Skills
.Work. You
Rest

portfolio-balance

Community

Balance your work portfolio.

Product & Management#planning#maintenance#portfolio#backlog#strategic#balance#tactical
Authortgsatwit
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps ensure that your team's planned work portfolio maintains a healthy balance between strategic initiatives, tactical improvements, and essential maintenance, preventing urgent tasks from crowding out long-term value.

Core Features & Use Cases

  • Portfolio Assessment: Analyzes the mix of planned work items across strategic, tactical, and maintenance categories.
  • Ratio Calculation: Computes balance based on both item count and estimated effort (story points/hours).
  • Imbalance Detection: Flags deviations from target ratios and identifies root causes.
  • Recommendation Generation: Suggests specific adjustments to rebalance the portfolio.
  • Use Case: During cycle planning, use this Skill to review the proposed backlog and ensure sufficient investment in strategic OKRs, not just immediate tactical requests or bug fixes.

Quick Start

Use the portfolio-balance skill to assess the current work portfolio against the target ratio.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: portfolio-balance
Download link: https://github.com/tgsatwit/agent-delivery-pub/archive/main.zip#portfolio-balance

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.