Strategy & Direction · master area

Portfolio Management

Deciding which initiatives to fund, continue, sharpen, or kill. Quarterly. The discipline is killing — every quarter without a kill is a quarter of accumulating drag. Pause is a form of dishonesty.

Owners: Leadership · PO Phases it lives in: Why We Build (set) and Did We Serve? (governed)

Where it lives in the chain

• Why We Build · Portfolio Direction — the strategic frame
• Did We Serve · The Portfolio — the operational governance

How to do this

• Practice — Quarterly portfolio review · Kill criterion
• Template — Portfolio review · Initiative Brief
• Checklist — Portfolio review · agenda
• Clinic — An initiative without a goal
• Skill path — Leadership foundations · Steps 3–4

Related crafts

• Initiative Identification — where initiatives are born
• Financial Translation — the economic discipline
• Quarterly Portfolio Review — the operational moment of governance
• Goals & Objectives — what initiatives must ladder to