Strategic portfolio planning skill for multi-project coordination, capacity assessment, and portfolio optimization. Provides framework for portfolio-level decision making.
Coordinates multiple projects, assesses capacity, and optimizes portfolio alignment for strategic decision-making.
npx claudepluginhub lerianstudio/ringThis skill inherits all available tools. When active, it can use any tool Claude has access to.
Strategic portfolio planning for multi-project coordination and optimization.
This skill provides a systematic approach to:
Before starting portfolio planning, ensure:
| Prerequisite | Required For | Source |
|---|---|---|
| Project list | Portfolio scope | Project registry |
| Strategic objectives | Alignment scoring | Strategy documents |
| Resource availability | Capacity planning | Resource planner |
| Budget constraints | Financial planning | Finance team |
Objective: Create complete picture of current portfolio
Actions:
Output: docs/pmo/{date}/portfolio-inventory.md
Checklist:
Objective: Evaluate how each project aligns with strategic objectives
Actions:
Alignment Scoring:
| Score | Meaning |
|---|---|
| 5 | Directly enables strategic objective |
| 4 | Strongly supports strategic objective |
| 3 | Moderately supports strategy |
| 2 | Weak strategic connection |
| 1 | No clear strategic value |
Output: docs/pmo/{date}/strategic-alignment.md
Objective: Understand portfolio capacity constraints
Actions:
Dispatch: resource-planner for detailed analysis
Output: docs/pmo/{date}/capacity-assessment.md
Objective: Aggregate and correlate risks across portfolio
Actions:
Dispatch: risk-analyst for detailed analysis
Output: docs/pmo/{date}/portfolio-risks.md
Objective: Recommend portfolio changes for optimal value delivery
Actions:
Optimization Criteria:
| Criterion | Weight | Description |
|---|---|---|
| Strategic value | 30% | Alignment with objectives |
| Resource efficiency | 25% | Resource utilization optimization |
| Risk balance | 20% | Portfolio risk distribution |
| Dependencies | 15% | Dependency health |
| Timeline | 10% | Schedule alignment |
Output: docs/pmo/{date}/portfolio-recommendations.md
See shared-patterns/anti-rationalization.md for universal anti-rationalizations.
| Rationalization | Why It's WRONG | Required Action |
|---|---|---|
| "We know our portfolio well" | Familiarity breeds blind spots. Fresh analysis required. | Complete full inventory |
| "All projects are strategic" | If everything is strategic, nothing is. Differentiation required. | Score alignment objectively |
| "Capacity is fine, teams said so" | Self-reported capacity often optimistic. Validation required. | Verify with utilization data |
| "Risk aggregation is overkill" | Portfolio risk > sum of project risks. Correlation matters. | Aggregate and correlate risks |
See shared-patterns/pressure-resistance.md for universal pressure scenarios.
| Pressure Type | Request | Agent Response |
|---|---|---|
| "Just add this project, it's approved" | "Approval ≠ capacity. Portfolio impact assessment required before adding." | |
| "Don't question the strategic projects" | "All projects require alignment verification. No exemptions for labeled 'strategic' projects." | |
| "We don't have time for full planning" | "Incomplete planning causes downstream delays. Completing full planning cycle." |
ALWAYS pause and report blocker for:
| Situation | Required Action |
|---|---|
| Portfolio capacity exceeded by >20% | STOP. Report overload. Wait for prioritization decision. |
| Strategic objectives unclear | STOP. Cannot score alignment. Request strategy clarification. |
| Resource data unavailable | STOP. Cannot assess capacity. Request resource information. |
| Multiple high-risk projects correlated | STOP. Report compound risk. Wait for risk mitigation decision. |
The following requirements are NON-NEGOTIABLE:
| Requirement | Cannot Override Because |
|---|---|
| Complete portfolio inventory | Hidden projects distort capacity and priority |
| Strategic alignment scoring | Unscored projects cannot be prioritized |
| Capacity validation | Assumed capacity leads to overcommitment |
| Risk aggregation | Portfolio risk > sum of project risks |
| Stakeholder input | Decisions without stakeholder input fail adoption |
If user insists on violating these:
When assessing portfolio issues:
| Severity | Criteria | Examples |
|---|---|---|
| CRITICAL | Portfolio viability at risk | >50% projects red, capacity exceeded by >30%, strategic misalignment |
| HIGH | Significant portfolio impact | Multiple correlated risks, key project failing, major resource gaps |
| MEDIUM | Optimization needed | Imbalanced portfolio, moderate resource pressure, minor misalignment |
| LOW | Minor improvements possible | Process refinements, template improvements, minor optimization |
Report ALL severities. Escalate CRITICAL immediately. Address HIGH this week.
