Investment Proposals development through engagement with our clients’ business stakeholders to write ideas summaries of initiative ‘knowns’ and with meaningful high-level initial information for portfolio inclusion consideration at the first viability gate check.  In preparation for annual investment portfolio selection processes, we have developed multiples of these ‘in bulk’ for clients, ensuring that overall consistency of content granularity and quality is maintained across each.

Annual Investment Portfolio Selection is a service to help our clients choose the ‘right’ projects and programs through facilitation of triage and prioritisation. We also help to determine BAU initiatives that are possibly flying under the radar and how to bring them into portfolio scope, if required.

Portfolio Delivery Planning service with budgets and resource estimating, ensuring that both are adequate to deliver. We also ensure that the portfolio is appropriately sequenced so that business impacts are reduced, and interdependent projects are providing each other what they need and at the right time.

Pipeline and Budget Management as portfolios are rarely fixed over the long term.  When new ideas and initiatives present themselves along with way, we help clients introduce (or reject) them through good governance processes. Most importantly, clients have a clear view of their forward investment pipeline and budget to avoid any surprises.

Portfolio Performance Monitoring of portfolios against metrics so that clients derive optimal value from the investment in change and the identified benefits are tracked to achievement.

Our clients rely on our in-house program and project management expertise. Our team members are competent in both traditional and agile delivery approaches to projects and bring many years’ experience in a range of industries and delivered solutions.

We offer outsourced delivery under either a consumption model or fixed-work packaging of specific stages.

Outsourced Stage Delivery (flat fee offerings) include Initiation Stage Management, Definition Stage Management and Closure Stage Management:

• Initiation Stage Management where outputs provide just enough analysis to give confidence to decision-makers that the program / project should undergo Definition Stage.
• Definition Stage Management where we manage full exploration for detailed planning including a final Plan and Business Case for agile or traditional delivery.
• Closure Stage Management where we ensure orderly closure follows successful transition to operations, support and business areas. Lessons are captured from key stakeholders for the project / program closure report and project information is archived for future reference.

Execution Stage Management including application of strong stakeholder engagement, vendor management and rigorous control to keep initiatives on track or to rescue and recover from earlier tolerance breaches.

A popular service for our clients is the provision of program and project support and coordination for agreed monthly services and priced on consumption against a monthly fixed fee.  True to our principles of scalable and flexible services, this can alter according to demand month by month.

Records and Controls Support Keeping track of everything that transpires and that needs appropriate control and record-keeping can be challenging for our clients’ project and program managers who are often managing multiple initiatives. Our project support services ensure records of meetings, and registers of decisions, risks, issues, actions, deliverables as well as schedules are maintained in an up-to-date status so that information underpinning highlight and status / progress reports is justified and defendable.  In turn this provides governance bodies and stakeholders a high level of confidence in the currency and accuracy of information reported.

Coordinator Services involve a higher level of service through facilitation of team workshops (e.g.  risks identification, stakeholder analysis and product/deliverable based planning), establishing and monitoring information repositories, maintaining schedules, budgets / costs, drafting status reports, preparing governance body meeting packs and performing peer reviews of documentation. Coordinator functions also monitor adherence with our clients’ processes, frameworks, standards, methods, and tools so that new independent contractors are not tempted to deviate from our clients’ standards and bring their own practice toolkit into action.