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services
PMO infrastructure designed for how your team actually works. Choose your focus or combine for transformation.
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PMO
Quickstart
Fixed-scope PMO transformation in 3 weeks.
Perfect For:
- Operations teams managing 10-20 active projects with zero portfolio visibility
- Mid-market companies (100-500 employees) drowning in spreadsheets and email threads
- Organizations building their first PMO or recovering from a failed previous attempt
- Operations leaders who need executive visibility without hiring a full-time PMO Manager
Investment: Starting at $35,000
Timeline: 3 weeks from kickoff to go-live
💡 Why 3 weeks? Most PMO implementations take 6-12 months and cost $150K+. I deliver VP-level systems in 3 weeks because I've built these frameworks repeatedly across regulated industries under crisis deadlines.
- Mid-market companies (100-500 employees) drowning in spreadsheets and email threads
- Organizations building their first PMO or recovering from a failed previous attempt
- Operations leaders who need executive visibility without hiring a full-time PMO Manager
Investment: Starting at $35,000
Timeline: 3 weeks from kickoff to go-live
💡 Why 3 weeks? Most PMO implementations take 6-12 months and cost $150K+. I deliver VP-level systems in 3 weeks because I've built these frameworks repeatedly across regulated industries under crisis deadlines.
Week 1: Readiness Audit + Gap Analysis
→ Stakeholder interviews to assess current state
→ 3 critical gaps identified (tools, processes, reporting)
→ Executive presentation with findings and 90-day roadmap
→ 3 critical gaps identified (tools, processes, reporting)
→ Executive presentation with findings and 90-day roadmap
Week 2: Executive Dashboards Built
→ Custom portfolio dashboards deployed in YOUR existing platform
→ Real-time portfolio visibility (no more manual spreadsheets)
→ Automated KPI tracking and intake workflow configured
→ Real-time portfolio visibility (no more manual spreadsheets)
→ Automated KPI tracking and intake workflow configured
Week 3: Team Training + Full Handoff
→ 2 live training sessions including AI safety for regulated industries (all recorded for future hires)
→ Complete PMO playbook and job aids delivered
→ 30-day support begins (email, Slack, or calls as needed)
→ Complete PMO playbook and job aids delivered
→ 30-day support begins (email, Slack, or calls as needed)
What You Own Forever
DASHBOARDS & VISIBILITY
✅ Executive portfolio dashboards
✅ Real-time KPI tracking
✅ Automated intake workflow
PROCESSES & GOVERNANCE
✅ PMO playbook (20-30 pages)
✅ Intake form + approval workflow
✅ RAID log templates
TRAINING & ENABLEMENT
✅ Project templates
✅ Job aids (One-pagers for Dashboard, RAID, Status, Escalation, AI Safety)
✅ Recorded training sessions
✅ Executive portfolio dashboards
✅ Real-time KPI tracking
✅ Automated intake workflow
PROCESSES & GOVERNANCE
✅ PMO playbook (20-30 pages)
✅ Intake form + approval workflow
✅ RAID log templates
TRAINING & ENABLEMENT
✅ Project templates
✅ Job aids (One-pagers for Dashboard, RAID, Status, Escalation, AI Safety)
✅ Recorded training sessions
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knowledge
sprint
Training that actually sticks, custom-built for your tools and workflows.
Perfect For:
- Operations teams with tool adoption below 30%
- Companies that invested $20K+ in Smartsheet/Asana but got zero adoption
- Teams losing institutional knowledge every time someone leaves
- Organizations with high PM turnover needing repeatable training systems
Investment: Starting at $45,000
Timeline: 3 weeks + 90 day retention tracking
💡 Why training matters: Most companies spend $20K+ on PM software and $0 on training and then they wonder why adoption is low. This fixes that permanently.
- Companies that invested $20K+ in Smartsheet/Asana but got zero adoption
- Teams losing institutional knowledge every time someone leaves
- Organizations with high PM turnover needing repeatable training systems
Investment: Starting at $45,000
Timeline: 3 weeks + 90 day retention tracking
💡 Why training matters: Most companies spend $20K+ on PM software and $0 on training and then they wonder why adoption is low. This fixes that permanently.
