Shaping Portfolio Agility E6 - Generating portfolio insights that lead to effective interventions
Apr 22, 2024
"In most cases, the portfolio itself is under a fog of war. You can't actually see what's going on unless you take your telescope and really zoom in on an area"
Eric Willeke
This episode concludes the initial six-part arc laying the foundations of lean portfolio management. The first five episodes were devoted to building a clear picture of your portfolio ecosystem. Picture in hand, we explore the insights it might yield and the ensuing interventions they should trigger. The conversation dwells primarily on strategic insights, exploring the concept of 'acting this fiscal year' with operational interventions and preparing to activate strategic interventions next fiscal year.
In this episode, we cover:
- (00:40) Episode Intro
- (01:56) How do you avoid just having great conversations?
- (05:14) How do you pick the right interventions and get support to act on them?
- (16:13) Why start with strategy? What are some typical insights, what kind of interventions do they yield, and how does the fiscal year influence things?
- (33:26) How do you leverage operational interventions to act on strategy insights?
- (38:24) What happens when you focus on portfolio-level strategy insights rather than the ecosystem?
- (51:13) How do you move from executive hunches to data-driven insights and interventions?
- (58:05) What about outcome-based insights?
- (1:03:51) Wrap