From Market Potential to Portfolio Choice · AAHA Portfolio Decision Experience

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AAHA Business Model Portfolio

Portfolio Decision System

1 Domain

2 Capability

Portfolio Overview

Engagement Journey

Strategy & Evidence

Market Opportunity

Opportunities & Decisions

Scenarios & Forecasts

Financial Performance

Measurement & Governance

3 Destination

Executive Overview

Pages and tools in this capability.

HomeExecutive entry point, strategic growth ambition↗Portfolio OverviewEvidence, priorities, decision architecture↗Table of ContentsComplete map of journey areas↗

Journey pulse

Portfolio Overview

3Destinations1Capabilities1Connected system

Executive portfolio context and a complete map of the decision experience.

Why AAHA engaged

Pages and tools in this capability.

Strategy EngagementThe complete journey from evidence to an implementation-ready portfolio↗Engagement PlanPhases, deliverables, roles, and decision points↗Engagement ObjectivesThe outcomes and success conditions governing the work↗Workshop ObjectivesThe five outcomes governing the workshop↗

Journey pulse

From evidence to portfolio

18Story destinations2Short films31Workshop canvases

The human-centered journey from engagement intent to governed portfolio choices.

How the work unfolded

Pages and tools in this capability.

Workshop JourneyHow the room moved from evidence to strategic choices↗Questions That Moved the RoomThe five source questions that structured the day↗From Workshop to PortfolioHow room evidence became governed opportunity records↗ParticipantsThe authority, field knowledge, and perspectives represented↗

Journey pulse

From evidence to portfolio

18Story destinations2Short films31Workshop canvases

The human-centered journey from engagement intent to governed portfolio choices.

Inside the room

Pages and tools in this capability.

Workshop StoryThe 16-page source record from engagement plan through the room in action↗Room in ActionNine governed workshop photographs with their SharePoint originals↗

Journey pulse

From evidence to portfolio

18Story destinations2Short films31Workshop canvases

The human-centered journey from engagement intent to governed portfolio choices.

What the room revealed

Pages and tools in this capability.

Ecosystem PersonasStakeholders whose progress anchors the portfolio↗Stakeholder EvidenceObserved needs, conditions, and opportunity signals↗Evidence ExplorerAll 198 transcribed stakeholder statements↗

Journey pulse

From evidence to portfolio

18Story destinations2Short films31Workshop canvases

The human-centered journey from engagement intent to governed portfolio choices.

From evidence to portfolio

Pages and tools in this capability.

Ten Types of InnovationThe source innovation taxonomy and family structure↗Sample Innovation PlaysThe six source business-model prompts↗AAHA Innovation TacticsAll 100 tactics across ten horizontally navigable columns↗Innovation ExplorerThe opportunity set through multiple innovation lenses↗DifferentiationValue AAHA can create that others struggle to replicate↗

Journey pulse

From evidence to portfolio

18Story destinations2Short films31Workshop canvases

The human-centered journey from engagement intent to governed portfolio choices.

Strategic direction

Pages and tools in this capability.

Strategic PlanPurpose, goals, initiatives↗SWOT & TOWSTraceable strategic evidence↗

Journey pulse

Strategy & Evidence

14Destinations3Capabilities1Connected system

Strategic direction, source evidence, SWOT/TOWS, and the 2031 plan.

Strategic plan reader

Pages and tools in this capability.

Strategic Plan ReaderSource structure, page by page↗Purpose, Mission & VisionTrue-north language↗Moments That MatterStakeholder moments↗Three GoalsStrategic goals↗Seven InitiativesInitiatives connecting goals↗Guiding PrinciplesPrinciples constraining choices↗

Journey pulse

Strategy & Evidence

14Destinations3Capabilities1Connected system

Strategic direction, source evidence, SWOT/TOWS, and the 2031 plan.

SWOT evidence

Pages and tools in this capability.

Combined SWOT BoardConsolidated strengths↗Theme EvolutionHow evidence themes changed↗TOWS Action LocatorActions created by pairing↗Regression WatchWarning signals↗Source ImagesOriginal visual evidence↗Evidence ExplorerEvidence behind SWOT↗

Journey pulse

Strategy & Evidence

14Destinations3Capabilities1Connected system

Strategic direction, source evidence, SWOT/TOWS, and the 2031 plan.

Market Opportunity

Pages and tools in this capability.

Executive OverviewCommercial opportunity↗Executive ReadoutMarket implications↗Revenue Mix ExplorerInteractive current vs target↗Eight VerticalsEight business-unit value pools↗TAM / SAM / SOMTotal, serviceable, obtainable↗Five-Year PortfolioIllustrative portfolio path↗MethodologyMarket layers, portfolio architecture, and source controls↗Market Flow & WhitespaceWhere mapped revenue meets reachable value↗

Journey pulse

Market Opportunity

13Destinations2Capabilities1Connected system

Market context, value pools, reachable opportunity, and portfolio direction.

Feedback comparisons

Pages and tools in this capability.

Executive Overview · Feedback↗Revenue Mix Explorer · Feedback↗Eight Verticals · Feedback↗TAM / SAM / SOM · Feedback↗Five-Year Portfolio · Feedback↗

Journey pulse

Market Opportunity

13Destinations2Capabilities1Connected system

Market context, value pools, reachable opportunity, and portfolio direction.

