Mastering Service Portfolio Strategy for Competitive Advantage
You're under pressure. Stakeholders demand innovation, yet your budget is tight, your team is stretched, and the market shifts faster than your roadmap can keep up. You know services are the engine of modern value delivery, but without a clear strategy, your portfolio feels reactive, inconsistent, and vulnerable to disruption. What if you could transform your service mix from a collection of siloed offerings into a cohesive, high-margin, defensible portfolio that aligns with strategic markets, commands premium pricing, and positions your organisation as an indispensable partner? Mastering Service Portfolio Strategy for Competitive Advantage is your comprehensive system to go from fragmented services and reactive planning to a board-ready, future-proof portfolio architecture - in as little as 28 days. This course equips you with the exact frameworks, diagnostic tools, and decision logic used by global service leaders to rationalise offerings, increase margins, and win high-value engagements. One senior service director applied these methods to consolidate 42 overlapping offerings into a streamlined portfolio of 12 high-impact services. Within six months, her team reported a 34% increase in win rates on strategic bids and a 22% reduction in delivery cost - now cited in her annual performance review as a key leadership achievement. This is not theoretical. This is operational. You’ll build a living service portfolio model, complete with financial viability assessments, competitive positioning matrices, and roadmap integration plans - all designed to be presented confidently to executives and clients. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-paced, with immediate online access. You begin the moment you enrol. No waiting for cohorts, no fixed schedules. Access all materials on-demand, from any device, 24/7, anywhere in the world. Flexible Learning Designed for Leaders
- Designed for completion in 4–6 weeks at 60–90 minutes per week, though many apply core frameworks in under 30 days
- Mobile-friendly interface - review strategy templates during commutes, update models between meetings, track progress on the go
- Lifetime access to all course materials, including future updates at no additional cost. As market dynamics evolve, your resources evolve with them
- Dedicated instructor support via structured feedback channels - submit your portfolio assessments and receive expert validation on strategic alignment, segmentation logic, and financial modelling
Professional Recognition & Credibility You Can Leverage
Upon successful completion, you will receive a Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by enterprises, consultancies, and government agencies. This certificate validates your mastery of service portfolio design, governance, and strategic alignment, enhancing your professional profile on LinkedIn, résumés, and performance reviews. No Risk. Full Confidence. 100% Satisfaction Guarantee.
We eliminate all risk with our 30-day satisfied or refunded promise. If you complete the core modules and don’t find immediate value in the strategic frameworks, portfolio diagnostics, or financial models, simply request a full refund. No questions, no friction. Transparent Pricing. No Hidden Fees.
The listed price is all you pay. There are no upsells, no subscription traps, and no additional charges for updates, tools, or certificate issuance. We accept Visa, Mastercard, and PayPal - secure, fast, and globally accessible. This Works Even If…
- You’re not the head of service delivery - you’re a senior manager, strategist, or consultant aiming to influence direction
- Your current portfolio is chaotic, overlapping, or underperforming
- You’ve tried portfolio rationalisation before and it stalled due to lack of clear methodology or executive buy-in
- Your organisation resists change, and you need neutral, data-driven frameworks to build consensus
One regional transformation lead used the Portfolio Health Audit tool from Module 3 to objectively demonstrate inefficiencies across 17 services. He presented findings to the C-suite - backed by financial impact estimates and competitive benchmarks - and secured approval for restructuring within two weeks. After enrolment, you’ll receive a confirmation email. Once your access credentials are finalised, your login details and course entry link will be sent separately. Everything is designed for clarity, security, and seamless onboarding - no guesswork, no delays.
