DON’T WASTE SCARCE RESOURCES ON THE WRONG PROJECTS.

Instead, select and manage a portfolio that contains only the best.

Strategy Deployment and Portfolio Management Services

Synergy partners with clients to design, implement, and improve portfolio management and project governance frameworks that are focused on the specific needs of their business. Synergy also conducts executive briefings on portfolio management concepts and techniques.

RESULTS

  • Projects carry out strategy. They support business objectives and each other.
  • Investments are focused on the highest payback initiatives.
  • Approvals and decision-making are well-considered, not “loudest voice wins.”
  • Projects use limited staff and resources to best advantage.

Concrete Tools

Thank you again for sharing your time and expertise with the Clinical Innovation Fellows!  … You provided concrete tools and the motivation to use them.

Laura
Oregon Health Authority Transformation Center

Consummate Professional

You are THE consummate professional. I appreciate the opportunity to have worked with you these last three years.

Don Ledbetter, Director of Management and Organizational Effectiveness
L-3 Communications

Exactly What We Wanted

We were very pleased with the results of this project …… You delivered exactly the product we wanted because you listened carefully and took the time to know and understand our organization …… I highly recommend your services to other nonprofit and for-profit organizations.

Heidi Moll Schoedel, Executive Director
Exodus World Service

Clear Coaching

Jeff clearly outlined our successes and challenges and saved us substantial expense by modifying our project management efforts! We are appreciative of his clarity and coaching!

Lynne Saxton, Chief Executive Officer
ChristieCare

Cut Through the Politics

It has been a real pleasure to work with you, Jeff. Your ability to cut through the politics and focus on the end goal was a testament in itself. By your efforts, The Greenbrier Companies now has a bona-fide Project Management Process can and will be used for consistent and successful Project Management efforts.

Peter Logan, Senior Project Manager
The Greenbrier Companies

Made Me Look Good!

Thanks for the dynamic and interactive Zoom workshop that left participants wanting to keep talking!! Your careful attention to anticipate needs and give them an experience made all the difference. Your ability to assess the group’s vibe to then pivot and restructure was perfect and really capitalized on the expertise in the room.  You made me look good too! : )

Shelly Ridder, Community Engagement Coordinator and Board Member
Association of Change Management Professionals PNW

Changed How We Manage Projects

Thank you for thinking of us and for all that you did to help our teams understand and believe in project management. It has definitely changed how we manage projects.

Isaac Mosgrove, Program Manager
Garmin AT

Excellent Help

I could not have done the meeting without your excellent help in preparing.

Jim Henderson
Castle Worldwide

Clear Understanding

Jeff encouraged us to think outside the box when it came to defining project management … The biggest benefit of our project management initiative is that we have an understanding of what’s going on in the center. The senior management team has a clear idea of what the projects are and how they are doing.

Amy Johnson, Managing Director
Center for Coastal Margin Observation and Prediction

Development Reengineering

Thank you so much for guiding us through our process reengineering for product development, project management and product portfolio management. The changes we implemented (together) made a large, positive impact on our daily operations and our overall approach to both product development and our technology roadmap.

Margaret Bouse, Director, Worldwide Product Marketing
Digimarc ID Systems

New Record

I did, however, look at the survey responses and you set a new record, as I understand it, for the best over-all presentation in a long, long while. You are such a pro!

Kathy Maixner, President
Institute of Management Consultants - Oregon Trail

Great Moderating

Just wanted to drop a line and thank you for the great job moderating the SAO breakfast. Probably the best intro and moderating I’ve seen in a while. You know the art of short and effective introductions isn’t as easy as most people think, but it is very easy to do a poor job.

Jim Kindred, Information Technology Manager
Northwest Pipe

Positive Change

Thanks again for your work … …it was very enlightening and already has, and will continue, to drive positive change for us.

Steve Agritelley, Director, Product Incubation & Prototyping
Fortune 100 technology company

Great Reviews

I got great reviews from the other project managers stating that the time was well spent. Thank you for taking the time to help out on some of our current project issues.

Eric McClellan, Project Manager
Transcore

Amazing Mentor and Consultant

Jeff is an amazing mentor and consultant.  He has moved my understanding of project management light-years ahead of where it was when we started.  Everything from people skills to documentation to managing the iron triangle of schedule, scope and resources with grace and consistency – he has helped me up my game and succeed where my projects might otherwise have foundered.

L Gilman
large equipment distributor

Related Resources

  • Quarterly Portfolio Management Roundtable
  • Executive briefings
  • Portfolio management consulting
  • Strategy facilitation
  • Workshops on aligning organizational strategy and execution using portfolios