From strategy to a portfolio of value-creating initiatives

Organizations often undertake more projects than they can successfully deliver. The challenge is not a lack of ideas, but selecting the right initiatives, setting priorities, and concentrating resources on activities that truly support strategy execution.

We help organizations build and develop project portfolio management capabilities. We support the identification of strategic initiatives, assessment of their business value, and decision-making related to sequencing, funding, and resource allocation.

Who is it for?

This service is designed for organizations that:

• manage multiple projects and initiatives simultaneously;
• want to strengthen the alignment between projects and organizational strategy;
• need to establish priorities for investments and change initiatives;
• have limited resources and must make informed allocation decisions;
• are developing a PMO or portfolio management capability;
• want to improve strategy execution through projects.

Scope of support

The scope of work may include:

• identification and classification of strategic initiatives;
• assessment of project alignment with organizational strategy;
• defining evaluation and prioritization criteria;
• analysis of business value and expected outcomes;
• assessment of dependencies between initiatives;
• analysis of resource capacity and organizational ability to deliver change;
• design of portfolio management processes;
• development of monitoring and reporting mechanisms;
• support for decisions regarding project initiation, continuation, or termination.

Project outcomes

The organization receives:

• a structured portfolio of initiatives;
• transparent prioritization criteria;
• decision-support mechanisms;
• recommendations for resource allocation;
• a portfolio monitoring model;
• greater visibility of dependencies between initiatives;
• stronger alignment between projects and strategy execution.

The Synergist approach

We treat the project portfolio as a strategy execution tool rather than simply a collection of projects to control. We combine management, project, transformation, and business perspectives, helping organizations focus resources where they can create the greatest value.

Depending on organizational needs, we can also incorporate elements of Future Back Planning, helping build a transformation portfolio aligned with long-term strategic objectives.

Experience

Our experience includes project and transformation portfolio management, PMO development, governance implementation, and support for organizations delivering strategic change. Our implemented solutions have been recognized with Best PMO awards in Poland and globally through the PMO Global Awards.