Sort the Portfolio to Stop, Sustain, or Grow

What this session can decide

Propose how activities should be handled and conditions for reconsideration. Refer employment, contracts, and accounting treatment to separate formal procedures.

Outside its scope

• Do not assess the ability of the people responsible.
• Do not decide to discontinue an activity using unconfirmed financial figures.
• Do not end a statutory service solely within this session.

Primary caution: Do not assess the ability of the people responsible.

Before starting

Question and scope

View the full set of activities as a cycle and develop candidates for decisions to continue, end, or redesign them. Before starting, state the subject and time period in one sentence.

What this session decides

Propose how activities should be handled and conditions for reconsideration. Refer employment, contracts, and accounting treatment to separate formal procedures.

Output recipient

The Recorder stores the final activity-review ledger, managing missing information, owners, review dates, and losses while waiting.

Participation and information boundaries

Explain the choices to pass, take a break, or leave. Keep personal information, confidential information, and attribute-based evaluation off the record surface. Assign Participant support separately.

Operating roles

Assign Lead facilitator, Recorder, Timekeeper, and Participant support before starting, and confirm who announces switching and stopping.

Next review

Set a review date, viewers, and the person responsible for the next decision on the activity-review ledger.

Who takes responsibility

Lead facilitator

Keep Sort the Portfolio to Stop, Sustain, or Grow within its purpose and exclusions, and announce the start and end of each stage.

From before the start through the end

Recorder

Record the activity-portfolio map, continue/stop/grow-or-redesign candidate table, and activity-review ledger at each stage, then hand them to the recipient at the end.

From preparing record surfaces before the start through storage after the end

Timekeeper

Notify the Lead facilitator 3 minutes before each stage ends and when switching to breaks or buffer time.

At the start of every stage and 3 minutes before its end

Participant support

Receive requests to pass, take a break, leave, or check individually, and decide with the Lead facilitator whether resumption is possible.

From before the start through the end

Session flow

Minutes are measured from the session start. Method time, transition time, breaks and buffer are shown separately; they are not additional overlapping activities.

1. 0–93 minutes

   Place activities at their current position in the cycle

   Method: Ecocycle Planning · 0–90 minutes. Transition: 90–93 minutes (3 minutes).

   Write one activity per card and place it in the ecocycle. Identify activities that continue despite declining value and activities that cannot grow because of insufficient resources, with evidence.

   Responsible: Lead facilitator; Recorder; Participant support

   Output: Activity-portfolio map

   Handoff: Pass stalled activities and activities with divided judgements to the stage for separating their future handling into Continue, Stop, or Grow/redesign.

   This stage may be shortened only in accordance with the stated conditions.

2. 93–126 minutes

   Sort future handling using a programme-specific adaptation sheet

   Method: Stop, Start, Continue · 93–123 minutes. Transition: 123–126 minutes (3 minutes).

   Use a programme-specific adaptation of Start/Stop/Continue to tentatively place activities under Continue, Stop, or Grow/redesign. Add one sentence of observational evidence to each category and remove evaluative language about individuals responsible. Record current positions in the cycle separately; do not finalise discontinuation in this session.

   Responsible: Lead facilitator; Recorder; Participant support

   Output: Continue/stop/grow-or-redesign candidate table

   Handoff: Pass activities that cannot be decided and the reasons to the stage for setting reconsideration conditions.

   This stage is not marked as shortenable.

3. 136–169 minutes

   Set reconsideration conditions for unresolved items

   Method: Decision Debt Ledger · 136–166 minutes. Transition: 166–169 minutes (3 minutes).

   For each unresolved activity, write missing information and losses while waiting. Separate items into Decide, Wait, or Withdraw, and assign an information-gathering owner and review date to those waiting.

   Responsible: Lead facilitator; Recorder; Participant support

   Output: Activity-review ledger

   Handoff: Pass the ledger to the portfolio owner and the person gathering information.

   This stage is not marked as shortenable.

What is retained and who receives it

Materials and setup

Material names, quantities, groups and handling instructions retain the fixed draft's original helper-derived guidance. Where a format is marked “Source material specification”, the entire bound English source material entry takes precedence over the old helper-derived format guidance. This format-only correction does not resolve other instruction or safety concerns. English names are not substituted into a Japanese-keyed lookup.

Setup for each method

When to switch or stop

Fallbacks

There are more than 20 activity cards.

Bundle activities with the same purpose and arrange no more than 10 representative cards.

Method guide: Ecocycle Planning

Stop conditions

Confidential financial or personnel information exceeds the sharing scope.

Collect the relevant cards and continue using only public information.

Candidates for discontinuation turn into criticism of the people responsible.

Return the wording to the activities' purposes, outcomes, and constraints.

Sources, rights and limits

This site has composed this programme's purpose, connections between methods, facilitation, roles, outputs, and switching conditions. See each method's individual page for its sources and licence.

Original source records and their required notices are retained below. Their presence does not mean a new legal or cultural-safety clearance. Original citation titles are kept in their source language.

Japanese resources and historical source records

Original Japanese plan and its print view · Japanese operation pack or starter materials

An English print edition is not provided here. The linked plans, print views and operation materials are Japanese resources.

Historical recorded publication holds

The following original hold statements are retained verbatim with their fixed source versions. They are not a statement of current acceptance, nor does this historical label resolve a source-specific restriction.

• English translation and rendered-page independent acceptance pending
• Method dependency source/text SHA binding and current source-specific rights verification pending
• Publication not cleared