A portfolio of bets
kept honest
Intake, scoring, capacity, gates and value tracking operated as one program. The portfolio of work stays legible to the board, engineering stops being the bottleneck that kills bets silently and outcomes get measured against the hypothesis that funded them.
CAPABILITIES
Six portfolio surfaces under one governance body
Intake, capacity, gates, value tracking, investment shape and exec reporting — wired together so bets are accepted, measured and retired in the open.
Portfolio intake
Single pipeline across business units, scoring rubric, bias-aware ranking, duplicate detection, killed-bet graveyard.
Capacity planning
Team capacity modelled in weeks, commitment vs. buffer, key-person risk, vendor mix, quarter-by-quarter reshuffles.
Stage-gate governance
Discovery → delivery → launch → scale with kill / scale / pivot decisions at each gate, signed by accountable owners.
Value tracking
Hypothesis → expected outcome → actual outcome; honest post-mortems; lessons fed back into the scoring rubric.
Investment shape
Horizon 1 / 2 / 3 balance, run / grow / transform mix, tech-debt allocation, discretionary vs. committed ratios.
Executive reporting
Single dashboard for board and ExCo with bets, status, spend, expected return and confidence band — no slide deck.
SCORING RUBRIC
A scoring rubric with weighted dimensions
The default weighting we use to rank incoming bets. Numbers land in a single spreadsheet column each quarter, debated openly, and the losers go into the killed-bet graveyard with a named reason.
A portfolio without kills is a backlog with a budget line. Gates are the point where a bet must survive evidence or die — and the graveyard is the most valuable asset the program has.
STACK
Intake · capacity · value · exec
Default toolkit across the four portfolio lanes. Substitutions driven by the work-management incumbent and the reporting cadence the board expects.
Intake · scoring
- Productboard · Aha! · Jira Align
- Notion / Linear intake with templates
- Weighted shortest job first
- RICE + confidence bands
Capacity · plan
- Linear · Jira · Asana
- Capacity in weeks + named owners
- Commitment vs. buffer budgets
- Quarterly rebalance retros
Value · evidence
- Outcome dashboards
- Pre- / post-mortems
- Feature flags + experiment backing
- Lessons library + rubric update loop
Exec · board
- Single dashboard (no slides)
- Horizon 1/2/3 mix visuals
- Spend + run cost per bet
- Confidence-banded value curves
Adjacent disciplines
Where portfolio management connects
Product Strategy
Theses, bets and operating-model changes that the portfolio has to finance and sequence.
DeliveryProject Management
Day-to-day delivery under each bet with senior accountability through to launch.
AdoptionChange Management
Transformation programs the portfolio funds — with readiness, sponsorship and adoption baked in.
EvidenceBusiness Intelligence
Exec dashboards, confidence-banded value curves and the KPI trail that proves the portfolio is working.
Run the portfolio like it is on the cap table
Share your current intake pipeline, last-quarter spend, the three bets the board is asking about and the two things nobody wants to kill. We come back with a rubric, a capacity reshuffle sketch and a 90-day governance proposal inside ten working days.