Skill: linuszz/portfolio-matrix (version 1.0.0)

--- name: portfolio-matrix description: "Evaluate strategic options by NPV vs ease of implementation. Use for project prioritization, resource allocation, and strategic decision making." --- # Portfolio Matrix ## Metadata - **Name**: portfolio-matrix - **Description**: Strategic option evaluation by value vs ease - **Triggers**: portfolio matrix, NPV, prioritization, bubble chart, project evaluation ## Instructions Evaluate strategic options or projects using the Portfolio Matrix to prioritize resources. ## Framework ### The Matrix Dimensions | **X-Axis (Ease of Implementation)** | **Y-Axis (Net Present Value)** | |----------------------------------------|----------------------------------------| | **Hard** - Technical complexity, regulatory hurdles, significant disruption | **Low** - NPV < $1M, quick wins | | **Medium** | Some challenges, change management, moderate complexity | **Medium** - NPV $1-10M, standard projects | | **Easy** | Proven approach, clear path, minimal resistance | **High** - NPV > $10M, major initiatives | **Z-Axis Bubble Size:** Represents NPV magnitude (absolute value) ### The 2×2 Matrix ``` NPV (Y) HIGH │ Hard │ Medium │ Easy ┌───────────┼──────────────────┐ │ [B] │ [C] │ │ $10M │ $5M │ │ │ │ │ │ │ └────────────┼──────────────────┘ │ LOW ┌──────────────┼──────────────────┐ │ [A] │ [B] │ │ -$2M │ $15M │ │ │ │ └────────────┼──────────────────┘ ``` ### Quadrant Strategies | Quadrant | Strategy | Action | Resource Allocation | |-----------|----------------|------------------|-------------------| | **Hard + High NPV** | "Grand Slam" - Go big or go home | Fund fully | 💸💸💸 | | **Medium + High NPV** | "Strategic Build" - Invest for growth | Fund significantly | 💸💸 | | **Easy + High NPV** | "Cash Cow" | Harvest & fund growth | 📊💸💸 | | **Hard + Low NPV** | "Turnaround" | Fix and flip or exit | Reconsider or invest selectively | 🔴📊🔴 | | **Medium + Low NPV** | "Niche" | Low investment, focused scope | 📊📊📊 | ## Output Process 1. **Define options** - List all opportunities 2. **Establish criteria** - NPV, ease, strategic fit, risk 3. **Score each option** - Consistent methodology 4. **Create matrix** - Plot on 2×2 grid 5. **Analyze portfolio** - Balance of quadrants? 6. **Develop strategy** - Shift portfolio as needed 7. **Resource allocation** - Match capital to priorities ## Output Format ``` ## Portfolio Analysis: [Subject] ### Option Evaluation | Option | NPV | Ease | Strategic Fit | Risk | Score | Priority | Strategy | |---------|------|------|----------------|--------|----------|-----------| | [Option A] | $X M | Hard | High | Low | 8/10 | Top | 💸💸💸 | | [Option B] | $Y M | Medium | High | Medium | 6/10 | High | 💸💸💸 | | [Option C] | $Z M | Easy | High | Medium | 7/10 | High | 📊💸💸 | | [Option D] | $W M | Easy | Medium | High | 5/10 | Medium | 📊📊📊 | ### Portfolio Matrix ``` HIGH NPV LOW ┌──────────────┼──────────────────┐ │ │ │ Hard │ Medium │ Easy ┌───────┼──────────┬─────────┐ │ ┌───────┼──────────┬─────────┐ │ [A] │ [B] │ │ [C] │ │ [D] │ │ $10M │ $5M │ │ $15M │ │ $25M │ │ └────────┼──────────┴─────────┘ │ └────────┼──────────┴─────────┘ │ └────────┼──────────┴─────────┘ │ NPV (Y) HIGH ┌──────────────┼──────────────────┐ │ │ │ Medium │ Easy ┌───────┼──────────┬─────────┐ │ ┌───────┼──────────┬─────────┐ │ [B] │ [C] │ │ [D] │ │ [D] │ │ $5M │ $15M │ │ $25M │ │ $20M │ │ └────────┼──────────┴─────────┘ │ └────────┼──────────┴─────────┘ │ └────────┼──────────┴─────────┘ ``` ### Portfolio Balance | Quadrant | Count | % NPV | % Resources | Strategy | |-----------|---------|---------|-------------|--------------| | Top-Left | X | Y% | Z% | 💸💸💸 | Aggressive | | Top-Right | Y | Y% | Z% | 📊💸💸 | Growth | | Bottom-Left | Z | W% | V% | 🔴📊🔴 | Defensive | | Bottom-Right | W | W% | V% | 📊📊📊 | Harvest | ### Resource Allocation | Priority | Allocated Capital | % of Budget | Projects | |----------|----------------|----------------|-------------------| | 1 (Grand Slam) | $X M | 40% | [A] | [List] | | 2 (Strategic Build) | $Y M | 30% | [B,C] | [List] | | 3 (Cash Cow) | $Z M | 20% | [C,D] | [List] | | 4 (Hold/Review) | $V M | 10% | Low | [List] | ### Strategic Recommendations 1. **[Recommendation 1]** - [Description] 2. **[Recommendation 2]** - [Description] --- ### Risk Assessment | Risk | Option | Probability | Impact | Mitigation | |------|---------|----------|-------------|------------| | [Risk 1] | [Option A] | X% | High | [Action] | | [Risk 2] | [Option B] | Y% | Medium | [Action] | ``` ## Tips - Use consistent scoring - make criteria explicit - NPV is not everything - consider strategic value - Ease estimates are subjective - validate with implementation plans - Portfolio needs balance - all four quadrants - Update matrix regularly - as conditions change - Use multiple criteria beyond just NPV - Size bubbles to show value magnitude ## References - Various project management and strategic decision frameworks - Various MBA and executive education sources


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