Define the question
Discuss the portfolio context, the priorities to examine and the decisions the review should support.
How we work
A clear scope before a portfolio review begins.
The review is shaped around the operating question, property context and information available. Scope and intended outputs are agreed before work starts.
Agree scope and records
Confirm the properties, relevant operating information, review boundaries and working timetable.
Review the agreed material
Consider the supplied records in line with the agreed scope and identify points for discussion.
Set out findings and next steps
Summarise observations, options and priorities. Any further support is agreed separately.
Start with the portfolio question
Discuss the work that needs a clearer view.
Share the property context, operating question and records available for an initial conversation.