Investment Portfolio

We now have 2 versions of our templates. The classic style (above) and the modern style (below).

Chart the lifecycle of your products or services. Use this Graphic Guide® to analyze an organization’s portfolio of products and services in terms of where they fall in a lifecycle framework. This is an excellent exercise tool for making decisions on current and future investments.

Each Graphic Guide has a corresponding Leader's Guide with step-by-step instructions for using the template, tips for getting the most out of the group process and a case study. 20 pages.

A PowerPoint® version of this template and all nineteen of our other Graphic Guides are available in our Digital Graphic Guides Ver. 4.0 download.

Investment Portfolio Template

Printed Products

For use in face-to-face meetings

Downloadable Products

Immediate downloads let you get to work