Aligning corporate portfolios

"Show me your portfolio and I'll show you your strategy"

We have developed over the past twenty years a strategy implementation planning process, which is used to analyse and construct portfolios of change initiatives and delivery projects.  Using tools to categorise projects, to map required changes to the operating model, product delivery and benefits, and to build resource demand, we assist organisations to define corporate change portfolios that are fully aligned to their strategy.

Clients turn to us with many concerns; typically you ask for our help to:

• Gain visibility of the corporate portfolio and how it supports corporate strategy
• Implement efficient approaches to make the right portfolio investment decisions
• Predict the real impact of proposed changes on the business
• Align initiatives to the business strategy – shutting down mis-aligned initiatives
• Re-structure the corporate portfolio
• Manage the portfolio of operational projects
• Develop a benefits realisation and tracking approach for the Board
• Implement change in a way that is acceptable and achievable by the business
• Establish portfolio reporting in a PMO (PSO).

The techniques and services we develop our tailored solution from include: the following

Consulting services & tools:

• Change management
• Portfolio management
• Business case development
• Strategic implementation planning process and tool kit
• PPSO consultancy & PPSO coaching
• PPSO fast start and rescue
• Sponsor coaching and mentoring
• Project initiation workshops (PIWs), post implementation reviews (PIRs), health checks, surgeries and stage gate reviews
• Project categorisation consultancy and PCAT tool
• Portfolio categorisation, analysis & structuring
• e-PPSO tool.

Tailored development events, covering areas such as:

• Change management
• Portfolio management
• Programme governance / management
• Exploiting your project and programme support office
• Senior executive or sponsor briefing
• Bespoke sponsor or executive workshop facilitation
• Business case & investment appraisals
• Benefits management / modelling.

Profiling:

• Profiling sponsors

Interim placements:

• Portfolio manager
• Programme manager
• PMO manager
• PMO assistant
• SIPP consultant.