Fiscal sponsors have important questions about their portfolios: How big should it be? How do we know if the portfolio is balanced and sustainable? How do we organize the portfolio of projects to be supported by different staff members on our team? Is the composition of our portfolio serving our impact goals?

To help answer these (and other) questions in a data-driven manner, we often highlight a need to use Key Performance Indicators and maintain Portfolio Management Dashboards. Use of such tools can inform strategic and ongoing conversations about the size and complexity of the current portfolio, help assess the changes over time, clarify the risk and sustainability of the current portfolio, inform resource planning, capital investments, instill better transparency and accountability across our internal management practices.

For this session, we invite you to bring your key measures and tools you use to understand your portfolio and plan for the future along with ideas on what would be most useful in the future. Impact Commons will also share a simple template that could be a helpful starting point to cover key performance indicators for all fiscal sponsors while leaving room to incorporate essential aspects that a particular fiscal sponsorship program might want to measure further. 

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