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Portfolio Change Intake Checklist

Purpose​

Provide a repeatable intake process that enforces evidence requirements and protects reviewer trust.

Scope​

In scope​

  • New projects or case studies
  • Major narrative or IA changes
  • Governance policy updates

Out of scope​

  • Minor typo fixes or formatting changes

Prereqs / Inputs​

  • Portfolio eligibility criteria
  • Evidence audit checklist
  • Roadmap and release notes index

Intake checklist​

1) Eligibility and scope​

  • Meets eligibility criteria
  • Does not violate explicit exclusions
  • Scope is documented and aligned to roadmap phase

2) Evidence minimums​

  • Dossier entry updated or created
  • ADR created if decision is durable
  • Threat model updated if trust boundary changes
  • Runbook added if operational procedure changes

3) Reviewer impact​

  • Reviewer guide updated if new reviewer path is needed
  • Evidence links added or updated
  • Claims are traceable and public-safe

4) Release readiness​

  • Release note planned or created
  • Versioning policy applied (major/minor/patch)
  • Link integrity verified

Validation / Expected outcomes​

  • Changes are intentional, evidence-backed, and reviewer-friendly
  • Governance artifacts stay synchronized with implementation

Failure modes / Troubleshooting​

  • Missing evidence: block merge until artifacts are added
  • Unclear scope: update roadmap or defer change

References​