Business Portfolio Template and Examples: How To Create One

In my experience as an entrepreneur and business advisor, the concept of a ‘business portfolio’ has been central to strategy and success. If you’re a business professional or want to become one, understanding what a firm portfolio is and how to manage it can help you enhance your knowledge and skills. In this article, I’ll explain what a business portfolio is, walk you through the processes to create one, list potential company portfolio benefits, compare business and product portfolios, and provide helpful portfolio creation ideas.

What is a Business Portfolio?

A business portfolio is a document that contains key information about an organization, such as its activities, goals, accessible assets, and mission. Portfolios can help business leaders organize information and make more informed decisions. Company portfolios can also assist business leaders in building strategies for achieving crucial company goals.

Here are some things you can include in a corporate portfolio:

  • The company’s mission statement
  • current organizational goals.
  • Investment and quantities.
  • Services and Products
  • Branding elements
  • Company Assets and Holdings
  • Copy of important certifications
  • Details on strategic alliances.
  • Potential future acquisitions.

Key Takeaways

  1. A business portfolio is a comprehensive document that outlines an organization’s activities, goals, assets, and mission.
  2. To create a business portfolio, start by choosing a format or tool, then include basic business information like the company’s name, location, mission statement, executive names, and history.
  3. A well-diversified business portfolio helps establish a clear vision, increasing operational efficiency, and reducing potential risks.
  4. A business portfolio covers a broad range of organizational information, while a product portfolio focuses solely on the products and services the company offers.
  5. Effective portfolio management involves assigning roles, using specialized software, customizing the portfolio to the organization’s unique needs, and keeping the portfolio updated with current projects and changes.

How To Create a Business Portfolio

Over the years, I’ve discovered that a well-diversified portfolio is similar to a well-balanced meal; it nourishes and preserves a company’s health. It’s not enough to have a variety of items; you also need to have the correct mix that complements and supports your primary business.

I recall a time in my career when my business was stagnant. We realized that our portfolio lacked diversity and depth. We went on a strategic diversification drive, introducing new services to complement our current offerings. This pivot not only boosted our growth but also protected us from market swings.

To demonstrate this, we frequently utilize a business portfolio as a practical example of our methodology. Now, let us walk you through the thorough process of how we accomplish this excellence:

#1. Select a format or portfolio tool

Creating an organized and comprehensive firm portfolio might be difficult, depending on the organization’s size and complexity. Consider browsing for firm portfolio templates to help you get started and decide what information to add to your portfolio. There are numerous programs and company portfolio solutions available to input information and share the portfolio with others within the organization.

#2. Include the fundamental business details

After deciding on a format or tool for your portfolio, provide some essential business information. This can help provide more information and make it easier for others to view and comprehend the portfolio.

Here are some basic pieces of business information you could put in your portfolio:

  • Name of the business
  • Location or address of the business
  • Mission Statement
  • Branding Information
  • Names of executives
  • Company History

#3. Refine the mission statement and objectives

If the organization does not currently have a clear mission statement or company goal, it is advisable to speak with other business leaders to create one. Understanding the company’s purpose within the portfolio can provide context for projects. If the organization has a mission statement and a list of objectives, consider refining them before including them in the portfolio.

#4. Detail products and services

Another significant component of the company portfolio is information about the services or goods that the company offers. You can also create a separate product portfolio to organize detailed facts about each product, although including product information in the company portfolio is also beneficial. For example, you can mention the company’s various services, target audience, and maintenance methods.

#5. List your associations and business partnerships

The portfolio is an excellent area to organize and define affiliations and business partnerships. A business affiliation is a relationship in which one firm holds less than the majority of another company’s equity. Business relationships are links between professional entities and may include the business’s partnerships with suppliers, vendors, and certification organizations. Include details on these ties in your portfolio.

#6. Regularly examine the portfolio

After gathering and organizing information inside the corporate portfolio, you can set up a strategy for reviewing it. For example, the company’s mission, goods, and partnerships may change after the portfolio is created. Consider evaluating and updating the company’s portfolio every quarter or semi-annually to verify that it has accurate data.

Don’t rest on your laurels when you’ve developed a fantastic portfolio. Even the best products require regular upgrades to be successful. Regular portfolio analysis is essential.

Business Portfolio Template

There are numerous approaches to creating a firm portfolio. For example, you may create a booklet or pamphlet, a presentation, or a website with the material. The way you format your portfolio can vary depending on how you intend to use it. Here’s a simple company portfolio template you may use to create your own:

Company information
[Name of organisation]
[Phone numbers]
[CEO, CFO, COO, Executive director]

Mission statement
[Action-based sentiment that details a company’s purpose and intentions.]

Products and services
[Product grouping name]

  • [Product]: [Information about the product, including materials, pricing, manufacturing and customer base.]

[Product grouping name]

  • [Product]: [Information about the product, including materials, pricing, manufacturing and customer base.]

Business affiliations
[Name of affiliated business]
[Description of affiliation]

[Name of affiliated business]
[Description of affiliation]

Current projects and teams
[Current project]
[Project description]

  • [Team member]: [Information about the team member and their expertise.]

[Current project]
[Project description]

  • [Team member]: [Information about the team member and their expertise.]

