Executive summary

A diagnostic for portfolio and strategy leads that tests whether each initiative genuinely advances an approved strategic objective and whether the organization is equipped to deliver it, then converts the shortfalls into owned, dated actions for the portfolio board.

What is inside

The 13 sections

The asset combines an anchored rubric covering alignment and delivery readiness, a dependency-aware way to judge which objectives are truly covered, and a gap register for capability, funding and dependency issues. It also includes a reviewer calibration routine, approval gates, a KPI set with a named measurement owner, a fully worked synthetic portfolio with a failure case and an alternate scenario, and copy-ready worksheets.

  • 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