Product Portfolio Rationalization Brief

Optimize Your Product Portfolio with Data-Driven Decisions

Product portfolio rationalization is one of the most critical—yet complex—strategic initiatives a business can undertake. Whether you're a product manager streamlining an overgrown catalog, a CFO seeking margin improvements, or a growth-stage company preparing to scale, this Product Portfolio Rationalization Brief helps you systematically evaluate every SKU, identify underperformers, and build a clear plan for phase-outs and resource reallocation.

Built for Product Teams, Operations and Leadership

This Paperform template brings structure to what's often a spreadsheet nightmare. Instead of juggling disconnected documents, emails and approval chains, you get a single, professional brief that captures SKU-level analysis, profitability metrics, strategic fit scores, transition timelines and stakeholder communication plans—all in one place.

Key sections include:

• SKU & Product Analysis: Document current portfolio composition, sales velocity, margin contribution and inventory exposure.
• Profitability Assessment: Evaluate gross margin, contribution margin, cost to serve and opportunity cost for each product line.
• Strategic Fit Evaluation: Score products against brand alignment, customer demand, competitive positioning and long-term roadmap fit.
• Phase-Out Planning: Define sunset timelines, transition support, customer migration paths and inventory liquidation strategy.
• Resource Reallocation: Map freed-up capital, team bandwidth and operational capacity to higher-ROI opportunities.
• Communication Strategy: Plan internal and external messaging, customer notifications, sales enablement and FAQ rollout.

Once submitted, you can use Stepper (stepper.io) to automate what happens next—route the brief for finance approval, trigger project kickoff tasks in Asana or Monday, update product roadmaps in Notion or Airtable, notify cross-functional stakeholders in Slack, and keep every team aligned without manual handoffs.

Why Paperform for Portfolio Rationalization?

Paperform's conditional logic and calculation fields let you build scoring models, margin thresholds and decision trees directly into the form—so stakeholders can see recommendation logic in real time. The doc-style editor makes it easy to add context, embed supporting charts or link to analysis decks, and the clean, on-brand layout ensures your brief gets taken seriously by leadership.

Trusted by product teams, operations managers and strategy leaders at growing SMBs, Paperform helps you turn complex portfolio decisions into clear, actionable project briefs that drive alignment and execution from day one.