Description

A focused course, tailored for you

The Delivery Director's Course on Automating Project Intake When the backlog explodes

Turn chaotic request queues into a repeatable, data-driven intake pipeline that frees your team to deliver on time, every time.

Stop spending countless Friday evenings reconciling duplicate intake sheets while the quarterly audit deadline looms.

$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

Your services team is drowning in ad-hoc email requests, spreadsheet trails, and duplicated effort as each new project is manually logged. The lack of a single source of truth forces senior managers to chase status updates, while finance struggles to reconcile billable hours against budget forecasts. Every missed SLA risks client churn and erodes your credibility with the executive board.

Competing priorities mean the intake owner toggles between CRM, time-tracking tools, and a shared drive, creating version conflicts and audit gaps. When the quarterly audit arrives, the evidence pack is a collage of PDFs, screenshots, and handwritten notes that fails to satisfy compliance reviewers. The resulting remediation consumes weeks of senior staff time that could have been spent on revenue-generating work.

What you walk away with

Define a standardized intake form that captures all required data fields.
Build an automated workflow that routes requests to the right resource pool.
Generate a live dashboard of pipeline health and forecasted billable hours.
Produce an audit-ready evidence pack with one-click export.
Reduce manual data entry time by at least 40% within the first month.

The 12 modules

Module 1. Mapping the Current Intake Landscape

Identify every touchpoint where new work enters the organization.

Module 2. Designing a Unified Intake Form

Create a single form that captures all client and project data needed for downstream processes.

Module 3. Configuring the Automation Engine

Set up rule-based routing to automatically assign requests to the appropriate team.

Module 4. Integrating Time-Tracking and Billing Systems

Link the intake workflow to your time-tracking tool for seamless cost capture.

Module 5. Building the Pipeline Dashboard

Develop a real-time visual of backlog, capacity, and forecasted revenue.

Module 6. Establishing SLA Metrics and Alerts

Define service level thresholds and configure automated notifications.

Module 7. Creating an Audit-Ready Evidence Pack

Generate a packaged set of documents that satisfies quarterly audit requirements.

Module 8. Running a Pilot and Gathering Feedback

Execute a controlled rollout and iterate based on stakeholder input.

Module 9. Scaling the Workflow Across Service Lines

Adapt the automation to multiple practice areas without re-engineering.

Module 10. Embedding Continuous Improvement Loops

Set up regular reviews to refine forms, rules, and reporting.

Module 11. Communicating Value to Leadership

Craft executive-friendly narratives that translate metrics into business impact.

Module 12. Sustaining the Automation Over Time

Establish governance, documentation, and ownership for long-term success.

How this addresses your situation

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

Module 1 covers Mapping the Current Intake Landscape , exactly the chaos you face when requests arrive via email, spreadsheets, and a ticketing portal.

Module 4 covers Integrating Time-Tracking and Billing Systems , exactly the mis-alignment you encounter when billable hours never match the original request data.

Module 7 covers Creating an Audit-Ready Evidence Pack , exactly the scramble you endure before the audit committee asks for a single source of truth.

What you get with this course

A pre-filled intake form template with field definitions.
A rule-based routing matrix for request assignment.
A configurable automation playbook with step-by-step instructions.
A live pipeline dashboard mock-up and data source guide.
An audit evidence pack checklist and export script.
A SLA metric definition sheet and alert configuration guide.
A pilot rollout plan with feedback survey template.
A governance RACI table for ongoing ownership.
A communication deck template for executive updates.
A continuous improvement log worksheet.
A resource inventory register for integration points.
A final implementation roadmap slide.

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

Day 1: tailored playbook in hand, intake form template pre-filled for your environment, routing matrix ready to import.

Week 1: first live pipeline dashboard populated with real data and an audit evidence pack draft completed.

Month 1: recurring intake cadence operating with automated routing, SLA alerts active, and executive-ready reporting established.

Before and after

Before

Your intake process lives in scattered emails, a shared spreadsheet, and a legacy ticketing system. Evidence for audits is assembled from PDF screenshots and manual notes, causing version conflicts. When leadership asks for a pipeline forecast, you spend days consolidating data, and the team loses time re-entering the same request across multiple tools.

After

All new work flows through a single, web-based intake form that automatically routes to the right team. A live dashboard shows real-time backlog, capacity, and billable forecasts. The audit evidence pack is generated with one click, and you can present clear, data-driven updates to the CFO and board each month.

What happens if you do not address this

If you ignore this, the next quarterly audit will require you to pull together fragmented evidence, delaying approvals and risking a remediation plan. Your leadership will see continued missed SLA metrics, leading to questions about your ability to scale services. The backlog will keep growing, eroding profitability and jeopardizing upcoming client renewals.

Who it is for

A Delivery Director who runs a professional services practice, spends most of the day coordinating project kick-offs, aligning capacity with demand, and reporting to the CFO. They juggle multiple tooling interfaces and need a repeatable process to capture, prioritize, and track new work without building custom code.

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

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 30-45 hours of internal scaffolding work.

Why $199 is the right number

A half-day consultant would charge $2-5K to map your intake process, a generic compliance course runs $800-2K, and building the workflow yourself can consume 60+ hours. At $199 you get a complete, ready-to-use solution with tangible artefacts and a custom playbook.

FAQ

Do I need prior experience with automation platforms?

No, the course walks you through configuration steps using a generic low-code engine.

Will this work with my existing ERP and CRM tools?

The modules show how to connect via standard APIs and import/export files.

How much time do I need to dedicate each week?

About 3-4 hours of focused work will let you complete the curriculum in a week.

What support is available if I get stuck?

You get access to a community forum and a weekly Q&A live session for the duration of the course.

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.