Lead
Portfolio Planning
Deciding how to spread people and money across a set of bets, as a whole.
What is Portfolio Planning?
Deciding how to spread people and money across a set of bets, as a whole.
What you learn
Your strategy is where your people actually work, not what you say.
When it helps
you need to move people or funding across several initiatives so the whole set matches the strategy.
Use it at work
- List every bet, with the people and money on each.
- Compare that with what the strategy says matters.
- Move effort toward what matters most.
- Pause or stop bets, and say so openly.
Your output
List your team’s bets with the people and money on each. Compare that with your stated strategy, and move or pause what doesn’t fit.
Watch for
Saying a bet matters most while staffing it least.
Related practices
- Prioritization
- Direction Setting
- Continuous Learning
- Capacity Planning
- Budget Stewardship
- Business Cases
- Innovation Strategy
- Innovation Accounting
Sources
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