The Product Portfolio Health Check Template from Airtable helps product leaders assess and align their portfolio with company strategy. This free, customizable tool empowers teams to make data-driven decisions about which products to invest in, maintain, or sunset. It simplifies strategic portfolio management and supports better decision-making for growth and innovation.
This template provides a structured approach to assessing your product portfolio with sections for defining vision and strategy, conducting a portfolio overview, and evaluating the health of portfolio products through key metrics.
Define your company’s vision and strategy to ensure portfolio alignment with business goals.
Organize your products into business units or pillars for a clear view of your portfolio.
Evaluate product health with metrics like market opportunity, customer value, and financial performance. Repeat for as many products as make up the portfolio.
Compare the health of each product side-by-side to strategize about next steps. Align the product team and socialize with stakeholders.
Identify opportunities and risks for each product, guiding investment decisions.
Jumpstart your portfolio review with a fully developed example, making customization easy and intuitive for the whole team.
As your company scales, managing a portfolio of products becomes increasingly complex. This template provides product leaders with a strategic framework to optimize your product portfolio, align decisions with company strategy, and elevate your approach to managing growth and product lifecycle.
Ready to take control of your product portfolio? Download the free template today and start making strategic decisions that align with your company’s goals.
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