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v CXO A D V I S O R Portfolio management and value realisation Portfolio / value pain points • We have a plan, now how do we implement it for early value? • Are we resourcing our strategy? • What initiatives should we work on first? • How do we compare apples with monkeys? (Different initiatives with very different objectives) • How do we make sure our strategy implementation is responsive to change/learning? • How do we ensure that what we do is aligned with organisational objectives? • How do we ensure existing initiatives are still strategically valid? • How do we ensure Steps in driving value Benefits The 3RM™ makes sense of strategies The 3RM™ shows resourcing constraints / gaps Focuses on value – in small steps Prioritisation aligned with your strategic objectives Rigorous & fair prioritisation The strategic cone allows for active change to strategies / costs / benefits The value register tracks changing costs / priorities / value Value register completes the loop between costs and return The process uses agile principles There are tools to help on each Assign strategic initiatives to the 3 Role Model™ Ensure you are resourcing your strategy properly Use the Right of Way™ tool to prioritise Run a Value register Step 5 Step 3 Step 4 Step 1 Step 2 Apply the strategic cone Or?

Cxo advisor portfolio and value product set

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Page 1: Cxo advisor portfolio and value product set

v

CXOA D V I S O R

Portfolio management and value realisation

Portfolio / value pain points

• We have a plan, now how do we implement it for early value?

• Are we resourcing our strategy?

• What initiatives should we work on first?

• How do we compare apples with monkeys? (Different initiatives with very different objectives)

• How do we make sure our strategy implementation is responsive to change/learning?

• How do we ensure that what we do is aligned with organisational objectives?

• How do we ensure existing initiatives are still strategically valid?

• How do we ensure we achieve our value targets?

Steps in driving value Benefits

• The 3RM™ makes sense of strategies

• The 3RM™ shows resourcing constraints / gaps

• Focuses on value – in small steps

• Prioritisation aligned with your strategic objectives

• Rigorous & fair prioritisation

• The strategic cone allows for active change to strategies / costs / benefits

• The value register tracks changing costs / priorities / value

• Value register completes the loop between costs and return

• The process uses agile principles

• There are tools to help on each step of the way

Assign strategic initiatives to the 3 Role Model™ Ensure you are resourcing your strategy properly

Use the Right of Way™ tool to

prioritise

Run a Value register

Step 5

Step 3

Step 4

Step 1 Step 2

Apply the strategic cone

Or?

Page 2: Cxo advisor portfolio and value product set

v

CXOA D V I S O R