PORTFOLIO PATHFINDER™

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Project Name *

1. Define Your Why

A. What's Working / Not Working Today?

B. What would be true for our real estate portfolio to best serve the business in our next chapter?

C. If that were true, what results would that create for the business?

2. Compare Your Paths

PATHFIT VALUES

Business Advantage Does this path help us do our core work better, faster, or more effectively?
Control & Clarity Does this let us stay in control of key choices - timing, space, and future flexibility?
Financial Sense Does this use our money wisely and strengthen our financial position overtime?
Ease and Execution Can we make this happen smoothly and run it without unnecessary hassle or risk?
People and Purpose Does this feel true to who we are and energize our team and partners?
Future Fit Will this still serve us well as we grow, change, or face new challenges ahead?

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3. Draft Your Portfolio Purpose

To establish

(Type of Portfolio Strategy)

that fixes

(what it fixes)

and unlocks

(what it unlocks)

4. Attachments

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