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Portfolio Review Meeting for Upstream Investments

Date: January 16, 2019

Time: 1:00 - 4:00 p.m.

Address:
520 Mendocino Avenue
Santa Rosa, CA 95401

Registration Required: No

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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

4:00 Adjourn


Meeting Documentation