Week 1: Custom Curriculum + Skills Assessment
→ Comprehensive skills gap analysis across your operations team
→ Custom curriculum designed for your specific tools and workflows
→ Clear readiness report with 3 prioritized focus areas
→ Custom curriculum designed for your specific tools and workflows
→ Clear readiness report with 3 prioritized focus areas
Week 2: Live Instructor Training
→ Hands-on training sessions using your actual projects
→ Topics covered: Dashboard mastery, intake workflows, reporting, AI safety for regulated industries
→ Real-time Q&A and scenario-based learning
→ Topics covered: Dashboard mastery, intake workflows, reporting, AI safety for regulated industries
→ Real-time Q&A and scenario-based learning
Week 3: Retention Systems + Coaching
→ Complete knowledge transfer package deployed
→ Job aids and quick-reference guides
→ 90-day retention plan begins
→ 30-day support period (email, Slack, or calls as needed)
→ Job aids and quick-reference guides
→ 90-day retention plan begins
→ 30-day support period (email, Slack, or calls as needed)
What You Own Forever:
TRAINING MATERIALS
✅ Custom training curriculum tailored to YOUR tools and projects
✅ Video library (training sessions)
✅ Skills assessment framework
REFERENCE MATERIALS
✅ Job aids - Full Set (6-8 one-pagers including AI Safety, Meeting Facilitation)
✅ PMO playbook (30-40 pages, more detailed)
✅ Quick-reference guides
✅ Cheat sheets
TEMPLATES & SYSTEMS
✅ Templates (Charter/Brief, Status Update, RAID, Retrospective, Meeting Agenda, Onboarding)
✅ 90-day retention plan
✅ 90-day skills re-assessment
✅ Custom training curriculum tailored to YOUR tools and projects
✅ Video library (training sessions)
✅ Skills assessment framework
REFERENCE MATERIALS
✅ Job aids - Full Set (6-8 one-pagers including AI Safety, Meeting Facilitation)
✅ PMO playbook (30-40 pages, more detailed)
✅ Quick-reference guides
✅ Cheat sheets
TEMPLATES & SYSTEMS
✅ Templates (Charter/Brief, Status Update, RAID, Retrospective, Meeting Agenda, Onboarding)
✅ 90-day retention plan
✅ 90-day skills re-assessment
Not sure which service is right for you?
Take the 5-minute PMO Readiness Assessment.
Get your score + personalized recommendation.
Get your score + personalized recommendation.
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Systems
Builder
Enterprise-grade PMO infrastructure in 6 weeks.
Perfect For:
- Organizations (200-1,000+ employees) managing 10+ projects across multiple departments with no centralized visibility
- Regulated industries (finance, healthcare, government) requiring compliance documentation, audit trails, and approval workflows
- Companies needing integrations across 3+ systems
- Operations leaders managing complex transformations (mergers, system conversions, organizational restructuring)
Investment: Starting at $80,000
Timeline: 6 weeks from kickoff to go-live
💡 Why 6 weeks? Most enterprise PMO buildouts take 9-18 months and cost $300K-500K+ with Big 4 consultants. I deliver in 6 weeks because I've built these systems during crises. When you have regulatory deadlines, you learn to move fast without compromising quality.
- Regulated industries (finance, healthcare, government) requiring compliance documentation, audit trails, and approval workflows
- Companies needing integrations across 3+ systems
- Operations leaders managing complex transformations (mergers, system conversions, organizational restructuring)
Investment: Starting at $80,000
Timeline: 6 weeks from kickoff to go-live
💡 Why 6 weeks? Most enterprise PMO buildouts take 9-18 months and cost $300K-500K+ with Big 4 consultants. I deliver in 6 weeks because I've built these systems during crises. When you have regulatory deadlines, you learn to move fast without compromising quality.
