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portfolio-balance

Assess planned work portfolios against target strategic, tactical, and maintenance ratios.

Updated Aug 27, 2026
Search Tags:#planning#maintenance#portfolio#backlog#strategic#balance#tactical
One-click install
npx skills add https://github.com/tgsatwit/agent-delivery-pub --skill portfolio-balance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-balance
Source: https://github.com/tgsatwit/agent-delivery-pub/tree/main/.claude/skills/portfolio-balance
Command: npx skills add https://github.com/tgsatwit/agent-delivery-pub --skill portfolio-balance

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps ensure that your team's planned work portfolio maintains a healthy balance between strategic initiatives, tactical improvements, and essential maintenance, preventing urgent tasks from crowding out long-term value.

Core Features & Use Cases

  • Portfolio Assessment: Analyzes the mix of planned work items across strategic, tactical, and maintenance categories.
  • Ratio Calculation: Computes balance based on both item count and estimated effort (story points/hours).
  • Imbalance Detection: Flags deviations from target ratios and identifies root causes.
  • Recommendation Generation: Suggests specific adjustments to rebalance the portfolio.
  • Use Case: During cycle planning, use this Skill to review the proposed backlog and ensure sufficient investment in strategic OKRs, not just immediate tactical requests or bug fixes.

Quick Start

Use the portfolio-balance skill to assess the current work portfolio against the target ratio.

Frequently Asked Questions about portfolio-balance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I balance strategic, tactical, and maintenance work in my portfolio?▼

To balance your portfolio, assess the planned work mix against target ratios using OKRs and divisional priorities. This flags imbalances and recommends adjustments during cycle planning to prevent urgent tasks from crowding out long-term value.

What is the best way to detect backlog imbalances during cycle planning?▼

Detecting backlog imbalances involves classifying work items by effort-weighted ratios across strategic, tactical, and maintenance categories. This identifies root causes of deviations and suggests specific adjustments to rebalance the portfolio.

Can I calculate portfolio balance using story points and item count?▼

Yes, you can calculate portfolio balance by computing ratios based on both item count and estimated effort, such as story points or hours. This effort-weighted approach quantifies work items to ensure accurate balance assessment.

Does portfolio balance assessment work with OKRs and divisional priorities?▼

Portfolio balance assessment works directly with OKRs and divisional priorities. It utilizes these inputs alongside the current backlog state to classify planned work and verify sufficient investment in strategic initiatives.

When should I review my work portfolio for strategic, tactical, and maintenance mix?▼

You should review your work portfolio during cycle planning or backlog grooming. Assessing the work mix at these stages ensures urgent tactical requests or bug fixes do not crowd out essential long-term strategic value.

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