Cxo advisor portfolio and value product set
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The document outlines steps for driving value from a portfolio using the 3 Role Model (3RMTM). [1] Step 1 is to assign strategic initiatives to the 3RMTM to ensure proper resourcing of the strategy. [2] Step 2 is to use the Right of WayTM tool to prioritize initiatives aligned with strategic objectives. [3] Step 3 is to apply the strategic cone to allow for active change to strategies based on learning and use the value register to track changing costs, priorities, and value over time.
Cxo advisor portfolio and value product set
- 1. CXO Portfolio management and value realisation ADVISOR Portfolio / value Steps in driving value Benefits pain points Step 1 Step 2 • We have a plan, now Ensure you are resourcing • The 3RM™ makes Assign strategic initiatives to the 3 Role Model™ how do we implement your strategy properly sense of strategies it for early value? • The 3RM™ shows • Are we resourcing resourcing our strategy? constraints / gaps • What initiatives • Focuses on value – should we work on in small steps first? Or? • Prioritisation • How do we compare aligned with your apples with monkeys? strategic objectives (Different initiatives • Rigorous & fair with very different Step 3 prioritisation objectives) • The strategic cone Use the Right of • How do we make sure allows for active Way™ tool to Step 4 our strategy prioritise v change to implementation is Apply the strategic cone strategies / costs / responsive to benefits change/learning? • The value register • How do we ensure tracks changing that what we do is costs / priorities / aligned with value organisational • Value register objectives? completes the loop • How do we ensure between costs and existing initiatives are return still strategically Step 5 • The process uses valid? agile principles • How do we ensure we Run a Value • There are tools to achieve our value register help on each step targets? of the way
- 2. CXO ADVISOR v