X1 Evaluate the generated strategic value X2 Optimize and balance the value generation strategy X3 Conduct a focused communication Y1 Evaluate portfolio stakeholder satisfaction Y2 Evaluate the ongoing programs and projects Y3 Plan improvements Y4 Conduct a focused communication Z1 Manage follow-up items Z2 Start, stop, or pause programs and projects Z3 Balance resources Biannual Cycle Monthly Cycle Daily Cycle

Y1 - Evaluate portfolio stakeholder satisfaction

NOTE: This is a public draft of the manual. Please submit your comments using the form below the pages by the end of February 2024 and return later for the final version.


This activity evaluates the satisfaction of the internal portfolio stakeholders (portfolio board members) and external portfolio stakeholders (managers of programs and standalone projects).


We want to discover dissatisfactions and related problems as soon as possible and fix them before they pile up, become too complicated, and harm programs and projects.


It’s the responsibility of the portfolio manager to evaluate the satisfaction of portfolio stakeholders.


It’s usually best to send anonymous surveys to stakeholders to make sure they can express themselves openly. It may be necessary to have two types of surveys: one for the portfolio board members and one for the program and project managers.

Results of evaluations should be stored in the Health Register and will be used in activity Y3 to plan improvements.

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