Description

A focused course, tailored for you

The Consulting Director's Course on Portfolio Analytics When Strategic Priorities Shift

Turn chaotic project data into clear, actionable insights that keep your portfolio aligned with ever-changing business goals.

Stop spending Monday mornings reconciling project data while senior leadership doubts your portfolio’s relevance.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

You spend weeks pulling spreadsheets, PowerPoints and email threads to assemble a single view of every active project, only to discover gaps, duplicated effort and outdated forecasts. The current tooling, adhoc Excel decks, scattered SharePoint folders, and manual status calls, creates friction between the PMO, finance and the executive board. When the quarterly strategy review arrives, you lack a reliable evidence pack, forcing you to guess which initiatives truly deliver value.

Missing or inconsistent data means senior leaders question your credibility, and any mis-alignment triggers costly re-prioritisation after resources have already been committed. The risk is not just wasted budget, but also personal reputation damage as decision-making appears reactive rather than data-driven.

What you walk away with

Generate a single, up-to-date portfolio dashboard in under two hours each month.
Prioritise projects using a transparent, data-driven scoring model.
Produce audit-ready evidence packs for quarterly strategy reviews.
Communicate portfolio health to executives with a single slide deck.
Reduce manual data consolidation effort by 70 percent.

The 12 modules

Module 1. Mapping the Current Portfolio Landscape

Collect and align all project data sources into a unified view.

Module 2. Defining Decision Criteria

Establish the weighted metrics that drive portfolio scoring.

Module 3. Building the Portfolio Scorecard

Create a live dashboard that visualises scores and trends.

Module 4. Data Quality and Governance

Implement checks to keep data accurate and up-to-date.

Module 5. Running Scenario Analysis

Model alternative allocations and forecast outcomes.

Module 6. Stakeholder Alignment Workshops

Facilitate structured sessions to surface priorities and concerns.

Module 7. Evidence Pack Assembly

Prepare a complete, audit-ready package for senior leadership.

Module 8. Communicating Insights Effectively

Design one-page executive briefs that tell a clear story.

Module 9. Embedding Continuous Review Cadence

Set up recurring rhythms for data refresh and decision updates.

Module 10. Risk and Benefit Tracking

Add a simple register to monitor project risks and realized benefits.

Module 11. Tooling Automation Basics

Leverage low-code scripts to pull data automatically each cycle.

Module 12. Measuring Impact and ROI

Quantify time saved and decision quality improvements post-implementation.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Mapping the Current Portfolio Landscape , exactly the data-gathering nightmare you face when trying to pull status from five separate tools.

Module 5 covers Running Scenario Analysis , precisely the ad-hoc spreadsheet models you build when the CFO asks for alternative allocations.

Module 7 covers Evidence Pack Assembly , the exact step you scramble for before each quarterly strategy review.

What you get with this course

A populated portfolio scorecard template with sample data.
A decision-criteria weighting worksheet.
A data-quality checklist for project inputs.
A scenario-analysis workbook.
A stakeholder workshop agenda and facilitation guide.
An executive briefing slide deck template.
An evidence-pack assembly checklist.
A risk and benefit register with pre-filled examples.
A low-code data-pull script starter.
A post-implementation ROI calculator.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, portfolio scorecard template pre-populated for your environment, decision-criteria worksheet ready.

Week 1: first live scorecard populated with actual project data and a draft executive briefing ready for review.

Month 1: recurring two-hour refresh cadence established, evidence pack consistently delivered to leadership, ROI dashboard live.

Before and after

Before

You currently juggle three separate Excel files, a SharePoint folder full of PDFs, and ad-hoc emails to piece together project status, leaving gaps that surface during quarterly reviews. Manual consolidation takes days, evidence is scattered, and senior leaders receive inconsistent narratives that erode confidence.

After

After the course, you maintain a single live scorecard, a ready-to-share evidence pack, and a recurring two-hour cadence that keeps data fresh. Leadership receives a concise one-page brief each quarter, and you spend minutes, not days, preparing for strategy meetings.

What happens if you do not address this

If you ignore this now, the next strategy cycle will arrive with incomplete data, forcing you to present estimates that senior leaders will reject. The resulting credibility loss could stall your next promotion and expose the firm to budget overruns.

Who it is for

A senior consulting director who leads a portfolio of client-facing projects, spends most of the week reconciling status reports, running governance meetings, and preparing strategic decks. He operates in a fast-moving advisory firm, juggling multiple stakeholder expectations while needing a repeatable analytics framework.

Who this is NOT for. This is not for someone who needs a basic introduction to project management fundamentals.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal scaffolding work.

Why $199 is the right number

A half-day consultant would charge $2-5K to map your portfolio, a generic analytics certification runs $800-2K, and building this yourself costs 60+ hours. At $199 you get a complete, ready-to-use system that delivers immediate ROI.

FAQ

Do I need advanced analytics software to use this course?

No, all templates work in standard spreadsheet tools you already have.

Will the material fit a portfolio that spans multiple regions?

Yes, the scorecard and data model are designed for multi-regional aggregation.

How much time will I need each month after the course?

About two hours for data refresh and one hour for executive brief preparation.

Is the playbook adaptable to my firm’s existing governance process?

The playbook includes a mapping guide to align with any governance framework you use.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.