Example Co. · B2B SaaS · 2026

Rebuilding the planning cadence for a 2,000-person product org

Replaced a quarterly spreadsheet scramble with a portfolio model leaders actually used to make trade-offs.

6 → 2 wksplanning cycle
100%investment mapped to outcomes
3programs re-scoped early

The situation

Placeholder copy — replace with the real story. Describe the starting point, the constraint, and why it mattered.

What we did

  1. Mapped every initiative to a pillar, a funding source, and a measurable outcome.
  2. Stood up a single source of truth pulled from the work-tracking system.
  3. Ran a monthly review where trade-offs were decided, not just reported.

Results

Headline numbers render automatically from the frontmatter outcomes. Use <Metric /> inline when a section needs its own figure:

3programs re-scoped before they overran

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