A practitioner pack for portfolio, PMO and strategy leads who need to show, with evidence, which initiatives advance strategic objectives and which rest on hope. It turns business case claims into a graded record that can be challenged, and links the resulting funding decisions to execution.
The 13 sections
The pack walks through the full decision. It starts with the question and when to use the pack, then sets out the inputs, an evidence hierarchy and a repeatable scoring and classification method with an optimism adjustment and explicit thresholds. It then covers the options for running the review, a recommended operating model with defined roles, and execution, governance and measurement tables. A labeled synthetic example comes with a failure case and a practice exercise. The pack closes with copyable templates for an assumption register, source log, research question log, alignment matrix, adjustment worksheet and challenge checklist.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references