Frameworks

portfolio / delivery / prioritisation

Portfolio 5S

Sort, set in order, shine, standardise and sustain the initiative portfolio.

Purpose

Create a portfolio that leaders can understand, maintain and act on. Remove stale initiatives, clarify ownership and build a routine that keeps the view useful.

When to use

  • The initiative list has become cluttered or outdated.
  • Leaders cannot see priorities, ownership or capacity clearly.

What you get

  • A five-stage portfolio review checklist.
  • Portfolio hygiene standards and a recurring review cadence.

Interactive workspace

Open tools / your team's context

Local workspace

Portfolio 5S workspace

Editable local examples, not industry benchmarks.

Loading local workspace

Initiatives
1
Missing owner
1
Never reviewed
1

Example: customer reporting

Free to use and adapt with attribution to Momentup Consulting under Creative Commons Attribution 4.0 (CC BY 4.0). Read the licence.

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