Make and document the keep/retire/add decision per line

Packaged know-how that tells an agent how to do a job well.

You might say…

“The numbers tell me one thing about the underperforming line but I'm not sure the strategic logic supports retiring it — I need to make the call and write down why.”

What it does

Single-judgement call that weighs the scorecard against strategic fit and capacity to recommend keep/retire/add per service line, with written rationale.

Trigger: Use once per portfolio review when deciding the go-forward service set.

I/O: Per-service-line scorecard + strategic-fit considerations → keep/retire/add decision per line with written rationale

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