Review organisational documentation

Which documents did you read?

Which policies and procedures will guide your approach to approvals, project management and change management?

Attach the documents (including the notes you made as you read them) to this section of the portfolio.

Attach the policy and procedures (including the notes you made as you read them) to this section of the portfolio.

Products and services

What are the products and services?

Objectives

List the key business objectives.

Key decision makers

Who are the key decision makers (stakeholders to whom you will report or seek advice from)?

Operational processes

Describe key operational processes.

Supply chain

Summarise the supply chain associated with the work area or organisation.

Performance Improvement

Which strategies are currently used to monitor and evaluate the performance and sustainability of key systems and processes?

Discuss the current continuous improvement systems, processes, and innovations being used.

Policies and procedures

What are the organisational requirements for approvals, change management, project management and knowledge management?

Analyse performance to identify performance variances from existing plans.

Summarise the performance outcomes of your business.

Include mathematical information in your summary

How has the current business performance varied from what was planned?

Attach documents showing performance information as evidence that you’ve collected the information.

Identify and analyse trends and opportunities

Describe current trends and opportunities associated with industry in which the business operates.

Analyse how these trends and opportunities impact the business.