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Learning Portfolio Rationalization

Outcome-driven refocusing of learning investments. 

Make your existing investments work harder

Focused, modernized, and aligned to outcomes.

Our Point of View

Most organizations already have extensive learning and enablement portfolios.


What they lack is clarity on what actually works.

Legacy curricula, inherited programs, and duplicated content often persist long after their relevance has faded—driving cost without impact and complexity without return. Over time, portfolios grow through accumulation rather than intention.

Portfolio Rationalization brings discipline to this landscape—helping organizations decide what to double down on, what to modernize, and what to retire, so investments support real performance instead of diluting it.

Impact scales when investment follows evidence, not habit.

What This Service Is

Portfolio Rationalization assesses and refactors existing learning and enablement investments to improve effectiveness, reduce waste, and align resources to current and future needs.

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HOW THIS WORKS IN PRACTICE This work is diagnostic, pragmatic, and outcome-oriented—focused on reallocating modalities and resources without starting over.

What We Examine and Refactor

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We treat learning and enablement assets as a portfolio requiring active management and informed tradeoffs.

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Engagements begin with a Portfolio Assessment, reviewing current offerings, delivery methods, costs, and usage patterns. From there, we redesign the portfolio for clarity, efficiency, and impact.

Areas of focus typically include:
  • Portfolio inventory and analysis
    What exists, who it serves, and what it is intended to change

  • Effectiveness and relevance
    Which assets deliver value—and which do not

  • Modality alignment
    Where workshops are essential, where digital is superior, and where performance support or AI should replace formal training

  • Redundancy and overlap
    Where consolidation can reduce complexity and cost

  • Future-state portfolio design
    How the portfolio should evolve to support changing work and capability needs

What Changes as a Result

  • Lower delivery costs without loss of impact

 

  • Clearer prioritization of high-value investments

 

  • Better alignment between modalities and outcomes

  • Reduced complexity for learners and leaders

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  • A portfolio positioned for modernization and scale​​​

What We Measure

Measurement focuses on portfolio health, efficiency, and strategic impact.

Measurement includes:

  • Reduction in redundant or low-value offerings

  • Cost efficiency relative to impact

  • Utilization and effectiveness of retained assets

  • Alignment of the portfolio to priority business outcomes

  • Capacity freed for higher-value work

  • Improved speed and flexibility in responding to new needs

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When Organizations Need Portfolio Rationalization

  • Learning portfolios have grown organically without strategic oversight

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  • Cost pressure demands efficiency without sacrificing results

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  • Digital investments have increased without clear payoff

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  • Workshops are being reduced without a coherent replacement strategy

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  • Organizations want modernization without a full rebuild

Why Gatti Growth Group?

Evidence Over Inheritance

We help organizations break free from inherited portfolios—bringing clear-eyed judgment to what should be sustained, modernized, or retired, based on evidence and outcomes. 

Efficiency Without Erosion

We reduce cost and complexity without stripping away what matters—ensuring efficiency gains strengthen performance, credibility, and long-term capability instead of hollowing them out.

Built for Modernization & Scale

We position portfolios to evolve with changing work, technology, and demand—so modernization strengthens performance instead of destabilizing it.

REFOCUS LEARNING ON WHAT MOVES THE BUSINESS

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© 2026 by Gatti Growth Group, Inc. All rights reserved.​

 

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