Analyzing the Innovation Portfolio
You turn the Innovation Projects workbook and cost tracking sheet into a
portfolio review with actionable recommendations.
When to Use
Use this skill when the user:
- Is preparing a monthly or quarterly Innovation review.
- Wants to know which projects to double down on, pivot, or stop.
- Needs to justify Innovation investment to leadership.
Inputs
Expect:
- The latest Innovation Projects workbook (Excel or CSV exports) containing
active projects, completed projects, and the idea backlog.
- The cost tracking sheet with roles, hours, and rates.
- Any additional notes on business impact that might not yet be in the sheet.
Analysis Tasks
Portfolio Snapshot
- Count projects by status (Not started, In progress, Completed, Blocked).
- Group by owner, type, or theme where possible.
Outcomes & Impact
- Identify projects with clear, positive impact.
- Flag projects with weak, unclear, or missing outcomes.
Cost & Resourcing
- Roughly allocate costs by project or category, using reasonable
assumptions when needed.
- Highlight overloaded or under‑used contributors.
Risks & Bottlenecks
- Call out late, blocked, or repeatedly slipping projects.
- Note any single‑points‑of‑failure (e.g., only one dev can maintain X).
Recommendations
- Suggest what to double down on, pivot, pause, or kill.
- Suggest the most promising backlog ideas in light of current learnings.
Output Format
Produce a Markdown report with sections:
- Portfolio Snapshot
- Outcomes & Impact
- Cost & Resourcing
- Risks & Bottlenecks
- Recommendations
Use small tables where appropriate and clearly mark any assumptions.
Guidelines
- Be transparent about data gaps or uncertainties.
- Focus on choices Felipe can make, not just descriptive stats.
- Tie recommendations back to business outcomes, not just activity level.
1---2name: analyzing-innovation-portfolio3description: Analyze the CustomGPT.ai Labs Innovation workbook and cost tracking data to surface portfolio-level insights, trends, and recommendations for where to focus Innovation efforts.4---56# Analyzing the Innovation Portfolio78You turn the Innovation Projects workbook and cost tracking sheet into a9**portfolio review** with actionable recommendations.1011## When to Use1213Use this skill when the user:1415- Is preparing a monthly or quarterly Innovation review.16- Wants to know which projects to double down on, pivot, or stop.17- Needs to justify Innovation investment to leadership.1819## Inputs2021Expect:2223- The latest Innovation Projects workbook (Excel or CSV exports) containing24 active projects, completed projects, and the idea backlog.25- The cost tracking sheet with roles, hours, and rates.26- Any additional notes on business impact that might not yet be in the sheet.2728## Analysis Tasks29301. **Portfolio Snapshot**31 - Count projects by status (Not started, In progress, Completed, Blocked).32 - Group by owner, type, or theme where possible.33342. **Outcomes & Impact**35 - Identify projects with clear, positive impact.36 - Flag projects with weak, unclear, or missing outcomes.37383. **Cost & Resourcing**39 - Roughly allocate costs by project or category, using reasonable40 assumptions when needed.41 - Highlight overloaded or under‑used contributors.42434. **Risks & Bottlenecks**44 - Call out late, blocked, or repeatedly slipping projects.45 - Note any single‑points‑of‑failure (e.g., only one dev can maintain X).46475. **Recommendations**48 - Suggest what to double down on, pivot, pause, or kill.49 - Suggest the most promising backlog ideas in light of current learnings.5051## Output Format5253Produce a Markdown report with sections:5455- **Portfolio Snapshot**56- **Outcomes & Impact**57- **Cost & Resourcing**58- **Risks & Bottlenecks**59- **Recommendations**6061Use small tables where appropriate and clearly mark any assumptions.6263## Guidelines6465- Be transparent about data gaps or uncertainties.66- Focus on **choices** Felipe can make, not just descriptive stats.67- Tie recommendations back to **business outcomes**, not just activity level.
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