When the generic communication guidelines in the Portfolio Handbook are not sufficient, a specific Portfolio Communication Plan can be created. The Portfolio Communication Plan defines and documents the content, format, frequency, audience and expected results. It also describes the communication strategy for each stakeholder, based on their interests, expectations, and influences.


  • Determine for each identified portfolio stakeholder group or individual what information needs to be communicated;
  • Define all artefacts to collect, analyse and distribute portfolio information and manage stakeholders' expectations;
  • Determine the frequency of the communication items;
  • Decide on the format and media of the communication (e.g., reports, presentations, meetings, emails, calls) adapted to the intended audience;
  • Determine who will be responsible for each communication item and identify the expected result.


  • Communication objectives
  • Audience to be addressed
  • Communication channels and media to be used
  • Communication strategy per stakeholder

Source: European Commission, Council of the European Union, Directorate-General for Informatics, General Secretariat of the Council, PM² portfolio management guide : v1.5, Publications Office, 2022, https://data.europa.eu/doi/10.2799/311760