Executive summary
A framework for sequencing an approved portfolio rationalization into waves, gates and funding tranches, with a KPI dictionary and a baseline-to-target plan that the review rhythm can actually run on.
What is inside
What the framework covers
The asset takes the approved disposition list, the investment case and the target operating model, and walks the portfolio team through grouping actions into waves, registering dependencies, designing condition-based gates with tranche funding, building the KPI dictionary, setting baselines and trajectories, stress-testing the plan, and submitting the pack for approval.
- Scope: one approved portfolio rationalization decision shaped into a staged roadmap and a measurement pack
- Grouping grow, fix and retire actions into waves sequenced by evidence and commitments, not calendar dates
- The dependencies that can move the whole plan: contracts, shared components, channel resets and system changes
- Gate design and how transition funding and claimed savings stay tied to measured results
- A KPI dictionary spanning portfolio economics, transition health and customer protection
- Baselines, target trajectories and the review rhythm that uses them
- Roadmap approval and the handover into the first 90 days of implementation