People + Portfolio Diagnostic
A fixed-scope diagnostic that shows whether your team can deliver the year you're planning and what to change before the calendar breaks you.
Fixed-scope engagement · 90 days Team software included
Short answer
Director and VP-level event leaders managing event portfolios of any size. You've got a calendar. You don't have a capacity model. These teams recognize themselves immediately:
The 2P Audit gives you the lowest-commitment way to get a governed answer to those questions, not another spreadsheet exercise, not a six-month engagement.
We've scoped the engagement to these four questions, nothing more. That discipline keeps it short and the output immediately actionable.
Map your team's available capacity against the full demand of your committed and planned portfolio.
Surface red months before they're crises, not after burnout starts.
Find the single-point-of-failure roles that block execution when a high-tier event lands.
Leave with a prioritized fix list, not a vague "we need more headcount" conversation.
Six governed deliverables, plus a configured Build the Year instance your team can use immediately.
Confirms the business question the audit answered.
Operating model maturity rating: tiers, roles, formats, planning months.
Available capacity by role and month, surfacing resource constraints.
Demand vs. capacity visualization: planned, committed, and over-capacity months.
Overload months, role gaps, and stacked high-tier events identified.
Top 3-5 actions ranked by impact: shift dates, rebalance tiers, add support.
90 days Team software included
We load your event portfolio and team model into Build the Year during the engagement. Team software access comes included for 90 days, so the data lives in the product, not a static PDF.
Fixed scope. Predictable commitment. Designed to fit inside your calendar, not consume it.
| Price | $5,000 fixed fee |
| Timeline | 1-2 weeks |
| Your time commitment | ~3-5 hours |
| BTY delivery time | ~8-10 hours |
| Software included | 90 days Team software |
| Output format | Configured BTY instance + PDF Summary Pack |
| Engagement model | Fixed scope · SOW + invoice (no subscription required) |
The 2P Audit starts the path. It shows the problem. Every next tier addresses what the previous tier surfaces.
Fixed-scope People + Portfolio diagnostic. Understand what's broken and what to fix first.
Structured operating rhythm installation. Fix what the audit surfaced, build the repeatable cadence.
Add ELG attribution, CFO reporting, and executive proof on top of a governed capacity model.
The audit shows the problem. The OS Install creates the operating rhythm. The Pipeline Proof layer adds attribution and executive reporting. See self-serve software plans →
Diagnosis
Most event teams commit to a year their capacity model hasn't validated. Red months, role overloads, and last-minute contractor spend show symptoms, not root causes.
Named action
Start with a 2P Audit. In 1-2 weeks, you'll know which months run overloaded, which roles feel most constrained, and what to change first.
Outcome
You'll leave with a configured capacity model, a portfolio heatmap, and a prioritized fix list your team can act on immediately.
Fixed fee and 90 days Team software included. Tell us what's happening and what you're trying to understand. We'll respond within one business day to talk through fit and next steps.
