Portfolio and Growth Strategy
Use $ARGUMENTS as initial context.
When to use this skill
- Portfolio reallocation across business units or product lines.
- Growth planning where trade-offs and dependency management matter.
- Strategy reviews with invest, hold, harvest, or exit decisions.
- Cases requiring transparent scoring logic and governance.
Required inputs
- Portfolio units and baseline performance metrics.
- Strategic objective (growth, profitability, cash generation, risk reduction).
- Resource constraints and planning horizon.
Workflow
- Define unit boundaries and decision objective.
- Select framework (BCG, GE/McKinsey, Ansoff, or combined).
- Build weighted scoring model for attractiveness and competitive position.
- Classify units into invest, hold, harvest, or exit buckets.
- Allocate capital and capacity with explicit dependency checks.
- Sequence growth moves with milestone-based checkpoints.
Ask-first questions
Ask up to 3 questions before mapping units:
- What is the primary objective of this portfolio cycle?
- Which constraints are binding (budget, talent, time, risk)?
- What level of downside risk is acceptable?
Assumption policy
- Continue with assumptions if unit data is incomplete.
- Mark assumptions with confidence and expected impact if wrong.
- Keep scoring criteria explicit to avoid hidden bias.
Output contract
Always produce these sections in order:
- Context
- Decision or Recommendation
- Analysis
- Risks
- Next Actions
- Assumptions
Guardrails
- Do not map units without stating scoring criteria and weights.
- Avoid framework-only outputs without resource implications.
- Include dependencies between units before final allocation.
- Separate short-term cash optimization from long-term strategic value.
Resources
references/portfolio-frameworks.md- Framework selection and scoring rules.references/growth-levers.md- Growth move catalog and sequencing logic.templates/portfolio-growth-plan.md- Decision-ready template.examples/portfolio-growth-example.md- Golden example with constraints.
Keywords
portfolio strategy, BCG matrix, GE McKinsey, Ansoff, capital allocation, growth sequencing