Step 1: Map Current Initiatives

Categorize all current initiatives:

Horizon 1 (Core Business):

• [Initiative 1] - Expected impact: [metric]
• [Initiative 2] - Expected impact: [metric]
• [Initiative 3] - Expected impact: [metric]

  Horizon 2 (Emerging Opportunities):

• [Initiative 1] - Expected impact: [metric]
• [Initiative 2] - Expected impact: [metric]
• [Initiative 3] - Expected impact: [metric]

  Horizon 3 (Future Options):

• [Initiative 1] - Expected impact: [metric]
• [Initiative 2] - Expected impact: [metric]
• [Initiative 3] - Expected impact: [metric]

  Step 2: Assess Current Resource Allocation

  Current Split:

• Horizon 1: [percentage]%
• Horizon 2: [percentage]%
• Horizon 3: [percentage]%

  Ideal Split:

• Horizon 1: 70-80%
• Horizon 2: 15-20%
• Horizon 3: 5-10%

  Gap Analysis:

• [Where are you over-investing?]
• [Where are you under-investing?]
• [What are the risks?]

  Step 3: Identify Gaps

  Horizon 1 Gaps:

• [What core business areas need attention?]
• [Where are you leaving money on the table?]
• [What's underperforming?]

  Horizon 2 Gaps:

• [What growth engines are missing?]
• [What adjacencies could you explore?]
• [What opportunities are you ignoring?]

  Horizon 3 Gaps:

• [What transformative bets should you make?]
• [What disruptive threats should you prepare for?]
• [What future options should you explore?]

  Step 4: Create Balanced Portfolio

  Horizon 1 Initiatives (Select 5-8):

• [Initiative] - Timeline: [duration], Impact: [metric]
• [Initiative] - Timeline: [duration], Impact: [metric]
• [Initiative] - Timeline: [duration], Impact: [metric]

  Horizon 2 Initiatives (Select 2-4):

• [Initiative] - Timeline: [duration], Impact: [metric]
• [Initiative] - Timeline: [duration], Impact: [metric]

  Horizon 3 Initiatives (Select 1-2):

• [Initiative] - Timeline: [duration], Impact: [metric]

  Step 5: Define Success Metrics

  Horizon 1 Metrics:

• Revenue growth: [target]
• Margin improvement: [target]
• Market share: [target]
• Efficiency gains: [target]

  Horizon 2 Metrics:

• New revenue from emerging: [target]
• Growth rate of new businesses: [target]
• Customer acquisition in new markets: [target]

  Horizon 3 Metrics:

• Number of experiments running: [target]
• Learning velocity: [target]
• Options created: [target]

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  Common Portfolio Imbalances

  Imbalance 1: Over-Focus on Horizon 1

Symptom: 100% resources on current business

Risk: No future growth, vulnerable to disruption

Fix: Allocate 15-20% to Horizon 2, 5-10% to Horizon 3

Imbalance 2: Neglecting Horizon 1

Symptom: Too much focus on moonshots

Risk: Current business deteriorates, lack of funds for future

Fix: Prioritize Horizon 1 (70-80% resources), use profits to fund future

Imbalance 3: No Horizon 3 Bets

Symptom: All resources on predictable initiatives

Risk: Miss transformational opportunities, get disrupted

Fix: Make small, strategic bets on Horizon 3

Imbalance 4: Horizon 2 Not Scaling

Symptom: Emerging initiatives stay small forever

Risk: No new growth engines materialize

Fix: Provide sufficient resources and organizational support to scale Horizon 2

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