The document outlines steps for driving value from a portfolio using the 3 Role Model (3RMTM). [1] Step 1 is to assign strategic initiatives to the 3RMTM to ensure proper resourcing of the strategy. [2] Step 2 is to use the Right of WayTM tool to prioritize initiatives aligned with strategic objectives. [3] Step 3 is to apply the strategic cone to allow for active change to strategies based on learning and use the value register to track changing costs, priorities, and value over time.

1. CXO Portfolio management and value realisation
ADVISOR
Portfolio / value Steps in driving value Benefits
pain points
Step 1 Step 2
• We have a plan, now Ensure you are resourcing • The 3RM™ makes
Assign strategic initiatives to the 3 Role Model™
how do we implement your strategy properly sense of strategies
it for early value? • The 3RM™ shows
• Are we resourcing resourcing
our strategy? constraints / gaps
• What initiatives • Focuses on value –
should we work on in small steps
first? Or? • Prioritisation
• How do we compare aligned with your
apples with monkeys? strategic objectives
(Different initiatives • Rigorous & fair
with very different Step 3 prioritisation
objectives) • The strategic cone
Use the Right of
• How do we make sure allows for active
Way™ tool to Step 4
our strategy
prioritise
v change to
implementation is Apply the strategic cone strategies / costs /
responsive to benefits
change/learning? • The value register
• How do we ensure tracks changing
that what we do is costs / priorities /
aligned with value
organisational • Value register
objectives? completes the loop
• How do we ensure between costs and
existing initiatives are return
still strategically Step 5 • The process uses
valid? agile principles
• How do we ensure we Run a Value • There are tools to
achieve our value register help on each step
targets? of the way

2. CXO
ADVISOR
v