Description

A focused course, tailored for you

The Coach's Course on Portfolio Decision Intelligence When Project Overload Threatens Influence

Turn chaotic project data into clear, actionable insights so you can guide senior leaders without fearing role uncertainty.

Stop rebuilding the same portfolio spreadsheet every month while senior leaders keep demanding a single source of truth.

$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 juggling spreadsheets, email threads, and ad-hoc dashboards to prove which initiatives deserve funding. The data lives in separate files, updates are manual, and senior stakeholders keep asking for a single source of truth. When a quarterly review arrives, you scramble to assemble evidence, and any gap feels like a direct threat to your credibility and continued engagement.

Your current process forces you to toggle between meeting prep, data cleaning, and last-minute narrative building. The lack of a repeatable analytics routine means you cannot surface the ROI of portfolio choices, and leadership questions your impact, putting your coaching contracts at risk.

If the next governance cycle comes without a consolidated view, you risk being sidelined as the organization turns to external consultants or internal analysts, leaving you without the strategic foothold you need to sustain your role.

What you walk away with

Produce a single portfolio dashboard that updates automatically each week.
Prioritize projects using a transparent scoring model that senior leaders trust.
Generate a decision brief that reduces briefing time by 50 percent.
Show measurable impact of coaching interventions on project outcomes.
Maintain a reusable evidence pack for quarterly governance reviews.

The 12 modules

Module 1. Mapping Portfolio Data Sources

Identify and consolidate the disparate project data feeds you currently manage.

Module 2. Building a Unified Data Model

Create a single schema that aligns initiatives, milestones, and outcomes.

Module 3. Designing an Impact Scorecard

Define the metrics that reflect coaching influence on project success.

Module 4. Automating Data Refresh

Set up scheduled pulls so the dashboard stays current without manual effort.

Module 5. Visualizing Portfolio Health

Develop a clear visual layout that highlights risks, returns, and resource balance.

Module 6. Scenario Planning and Trade-offs

Build what-if analyses to compare alternative investment mixes.

Module 7. Crafting Decision Briefs

Turn raw analytics into concise narratives for board-level discussions.

Module 8. Stakeholder Alignment Workshops

Facilitate data-driven conversations that surface priorities and gain buy-in.

Module 9. Evidence Pack Assembly

Collect the artifacts required for quarterly governance audits.

Module 10. Maintaining a Living Dashboard

Establish governance rhythms to keep the tool accurate over time.

Module 11. Measuring Coaching ROI

Link coaching activities to project performance improvements.

Module 12. Scaling the Methodology

Adapt the playbook for future portfolios and new business units.

How this addresses your situation

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

Module 1 covers Mapping Portfolio Data Sources , exactly the chaos you face when project updates arrive in scattered emails and shared drives.

Module 5 covers Visualizing Portfolio Health , precisely the gap you hit when executives ask for a clear health view but you only have raw tables.

Module 9 covers Evidence Pack Assembly , the exact step you need when quarterly governance asks for a complete audit trail and you have nothing consolidated.

What you get with this course

A populated portfolio data map with sample project entries.
A unified data model template pre-filled with common fields.
An impact scorecard worksheet with coaching KPI placeholders.
A refresh automation guide for scheduled data pulls.
A ready-to-use portfolio health dashboard layout.
Scenario planning workbook with built-in trade-off calculators.
Decision brief template with executive summary sections.
Stakeholder alignment workshop agenda and slide deck.
Governance evidence pack checklist.
Living dashboard maintenance playbook.
Coaching ROI measurement framework.
Scaling guide for multi-unit rollouts.

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

Day 1: tailored playbook in hand, portfolio data map template pre-populated for your environment, intake form ready for the next request.

Week 1: first version of your impact scorecard dashboard live and shared with the finance lead.

Month 1: recurring governance reporting cycle running from the new dashboard with zero manual reconciliation.

Before and after

Before

Your portfolio evidence lives in separate Excel files, email attachments, and PowerPoint slides. Updating the dashboard requires manual copy-paste, and any audit request uncovers missing links, forcing you to scramble for data. Leadership meetings become a showcase of effort rather than insight, and you spend days each quarter just assembling the pack.

After

All project data lives in a single, automatically refreshed dashboard. You deliver a concise decision brief each review, backed by a ready-made evidence pack. Stakeholders see clear, data-driven recommendations, and you spend minutes preparing instead of hours, freeing you to focus on coaching impact.

What happens if you do not address this

If you ignore this, the next governance cycle will expose missing data, forcing you to explain delays to the CFO. Your coaching contracts may be reassigned to a data-focused analyst, and the credibility you built with senior leaders will erode. The resulting workload will grow, pulling you away from strategic coaching work.

Who it is for

A seasoned executive coach who works directly with C-suite leaders, spends most of the week in workshops and strategy sessions, and must quickly translate project performance data into compelling recommendations without a dedicated analytics team.

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

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 two weeks, saving an estimated 30-40 hours of manual data assembly each quarter.

Why $199 is the right number

A half-day consultant would charge $2,500-$4,000 for the same portfolio analysis, a generic certification costs $1,200-$1,800, and building the system yourself takes 60+ hours. At $199 you get a complete, reusable method and all the artefacts you need, delivering immediate ROI.

FAQ

Do I need a data analyst to use this course?

No, the modules walk you through each step using tools you already have.

Will the templates work with my existing spreadsheet system?

Yes, all artefacts are compatible with standard spreadsheet formats.

How much time will I need each week?

About 2-3 hours of focused work per week during the first month.

Is this relevant if I only coach a few senior leaders?

Absolutely, the methodology scales from a single portfolio to enterprise-wide views.

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.