Module 1: Foundations of Service Portfolio Strategy - Defining service portfolios in the modern enterprise
- Differentiating service offerings from product lines and capabilities
- Understanding the lifecycle of a service: from concept to retirement
- Key drivers of portfolio complexity and fragmentation
- The role of customer value in portfolio structuring
- Linking portfolio decisions to organisational mission and vision
- Why portfolio misalignment leads to cost overruns and lost opportunities
- Common misconceptions about service bundling and modularity
- Establishing a shared language across business and operations teams
- Introducing the Strategic Service Portfolio Framework (SSPF)
Module 2: Diagnosing Current Portfolio Health - Conducting a full inventory of existing services
- Mapping services to customer segments and use cases
- Identifying duplication, overlap, and capability gaps
- Measuring service profitability using activity-based costing
- Assessing delivery complexity and dependency chains
- Calculating customer retention and satisfaction per service line
- Using the Portfolio Health Scorecard to visualise performance
- Interpreting the results: weak, viable, star, and sunset categories
- Validating findings with cross-functional stakeholders
- Creating a baseline report for executive review
Module 3: Strategic Segmentation & Target Market Alignment - Segmenting markets based on value drivers, not just geography
- Aligning services to high-growth, high-margin segments
- Mapping services to customer journey stages and pain points
- Building service archetypes for key personas
- Using Wardley Mapping to position services in market evolution
- Differentiating between commodity, differentiated, and strategic services
- Identifying white space opportunities in underserved segments
- Assessing competitive offerings using service benchmarking
- Validating demand with voice-of-customer data integration
- Creating market adjacency models for expansion
Module 4: Portfolio Design Principles - Principles of modularity, reusability, and scalability
- Designing service families and tiers (Essential, Premium, Enterprise)
- Defining clear value propositions for each service tier
- Creating service bundles that increase stickiness and reduce churn
- Avoiding feature bloat and value dilution in service packaging
- Designing for outcome-based pricing models
- Establishing service naming conventions and architectural clarity
- Ensuring consistency in branding and customer experience
- Linking design choices to operational delivery constraints
- Using service blueprints to align sales, delivery, and support
Module 5: Financial Viability & ROI Assessment - Building financial models for service investment decisions
- Calculating full cost of ownership per service line
- Forecasting revenue, margin, and break-even timelines
- Applying net present value (NPV) to service launches and retirements
- Using internal rate of return (IRR) for strategic prioritisation
- Modelling cannibalisation effects between overlapping services
- Integrating risk-adjusted return metrics into portfolio reviews
- Creating board-ready investment dossiers for new offerings
- Quantifying opportunity cost of maintaining underperforming services
- Linking financial models to balanced scorecard performance
Module 6: Competitive Positioning & Differentiation Strategy - Analysing competitor service portfolios using Positioning Matrices
- Identifying uniqueness in value, delivery, and experience
- Avoiding the race-to-the-bottom in pricing wars
- Building defensible moats around high-value services
- Leveraging intellectual property, automation, and data assets
- Using third-party validation to reinforce credibility
- Positioning services for premium pricing and long-term contracts
- Developing narrative frameworks for executive and sales alignment
- Creating competitive fencing strategies to block market entry
- Updating positioning in response to market disruption
Module 7: Portfolio Governance & Decision Frameworks - Establishing a Service Portfolio Board with clear accountability
- Defining decision rights for launch, change, and retirement
- Creating standard operating procedures for portfolio reviews
- Scheduling cadence: quarterly, annual, and ad hoc reviews
- Developing escalation paths for stalled initiatives
- Integrating governance with enterprise architecture practices
- Using stage-gate processes for service innovation pipelines
- Documenting decisions and rationale for auditability
- Aligning governance with compliance and regulatory requirements
- Measuring governance effectiveness through decision velocity
Module 8: Retirement, Sunsetting & Transition Planning - Identifying candidates for retirement using performance metrics
- Calculating financial and operational impact of sunsetting
- Communicating discontinuation to customers with minimal churn
- Creating transition paths to alternative services or partners
- Managing contractual and legal obligations during phase-out
- Preserving intellectual capital and reusing components
- Planning workforce reallocation and capability transitions
- Conducting post-mortems to improve future decisions
- Avoiding emotional attachment to legacy services
- Building organisational acceptance of portfolio pruning
Module 9: Innovation & New Service Development - Sourcing ideas from customers, operations, and market trends
- Screening ideas using strategic fit and feasibility filters
- Conducting rapid service prototyping and validation
- Using lean service design to reduce time-to-market
- Building minimum viable service offerings (MVSOs)
- Testing pricing models and positioning with pilot clients
