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Portfolio governance + decision cadence to reduce execution churn

PMO / product ops / delivery leads • Cross-industry • 3 weeks

Stabilized priorities with a weekly decision cadence and simple portfolio artifacts.

Snapshot

Services

  • Operating Model

Deliverables

  • Portfolio board structure + reporting template
  • Weekly decision cadence agenda + decision log
  • Escalation rules and timeboxes
  • Monthly planning review template
  • Operating agreements for priority changes

Context

  • Engagement: 3-week governance cadence implementation
  • Timeline: 3 weeks
  • Client: PMO / product ops / delivery leads
  • Industry: Cross-industry
  • Multiple teams competed for capacity with limited shared visibility
  • Decisions looped due to unclear inputs, owners, and timeboxes
  • Needed a lightweight cadence that improved focus without slowing delivery

Constraints

  • Portfolio view had to be simple enough to keep current weekly
  • Decision forums needed clear inputs/outputs to avoid meeting sprawl
  • Priority changes required rules to protect in-flight commitments

Challenge

Teams were busy but progress was unclear: decisions looped, priorities changed mid-sprint, and leadership lacked a shared view of tradeoffs.

How we worked

  • Created a single portfolio view to make tradeoffs visible and comparable
  • Implemented a weekly decision cadence with explicit inputs/outputs
  • Defined escalation rules and timeboxes to prevent decision drift
  • Added a monthly review to align planning with outcomes

What we did

  • Defined a single portfolio view (work in progress, blockers, tradeoffs)
  • Implemented weekly decision meeting with clear inputs/outputs
  • Created escalation rules and timeboxes for decisions
  • Introduced a monthly planning review tied to outcomes

Outcomes

  • Mid-cycle priority changes: ↓ ~30% in first 6 weeks
  • Decision turnaround: ↓ from ~10 days to ~3 days
  • Progress visibility: Established (single portfolio view)

Proof

  • Portfolio reporting template (single view of WIP, blockers, tradeoffs)
  • Weekly decision cadence agenda + decision log (redaction-safe)
  • Priority change rules and timeboxes (operating agreement)

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