Strategic portfolio review

If you're like most nonprofit organizations, you are constantly looking for ways to better service your constituents and further your mission.

Unfortunately, you can end up with a proliferation of programs and services, each of which has an impact on your organization's business model.

When was the last time you reviewed your offerings? Are they will current? Do they still service the purpose they were designed for? 

Step-by-step process

 A strategic portfolio review is a step-by-step process of sorting out what's working and what's not.

​Engaging in a strategic portfolio review, you will:​

• Use a rigorous process to get clearer about what you’re trying to achieve;
• Learn how each program contributes to your organization's mission -- and its financial impact;
• Make strategic choices about what programs to continue to invest in, adapt or eliminate
• Accumulate the evidence and rationale to make informed decisions about your organizational direction. 

The result: You will make better decisions, keep the programs that serve your mission and your organization, use your resources more effectively and make room to create new programs that truly meet your constituents' needs.

A customized approach to your unique situation

Grace Social Sector Consulting, LLC will customize our approach to your organization's unique needs and circumstances.  

A strategic portfolio review typically includes three phases.

Insight gathering:

• Gather information on the range of programs, initiatives and services that your organization offers. 
  
• Work with stakeholders to decide how to evaluate program-mission alignment.
  
• Survey stakeholders to evaluate each program's alignment.
  
• Gather financial data to assess program investment vs. revenue.
  

Analysis

• Review the findings from the discovery process with key stakeholders.
  
• Assess your organization’s sustainability. 

Action Steps

• Come to agreement on implications
  
• Decide on next steps.

Is this process for you?

Your organization will benefit from a strategic portfolio review if you are:

• Prepared to assess your programs and services including legacy initiatives and confront conventional wisdom;
• Willing to invest energy into making the organization more strategic and aligned;
• Open to feedback from stakeholders
  
• Ready to take action.

Let's talk