portfolio-planning

# Portfolio Planning Skill

Strategic portfolio planning for multi-project coordination and optimization.

## Purpose

This skill provides a systematic approach to:
- Assess current portfolio health
- Evaluate strategic alignment
- Plan portfolio composition
- Optimize resource allocation across projects
- Balance risk across portfolio

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## Prerequisites

Before starting portfolio planning, ensure:

| Prerequisite | Required For | Source |
|--------------|--------------|--------|
| Project list | Portfolio scope | Project registry |
| Strategic objectives | Alignment scoring | Strategy documents |
| Resource availability | Capacity planning | Resource planner |
| Budget constraints | Financial planning | Finance team |

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## Portfolio Planning Gates

### Gate 1: Portfolio Inventory

**Objective:** Create complete picture of current portfolio

**Actions:**
1. List all active projects
2. Capture status of each project
3. Document resource allocations
4. Identify dependencies

**Output:** `docs/pmo/{date}/portfolio-inventory.md`

**Checklist:**
- [ ] All active projects listed
- [ ] Status captured (Green/Yellow/Red)
- [ ] Resources identified per project
- [ ] Dependencies documented

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### Gate 2: Strategic Alignment Assessment

**Objective:** Evaluate how each project aligns with strategic objectives

**Actions:**
1. Map projects to strategic objectives
2. Score alignment (1-5 scale)
3. Identify orphan projects (no strategic link)
4. Flag misaligned projects

**Alignment Scoring:**

| Score | Meaning |
|-------|---------|
| 5 | Directly enables strategic objective |
| 4 | Strongly supports strategic objective |
| 3 | Moderately supports strategy |
| 2 | Weak strategic connection |
| 1 | No clear strategic value |

**Output:** `docs/pmo/{date}/strategic-alignment.md`

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### Gate 3: Capacity Assessment

**Objective:** Understand portfolio capacity constraints

**Actions:**
1. Aggregate resource demand across projects
2. Compare to available capacity
3. Id