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

1. Define unit boundaries and decision objective.
2. Select framework (BCG, GE/McKinsey, Ansoff, or combined).
3. Build weighted scoring model for attractiveness and competitive position.
4. Classify units into invest, hold, harvest, or exit buckets.
5. Allocate capital and capacity with explicit dependency checks.
6. Sequence growth moves with milestone-based checkpoints.

Ask-first questions

Ask up to 3 questions before mapping units:

1. What is the primary objective of this portfolio cycle?
2. Which constraints are binding (budget, talent, time, risk)?
3. 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:

1. Context
2. Decision or Recommendation
3. Analysis
4. Risks
5. Next Actions
6. 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