Governance, Portfolio & Funding

Practical decision frameworks, portfolio tools, and funding models to prioritize and govern discovery and innovation investments.


Template

Decision Governance & Criteria Template

A practical, ready-to-adapt template for defining decision gates, required evidence, metrics, roles, and escalation paths so teams can run transparent, repeatable go/no‑go and funding decisions across a discovery and innovation portfolio.

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Canvas

Decision Governance & Criteria Canvas

A practical, fillable canvas that makes funding, go/no‑go, and prioritization decisions explicit: who decides, what criteria matter, what evidence is required, timing and gates, recommended budget ranges, and escalation paths. Includes examples, a scoring rubric, and guidance for consistent, transparent decisions.

Members:
Decision Tool

Innovation Portfolio Prioritization Rubric

A practical, adaptable rubric and spreadsheet-ready model to score and visualize investments across discovery, transition, and scaling stages. Includes clear scoring guidance, default weights, visualization approaches (bubble chart, stacked allocation), governance thresholds, and cadence recommendations to keep discovery funded and scaling pipelines healthy.

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Tool

Governance & Portfolio — Prioritization Matrix (Effort vs Impact)

A practical, extensible prioritization template and decision guide for scoring, comparing, visualizing, and funding discovery, incubation, and scaling work. Includes a default weighted scoring method, stage mapping, sample gating rules, portfolio allocation profiles, visualization tips, and a filled example.

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Template

Project Gate Review Template

An interactive, 20-minute gate review form and template that captures evidence, measured outcomes vs success criteria, risk assessment, recommended next action (iterate/pivot/scale/stop), resource impacts, decision, and clear next steps. Designed to create consistent, transparent go/no-go decisions across the innovation portfolio and store review records for portfolio reporting.

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Template

Funding Decision Matrix & Stage Criteria (Template)

A practical, ready-to-use funding decision matrix that maps lifecycle stages to required evidence, expected metrics, funding ranges, decision owners, go/no-go criteria, and post-funding milestones. Includes a scoring rubric, sample funding models, and meeting facilitation guidance to help teams make consistent funding choices that match risk, learning needs, and portfolio goals.

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