Executive summary
A blueprint for designing the operating model and decision rights that keep an approved product portfolio rationalization running: who decides, on what evidence, how often, and with what exceptions.
What is inside
What the design covers
The asset takes an approved rationalization option and walks the design team through the decision inventory, disposition states and triggers, decision-rights assignment, review cadence, exception rules, data and system needs, and the chartering step that makes the model binding. It ends in an approval matrix and role map ready for the roadmap stage.
- Scope: the standing operating model that runs portfolio decisions after the investment case is approved
- The recurring portfolio decisions an organization must assign, and to whom
- Disposition states for every product and the evidence that moves a product between them
- Review cadence: monthly decisions, quarterly deep reviews, annual full rationalization
- Exception handling that protects the business case from quiet reversals
- Role map and chartered approval path from recommendation to execution
- Readiness checks and the conditions under which the model is approved