Portfolio Management 101: Who, What, When, Where, Why and How

Are you thinking about starting a portfolio management program or are you looking for new ideas in portfolio management? Either way, this session has you covered! The well-known adage we apply to databases, ‘garbage in - garbage out,’ is just as applicable to development portfolios and prospect pipelines. This session is focused on best practices and portfolio review techniques that will help streamline development portfolios to direct focus toward your top prospects. It will discuss the importance of: portfolio hygiene; monitoring prospect stages; tracking meaningful activity and progress toward goal; techniques for reviewing profiles with development; and real-world examples of how to win development buy-in.

Jennifer Vincent will help guide you through this session and leave you with a list of things to do as well as portfolio health metrics to guide your review process.