AI agent for vp of its
Strategy Portfolio Overlap Agent
No two initiatives fund the same deliverable without coordination.
What it does
Different initiatives often fund the same capability without coordinating, wasting budget. Comparing them by name is misleading. Each quarter this agent reads initiative briefs and deliverables, and finds apparent overlaps by what is actually delivered, not by similar names. It compares beneficiaries and scope for each pair. If the beneficiaries differ, it records a clear boundary and moves on. For true overlaps, with the same deliverable and beneficiary, it drafts options: merge, split the scope or sequence the work. The portfolio office decides. Edge case: two initiatives that share a vendor but deliver different things are not counted as overlap.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Quarterly review
- Read initiative briefs and deliverables
- Find apparent overlaps by deliverable
- Compare beneficiaries and scope
- Is it a true overlap?If not: record a boundary and move on. Back to step 3.
- Draft consolidation options
- Portfolio office decidesThe agent waits here for your OK.
- Portfolio overlap review
How it decides
It compares deliverables and beneficiaries; true overlap leads to a coordination proposal.
- True overlap: same deliverable and same beneficiary.
- Option: merge, split scope or sequence, based on timing and budget.
- Different beneficiaries: record a boundary, not an overlap.
- Shared vendor alone is not overlap.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Review schedule (default quarterly)
- Initiative sources (default portfolio briefs and budget lines)
- Budget level above which overlaps are reported (default $50,000)
- Output format (default overlap table with options)
- Who decides (default the portfolio office)
What keeps you in control
It always asks you first
- Cancelling initiatives
- Budget reallocation
Hard limits
- No budget changes.
It stops when
- Done: all overlaps reviewed.
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
