02 — Capability · BC-510.20
Portfolio Planning & Investment
Shape the whole set of offerings as one portfolio, allocating money and people to the mix that best serves the strategy rather than to whichever product shouts loudest.
- Product Portfolio Management
- Offering Mix Planning
In scope
- Portfolio structure and how offerings relate to each other
- Investment allocation across new and existing products
- Business case review for new offerings and major extensions
- Portfolio balance across growth and maturity stages
Out of scope
- Enterprise-wide project and program portfolio (see BC-180)
- Capital budgeting mechanics (see BC-220)
Realized by · 0
- No product in the catalog yet.
Used in · 1
Build it · 0
- Nothing in the library points here yet.
Decomposes into · 4
- BC-510.20.10Portfolio StructuringOrganize offerings into lines, families and tiers so overlap is visible and gaps are intentional.
- BC-510.20.20Investment AllocationDecide how much of the product budget each offering and initiative receives, and revisit the split as evidence arrives.
- BC-510.20.30Product Business CaseBuild and review the case for a new product or major extension, including the assumptions that would have to hold for it to pay off.
- BC-510.20.40Portfolio Balance ReviewCheck the portfolio for concentration, aging and dependence on a few offerings, and act before the balance becomes a problem.