Portfolio dashboard
Portfolio at a glance.
Live composition of the service portfolio, engagement mix, fee bands and the document registry.
101
Services
9
Practices
4
Formats
18
Solutions
1
Documents
Composition by practice
F · Foresight & Strategic Intelligence6 · 6%
C · Capital Architecture & Investment Advisory10 · 10%
P · Project & Program Excellence9 · 9%
V · Business Vitalization8 · 8%
B · Business Architecture & Corporate Design7 · 7%
G · Grants & Business Planning12 · 12%
A · Strategic Analytics & Diagnostics25 · 25%
BA · Business Analysis12 · 12%
FC · Forecasting & Predictive Intelligence12 · 12%
Composition by engagement format
A · Advisory42 · 42%
Ongoing analytical support on a regular cadence.
D · Diagnostic15 · 15%
A one-off assessment with a verdict and next steps.
S · Strategic20 · 20%
A multi-week project with a designed deliverable.
R · Retainer24 · 24%
Recurring or productised delivery on subscription.
Fee envelope
- Entry fee
- $103
- Top of range
- $42k
- Recurring (monthly)
- 6
- Hourly rate based
- 1
Solutions by track
GRF-1xx · Grant Readiness & Funding4 · 22%
BVZ-2xx · Business Vitalization6 · 33%
MFA-3xx · Strategic Foresight5 · 28%
SCP-4xx · People & Leadership (corporate layer)2 · 11%
MPR-5xx · Protocol Platform1 · 6%
Solutions by role in funnel
Wedge2 · 11%
Core10 · 56%
Expansion6 · 33%
Strategic wedge
For large-cap owners the wedge is Strategic Foresight (plus research and the Protocol platform), not grants or PMO. Best fit: investment companies, private equity and holdings. Grants and PMO fit shipbuilders with IRB/ITB obligations and grant-active engineering and cleantech companies.
Anchor companies
- Aecon
- ATCO
- AtkinsRéalis
- Ballard Power
- Bombardier
- Brookfield (portfolio)
- Brookfield Corporation
- CAE
- Constellation Software
- Davie
- Descartes
- Fairfax Financial
- Finning
- Jim Pattison Group
- Kinaxis
- Lightspeed
- Magna
- NFI Group
- Northland Power
- Onex
- Onex (portfolio)
- OpenText
- Power Corporation
- Seaspan
- Stantec
- Toromont
- WSP
Document registry
| Registry code | Standards, terms of reference and methodology. | Version | Status | |
|---|---|---|---|---|
| TOR-P3M-STD-1.0 | Terms of Reference — Corporate P3M Standard & Methodology v1.0 | v1.0 | In development | Open → |