Case Study

Corporate Portfolio Assessment and Planning


A large Public Health organization was struggling with developing a reliable and repeatable approach to portfolio planning. They were challenged with articulating the cost and benefits of the initiatives necessary to meet their annual operating plan. They needed to capture and assess all current projects to determine how work should be performed moving forward.


Vynamic designed and led a program to jointly assess each initiative and create a foundation for improvement through an increased focus on structured project planning and team formation. Vynamic used a structured approach for prioritizing and identifying the work that would have the biggest impact for the organization and developed a consolidated, actionable corporate portfolio that would drive the necessary business results and success.


Working with Vynamic, our Public Health customer has clear visibility and transparency into the key initiatives that they have aligned to strategic goals. They are now better equipped to adapt and manage their corporate portfolio.

Some specific results achieved include:

  • A framework and scorecard for prioritizing work performed across organization
  • A redefined Governance structure with accountability for delivering results
  • An organization that is aligned with their strategic goals and business needs