Create a single portfolio view across programmes and initiatives with milestones, dependencies, RAG thresholds and stop or start decisions. Leaders can compare delivery across sites and intervene early.
Standardise portfolio governance across digital, estates and compliance delivery. Make delivery signals comparable, surface dependencies and constraints early, and route decisions to the right forum before slippage becomes structural.
Built for leaders running multi-site programmes who need consistent reporting, clear escalation, and explicit stop or start decisions.
Inputs
We start with your existing programme and portfolio inputs, then standardise them into a single baseline with clear owners, key dates, dependencies and affordability constraints.
Establishes a single portfolio baseline with named accountability. Used to make delivery ownership explicit and prevent “unowned” initiatives drifting between teams.
Outputs
A consistent portfolio structure across digital, estates and compliance so reporting is comparable across sites and programmes.
Clear RAG criteria and trigger rules tied to delivery, risk, dependency, spend and assurance so reviews stay exception-led.
A single view of cross-portfolio dependencies, constraints and blockers so leaders can resequence work and remove constraints quickly.
A decision queue for initiatives needing explicit prioritisation, de-scope, pause or stop or start decisions so capacity and funding are not silently overcommitted.
Standardised chapters for Executive and Board packs so prioritisation, decisions, follow-through and changes in risk posture remain visible over time.
Configuration
Configured during implementation to match your governance model, portfolio scope, pack structure and reporting cadence.
Configure categories and segments (digital, estates, compliance, service redesign, enabling workstreams) to match your portfolio landscape and reporting lines.
Confirm portfolio scope, cadence and where decisions stall across approvals, dependencies, funding, capacity and assurance gates. Align on the minimum portfolio view leaders need.
Define the portfolio schema, RAG rules, decision rights and pack structure, including what is reviewed, by whom and when. Agree escalation triggers and stop or start mechanics.
Configure portfolio views, dependency tracking, and decision, action and risk routing with escalation paths. Run the cadence monthly or quarterly with pack-ready outputs and clear closure expectations.
