Product portfolio rationalization: Options appraisal and investment case

Options appraisal for portfolio rationalization: status quo baseline, treatment scenarios, exit costs, run-rate economics, sensitivities and a decision memo.

Asset IDSTX-A0034

CategoryDecision and Communication Templates

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

An options appraisal and investment case for product portfolio rationalization: compare the status quo with pruning and fix scenarios on evidence, economics and risk, and take the decision at a gate.

What is inside

What the appraisal covers

The asset takes the portfolio baseline and the frozen assumption book produced earlier in the pathway and walks the team through composing portfolio options, pricing each one from the same assumptions, stress-testing the economics, and drafting the memo an investment committee can decide on.

Scope: one product portfolio appraised as competing rationalization options, from status quo to deep pruning
A status quo baseline that is appraised on the same terms as every alternative
Treatment choices per product group: grow, maintain, fix, harvest, retire
Scenario economics: one-time exit costs set against run-rate releases and revenue at risk
Sensitivities and switching values, and the conditions under which each option wins
A one-page investment memo and the decision gate that approves, conditions, or returns the case
A worked synthetic case, a failure case, and investment committee practice material

How to use it

How teams use it

Teams use it after the evidence and assumption work is done and before any product is retired: they appraise three to four portfolio options against a do-nothing baseline, defend the recommendation in front of the approval body, and hand the approved option to the operating model and roadmap work that follows.

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Stratenity Advisory Team. (2026). Product portfolio rationalization: Options appraisal and investment case. Stratenity Library. https://www.stratenity.com/resources/library/decision-and-communication-templates/product-portfolio-rationalization-options-appraisal-and-investment-case

Stratenity Advisory Team. "Product portfolio rationalization: Options appraisal and investment case." Stratenity Library, 2026, www.stratenity.com/resources/library/decision-and-communication-templates/product-portfolio-rationalization-options-appraisal-and-investment-case.

Stratenity Advisory Team. "Product portfolio rationalization: Options appraisal and investment case." Stratenity Library, 2026. https://www.stratenity.com/resources/library/decision-and-communication-templates/product-portfolio-rationalization-options-appraisal-and-investment-case.

Stratenity Advisory Team (2026) Product portfolio rationalization: Options appraisal and investment case. Stratenity Library. Available at: https://www.stratenity.com/resources/library/decision-and-communication-templates/product-portfolio-rationalization-options-appraisal-and-investment-case (Accessed: the date of access).

@misc{stratenity_stxa0034, author = {{Stratenity Advisory Team}}, title = {Product portfolio rationalization: Options appraisal and investment case}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/decision-and-communication-templates/product-portfolio-rationalization-options-appraisal-and-investment-case}}, note = {Asset ID STX-A0034} }

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Product portfolio rationalization: Options appraisal and investment case

What the appraisal covers

This is a taste. The full library goes deeper.

Stratenity is the AI Operating System for Strategic Execution™.

Stratenity is the AI Operating System for Strategic Execution^™.