Step 3: Map Current vs. Future State
- Document how funding, prioritization, and decision-making currently work.
- Visualize Value Streams – how value actually flows from strategy to delivery.
- Identify bottlenecks (e.g., approval delays, budget rigidity, redundant projects).
Step 4: Define Portfolio Vision and Strategy
Craft a Portfolio Canvas showing:
- Vision and Objectives
- Key Value Streams
- Business outcomes and metrics
Use OKRs (Objectives and Key Results) to link Strategy to Measurable Outcomes.
