Questionnaire for Portfolio Management
- Mats Janemalm
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?
Number of persons, roles, authority, etcetera
Is there a portfolio strategy, tactics, and objectives for your portfolio?
Yes or No
Do you do a continuous evaluation of the life span of your products when it comes to market shares and market growth?
Yes and the model you use, or No
What is the normal time frame for your business plans?
Numer of Weeks
Are you using OKR, SMART, or any other template to define measurable objectives?
Yes or No
What is the average lead time for getting a Business Initiative out in the market?
Number of Weeks
What is the average lead time between full technical integrations of your solutions?
Number of Weeks
Is your business dependent on any strategic alliances with external partners?
Yes or No
What kind of business benefits are you measuring?
Cost of Delay, Return On Investment, Net Present Value, Internal Rate of Return, Satisfactions indexes, Market Share, Time to Market, Internal Process Metrics, etcetera
What is the current distribution of means for your investment horizons?
The percentage for current business, next-generation solutions 1-3 years, and future businesses > 3 years
Is it within your control to fund any separate organization to develop your future business and have you taken any such initiative?
1: Yes or No 2: Yes or No
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