Strategic Portfolio Formulation

Your anxiety

You have developed a strong strategic framework for taking your organisation forward and have a clear vision for the future. You are now grappling with how to turn your vision into reality and don’t really know how to begin to shape a portfolio of activity that will get your organisation from its current place to where you would really like it to be.

How we can help you

As part of our programme and project management (PPM) offering we specialise in translating strategy into meaningful programmes of delivery activity. Our  approach involves the formulation of a strategic route map in conjunction with senior managers drawn from across the organisation, normally at board level. Once the activities of the route map have been identified and agreed they each provide the basis of a change programme designed to address a particular aspect of the required strategic change. Together the set of programmes comprises the organisation’s change portfolio, and individually each programme will comprise a set of projects which, collectively, will enable programme level benefits to be realised across the organisation.

We do not simply create a portfolio of change, but also work extensively with your top team to ensure that individual programmes are correctly prioritised and scheduled to deliver optimum impact to the business. The portfolio schedule or strategy chart that emerges from this process can then be used as a standard
reference point for all subsequent delivery activities.

How we would work with you

The creation of a strategy chart representing a full organisational portfolio of activity cannot be achieved in isolation, not least because of the high levels of business input required. Typically this type of work is conducted in a facilitative style with board members and involves no more than one or two of our more senior consultants. Co-working enables close understanding and enables strong ‘buy-in’ to the resultant strategic route map. We find the best results are achieved by a
workshop approach conducted over a number of sessions with suitable gaps for reflection between each.

Tools & training we can provide

The principal tools we use are the charts and schedules which represent how activities will be synchronised with one another to achieve optimal business impact.
We do not regard skills transfer as a high priority dimension of this type of work. The value we believe we can add is to provide an external (and therefore objective) perspective on what might be regarded as intractable issues amongst the internal ‘top team’, coupled with the facilitation skills to drive a result from potentially divergent opinions.

How this could deliver value for you

We believe the real value of our strategic portfolio formulation approach is the clarity it gives at board level to defining a necessarily complex set of delivery activities and their inter-relationships, ensuring that they do remain focused on achieving the over-arching strategy. This provides a firm foundation for establishing the  programmes that will subsequently deliver beneficial change across the organisation.

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If you would like to talk to us call on the number below. Alternatively, click on the consultants email address, provide us with your details and we will call you back. We look forward to speaking to you. Contact: Email: Tel: Tim Phillips timphillips@moorhouseconsulting.com +44 (0) 20 3004 4482