Generate a portfolio health overview

Summarise project health across a portfolio with recommendations for improvement.

  • Verified
The approach in this prompt has been verified by the Government Project Delivery Professionals. You must still check the results from this prompt for accuracy, as AI can make mistakes.

What this prompt does

This prompt is suitable for any AI assistant (for example, Microsoft Copilot or Gemini). 

The prompt will:

  • inform strategic decisions, prioritisation, and resourcing
  • create a Health Dashboard Table with RAG ratings
  • identify underperforming areas
  • provide clear, actionable recommendations for improvement

Before you start

Before you use this prompt, replace text in square brackets:

  • [KEY STAKEHOLDERS] or specific audiences for the document, for example [portfolio board, or finance committee]
  • upload relevant documents (for example, delivery confidence, business case, budget, schedule, benefits, and risks)
Do not upload any personal or official information to free tools, or any tool not advised by your department. If you are unsure, check with your digital team.

The prompt

Copy prompt Generate a portfolio health overview 
                //Goal

You are a high performing Portfolio Manager. Analyse the current portfolio and produce a high-level, data-driven overview of project health for strategic decision-making.

//Context

The audience includes the Senior Responsible Owner (SRO), the portfolio team, and key stakeholders [KEY STAKEHOLDERS].

The overview will inform prioritisation, resource allocation, and risk mitigation. The portfolio includes multiple projects with varying delivery confidence, budget adherence, and benefit realisation status.

//Source

Use the attached business cases, supporting project data, and example reports as templates. 

Reference standard portfolio management methodologies and The Teal Book guidance.

//Expected outputs

Structure the response into three sections:

Section 1: Portfolio Executive Summary 
* One paragraph summarising overall portfolio health
* Highlight the top three actions required to improve overall health

Section 2: Project Health Dashboard Table
* Include the following columns:
* Project Name, Delivery Confidence (RAG), Schedule status, Budget status, Benefits Realisation Status, Risk Level.

Section 3: Analysis and Recommendations 
* Identify underperforming areas
* Provide clear, actionable recommendations for improvement 

Use visual indicators: e.g. RAG rating or health scores. Review  the ratings.

Make a list of actionable insights: recommendations should be specific and feasible

//Style and tone

The tone should be professional and in plain UK English.  The report should be suitable for use in a portfolio board meeting, programme board, or quarterly review.

Content created: 18 November 2025 | Last updated: 24 November 2025

Support and Resources

Here are the relevant guidance pages for using prompts:

Get in touch

Email ai-knowledge-hub@dsit.gov.uk to share feedback about this prompt.