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Case Study

Developing Portfolio Goals and Implementation Toolkit


A cross-functional portfolio segment team for the established products business consisting of representatives from R&D, global supply, commercial, and safety needed to define their goals for the upcoming year. The aim was to present these goals to the leadership team and track progress against them throughout the year.

Satori Solution

We interviewed stakeholders across the team to discuss the achievements of the previous year and identify potential areas for improvement in the upcoming year. Based on the client’s inputs and analysis of data from additional sources, we helped our client draft a new set of goals for the next year and obtain buy-in from the team’s leadership on the new goals. We then worked with individual goal owners to develop an implementation toolkit, with milestones and KPIs for each goal.


Our guidance resulted in cross-functional team alignment to achieve the goals for the next year and track progress against those goals. Also, our implementation toolkit enabled regular updates to business leadership, ensuring transparency and alignment.


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