# Portfolio Status Summary - [Date]
## Portfolio Overview
| Metric | Value | Status |
|--------|-------|--------|
| Active Projects | N | - |
| Total Investment | $X | - |
| Capacity Utilization | X% | Green/Yellow/Red |
| Portfolio Risk Score | X/10 | Green/Yellow/Red |
## Strategic Alignment
| Objective | Projects | Coverage |
|-----------|----------|----------|
| [Objective 1] | [List] | X% |
| [Objective 2] | [List] | X% |
## Health Summary
| Status | Count | Projects |
|--------|-------|----------|
| Green | N | [List] |
| Yellow | N | [List] |
| Red | N | [List] |
## Recommendations
1. [Recommendation with rationale]
2. [Recommendation with rationale]
## Decisions Required
1. [Decision needed with options]
2. [Decision needed with options]
Base metrics per shared-patterns/execution-report.md:
| Metric | Value |
|---|---|
| Analysis Date | YYYY-MM-DD |
| Scope | [Portfolio name/scope] |
| Duration | Xh Ym |
| Result | COMPLETE/PARTIAL/BLOCKED |
| Metric | Value |
|---|---|
| projects_reviewed | N |
| capacity_utilization | X% |
| strategic_alignment_avg | X.X/5 |
| recommendations_count | N |
| Condition | Verification |
|---|---|
| Recent planning exists (<30 days) | Reference existing portfolio plan |
| No new projects proposed | Verify no intake requests pending |
| No significant changes | Confirm no budget/resource/strategy changes |
| All projects on track (Green) | Verify no Yellow/Red status |
MUST: Full portfolio planning REQUIRED for the following conditions:
| Condition | Why Required |
|---|---|
| New project intake request | Must assess impact on portfolio |
| Quarterly/annual planning cycle | Regular planning cadence required |
| Strategic objectives changed | Alignment must be re-assessed |
| Resource constraints identified | Prioritization decisions needed |
| Multiple projects Yellow/Red | Intervention and rebalancing required |
MUST: When in doubt, refresh the portfolio plan. Stale portfolio plans cause misaligned investments.
This skill should be used when the user asks about libraries, frameworks, API references, or needs code examples. Activates for setup questions, code generation involving libraries, or mentions of specific frameworks like React, Vue, Next.js, Prisma, Supabase, etc.
UI/UX design intelligence. 50 styles, 21 palettes, 50 font pairings, 20 charts, 9 stacks (React, Next.js, Vue, Svelte, SwiftUI, React Native, Flutter, Tailwind, shadcn/ui). Actions: plan, build, create, design, implement, review, fix, improve, optimize, enhance, refactor, check UI/UX code. Projects: website, landing page, dashboard, admin panel, e-commerce, SaaS, portfolio, blog, mobile app, .html, .tsx, .vue, .svelte. Elements: button, modal, navbar, sidebar, card, table, form, chart. Styles: glassmorphism, claymorphism, minimalism, brutalism, neumorphism, bento grid, dark mode, responsive, skeuomorphism, flat design. Topics: color palette, accessibility, animation, layout, typography, font pairing, spacing, hover, shadow, gradient. Integrations: shadcn/ui MCP for component search and examples.