Introduction to Portfolio Planning

This course is an introduction to the techniques and processes involved in portfolio planning - portfolios being any number of products, services, and associated offerings a company provides.

Today’s companies struggle managing their scarce resources to deliver ever more compelling products and services faster than their competition while generating greater value. Portfolio planning in this context is the culmination of efforts to explore, generate, and direct multiple options to optimize a company’s investment against their constraints and strategic goals. This course will explore the role of portfolio planning in typical organizations and how it relates to other activities like strategic planning and product specification.


Learning Objectives
Students will learn the basic techniques and approaches for portfolio planning laying the foundation for further studies. Some key concepts covered are:

  • Ohmae's Three Cs
  • Strategy Canvas / Doblin Ten Types of Innovation
  • Customer Segmentation and Adoption
  • Porter's Five Forces
  • Buyer Utility Cycle (User Journey)
  • Market Lifecycle
  • Competitive Landscapes
  • Ansoff's Product Growth Matrix
  • Cooper's Portfolio Scorecard
  • Market Excellence (Core Competencies)
  • Technology roadmaps

Learning Outcomes

Upon completion of this course students will be able to create and describe a holistic portfolio plan. In particular, students will be able to construct the logic necessary to link a plan's objectives to a company's context and strategic goals. Students will become familiar with typical business planning concepts and how they contribute (or not) to the insight necessary for a compelling portfolio plan. Students will demonstrate these skills in a paper that provides portfolio recommendations to an assigned set of offerings.


Managing Interdisciplinary Teams Design Connoisseurship Engaging Stakeholders in Innovation Special Topics Faculty Research Design Process and Knowledge Making the User Centered Case
Modeling Complexity Theories of Communication Fundamentals of Visual Communication Advanced Diagramming Metaphor and Analogy in Design Diagram Development Communication Strategies Communication Design Workshop
Extensions of Media and Technology Interactive Space Interaction Design for Embedded Systems Interaction Design for Immersive Systems Prototyping Interactions Persuasive Interaction Design History of Interaction Design Interaction Design Methods Digital Development Workshop Interaction Design Workshop
Planning + Strategy
Designing Futures Adaptive Leadership Strategies for Open Innovation Organizational Models for Innovation Social and Economic Context of Design New Venture Design Innovation Methods Planning Implementation Business Models and Value Webs Business Frameworks and Strategy Design Planning Workshop Introduction to Portfolio Planning
Design Development & Implementation Product Architecture and Platforms Form and Materials New Product Definition Product Design Workshop
Systems and Systems Theory in Design Networked Objects Networked Cities Human System Integration Systems Modeling and Prototyping Platform-based Design Strategy Systems Approach to Design Information Structuring and Management Structured Planning Workshop Service Systems Workshop
User Research
Stimulus in Design Research Behavioral Economics Online Research Methods Principles and Methods of User Research Coding and Analysis Co-Design and Participatory Research Methods Survey Methods Cultural Probes Experience Modeling Interview Methods Research Photography Research Planning & Execution