A focused course, tailored for you
The Innovation Consultant's Course on Portfolio Governance When Strategic Plans Stall
Turn fragmented innovation ideas into a single, decision-ready portfolio that leadership trusts and funds.
Stop spending every Monday rebuilding the intake spreadsheet while senior leadership still doubts the innovation pipeline's value.
$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 gathering project proposals from dozens of regional teams, only to see them disappear in endless spreadsheet churn. The lack of a unified intake form, a clear scoring rubric, and a shared dashboard means senior leaders cannot see which ideas deliver real business value, and funding committees repeatedly ask for the same justification.
Meanwhile, governance meetings drag on because you have to manually reconcile conflicting roadmaps, re-run the same risk assessments, and chase missing evidence from partners. When a proposal is rejected, you lose credibility and the next round of ideas stalls, jeopardising the innovation pipeline that your firm relies on to stay competitive.
If the situation stays this way, upcoming budget cycles will allocate fewer resources to innovation, and senior executives will question whether the function adds strategic value at all.
What you walk away with
- A single intake form that captures every new idea in a standardized way.
- A scoring matrix that ranks proposals against strategic impact, risk, and resource demand.
- A live portfolio dashboard that updates in real time for leadership reviews.
- A governance playbook that defines roles, decision gates, and escalation paths.
- A ready-to-present executive brief that secures funding for the top-ranked initiatives.
The 12 modules
Module 1. Standardizing Idea Capture
84% of innovation programs fail at the first gate because proposals arrive in inconsistent formats. Imagine the weekly intake meeting where teams scramble to reformat their slides. This module walks you through building a unified intake form that auto-populates key fields. The deliverable is a ready-to-use intake template that eliminates manual rework.
Module 2. Designing the Scoring Matrix
During the mid-week portfolio review you often hear: “How do we compare digital transformation with a new product line?” This session defines a weighted scoring matrix that aligns every idea with strategic pillars, risk appetite, and resource capacity. What you ship from this module: a populated scoring matrix that instantly ranks proposals.
Module 3. Building the Live Dashboard
A senior VP just asked for a real-time view of the innovation pipeline before the quarterly board. Learn to configure a live dashboard that pulls data from the intake form and scoring matrix, visualizing status, dependencies, and ROI forecasts. Output: a live portfolio dashboard ready for the next leadership briefing.
Module 4. Defining Governance Roles
By module end a RACI table sits in your drive, clarifying who owns idea validation, scoring, and funding decisions. This addresses the common confusion when multiple sponsors claim authority over the same initiative. The artefact is a clear governance RACI that prevents overlap and delays.
Module 5. Establishing Decision Gates
When the quarterly steering committee meets, they need a concise gate review that shows which ideas pass or fail. This module creates a gate checklist that captures required approvals, risk mitigations, and budget estimates. What you ship: a gate review checklist that streamlines approvals.
Module 6. Creating the Executive Brief
A CFO asks for a one-page summary of the top three initiatives before the next budget call. Build an executive brief template that translates scores and dashboards into a compelling narrative with financial impact. The deliverable is a polished brief ready to present at the next finance meeting.
Module 7. Aligning with Strategic Themes
Your quarterly strategy session reveals a new focus on AI-enabled services. This module maps each proposal to the updated strategic themes, ensuring relevance and priority alignment. By the end, a theme-alignment register sits in your drive, keeping the portfolio in sync with evolving strategy.
Module 8. Risk Register Integration
In the risk-review workshop you notice that many ideas lack documented risk assessments. Learn to embed a risk register into the intake process, linking each proposal to mitigation plans and contingency budgets. Output: a populated risk register that satisfies compliance and leadership scrutiny.
Module 9. Stakeholder Communication Plan
A sponsor complains they never hear updates until the final gate. This session crafts a communication cadence that delivers concise status snapshots to all stakeholders. What you ship: a stakeholder communication plan that keeps sponsors informed and engaged.