- Integrating feedback loops for iterative improvement
- Assessing scalability and operational readiness
- Securing funding for development through internal business cases
- Launching new services with coordinated go-to-market plans
Module 10: Integration with Enterprise Strategy - Aligning service portfolio with corporate strategic objectives
- Linking portfolio decisions to M&A, divestiture, and partnerships
- Supporting digital transformation and cloud adoption roadmaps
- Integrating with product, platform, and ecosystem strategies
- Feeding portfolio insights into long-range planning cycles
- Using scenario planning to stress-test portfolio resilience
- Connecting service innovation to sustainability and ESG goals
- Aligning with investor messaging and valuation narratives
- Ensuring compliance with regulatory and geopolitical shifts
- Creating strategic dashboards for executive oversight
Module 11: Change Management & Stakeholder Alignment - Identifying key influencers and resisters in portfolio change
- Building coalition support across departments
- Using data stories to gain executive sponsorship
- Communicating vision, rationale, and benefits clearly
- Running workshops to co-create portfolio direction
- Addressing emotional and cultural barriers to change
- Providing training and transition support for teams
- Measuring change adoption using leading indicators
- Scaling successful pilots to enterprise-wide implementation
- Sustaining momentum through recognition and milestones
Module 12: Advanced Portfolio Modelling & Simulation - Building dynamic portfolio models using spreadsheet logic
- Simulating the impact of launches, retirements, and mergers
- Running sensitivity analyses on pricing and cost assumptions
- Modelling scenario outcomes: growth, consolidation, disruption
- Using heat maps to visualise risk and opportunity concentration
- Integrating macroeconomic variables into forecasts
- Validating models with historical performance data
- Automating reporting and alerting for threshold breaches
- Using portfolio simulations for board-level strategy sessions
- Creating interactive dashboards for real-time insight
Module 13: Hands-on Portfolio Project Lab - Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier
Module 14: Certification & Professional Advancement - Submitting your portfolio project for expert review
- Receiving structured feedback on strategic coherence
- Refining your submission based on guidance
- Finalising your executive presentation deck
- Preparing for peer discussion and knowledge sharing
- Meeting all requirements for certification
- Receiving your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile and resume
- Leveraging the certification in performance reviews and promotions
- Accessing alumni resources and advanced practice communities
- Defining service portfolios in the modern enterprise
- Differentiating service offerings from product lines and capabilities
- Understanding the lifecycle of a service: from concept to retirement
- Key drivers of portfolio complexity and fragmentation
- The role of customer value in portfolio structuring
- Linking portfolio decisions to organisational mission and vision
- Why portfolio misalignment leads to cost overruns and lost opportunities
- Common misconceptions about service bundling and modularity
- Establishing a shared language across business and operations teams
- Introducing the Strategic Service Portfolio Framework (SSPF)
Module 2: Diagnosing Current Portfolio Health - Conducting a full inventory of existing services
- Mapping services to customer segments and use cases
- Identifying duplication, overlap, and capability gaps
- Measuring service profitability using activity-based costing
- Assessing delivery complexity and dependency chains
- Calculating customer retention and satisfaction per service line
- Using the Portfolio Health Scorecard to visualise performance
- Interpreting the results: weak, viable, star, and sunset categories
- Validating findings with cross-functional stakeholders
- Creating a baseline report for executive review
Module 3: Strategic Segmentation & Target Market Alignment - Segmenting markets based on value drivers, not just geography
- Aligning services to high-growth, high-margin segments
- Mapping services to customer journey stages and pain points
- Building service archetypes for key personas
- Using Wardley Mapping to position services in market evolution
- Differentiating between commodity, differentiated, and strategic services
- Identifying white space opportunities in underserved segments
- Assessing competitive offerings using service benchmarking
- Validating demand with voice-of-customer data integration
- Creating market adjacency models for expansion
Module 4: Portfolio Design Principles - Principles of modularity, reusability, and scalability
- Designing service families and tiers (Essential, Premium, Enterprise)
- Defining clear value propositions for each service tier
- Creating service bundles that increase stickiness and reduce churn
- Avoiding feature bloat and value dilution in service packaging
- Designing for outcome-based pricing models
- Establishing service naming conventions and architectural clarity
- Ensuring consistency in branding and customer experience
- Linking design choices to operational delivery constraints
- Using service blueprints to align sales, delivery, and support
Module 5: Financial Viability & ROI Assessment - Building financial models for service investment decisions
- Calculating full cost of ownership per service line
- Forecasting revenue, margin, and break-even timelines
- Applying net present value (NPV) to service launches and retirements
