Real Innovation - Real Results

8 - Portfolio Management Executive Coalition

 

 

Situation

 

    • Life sciences company desired to improve decision-making, investment strategy, and growth prospects
    • Key executives saw Portfolio Management as a key practice for enabling a breakthrough increase in performance
    • Client asked OakStone to deliver a Portfolio Management workshop series to help them build a coalition of support across multiple business units for embracing and adopting portfolio management
    • Client requested a focus on “what is possible” and “cutting-edge Portfolio Management practices”, and help with visioning the future

 

Actions Taken

 

    • Defined a customized Portfolio Management workshop series
    • Delivered workshops and coached executive stakeholders on next steps to take

 

Results

 

    • Client secured buy-in across multiple business lines and functional organizations to adopt portfolio management
    • Portfolio management process now has improved the ability to ‘pick the winners’