{"id":24134,"date":"2024-10-24T11:34:00","date_gmt":"2024-10-24T16:34:00","guid":{"rendered":"https:\/\/blog.planview.com\/?p=24134"},"modified":"2025-03-06T11:02:11","modified_gmt":"2025-03-06T17:02:11","slug":"combining-adaptability-strategy-portfolio-management","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/","title":{"rendered":"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management"},"content":{"rendered":"\n<p>Leaders must balance detailed short-term planning flexibility and strategic alignment to manage portfolios effectively. Most portfolio management platforms emphasize only one of these competencies&nbsp;at the expense of the other. For example, organizations striving for adaptability may stray too far from strategic goals, while organizations emphasizing strategy may be too rigid to react to near-term constraints.<\/p>\n\n\n\n<p>This blog explains how leaders can reconcile the tension between adaptability and strategic alignment. With the right processes and tools, organizations can embrace the kind of flexibility that enables them to&nbsp;capitalize on opportunities without sacrificing long-term goals.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#What_is_Adaptive_Portfolio_Management\" >What is Adaptive Portfolio Management?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#What_is_Strategic_Portfolio_Management\" >What is Strategic Portfolio Management?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#Challenges_with_Portfolio_Management_Solutions\" >Challenges with Portfolio Management Solutions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#Combining_strategy_and_adaptability\" >Combining strategy and adaptability<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#Do_More_with_Dual_Threat_Portfolio_Management\" >Do More with Dual Threat Portfolio Management<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\" id=\"h-what-is-adaptive-portfolio-management\"><span class=\"ez-toc-section\" id=\"What_is_Adaptive_Portfolio_Management\"><\/span>What is Adaptive Portfolio Management?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Adaptive portfolio management is geared towards short- and medium-term solutions. It\u2019s about making more minor decisions more frequently\u2014sometimes even daily\u2014to <a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/product-innovation-portfolio-management\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">stay efficient as conditions change<\/a>.<\/p>\n\n\n\n<p>Adaptable teams use recent historical data and short-term projections, drilling down to the individual resource level to optimize workflows. Using cost management and capacity metrics, teams can quickly adjust plans, adapting to changes in project priorities, scope, market conditions, or resource constraints. These small, frequent adjustments yield significant benefits over time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-strategic-portfolio-management\"><span class=\"ez-toc-section\" id=\"What_is_Strategic_Portfolio_Management\"><\/span>What is Strategic Portfolio Management?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Strategic portfolio management focuses on the business&#8217;s long-term success and health. Leaders must make high-level decisions and <a href=\"https:\/\/info.planview.com\/the-leaders-guide-to-managing-complex-portfolios-_guide_pi_en_reg.html\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">trade-offs across complex portfolios<\/a> and projects with an eye to overall business objectives. These decisions, at best, occur monthly or quarterly. Annual reviews are also common but can lead to quick detachment from business realities in this modern, fast-paced digital era.<\/p>\n\n\n\n<p>The data used in strategic portfolio management is future-oriented, often looking multiple years ahead. Metrics typically relate to business outcomes such as profits, losses, employee happiness, and customer satisfaction. Aggregated data about resources and costs is also helpful.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-challenges-with-portfolio-management-solutions\"><span class=\"ez-toc-section\" id=\"Challenges_with_Portfolio_Management_Solutions\"><\/span>Challenges with Portfolio Management Solutions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Some solutions support adaptive management, while others support strategic management. These two approaches have significant differences. For example, they often employ different datasets&nbsp;built for distinct use cases and workflows. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>It is rare to find a single platform that&nbsp;can accomplish both\u2014that would be akin to building a single watercraft that could serve as both a speedboat and a&nbsp;cruise ship.<\/p>\n<\/blockquote>\n\n\n\n<p>Another difference is the user base. Many stakeholders\u2014typically hundreds or thousands\u2014can participate in the adaptive process. However, relatively few people\u2014usually senior in the organization\u2014participate in the strategic process.<\/p>\n\n\n\n<p>The challenge lies in integrating these two unique and essential capabilities. When organizations favor one over the other, they risk missing opportunities and losing sight of long-term goals.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-if-you-are-constantly-prioritizing-adaptivity\">What if you are constantly prioritizing adaptivity?