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Portfolio Strategy

An evidence-based framework for deciding what to fund, hold, harvest, or exit across business lines, products, and markets.

Docs & OfficeIntermediate★ 128⑂ 20AI score 6/10Last updated: Aug 29, 2026

What it does

  • Scores each business line on two axes — market attractiveness and right to win — producing four postures: fund properly, avoid the attractive-but-unwinnable trap, harvest for cash, or exit.
  • Forces judgment on marginal return ("what does the next dollar do here versus elsewhere") rather than absolute size, and surfaces hidden cross-subsidies between strong and weak lines.
  • Supplies a clean exit test — knowing what we know now, would we start this today? — plus practical exit planning around customer commitments, employees, and contracts.
  • Sets review discipline: identical evidence for every line, prepared by a neutral party, criteria and weights locked before seeing numbers, and a forced ranking instead of tiers.
  • Defines a return contract: posture + evidence per line, recommended allocation and deltas, what you're stopping, and the indicator that would reverse each call.

Who it's for

  • Executives, strategy teams, and CFO organizations splitting a fixed budget across multiple businesses.
  • Product and business-unit leaders weighing market entry or sunsetting a line.
  • Strategy consultants structuring quarterly or annual portfolio reviews.

Examples

  1. "Allocate next year's budget across our four product lines — score each on both axes and force a ranking."
  2. "Our B2B line has lost money for three years. Should we exit? Strip out sunk cost and judge prospectively."
  3. "Here's the Southeast Asia entry proposal — do we actually have a durable right to win?"

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/cbrock84/headcount/HEAD/plugins/corporate-strategy/skills/portfolio-strategy/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on Claude Skill Mart.
Copy the plugins/corporate-strategy/skills/portfolio-strategy folder from the GitHub repo cbrock84/headcount into my ~/.claude/skills/portfolio-strategy/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/cbrock84/headcount.git && mkdir -p ~/.claude/skills && cp -r headcount/plugins/corporate-strategy/skills/portfolio-strategy ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Open a terminal.
  2. Clone the repository: git clone https://github.com/cbrock84/headcount.git
  3. Create the skills directory: mkdir -p ~/.claude/skills
  4. Copy the skill in: cp -r headcount/plugins/corporate-strategy/skills/portfolio-strategy ~/.claude/skills/
  5. Restart Claude Code. It will trigger automatically on requests about budget allocation, market entry/exit, or portfolio reviews.
  6. If it doesn't trigger, invoke it explicitly: use the portfolio-strategy skill.
View source on GitHub ↗License: MIT