Strategic Portfolio Management
We help portfolio leaders facilitate collaborative investment events that align capital allocation with strategic priorities.
Collaborative Event Design and Facilitation
Design: Determine the organization's strategic context and configure the planning event. This includes setting the budget, identifying the strategic posture (growth, cost optimization, balanced, or transformation), selecting who participates in individual voting and which participants join collaborative group sessions, and establishing the timing and format of the event.
Develop: Prepare the investment proposals that will be evaluated during the decision event. Gather and refine business cases, ensure proposals meet Lean Business Case standards, and stage them for the ballot. Items in the event should also appear in the Portfolio Kanban.
Decide: The core investment decision process — from individual voting through group consensus to final communication of the plan of record.
Do: Track funded initiatives through the Portfolio Kanban. Compare and contrast changes via Kanban snapshots. Review monthly for mid-cycle planning updates and ensure execution aligns with the committed plan of record.
Debrief: A review process that evaluates performance and prepares for the next cycle. Compare actual outcomes against projected benefits, capture lessons learned, and inform adjustments for the next planning event. Debrief feeds back into the next cycle's Design phase.
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