Shop Talk | Episode 23 of 10
Portfolio
The first two minutes play for everyone. The full episode is available on request with a work email.
What this episode covers
One feature, properly explored: Portfolio. The whole estate on one page: spend, risk, and coverage. Brian carries the real life texture from years running sourcing, Janice keeps the structure honest.
Live over the product: the whole estate on one page, the concentration question, budget season and the renewal timeline. Plus the use cases counted out loud, the honest when-not-to-use-it beat, and the ten minute way to start on your own paper tonight.
Chapters
- 0:00Welcome: the two week budget deck
- 2:20How the Portfolio builds itself
- 4:24Live: the whole estate on one page
- 7:06Live: the concentration question
- 9:02Live: budget season and the renewal timeline
- 10:57Brainstorm: five meetings this screen runs
- 13:19Real life: the number that was wrong
- 15:03Start tonight: your portfolio in ten minutes
Try what you just watched
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