Ongoing Operations & Client · master area

Quarterly Portfolio Review

Ninety minutes. Three artefacts: SLA performance · VRI trends · root-cause patterns. Each initiative decided: kept · sharpened · killed. At least one row is killed, or the review didn't happen.

Owners: Leadership · PO · TL Phase it lives in: Did We Serve? Cadence: quarterly · Duration: 90 minutes bounded.

Where it lives in the chain

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

How to do this

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

Related crafts

• Portfolio Direction — the strategic frame
• Initiative Identification — what makes an initiative briefable
• SLA Review Cadence — the sibling cadence at client scope