Copyright 2001-2014 Proficientz, Inc. All rights reserved. Portfolio Strategy Overview Presenter Name My Organization’s Goals & Strategic Initiatives Market.

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Copyright Proficientz, Inc. All rights reserved. Portfolio Strategy Overview Presenter Name My Organization’s Goals & Strategic Initiatives Market Segment 3 Contributions Market Segment 2 Contributions Market Segment 1 Contributions

Copyright Proficientz, Inc. All rights reserved. Agenda 1.Revenue Overview 2.Market Segment Priorities 3.Portfolio Priorities 4.Strategic Marketing Initiatives 5.Operational Priorities Portfolio Strategy 1.Goals 2.Markets 3.Priorities

Copyright Proficientz, Inc. All rights reserved. Revenue Goals by Market Segment Revenue

Copyright Proficientz, Inc. All rights reserved. Market Segment Priorities Market Segment Evaluation Scorecard Criteria Segment 1Segment 2Segment 3 1. Revenue/Profitability Potential 2. Alignment to Strategic Spending Priorities 3. Competitive Threats 4. Core Competency Rating Segment Score

Copyright Proficientz, Inc. All rights reserved. Portfolio Roadmap

Copyright Proficientz, Inc. All rights reserved. Priorities – New Solutions

Copyright Proficientz, Inc. All rights reserved. Priorities – Existing Products/Services

Copyright Proficientz, Inc. All rights reserved. Priorities – Infrastructure Investments

Copyright Proficientz, Inc. All rights reserved. Strategic Marketing Priorities Strategic Marketing Roadmap Priority Segment 1Segment 2Segment 3 1. White Paper 00/00/20xx week Best Practices Campaign 00/00/20xx 3. Sponsorship - Industry Executive Summit 00/00/20xx 4. Competitor Account Incentive Campaign 00/00/20xx 5. Seminar Roadshow 00/00/20xx

Copyright Proficientz, Inc. All rights reserved. Operational Priorities

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