Audit. Align.Optimize.
What Is Portfolio Analysis?
Portfolio Analysis is a strategic review of all your learning programs, courses, and content — with the goal of identifying gaps, overlaps, low-value content, and alignment opportunities.
It gives you clarity on:
- Where your learning investments are going
- Which programs support real business outcomes
- What to scale, revise, retire, or rebuild
What’s Included
- Program Inventory & Mapping
We compile a full list of learning assets — formal and informal — and organize them by audience, objective, topic, and delivery format. - Strategic Alignment Check
We review how each program connects to organizational priorities, capability goals, and performance expectations. - Redundancy & Relevance Audit
We look for overlap, outdated content, or effort being spent on programs with little demand or impact. - Portfolio Gap Identification
Where are learners under-supported? What’s missing for managers or frontline teams? Where is future capacity at risk? - Action Plan & Priority Recommendations
You’ll receive a report that shows what to pause, streamline, invest in, or scale — with clear rationale for each.
Common Use Cases
- Recommended at least once to maximize alignment with business goals and annually for dynamic organizations.
- Merging or scaling L&D teams
- Budget reviews or rescoping learning strategy
- Leadership requests for “what’s all this content doing?”
- After significant shift in organizational priorities or goals
Add-Ons
- Capability framework mapping
- Executive presentation or board summary
- Internal communications materials to support content retirement
- Integration with learning technology (LMS, LXP)