You can also download this well-detailed Businessyield portfolio template below;

Benefits of a Business Portfolio

Over the years, I’ve discovered that a well-diversified portfolio is similar to a well-balanced meal; it nourishes and preserves a company’s health. It’s not enough to have a variety of items; you also need to have the correct mix that complements and supports your primary business. Portfolios are also beneficial for making business decisions and interacting with prospective investors. When you create an excellent company portfolio, you may get the following benefits:

#1. Establish a vision

Creating a corporate portfolio can help business leaders understand the organization’s aims and ambitions. Clarifying present projects, goods, and connections can make it easier for business executives to create strategies for enhancing and expanding the organization. For example, a business can refine projects and build a vision when it refines its mission statements and company objectives.

#2. Increase efficiency

Many initiatives and procedures within organizations require precise information to work successfully. Creating a central repository for critical business information can help organizations boost efficiency by eliminating errors and inaction due to a lack of information. An organization can also become more efficient after developing a company portfolio by refining initiatives and avoiding duties that do not contribute to the company’s overall vision.

#3. Reduce the potential dangers

An organized and thorough firm portfolio helps lower organizational risk. By presenting an overview of current assets, goals, and affiliations, business executives may make informed judgments and select what is best for the organization. Without a portfolio, firm leaders may lack a full profile to guide their decisions. This may cause them to make judgments that are not in the best interests of the firm.

Business Portfolio vs Product Portfolio

A product portfolio differs from a business portfolio in that it is completely focused on the items and services that the organization sells. A product portfolio, for example, could include information about specific physical products, such as raw materials, pricing strategies, and production equipment. The product portfolio may also include information on business services as well as the sales and distribution methods for them. A firm’s portfolio contains more information than just items.

Guidelines for Analyzing a Business Portfolio.

Making educated decisions is fundamental to effective portfolio management. I use tools such as the BCG matrix and the GE/McKinsey matrix to evaluate and strategize. These tools have been crucial in guiding me on where to invest, which companies to exit, and where to channel innovation. I’ll go over the top three strategies now used for this purpose:

#1. SWOT Analysis

This technique divides all of a company’s assets into strengths, weaknesses, opportunities, and threats (SWOT). These are then plotted in a SWOT table, and other experts from throughout the firm are asked to provide feedback on the items in each area. This feedback is then compiled into a strategic plan that prioritizes and addresses the concerns identified during the process.

#2. BCG Matrix

The Boston Consulting Group (hence the name), which created the BCG Matrix, divides a company’s assets into four groups based on market share and growth. As a result, portfolio elements are classified as stars (high share and growth), cash cows (high share and low growth), question marks (low share and high growth), or dogs (low share and low growth). Assets are then handled based on their classification, with dogs frequently being phased out and stars given precedence.

#3. GE-McKinsey Matrix

This tool evaluates a company or its Strategic Business Unit (SBU), as well as the attractiveness of the industry in which it operates. Each of these factors is rated as high, medium, or low, with the findings displayed in a nine-block table.

The vertical axis indicates industry attractiveness, whereas the horizontal axis represents business unit strength. The organization should place more emphasis on SBUs that are located in the top three left slots, whereas those located in the bottom three right slots might need restructuring.

With regular analysis and good management, a business portfolio may provide enormous benefits to both a company’s leadership and its whole staff.

Tips on Managing a Business Portfolio

Here are some useful guidelines for managing a business portfolio:

#1. Assign portfolio management responsibilities

If you’re a business professional establishing and managing a company portfolio, think about delegating different portfolio activities to other professionals. For example, a product manager may be in charge of updating product information in the portfolio.

#2. Consider using portfolio software

You may create and maintain a portfolio using a variety of software. They can make the procedure more efficient by prompting the user for specific information and automatically updating portions.

#3. Customize the company portfolio

Each organization is unique, so it is critical to incorporate distinct portions of the firm’s portfolio as needed. A charity-oriented corporation, for example, may have a section on philanthropic contributions.

Business Portfolio Example

Sunshine Milk Products Co. creates a variety of dairy products, including butter, cream cheese, condensed milk, and ice cream, among others. The organization is now reviewing its strategic approach for allocating financial resources in the most promising markets.

The company’s Chief Marketing Officer created a business portfolio that included all available business units and products, which were evaluated using a management tool known as the Boston Consulting Group tool, which determines which goods and businesses had the most potential. This research allowed the corporation to determine that the butter and ice cream markets were the most profitable and had the greatest growth potential. This endeavor led to a reorganization procedure that enhanced the company’s profitability significantly.

Looking ahead, I anticipate that technologies such as AI and blockchain will play an increasingly important role in portfolio management. Keeping up with these trends and learning continuously has been critical to my portfolio management strategy.

Technological integration cannot be negotiated. Leveraging technology, whether through data analytics for market trends or artificial intelligence for consumer insights, has had a significant impact on how I manage my portfolio. It entails making data-driven decisions to improve portfolio performance.


Creating a strong business portfolio is a dynamic and continuing process. It involves a combination of strategic thinking, risk management, and adaptability. My experience has shown me that a strong portfolio is the foundation of a thriving business. As we move forward, the ability to evolve and innovate will determine the success of any business portfolio.

I’d like to learn about your experiences or issues with maintaining a business portfolio. Feel free to leave your stories or questions in the comments section. Let’s learn and grow together as we master the art of creating a great business portfolio.