When should I use the Portfolio Planning skill?

You should trigger this skill when planning for a new quarter or year, evaluating new project intakes against your current workload, or when the portfolio needs rebalancing.

Does it integrate with other management tools?

Yes, it is designed to complement skills for resource allocation, risk management, and executive reporting, often dispatching tasks to specialized agents like 'resource-planner'.

What is the primary purpose of the Portfolio Planning skill?

It provides a systematic approach for multi-project coordination, helping teams assess portfolio health, evaluate strategic alignment, and optimize resource allocation across many initiatives.

What documentation does it produce?

It generates standardized markdown reports including portfolio inventories, alignment assessments, capacity reports, risk views, and final optimization recommendations.

How does this skill differ from standard project planning?

While standard planning focuses on individual features or tasks, this skill looks at the aggregate view of all projects to identify dependencies, capacity overloads, and strategic gaps.

Portfolio Planning & Optimization

Name: Portfolio Planning & Optimization
Author: luanrodrigues

byluanrodrigues

•

生産性とワークフロー

Optimizes multi-project portfolios through strategic alignment scoring, capacity assessment, and risk correlation.

The Portfolio Planning skill provides a comprehensive framework for Project Management Offices (PMO) and team leads to manage complex project ecosystems. It automates the process of project inventorying, strategic alignment scoring, and capacity assessment, ensuring that resource allocation is optimized and portfolio-wide risks are mitigated. By following a structured five-gate process—Inventory, Alignment, Capacity, Risk, and Optimization—this skill helps organizations move beyond manual spreadsheets to data-driven decision-making for quarterly planning and project intake.

主な機能

01Automated strategic alignment scoring and mapping

02Cross-project resource capacity and bottleneck analysis

03Standardized PMO documentation and status reporting templates

042 GitHub stars

05Five-gate strategic portfolio assessment framework

06Portfolio-wide risk correlation and mitigation planning

ユースケース

01Executing quarterly or annual portfolio planning and rebalancing cycles

02Identifying and recovering misaligned or over-allocated projects across the organization

03Evaluating the impact of new project requests on existing team capacity

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add luanrodrigues/ia-frmwrk portfolio-planning

For use in Claude.ai and ChatGPT

主な機能

01Automated strategic alignment scoring and mapping

02Cross-project resource capacity and bottleneck analysis

03Standardized PMO documentation and status reporting templates

042 GitHub stars

05Five-gate strategic portfolio assessment framework

06Portfolio-wide risk correlation and mitigation planning

ユースケース

01Executing quarterly or annual portfolio planning and rebalancing cycles

02Identifying and recovering misaligned or over-allocated projects across the organization

03Evaluating the impact of new project requests on existing team capacity

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add luanrodrigues/ia-frmwrk portfolio-planning

For use in Claude.ai and ChatGPT