What We Deliver: Your Portfolio Operating Model
Governance Model & Decision Framework
We help you define who makes what decisions and when. This includes: portfolio steering committee structure, escalation paths, decision rights matrix, investment approval thresholds, and governance meeting cadence. You'll get clear rules that prevent bottlenecks while maintaining proper oversight.
Stage Gate Process Design
Together we design stage gates that add value, not bureaucracy. We define: gate criteria aligned with your risk tolerance, phase deliverables that matter, review processes that are efficient, checkpoint timing that fits your project lifecycle, and exit criteria that enable confident go/no-go decisions.
Portfolio Scoring & Prioritization
We create scoring models that reflect what actually matters to your business: strategic alignment weights, value vs. effort frameworks, risk assessment criteria, resource capacity considerations, and dependency mapping. Your scoring system will be transparent and defensible.
PMO Operating Model
We clarify the PMO's role and design workflows that work: PMO charter and responsibilities, standard project workflows, reporting cadence and formats, escalation procedures, and change management processes. This includes defining how the PMO interacts with project teams, business units, and executives.
Roles & Responsibilities (RACI)
No more confusion about who does what. We document: portfolio manager responsibilities, project manager expectations, business sponsor roles, PMO team structure, steering committee duties, and decision-making authority. Everyone knows their role.
Metrics & Reporting Framework
We define what data matters and how to present it: executive dashboard requirements, portfolio health indicators, project status metrics, resource utilization views, financial tracking needs, and reporting schedules. You'll track what drives decisions, not just what's easy to measure.