PoC Portfolio Management
Goal: Manage your pipeline of Proofs of Concept like an investment portfolio - balancing short-term wins with long-term strategic bets, while maximizing your overall success rate and business impact.
Why it matters:
When you’re running 10, 20, or even 50+ PoCs a year, you can’t just treat each one in isolation. Your PoC portfolio is a strategic asset that needs active management to:
- Ensure resource allocation matches priorities
- Avoid bottlenecks (e.g., too many PoCs in IT-heavy areas at the same time)
- Maintain a healthy mix of quick wins and big bets
- Optimize success rates and learn from failures
Build a balanced portfolio
Think like a venture capitalist: diversify.
- Quick wins: Low complexity, low cost, high likelihood of implementation → boost credibility & internal trust.
- Strategic bets: More complex, aligned with long-term strategic priorities → can create outsized impact, but require patience.
- Innovation enablers: PoCs that build capabilities or infrastructure for future PoCs (e.g., data pipelines, sensors).
Tip: A 60-30-10 mix works well for many units:
- 60% quick wins
- 30% strategic bets
- 10% enablers
Track and visualize the portfolio
Use a central dashboard (see vclOS by GlassDollar) to monitor:
- Status (e.g., Sourcing → Briefing → Demo → Decision → PoC Running → Completed)
- Owner (business unit or pain point owner)
- Start/end dates
- Budget used
- Success metrics progress
- Implementation likelihood (e.g., Green/Yellow/Red coding)
Why? Transparency makes it easier to spot bottlenecks, delays, or imbalances early.
Manage resource load
- Avoid IT overload: stagger PoCs that require heavy integration.
- Balance stakeholder time: don’t overload a single business unit with too many PoCs at once.
- Align with procurement capacity: space out contracting phases to avoid bottlenecks.
Review portfolio health quarterly
At least once a quarter, step back and review:
- Is the mix of PoCs still aligned with strategic goals?
- Are success rates improving or dropping?
- Which areas of the business are underserved?
- Where are the biggest delays occurring?
Use these reviews to reprioritize, cut low-potential PoCs early, and double down on high-impact ones.
Communicate portfolio impact
To secure budget and executive support, communicate not just individual success stories, but the portfolio’s overall ROI:
- Total business impact (cost savings, revenue gains, efficiency improvements)
- Implementation rate (% of PoCs moving to implementation)
- Strategic alignment (how many PoCs address top corporate priorities)
Key takeaway: POC Portfolio Management is about thinking beyond single projects. A well-managed portfolio ensures sustainable growth of your venture client unit, prevents resource burn-out, and maximizes your credibility as a strategic partner in the organization.

