DESIGN A PORTFOLIO

Client Portfolio

Optimize a portfolio of client groups to gain better returns on investment.

MATRIX TYPE: Locked or Unlocked
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PROCESS

  1. Step 1: Define the common purpose in the upper left corner. Define a clear understanding of the common purpose (inspirational) and ultimate goal (aspirational).

  2. Step 2: Define the strategic objectives on the X-axis. These are the objectives an organization should aim to achieve in order to drive success. Strategic objectives should be well described, have no overlaps (Follow MECE principle) and include measurable with realistic targets.

  3. Step 3: Define the different client groups on the Y-axis. Plot each client group on the Y axis.

  4. Step 4: Define the client outcomes in alignment with the overall organizational objectives in the intersects.

  5. Step 5: Develop the goals for each client group within each intersect. In order to know if programs are successful we need to assess the current state and define the future state. Therefore, it is important to identify ONE clear goal for each project with a clear delivery roadmap as well as 2 or 3 KPIs with targets and actuals. It is critical that ownership for each outcome is defined.

  6. Step 6: Granulate business strategies to a sufficient level of detail. Most CPM objectives are at too high a level of abstraction and need to be broken down to the next level of the organization. Since speed is synonymous with granularity, the more granular and precise the product objectives are the better the understanding of client strategies will be. This will lead to increased success.

  7. Step 7: Cascade each intersect to the second level and breakdown the program into its key objectives. Plot the objectives across the X-axis.

  8. Step 8: Break the Client Group down into its functional areas and map them along the Y-axis of your 2nd level matrix.

  9. Step 9: Repeat step 5 in your second level matrices developing initiatives, KPIs and milestones.

TIPS & TRAPS

  • Focus on how the desired value is derived from each client group.

  • Be cognizant of how you group clients. Segments must have similar value based outcomes.

  • Start with a locked matrix.

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