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Policy Areas

Portfolio

Effective Date

Mar 22, 2024

Summary of Changes

The new Portfolio Policy introduces a new delivery instrument for UNDP to contribute to one or more country programme outcomes and engage one or more implementing partners to address system level challenges for strategic development results. The policy defines the key principles and requirements for the design, approval, implementation, monitoring, reporting, and evaluation of UNDP portfolios.

The new policy is accompanied by the Portfolio Document Template, the Portfolio Document Guidance, and the mandatory annexes for the Portfolio Document Template: the Portfolio and Project Risk Register; the Portfolio Board Terms of Reference; On-Granting Provisions Applicable to a non-UNDP Implementing Partner; the Portfolio Multi-Year Workplan; and the Portfolio Theory of Change.

Portfolio Policy

Policy Area:

Programme and Project Management

Policy Chapter:

Design

Portfolio Policy

Document Type

Policy

Effective Date

Mar 22, 2024

Planned Review Date

Dec 31, 2027

Published in:

Portfolio Document Template

Document Type

Template

Effective Date

Dec 19, 2023

Published in:

Portfolio Theory of Change

Document Type

Template

Published in:

Portfolio Multi-Year Workplan

Document Type

Template

Published in:

Portfolio Board Terms of Reference

Document Type

Template

Published in:

Portfolio Document Guidance

This document is a guidance companion to the portfolio document template. This is not a guidance note on how to create a portfolio. For information on how to create a portfolio please consult UNDP's Portfolio Primer. 

Document Type

Guide

Effective Date

Dec 19, 2023

Published in:

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