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v0.21.0

Release Date: 2026-09-07

Highlights

  • Product Development Investment Mix (PDIM), a new investment-mix portfolio dimension. ProductDevelopmentInvestmentMixDimension() classifies the mix of work types across the product portfolio — Innovate / Improve / Automate / Maintain / Toil — where Maintenance = non-toil maintenance + Toil, and Toil is a first-class category because exposing and reducing it is the point. ToilReduction makes the framework's causal loop (toil identified → automation investment → toil eliminated → capacity reclaimed) measurable: hours reclaimed per month and a payback period that treats an Automate initiative as a capital-style investment.
  • Two external industry standards join the built-in dimensions. RunGrowTransformDimension() models Gartner's Run/Grow/Transform executive IT investment classification and SREWorkDimension() models Google SRE's work categorization (Software Engineering / Systems Engineering / Toil / Overhead, per the SRE Book's "Eliminating Toil" chapter), both faithfully with source references. A PDIM classification projects deterministically onto both: PDIMToSREWork definitionally (Toil → Toil, everything else → Engineering), PDIMToRGT by documented convention (Innovate → Transform, Improve → Grow, Automate/Maintain/Toil → Run) — with an explicit native RGT or SRE assignment taking precedence over the projection.
  • Market Investment Horizon splits SAM+SOM into SOM and SAM. MIH (dimension version 2.0) becomes a four-rung ordinal ladder — KTLO < SOM < SAM < TAM Expansion — with the options worded as incremental rings so they stay mutually exclusive. MIHRollup collapses SOM/SAM (and the legacy combined sam_som id) to the 3-way presentation grain, so pre-split data and rolled-up 4-way views share one key.

Overview

This release adds an investment-mix layer to the assessment IR's portfolio dimensions. Where Kano characterizes customer value and Market Investment Horizon locates an investment relative to the current market, the three new investment frameworks answer "what kind of work are we spending our capacity on?" — with PDIM as the assessment grain and the two established frameworks as derived views: RGT for the audience that speaks Gartner, SRE Work for the engineering-health conversation. "Product development" names the joint function (product management, engineering, design, docs), keeping the framework neutral between the product and engineering teams that present it together.

The strategic motivation is toil: RGT's Run bucket hides whether operating spend is healthy maintenance or capacity lost to repetitive manual work, and Google SRE's toil discipline supplies the industry precedent for measuring and engineering it out. PDIM combines the two lenses so the Toil → Automate → Capacity Reclaimed loop becomes an explicit, reportable portfolio narrative — e.g. a toil-reduction OKR backed by ToilReduction payback math.

See the updated Portfolio dimensions section of the Opportunity Prioritization guide.

Changes

Investment mix dimensions

RunGrowTransformDimension(), SREWorkDimension(), and ProductDevelopmentInvestmentMixDimension() are standard DimensionDefinitions: portfolio-descriptive only (never a RankingPolicy input), resolved through the generic ResolveCategory from evidence-backed judge answers, with multiple satisfied criteria surfaced as Ambiguous rather than silently resolved. Rollup helpers follow the MIH pattern: SREWorkRollup (software/systems engineering → engineering) and PDIMRollup (Toil → Maintain, the 4-bucket executive view).

Market Position (BCG growth-share)

MarketPositionDimension() adds the BCG growth-share quadrants — Star, Cash Cow, Question Mark, Dog — plus Enabler for a horizontal platform line whose value is cross-line leverage. Unlike the other dimensions it classifies a product line, not an opportunity: the assignment is made once per line and inherited by that line's initiatives.

Market Investment Horizon v2.0

The combined sam_som option is replaced by distinct SOM ("capture demand obtainable now within reach we already have") and SAM ("expand into serviceable reach we do not yet have") rungs, with MIHOption* constants and the MIHRollup helper. Assignments pin dimension ID+version, so existing v1 assignments are never retroactively reinterpreted.

Fixes

A Compass (COMPASS-RICE) assessment now counts toward report prioritization.

Compatibility

Fully additive at the Go API level — no signatures changed or removed. MarketInvestmentHorizonDimension() now returns the v2.0 definition (four options, no sam_som); consumers that stored v1 assignments are unaffected (assignments reference dimension version), and MIHRollup maps the legacy sam_som id and the new SOM/SAM options to the same rollup key. Dependency changes are indirect-only (go mod tidy).

Installation

go get github.com/grokify/prism-roadmap@v0.21.0