Weeks 1-2: Platform Architecture Deployed
→ Multi-level dashboard system (executive, department, operations views)
→ RAID logs, executive reporting, and approval workflows configured
→ 10+ project templates customized to your common project types
→ Centralized portfolio + RAID log system integrated
→ RAID logs, executive reporting, and approval workflows configured
→ 10+ project templates customized to your common project types
→ Centralized portfolio + RAID log system integrated
Weeks 3-4: Projects Migrated + Workflows Tested
→ 10+ active projects transferred to new system with historical data preserved
→ Team workflows mapped, validated, and optimized for efficiency
→ Integration testing across systems
→ Team workflows mapped, validated, and optimized for efficiency
→ Integration testing across systems
Weeks 5-6: Dashboard Ecosystem + Training
→ Resource management, risk reporting, and capacity planning dashboards deployed
→ 10-15 automation rules configured (notifications, approvals, escalations)
→ Role-specific training delivered to 20+ users (includes AI safety + compliance)
→ Complete governance playbook + compliance documentation
→ 30-day support period (email, Slack, or calls as needed)
→ 10-15 automation rules configured (notifications, approvals, escalations)
→ Role-specific training delivered to 20+ users (includes AI safety + compliance)
→ Complete governance playbook + compliance documentation
→ 30-day support period (email, Slack, or calls as needed)
What You Own Forever:
COMPLETE PORTFOLIO SYSTEM
✅ Executive dashboard ecosystem
✅ Department-level dashboards (customized for your team's needs)
✅ Operations dashboard for daily work management, task tracking, RAIDs
✅ Resource management dashboard
GOVERNANCE & COMPLIANCE
✅ Governance playbook (40-50 pages, enterprise-grade)
✅ Phase-gate templates
✅ Executive reports
✅ Compliance documentation (audit trail, approval history, decision logs)
TEMPLATES & AUTOMATION
✅ 10+ customized project templates
✅ 10-15 automation rules (status reminders, alerts, approvals, escalations)
✅ Integrations for Slack, email, calendar, and other systems as needed
TRAINING & ENABLEMENT
✅ Role-specific user guides
✅ Training sessions (4 sessions, all recorded)
✅ Complete job aids library (8-10 one-pagers for all PMO processes)
✅ Executive dashboard ecosystem
✅ Department-level dashboards (customized for your team's needs)
✅ Operations dashboard for daily work management, task tracking, RAIDs
✅ Resource management dashboard
GOVERNANCE & COMPLIANCE
✅ Governance playbook (40-50 pages, enterprise-grade)
✅ Phase-gate templates
✅ Executive reports
✅ Compliance documentation (audit trail, approval history, decision logs)
TEMPLATES & AUTOMATION
✅ 10+ customized project templates
✅ 10-15 automation rules (status reminders, alerts, approvals, escalations)
✅ Integrations for Slack, email, calendar, and other systems as needed
TRAINING & ENABLEMENT
✅ Role-specific user guides
✅ Training sessions (4 sessions, all recorded)
✅ Complete job aids library (8-10 one-pagers for all PMO processes)
the traditional consulting problem
❌ THEY TAKE 6-12 MONTHS
You need results now, not next year.
→ I deliver in 3-6 weeks.
❌ THEY SEND JUNIOR STAFF
You pay for VP-level advice, get entry-level execution.
→ I do the work personally.
❌ THEY CREATE DEPENDENCY
"Call us when you need updates."
→ You own everything. No ongoing fees.
❌ THEY USE THEIR TEMPLATES
One-size-fits-all frameworks.
→ Built in YOUR tools, YOUR way.
You need results now, not next year.
→ I deliver in 3-6 weeks.
❌ THEY SEND JUNIOR STAFF
You pay for VP-level advice, get entry-level execution.
→ I do the work personally.
❌ THEY CREATE DEPENDENCY
"Call us when you need updates."
→ You own everything. No ongoing fees.
❌ THEY USE THEIR TEMPLATES
One-size-fits-all frameworks.
→ Built in YOUR tools, YOUR way.
You get enterprise-grade systems at mid-market speed and price.
ready to
get started?
Choose your path:
TAKE THE PMO READINESS ASSESSMENT
→ Get your maturity score (0-100)
→ See your top 3 gaps
→ Receive personalized service recommendation
Perfect if:
You're not sure what you need yet
(get clarity in 5 minutes)
→ Get your maturity score (0-100)
→ See your top 3 gaps
→ Receive personalized service recommendation
Perfect if:
You're not sure what you need yet
(get clarity in 5 minutes)
BOOK A 30-MINUTE DISCOVERY CALL
→ Discuss your specific situation
→ Understand which service fits
→ Leave with a clear next step
Perfect if:
Your problems are urgent
and you want to discuss solutions
→ Discuss your specific situation
→ Understand which service fits
→ Leave with a clear next step
Perfect if:
Your problems are urgent
and you want to discuss solutions