Portfolio Review Meeting for Upstream Investments

January 16, 2019 from 1:00 4:00 PM

520 Mendocino Avenue
Santa Rosa, CA 95401
38.443262, -122.7177757

Meeting Documentation


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

4:00 Adjourn

Agenda and Materials: Agendas and most supporting materials are available on this calendar. Due to legal, copyright, privacy or policy considerations, not all materials are posted online. Materials that are not posted are available for public inspection during normal business hours at the Upstream Investments office. 

Disabled Accommodation: If you have a disability which requires an accommodation, an alternative format, or requires another person to assist you while attending this meeting, please contact (707) 565-8797 as soon as possible to ensure arrangements for accommodation. 

Contact Information

Joni Thacher

Training and Technical Assistance Manager

Upstream Investments

Planning, Research, Evaluation, and Engagement

Human Services Department

County of Sonoma

Business Hours
Monday – Friday
8:00 AM – 5:00 PM
Contact us by Phone
520 Mendocino Avenue
Santa Rosa, CA 95401
38.443262, -122.7177757