SPM - Assessment & Strategy Development

We assess the current state of Strategic Portfolio Management, analyzing governance, decision-making frameworks, and technological readiness. Based on this, we develop a tailored roadmap that aligns portfolio management practices with business objectives.

Business Problem

Organizations struggle with fragmented demand and portfolio management, leading to inefficiencies, misaligned investments, and unclear decision-making. There’s often a lack of structured governance, making it difficult to prioritize and execute strategic initiatives.

Pre-Conditions

Basic project and demand management processes exist.
Leadership buy-in for portfolio optimization.
Willingness to improve governance models.

Common Pitfalls

Lack of executive sponsorship
Misalignment between IT and business priorities
Overly complex initial implementations that delay value realization
Undefined success metrics leading to unclear outcomes.

Value Journey

SmartStart: Identify sources of incoming work and the need for basic governance. Define an initial SPM roadmap with a focus on work intake and project execution.
Walk: Assess how standardized demand and project management processes are working. Identify gaps in governance, siloed decision-making, and resource allocation challenges.
Run: Evaluate how hybrid portfolio management and agile practices interact. Ensure strategic alignment between IT and business as IT shifts towards a strategic enabler.
Fly: Assess the effectiveness of enterprise agile, business strategy execution, and value stream management. Ensure business and IT operate as a unified entity.

Service Offering

SmartStart: Conduct workshops and discovery sessions to assess current SPM practices, identifying gaps and opportunities. Provide a high-level roadmap focusing on quick wins in demand and project management.
Walk: Perform detailed assessments of governance, project management, and resource allocation. Develop a structured prioritization framework to support strategic decision-making.
Run: Evaluate how hybrid work models and agile transformation interact with portfolio governance. Define a scalable SPM roadmap aligned with enterprise goals.
Fly: Conduct enterprise-wide SPM strategy workshops, analyzing agile business execution and value stream alignment. Develop a long-term strategic planning framework integrating AI-based analytics.

Why Capture?

Deep Industry Knowledge – We have 15+ years of experience assessing and designing strategic portfolio solutions for organizations at all maturity levels.
Tailored Approach – Our assessments are not generic; we provide customized insights and practical recommendations based on your specific needs.
Actionable Strategy – We don't just assess—we equip you with a clear, step-by-step strategy that ensures measurable improvements in portfolio execution.