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How To Run A Portfolio Review Meeting

A Portfolio Review Meeting should be run by clearly defining and communicating the meeting’s objectives, ensuring all relevant stakeholders are present, presenting and reviewing all portfolio items comprehensively, making necessary adjustments or decisions, and documenting the meeting conclusions and action items.

A Portfolio Review Meeting is a crucial business process where key stakeholders and project team members gather to assess, review, and analyze the performance and progress of a particular portfolio of projects. These meetings typically focus on aligning the portfolio with the organization’s strategic objectives, scrutinizing the individual projects within the portfolio, and making informed decisions about the allocation of resources. They also help in identifying and mitigating potential risks, addressing issues, and deciding on future projects to be included in the portfolio. The overall goal is to ensure optimal use of resources and maximum value for the organization.

What is the purpose of a Portfolio Review Meeting?

The purpose of running a portfolio review meeting as a leader is to evaluate the progress and performance of a team’s projects, align them with organizational goals, identify areas of improvement, provide feedback, and make informed decisions regarding resource allocation and project priorities. It serves as a platform for collaboration, learning, and ensuring that projects are on track to meet the overall objectives of the company.

How To Run A Portfolio Review Meeting: Step-By-Step


Step 1: Preparation

In this stage, gather every document pertinent to the portfolio such as investment documents, financial analyses, and reports. The objective is to extensively review the portfolio’s performance to comprehensively understand its strengths and shortfalls. With this knowledge, one can identify opportunities for enhancement and pinpoint specific regions that may require change or improvement, paving the way for strategic planning in the future.

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Step 2: Scheduling

The subsequent action involves fixing a meeting date and time that harmonizes with the schedule of all participants. Taking into account the availability and convenience of every attendee is essential as it encourages higher engagement and productive discussions. Endeavor to choose a time that does not disrupt workflow, keeping in mind global time zones for international meetings, to ensure maximal participation and constructive outcomes.

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Step 3: Setting the agenda

It’s crucial to precisely outline the subjects on the meeting agenda for a comprehensive discussion. The agenda should encapsulate key elements such as a broad overview of the portfolio, an in-depth performance review, evaluation of associated risks, and strategic plans for future. This well-structured approach sustains focus and guarantees all pivotal facets of the portfolio are adequately addressed.


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Step 4: Inviting Participants

When planning a meeting, invite all relevant participants. This group may consist of portfolio managers, investment analysts, and stakeholders, amongst others. Prior to the meeting, ensure that all attendees have the appropriate preparation materials. Achieving smooth communication and preparation ensures an effective, productive meeting.

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Step 5: Conducting the Meeting

In this phase, spearhead the conversation using the priorly formulated agenda as your guide. Prompt all members to share authentic feedback, enabling every individual’s voices, ideas, and worries to be heard. Methodically examine each item within the portfolio individually, ensuring a comprehensive understanding and discussion of all points.

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Step 6: Decision Making

During the meeting, we will engage in crucial discussions pertaining to the possible necessities for modifications in our portfolio, investment strategies, and risk management protocols, among others. Decisions should ideally be reached through a consensus stimulating a collaborative environment. If not possible, a majority agreement should be acceptable, ensuring a balanced representation of views and interests.

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Step 7: Documentation

Taking detailed notes during meetings is crucial. These should extensively cover the discussion and decisions made, encompassing aspects such as portfolio performance, highlighted challenges and agreed-upon action plans. It’s also essential to record who was assigned each action, allowing for precise accountability and follow-up in the future.

Questions to ask as the leader of the meeting

1. What were the main objectives for each project or initiative in this portfolio? – This question helps the leader understand the purpose and goals behind each project, enabling them to assess their alignment with overall organizational objectives.

2. What challenges did the team face during the execution of these projects? – This question allows the leader to identify any obstacles faced by the team and evaluate their problem-solving skills and resilience.

3. How did the team approach problem-solving and decision-making during these projects? – This question gives insights into the team’s ability to think critically, collaborate, and make effective decisions in challenging situations.

4. How did these projects impact our target audience or customers? – This question determines whether the projects successfully met the needs and expectations of the target audience, providing a sense of their effectiveness and impact.

5. What lessons did the team learn from these projects? – This question helps the leader assess the team’s ability to reflect on their experiences and gain valuable insights that can be applied to future projects.

