Can AI do selecting strategic initiatives for the portfolio?

An expert breakdown of a typical process from public sources, worked out by the same rules as your own check.

1 of 9 steps goes to an agent

Goes to an agent (1)

An agent does these steps on its own.

Collect initiative proposals from the business units
An agent can do this step alone: everything it takes is a strong suit of AI.
- Extracting structure from an unstructured source

AI prepares the work; a person reviews and confirms it.

Refresh the picture: external environment, competitors, internal constraints
AI drafts it and a person checks: AI only drafts part of what it takes.
- Investigating a cause across heterogeneous sources
Cascade the goals and communicate them inside the company
A person signs off: the step needs a formal approval.

These steps need a person's judgement or presence.

Fix the evaluation criteria (strategic fit, impact, risk, feasibility)
Stays with people: it takes judgement that depends on your business context.
- Judging risk or priority in a business context
Score each initiative against the criteria
Stays with people: it takes judgement that depends on your business context.
- Judging risk or priority in a business context
Rank and cut off by budget and capacity
Stays with people: it takes judgement that depends on your business context.
- Judging risk or priority in a business context
Defend the portfolio at the committee, bargaining between initiative owners
Stays with people: it takes judgement that depends on your business context.
- Open-ended dialogue with an external party
- Consolidating people's contributions and resolving priority conflicts
Decide which initiatives to fund and which to stop
Stays with people: it takes judgement that depends on your business context.
- Judging risk or priority in a business context
Quarterly review: progress against goals, reallocation
Stays with people: it takes judgement that depends on your business context.
- Judging risk or priority in a business context

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