Portfolio Pathfinding
Unlock impact without breaking your portfolio.
Your journey from friction to flow awaits.
Start where you are
You don't have any other choice. As you make the project to product journey, you need to live in both worlds and support today's needs even as you enable the future.
Unfortunately, most operating model recommendations for technology portfolios come with a bunch of practices and don't consider how they fit with today's reality.
We'll help your portfolio team orient to your current world, identify the small improvement shifts you can make today, and prepare for the bigger lift to a new way of seeing your portfolio... without breaking it!
Accept reality
Work disconnected from value
Work and impact aren't connected. Order taking behavior abounds, and and people aren't motivated or engaged in pushing the business outcomes forward.
Tangled Dependencies
The portfolio and its systems are so interconnected that it seems like nothing ever moves. Even the smallest change requires dozens of teams.
No visibility to what's important
You can't find what's important among all the noise of the portfolio. Lots of reports, but reading yields no meaningful insights.
Overwhelming demand
Your demand far exceeds your capacity, even when there's money to pay for it. You can't trust your capacity management because it's built on a house of cards.
Advance your portfolio
Shaping Agility developed the Portfolio Pathfinding System to help you successfully navigate portfolio change. We recognized that the idealized, single-step transformation to product portfolios will leave your portfolio in shambles. Instead, we developed an accelerated, intentional version of the journey we’ve seen across companies.
Your portfolio cannot jump from a project portfolio to a product portfolio in a single step. Instead, you need to progress through the incremental portfolio business models, developing the organizational capabilities at each step that prepare you for the lift to the next.
Idealized
transformation
Reality
Portfolio Pathfinding System
Orient to your current reality with the six portfolio business models and map what matters with our multi-mapping approach to generate clarity and alignment across your leadership team.
Shift repeatedly to improve delivery and build the organizational capabilities needed for bigger changes using an extensive library of plays and shift tactics.
Lift your portfolio to the next portfolio business model and restore integrity across all functions to minimize the disruption caused by change.
How we help
Educate
Unlocking Portfolio Impact - Our marquee 8-week program supports change leaders in becoming mapmakers, navigators, and shapers using the OSL method, then supports their practice of the key skills each week in their company.
Core Portfolio Insights - Our 4-hour overview of the key concepts and techniques in the OSL method prepares a broad audience to join mapmaking and sensemaking sessions.
Guide
Portfolio Orientation Workshop - We facilitate the core multi-mapping and sensemaking workshop series to help you start your journey with clarity, alignment, and a practical roadmap of shifts to get you moving.
Change leadership mentoring - We provide a formal mentoring program to help individual change leaders apply the core concepts of the OSL method in their real environment.
Support
Executive advisory retainer - We provide safe, personal, invisible support when and how you need it as you confidently guide your company and portfolio through challenging shifts and lifts.
Ad-hoc support - We provide ongoing, on-demand support of your journey when desired. We believe companies must own their own change and transition, and we also recognize that everybody can benefit from an outside eye and thinking partner.
Interested?
Get in touch and we’ll set up an initial conversation to explore if the OSL method is a fit for you and your company.