- Using internal rate of return (IRR) for strategic prioritisation
- Modelling cannibalisation effects between overlapping services
- Integrating risk-adjusted return metrics into portfolio reviews
- Creating board-ready investment dossiers for new offerings
- Quantifying opportunity cost of maintaining underperforming services
- Linking financial models to balanced scorecard performance
Module 6: Competitive Positioning & Differentiation Strategy - Analysing competitor service portfolios using Positioning Matrices
- Identifying uniqueness in value, delivery, and experience
- Avoiding the race-to-the-bottom in pricing wars
- Building defensible moats around high-value services
- Leveraging intellectual property, automation, and data assets
- Using third-party validation to reinforce credibility
- Positioning services for premium pricing and long-term contracts
- Developing narrative frameworks for executive and sales alignment
- Creating competitive fencing strategies to block market entry
- Updating positioning in response to market disruption
Module 7: Portfolio Governance & Decision Frameworks - Establishing a Service Portfolio Board with clear accountability
- Defining decision rights for launch, change, and retirement
- Creating standard operating procedures for portfolio reviews
- Scheduling cadence: quarterly, annual, and ad hoc reviews
- Developing escalation paths for stalled initiatives
- Integrating governance with enterprise architecture practices
- Using stage-gate processes for service innovation pipelines
- Documenting decisions and rationale for auditability
- Aligning governance with compliance and regulatory requirements
- Measuring governance effectiveness through decision velocity
Module 8: Retirement, Sunsetting & Transition Planning - Identifying candidates for retirement using performance metrics
- Calculating financial and operational impact of sunsetting
- Communicating discontinuation to customers with minimal churn
- Creating transition paths to alternative services or partners
- Managing contractual and legal obligations during phase-out
- Preserving intellectual capital and reusing components
- Planning workforce reallocation and capability transitions
- Conducting post-mortems to improve future decisions
- Avoiding emotional attachment to legacy services
- Building organisational acceptance of portfolio pruning
Module 9: Innovation & New Service Development - Sourcing ideas from customers, operations, and market trends
- Screening ideas using strategic fit and feasibility filters
- Conducting rapid service prototyping and validation
- Using lean service design to reduce time-to-market
- Building minimum viable service offerings (MVSOs)
- Testing pricing models and positioning with pilot clients
- Integrating feedback loops for iterative improvement
- Assessing scalability and operational readiness
- Securing funding for development through internal business cases
- Launching new services with coordinated go-to-market plans
Module 10: Integration with Enterprise Strategy - Aligning service portfolio with corporate strategic objectives
- Linking portfolio decisions to M&A, divestiture, and partnerships
- Supporting digital transformation and cloud adoption roadmaps
- Integrating with product, platform, and ecosystem strategies
- Feeding portfolio insights into long-range planning cycles
- Using scenario planning to stress-test portfolio resilience
- Connecting service innovation to sustainability and ESG goals
- Aligning with investor messaging and valuation narratives
- Ensuring compliance with regulatory and geopolitical shifts
- Creating strategic dashboards for executive oversight
Module 11: Change Management & Stakeholder Alignment - Identifying key influencers and resisters in portfolio change
- Building coalition support across departments
- Using data stories to gain executive sponsorship
- Communicating vision, rationale, and benefits clearly
- Running workshops to co-create portfolio direction
- Addressing emotional and cultural barriers to change
- Providing training and transition support for teams
- Measuring change adoption using leading indicators
- Scaling successful pilots to enterprise-wide implementation
- Sustaining momentum through recognition and milestones
Module 12: Advanced Portfolio Modelling & Simulation - Building dynamic portfolio models using spreadsheet logic
- Simulating the impact of launches, retirements, and mergers
- Running sensitivity analyses on pricing and cost assumptions
- Modelling scenario outcomes: growth, consolidation, disruption
- Using heat maps to visualise risk and opportunity concentration
- Integrating macroeconomic variables into forecasts
- Validating models with historical performance data
- Automating reporting and alerting for threshold breaches
- Using portfolio simulations for board-level strategy sessions
- Creating interactive dashboards for real-time insight
Module 13: Hands-on Portfolio Project Lab - Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier
Module 14: Certification & Professional Advancement - Submitting your portfolio project for expert review
- Receiving structured feedback on strategic coherence
- Refining your submission based on guidance
- Finalising your executive presentation deck
- Preparing for peer discussion and knowledge sharing
- Meeting all requirements for certification
- Receiving your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile and resume
- Leveraging the certification in performance reviews and promotions
- Accessing alumni resources and advanced practice communities
- Segmenting markets based on value drivers, not just geography
- Aligning services to high-growth, high-margin segments
