ADV-03 · Advisory
Portfolio & investment governance
Define decision rights and evidence requirements for investment reviews.
Proposed service. Staffing, delivery availability, hours, escalation and final responsibility matrix are agreed in a statement of work. No SLA is implied.
For
Portfolio sponsors and finance leaders
Outcome & deliverables
Decision framework, review cadence and governance templates.
Customer inputs
Accountable sponsor, stakeholder access and current operating artifacts.
Scope boundaries
Investment approvals, financial advice and customer decision authority.
Acceptance & commercial unit
Agreed deliverables and documented review. Fixed scope or time and materials, as contracted.
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Start with your team, your governance and your operating model.