# Lerianstudio Ring Portfolio Planning > Portfolio Planning Skill - Skill: `tomevault-io/lerianstudio-ring-portfolio-planning` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add tomevault-io/lerianstudio-ring-portfolio-planning` - Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/lerianstudio-ring-portfolio-planning/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: tomevault-io (https://skillmd.com/u/tomevault-io) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/tomevault-io/lerianstudio-ring-portfolio-planning --- # Portfolio Planning Skill Strategic portfolio planning for multi-project coordination and optimization. ## Purpose This skill provides a systematic approach to: - Assess current portfolio health - Evaluate strategic alignment - Plan portfolio composition - Optimize resource allocation across projects - Balance risk across portfolio --- ## Prerequisites Before starting portfolio planning, ensure: | Prerequisite | Required For | Source | |--------------|--------------|--------| | Project list | Portfolio scope | Project registry | | Strategic objectives | Alignment scoring | Strategy documents | | Resource availability | Capacity planning | Resource planner | | Budget constraints | Financial planning | Finance team | --- ## Portfolio Planning Gates ### Gate 1: Portfolio Inventory **Objective:** Create complete picture of current portfolio **Actions:** 1. List all active projects 2. Capture status of each project 3. Document resource allocations 4. Identify dependencies **Output:** `docs/pmo/{date}/portfolio-inventory.md` **Checklist:** - [ ] All active projects listed - [ ] Status captured (Green/Yellow/Red) - [ ] Resources identified per project - [ ] Dependencies documented --- ### Gate 2: Strategic Alignment Assessment **Objective:** Evaluate how each project aligns with strategic objectives **Actions:** 1. Map projects to strategic objectives 2. Score alignment (1-5 scale) 3. Identify orphan projects (no strategic link) 4. Flag misaligned projects **Alignment Scoring:** | Score | Meaning | |-------|---------| | 5 | Directly enables strategic objective | | 4 | Strongly supports strategic objective | | 3 | Moderately supports strategy | | 2 | Weak strategic connection | | 1 | No clear strategic value | **Output:** `docs/pmo/{date}/strategic-alignment.md` --- ### Gate 3: Capacity Assessment **Objective:** Understand portfolio capacity constraints **Actions:** 1. Aggregate resource demand across projects 2. Compare to available capacity 3. Identify over/under allocation 4. Document skill gaps **Dispatch:** `resource-planner` for detailed analysis **Output:** `docs/pmo/{date}/capacity-assessment.md` --- ### Gate 4: Risk Portfolio View **Objective:** Aggregate and correlate risks across portfolio **Actions:** 1. Collect project-level risks 2. Identify correlated risks 3. Assess portfolio risk exposure 4. Plan portfolio-level mitigations **Dispatch:** `risk-analyst` for detailed analysis **Output:** `docs/pmo/{date}/portfolio-risks.md` --- ### Gate 5: Portfolio Optimization **Objective:** Recommend portfolio changes for optimal value delivery **Actions:** 1. Analyze portfolio balance (run/grow/transform) 2. Identify optimization opportunities 3. Recommend project prioritization 4. Propose resource reallocation **Optimization Criteria:** | Criterion | Weight | Description | |-----------|--------|-------------| | Strategic value | 30% | Alignment with objectives | | Resource efficiency | 25% | Resource utilization optimization | | Risk balance | 20% | Portfolio risk distribution | | Dependencies | 15% | Dependency health | | Timeline | 10% | Schedule alignment | **Output:** `docs/pmo/{date}/portfolio-recommendations.md` --- ## Anti-Rationalization Table See [shared-patterns/anti-rationalization.md](../shared-patterns/anti-rationalization.md) for universal anti-rationalizations. ### Portfolio-Specific Anti-Rationalizations | Rationalization | Why It's WRONG | Required Action | |-----------------|----------------|-----------------| | "We know our portfolio well" | Familiarity breeds blind spots. Fresh analysis required. | **Complete full inventory** | | "All projects are strategic" | If everything is strategic, nothing is. Differentiation required. | **Score alignment objectively** | | "Capacity is fine, teams said so" | Self-reported capacity often optimistic. Validation required. | **Verify with utilization data** | | "Risk aggregation is overkill" | Portfolio risk > sum of project risks. Correlation matters. | **Aggregate and correlate risks** | --- ## Pressure Resistance See [shared-patterns/pressure-resistance.md](../shared-patterns/pressure-resistance.md) for universal pressure scenarios. ### Portfolio-Specific Pressures | Pressure Type | Request | Agent Response | |---------------|---------|----------------| | "Just add this project, it's approved" | "Approval ≠ capacity. Portfolio impact assessment required before adding." | | "Don't question the strategic projects" | "All projects require alignment verification. No exemptions for labeled 'strategic' projects." | | "We don't have time for full planning" | "Incomplete planning causes downstream delays. Completing full planning cycle." | --- ## Blocker Criteria - STOP and Report **ALWAYS pause and report blocker for:** | Situation | Required Action | |-----------|-----------------| | Portfolio capacity exceeded by >20% | STOP. Report overload. Wait for prioritization decision. | | Strategic objectives unclear | STOP. Cannot score alignment. Request strategy clarification. | | Resource data unavailable | STOP. Cannot assess capacity. Request resource information. | | Multiple high-risk projects correlated | STOP. Report compound risk. Wait for risk mitigation decision. | ### Cannot Be Overridden **The following requirements are NON-NEGOTIABLE:** | Requirement | Cannot Override Because | |-------------|------------------------| | **Complete portfolio inventory** | Hidden projects distort capacity and priority | | **Strategic alignment scoring** | Unscored projects cannot be prioritized | | **Capacity validation** | Assumed capacity leads to overcommitment | | **Risk aggregation** | Portfolio risk > sum of project risks | | **Stakeholder input** | Decisions without stakeholder input fail adoption | **If user insists on violating these:** 1. Escalate to orchestrator 2. Do NOT proceed with incomplete planning 3. Document the request and your refusal --- ## Severity Calibration When assessing portfolio issues: | Severity | Criteria | Examples | |----------|----------|----------| | **CRITICAL** | Portfolio viability at risk | >50% projects red, capacity exceeded by >30%, strategic misalignment | | **HIGH** | Significant portfolio impact | Multiple correlated risks, key project failing, major resource gaps | | **MEDIUM** | Optimization needed | Imbalanced portfolio, moderate resource pressure, minor misalignment | | **LOW** | Minor improvements possible | Process refinements, template improvements, minor optimization | **Report ALL severities. Escalate CRITICAL immediately. Address HIGH this week.** --- ## Output Format ### Portfolio Status Summary ```markdown # Portfolio Status Summary - [Date] ## Portfolio Overview | Metric | Value | Status | |--------|-------|--------| | Active Projects | N | - | | Total Investment | $X | - | | Capacity Utilization | X% | Green/Yellow/Red | | Portfolio Risk Score | X/10 | Green/Yellow/Red | ## Strategic Alignment | Objective | Projects | Coverage | |-----------|----------|----------| | [Objective 1] | [List] | X% | | [Objective 2] | [List] | X% | ## Health Summary | Status | Count | Projects | |--------|-------|----------| | Green | N | [List] | | Yellow | N | [List] | | Red | N | [List] | ## Recommendations 1. [Recommendation with rationale] 2. [Recommendation with rationale] ## Decisions Required 1. [Decision needed with options] 2. [Decision needed with options] ``` --- ## Execution Report Base metrics per [shared-patterns/execution-report.md](../shared-patterns/execution-report.md): | Metric | Value | |--------|-------| | Analysis Date | YYYY-MM-DD | | Scope | [Portfolio name/scope] | | Duration | Xh Ym | | Result | COMPLETE/PARTIAL/BLOCKED | ### Portfolio-Specific Details | Metric | Value | |--------|-------| | projects_reviewed | N | | capacity_utilization | X% | | strategic_alignment_avg | X.X/5 | | recommendations_count | N | --- ## When Portfolio Planning Is Not Needed MUST: Portfolio planning is minimal only when ALL conditions are met: | Condition | Verification | |-----------|-------------| | Recent planning exists (<30 days) | Reference existing portfolio plan | | No new projects proposed | Verify no intake requests pending | | No significant changes | Confirm no budget/resource/strategy changes | | All projects on track (Green) | Verify no Yellow/Red status | **MUST: Full portfolio planning REQUIRED for the following conditions:** | Condition | Why Required | |-----------|-------------| | New project intake request | Must assess impact on portfolio | | Quarterly/annual planning cycle | Regular planning cadence required | | Strategic objectives changed | Alignment must be re-assessed | | Resource constraints identified | Prioritization decisions needed | | Multiple projects Yellow/Red | Intervention and rebalancing required | **MUST: When in doubt, refresh the portfolio plan. Stale portfolio plans cause misaligned investments.** --- > Converted and distributed by [TomeVault](https://tomevault.io/claim/lerianstudio) — claim your Tome and manage your conversions.