- Mapping services to customer journey stages and pain points
- Building service archetypes for key personas
- Using Wardley Mapping to position services in market evolution
- Differentiating between commodity, differentiated, and strategic services
- Identifying white space opportunities in underserved segments
- Assessing competitive offerings using service benchmarking
- Validating demand with voice-of-customer data integration
- Creating market adjacency models for expansion
Module 4: Portfolio Design Principles - Principles of modularity, reusability, and scalability
- Designing service families and tiers (Essential, Premium, Enterprise)
- Defining clear value propositions for each service tier
- Creating service bundles that increase stickiness and reduce churn
- Avoiding feature bloat and value dilution in service packaging
- Designing for outcome-based pricing models
- Establishing service naming conventions and architectural clarity
- Ensuring consistency in branding and customer experience
- Linking design choices to operational delivery constraints
- Using service blueprints to align sales, delivery, and support
Module 5: Financial Viability & ROI Assessment - Building financial models for service investment decisions
- Calculating full cost of ownership per service line
- Forecasting revenue, margin, and break-even timelines
- Applying net present value (NPV) to service launches and retirements
- Using internal rate of return (IRR) for strategic prioritisation
- Modelling cannibalisation effects between overlapping services
- Integrating risk-adjusted return metrics into portfolio reviews
- Creating board-ready investment dossiers for new offerings
- Quantifying opportunity cost of maintaining underperforming services
- Linking financial models to balanced scorecard performance
Module 6: Competitive Positioning & Differentiation Strategy - Analysing competitor service portfolios using Positioning Matrices
- Identifying uniqueness in value, delivery, and experience
- Avoiding the race-to-the-bottom in pricing wars
- Building defensible moats around high-value services
- Leveraging intellectual property, automation, and data assets
- Using third-party validation to reinforce credibility
- Positioning services for premium pricing and long-term contracts
- Developing narrative frameworks for executive and sales alignment
- Creating competitive fencing strategies to block market entry
- Updating positioning in response to market disruption
Module 7: Portfolio Governance & Decision Frameworks - Establishing a Service Portfolio Board with clear accountability
- Defining decision rights for launch, change, and retirement
- Creating standard operating procedures for portfolio reviews
- Scheduling cadence: quarterly, annual, and ad hoc reviews
- Developing escalation paths for stalled initiatives
- Integrating governance with enterprise architecture practices
- Using stage-gate processes for service innovation pipelines
- Documenting decisions and rationale for auditability
- Aligning governance with compliance and regulatory requirements
- Measuring governance effectiveness through decision velocity
Module 8: Retirement, Sunsetting & Transition Planning - Identifying candidates for retirement using performance metrics
- Calculating financial and operational impact of sunsetting
- Communicating discontinuation to customers with minimal churn
- Creating transition paths to alternative services or partners
- Managing contractual and legal obligations during phase-out
- Preserving intellectual capital and reusing components
- Planning workforce reallocation and capability transitions
- Conducting post-mortems to improve future decisions
- Avoiding emotional attachment to legacy services
- Building organisational acceptance of portfolio pruning
Module 9: Innovation & New Service Development - Sourcing ideas from customers, operations, and market trends
- Screening ideas using strategic fit and feasibility filters
- Conducting rapid service prototyping and validation
- Using lean service design to reduce time-to-market
- Building minimum viable service offerings (MVSOs)
- Testing pricing models and positioning with pilot clients
- Integrating feedback loops for iterative improvement
- Assessing scalability and operational readiness
- Securing funding for development through internal business cases
- Launching new services with coordinated go-to-market plans
Module 10: Integration with Enterprise Strategy - Aligning service portfolio with corporate strategic objectives
- Linking portfolio decisions to M&A, divestiture, and partnerships
- Supporting digital transformation and cloud adoption roadmaps
- Integrating with product, platform, and ecosystem strategies
- Feeding portfolio insights into long-range planning cycles
- Using scenario planning to stress-test portfolio resilience
- Connecting service innovation to sustainability and ESG goals
- Aligning with investor messaging and valuation narratives
- Ensuring compliance with regulatory and geopolitical shifts
- Creating strategic dashboards for executive oversight
Module 11: Change Management & Stakeholder Alignment - Identifying key influencers and resisters in portfolio change
- Building coalition support across departments
- Using data stories to gain executive sponsorship
- Communicating vision, rationale, and benefits clearly
- Running workshops to co-create portfolio direction
- Addressing emotional and cultural barriers to change
- Providing training and transition support for teams
- Measuring change adoption using leading indicators
- Scaling successful pilots to enterprise-wide implementation
- Sustaining momentum through recognition and milestones
