The UNITE Approach To Portfolio Allocation Across The 3 Horizons
Portfolio allocation is the most important long-term decision to generate results. The UNITE approach to portfolio allocation gives you a straightforward best practice for allocating your resources across the 3 Horizons of Growth.
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Proudly developed & shared by
Stefan F. Dieffenbacher
Founder & CEO
Working with some of the largest global companies in the world, Stefan is a highly recognized industry thought leader in innovation & transformation.
Caroline Hüttinger
Partner Brand & Experience Design
Caroline is a veteran brand & experience leader who’s led design experience with some of the most respected brands in the marketplace.
Susanne M. Zaninelli
Partner Culture Change
Susanne is a leading authority in the field of culture change. She has led organizational change projects for key players across the world.
Dr. Andreas Rein
Partner for Organizational Development
Andreas Rein is a C-Level sparring partner and organizational development agent supporting organizations from strategy to agile execution.
Sascha Martini
Partner for Innovation & Digital Transformation
Sascha is a world class innovation & digital transformation leader with a human centered approach. Ex-R/GA & razorfish CEO.
Adam D. Wisniewski
Partner for IT Strategy & Business Alignment
Adam is a seasoned transformation and digitization expert. He led major programs at the intersection of IT and business for international organizations
Patrick Zimmermann
Associate Partner Brand & Experience Design
Patrick Zimmermann is an experience and design strategist with a long-standing track-record from firms such as IDEO, Publicis and Sapient.
Proudly developed & shared by
Stefan F. Dieffenbacher
Founder & CEO
Working with some of the largest global companies in the world, Stefan is a highly recognized industry thought leader in innovation & transformation.
Douglas Lines
Corporate Executive
A deal-making expert having led significant M&A transactions; business leader having built and led significant H1 and H2 businesses with portfolio values above £8bn; innovator who likes to re-imagine the world we live in having successfully launched a global EdTech.
What the download contains
- The UNITE approach to Portfolio Allocation
- The UNITE Horizons of Growth
- The UNITE Horizons of Growth Matrix (mapped against the Business Model)
- The UNITE ambidextrous org-chart
- The UNITE Assessment of possible Strategic Moves
- The UNITE Strategy-Execution framework provides you the necessary understanding to decide what to focus on, where to innovate & where to cut costs
- Overview of the entire UNITE Business Model Framework, helping you understand the role of the business modelling in context
Provides a straightforward best practice on portfolio allocation
Answers the question of ownership
Provides guidelines to your best practice portfolio allocation
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Richard Cobie, CEO
Reviewed on 15 July 2022
5.0 out of 5 stars Recommended as a purchase, worth the investment!
I completely re-evaluated the role of innovation in business growth: before reading this book I have to admit I thought it only entailed product new features and technologies enhancements, while now I see it has everything to do with meeting customer needs and uncovering a business USP, which automatically translates in sales! Could not recommend it more!
Janette Lavalier, Innovation Professor and Consultant
Reviewed on 15 July 2022
5.0 out of 5 stars Recommended as a purchase, worth the investment!
Unlike most business innovation books I read over the last years (and even decades) when reading How to create innovation you immediately understand the authors have been there, innovating and transforming some of the world's most amazing brands. Great work!
Karl Meckel, Change Development Manager
Reviewed on 18 July 2022
5.0 out of 5 stars Recommended as a purchase, worth the investment!
Not only this book offers the most comprehensive innovation and business change overview but it really helps you take the next step, driving you step by step from theory to practice (also with super useful background notes and driving questions)
Franz Hellstrom, Head of Culture
Reviewed on 2 Aug 2022
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I really enjoyed the whole book, but mostly the culture chapter, mainly because I always failed to acknowledge its major role in favouring or inhibiting business growth. Loved the graphics that helped connect all the dots in a visually appealing (and way easier) way.
Satoru Fukuda, Chief Strategy Officer
Reviewed on 13 Aug 2022
5.0 out of 5 stars Recommended as a purchase, worth the investment!
We’been willing to innovate our business for some years now, but then we always got stuck before we even started, because basically we had no idea where to start…This book helped us do just that: find the right starting point with guiding questions and an incredibly comprehensive innovation overview.
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Innovation
We support organizations to grow their innovation capability globally.
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Culture is the #1 factor why transformations fail. We are make sure you are setup for success.
Thousands of organizations leverage the UNITE models - these are some of them ...
Why we use it
The greater risk, the greater the reward, but a smart business doesn’t put all it’s eggs in one basket.
The UNITE approach to Portfolio Allocation offers a straightforward approach to resource allocation, who is in charge of each type of initiative, and the goal of each type of transformation. This will allow you to create long-term strategies for growth and implement them effectively.
The UNITE approach to Portfolio Allocation offers a straightforward approach to resource allocation, who is in charge of each type of initiative, and the goal of each type of transformation. This will allow you to create long-term strategies for growth and implement them effectively.
How It Works
Radical innovation has by far the biggest potential, yet it also carries the highest risk. We recommend you allocate around 10% of your portfolio to (radical) innovation as a default. A healthy 20% should be dedicated to making a step-change transformation to your existing business in Horizon 2 to adapt to changing technology and market conditions.
To devote such significant resources to innovation and transformation, you must carefully evaluate what tofocus on and where to cut costs.
The Strategy-Execution framework we provide will be quintessential in that context. To run such a portfolio allocation, you need to have the right kindof organization.
To devote such significant resources to innovation and transformation, you must carefully evaluate what tofocus on and where to cut costs.
The Strategy-Execution framework we provide will be quintessential in that context. To run such a portfolio allocation, you need to have the right kindof organization.
By far most resources – around 70% – should be dedicated to optimizing your core and differentiating areas in Horizon 1. This suggested default allocation of resources must obviously be adapted to your situation and industry – please read the related commentary in our book to deep-dive.
Consider the ambidextrous org-chart for that. In brief, ensure you separate the existing business from the new business you are hoping to build through innovation.
Consider the ambidextrous org-chart for that. In brief, ensure you separate the existing business from the new business you are hoping to build through innovation.
What is the goal of the model?
A balanced portfolio. Like any portfolio, your company’s portfolio should represent a good balance between executing and improving the existing business, transforming it, and entering new grounds. You also want to balance your risks – both short- and long-term. Use the 3 Horizons and the portfolio allocation model we suggested to keep your growth engine running without burning out.
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Stefan F. Dieffenbacher
Founder & Managing Director of Digital Leadership
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