SPM Maturity Assessment
Evaluate how well your organisation connects strategy to execution
Assess your Strategic Portfolio Management maturity across alignment, governance, financials, and decision-making. Identify where your organisation stands today and where to focus next to turn strategy into measurable progress.
Start the assessment
Why assess your SPM maturity
Most organisations define strategic priorities clearly.
Far fewer can see how investments, initiatives, and resources actually support them.
This disconnect creates the strategy-execution gap.
The SPM maturity assessment helps you understand:
• how aligned initiatives are with strategic goals
• whether governance supports effective decision-making
• how well resources and budgets are managed across portfolios
• whether benefits and outcomes are tracked consistently
In just a few minutes, you receive a structured view of how your organisation manages strategic portfolios today.
What the assessment evaluates
The assessment evaluates maturity across the key capabilities required for effective Strategic Portfolio Management.
Strategic alignment
How clearly initiatives connect to strategic objectives.
Governance
How decisions, roles, and portfolio oversight are structured.
Lifecycle management
How initiatives move from idea to execution through defined processes.
Financial visibility
How budgets, investments, and financial performance are tracked.
Risk & benefits
How risks are managed and expected benefits are measured.
Data & tools
How portfolio data is centralised and used for decision-making.
Continuous improvement
How organisations learn from outcomes and refine processes.
What you receive
After completing the assessment you receive:
• Your overall SPM maturity level
• A visual maturity profile across key dimensions
• A clear explanation of what each maturity level means
• Guidance on where your organisation can improve next
The result provides a practical starting point for improving strategic portfolio management across the enterprise.
Typical maturity levels
Organisations typically progress through several stages of Strategic Portfolio Management maturity.
Initial
Portfolios managed through spreadsheets and disconnected tools.
Emerging
Some portfolio visibility exists but prioritisation and governance are inconsistent.
Defined
Standardised governance and portfolio processes guide decision-making.
Managed
Strategy, investments, and execution are aligned through shared data.
Optimised
Portfolios adapt continuously using real-time insights and scenario planning.
Why SPM maturity matters
When Strategic Portfolio Management is mature:
• strategy and execution stay aligned
• resources are allocated where value is created
• leaders can prioritise initiatives confidently
• decisions are based on real data rather than assumptions
In mature organisations, strategy becomes a living system rather than a static plan.
Our customers
This is why we do what we do
