Available as a standalone engagement or as the foundation of a FLEX engagement.
Who should consider it
For executives, PMO leaders and portfolio owners managing competing initiatives, changing priorities and shared resources.
What we look for
Too many projects in flight, shifting priorities, late escalations, unclear forecasts and reporting that fails to guide decisions.
Evaluation dimensions
Strategic alignment; governance and intake; portfolio priorities; resource capacity; forecasting; reporting; delivery oversight and execution.
How we gather evidence
Interview sponsors, portfolio leaders and delivery teams. Review governance forums, investment criteria, capacity plans, status reports and a representative set of initiatives.
What you receive
Governance and portfolio findings, prioritized recommendations, and a roadmap for intake, prioritization, capacity planning, and reporting.
Priorities and potential benefits
Evaluate tradeoffs by strategic contribution, capacity and risk. Model potential gains from reducing work in progress or improving allocation and test them with real portfolio data.
How it connects to FLEX
Form reviews the portfolio and baseline. Learn aligns decision-makers. Execute pilots governance changes. Expand extends practices that improve decisions and delivery oversight.
The shared Form method
Survey
Collect structured input across organizational levels and functions. Identify recurring concerns, perceptions, readiness, capabilities and improvement opportunities.
Interview
Speak with executives, managers, employees and relevant specialists about business goals, current practices, constraints and expectations.
Observe
Examine actual workflows, team interactions, decisions, handoffs and tools. Review representative performance data and relevant business records.
Analyze and Validate
Triangulate survey findings, interviews, observation and operational data. Identify root causes, validate conclusions with stakeholders and establish a reliable current-state baseline.
Recommend
Turn validated findings into actionable recommendations. Prioritize by business value, estimated cost, effort, risk, dependencies and supporting evidence.
Assessment deliverables
- Current-state assessment
- Organizational capability or readiness scorecard
- Validated findings and root causes
- Prioritized improvement opportunities
- Estimated benefits and explicit assumptions
- Actionable recommendations
- Implementation roadmap
- Proposed success measures