I will review your project portfolio for executive decisions

United States

I speak English

Executive Portfolio Advisor

I’m Tatia Jefferson, Founder and Principal Advisor of PortfolioOps. I bring 25+ years of enterprise portfolio leadership across financial services, healthcare, and technology, including oversight of $...
About this Gig

When portfolio reporting exists but leadership still struggles to see the right priorities, risks, constraints, or decisions, more status reporting is rarely the answer.


The Executive Portfolio Review provides an experienced, independent perspective on your current project or transformation portfolio.


This service includes:

Review of your submitted portfolio materials

One 60-minute executive consultation

Evaluation of portfolio visibility, priorities, governance, capacity, risk, delivery, and decision needs

A concise Executive Findings Brief with key observations and prioritized recommendations

One revision for factual corrections or clarification


This service is designed for CIOs, transformation and strategy leaders, PMO/EPMO leaders, and executives responsible for complex portfolios.


Before the consultation, you will submit relevant portfolio information and identify the decisions or concerns requiring attention. The review focuses on what leadership should see, discuss, or address next.

This is an executive advisory review-not project management, implementation support, a detailed financial audit, or recovery of an individual troubled project.

Expertise:

General digital strategy

Industry:

Financial services

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Medical & pharmaceutical

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Software