<\/h3>\n\n\n\n<p>When companies get too focused on being overly flexible and adaptive, they typically try one of two things: either they (1) force-fit strategic processes into decisions made with an ill-suited tool, or (2) strategic processes become siloed and static and live somewhere offline, for example, in an Excel spreadsheet.<\/p>\n\n\n\n<p>What you end up with is a disjointed process where daily decisions neglect long-term strategy and strategic planners lack valuable insights into daily work. They are forced to rely on manual reporting, which is error-prone and time-consuming.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-if-you-are-unmovable-in-adherence-to-strategy\">What if you are unmovable in adherence to strategy?<\/h3>\n\n\n\n<p>Though less common, this situation is no less detrimental. Agility is essential in today\u2019s fast-changing business environment. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Without an adaptable portfolio management solution, you\u2019ll miss opportunities, get stuck in a rut, and end up delivering projects months or years behind schedule.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-combining-strategy-and-adaptability\"><span class=\"ez-toc-section\" id=\"Combining_strategy_and_adaptability\"><\/span>Combining strategy and adaptability<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Portfolio managers need a <a href=\"https:\/\/info.planview.com\/rs\/456-QCH-520\/images\/Planview-Product-Portfolio-Management-SB-EN.pdf\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">streamlined and collaborative approach<\/a> to reap the benefits of both strategic and adaptable management. On the strategy side, leaders need an easy and <a href=\"https:\/\/blog.planview.com\/making-real-time-product-portfolio-data-analysis-a-priority\/\" class=\"ek-link\">timely way to visualize data <\/a>about work happening on the ground. Simultaneously, leaders at the team level need to understand how their daily decisions help or hinder overarching business goals.<\/p>\n\n\n\n<p><strong>Integrating adaptive and strategic solutions is made possible by Planview AdaptiveWork and Planview Advisor. <\/strong><\/p>\n\n\n\n<p>Here\u2019s how it works in three steps:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-1-build-plans-in-planview-adaptivework\">1.  Build Plans in Planview AdaptiveWork<\/h4>\n\n\n\n<p><a href=\"https:\/\/www.planview.com\/products-solutions\/products\/adaptivework\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">Planview AdaptiveWork<\/a> helps you focus on execution. It allows you to track productivity, visualize collaboration, tackle risks, and manage resource capacity.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-connect-plans-to-strategy-with-planview-advisor\">2.  Connect Plans to Strategy with Planview Advisor<\/h4>\n\n\n\n<p><a href=\"https:\/\/www.planview.com\/products-solutions\/products\/advisor\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">Planview Advisor<\/a> keeps you on track to meet long-term business goals. With in-depth, high-level financial data, you can analyze risks and rewards without getting lost in the weeds of team metrics. Essentially, Advisor\u2019s insights help you make strategy-aligned decisions about your projects in AdaptiveWork, saving you time, resources, and administrative headaches.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-use-planview-advisor-s-scenario-analysis-to-weigh-alternatives\">3.  Use Planview Advisor\u2019s scenario analysis to weigh alternatives<\/h4>\n\n\n\n<p>Planview Advisor also has built-in scenario analysis capabilities that show how your goals would be affected if you made certain trade-offs. In these \u201cwhat-if\u201d analyses, you can visualize the impact of delays, budget overruns, and alternative resource allocations on your portfolio value.<\/p>\n\n\n\n<p>When building scenarios, you can layer in existing initiatives, future projects, and potential investments, partnerships, or acquisitions. Planview\u2019s embedded risk analysis capabilities, including Monte Carlo simulations, allow you to grasp the implications of alternative courses of action quickly. This is forward-looking planning at its most comprehensive.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-do-more-with-dual-threat-portfolio-management\"><span class=\"ez-toc-section\" id=\"Do_More_with_Dual_Threat_Portfolio_Management\"><\/span>Do More with Dual Threat Portfolio Management<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Integrating adaptive and strategic management is critical for the long-term profitability of your business. On the one hand, teams and team leaders, who are closest to the work, are in the best position to adapt to risks and seize opportunities as they arise. On the other hand, strategic leaders need to make long-term plans with high-level insights. An integrated, dual-pronged approach is the surest way to meet every leader\u2019s needs.<\/p>\n\n\n\n<p>Planview AdaptiveWork and Planview Advisor provide a streamlined data flow between short\u2014and long-term planning. This reduces manual work, allowing leaders to make intelligent decisions faster. Scenario analysis helps you visualize outcomes holistically across your portfolio, enabling you to pursue goals confidently.<\/p>\n\n\n\n<p>See how our integrated approach to product portfolio management can help your team move with speed and confidence in this <a aria-label=\"demo (opens in a new tab)\" href=\"https:\/\/info.planview.com\/adaptivework-advisor-_demo-on-demand_prm_en_reg.html\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"ek-link\">demo<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Leaders must balance detailed short-term planning flexibility and strategic alignment to manage portfolios effectively. Most portfolio management platforms emphasize only one of these competencies&nbsp;at the expense of the other. For example, organizations striving for adaptability may stray too far from strategic goals, while organizations emphasizing strategy may be too rigid to react to near-term constraints&#8230;.<\/p>\n","protected":false},"author":254,"featured_media":24166,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[1,9684],"tags":[168,9572,9581,442],"class_list":["post-24134","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-innovation-management","category-strategic-portfolio-management","tag-innovation-management","tag-product-portfolio-analysis","tag-project-portfolio-management","tag-technology-portfolio-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management - Planview Blog<\/title>\n<meta name=\"description\" content=\"Discover how to master portfolio management by balancing key capabilities that enable you to stay agile while focusing on long-term organizational goals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management\" \/>\n<meta property=\"og:description\" content=\"Discover how to master portfolio management by balancing key capabilities that enable you to stay agile while focusing on long-term organizational goals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-24T16:34:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-06T17:02:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"680\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Dan Smith\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Planview\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Dan Smith\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/\"},\"author\":{\"name\":\"Dan Smith\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/72b99da345e94314f58ec9d127c28aaf\"},\"headline\":\"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management\",\"datePublished\":\"2024-10-24T16:34:00+00:00\",\"dateModified\":\"2025-03-06T17:02:11+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/\"},\"wordCount\":973,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg\",\"keywords\":[\"Innovation Management\",\"Product portfolio analysis\",\"project portfolio management\",\"Technology Portfolio Management\"],\"articleSection\":[\"Innovation Management\",\"Strategic Portfolio Management\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/\",\"url\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/\",\"name\":\"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management - Planview Blog\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg\",\"datePublished\":\"2024-10-24T16:34:00+00:00\",\"dateModified\":\"2025-03-06T17:02:11+00:00\",\"description\":\"Discover how to master portfolio management by balancing key capabilities that enable you to stay agile while focusing on long-term organizational goals.\",\"breadcrumb\":{\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage\",\"url\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg\",\"contentUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg\",\"width\":1200,\"height\":680},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/blog.planview.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/blog.planview.com\/#website\",\"url\":\"https:\/\/blog.planview.com\/\",\"name\":\"Planview Blog\",\"description\":\"Leading the conversation on digital connected work\",\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/blog.planview.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/blog.planview.com\/#organization\",\"name\":\"Planview\",\"url\":\"https:\/\/blog.planview.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png\",\"contentUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png\",\"width\":280,\"height\":66,\"caption\":\"Planview\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\",\"https:\/\/x.com\/Planview\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/72b99da345e94314f58ec9d127c28aaf\",\"name\":\"Dan Smith\",\"description\":\"Dan Smith is the Product Manager for Advisor at Planview, Inc. Prior to that; he oversaw information security and application infrastructure at Enrich. Dan holds a graduate certificate in engineering management from the University of Cambridge, an MBA from Santa Clara University, and a BSE in mechanical engineering from the University of Pennsylvania. He believes a company runs on its collective stomach and, in his spare time, plots reasons to bring cake into the office.\",\"url\":\"https:\/\/blog.planview.com\/author\/dan-smith\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management - Planview Blog","description":"Discover how to master portfolio management by balancing key capabilities that enable you to stay agile while focusing on long-term organizational goals.