Constraints on Capital, particularly Human Capital – simple having enough people with shared understanding, shared culture, shared mental models – restrict the board’s freedom to do as they wish.
SOoP-1 A project is a decision Making Architecture (whose main challenge is prioritisation between competing demands; in this decision making need lies all of politics).

Balancing Capital Use between Run and Change the Organisation – Rationing People’s time (and other resource uses) across the Portfolio for the best #Caring4Capital @Caring4Capital
Types of Capital & other references
Intellectual Capital Architectures and Ambidextrous Learning; A Framework for Human Resources Management, Kang and Snell, Journal of Management Studies 46:1 Jan 2009
“The Balanced Scorecard: Translating Strategy into Action” Robert S Kaplan, David P Norton (ISBN: 9780875846514
“The Knowing-Doing Gap: How Smart Companies Turn Knowledge into Action” Jeffrey Pfeffer, Robert Sutton (ISBN: 9781578511242)
“Triumph of the Lean Production System”. John Krafcik MIT Sloan Management Review Vol.30 No.1 http://www.lean.org/downloads/MITSloan.pdf
Toyota Production System: Beyond Large-Scale Production. Taiichi Ohno ISBN 978-0915299140
“The Goal: A Process of Ongoing Improvement”. Eliyahu M Goldratt ISBN: 9780884271956
“Critical Chain”. Eliyahu M. Goldratt ISBN 13: 9780884271536
Agile portfolio management: An empirical perspective on the practice in use. Christoph Johann Stettina, Jeannette Hörz, International Journal of Project Management 33 (2015) 140–152
Agile Portfolio Management Jochen Krebs, Microsoft ISBN-13: 978-0735625679
Agile software development and project portfolio management in dynamic environments: an exploratory case study Imbrizi & Maccari International Association for Management of Technology IAMOT 2014 Proceedings
Kanban – Successful Evolutionary Change for your Technology Business. Anderson, David (April 2010). ISBN 0-9845214-0-2.
Successful project portfolio management beyond project selection techniques: Understanding the role of structural alignment Kaiser, El Arbi, Ahlemann International Journal of Project Management 33 (2015)
Supporting Scaling Agile with Portfolio Management: Case Paf.com. Rautiainen, von Schantz, Vähäniitty
Towards Agile Product and Portfolio Management, Jarno Vähäniitty PhD Dissertation Aalto University