Description

A focused course, tailored for you

Strategy-Tech Consultancy Delivery Director's Portfolio-Defence Playbook

How a Delivery Director at a strategy-tech consultancy defends a portfolio in the second cycle after first-ever layoffs.

When a strategy-tech consultancy runs second-cycle workforce reviews after first-ever layoffs, Delivery Director portfolios get reviewed twice as carefully.

$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

Strategy-tech consultancies that ran first-ever layoffs typically run a second cycle 12 to 18 months later. Delivery Directors who continue running 'portfolios of engagements' without published defensibility narratives are read by the second-cycle deck as cost. Directors with a documented portfolio-defence narrative read as the leadership the firm protects.

The Directors who survive own a defensible-portfolio narrative with measurable margin and outcomes, a capture pipeline brief the BD director adopts, and a quarterly portfolio-state artefact the practice principal forwards.

The course covers the three artefacts and the 90-day path to portfolio-defence framing. Plus a hand-built implementation playbook against your real portfolio.

What you walk away with

A defensible-portfolio narrative with measurable margin and outcomes.
A capture pipeline brief the BD director adopts.
A quarterly portfolio-state artefact the practice principal forwards.
A clean translation from generic Delivery Director to portfolio-defence leader.
A defensible answer when the second-cycle review asks why the portfolio survives.
A 90-day plan to land the framing.

The 12 modules

Module 1. Reading the second-cycle dynamic

First-ever layoffs at strategy-tech consultancies typically trigger second-cycle reviews 12 to 18 months later. The diagnostic for second-cycle Delivery Director scope specifically. What second-cycle measures that first-cycle missed.

Module 2. Generic Delivery Director vs portfolio-defence leader

Two structurally different framings of the same Director seat. Generic Director reads as cost; portfolio-defence reads as the leadership the firm needs to protect through the cycle. The three artefacts that mark the shift.

Module 3. Your defensible-portfolio narrative

Construct the narrative with measurable margin and outcomes. Margin defence, account-expansion pipeline, retention rate, talent-investment outcomes. The document the practice principal opens first in second-cycle reviews.

Module 4. Capture pipeline brief

Capture pipeline brief that documents pipeline value, conversion probability, and your role in capture. The artefact the BD director adopts as the standard for portfolio defence.

Module 5. Quarterly portfolio-state artefact for the practice principal

Format, cadence, content. Three worked examples for strategy-tech consulting portfolios in second-cycle review.

Module 6. Working with finance and FP&A

Director portfolio defence engages finance and FP&A directly. The conversations that put your portfolio in the protected column.

Module 7. Cross-portfolio leverage

Reusable Director practices that strengthen defensibility across multiple portfolios.

Module 8. Client-relationship retention through the cycle

Clients notice second-cycle reviews. The conversations that retain client confidence.

Module 9. Talent retention through the cycle

Talent on your portfolio asks where the firm is going. The patterns that retain key delivery talent through structural change.

Module 10. Scope statement: Director vs Senior Director / Principal

Two overlapping seats. The scope statement that puts you in the senior track defensibly.

Module 11. Promotion mechanics inside strategy-tech consultancies

Internal path. The promotion artefact.

Module 12. Your 90-day move to portfolio-defence framing

Day-by-day plan.

How this addresses your situation

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

Modules 1 and 2 cover the diagnostic.

Modules 3 to 5 produce the three artefacts.

Modules 6 to 9 cover finance partnership, cross-portfolio leverage, client retention, and talent retention.

Modules 10 to 12 cover scope, promotion, and 90-day execution.

What you get with this course

The 12-module course delivered as text plus downloadable templates.
Templates for the portfolio narrative, the capture pipeline brief, and the quarterly artefact.
A hand-built implementation playbook generated for your specific portfolio.
Three worked examples of the quarterly artefact.
Scripted talking points for the principal conversation.

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

Day 1: Portfolio narrative scaffold drafted.

Week 1: Narrative v1 written; capture brief v1 drafted.

Month 1: Quarterly artefact landing with principal; Senior Director conversation scheduled.

Before and after

Before

You run a Director portfolio. Engagements deliver. The second-cycle review is being discussed.

After

Your portfolio narrative is framed as defensible. The capture pipeline brief is in BD leadership's hand. The quarterly artefact lands with the principal. The Senior Director conversation is scheduled.

What happens if you do not address this

Second-cycle reviews redistribute Director portfolios within 12 to 18 months of the first cycle.

Who it is for

For Delivery Directors, Engagement Directors, and senior client partners at strategy-tech consultancies that have run first-ever layoffs.

Who this is NOT for. Engagement Managers below director level. Directors at the Big4 (different operating model). Directors at firms with no recent first-cycle layoffs.

How it arrives

Text-based course via LMS, plus downloadable templates and the hand-built implementation playbook.

Time investment. Roughly 12 hours of reading and 15 to 20 hours producing your real artefacts.

Why $199 is the right number

Internal Director training is general. External consulting career content covers framing. A senior Principal mentor would cover maybe four of these 12 modules informally. $199 buys the focused playbook plus the implementation document for your real portfolio.

FAQ

Will the principal actually forward my quarterly artefact?

Module 5 is built around the format principals forward.

What if my portfolio has only two engagements?

Module 3 covers small-portfolio defensibility.

Why pay for this instead of reading free consulting content?

Free content covers framing.

Is Senior Director actually open?

Module 11 covers that diagnostic.

What is in the implementation playbook for me specifically?

A draft portfolio narrative; a draft capture pipeline brief; a 90-day plan with conversations against your principal.

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.