intermediate · 38–50 min
The Quarterly Strategy Portfolio Refresh
Strategy getting stale? Re-evaluate your entire portfolio of initiatives and prune what is no longer serving your goals.
About this session
Strategic plans often become cluttered with legacy projects that no longer align with current market realities. This session provides a structured way for leadership teams to audit their entire initiative list and cut underperforming or outdated work. You end the meeting with a prioritized portfolio and the collective agreement to stop doing things that waste resources.
Why it works
By forcing a side-by-side comparison of all active initiatives, the process exposes hidden resource drains that usually escape individual project reviews. The structure shifts the focus from defending specific departments to optimizing the organization’s total output, making it easier for leaders to reach consensus on what to kill or keep.
What you’ll walk away with
- Clear actionable outcomes from a 3-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Executives, Senior Leaders
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Executives or external facilitators working with leadership & strategy teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 3 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Quarterly Strategy Portfolio Refresh” — ready to run in minutes, for any workshop, meeting, or team session.