/documd-visuals

Scenario Planning Quadrant — Invest / Protect / Test / Exit (Infographic)

Best for: a portfolio view where each business line gets one of four capital decisions Avoid when: the reader needs forecasts or budget totals (pair it with a table) Answers: where we double down, what we defend, what we experiment with, and what we stop funding

infographic compare-quadrant-quarter-circular
theme
  colorPrimary #2b66c4
  palette
    - #2b66c4
    - #2f9e44
    - #f3a33c
    - #d1242f
    - #7048e8
    - #0f9b9b
    - #c16f8a
    - #7c5a3d
data
  title Portfolio Review 2027
  desc Each line of business gets one capital decision
  compares
    - label Invest
      desc Growing share, strong margin
      children
        - label Usage-based billing
    - label Protect
      desc Core revenue at stake
      children
        - label Retainer plans
    - label Test
      desc Cheap to trial, unclear upside
      children
        - label AI add-ons
    - label Exit
      desc Shrinking, high cost to serve
      children
        - label Legacy licensing

Data Shape

Four compares entries, each with a decision label, the rule that produced it in desc, and the business lines in children. Direction of reading matters: the first two slots are the "keep" half, the last two the "change" half.

Key Options

Pitfalls

• ❌ Decision labels that restate the axes ("High growth") → ✅ state the action ("Invest", "Exit")
• ❌ Forgetting the exit quadrant → ✅ an empty exit quadrant means nobody made a hard call
• ❌ Long explanations inside quadrants → ✅ the decision rule belongs in the slot desc

Alternatives