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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What the download contains

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  • 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

5.0 out of 5 stars Recommended as a purchase, worth the investment!

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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Culture & Organisation Change

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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.

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.
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.

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.

4 Strategic Perspectives

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4 Strategic Perspectives

Ambidextrous org-chart

This ambidextrous org-chart demonstrates how an organization might organize around the 3 Horizons of Growth, catering to both the existing core organization, but also focusing…

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Ambidextrous org-chart

Business Intention

This tool helps you define your Business Intention, the critical strategic objectives that will orient your entire innovation project.

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Business Intention

Capability Map

Our Business Capability Map summarizes the capabilities of your firm visually in order to help you think about which strengths and assets to leverage for…

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Capability Map

Environment Canvas

You don’t create Value Propositions or Business Models in a vacuum. This critical canvas helps you understand the larger ...

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Environment Canvas

Examples of accelerating change

This graphic shows the ways in which technologies are achieving exponential evolution, i.e., more capability at a lower cost at an increasingly rapid pace.

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Examples of accelerating change

Paradigm shift

This important model helps you understand the paradigm shift in organization and leadership that needs to happen in order ...

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Paradigm shift

Strategic Options Matrix

The UNITE Strategic Options Matrix allows us to identify and assess the Strategic Options of a firm. How are we going ...

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Strategic Options Matrix

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Stefan F. Dieffenbacher

Founder & Managing Director of Digital Leadership

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