Portfolio Mondays · Stealable one-pager
One-Page Portfolio Operating Rhythm
Write down who meets, in what order, who can fund, pause, or kill, what gets prepped, and where the decision log lives.
From What Replaces the Status Meeting Graveyard, a Portfolio Mondays episode on Portfolio Intelligence. Watch the episode
1. Who
Name the attendees for each meeting. Keep the lists short.
| Meeting | Its job | Attendees |
|---|---|---|
| Weekly delivery huddle 30 minutes | Blockers and dependencies across items, while they're cheap | |
| Monthly portfolio review | Spend capacity, check it again, fund, pause, or kill | |
| Quarterly strategy check | Does the portfolio still match what we said we care about? |
2. Agenda
Same order, every time. Green items live in the written pack. Exceptions get the room.
- Read the log.
- Review the exceptions.
- Check capacity.
- Decide.
3. Decision rights
If it isn't on the page, it isn't a right.
| Decision | Who can make it | At which meeting |
|---|---|---|
| Fund | ||
| Pause | ||
| Kill |
4. Prep
What gets drafted before each meeting, by when, and who checks the AI draft.
| Meeting | What gets drafted | By when | Who checks the AI draft |
|---|---|---|---|
| Weekly | |||
| Monthly | |||
| Quarterly |
5. Log
Any change to funded capacity goes through the cadence, or it gets named at the next review. No change without a line in the log. Pin this page where the portfolio work lives. Review it once a quarter.
Worked example (fictional)
The fictional IT and digital portfolio, one month after the scoring pass.
- Who
- Weekly: the portal, security, and gateway delivery leads. Monthly: sponsors and the portfolio lead. Quarterly: leadership.
- Agenda
- Read last month's log. Exceptions: the portal refresh has a two-week vendor slip; the paused finance export hit its rescore date. The patch window is on track and stays in the pack, no airtime.
- Decision rights
- Fund, pause, and kill sit with sponsors and the portfolio lead at the monthly review. Weekly surfaces problems; it does not spend capacity.
- Prep
- AI drafts the “what changed” brief and the meeting pack before the monthly review. The portfolio lead checks the draft with a skeptical eye.
- Log
- Fields as above. Owned by the portfolio lead. Lives next to the review pack.
| What we decided | Why | Who owns it | When we check it again |
|---|---|---|---|
| Fund a short developer boost for the portal refresh | Two-week vendor slip; audit season doesn't move | Portal lead | Next monthly review |
| Keep the finance export paused one more cycle | Rescore date reached; scores did not change | Export owner | New rescore date, next cycle |
One-Page Portfolio Operating Rhythm · scottpresley.net/tools/operating-rhythm · Portfolio Mondays on Portfolio Intelligence · AI drafts. Humans decide.