workspace · optimise · version 1.0.0
Programme/portfolio prioritisation and dependency workspace
Compare initiatives, sequencing, constraints, and dependencies.
Use this tool to
Support transparent investment and sequencing discussions.
Prepare and use
Assemble comparable initiatives, value and effort evidence, capacity constraints, dependencies, and portfolio guardrails.
Privacy
Tool inputs stay in this browser unless you explicitly save them on this device or generate an output. Do not enter information you are not authorised to handle.
Working sequence
- Set the purpose, evidence boundary, accountable owner, and review cadence.
- Complete the fields from current evidence and make assumptions explicit.
- Use the result to support a review conversation, not as an automatic decision.
- Record the resulting action, decision, or next review date with the appropriate owner.
Inputs and method
Complete the fields below with evidence suitable for review. The tool structures the work; professional judgement remains necessary.
- Initiative
- Value score
- Effort or cost score
- Effort sensitivity (±%)Optional. Shows the ratio range if this effort estimate is lower or higher; it does not choose the priority.
- Confidence in evidence
- Dependency or constraint
- Capacity, policy, or timing constraint
- Scoring rationale
Fictional learning scenario: Use the labelled fictional example in the online tool as a learning starter; replace it with authorised local evidence.
Review and decision prompt
Which initiatives should start, continue, pause, sequence differently, or stop as a coherent investment mix?
Next action:Record the portfolio decision, displaced work, and review trigger for the next allocation cycle.
Common failure mode
Portfolio scoring is misleading when local scores are compared without common assumptions or dependency and capacity constraints.
Outputs
Supported outputs are generated from the current validated browser state: csv, xlsx, docx, print. Generated files should be reviewed before sharing or relying on them.
Related resources
Expose assumptions, constraints, and dependencies when comparing options.
Trust and limits
Scoring supports judgement and does not make investment decisions automatically.
- Ownership
- Strategica proprietary; user outputs remain yoursResource terms
- Review
- Approved 9/22/2026 · next review7/15/2027
- Accountable owner
- Strategica editorial
- Review state
- Strategica Institute owner review
- Change history
- Initial public release after owner review.
- Provenance
- strategica-original-resource-suite