1.0 |
StepsDesign a portfolio. |
Responsible PartyUNDP Portfolio Manager |
Template/Guideline |
Explanatory NotesFollow the Portfolio Design Protocol, perform a system analysis of interrelated challenges, identify potential gaps in the programme’s theory of change that are not already being addressed, and formulate the portfolio theory of change. Funding and collaborating partners and potential stakeholders must be identified and consulted as early as feasible, ensuring a wide range of partners (international financial institutions, civil society, private sector, etc.) If an implementing partner can be selected prior to developing the portfolio document, please see Select Implementing Partners Otherwise, select an implementing partner at the appropriate time. Please refer to the Portfolio Document Guidance The draft Portfolio Document must be quality assured (see Appraise and Approve) and a SESP must be performed before sign-off from the LPAC. |
2.0 |
StepsDevelop a portfolio document that adheres to UNDP quality standards and partner requirements. |
Responsible PartyUNDP Portfolio Manager |
Template/Guideline |
Explanatory NotesThe portfolio document must attach:
For further guidance, see: |
3.0 |
StepsPrepare fully costed budgets to ensure that all anticipated programmatic and operational costs, including development effectiveness and implementation support arrangements are identified. |
Responsible PartyUNDP Portfolio Manager |
Template/Guideline |
Explanatory NotesThe requirements for developing a budget are outlined in Prepare Fully Costed Budgets |
4.0 |
StepsIdentify potential risks and conduct iterative assessment and treatments. |
Responsible PartyUNDP Portfolio Officer |
Template/Guideline |
Explanatory NotesThe initial Portfolio Risk Register and the Social and Environmental Screening Procedure (SESP) are submitted to the appraisal committee as annexes to the Portfolio Document. Risks will be iteratively identified and managed throughout implementation. Enterprise Risk Management Policy Managing Risks Across UNDP Programming and Operations: Guidance Note |