Skip to content
Solutions
Overview
Strategy-innovation2x
Strategy and Innovation
puzzle2x
Organizational Excellence
cogs2x
Business Transformation
chart2x
Research and Insights
Who We Serve
Who We Are
Resources
Contact Us
Contact Us

Portfolio Analysis

Evaluating and implementing changes to your portfolio is a high-stakes endeavor. Our portfolio analysis solutions are tailored to your organization's stage of readiness, ensuring you receive the right level of support to strengthen organizational performance and advance your mission.

Strategic Analysis of Programs and Services

Assess Portfolio Health

Understand what's working well today and where cultural, operational and data barriers are holding you back from making confident decisions.

Maximize Impact

Discover where you have the potential to invest more, where you should divest and what needs to be postponed or eliminated given your goals.

Plan for the Future

Our portfolio analysis will help you focus on what’s driving value and make decisions about future investments of your resources.

Portfolio Analysis Pathways

Whether you’re starting your portfolio journey or seeking a full-scale analysis, our offerings blend data, stakeholder insights and strategic guidance to create actionable roadmaps and build organizational alignment.

Portfolio Evaluation

Ideal for associations beginning their portfolio journey, this high-level evaluation builds a shared understanding of your portfolio’s overall health. It combines financial analysis, staff interviews and facilitated sessions to surface insights, align stakeholders and outline a practical roadmap for advancing portfolio management.

Focused Program Analysis

Designed for organizations ready to dive deeper, this analysis evaluates three to five programs using a balanced framework that integrates quantitative metrics with qualitative insights on mission alignment and strategic priorities. Through tailored facilitation, we help your team interpret data, navigate tradeoffs and apply a proven model that strengthens organizational capability.

Comprehensive Portfolio Analysis

Best suited for organizations seeking a holistic view, this full-scale analysis assesses your complete portfolio, integrating financial data, stakeholder perspectives and performance dashboards. You’ll receive actionable recommendations and a comprehensive playbook to guide ongoing portfolio management and strategic resource allocation.

Our Approach

We leverage extensive research and stakeholder input to uncover how programs are performing against their relative resource allocation. Our recommendations can be used to drive greater organizational health, growth and mission impact.

Immersion

We begin by understanding your goals, organizational culture, data environment and readiness to ensure our approach is tailored to your specific needs and capacity.

Financial Review

Our team analyzes your financial statements, program data and organizational structure to identify portfolio-level trends and insights that inform decision-making.

Stakeholder Engagement

Through confidential interviews, facilitated sessions and surveys, we capture diverse perspectives on program value, organizational culture and readiness for change.

Portfolio Framework Development

Our Focused Program Analysis and Comprehensive Program Analysis solutions include a customized evaluation framework. We assess programs using criteria such as mission impact, financial signals, member value and strategic fit.

Actionable Recommendations

Our recommendations will highlight where you can increase investment to drive greater financial and mission returns, areas that should be maintained, and programs and efforts that the organization should consider divesting, pausing or eliminating to drive greater organizational sustainability and impact.  

“The SFA engaged McKinley Advisors and initiated the portfolio analysis project with a deep-seated motivation to stay at the forefront of our industry. Managing and interpreting vast volumes of data required a significant effort, and McKinley was incredibly helpful in working with the team to process it all. These changes are having a profound impact on our organization. We are starting to experience improved member engagement, streamlined resource allocation and a stronger competitive position in the market. The insights from our portfolio analysis empowered us to make informed decisions that led to a more agile, competitive and strategically aligned portfolio.”

Bill Lynch

President, Specialty Food Association (SFA)

“The portfolio analysis gave us a clearer picture of what truly drives value for our members and how to align our resources for the greatest impact. It wasn’t just about data — it was about connecting data-informed decision-making to our mission and building shared understanding across the organization.”

Ona Dosunmu

President & CEO, National Association of College and University Attorneys (NACUA)

SFA_logo1 1

Connect with an Association Expert!

REACH OUT