What documentation does the portfolio planning skill generate?

It generates a suite of markdown reports including a portfolio inventory, strategic alignment scores, capacity assessments, and a final portfolio status summary.

What are the 'Blocker Criteria' for this skill?

The skill will stop and report a blocker if portfolio capacity is exceeded by more than 20%, if strategic objectives are unclear, or if resource data is missing.

How does this skill improve resource management?

The skill aggregates demand across all active projects and compares it against total capacity to identify over or under-allocation, providing data-driven insights for staffing.

Can I use this for planning a single project?

No, this skill is designed for multi-project coordination. For single project planning, you should use the ring:pre-dev-feature skill.

Strategic Portfolio Planning

Name: Strategic Portfolio Planning
Author: LerianStudio

byLerianStudio

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협업 도구

Coordinates multiple projects and optimizes resource allocation through systematic strategic portfolio-level analysis.

Strategic Portfolio Planning is a specialized skill designed for the archive-pmo-team plugin that enables AI agents to manage complex, multi-project environments. It provides a structured framework for assessing portfolio health, evaluating strategic alignment, and optimizing resource distribution across various initiatives. By enforcing rigorous quality gates—including inventory audits, capacity assessments, and risk correlation—this skill ensures that organizational priorities are met while preventing resource burnout and project misalignment.

주요 기능

01Multi-project inventory tracking and health monitoring

02Strategic alignment scoring (1-5 scale) to prioritize high-value work

03Automated capacity assessment and resource demand analysis

04Cross-portfolio risk aggregation and correlation identification

05Optimization recommendations based on strategic value and efficiency

0648 GitHub stars

사용 사례

01Planning and rebalancing project priorities for quarterly or yearly cycles

02Evaluating the impact of adding new projects to an existing portfolio

03Identifying and mitigating systemic risks that affect multiple workstreams

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add lerianstudio/ring portfolio-planning

For use in Claude.ai and ChatGPT

Download Skill