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/","og_locale":"en_US","og_type":"article","og_title":"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management","og_description":"Discover how to master portfolio management by balancing key capabilities that enable you to stay agile while focusing on long-term organizational goals.","og_url":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/","og_site_name":"Planview Blog","article_publisher":"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772","article_published_time":"2024-10-24T16:34:00+00:00","article_modified_time":"2025-03-06T17:02:11+00:00","og_image":[{"width":1200,"height":680,"url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg","type":"image\/jpeg"}],"author":"Dan Smith","twitter_card":"summary_large_image","twitter_creator":"@Planview","twitter_site":"@Planview","twitter_misc":{"Written by":"Dan Smith","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#article","isPartOf":{"@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/"},"author":{"name":"Dan Smith","@id":"https:\/\/blog.planview.com\/#\/schema\/person\/72b99da345e94314f58ec9d127c28aaf"},"headline":"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management","datePublished":"2024-10-24T16:34:00+00:00","dateModified":"2025-03-06T17:02:11+00:00","mainEntityOfPage":{"@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/"},"wordCount":973,"publisher":{"@id":"https:\/\/blog.planview.com\/#organization"},"image":{"@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage"},"thumbnailUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg","keywords":["Innovation Management","Product portfolio analysis","project portfolio management","Technology Portfolio Management"],"articleSection":["Innovation Management","Strategic Portfolio Management"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/","url":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/","name":"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management - Planview Blog","isPartOf":{"@id":"https:\/\/blog.planview.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage"},"image":{"@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage"},"thumbnailUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg","datePublished":"2024-10-24T16:34:00+00:00","dateModified":"2025-03-06T17:02:11+00:00","description":"Discover how to master portfolio management by balancing key capabilities that enable you to stay agile while focusing on long-term organizational goals.","breadcrumb":{"@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#primaryimage","url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg","contentUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2024\/10\/Combining-Adaptability-and-Strategy-in-Portfolio-Management-Converted_1200x680.jpg","width":1200,"height":680},{"@type":"BreadcrumbList","@id":"https:\/\/blog.planview.com\/combining-adaptability-strategy-portfolio-management\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/blog.planview.com\/"},{"@type":"ListItem","position":2,"name":"The Best of Both Worlds: Combining Adaptability and Strategy in Portfolio Management"}]},{"@type":"WebSite","@id":"https:\/\/blog.planview.com\/#website","url":"https:\/\/blog.planview.com\/","name":"Planview Blog","description":"Leading the conversation on digital connected work","publisher":{"@id":"https:\/\/blog.planview.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/blog.planview.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/blog.planview.com\/#organization","name":"Planview","url":"https:\/\/blog.planview.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/","url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png","contentUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png","width":280,"height":66,"caption":"Planview"},"image":{"@id":"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/"},"sameAs":["http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772","https:\/\/x.com\/Planview"]},{"@type":"Person","@id":"https:\/\/blog.planview.com\/#\/schema\/person\/72b99da345e94314f58ec9d127c28aaf","name":"Dan Smith","description":"Dan Smith is the Product Manager for Advisor at Planview, Inc. Prior to that; he oversaw information security and application infrastructure at Enrich. Dan holds a graduate certificate in engineering management from the University of Cambridge, an MBA from Santa Clara University, and a BSE in mechanical engineering from the University of Pennsylvania. He believes a company runs on its collective stomach and, in his spare time, plots reasons to bring cake into the office.","url":"https:\/\/blog.planview.com\/author\/dan-smith\/"}]}},"_links":{"self":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts\/24134","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/users\/254"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/comments?post=24134"}],"version-history":[{"count":0,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts\/24134\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/media\/24166"}],"wp:attachment":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/media?parent=24134"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/categories?post=24134"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/tags?post=24134"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}