Description

A focused course, tailored for you

The Executive Assistant's Course on Prioritizing Projects When Leadership Demands Real-Time Portfolio Insight

Turn chaotic project requests into a data-driven decision framework that keeps your boss confident and your schedule under control.

Stop spending every Monday rebuilding the same project intake spreadsheet while senior leaders scramble for a clear portfolio view.

$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

Every week you juggle dozens of ad-hoc project proposals, scattered spreadsheets, and last-minute briefing decks while senior leaders scramble for a clear view of priorities. The tools you use, email threads, shared drives, and manual PowerPoint updates, don’t talk to each other, forcing you to re-compile the same data repeatedly. When the quarterly review arrives, missing metrics or duplicated effort can delay approvals and expose you to criticism for lack of visibility.

Your current process relies on informal check-ins and gut-feel rankings, which leaves the team vulnerable to misaligned investments and puts the executive office at risk of strategic drift. The stakes are high: a mis-prioritized initiative can waste budget, erode stakeholder trust, and jeopardize your reputation as the reliable gatekeeper of executive time.

What you walk away with

Create a single portfolio dashboard that updates automatically with project status.
Apply a scoring model to rank new initiatives against strategic criteria.
Produce a concise executive briefing that highlights risks, ROI, and resource gaps.
Facilitate a decision-making meeting that ends with clear go/no-go actions.
Establish a repeatable intake process that reduces data-gathering time by 50%.

The 12 modules

Module 1. Building a Unified Project Intake Form

Design a single source of truth for all new project requests.

Module 2. Mapping Strategic Criteria to Project Scores

Translate business goals into quantitative weighting factors.

Module 3. Automating Data Consolidation

Set up rules that pull data from spreadsheets and email into a live register.

Module 4. Creating a Portfolio Dashboard

Visualise status, risk, and ROI in a single executive view.

Module 5. Running Decision Workshops

Facilitate structured conversations that drive clear outcomes.

Module 6. Developing Executive Briefing Slides

Craft concise decks that communicate key insights in minutes.

Module 7. Implementing Change-Control for Scope Adjustments

Manage modifications without breaking the scoring model.

Module 8. Establishing a Governance Cadence

Set recurring rhythms for portfolio review and updates.

Module 9. Risk Heat-Mapping and Mitigation Planning

Identify and visualise project risks across the portfolio.

Module 10. Stakeholder Communication Playbook

Standardise updates for sponsors, finance, and operations.

Module 11. Measuring ROI and Resource Utilisation

Track actual outcomes against projected benefits.

Module 12. Continuous Improvement Loop

Iterate the intake and scoring process based on feedback.

How this addresses your situation

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

Module 1 covers Building a Unified Project Intake Form , exactly the chaos you face when requests arrive in scattered emails and separate files.

Module 4 covers Creating a Portfolio Dashboard , that is the missing visual you need when the executive board asks for a real-time status snapshot.

Module 5 covers Running Decision Workshops , precisely the friction you encounter when meetings devolve into endless debate without a clear scoring framework.

What you get with this course

A pre-populated project intake template.
A weighted scoring matrix with example criteria.
An automated data-consolidation guide.
A portfolio dashboard layout ready for customization.
A decision-workshop facilitation checklist.
Executive briefing slide deck skeleton.
A risk heat-map canvas.
A governance cadence calendar.
Stakeholder communication script.
ROI tracking spreadsheet.
Continuous improvement log.
Access to the community Q&A forum.

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

Day 1: tailored playbook in hand, project intake template pre-populated for your environment, scoring matrix ready to use.

Week 1: first version of the portfolio dashboard live and shared with the senior leadership team.

Month 1: recurring governance cadence established, evidence register fully populated, and executive briefing deck ready for each board meeting.

Before and after

Before

You are pulling project requests from email threads, separate spreadsheets, and informal notes, stitching together a messy deck that often misses key metrics. Evidence lives in multiple folders, reconciliation takes hours, and senior leaders receive inconsistent updates that lead to repeated clarification loops.

After

All project requests flow into a single intake form, feeding an auto-updated dashboard and a ready-to-present briefing deck. Evidence is stored in a central register, governance meetings run on a fixed cadence, and you can confidently discuss portfolio health with leadership.

What happens if you do not address this

If you ignore this, the next quarterly review will arrive with incomplete evidence, forcing you to scramble for data and risk a negative impression from the CFO. Continued ad-hoc processes will erode your credibility and could jeopardize your role as the trusted gatekeeper of executive time.

Who it is for

An Executive Assistant who supports senior leadership in a fast-growing consulting firm, spends most of the day coordinating project intake, synthesising status updates, and preparing board-level decks. She works across multiple calendars, email threads, and shared folders, and needs a repeatable method to turn raw requests into actionable portfolio insights without relying on senior analysts.

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

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 effort.

Why $199 is the right number

A half-day consultant would charge $2-5K for a similar setup, generic compliance courses run $800-2K without the hands-on templates, and building it yourself can consume 60+ hours of ad-hoc work. At $199 you get a proven framework, ready-to-use artefacts, and a custom playbook that delivers ROI in weeks.

FAQ

Do I need a background in data analysis to use this course?

No, the modules walk you through every step with templates you fill in, no coding required.

Will the course work with the tools my team already uses?

Yes, the templates are compatible with common spreadsheet and presentation software.

How long will it take to see a usable portfolio dashboard?

You can have a draft dashboard by the end of Week 1 after completing the first three modules.

Is there support if I get stuck on a specific module?

A community forum and weekly Q&A live session are included for all participants.

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.