In the final installment of our portfolio management series, we'll look at the four zone management framework. Segmenting and Categorizing to Prioritize Investments and Tailor Approach The challenge for well-established, successful companies is to free their company’s future from the pull of their legacy operating models and cultures. Part of this change involves moving from a traditional, hierarchical, vertically structured operating model to a cross-functional, cross-business, horizontally … [Read more...]
Cynefin: Four Frameworks of Portfolio Management
In this edition of our Four Frameworks of Portfolio Management series, we'll look at sense making approaches to portfolio management, specifically how to use the Cynefin framework for this purpose. Sense Making Approaches During an era of disruption and massive change, business leaders should use multiple cognitive models to evaluate their strategic positioning. Leaders need multiple approaches that help them create opportunities to avoid making the wrong decisions. When trying to make portfolio … [Read more...]
Predictive Metrics: Four Frameworks for Portfolio Management
Now that we've looked at historical data, let's turn to predictive metrics for portfolio management. In this edition of our Four Frameworks of Portfolio Management series, we'll take the predictive qualities of The Flow Framework and more to predict next steps. Considering Leading Indicators to Inform Future Results To thrive in times of technological disruption and economic uncertainty, organizations depend on their ability to adapt quickly to a changing market environment by rapidly evolving … [Read more...]
Historical Performance: Four Frameworks for Portfolio Management
The first framework we'll look at as part of our Four Frameworks of Portfolio Management series is historical performance metrics as an indicator of future performance. Evaluating Historical Revenue Growth and Profitability When evaluating a portfolio of investments, it helps to review historical performance and leading indicators. In this section, we will discuss how to illustrate an effective historical view of a company’s portfolio. When assessing past performance, it is important to evaluate … [Read more...]
Transforming Your Business to Compete in the Age of Disruption
This post is based on the 2020 DevOps Enterprise Forum paper Four Frameworks for Portfolio Management by Yvette Hatton, Chris Hill,Dwayne Holmes, Ken Kennedy, Jabe Bloom, Mik Kersten, Peter Moore, Nithya Ruff, and John Willis. Disruption comes in many forms. Technological advances make current products and ways of working antiquated or obsolete. Global pandemics can permanently alter industries and methods of conducting business. Evolving societal preferences change the way consumers engage … [Read more...]
