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Test Prep

Portfolio Composite Index with Weighted CPI and SPI and Weighted Component Importance

Posted on February 24, 2026 by Jessika Jake

Portfolio Composite Index Three-step formula — weighted CPI & SPI with a 70/30 blend What the letters mean CPI — Cost Performance Index. Are you on budget? SPI — Schedule

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Lead Well Test Prep

What Holds Direction Together: Intent and Narrative Systems in Organizations

Posted on by Jessika Jake

Every organization tells a story about itself — who it is, why it exists, where it is going, and what it expects from the people inside it. That story is

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Test Prep

The Results Chain: The If–Then Logic That Connects Strategy to Portfolio Value

Posted on September 5, 2025 by Jessika Jake

(Right-click and open in a new tab to enlarge) Most organizations are full of well-intentioned work that never quite adds up. Projects finish on time, budgets hold, deliverables get checked

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Test Prep

When Does the Mission Get Defined for Portfolios and Programs?

Posted on July 15, 2025 by Jessika Jake

Portfolio and program missions sit between high-level intent and concrete delivery decisions. The timing of mission definition therefore needs to take account of when strategic themes are set, when alternatives

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Lead Well Test Prep Think, Play, Create

The Decision Stack: Vision → Goals → Objectives → Strategy → Business Model

Posted on by Jessika Jake

In formal management theory and practice, vision, goals, and objectives define the big WHATs, while strategy and business models describe how this will happen in practice… the big HOWs. Strategy

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Lead Well Test Prep

Better and Betterer Business Models

Posted on by Jessika Jake

A business model explains how value is created, delivered, and captured. It describes how an organization meets customer needs in a way that is financially viable. This includes how revenue

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Test Prep

Better and Betterer Operating Models

Posted on February 6, 2025 by Jessika Jake

An operating model defines how an organization functions to deliver on its strategy and business model. It’s not the same as structure or process—it’s the full architecture of how decisions

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Lead Well Think, Play, Create

Designing a Portfolio Business Model: From Idea Collection to Coherent System

Posted on by Jessika Jake

At the organization level, strategy is the set of choices about where to play, how to win, and what capabilities to build. The enterprise business model gives up the picture

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Lead Well

Sunray Diagram: An AS IS / TO BE Visualization

Posted on by Jessika Jake

PMI recommends using an “as-is” to “to-be” visual to illustrate — at a high level — how the portfolio aligns with the organizational strategy and objectives. It’s an integrated view

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Be Lead Well Test Prep Think, Play, Create

Building Up to Portfolio Charter Authorization

Posted on by Jessika Jake

In prior posts I covered portfolio strategic design and the prioritization model (pre‑component). These addressed: Here we will start looking at component‑level portfolio construction Tasks 4–6 in the Strategic Alignment

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  • February 24, 2026

    Portfolio Composite Index with Weighted CPI and SPI and Weighted Component Importance

  • ITIL IDOL GAME 6 (ITIL v5)

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We help unleash vitality through global best practice leadership using the Knowledge Compounding Approach™ (KCA)—where learning clicks into place via our flagship models: D.R.I.V.E. Success™, The S.E.C. Check™, and Mind CREW™. Our founder, Jessika Jake (PMP®, PgMP®, PfMP®, ITIL-SL, CSM) with 20+ years of experience, has worked with prestigious organizations including the U.S. Air Force, HP, and Stanford University. We deliver transformative experiences, driving 97-325% increases in effective hourly rate and 130% productivity improvement. Recognized by ASTD and ISPI, our certified experts empower you to escape ever-stressed mode, unveil vitality, and create positive impact.

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