Portfolio Review Meeting for Upstream Investments
Date: January 16, 2019
Time: 1:00 - 4:00 p.m.
Address:
Registration Required: No
Agenda
Portfolio Review Committee Agenda
January 16, 1:00 p.m. to 4:00 p.m.
520 Mendocino Ave, Laurel Room, 2nd Floor
1:00 Welcome and Introductions
Review agenda
1:05 Housekeeping
Training update Request approval of Portfolio Review Committee bylaws
1:15 Website Relaunch
Introduction to searchable Portfolio, online training resources and Portfolio Review Committee web page
1:30 Application to the Portfolio: Process
Please reflect on:
Your experience with the review process
Strengths and challenges of Portfolio application templates
Strengths and challenges of scoring criteria and format
2:30 Application to the Portfolio: Content
Please reflect on:
Application’s alignment with Portfolio criteria
3:30 Ongoing communication opportunities
Evaluation course curricula
Outcome measurement template