design-a-portfolio-review

name	design-a-portfolio-review
category	start
description	Design a portfolio review that compares initiatives through strategy, value, risk, capacity, dependencies, evidence, and explicit continuation decisions. Use when leaders must start, stop, sequence, or reshape a set of projects or products.

design-a-portfolio-review

Review the portfolio as a constrained system, not a list of status updates.

When to use

• Use for quarterly planning, funding rounds, capacity changes, strategic shifts, or recovery.
• Do not let sunk cost or executive sponsorship replace current evidence.

Procedure

1. Define decision authority, portfolio scope, strategy, constraints, planning horizon, and decision categories.
2. Standardize initiative data for outcome, owner, stage, cost, capacity, benefit, evidence, risk, dependency, and commitment.
3. Reconcile financial and staffing totals to controlled sources.
4. Assess strategic contribution, user or public value, feasibility, urgency, risk, optionality, and evidence quality.
5. Map shared resources, prerequisite, sequence, technology, vendor, regulatory, and market dependencies.
6. Compare continue, accelerate, hold, reshape, merge, stop, and investigate options.
7. Record decisions, conditions, funding, owner, milestones, transition impact, and next review.
8. Track realized outcomes and decision quality to improve future reviews.

Done

• A portfolio review pack records standardized initiatives, strategy, capacity, value, risk, dependencies, evidence, decisions, and owners
• Financial, staffing, dependency, evidence, decision-authority, transition, and outcome checks verify the review