Managed Portfolio Academy
Module 5 – Seven simple steps for implementing managed portfolios
Step 1: Clearly identify and articulate your ‘future state’ vision and model
- What are your business beliefs and ‘future state’ vision you have for your business?
- Have you clearly identified current model limitations, business friction points, efficiency opportunities and reasons for change?
- How will managed portfolios assist your business to achieve its goals and provide client value while reducing cost of delivery?
- What key business changes must be needed to align your strategic model to your long-term practice vision and goals?
- Have you obtained input from others who have been on the managed portfolio journey before you?
- Have you articulated your vision and future model to staff and stakeholders and received stakeholder buy-in?