Helping financial services organisations regain confidence in portfolio delivery through assurance, governance and PMO leadership.

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The Challenges We Help to Solve

Portfolio Growth Is Outpacing Control: Projects are multiplying faster than governance can keep up.
Leaders Don’t Fully Trust the Reporting: Important decisions are being made with incomplete visibility.
Change Investment Isn’t Delivering Expected Outcomes: The portfolio is active, but value isn’t flowing through.
PMO Capability Needs To Mature: The organisation needs stronger governance, assurance and delivery leadership

Services

Assurance & Governance: Independent reviews, assurance assessments and governance expertise designed to increase confidence in delivery, reporting and investment decisions.

Whether you’re preparing for a major investment decision, strengthening governance, or seeking an independent view of delivery performance, assurance provides the clarity leaders need to act with confidence.

Typical engagements include:

• Board Confidence Programme
• Portfolio Assurance
• Investment Case Assurance
• Regulatory Readiness & Compliance Assurance

Learn more about my assurance services and how they’ve been used in banking, insurance and fintech businesses by clicking here.

PMO Design & Improvement: Helping organisations build PMOs that provide visibility, control and confidence across their change portfolios.

Whether creating a PMO from the ground up or evolving an existing function, the focus is on designing practical governance, reporting and assurance capabilities that support strategic delivery.

Typical engagements include:

• PMO Maturity Improvement
• PMO Roadmap Build-Out
• Strategic Delivery PMO Design
• Capability Build & Transfer

Portfolio Optimisation: Helping leadership teams ensure that change investment remains aligned to strategy and focused on delivering measurable outcomes.

As portfolios grow, complexity increases and priorities compete for attention. Portfolio optimisation helps organisations focus resources on the initiatives that matter most and recover value from underperforming investments.

Typical engagements include:

• Strategic Portfolio Assessment
• Strategic Alignment Accelerator
• Portfolio Turnaround Service
• Portfolio Prioritisation Reviews

Executive Leadership: Experienced PMO and transformation leadership when additional capability, continuity or executive oversight is required.

Not every organisation needs a permanent PMO Director or Head of Change. Fractional and interim leadership provides access to experienced governance and delivery expertise precisely when it is needed.

Typical engagements include:

• Fractional PMO Director
• Interim PMO Leadership
• Advisory Director
• Leadership Continuity Support

Recovery & Crisis Support: Helping organisations stabilise projects, programmes and portfolios when delivery confidence has been lost or critical outcomes are under threat

Why Organisations Work With Me

• 20+ years in PMO, governance and assurance
• Banking, insurance, fintech and government experience
• APM Fellow
• PMI PMO Awards Judge
• Author of Amazon #1 bestseller Becoming the Project Manager
• Built PMOs and assurance functions inside major insurers