Key Practices and Principles for the Matching Function of Portfolio Management

Key Practices and Principles for the Matching Function of Portfolio Management

In previous installments of this series, jointly produced by Adaptivity and WorkBoard, we discussed high-level strategy realization processes and how implementing them with OKRs can dramatically increase success. The last installment focused on optimizing the demand side of portfolio management structures and processes. In the sixth installment, we’ll discuss practices and principles for achieving high-performance…

Managing Innovation Through OKRs and Adaptive Portfolio Management  

Managing Innovation Through OKRs and Adaptive Portfolio Management  

I recently joined Daniel Montgomery on his podcast, Agile Strategies, to chat about innovation, OKRs, and strategic agility, particularly the need for resource fluidity (people, money, machines) and how it plays out in an enterprise portfolio management process. I’ve recapped the essence of the episode below, but you can listen to the entire conversation on…

Key Practices and Principles for the Demand Side of Portfolio Management

Key Practices and Principles for the Demand Side of Portfolio Management

Leverage OKRs to Achieve Breakthrough Portfolio and Investment Performance – Part 5 In previous installments of this series, jointly produced by Adaptivity and Workboard, we discussed high-level strategy realization processes and how implementing them with OKRs can dramatically increase success. The last installment focused on optimizing the supply/capacity side of portfolio management structures and processes….

Key Practices and Principles for the Capacity Side of Portfolio Management

Key Practices and Principles for the Capacity Side of Portfolio Management

Leverage OKRs to Achieve Breakthrough Portfolio and Investment Performance – Part 4 In previous installments of this series, jointly produced by Adaptivity and WorkBoard, we discussed high-level strategy realization processes and how implementing them with OKRs can dramatically increase success. The last installment introduced high-level portfolio management structures and processes. In this, the fourth installment,…

Integrating Objectives and Key Results with Portfolio Management

Integrating Objectives and Key Results with Portfolio Management

In the last installment of this series, jointly produced by Adaptivity and WorkBoard we discussed high-level strategy realization processes. In this, the third installment, we’ll discuss how your strategy framework expressed in Objectives and Key Results integrates with your portfolio management process and share a high-level explanation of portfolio management’s key processes.  In part 2…

Key Elements of Strategy Realization

Key Elements of Strategy Realization

In the first installment we introduced this series, jointly produced by Adaptivity and WorkBoard. In this, the second installment, we’ll introduce a high-level explanation of the key elements of strategy realization, with the focus on processes, competencies, and techniques that enterprises must master to become more strategically adaptable and resilient than their competitors. Leverage OKRs…

Leverage OKRs to Achieve Breakthrough Portfolio and Investment Performance – Part 1

Leverage OKRs to Achieve Breakthrough Portfolio and Investment Performance – Part 1

  Introduction Adaptivity is producing a series of papers to be released in installments over the next quarter. This series will make the case that a strong OKR program is an essential strategy deployment and execution process to ensure enterprises’ portfolio management and funding processes maximize investment returns for the organization. The Problem Any corporate…

Did You Learn Nothing From Your Failed Digital Transformation?

Did You Learn Nothing From Your Failed Digital Transformation?

AI – It is “the biggest thing since the internet”! “AI will transform business and society!” AI is getting all the buzz and most of the early to mid-stage investor funding in tech today. As with every emerging technology, big buzz begets swarms of consultants, and suddenly every software product has some AI baked into…