Decision system

Pages and tools in this capability.

Decision CriteriaThe twelve-criterion system↗Effort / ImpactCanonical matrix with drill-through↗

Journey pulse

Opportunities & Decisions

13Destinations4Capabilities1Connected system

Decision criteria, opportunity evidence, prioritization, and portfolio cards.

Criteria weighting

Pages and tools in this capability.

Weightings & DescriptionsDefinitions and anchors↗Compare Stakeholder WeightingsHow weightings differ↗Criteria EditorCreate a device-local weighting profile↗

Journey pulse

Opportunities & Decisions

13Destinations4Capabilities1Connected system

Decision criteria, opportunity evidence, prioritization, and portfolio cards.

Opportunity set

Pages and tools in this capability.

Opportunity Library31 canvases + 60 offerings↗Portfolio Canvas GalleryAll 91 records · decision profiles, evidence, and scenario attribution↗Workshop Photo GalleryContact sheet of every photographed canvas↗

Journey pulse

Opportunities & Decisions

13Destinations4Capabilities1Connected system

Decision criteria, opportunity evidence, prioritization, and portfolio cards.

Card detail

Pages and tools in this capability.

OverviewExecutive summary and posture↗Decision ProfileTwelve-criterion radar↗Canvas EvidenceOriginal workshop language↗ActivationOwner, pilot, dependencies↗PhotosGoverned workshop evidence and framing↗

Journey pulse

Opportunities & Decisions

13Destinations4Capabilities1Connected system

Decision criteria, opportunity evidence, prioritization, and portfolio cards.

Scenario planning

Pages and tools in this capability.

Scenario PlanningBuild, forecast, test, and compare up to six portfolios↗

Journey pulse

Scenarios & Forecasts

9Destinations4Capabilities1Connected system

Build scenarios, compare mixes, and test portfolio economics.

Financial model

Pages and tools in this capability.

Scenarios & ForecastsBuild scenarios, test economics↗

Journey pulse

Scenarios & Forecasts

9Destinations4Capabilities1Connected system

Build scenarios, compare mixes, and test portfolio economics.

The verdict

Pages and tools in this capability.

ROoM AssumptionsFive levers, three scenarios, and the CAGR spread they produce↗Portfolio VerdictDoes this portfolio hit the target, inside the cost constraint?↗Organization EvolutionThe org chart today and at FY2031, driven by COGS and SG&A↗

Journey pulse

Scenarios & Forecasts

9Destinations4Capabilities1Connected system

Build scenarios, compare mixes, and test portfolio economics.

Portfolio direction

Pages and tools in this capability.

Desired vs Forecast Portfolio MixGap between desired and modeled↗Transformation FoundationCapabilities and enablers↗Opportunity SelectionPortfolio selection↗Scenario Planning · X vs YCompare two scenarios side by side↗

Journey pulse

Scenarios & Forecasts

9Destinations4Capabilities1Connected system

Build scenarios, compare mixes, and test portfolio economics.

Historical evidence

Pages and tools in this capability.

OverviewLeadership implications↗Lines of BusinessRecurring and episodic revenue↗Expenses & COGSFunctional expense↗Historical AssetsAssets, liabilities, reserves↗Industry & GrowthAAHA in industry context↗Supporting DocumentationThe governed audit trail↗

Journey pulse

Financial Performance

6Destinations1Capabilities1Connected system

Historical revenue, cost structure, concentration, and financial trends.

People & outcomes

Pages and tools in this capability.

PersonasStakeholder needs↗Balanced ScorecardStrategy-to-measurement↗

Journey pulse

Measurement & Governance

8Destinations3Capabilities1Connected system

Stakeholder outcomes, measures, source governance, and decision controls.

Governance

Pages and tools in this capability.

Supporting DocumentsGoverned links to sources↗Data StatusApproval, quality, ownership↗

Journey pulse

Measurement & Governance

8Destinations3Capabilities1Connected system

Stakeholder outcomes, measures, source governance, and decision controls.

Governance tools

Pages and tools in this capability.

Canvas EditorComplete and standardize governed canvas fields↗Commercial EditorEdit governed offering economics↗Criteria EditorCreate a device-local weighting profile↗Compare Stakeholder WeightingsHow weightings differ by stakeholder↗

Journey pulse

Measurement & Governance

8Destinations3Capabilities1Connected system

Stakeholder outcomes, measures, source governance, and decision controls.

Business Model
Innovation Hub

⌘K

Scenario workspace2 / 6 scenarios

Active scenario0 / 16 ideasOpen workspace →Scenario workspace ready.

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Market OpportunityMarket Opportunity

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Business Model Innovation HubAAHA 2031 portfolio strategy

A portfolio decision experience prepared for the American Animal Hospital Association.

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Portfolio Overview
Engagement Journey
Strategy & Evidence
Market Opportunity
Opportunities & Decisions
Scenarios & Forecasts
Financial Performance
Measurement & Governance

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Scenario workspace
Data status
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© 2026 Lima Consulting Group. All rights reserved. · Authorized client access only

Confidential — prepared for the American Animal Hospital Association.