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Portfolio Review Meeting for Upstream Investments

Date: January 16, 2019

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

520 Mendocino Avenue
Santa Rosa, CA 95401

Registration Required: No

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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

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.