How do you leverage your core competencies and resources in a diversified portfolio?

. This can be achieved by applying these competencies and resources to develop new products or services, enter new markets, or enhance existing offerings. The key is to ensure that these core elements are adaptable and scalable to different contexts within the portfolio. Strategic allocation of resources, such as talent, technology, and capital, should be aligned with the potential for growth and value creation in each area. Regularly evaluating the performance and synergies across the portfolio ensures that the company maximizes efficiencies and cross-learning opportunities, driving overall success and sustainability of the diversified business activities.

Core competencies encompass the distinctive skills, knowledge, and capabilities that confer a competitive advantage and set an organization apart from its competitors. These competencies represent areas of expertise where the organization excels, enabling it to deliver unique value to customers and stakeholders. Whether it's superior technology, exceptional customer service, or innovative product design, core competencies form the foundation of a company's success by driving differentiation, enhancing market positioning, and fostering sustained growth. By leveraging and continuously developing these strengths, organizations can remain resilient and adaptable in a dynamic business environment.

However, beyond the methodologies to design and implement a differentiated and competitive strategy is the critical aspect that is the "mindset" of the strategist. This "mindset" is based on the level of "awareness". Never lose the ability to learn and not believe that you are already the expert on the subject.

A detailed analysis of core competencies helps recognize the sustainable competitive advantage areas. This can be done through: - Conducting a thorough assessment to identify the unique strengths and capabilities that set the organization apart. - Identifying key resources, both tangible and intangible, that contribute significantly to the competitive advantage. - Clearly define what makes the organization excel in the market.

Uma das maiores qualificadas que podemos ter a nosso favor é nossa autenticidade e a partir daí compreender que habilidades temos de forma natural e que são percebidas pelas pessoas ao nosso redor.

As a CSM, you need to look at core competencies not just as static assets but as dynamic levers of growth. Your goal is to help clients understand how their unique strengths—whether it's their customer relationships, technology, or brand equity—can be redeployed across their diversified portfolio. By positioning these core competencies as adaptable and scalable, you’re helping them see that their existing strengths can unlock new opportunities without diluting their competitive edge.

Once core competencies and resources are identified, evaluating their performance and contribution to the portfolio becomes imperative. This assessment involves measuring key metrics such as efficiency, effectiveness, and alignment with strategic objectives. By analyzing performance data and feedback from stakeholders, organizations can identify areas of strength, areas needing improvement, and potential gaps. This evaluation informs strategic decisions, resource allocation, and investment priorities, ensuring that resources are optimally utilized to maximize value creation and competitive advantage. Regular performance evaluations enable organizations to adapt and evolve in response to changing market dynamics and customer needs.

Accurate portfolio performance assessment it needs to be done globally. And this occurs in a similar way in all areas, as looking in isolation can lead to a mistaken analysis. Because we need to remember the correction between actions (results, sectors and environment)

Regularly assess the performance of each business unit or product within your portfolio. Identify areas of strength and weakness, and evaluate the potential for growth and improvement. Use key performance indicators (KPIs) to measure the success of each component of the portfolio.

A key role of a CSM in portfolio evaluation is to connect performance metrics to real business impact. Instead of looking at financials alone, tie portfolio segments to customer satisfaction, operational efficiency, and market expansion potential. By combining financial insights with customer outcomes, you give clients a clear roadmap of where their core competencies can fuel long-term growth, ensuring their diversification is rooted in sustainable business practices.

Following evaluation, aligning the portfolio with the vision and goals is essential. This process entails determining which segments to invest in, divest from, or maintain based on their performance and strategic fit. High-performing segments that align closely with the organizational vision may warrant increased investment to foster growth and innovation. Conversely, underperforming or misaligned segments may require divestment to reallocate resources more effectively. Maintaining balance ensures that the portfolio remains aligned with strategic priorities, optimizing resource allocation and maximizing the potential for long-term success and competitive advantage.

Being very clear about your investment objective and what you are trying to achieve will help you when investing as we have several mini objectives with different deadlines. Therefore, when aligning the portfolio, you must check whether the asset is short, medium or long term and make the necessary adjustments. Remembering that we have tactical (short-term) and strategic (long-term) adjustments

Alignment isn't just about strategy—it's about culture and purpose. As a CSM, you help clients see that a diversified portfolio only works if every segment aligns with their deeper mission and customer promise. Your job is to ensure that diversification doesn’t lead to fragmentation but instead strengthens the company’s identity, making sure every part of the business not only drives profit but reinforces the core values and vision.

Compreender qual a visão e objetivos a pessoa tem, vai ajudar a ter a clareza para definir em quais segmentos entrar. Compreender o que a pessoa tolera, não tolera e o que ela almeja é muito importante para não gerar frustrações futuras

To fully leverage core competencies and resources across the portfolio, exploring avenues for sharing, transferring, or combining them among segments is crucial. This approach promotes synergy and efficiency by capitalizing on existing strengths and capabilities across different parts of the organization. Whether through knowledge-sharing initiatives, cross-functional collaboration, or strategic partnerships, integrating competencies and resources enhances operational effectiveness, drives innovation, and fosters competitive advantage. By maximizing the utilization of resources and expertise across the portfolio, organizations can optimize performance, mitigate redundancy, and capitalize on opportunities for growth and differentiation.

In my experience as a CSM, leveraging core competencies across a portfolio creates synergy and avoids duplication. Cross-functional teams that share insights boost performance across segments. Strategic alliances or joint ventures can extend these competencies into new opportunities without diluting their strength.

When adapting your portfolio strategy, make sure to focus on the medium and long-term. In strategy consulting, just like in most other professions, some trends to form and dissipate relatively quickly, often as a response to some current event or scandal. It is important to concentrate your efforts on adjusting your portfolio in a way that will benefit your firm's growth and standing, rather than temporary, short-term revenues.

From my perspective as a CSM, continuously monitoring KPIs and using feedback loops is key to staying competitive. Real-time data allows clients to adapt swiftly to market changes, while tools like PESTEL analysis and scenario planning help anticipate disruptions.

𝐂̲𝐮̲𝐥̲𝐭̲𝐢̲𝐯̲𝐚̲𝐭̲𝐞̲ ̲𝐬̲𝐲̲𝐧̲𝐞̲𝐫̲𝐠̲𝐲̲ across your business units. Develop Internal Talent Marketplaces: Create platforms where employees with specialized skills can work on short-term projects in different units. This talent exchange brings fresh perspectives and accelerates innovation. Implement Shared Service Models: Centralize functions like HR, IT, or marketing to leverage economies of scale. This consolidation frees resources for growth initiatives in each business unit. Facilitate Knowledge-Sharing Workshops: Organize cross-functional brainstorming sessions. Teams from various units can exchange ideas, sparking inspiration for new product lines or collaborations.

In my experience, the most successful clients stay flexible. The takeaway? Diversification amplifies strengths when clients see their core competencies as adaptable assets, driving growth and innovation in unexpected ways.