portfolio-planning

Assess and optimize multi-project portfolios with alignment scores and prioritized recommendations.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/withmartian-sandbox-darkside/ghrc-y-3126672651424eddb640ecc81321a665 --skill portfolio-planning-withmartian-sandbox-darkside
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio-planning
Source: https://github.com/withmartian-sandbox-darkside/ghrc-y-3126672651424eddb640ecc81321a665/tree/main/pmo-team/skills/portfolio-planning
Command: npx skills add https://github.com/withmartian-sandbox-darkside/ghrc-y-3126672651424eddb640ecc81321a665 --skill portfolio-planning-withmartian-sandbox-darkside

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides a repeatable, evidence-driven process to assess portfolio health, prevent overcommitment, align projects to strategy, and recommend prioritized changes so PMOs avoid ad-hoc decisions that overload capacity or hide risk.

Core Features & Use Cases

  • Portfolio inventory and gating: create a complete inventory, capture status, resources, and dependencies to establish a single source of truth.
  • Strategic alignment scoring: map projects to objectives, score alignment, and surface orphan or misaligned initiatives for reprioritization.
  • Capacity and risk aggregation: aggregate resource demand versus capacity, identify skill gaps, and correlate project risks to evaluate portfolio exposure.
  • Optimization & recommendations: produce prioritized recommendations using weighted criteria (strategic value, efficiency, risk balance, dependencies, timeline) and output structured reports for decision makers.
  • Use Cases: quarterly planning, evaluating a new project against the existing portfolio, rebalancing priorities when capacity is constrained, and preparing executive portfolio summaries.

Quick Start

Ask portfolio-planning to produce a Portfolio Status Summary and recommendations for the upcoming quarter using the current project registry, strategy documents, resource availability, and budget data.

Frequently Asked Questions about portfolio-planning

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I optimize a multi-project portfolio for strategic alignment and capacity?

To optimize a multi-project portfolio for strategic alignment, you need a project inventory, strategic objectives, resource data, and risk registers to generate alignment scores and prioritized recommendations. This prevents overcommitment by mapping projects to strategy and aggregating resource demand versus available capacity.

What is the best way to prioritize projects during quarterly portfolio planning?

The best way to prioritize projects during quarterly planning is applying weighted criteria like strategic value, efficiency, risk balance, and dependencies. This produces structured recommendations that prevent ad-hoc decisions and ensure capacity assessments align with your strategic objectives.

How does capacity planning work when evaluating a new project against an existing portfolio?

Capacity planning for a new project aggregates resource demand versus available capacity to identify skill gaps and prevent overcommitment. It correlates project risks to evaluate portfolio exposure, ensuring the new initiative aligns with strategic objectives without overloading resources.

Can I use risk aggregation to evaluate total portfolio exposure across multiple projects?

Yes, you can use risk aggregation to evaluate total portfolio exposure by correlating individual project risk registers. This process surfaces hidden risks across the portfolio, identifies skill gaps, and informs prioritization decisions to balance overall risk against strategic value.

What data do I need to generate executive portfolio summaries and prioritization recommendations?

To generate executive portfolio summaries and prioritization recommendations, you need a complete project inventory, strategy documents, resource availability, budget data, and risk registers. This inputs enable strategic alignment scoring, capacity assessments, and structured reports for decision makers.

When should I rebalance portfolio priorities due to constrained resource capacity?

You should rebalance portfolio priorities when constrained resource capacity creates skill gaps or overcommitment. By aggregating resource demand versus capacity and scoring strategic alignment, you can surface misaligned initiatives and produce optimized recommendations for resource allocation.