Module 12: Advanced Portfolio Modelling & Simulation - Building dynamic portfolio models using spreadsheet logic
- Simulating the impact of launches, retirements, and mergers
- Running sensitivity analyses on pricing and cost assumptions
- Modelling scenario outcomes: growth, consolidation, disruption
- Using heat maps to visualise risk and opportunity concentration
- Integrating macroeconomic variables into forecasts
- Validating models with historical performance data
- Automating reporting and alerting for threshold breaches
- Using portfolio simulations for board-level strategy sessions
- Creating interactive dashboards for real-time insight
Module 13: Hands-on Portfolio Project Lab - Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier
Module 14: Certification & Professional Advancement - Submitting your portfolio project for expert review
- Receiving structured feedback on strategic coherence
- Refining your submission based on guidance
- Finalising your executive presentation deck
- Preparing for peer discussion and knowledge sharing
- Meeting all requirements for certification
- Receiving your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile and resume
- Leveraging the certification in performance reviews and promotions
- Accessing alumni resources and advanced practice communities
- Building financial models for service investment decisions
- Calculating full cost of ownership per service line
- Forecasting revenue, margin, and break-even timelines
- Applying net present value (NPV) to service launches and retirements
- Using internal rate of return (IRR) for strategic prioritisation
- Modelling cannibalisation effects between overlapping services
- Integrating risk-adjusted return metrics into portfolio reviews
- Creating board-ready investment dossiers for new offerings
- Quantifying opportunity cost of maintaining underperforming services
- Linking financial models to balanced scorecard performance
Module 6: Competitive Positioning & Differentiation Strategy - Analysing competitor service portfolios using Positioning Matrices
- Identifying uniqueness in value, delivery, and experience
- Avoiding the race-to-the-bottom in pricing wars
- Building defensible moats around high-value services
- Leveraging intellectual property, automation, and data assets
- Using third-party validation to reinforce credibility
- Positioning services for premium pricing and long-term contracts
- Developing narrative frameworks for executive and sales alignment
- Creating competitive fencing strategies to block market entry
- Updating positioning in response to market disruption
Module 7: Portfolio Governance & Decision Frameworks - Establishing a Service Portfolio Board with clear accountability
- Defining decision rights for launch, change, and retirement
- Creating standard operating procedures for portfolio reviews
- Scheduling cadence: quarterly, annual, and ad hoc reviews
- Developing escalation paths for stalled initiatives
- Integrating governance with enterprise architecture practices
- Using stage-gate processes for service innovation pipelines
- Documenting decisions and rationale for auditability
- Aligning governance with compliance and regulatory requirements
- Measuring governance effectiveness through decision velocity
Module 8: Retirement, Sunsetting & Transition Planning - Identifying candidates for retirement using performance metrics
- Calculating financial and operational impact of sunsetting
- Communicating discontinuation to customers with minimal churn
- Creating transition paths to alternative services or partners
- Managing contractual and legal obligations during phase-out
- Preserving intellectual capital and reusing components
- Planning workforce reallocation and capability transitions
- Conducting post-mortems to improve future decisions
- Avoiding emotional attachment to legacy services
- Building organisational acceptance of portfolio pruning
Module 9: Innovation & New Service Development - Sourcing ideas from customers, operations, and market trends
- Screening ideas using strategic fit and feasibility filters
- Conducting rapid service prototyping and validation
- Using lean service design to reduce time-to-market
- Building minimum viable service offerings (MVSOs)
- Testing pricing models and positioning with pilot clients
- Integrating feedback loops for iterative improvement
- Assessing scalability and operational readiness
- Securing funding for development through internal business cases
- Launching new services with coordinated go-to-market plans
Module 10: Integration with Enterprise Strategy - Aligning service portfolio with corporate strategic objectives
- Linking portfolio decisions to M&A, divestiture, and partnerships
- Supporting digital transformation and cloud adoption roadmaps
- Integrating with product, platform, and ecosystem strategies
- Feeding portfolio insights into long-range planning cycles
- Using scenario planning to stress-test portfolio resilience
- Connecting service innovation to sustainability and ESG goals
- Aligning with investor messaging and valuation narratives
- Ensuring compliance with regulatory and geopolitical shifts
- Creating strategic dashboards for executive oversight
Module 11: Change Management & Stakeholder Alignment - Identifying key influencers and resisters in portfolio change
- Building coalition support across departments
- Using data stories to gain executive sponsorship
- Communicating vision, rationale, and benefits clearly
- Running workshops to co-create portfolio direction
- Addressing emotional and cultural barriers to change
- Providing training and transition support for teams
- Measuring change adoption using leading indicators
- Scaling successful pilots to enterprise-wide implementation
