Portfolio Review Meeting for Upstream Investments
Date: January 16, 2019
Time: 1:00 - 4:00 p.m.
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
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.