Horizon 1 strengthens today's business, Horizon 2 scales emerging businesses, and Horizon 3 explores options. Horizons are maturity and uncertainty logics, not rigid year boxes.

1. 1

   Map portfolio

   Map portfolio

   

   Goal

   Produce portfolio inventory so the core question “How do we allocate attention and resources across current performance, emerging growth, and future options?” can be answered with stronger support.

   Inputs for this step

   • Strategy and financial goals
   • initiative portfolio
   • evidence, maturity, and resources

   Actions

   • Capture initiatives with purpose, maturity, and uncertainty.
   • Record source, rationale, and open uncertainty directly in portfolio inventory.

   Output

   portfolio inventory

   portfolio inventory · source · uncertainty · next decision

   Quality check

   Is every initiative described for decision?

   Pitfall

   Initiatives are sorted only by years and H3 receives the same revenue measures as H1. Classify by maturity and uncertainty and set horizon-specific metrics and transition criteria.

   Timing: 10–20 minutes

2. 2

   Assign horizons

   Assign horizons

   

   Goal

   Produce horizon map so the core question “How do we allocate attention and resources across current performance, emerging growth, and future options?” can be answered with stronger support.

   Inputs for this step

   • portfolio inventory
   • initiative portfolio
   • evidence, maturity, and resources

   Actions

   • Assign H1, H2, or H3 by business logic.
   • Record source, rationale, and open uncertainty directly in horizon map.

   Output

   horizon map

   horizon map · source · uncertainty · next decision

   Quality check

   Is classification more than time horizon?

   Pitfall

   Initiatives are sorted only by years and H3 receives the same revenue measures as H1. Classify by maturity and uncertainty and set horizon-specific metrics and transition criteria.

   Timing: 10–20 minutes

3. 3

   Set metrics

   Set metrics

   

   Goal

   Produce metric contract so the core question “How do we allocate attention and resources across current performance, emerging growth, and future options?” can be answered with stronger support.

   Inputs for this step

   • horizon map
   • initiative portfolio
   • evidence, maturity, and resources

   Actions

   • Set appropriate performance, scaling, or learning metrics per horizon.
   • Record source, rationale, and open uncertainty directly in metric contract.

   Output

   metric contract

   metric contract · source · uncertainty · next decision

   Quality check

   Does the metric fit uncertainty?

   Pitfall

   Initiatives are sorted only by years and H3 receives the same revenue measures as H1. Classify by maturity and uncertainty and set horizon-specific metrics and transition criteria.

   Timing: 10–20 minutes

4. 4

   Allocate

   Allocate

   

   Goal

   Produce portfolio decision so the core question “How do we allocate attention and resources across current performance, emerging growth, and future options?” can be answered with stronger support.

   Inputs for this step

   • metric contract
   • initiative portfolio
   • evidence, maturity, and resources

   Actions

   • Decide budget, talent, and transition criteria.
   • Record source, rationale, and open uncertainty directly in portfolio decision.

   Output

   portfolio decision

   portfolio decision · source · uncertainty · next decision

   Quality check

   Are trade-offs and exit rules explicit?

   Pitfall

   Initiatives are sorted only by years and H3 receives the same revenue measures as H1. Classify by maturity and uncertainty and set horizon-specific metrics and transition criteria.

   Timing: 10–20 minutes