PORTFOLIO CHARTER TEMPLATE

This single-page Portfolio Charter is intended for organizations that require a brief, yet the comprehensive level of detail across a wide body of projects that are aligned by clients, service types, etc. This template includes the following sections, each of which encompass descriptive working details:

• Overall Description
• Portfolio SCope
• Business Benefits
• Portfolio Criteria for Components
• Acceptance Criteria
• Impact of Not Taking Action
• Roles & Responsibilities
• Dependencies & Linkages
• Portfolio Risks
• Assumptions
• Portfolio Funding
• Portfolio Roadmap