- Sustaining momentum through recognition and milestones
Module 12: Advanced Portfolio Modelling & Simulation - Building dynamic portfolio models using spreadsheet logic
- Simulating the impact of launches, retirements, and mergers
- Running sensitivity analyses on pricing and cost assumptions
- Modelling scenario outcomes: growth, consolidation, disruption
- Using heat maps to visualise risk and opportunity concentration
- Integrating macroeconomic variables into forecasts
- Validating models with historical performance data
- Automating reporting and alerting for threshold breaches
- Using portfolio simulations for board-level strategy sessions
- Creating interactive dashboards for real-time insight
Module 13: Hands-on Portfolio Project Lab - Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier
Module 14: Certification & Professional Advancement - Submitting your portfolio project for expert review
- Receiving structured feedback on strategic coherence
- Refining your submission based on guidance
- Finalising your executive presentation deck
- Preparing for peer discussion and knowledge sharing
- Meeting all requirements for certification
- Receiving your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile and resume
- Leveraging the certification in performance reviews and promotions
- Accessing alumni resources and advanced practice communities
- Establishing a Service Portfolio Board with clear accountability
- Defining decision rights for launch, change, and retirement
- Creating standard operating procedures for portfolio reviews
- Scheduling cadence: quarterly, annual, and ad hoc reviews
- Developing escalation paths for stalled initiatives
- Integrating governance with enterprise architecture practices
- Using stage-gate processes for service innovation pipelines
- Documenting decisions and rationale for auditability
- Aligning governance with compliance and regulatory requirements
- Measuring governance effectiveness through decision velocity
Module 8: Retirement, Sunsetting & Transition Planning - Identifying candidates for retirement using performance metrics
- Calculating financial and operational impact of sunsetting
- Communicating discontinuation to customers with minimal churn
- Creating transition paths to alternative services or partners
- Managing contractual and legal obligations during phase-out
- Preserving intellectual capital and reusing components
- Planning workforce reallocation and capability transitions
- Conducting post-mortems to improve future decisions
- Avoiding emotional attachment to legacy services
- Building organisational acceptance of portfolio pruning
Module 9: Innovation & New Service Development - Sourcing ideas from customers, operations, and market trends
- Screening ideas using strategic fit and feasibility filters
- Conducting rapid service prototyping and validation
- Using lean service design to reduce time-to-market
- Building minimum viable service offerings (MVSOs)
- Testing pricing models and positioning with pilot clients
- Integrating feedback loops for iterative improvement
- Assessing scalability and operational readiness
- Securing funding for development through internal business cases
- Launching new services with coordinated go-to-market plans
Module 10: Integration with Enterprise Strategy - Aligning service portfolio with corporate strategic objectives
- Linking portfolio decisions to M&A, divestiture, and partnerships
- Supporting digital transformation and cloud adoption roadmaps
- Integrating with product, platform, and ecosystem strategies
- Feeding portfolio insights into long-range planning cycles
- Using scenario planning to stress-test portfolio resilience
- Connecting service innovation to sustainability and ESG goals
- Aligning with investor messaging and valuation narratives
- Ensuring compliance with regulatory and geopolitical shifts
- Creating strategic dashboards for executive oversight
Module 11: Change Management & Stakeholder Alignment - Identifying key influencers and resisters in portfolio change
- Building coalition support across departments
- Using data stories to gain executive sponsorship
- Communicating vision, rationale, and benefits clearly
- Running workshops to co-create portfolio direction
- Addressing emotional and cultural barriers to change
- Providing training and transition support for teams
- Measuring change adoption using leading indicators
- Scaling successful pilots to enterprise-wide implementation
- Sustaining momentum through recognition and milestones
Module 12: Advanced Portfolio Modelling & Simulation - Building dynamic portfolio models using spreadsheet logic
- Simulating the impact of launches, retirements, and mergers
- Running sensitivity analyses on pricing and cost assumptions
- Modelling scenario outcomes: growth, consolidation, disruption
- Using heat maps to visualise risk and opportunity concentration
- Integrating macroeconomic variables into forecasts
- Validating models with historical performance data
- Automating reporting and alerting for threshold breaches
- Using portfolio simulations for board-level strategy sessions
- Creating interactive dashboards for real-time insight
Module 13: Hands-on Portfolio Project Lab - Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier
Module 14: Certification & Professional Advancement - Submitting your portfolio project for expert review
- Receiving structured feedback on strategic coherence
- Refining your submission based on guidance
- Finalising your executive presentation deck
- Preparing for peer discussion and knowledge sharing
- Meeting all requirements for certification
- Receiving your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile and resume
