Mastering Portfolio Strategy & Platform Organizations

This event is organized in partnership with Boundaryless and Kelea, leaders in digital transformation and organizational innovation.

📅Timing

June 12th - 9AM to 6PM

June 13th - 9AM to 2PM

🚀 Why Attend?

In today’s fast-moving markets, organizations must navigate multi-product complexity, evolving Go-To-Market (GTM) strategies, and organizational scalability. How do you structure your product portfolio, optimize GTM models, and ensure your organization can scale effectively?

This 1.5-day hands-on workshop introduces the Portfolio Map Canvas, a strategic tool to:
✅ Map and prioritize product portfolios – Identify gaps, overlaps, and control points
✅ Refine Go-To-Market strategy – Ensure alignment between offerings, bundles & market needs
✅ Optimize organizational capabilities – Align teams, units & enablers around your product and services using the Platform Organization model (3EO)
✅ Define financial & operational accountability – Structure P&L, TCO & strategic financial dependencies

📌 What You’ll Learn

Over 1.5 days, you will:
🔹 Understand the Portfolio Map Canvas and how to use it to clarify product-market fit, GTM, and dependencies
🔹 Analyze your current portfolio to identify misalignments, redundancies, and opportunities
🔹 Define clear product taxonomies & organizational structures to scale efficiently
🔹 Implement P&L and Total Cost of Ownership (TCO) structures to drive accountability
🔹 Develop a roadmap for aligning teams, capabilities, and financial models for sustainable growth

💡 Whether you are scaling a multi-product organization, refining GTM strategies, or transitioning to a platform model, this workshop provides the actionable tools you need.

IMPORTANT NOTE: to attend this course, one doesn't need to have attended any previous training from Boundaryless

WHO SHOULD ATTEND?

This workshop is ideal for cross-functional teams working on portfolio strategy, product-market fit, and organizational design, including:
✅ Product Leaders & Portfolio Managers navigating multi-product complexity
✅ Go-To-Market & Sales Leaders structuring revenue models and segmentation
✅ Transformation & Strategy Teams designing future-ready organizations
✅ Enterprise Architects & Platform Teams defining capabilities & dependencies

💡 Most impactful when attended by teams of 3-4 members from the same organization.

AGENDA (details under definition)

Day 1 (Full Day): 

Foundations & Frameworks

Learn about the Key Mental Models, Frameworks and Principles

✅ Introduction to Portfolio Strategy & Platform Thinking

✅ The Portfolio Map Canvas: Mapping Customer Needs & Market Fit

✅ Heuristics for Analysis 

Strategic Design & Implementation

Work on a Case Study or Your own Strategic Challenges.

✅ First Mapping: Current Portfolio, Organizational Structure, and Dependencies

Day 2 (Half Day): 

✅ Review: Misalignments, Product Gaps, GTM Conflicts and how to evolve the Organization

Generate insights on:

• Portfolio vision development

• Investment area identification
• Product taxonomy design
• Platform Organization structure definition
• P&L and TCO management alignment
• Implementation roadmap development

TOOLS & FRAMEWORKS YOU’LL USE

The Portfolio Map Canvas is a visual tool designed to help organizations map customer needs, align Go-To-Market strategies, structure product portfolios, and clarify internal dependencies.

By using this framework, teams can identify gaps, streamline offerings, and ensure organizational capabilities support business objectives. The Canvas integrates Portfolio Strategy with Platform Organization design, making it essential for scaling multi-product businesses efficiently.

What else will you learn about?

🔹 The Platform Organization Model (3EO) – A structure to scale your org with autonomous teams, shared services & modularity
🔹 Wardley Mapping & Domain-Driven Design – Techniques to structure teams & domains for scalability
🔹 P&L & TCO Frameworks – Define financial ownership & optimize cost structures

How does the course work?

The sessions are based on short slide-based lectures, group teamwork over fictional cases or real business cases brought by the participants and facilitated collective reflections

VAT, GROUP DISCOUNTS & SPECIAL EDU TICKETS

Tickets are provided VAT-free to for-profit Businesses:

• EU VAT holders can self-obtain a VAT-free ticket at checkout through Eventbrite
• Foreign (non-EU) business owners should either "contact the organizer" or write to us at hello@boundaryless.io to receive VAT-free tickets.

If you plan to buy more than three tickets, reach out for group discounts.

We provide an additional 20% discount for each participant beyond two.

Also, note that special discounts are provided for public education institutions. Reach out for details (hello@boundaryless.io).

Boundaryless previously released methodologies: the Platform Design Toolkit and 3EO Toolkit - accelerating Business Innovation worldwide

Before the Portfolio Map Canvas, Boundaryless released two transformative resources for today's businesses: the Platform Design Toolkit (PDT) and the 3EO Toolkit

Those resources have been pivotal in rethinking and revitalizing businesses through platform strategies and ecosystem engagement and have been adopted worldwide by more than hundred thousand users, Fortune 500s and even the UN.

Platform Design Toolkit (PDT): A comprehensive framework for designing and implementing platform-based business models. The PDT assists in mapping ecosystems, understanding stakeholder motivations, and facilitating value exchanges within networked environments. Its structured approach empowers organizations to create platforms that catalyze growth and innovation.

3EO Toolkit: Focused on organizational transformation, the 3EO Toolkit aids in evolving traditional structures into agile, interconnected ecosystems. It promotes entrepreneurial agility and co-creation, encouraging a shift towards a more dynamic and collaborative organizational model.

By leveraging the PDT and 3EO Toolkit, organizations can navigate the complexities of modern markets with greater fluidity and adaptiveness, fostering environments where innovation, collaboration, and shared value creation flourish.

Some of the customers and adopters we've been working with during the years:

FAQ

How should I prepare for the course?

Participants will receive preliminary reads and contents, no specific preparation is required.

Is it a course for beginners or experts?

This course covers advanced material—the creation of new products and services or the rethinking of organizations—but it does so in a practical way and leaves the participants with the tools and references to use. Thus, it is a course for participants who understand the context, but it does not require any previous knowledge on the subject of platforms, innovation, or design.

Can I join if I haven't attended other Boundaryless on Platform Design courses. Can?

You don't need to have attended other courses from Boundaryless

I'm already executing a portfolio strategy. Can I still attend?

This course will accelerate your deep understanding of the portfolio context and likely have a decisive impact on it.

CONFIRMATION, TICKET INFORMATION & CANCELLATION POLICY

If we are forced to cancel the event, you'll receive a message no later than 30 days before the event to allow you book your travel in time.

If you cancel is that if we are forced to cancel the event, you'll receive a message no from our side, you'll receive a full refund.

Be sure you select the right option if you're an EU VIES-registered VAT holder: you will save 22% VAT, and your ticket will be much cheaper.

If you are buying as a foreign (non-EU) business entity (e.g., a for-profit organization), please contact us, directly for VAT-free ticketing.

Refund Policy and Terms and conditions are available here https://boundaryless.io/terms-and-conditions/

Eventbrite fees are not refundable.

>> FOR DIRECT PAYMENT THROUGH BANK WIRE PLEASE CONTACT US <<

Resources related to Boundaryless

• Our website: https://boundaryless.io
• Our publication: https://boundaryless.io/resources/blog/
• Our newsletter: http://bit.ly/PDToolkit-NL