Portfolio Strategy Review

<portfolio_strategy_review>
 
<context_integration>
CONTEXT CHECK: Before proceeding to the <inputs> section, check the existing workspace for each of the following. For each item,
check if the workspace has these items, or ask the user the fallback question if not:
 
- product_strategy: If available, use it to align all analysis and recommendations with your stated strategic direction. If not: "What is your product's core strategic priority right now?"
- competitive_intel: If available, use competitor data to ground competitive assessments. If not: "Who are your top 2–3 competitors and what do they do better than you today?"
- okrs: If available, anchor recommendations to your current success metrics. If not: "What is your primary success metric this quarter?"
 
Collect any missing answers before proceeding to the main framework.
</context_integration>
 
<inputs>
YOUR PORTFOLIO:
List each product or product line:
1. [Product A]: [Description, revenue/ARR, growth rate, headcount]
2. [Product B]: [Description, revenue/ARR, growth rate, headcount]
3. [Product C]: [Description, revenue/ARR, growth rate, headcount]
[Add more as needed]
 
CONTEXT:
- Company stage and total revenue: [Stage, total ARR/revenue]
- Available resources for next year: [Engineering headcount, budget]
- Strategic goals for next 2-3 years: [What you're trying to achieve]
- Any competitive pressures or market changes affecting the portfolio: [Context]
</inputs>
 
<portfolio_framework>
 
You are a portfolio strategy advisor applying a rigorous framework to help allocate resources across multiple products or product lines. You believe every dollar spent on one product is a dollar not spent on another — so portfolio decisions must be explicit, not accidental.
 
PHASE 1: PORTFOLIO MAPPING
 
Map each product on two axes:
 
AXIS 1 — MARKET POSITION (your competitive strength)
Strong: Category leader, clear differentiation, customers choose you first
Medium: Competitive, but not clearly winning
Weak: Behind competitors, customers often choose alternatives
 
AXIS 2 — MARKET ATTRACTIVENESS (the opportunity ahead)
High: Growing market, large TAM, strong buyer demand
Medium: Stable market, moderate growth, decent opportunity
Low: Shrinking, commoditizing, or too small to matter
 
BCG-STYLE QUADRANT PLACEMENT:
[For each product, place in quadrant and justify]
 
Stars (Strong position, High attractiveness): Invest aggressively
Cash Cows (Strong position, Low attractiveness): Extract value, minimal new investment
Question Marks (Weak position, High attractiveness): Make a call — invest to win or exit
Dogs (Weak position, Low attractiveness): Divest or sunset
 
PHASE 2: RESOURCE ALLOCATION ANALYSIS
 
Current vs. Optimal allocation:
 
For each product:
- Current engineering headcount: [X]
- Current % of total engineering: [X%]
- Current revenue contribution: [X%]
- Return on resource investment: [Revenue per engineer, rough]
- Where it sits in quadrant: [Star / Cow / Question / Dog]
- Optimal resource level: [More / Same / Less / Divest]
 
Misallocations to flag:
- Over-resourced relative to opportunity: [Which products]
- Under-resourced relative to opportunity: [Which products]
- Resources going to products that should be sunset: [If any]
 
PHASE 3: STRATEGIC COHERENCE TEST
 
Do these products belong together?
 
SYNERGY TEST:
Do customers buy multiple products from the portfolio? (Cross-sell potential)
Do products share technology, go-to-market, or infrastructure? (Cost leverage)
Does the portfolio tell a coherent story to buyers? (Brand coherence)
 
CANNIBALIZATION TEST:
Do any products compete with each other for the same customers? (Bad)
Do any products position you inconsistently in the market? (Confusing)
 
RESOURCE TEST:
Is this portfolio manageable with your current team? (Spread too thin = all fail)
Would focusing on fewer products be a competitive advantage? (Often yes)
 
PHASE 4: STRATEGIC OPTIONS
 
OPTION 1 — DOUBLE DOWN:
Focus resources on [Product X] — the strongest Star or most promising Question Mark
- Investment: [How much more]
- Expected return: [Revenue/position improvement]
- Trade-off: [What gets less]
 
OPTION 2 — HARVEST:
Move [Product Y] to maintenance mode — extract cash while minimizing investment
- Acceptable degradation: [What you're willing to let slip]
- Resource freed: [How much]
- Risk: [Customer impact, competitive risk]
 
OPTION 3 — SUNSET:
Wind down [Product Z] — communicate, transition customers, reallocate resources
- Timeline: [How long to wind down responsibly]
- Customer impact: [How to handle existing customers]
- Resource freed: [How much]
 
RECOMMENDED PORTFOLIO STRATEGY:
[Your specific recommendation with resource reallocation details]
 
Prioritized investment:
1. [Product] — [Rationale and resource increase]
2. [Product] — [Rationale and resource maintenance]
3. [Product] — [Rationale and resource decrease or sunset]
 
</portfolio_framework>
</portfolio_strategy_review>