The PGE (Portfolio-Growth-Efficiency) Strategy Framework Template

The PGE Framework breaks strategy into three pillars: Portfolio, Growth, Efficiency. Free downloadable template to implement in your business.

The PGE (Portfolio-Growth-Efficiency) Strategy Framework Template
he PGE (Portfolio-Growth-Efficiency) Strategy Framework Template - Free PDF and PPT Version

Three Pillars for Strategic Success

Most strategies fail in execution.

Companies have plans. They lack focus. They try to do everything at once.

The PGE Framework fixes this.

It gives you three clear pillars: Portfolio, Growth, and Efficiency. Each pillar has specific actions. Each pillar needs enablers to work.

Let me show you how it works.

What is the PGE Framework?

PGE stands for Portfolio, Growth, and Efficiency.

Think of it as a tripod. Remove one leg and it falls. Keep all three in balance and your strategy stands firm.

Here's what each pillar does:

Portfolio = What you play in Growth = How you win Efficiency = How you sustain wins

Origin (One Symrise Strategy)

One Symrise Strategy (Source, Slide 19)

The Three Pillars

Pillar 1: Portfolio

This pillar answers: Where do we compete?

Your portfolio determines your future. You need discipline here.

Key actions:

  • Manage your portfolio with intention
  • Balance global reach with local focus
  • Pick your niche and own it
  • Allocate capital across business units
  • Review your portfolio twice per year

Example: You run 20 business units. Some make money. Some don't. Portfolio management means killing the weak ones and feeding the strong ones.

No emotion. Just data.

Pillar 2: Growth

This pillar answers: How do we expand?

Growth without direction burns cash. You need focus.

Key actions:

  • Go deep with customers
  • Innovate from your core strengths
  • Create solutions competitors can't copy
  • Target adjacent markets first
  • Set clear growth targets (like 15% organic revenue growth)

Example: You sell software to banks. Your adjacent market is insurance companies. Not restaurants. Not fashion brands. Insurance companies use similar workflows.

That's adjacent market expansion.

Pillar 3: Efficiency

This pillar answers: How do we protect margins?

Growth costs money. Efficiency preserves it.

Key actions:

  • Drive operational excellence across all functions
  • Control your value chain end-to-end
  • Manage expenses with discipline
  • Optimize procurement
  • Consolidate shared services
  • Cut overhead that doesn't drive value

Example: You target 300 basis points margin expansion. You find it through procurement savings, service consolidation, and overhead reduction.

Not through cutting muscle. Through cutting fat.

The Enablers

The three pillars need support. That's where enablers come in.

People and Values

Your team executes strategy. Hire right. Train well. Live your values.

Sustainability

Build for the long term. Short-term wins that damage the future aren't wins.

Digitalization

Technology multiplies effort. Use it to scale faster and operate better.

How to Use the PGE Framework

Step 1: Assess where you are

  • Rate yourself on each pillar (1-10)
  • Be honest about gaps
  • Identify which pillar needs most work

Step 2: Choose your focus

  • You can't fix everything at once
  • Pick one pillar as your priority
  • Set 2-3 actions per pillar

Step 3: Build enablers

  • Invest in people
  • Embed sustainability
  • Deploy digital tools

Step 4: Review twice per year

  • What worked?
  • What didn't?
  • What changes do you need?

Common Mistakes

Mistake 1: Ignoring one pillar All three pillars matter. Focus on growth while ignoring efficiency and you burn cash. Focus on efficiency while ignoring growth and you shrink.

Mistake 2: No discipline Frameworks need rigor. Biannual reviews aren't optional. They're required.

Mistake 3: Forgetting enablers Great strategy with poor execution fails. Invest in your people, sustainability, and digital capabilities.

Getting Started

Start here:

  1. Print the framework
  2. Fill in your current actions for each pillar
  3. Identify gaps
  4. Pick three priorities for the next quarter
  5. Review in 90 days

That's it.

Final Thoughts

Strategy is simple. Execution is hard.

The PGE Framework keeps you focused on what matters: where you compete, how you grow, and how you sustain it.

Use it. Adapt it. Make it yours.

Want the template?

Download the PDF template for immediate use.

For the editable PowerPoint version with full customization options, create a free account at strategypunk.com.