Strategy execution
Portfolio overview
Widgets mirror programme data in this browser. Use filters to focus the grid; export for offline analysis.
Date range
Apr 25, 2024 – Dec 26, 2026
View: Widgets for charts & matrices, Roadmap for table + Gantt, List for register only.
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Filters
Dashboard widgets
Projects by status
Delivery state mix for filtered programmes.
35
Projects
Status distribution
Horizontal comparison by count.
Projects by business unit
Volume per unit (filtered set).
Alignment & funding
Strategy alignment matrix
Alignment % in each programme’s business unit column.
| Programme | Commercial | Compliance | Customer Experience | Finance | Operations | Technology |
|---|---|---|---|---|---|---|
| Workstream 01 - Platform Modernisation | 85% | — | — | — | — | — |
| Workstream 02 - Customer Journey Improvement | — | 58% | — | — | — | — |
| Workstream 03 - Process Optimisation | 67% | — | — | — | — | — |
| Workstream 04 - Customer Journey Improvement | — | 83% | — | — | — | — |
| Workstream 05 - Platform Modernisation | — | 79% | — | — | — | — |
| Workstream 06 - Data Enhancement | 62% | — | — | — | — | — |
| Workstream 07 - Customer Journey Improvement | — | — | — | — | 86% | — |
| Workstream 08 - Regulatory Readiness | — | — | — | 65% | — | — |
| Workstream 09 - Process Optimisation | 61% | — | — | — | — | — |
| Workstream 10 - Data Enhancement | — | — | — | — | — | 90% |
| Workstream 11 - Regulatory Readiness | — | — | — | — | 68% | — |
| Workstream 12 - Customer Journey Improvement | — | — | — | 71% | — | — |
| Workstream 13 - Data Enhancement | — | — | 71% | — | — | — |
| Workstream 14 - Regulatory Readiness | — | — | — | 97% | — | — |
Funding matrix
Budget, actual spend, and variance % (top programmes by budget).
| Programme | Budget | Actual | Var % |
|---|---|---|---|
| Workstream 02 - Customer Journey Improvement | £2.6M | £3.2M | +22.8% |
| Workstream 01 - Platform Modernisation | £2.5M | £2.5M | -0.5% |
| Workstream 12 - Customer Journey Improvement | £2.5M | £2.8M | +11.4% |
| Workstream 19 - Regulatory Readiness | £2.5M | £3.1M | +25.5% |
| Workstream 18 - Process Optimisation | £2.5M | £1.3M | -45.0% |
| Workstream 21 - Platform Modernisation | £2.4M | £3.6M | +47.9% |
| Workstream 04 - Customer Journey Improvement | £2.4M | £2.4M | +0.4% |
| Workstream 26 - Regulatory Readiness | £2.4M | £2.9M | +21.0% |
| Workstream 35 - Regulatory Readiness | £2.3M | £2.3M | +2.4% |
| Workstream 11 - Regulatory Readiness | £2.2M | £2.5M | +14.5% |
| Workstream 33 - Regulatory Readiness | £2.0M | £1.5M | -26.4% |
| Workstream 24 - Customer Journey Improvement | £1.9M | £1.5M | -19.1% |
| Workstream 20 - Regulatory Readiness | £1.8M | £1.4M | -22.2% |
| Workstream 03 - Process Optimisation | £1.8M | £1.6M | -8.7% |
Portfolio KPIs
Portfolio manager KPIs
Budget-weighted % complete
84.4%
Avg schedule variance
-6.7 pp
Budget utilisation
105.1%
SPI (schedule)
0.94
Active projects
35
On track
2
CPI (cost)
0.80
Avg resource utilisation
98.5%
Avg health score
75.0
Projects over 100% utilisation
51%
Named resources overallocated
41
Avg capacity overrun
7.4 pp
Tip: Filters apply to the active tab. Data is stored in this browser; edit projects under Data / Admin.