| name | aipom-portfolio-quarterly-review |
| description | Run a recurring AI portfolio review that reallocates capital and capacity using strategy, outcomes, economics, readiness, production evidence, dependencies, and learning. |
| type | workflow |
| category | cross-category |
| phase | 4 |
| status | active |
| operating_level | ["organization","portfolio"] |
| audience | ["CPO","CTO","VP Product","Product Operations","Product Manager","Finance","Engineering","Risk","AI Governance"] |
| best_for | ["Quarterly AI investment decisions","Stopping zombie pilots and premature scale","Rebalancing initiatives and shared capabilities"] |
| evidence_required | ["Strategy and portfolio inventory","Initiative economics readiness and production evidence","Dependencies incidents and control status","Capacity reuse adoption and prior decision records"] |
| produces | ["Portfolio decision record","Initiative and shared-capability allocations","Updated strategy assumptions and next review agenda"] |
| assessment_questions | ["STR-01","STR-02","STR-03","STR-04","STR-05","POR-01","POR-02","POR-03","POR-04","POR-05","EVAL-05","GOV-03","CAP-03","CAP-04"] |
| maturity_move | {"from":"operationalized","to":"compounding"} |
| estimated_time | 2-4 hours quarterly plus preparation |
| group_size | 5-12 decision group |
| depends_on | ["aipom-portfolio-posture-advisor","aipom-investment-stage-gates"] |
| combine_with | ["aipom-production-evidence-review","aipom-strategy-narrative-builder","aipom-operating-model-retrospective"] |
| sources | [] |
AIPOM Portfolio Quarterly Review
What Is It
Run a recurring evidence-based portfolio decision that continues, changes, scales, constrains, pauses, stops, or retires AI investments and funds the shared operating capabilities they depend on.
Why Use It
Portfolio meetings become status theater when initiative owners report activity without comparable decisions. A quarterly review connects strategy, value, economics, readiness, production evidence, dependencies, controls, capability, and capacity to explicit allocation.
When to Use It
Use quarterly or at a cadence appropriate to investment and risk. Run off-cycle reviews after material incidents, dependency changes, strategic shifts, or evidence that invalidates a major bet.
What It Produces
- Portfolio context, evidence quality, and change ledger
- Initiative decisions and funding or capacity allocations
- Shared capability, dependency, and safeguard investments
- Retired assumptions, stopped work, exceptions, and owners
- Strategy updates, communication actions, and next review agenda
Who Should Participate
Include accountable portfolio authorities, product and technology leaders, Product Operations, finance, shared-platform owners, and governance partners. Initiative owners provide evidence; they do not unilaterally set criteria or approve exceptions.
Evidence to Bring
Bring strategy choices, initiative inventory, bet charters, economics, stage decisions, readiness and production reviews, outcomes, costs, incidents, dependencies, adoption, reusable capabilities, capacity, exceptions, and prior decision follow-through.
How to Do It
- Load the prior decision ledger, commitments, exceptions, and material changes.
- Confirm current strategy, constraints, capacity, and the decisions required this cycle. Define capacity in usable units and state whether continuing existing work consumes the same allocation slots as new investment.
- Normalize initiative evidence by stage, consequence, and decision—not one universal score.
- Review outcome and economic evidence, production behavior, readiness, dependencies, controls, adoption, and owner confidence.
- Apply critical-gap and exception-expiry logic before relative comparison.
- Decide continue, change, validate, scale, constrain, pause, stop, or retire for each material initiative.
- Allocate investment to shared context, evaluation, governance, platform, capability, and reuse conditions that unlock several bets.
- Examine concentration, duplication, zombie pilots, premature scale, and unowned mandatory work.
- Update strategy assumptions, narrative, allocations, owners, communication, and next evidence requirements.
