Instrument 02 · Portfolio Map

Where does your portfolio actually sit?

The three cards below are example use cases. Add your own with the form underneath — they're saved in this browser, same as the rest of your Playbook.

Blade inspection

automate-first · A

Cheap to do manually, expensive to check — automating this frees up the most time for the least verification risk.

Owner: Quality

Weld package review

use-design · A

Expensive to do and expensive to check — only automate if you invest in a good review interface (see Instrument 01).

Owner: Engineering

Supplier evidence triage

use-rule · B

Cheap either way — a simple checklist or rule is enough; AI is overkill here.

Owner: Quality

70% of portfolio value sits in appraisal.

SEQUENCING · BENEFIT VS. EFFORT

If you could only start one, which one?

Benefit is this use case’s share of total declared portfolio value. Effort is its production cost plus the control burden its own risk class already requires (Instrument 04) — not a separate estimate to argue about.

DO NEXT · 1

Above-average portfolio value, and its own risk class doesn't add much control burden on top of the production cost.

  • Blade inspection

SEQUENCE DELIBERATELY · 0

Above-average value, but production cost and risk-class controls together make it expensive to stand up — plan the interface investment (Instrument 01) before committing a date.

    BATCH LIGHTLY · 1

    Below-average value and cheap to stand up — worth doing, but not worth a dedicated initiative on its own.

    • Supplier evidence triage

    DEPRIORITISE · 1

    Below-average value and expensive to stand up once its risk class is accounted for — the weakest case in the current portfolio.

    • Weld package review

    Add a use case to your portfolio

    WHY THIS INSTRUMENT EXISTS

    Individual use cases are usually judged one at a time, which hides a portfolio-level trap: a set of use cases that each look reasonable can collectively concentrate risk on one evidence source, one supplier chain, or one unreviewed decision path.

    Plotting every use case against its risk level and its evidence readiness turns a list of proposals into a map of where the organisation's real exposure sits, and where the next defensible use case actually is.