Shaping Product Portfolios

Unlock impact without breaking your portfolio.
Your journey from friction to flow awaits.

Start where you are

You don't have any other choice. As you make the project to product journey, you need to live in both worlds and support today's needs even as you enable the future. 

Unfortunately, most recommendations for your technology portfolio come with a bunch of practices and  don't consider how they fit with today's reality. 

We'll help your portfolio team orient to your current world, identify the small improvement shifts you can make today, and prepare for the bigger lift to a new way of seeing your portfolio... without breaking it!

What is your portfolio's mandate?

A portfolio is shaped by its context - its role in the enterprise, the other portfolios in its neighborhood, its strategic and market context, the money that funds it, and the value it’s expected to produce.

Success requires optimizing the way it connects and leverages its assets to maintain a balance between tomorrow’s strategic aspirations and today’s operational obligations.

Relieve portfolio pain

 Your portfolio operations directly impact your value delivery and strategy achievement. It impacts every team, train, and investment you make. 
The effectiveness of your lean portfolio approach is a multiplier to every dollar you spend.

Simplifying the most stressful aspects of managing your portfolio creates quick wins and opens up space and energy to address the deeper issues facing you.

Work disconnected from value

Work and impact aren't connected. Order taking behavior abounds, and and people aren't motivated or engaged in pushing the business outcomes forward.

No visibility to what's important

You can't find what's important among all the noise of the portfolio. Lots of reports, but reading yields no meaningful insights.

Overwhelming demand

Your demand far exceeds your capacity, even when there's money to pay for it. You can't trust your capacity management because it's built on a house of cards.

Tangled Dependencies

The portfolio and its systems are so interconnected that it seems like nothing ever moves. Even the smallest change requires dozens of teams.

Engage across more levels

Portfolio leaders, supporting coaches, and LACE leaders benefit from a broader perspective of how portfolios fit in the overall market and enterprise context. Learning what your executives rely on your portfolio to do will help you improve your credibility, facilitate more effective portfolio conversations, and guide the long journey to a product portfolio without breaking the portfolio along the way.

Unlocking portfolio impact

Prepare to guide the journey to a product portfolio in our three-day workshop-style training for change agents and portfolio leaders.

Details

Core portfolio insights

Inspire a new way of seeing your portfolio in our half-day exploratory workshop for anyone involved in leading, shaping, or growing the portfolio.

Details

Individual mentoring and guidance

We support your personal growth, development, and impact with both structured quarterly mentoring programs and ad hoc brainstorming sessions.

Ready for the bigger lift?

There are times on the journey when you need to gear up for a bigger lift to a new lens. Getting ready for these moments requires revisiting assumptions and biases about a host of practices, guardrails, and controls. Often, rising to the next level requires insights sitting firmly in your blind spots.

These are the times when structured, outside guidance becomes most powerful.

Shaping Product Portfolio Operations

See your portfolio from the next level and prepare the many shifts required to lift your operations higher in our three-month guided workshop series.

Shaping Strategic Product Portfolios

Form and equip your full portfolio leadership team to take your portfolio to the next level in a three-month guided workshop series. 

Details

Executive Advisory Retainer

Safe, personal, invisible support when and how you need it as you confidently guide your company and portfolio through incredibly challenging shifts.

Ready for a new lens on your portfolio?

Explore how we can help you lift your portfolio to the next level. 

Complete the form to receive a brief orientation to our portfolio approach and set up a conversation.

We will never share or sell your data.