6. Were there any innovative or creative solutions implemented during these projects? – This question gauges the team’s ability to think outside the box and come up with unique and inventive ideas to deliver exceptional results.

7. What were the key metrics or performance indicators used to evaluate the success of these projects? – This question helps the leader understand how the team measured success and allows them to assess the alignment between the team’s objectives and the achieved results.

8. What were the key takeaways or accomplishments from these projects? – This question provides an opportunity for the team to highlight their significant achievements and demonstrate their capability to deliver successful outcomes.

9. How did the team collaborate and communicate with stakeholders throughout these projects? – This question allows the leader to evaluate the team’s ability to establish and maintain strong relationships with stakeholders, ensuring effective communication and collaboration.

10. What areas need improvement or further development based on the project outcomes? – This question helps identify areas where the team can enhance their skills, processes, or strategies to drive continuous improvement.

11. How does this portfolio align with our long-term strategic objectives? – This question allows the leader to assess the portfolio’s relevance to the organization’s overarching goals and make informed decisions about future directions.

12. What recommendations do you have for future projects based on your portfolio experiences? – This question encourages the team to provide insights and suggestions that can inform future planning, project execution, and overall organizational growth.

As a leader, preparing a portfolio review meeting agenda involves identifying key objectives and goals, selecting relevant topics to discuss, and allocating appropriate time for each item. Include sections for reviewing performance, discussing challenges and solutions, and setting goals for the future. Prioritize transparency, collaboration, and constructive feedback to drive growth and development within the team.

How To Prepare For A Portfolio Review Meeting
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During a portfolio review meeting, it is essential to discuss the quality and diversity of the work displayed, its relevance to the target audience, the effectiveness of the design and layout, the clarity of the messaging, any recent updates or changes, and the overall impact of the portfolio.

See Our Portfolio Review Meeting Template
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Software tools to facilitate a Portfolio Review Meeting

Software helps leaders run portfolio review meetings more efficiently and effectively. With advanced tools and features, it simplifies the process of collecting, analyzing, and presenting data. Leaders can easily track project statuses, assess risks, and make informed decisions. Automation reduces manual effort, improves information accuracy, and allows for real-time collaboration. Software facilitates a seamless and well-organized portfolio review meeting for better strategic planning and decision-making.

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Well-executed Portfolio Review Meetings are essential in leveraging your team’s creativity, enhancing their productivity, and steering the progression of projects. By setting clear objectives, empowering team contributions, promoting open evaluations, and using advanced tech tools, you can turn these meetings into a catalytic platform for success. Remember, the goal isn’t to get through every project or detail, but to foster an atmosphere of strategic thinking and critical dialogue. This way, projects are not only being handled properly but also pave the way for innovation and improvement. Navigating through a Portfolio Review Meeting might be challenging at first, but with these strategies outlined in this blog post, you are on your way to mastering these invaluable sessions.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a Portfolio Review Meeting?

The primary purpose of a Portfolio Review Meeting is to discuss and evaluate the performance of a portfolio, which could be projects, investments, or other assets. It’s an opportunity to analyze the effectiveness of strategies, make decisions for improvements and future direction, and address any risks or issues.

Who should attend a Portfolio Review Meeting?

Usually, major stakeholders including project managers, investors, financial advisors or analysts, team leaders, and executives of the company attend a Portfolio Review Meeting. Anyone who is directly involved in the decision-making process or implementation of the portfolio strategies can be a participant.

How often should a Portfolio Review Meeting be held?

This depends on the organization and the nature of the portfolio. However, typically it’s advisable to conduct a Portfolio Review Meeting on a quarterly or semi-annual basis to ensure regular tracking and assessment. For more volatile industries, monthly reviews might be suitable.

What major topics are usually discussed in a Portfolio Review Meeting?

The main topics typically include portfolio performance review, progress towards strategic goals, assessment of ROI, risk analysis, identification of challenges and opportunities, and the overall market environment. Proposed changes or additions to the portfolio can also be discussed.

How should a Portfolio Review Meeting be prepared?

Thorough preparation is crucial to a productive Portfolio Review Meeting. This involves gathering and analyzing all necessary data regarding portfolio performance, benchmark comparison, market trends, etc. Also, setting a clear agenda, preparing presentation materials, and inviting the correct participants are all key steps to meeting preparation.

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