strategic objectives and impact across the business

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  To monitor progress against the Portfolio Delivery Plan
  

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  There should be clearly defined rules for delegation

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  Investment decisions are only reviewed at corporate level

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  Management of sub-portfolios is independent of the portfolio governance body

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  All current and planned change initiatives must be included in one of the sub-portfolios
  

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  Investment criteria used should be the same for each segment of the portfolio

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  The Portfolio Office should approve the prioritized list of changes before presentation to management boards

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  Mandatory changes (e.g. legal requirements) do not need to be included in the prioritization exercise

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  Stakeholders should be able to see evidence that all changes have been assessed fairly and consistently