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Enable Decision Making With a Whole Lifecycle View

Is there a mad rush at the start of the financial planning season to allocate budget for next years projects? Despite this mad rush, is there always CAPEX left in the budget simply because there have not been enough approved business cases to spend it?

Are there more projects in progress than actually got delivered last year?

Do projects actually reflect the strategic intent of the organisation or are they indeed more a reflection of the needs of the person who shouts loudest? 

Typically decision making is made in discrete jumps without referencing the longer-term aims of the organisation. Leakage of ideas and projects both in and out of the pipeline can then substantially reduce the potential value created for the organisation. 

An excellent course blending theory and practical application. Jon demonstrated excellent knowledge across the subject matter, accommodating individual needs of the course.

Jason Danbury, Strategic Enabler of ICT, West Midlands Fire Service

We take a lifecycle view. We recognise that throughput, from conception of the value proposition to delivery and then retirement, is a key source of credibility for the organisation and Portfolio Management. 

To manage the leakage of ideas, products and projects both into and out of the roadmap, we reference along the lifecycle the strategic intent of the organisation to ensure that there is continuous alignment and value generated.

Fundamentally, Portfolio Management has two questions to answer- do we have a balanced portfolio of activity, and secondly what activity shall we take to the next stage? We divide this into a lifecycle into five stages:

  • Innovate Approach: Driving lessons learnt, failed(!) experiments, successful proof of concepts, validated business models and minimum viable products.

  • Feasibility approach:  Reviewing scalable implementation pilots, defining business cases and doing impact assessments.

  • Programme Approach: Delivering Products,  Programmes and Projects according to ROI and risk according to information presented in business cases.

  • Operational approach: Optimising a return on investment through continuous improvement and managing expectations.

  • Decommissioning approach: Managing technology debt: assessing whether products or services still deliver value and selecting those services that are candidates for decommissioning, to restart the cycle again. 

To enable this lifecycle view we need to implement:

  • Governance: enabling effective executive decision making

  • Demand Management: marshalling, triaging and prioritising competing requests for resources.

The Outcome

Feel sufficiently confident to implement the techniques on leaving the workshop with an action plan to transform the partnering role in your organisation.

Benefits of applying the workshop techniques:

The right data to enable executive decisions -ROI / Risk

Accelerate more rewarding products or projects

Stop wasteful activity sooner

Balance short-term and long-term

6 Nationwide Forums @ 95 Delegates Each
20 Public Workshops
60 European Corporate Clients
300 Course Attendees
10 Partners

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More Info.

Benefits of applying the workshop techniques:

The right data to enable executive decisions ROI / Risk.

  • Reduce the forecast error in assessing the value and outcomes in business cases through better risk management
  • Enable effective decision making through governance - ask the right questions, provide criteria for assessment and define decision rights.

Accelerate more rewarding products or projects

  • Use of the latest proven methods to improve throughput and quickly make decisions
  • Create options to choose from rather than first business case "past the post".

Stop wasteful activity sooner

  • Balance your portfolio of activity according to the risk appetite of the Decision Makers
  • Reference Strategic documents in the negotiation and prioritisation of the next tranche of work to be started
  • Review the value realisation of projects to ensure they are meeting the target and decide GO/ NO-GO

Balance short-term and long-term

  • Balance your portfolio of activity according to the risk appetite of the Decision Makers
  • Ensure the right criteria are being applied in the right context to make effective decisions.
  • Create dashboards that help Decision Makers understand the relative position of their portfolio

Portfolio Outline


  • Risk and Decision Making
  • Types of Governance Approaches
  • Governance Roles and Framework 
  • Governance Boards & Guidelines
  • Decision Making Criteria & Outputs

Feasibility Approach

  • Overview and Approach
  • Variation and Forecasts
  • Novelty and Feasibility Approach 
  • Business Cases

Demand Management

  • Generating Options to Manage
  • Demand Management Imperatives
  • Managing Throughput Through The Stages
  • Visual Management

Programme Approach

  • Project Frameworks - Agile vs Waterfall
  • Ownership of the Lifecycle
  • Application tips

Innovation Approach

  • Estimation of ROI
  • Risk Analysis
  • ROI / RIsk Option Assessment

Operational And Decommission Approach

  • Service Frameworks - Viewpoint
  • Application tips
  • Technology Debt
  • Assessment of Technology Debt


  • Lifecycle, Risks and Roadmaps
  • Strategy and Portfolio
  • Balancing the Portfolio

Sample Video from our Training Course

This video comes from the section Overview / "Lifecycle, Risks and Roadmaps". 


What You'll Get:

What We Bring:

Clear Framework

Approach oriented towards business outcomes

Tools you can use

Practice in the techniques

Illustrative case studies


Opportunity to stand back and reflect on personal as well as team performance

Action plan

Thought Leadership

Through research and application


How to apply the techniques with your current challenges (you're not alone)

Years of experience

Managing people and technology in corporate settings.


Group webinars facilitated live with an expert.

Our Online Acedemy

How we share our experience

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relationship management



Demand Management

Innovation Approach

Feasbility Approach

Programme Approach

Operational Approach

Decommission Approach

Release Expected Q2 2021. Sign up below to be the first to hear about the launch!

SDBP® Practitioner Certificate

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Buy ALL FIVE as a bundle, get a discount, pass the exam AND WRITTEN CASE STUDY ASSESSMENT and gain the SDBP® Practitioner certificate

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