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Portfolio Strategy

An evidence-based framework for deciding which business lines to fund, hold, harvest, or exit.

Data & AnalyticsIntermediate★ 2,032⑂ 316AI score 6/10Last updated: Sep 17, 2026

What it does

  • Scores every business or product line on two axes — market attractiveness and right to win — yielding four postures: fund, avoid the seductive trap, harvest, or exit.
  • Forces allocation decisions on marginal return (what the next dollar does) rather than absolute size, and surfaces hidden cross-subsidies.
  • Handles exit decisions with a prospective test: "knowing what we know now, would we start this today?" plus proper exit planning for customers, employees, and contracts.
  • Prescribes how to run a portfolio review: neutral-party evidence, criteria and weights locked before seeing numbers, forced ranking instead of tiers.
  • Defines a return contract: posture + evidence per line, recommended allocation, deltas from last period, what you're stopping, and the indicator that would reverse each call.

Who it's for

  • Executives, corporate strategy teams, and PMOs splitting budget across business units.
  • Product leaders deciding whether a line continues.
  • Anyone preparing quarterly or annual portfolio reviews, or refereeing competing initiatives.

Examples

  1. "Allocate next year's $10M across five business units" → two-axis scoring plus marginal-return recommendations.
  2. "This product line has lost money for three years — keep it?" → prospective test and a structured exit plan.
  3. "Draft the agenda for our Q3 portfolio review" → neutral evidence pack, pre-committed criteria, forced ranking.

· · · 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 your terminal.
  2. Clone the repo: git clone https://github.com/cbrock84/headcount.git
  3. Create the skills folder: mkdir -p ~/.claude/skills
  4. Copy the skill in: cp -r headcount/plugins/corporate-strategy/skills/portfolio-strategy ~/.claude/skills/
  5. Verify with ls ~/.claude/skills/portfolio-strategy — you should see SKILL.md.
  6. Restart Claude Code and try a prompt like "Help me allocate budget across our product lines."
  7. If references/sources.md isn't bundled, ignore the citation instruction — the rest of the skill still works.
View source on GitHub ↗License: MIT