Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within actual financial and human resource capacity.

This comprehensive template will allow you to record the relevant criteria and processes related to each of the following portfolio management areas outlined in COBIT 5 APO05:

  • Establish the target investment mix (APO05.01)
  • Determine the availability and sources of funds (APO05.02)
  • Evaluate and select projects or programs to fund (APO05.03)
  • Monitor, optimize, and report on investment portfolio performance (APO05.04)
  • Maintain the portfolio (APO05.05)
  • Manage benefits achievement (APO05.06)

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Maintain an Organized Portfolio

Align portfolio management practices with COBIT (APO05: Manage Portfolio).

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