This guide walks through the principles of portfolio co-design, providing framing which can be reused in meetings or workshops with stakeholders to justify why portfolio co-design is important and how it can happen. We provide key intuitive metaphors to support a good understanding of what a portfolio is and isn't (the 3D cube) as well as intuitive visuals to convince other of the need for a collaborative approach to putting a portfolio together for the CCC Action Plan. This guide is a good resource to plan a CCC process and understand what creating a portfolio means in practice.