1 — Project Setup

Capture the client and session context before you begin.

Optional — shown in the header throughout the session
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Objectives, context, anything useful to capture

2 — Stakeholders

Everyone in the room introduces themselves. Add each participant — their name and role establishes whose perspective will shape the portfolio.

NameRole / Title

3 — Opportunities

Brainstorm ideas together, then lasso-merge related notes into opportunity themes.

4 — Agent Authority

Review the proposed autonomy level for each opportunity as a team. Each stakeholder assigns their own view independently. Divergence highlights governance conversations that need resolving before you build.

5 — Criteria

Select which yardsticks to apply. Tick to include; adjust weight if some criteria matter more for this client.

Inputs: Observe · Orient OBS
Outcomes: Decide · Act ACT

Inputs: Observe · Orient (OBS) = how hard is it to get the data into a usable state?  ·  Outcomes: Decide · Act (ACT) = how risky are the decisions and actions taken?  ·  Lower scores = better fit. Ideal position: 0,0.

6 — Scoring

Score each opportunity. 6a — Inputs: Observe · Orient covers data and supply-side burden. 6b — Outcomes: Decide · Act covers decision risk and demand-side factors.

Select a stakeholder above to begin scoring.
Opportunities
Select an opportunity from the list to begin scoring.

7 — Portfolio

Review and compare opportunities. Use the quadrant, ranking table, and consensus view to build your recommendation.

#OpportunityTypeDomain Supply burdenAction riskHFF scoreConsensus

Cells show HFF fitness score per stakeholder per opportunity. Green = low (good), Red = high (avoid).