Strategy & Management · Strategy Implementation

Portfolio Rebalancing — Petrolia Group (1432)

Petrolia Group, a Costaria-universe diversified energy holding, runs 60 strategic initiatives across PUD/PT/PD divisions chasing the resource envelope of 30.

3 rounds Executive English, Español

Preview

About this simulation

Petrolia Group, a Costaria-universe diversified energy holding, runs 60 strategic initiatives across PUD/PT/PD divisions chasing the resource envelope of 30.

The Strategic Programs Office has 90 minutes (and 60 days in fiction) to build a defensible portfolio rebalancing — kill list, fund-up list, watch list, redeployment plan, and governance cadence — and defend it to a CFO who wants more cuts, a CSO who wants none, and a Board voting on institutional muscle.

Three rounds: Diagnose (2x2 portfolio map across 10 surfaced initiatives), Design (K1-K5 kill criteria, H3 floor, governance cadence), Defend (CFO-CSO-Board panel of six questions).

Who it is for

An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 3 rounds. In each one they submit their decisions and the simulation calculates the results. The first round opens with: Diagnose: Map the 10 surfaced initiatives.
  3. The simulation can be run in English, Español.
  4. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • K1 forward-NPV hurdle (% post-tax)
  • K2 strategic-fit floor (1-5)
  • K3 consecutive milestone slips before kill-eligible
  • K4 apply Christensen RPV diagnostic symmetrically
  • K5 sponsor-departure-orphan default kill
  • H3 floor (% of portfolio capital)
  • Quarterly portfolio review with kill-quota
  • Annual zero-base portfolio reset
  • Cooper stage-gate process for new initiatives
  • 24-month zombie-revival ban (CEO sign-off required)

What participants track

What participants follow on screen as the rounds go by:

  • Kill criteria (K1-K5)
  • Three-horizons protection
  • Governance cadence

Subjects covered

Designed for courses in Strategy Implementation.

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