Portfolio Reviews

Overview

Portfolio reviews are the forum where leaders decide which initiatives to fund, accelerate, pause, or stop. This page provides a structure for effective reviews and clear decision frameworks.

Who this is for

• Executive
• Admin
• End User

Prerequisites

• Portfolio dashboard populated with active initiatives.
• Pre-agreed scoring criteria.
• Calendar invite for the review meeting with required attendees.

Step-by-step instructions

1. Prepare the review pack

1. One week before the meeting, export the Portfolio Dashboard.
2. Include: initiative list, health scores, cumulative value, and resource consumption.
3. Distribute the pack with a pre-read request.

2. Run the review meeting

1. Opening (5 min): Remind attendees of the strategic priorities.
2. Health check (20 min): Review amber and red initiatives. Owners explain recovery plans.
3. Value deep dive (20 min): Examine top three value contributors and bottom three underperformers.
4. Re-prioritization (10 min): Apply the decision framework.
5. Actions (5 min): Assign owners and deadlines for every decision.

3. Apply a decision framework

Use the RICE scoring model adapted for value management:

Factor	Question	Score
Reach	How many stakeholders benefit?	1–10
Impact	What is the expected financial or strategic value?	1–10
Confidence	How certain is the evidence?	1–10
Effort	What is the remaining cost and timeline?	1–10 (inverse)

Sort initiatives by (Reach × Impact × Confidence) / Effort. Fund the top until budget is consumed.

4. Document decisions

1. For every initiative, record the decision: Continue, Accelerate, Pause, or Stop.
2. Update the initiative status in ValuePact immediately.
3. Add a comment explaining the rationale for audit purposes.

5. Communicate outcomes

1. Send a summary email within 24 hours.
2. Update the Portfolio Dashboard filters to reflect new priorities.
3. Schedule follow-up checkpoints for paused or stopped initiatives.

Permissions required

Role	Permission	Scope
Executive	Update portfolio status	Organization
Admin	Configure portfolio views	Organization
User	Update initiative status	Own initiatives

Limits and guardrails

• Limit Initiatives per portfolio review: 30.
• Limit Custom scoring fields: 10.
• Limit Decision comments: 2,000 characters.

Troubleshooting

Issue: Reviews become status updates with no decisions

Cause: The forum lacks a clear decision framework, or attendees are not empowered to reallocate resources. Resolution: 1. Pre-circulate the scoring model. 2. Require finance or the value office to attend. 3. Time-box each section and enforce it.

Issue: Stopped initiatives restart without approval

Cause: There is no gate preventing reactivation. Resolution: 1. Add a workflow rule requiring executive approval to move from Stopped to Draft. 2. Monitor audit logs for unauthorized reactivations.

Related pages

• Reporting Cadence
• Executive Adoption
• Governance

Escalation path

Severity	Condition	Contact
General	Portfolio review facilitation	Customer Success Manager
Urgent	Dispute over scoring or re-prioritization	support@valuepact.ai