Module 10. Performance Metrics Dashboard
During the post-implementation review you need to prove the value delivered by funded projects. Build a performance metrics dashboard that tracks actual vs. forecasted ROI, time-to-market, and adoption rates. The artefact is a live metrics dashboard that demonstrates impact to the board.
Module 11. Continuous Improvement Loop
At the end of each cycle the team asks how to make the process faster. Design a continuous improvement loop that captures lessons learned, updates scoring criteria, and refines governance checkpoints. The deliverable is an improvement roadmap that drives faster decision cycles.
Module 12. Final Portfolio Pack
When the annual innovation summit arrives, leadership expects a complete, decision-ready portfolio. Assemble all artefacts, intake form, scoring matrix, dashboards, governance docs, into a single portfolio pack. Output: a comprehensive portfolio pack ready for executive sign-off.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Module 1 covers Standardizing Idea Capture , exactly the chaos you face when teams send you PDFs, slides, and email notes for each new concept.
Module 4 covers Defining Governance Roles , precisely the overlap you encounter when multiple sponsors claim ownership of the same initiative.
Module 7 covers Aligning with Strategic Themes , the exact misalignment that shows up when the quarterly strategy shifts toward AI-enabled services.
Module 10 covers Performance Metrics Dashboard , the exact need to prove ROI when the board asks for concrete results after each funding cycle.
What you get with this course
- A unified idea intake form template.
- A fully populated scoring matrix with weighting guidance.
- A live portfolio dashboard mock-up.
- A governance RACI table.
- A decision-gate checklist.
- An executive brief one-pager template.
- A strategic theme alignment register.
- A risk register integrated with intake.
- A stakeholder communication cadence guide.
- A performance metrics dashboard layout.
- A continuous improvement roadmap worksheet.
- A complete portfolio pack ready for board review.
What you will have in hand by Day 1, Week 1, Month 1
Day 1: tailored playbook in hand, intake form template pre-populated for your environment, scoring matrix ready for first use.
Week 1: live portfolio dashboard populated with initial project data and shared with the steering committee.
Month 1: recurring governance cadence established, portfolio pack presented to senior leadership with real-time metrics.
Before and after
Before
Your current process relies on scattered Word docs, email threads, and ad-hoc spreadsheets that never sync. Evidence lives in individual team folders, making it impossible to produce a single view for leadership. Governance meetings stretch for hours because each sponsor must explain their own format, and audit checks routinely flag missing risk assessments.
After
After the course you have a single intake form, a live dashboard, and a governance playbook that runs on a weekly cadence. All evidence is stored in a shared repository, with risk, score, and status updated automatically. You can walk into any senior leadership meeting with a complete portfolio pack that demonstrates clear ROI and compliance.
What happens if you do not address this
If you ignore this, the next budget cycle will allocate even fewer resources to innovation, and leadership will question the function’s relevance. The quarterly steering committee will continue to stall, and you risk being sidelined in upcoming strategic initiatives.
Who it is for
An international innovation consultant who designs and runs cross-border capability programs, spends most of the week aligning business units, facilitating portfolio workshops, and translating strategic intent into concrete project pipelines.
Who this is NOT for. This is not for someone who needs a basic introduction to innovation terminology rather than an operating method.
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 to design the same portfolio framework typically costs $3,000-$5,000, generic innovation certifications run $1,200-$2,000, and building the artefacts yourself can consume 60+ hours of work. At $199 you get a complete, ready-to-use solution with a custom playbook.
FAQ
Do I need prior experience with portfolio tools?
No, the course walks you through each artefact step-by-step, even if you start from a blank spreadsheet.
Can the templates be adapted to my industry’s terminology?
Yes, each template includes placeholder fields you can rename to match your organization’s language.
What if I need to align with an existing governance framework?
The modules show how to map our artefacts onto any framework you already use.
How long will I have access to the materials?
Lifetime access is included, so you can revisit any module whenever you need.
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.
