Common readiness gate
Before evaluation, requirements are completed and signed across impacted functions; IT validates feasibility; the accountable leader reviews the plan; and the team completes the cost-benefit analysis and business case.
Original Axiom & Arc model · enhanced through Disciplined Agile
A portfolio should not force every idea through the same financial doorway—but every project should arrive decision-ready. This model combines a common readiness gate with two proportional evaluation tracks, then reunites both through capacity, evidence, and enterprise value.
Match the governance burden to the nature of the value.
Before evaluation, requirements are completed and signed across impacted functions; IT validates feasibility; the accountable leader reviews the plan; and the team completes the cost-benefit analysis and business case.
Capital-intensive work uses full business cases, NPV, IRR, payback, risk adjustment, and formal funding gates.
Capability, data, automation, process, and operating-model work is evaluated through strategic alignment, time-to-value, readiness, and resource complexity.
Enablement funding advances in 90-day increments. Each increment must produce evidence, remove a constraint, or create a measurable capability.
Choose the way of working based on context; visualize work in process; level capacity before approval; shorten feedback loops; and treat governance as a decision service, not a compliance ceremony.
Need this operating logic inside a real portfolio?
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