What Leadership is Saying:
"We have visibility gaps across functions, and it’s starting to impact trust and strategic grip.”
What the Team is Saying:
"We’re beyond the stage where Slack and spreadsheets can hold this together."
What Clients, Investors, and Board Members are Saying:
"You’ve matured past startup mode and need consistent governance and reporting".
What’s Not Being Said (But Should Be):
"Whether we staff or partner, the work is getting more complex and needs a formal system behind it.
We need to make the call."
🗹 In-house capability to manage portfolio, programs, and projects of various complexity
🗹 Implemented cadence for portfolio level planning and review
🗹 Implemented reporting for Portfolio Insights, Trends, and KPIs to enable Data-Driven Decisions
🗹 Implemented Playbook for Program and Project delivery
🗹 Gained Business Capabilities:
Talent Strategy
• Recommendation for internal team reallocation to fill PPM gaps using existing talent
• Support with hiring and onboarding new internal PMO roles
Portfolio Governance Setup
• Initiatives intake workflow, including prioritization and impact assessment
• Paybook for portfolio level decisions and response to risks and changes
Portfolio Rhythm Setup
• Business Capability Driven Yearly Goals and OKRs
• Quarterly Strategic Planning
• Monthly Portfolio Review
• Weekly Async Video Reports and Steering Review
Portfolio Visibility Setup
Real-Time leadership-ready reporting on portfolio performance, health, risk, and ROI
Operating Rhythm Setup
• E2E Project and Program Management Playbook
• Tailored Templates and team training
BONUS: 3 monthly check-in sessions* to support adoption, maturity, and momentum
*Virtual Facilitation or Optional Onsite Add-On to Establish and Hand Off
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