- Leveraging the certification in performance reviews and promotions
- Accessing alumni resources and advanced practice communities
- Sourcing ideas from customers, operations, and market trends
- Screening ideas using strategic fit and feasibility filters
- Conducting rapid service prototyping and validation
- Using lean service design to reduce time-to-market
- Building minimum viable service offerings (MVSOs)
- Testing pricing models and positioning with pilot clients
- Integrating feedback loops for iterative improvement
- Assessing scalability and operational readiness
- Securing funding for development through internal business cases
- Launching new services with coordinated go-to-market plans
Module 10: Integration with Enterprise Strategy - Aligning service portfolio with corporate strategic objectives
- Linking portfolio decisions to M&A, divestiture, and partnerships
- Supporting digital transformation and cloud adoption roadmaps
- Integrating with product, platform, and ecosystem strategies
- Feeding portfolio insights into long-range planning cycles
- Using scenario planning to stress-test portfolio resilience
- Connecting service innovation to sustainability and ESG goals
- Aligning with investor messaging and valuation narratives
- Ensuring compliance with regulatory and geopolitical shifts
- Creating strategic dashboards for executive oversight
Module 11: Change Management & Stakeholder Alignment - Identifying key influencers and resisters in portfolio change
- Building coalition support across departments
- Using data stories to gain executive sponsorship
- Communicating vision, rationale, and benefits clearly
- Running workshops to co-create portfolio direction
- Addressing emotional and cultural barriers to change
- Providing training and transition support for teams
- Measuring change adoption using leading indicators
- Scaling successful pilots to enterprise-wide implementation
- Sustaining momentum through recognition and milestones
Module 12: Advanced Portfolio Modelling & Simulation - Building dynamic portfolio models using spreadsheet logic
- Simulating the impact of launches, retirements, and mergers
- Running sensitivity analyses on pricing and cost assumptions
- Modelling scenario outcomes: growth, consolidation, disruption
- Using heat maps to visualise risk and opportunity concentration
- Integrating macroeconomic variables into forecasts
- Validating models with historical performance data
- Automating reporting and alerting for threshold breaches
- Using portfolio simulations for board-level strategy sessions
- Creating interactive dashboards for real-time insight
Module 13: Hands-on Portfolio Project Lab - Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier
Module 14: Certification & Professional Advancement - Submitting your portfolio project for expert review
- Receiving structured feedback on strategic coherence
- Refining your submission based on guidance
- Finalising your executive presentation deck
- Preparing for peer discussion and knowledge sharing
- Meeting all requirements for certification
- Receiving your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile and resume
- Leveraging the certification in performance reviews and promotions
- Accessing alumni resources and advanced practice communities
- Identifying key influencers and resisters in portfolio change
- Building coalition support across departments
- Using data stories to gain executive sponsorship
- Communicating vision, rationale, and benefits clearly
- Running workshops to co-create portfolio direction
- Addressing emotional and cultural barriers to change
- Providing training and transition support for teams
- Measuring change adoption using leading indicators
- Scaling successful pilots to enterprise-wide implementation
- Sustaining momentum through recognition and milestones
Module 12: Advanced Portfolio Modelling & Simulation - Building dynamic portfolio models using spreadsheet logic
- Simulating the impact of launches, retirements, and mergers
- Running sensitivity analyses on pricing and cost assumptions
- Modelling scenario outcomes: growth, consolidation, disruption
- Using heat maps to visualise risk and opportunity concentration
- Integrating macroeconomic variables into forecasts
- Validating models with historical performance data
- Automating reporting and alerting for threshold breaches
- Using portfolio simulations for board-level strategy sessions
- Creating interactive dashboards for real-time insight
Module 13: Hands-on Portfolio Project Lab - Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier
Module 14: Certification & Professional Advancement - Submitting your portfolio project for expert review
- Receiving structured feedback on strategic coherence
- Refining your submission based on guidance
- Finalising your executive presentation deck
- Preparing for peer discussion and knowledge sharing
- Meeting all requirements for certification
- Receiving your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile and resume
- Leveraging the certification in performance reviews and promotions
- Accessing alumni resources and advanced practice communities
- Selecting your real-world portfolio scenario
- Applying the Portfolio Health Scorecard to your data
- Conducting strategic segmentation of your offerings
- Designing a restructured service architecture
- Building financial models for proposed changes
- Creating competitive positioning statements
- Developing a governance proposal for ongoing oversight
- Drafting a sunsetting plan for low-value services
- Designing an innovation pipeline for future growth
- Integrating all components into a board-ready dossier