Executive summary
A method for documenting and testing the demand, cost, benefit, alternative and uncertainty assumptions behind a product portfolio rationalization decision, before any option is priced.
What is inside
What the research pack covers
The asset takes the portfolio baseline and capability gap register and walks the analysis team through building the assumption register, classifying each entry as observation or hypothesis, rating materiality and confidence, logging sources with dates, writing research questions for the assumptions that matter most, applying bias controls, and freezing the assumption book at a dated gate.
- Scope: the five assumption classes behind a portfolio rationalization case
- Separating observations from hypotheses, with an evidence test
- Rating assumptions for materiality and confidence
- A source log discipline with dates and freshness rules
- Research questions targeted at the assumptions that move the decision
- Bias controls, including the outside view and prudence adjustments
- An assumption freeze gate that hands a stable book to the investment case