A tailored course, built for your situation
Executive visibility on Partner Performance work that previously stayed below the line
A tailored path to mastering DORA with artefacts and narratives that elevate your role in Macquarie's performance ecosystem
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
High-impact work goes unseen by decision-makers
The situation this course is for
Performance management functions often operate in execution mode, producing robust outputs that never reach leadership forums. Quality work stays in reports, not board pre-reads.
Who this is for
Senior compliance or performance manager in a regulated financial institution, managing third-party or partner risk with growing regulatory complexity
Who this is not for
Individuals seeking entry-level certification prep, or those outside financial services with no DORA or MiFID II exposure
What you walk away with
- Create regulator-ready DORA documentation that doubles as executive briefing material
- Position Partner Performance as a strategic function, not just an operational one
- Design progress markers that automatically surface to leadership dashboards
- Develop cross-functional storytelling templates to use in governance meetings
- Anchor performance metrics in DORA compliance cycles to drive visibility
The 12 modules (with all 144 chapters)
Module 1. Mapping DORA requirements to Partner Performance workflows
Align existing processes with DORA Articles 4-9, focusing on documentation, testing, and reporting obligations.
12 chapters in this module
- DORA scope for third-party arrangements
- Partner tiering under regulatory scrutiny
- Evidence collection cadence
- Performance thresholds and breaches
- Internal audit alignment
- Regulatory reporting timelines
- Documentation hierarchy
- Mapping existing controls
- Gap analysis by tier
- Risk escalation thresholds
- Compliance ownership matrix
- Workflow integration points
Module 2. Building executive-facing performance summaries
Transform operational data into concise, narrative-driven updates for senior stakeholders.
12 chapters in this module
- Audience analysis for leadership
- One-page summary structure
- Key metric selection
- Trend commentary framework
- Risk spotlight placement
- Compliance status indicators
- Benchmarking references
- Escalation justification
- Visual consistency standards
- Update frequency planning
- Feedback integration
- Archiving and retrieval
Module 3. Linking Partner Performance to resilience testing
Integrate partner reviews into annual resilience cycles with clear test objectives.
12 chapters in this module
- Test planning alignment
- Scenario selection criteria
- Partner involvement levels
- Failure response protocols
- Post-test review structure
- Documentation requirements
- Findings tracking system
- Remediation timelines
- Stakeholder communication plan
- Regulator information package
- Lessons learned integration
- Annual cycle synchronization
Module 4. Creating reusable compliance artefacts
Develop templates and checklists that compound efficiency across cycles.
12 chapters in this module
- Standard operating procedure format
- Checklist design principles
- Version control method
- Approval workflow setup
- Integration with service agreements
- Automated reminder system
- Audit trail requirements
- Cross-functional access rules
- Storage and retention
- Search and retrieval
- Training integration
- Update triggers
Module 5. Narrative development for regulatory engagement
Craft compelling, evidence-backed stories that anticipate reviewer questions.
12 chapters in this module
- Regulator mindset analysis
- Common follow-up themes
- Pre-emptive clarification
- Evidence tagging strategy
- Timeline construction
- Risk characterisation language
- Control effectiveness claims
- Peer benchmark references
- Lessons from past audits
- Gaps with mitigation plans
- Stakeholder alignment proof
- Forward-looking statements
Module 6. Designing visibility triggers for leadership
Build automated and manual signals that surface work to decision-makers.
12 chapters in this module
- Threshold-based alerts
- Milestone completion notices
- Risk rating changes
- Executive summary distribution
- Dashboard integration points
- Meeting agenda inclusion
- Quarterly briefing rhythm
- Ad hoc escalation paths
- Stakeholder feedback loop
- Visibility success metrics
- Adjustment protocol
- Archive and reference system
Module 7. Stakeholder communication planning
Define who needs what information, when, and in what form.
12 chapters in this module
- Stakeholder mapping
- Information needs analysis
- Channel selection
- Frequency definition
- Escalation path design
- Feedback mechanisms
- Role-specific summaries
- Confidentiality levels
- Version control
- Access management
- Change notification
- Audit readiness
Module 8. Integrating DORA with MiFID II obligations
Align dual regulatory requirements without duplication.
12 chapters in this module
- Overlap identification
- Single source of truth setup
- Control mapping method
- Reporting alignment
- Audit planning integration
- Training consolidation
- Policy alignment
- Cross-functional ownership
- Gap remediation tracking
- Regulator interaction strategy
- Documentation efficiency
- Cycle alignment
Module 9. Developing a repeatable audit preparation process
Create a sustainable system for audit readiness that reduces last-minute effort.
12 chapters in this module
- Audit calendar integration
- Evidence collection schedule
- Internal mock audit
- Findings tracking
- Stakeholder alignment
- Documentation package
- Q&A preparation
- Regulator communication
- Post-audit review
- Improvement backlog
- Knowledge retention
- Process automation
Module 10. Building a defensible control environment
Strengthen control design with traceability and rationale.
12 chapters in this module
- Control purpose statements
- Design criteria
- Implementation evidence
- Testing methodology
- Effectiveness metrics
- Rationale documentation
- Change management
- Exception handling
- Ownership clarity
- Review frequency
- Integration with risk register
- Audit trail
Module 11. Creating a sustainable training and onboarding program
Ensure continuity through structured knowledge transfer.
12 chapters in this module
- Role-based curriculum
- Onboarding integration
- Refresher cycle
- Performance support
- Assessment method
- Feedback loop
- Version control
- Access management
- Delivery mode selection
- Content update triggers
- Success metrics
- Stakeholder reporting
Module 12. Long-term evolution of the Partner Performance function
Plan for increasing scope, visibility, and strategic input.
12 chapters in this module
- Function maturity model
- Strategic goal setting
- Capability roadmap
- Resource planning
- Stakeholder expansion
- Technology integration
- Benchmarking targets
- Innovation pipeline
- Success measurement
- Risk horizon scanning
- Regulatory change adaptation
- Leadership engagement strategy
How this maps to your situation
- Partner onboarding with DORA alignment
- Annual resilience testing cycle
- Regulator information request
- Executive visibility initiative
Before vs. after
Before
Partner Performance work is thorough but operates below executive line of sight, with limited narrative shaping or visibility triggers.
After
Partner Performance is a visible, strategic function, producing artefacts that naturally surface to leadership and strengthen regulatory positioning.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per week over 12 weeks, with flexible pacing and lifetime access.
If nothing changes
Continued invisibility of high-quality work may limit career progression and reduce influence during strategic decision-making.
How this compares to the alternatives
Generic DORA courses focus on compliance checklists. This course focuses on elevating your visibility and strategic impact using DORA as a lever , not just meeting standards, but shaping how they're perceived.
Frequently asked
How is this different from a standard DORA compliance course?
It’s built for practitioners who already meet requirements but want to elevate the visibility and strategic weight of their work.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I receive templates I can use immediately?
Yes , every module includes practical, downloadable templates tailored to financial services and DORA requirements.
$199 one-time. Approximately 3 hours per week over 12 weeks, with flexible pacing and lifetime access..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours