A playbook for portfolio governance, investment prioritisation, capacity allocation, stage-gate decisions and value tracking. This is the Portfolio Governance Playbook from the Stratenity Library, a governed strategic execution asset that is already built for you. It gives your team the full working method for portfolio governance, and it walks through everything from portfolio intake and the single front door to value tracking and benefits realisation. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.
What this playbook covers
This is a preview of the full deliverable. Inside the Stratenity Library, this playbook walks your team through the complete method, section by section, with a worked client example threaded throughout.
- Context, Scope and Objectives
- Approach and Methodology
- Portfolio Intake and the Single Front Door
- Investment Prioritisation and the Scoring Model
- Capacity Allocation and the Portfolio Ceiling
- Stage-Gates and the Willingness to Stop