For CFOs, Treasury teams, and investment boards replacing annual capex cycles with funding tied to public-value outcomes.

This workshop applies Agile Funding — the practitioner model proven by the $2.1B NSW Digital Restart Fund and named by the UK Cabinet Office as the blueprint for funding reform — to give your jurisdiction an independent G0–G4 read of its funding architecture and a practical path to move up the ladder. It is the funding chapter of the G4 Standard.

Embed risk-based portfolio management and stop the cycle of large failed projects.

Half-Day Full-Day
Format 3.5–4 hours, in-person 6.5–7 hours, remote (two sessions) or onsite
Price (USD) $15,000–$20,000 (+ travel) $22,000–$35,000 (+ travel if onsite)
Pre-work FGX 45 Q2, Q3, Q9 + current portfolio register and investment process map Half-day pre-work + last 3 years of business cases, project assurance reports, portfolio benefits realisation data
Includes Agile Funding diagnostic across the seven modules, 5E + SPRITE investment-criteria scan, governance architecture review, investment-to-outcome traceability check Full Agile Funding operating model, governance architecture (board + 5E/SPRITE criteria), six-stage funding process with lean business case templates, risk-based assurance gate model, pipeline & benefits-tracking design, 12-month adoption roadmap
Outputs G0–G4 read of current funding architecture, funding redesign options, 5E + SPRITE criteria set, top 10 portfolio risks, 90-day commitments Agile Funding operating model, governance & criteria framework, six-stage process with lean business case template, risk-based assurance gate model, pipeline & benefits-realisation design, 12-month adoption roadmap

Optional role-lens breakouts: Treasury & central agency · Departmental CFO · Portfolio assurance · Benefits realisation · Investment Board

Who it's for: CFOs, Treasury, central agencies, departmental finance, portfolio offices, investment boards, audit.


➜ [Scope this workshop](mailto:[email protected]?subject=Scope%20Funding%20%26%20Portfolio%203.0%20workshop)

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