Questionnaire for Portfolio Management

Briefly describe your business.

Specify a name, industry or branch, purpose, business idea, mission, the number of customers, and time since the establishment

How many persons are directly involved in your business, both operational and development?

Number of employees and long-term consultants

Briefly describe the person or persons who have the business-responsibility for your portfolio?

Number of persons, roles, authority, etcetera

Briefly describe the person or persons who own the business relation with major vendors and have control of the incentive model for vendors?

Is there a portfolio strategy, tactics, and objectives for your portfolio?

Do you do a continuous evaluation of the life span of your products when it comes to market shares and market growth?

What is the normal time frame for your business plans?

Are you using OKR, SMART, or any other template to define measurable objectives?

What is the average lead time for getting a Business Initiative out in the market?

What is the average lead time between full technical integrations of your solutions?

Is your business dependent on any strategic alliances with external partners?

What kind of business benefits are you measuring?

What is the current distribution of means for your investment horizons?

Is it within your control to fund any separate organization to develop your future business and have you taken any such initiative?