What Leadership is Saying:
"We need someone who can connect the dots across the portfolio and lead execution, not just report on it.”
What the Team is Saying:
"We need someone who knows how we work and can guide us long-term."
What Clients, Investors, and Board Members are Saying:
"We expected more structure by this stage."
What’s Not Being Said (But Should Be):
“This is too important to patch together. We need a strategic operator now, but don’t have capacity to hire full-time."
🗹 Embedded capability to manage portfolio, programs, and projects of various complexity
🗹 Portfolio Insights, Trends, and KPIs for Data-Driven Decisions
🗹 Over 50% increase in sustainability of delivery pace
🗹 Over 80% Alignment Confidence from leadership and delivery
🗹 Gained Business Capabilities:
Talent Strategy
• A fractional Strategic Operator aligned with executive team, initiatives owners, and outcomes
Portfolio Governance
• Initiatives intake workflow, including prioritization and impact assessment
• Paybook for portfolio level decisions and response to risks and changes
Portfolio Rhythm
• Business Capability Driven Yearly Goals and OKRs
• Quarterly Strategic Planning
• Monthly Portfolio Review
• Weekly Async Video Reports and Steering Review
Portfolio Visibility
Real-Time leadership-ready reporting on portfolio performance, health, risk, and ROI
3 BONUSES to Deepen Optimization
• Business Model Canvas
• Business Capabilities Map
*Virtual Facilitation or Optional Onsite Add-On to Lead, Sustain, and Adapt
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