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The pitch deck, written to be read

A status report can say green while the work says otherwise.

Illustrative example. Not a real client's report.

I'm Badri. I help CEOs, COOs and CTOs at growing software and tech-enabled businesses find out what's true about a program that's slipping, and commit to a date they can defend.

This deck is for reading, not presenting. The big sentence on each slide is the short version. The paragraphs under it are the detail. Prefer paper? Download it as a PDF.

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Why dates slip

Often there's a decision in there that nobody owns.

Illustrative. Each block is a piece of work that can't finish until the decision is made.

A decision that keeps coming back is missing an owner. Each item on the status report can still be green, because the report tracks work, not the decision the work is waiting on.

That's the first thing I look for. When it is that, the fix can be as small as one name and one date. PMI's 2015 Pulse of the Profession found that 47% of unsuccessful projects were affected by poor decision-making. That's about poor decisions, not missing ones, so it supports the pattern without proving it.

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What a green is worth

A green with no named owner is an opinion.

GREEN

Data migration

Blocked on a vendor API change. Nobody on either side owns it.

✕ No owner named
GREEN

Integrations

No agreed definition of done. The customer team has accepted 3 of 11.

✕ No owner named
GREEN

Launch date

Already moved twice. No team lead I spoke to expects June 12.

✕ No owner named
GREEN

Resourcing

Two programs are booked to the same 4 engineers in April and May.

✕ No owner named
5 of 5reported green
4 of 5hiding a blocker
0blockers with a named owner

Fictional example, taken from the sample on slide 6. The fifth green, AI adoption, is on the next slide.

For each green, I ask three things: who owns it, what is it waiting on, and who checked?

Every dependency outside the team needs a person's name and a date next to it. "The platform team" isn't a name.

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AI in the plan

An AI productivity gain nobody measured is an assumption with a budget.

Pull requests per engineer, over 8 weeks
Before: 100
Now: about 160
MEASURED
Days a change waits in the review queue
3 days
11 days
NOT SHOWN
Schedule the plan assumes (current = 100)
Current
Plan: 25% shorter
HOPED
Recent merges with no named reviewer
40%
NOT DEFINED

Fictional figures from the sample page. They show the shape, not a benchmark.

Many plans now count on AI making the team faster. Some of that is measured. Some is a number from a vendor that went into the schedule as if it had been. I separate the two.

More code is not more features shipped. If pull requests are up and the date hasn't moved, look at the review queue before you look at the team.

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How I start

I start with a two-week Reality Check, at a fixed fee.

Day 0

A free 20-minute call. You tell me what's happening.

Within a day

Fee quoted in writing. Agreed before we begin.

I talk to the people doing the work and read what exists

Interviews, the plan, the contract, the status history.

One page

What's true, what's assumed, what to decide, the date.

Nobody can diagnose a program in twenty minutes, so I won't pretend to. The call is for deciding whether two weeks of looking is worth your money.

If you'd like an NDA first, I'll sign yours or send mine.

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What you get

You get one page. It ends with a date I'd defend, or the reason I wouldn't.

TWO-WEEK REALITY CHECK | SAMPLE OUTPUT
The answerThe June 12 launch is not defensible. The date I'd defend is August 28, if the first three decisions are made by April 10.
What's trueFive greens. Four hide a blocker, and none has a named owner.
What's assumedA 25% schedule cut from AI. Not shown by the data. Take it out of the plan.
Decisions, owners Name one owner for the vendor APICTOApr 3 Define "done" for integrationsCOO, with the customer leadApr 8 Decide who gets the 4 shared engineersCEOApr 10 Name a reviewer for agent-written codeCTOApr 17
The date I'd defendAugust 28. If the vendor fix slips past April 24, the honest date moves to October.

From the sample page. The company in it is made up.

Every line shows what it's based on: an interview, the contract, the staffing sheet, the review-queue history. If I can't back a line up, it says so.

There's a one-page sample (PDF). Read it before you decide whether to call.

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Then you decide

Then you decide: fix it yourselves, ask me to stay, or stop.

You've read the page

Fix it yourselves

The page says what's true and who decides what. Use it. The fee was fixed and the work took two weeks.

You keep: the page.

Ask me to stay

I run the recovery, lead delivery, or advise. The next slide shows how.

You keep: the page, and me.

Stop the work

If the page says it isn't worth finishing, you stop with a reason you can give the board.

You keep: the reason.

All three are fine outcomes. I'd rather you used the page and never needed me than hired me for something you could fix yourselves.

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Ways to work together

If you want me to stay, there are three ways to work together.

Before you commit

Advisory

You don't need me in the room every week.

A standing conversation. Bring me the plan before you commit, the date before you announce it, the vendor before you sign.

Starts with a free conversation.

While it's being delivered

Fractional leadership

You need delivery run, not reported on.

I lead your program or delivery function part of the week, inside your team. I own the plan, the risks and the decisions.

Starts with a free conversation.

After it slips

Rescue

Something you committed to is slipping.

We choose a recovery path and a date you can defend to your board.

Starts with the Two-Week Reality Check.

Rescue is the usual way in: something has already slipped, and the Reality Check comes first.

Advisory and Fractional leadership suit companies that want me in the room before anything has moved.

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Where I stop

The goal is that one day you don't need me.

WhatWhile I'm hereWhen I leave
The planMeA named person on your team
The risksMeA named person on your team
The decisionsMeA named person on your team
Review of agent-written codeMe, until it's set upA named reviewer on your team

I stay through the hard part, then I leave. A handover only counts if every item has a person's name on it, not a team's.

When agents write much of the code, part of the handover is deciding who reviews it, who owns it, and what has to be true before it ships.

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Who this is for

This is for CEOs, COOs and CTOs who've promised a date to a board, a customer or an investor.

Call me when

  • A date you promised has moved, and another status report won't fix it.
  • Delivery needs running and nobody has the time.
  • You're about to commit to a plan, a date or a vendor and want it pushed on first.

Don't call me when

  • The problem is understood, owners are named and decisions are getting made. Save your money. I'll tell you so on the call.
  • You want a big team, a framework or a long deck. I'm one person, and I write one page.
CEO, COO or CTOGrowing software or tech-enabled businessAlso: operating partners at private-equity firms

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Who you'd be talking to

I'm one person, with more than twenty years in software delivery.

I started as a project manager, grew into program director, then portfolio lead: more than twenty years, most of it in the seat where someone asks why the date moved. I've also worked in startups, so I know what a small company can and can't absorb.

I've run delivery where a slipped date becomes a budget conversation with a client's CIO, with teams spread across time zones. I've owned a whole portfolio of programs at once, built the operating model for a new delivery division, and led the group that reviewed estimates on large deals. More recently I've led delivery of AI-enabled services. The full résumé is on LinkedIn.

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Next step

Start with a twenty-minute call. Tell me what's slipping.

You tell me what's late, what's unclear, or what the status report isn't saying, and we decide together whether I can help. If I'm not the right fit, I'll say so plainly.

Or write to badri@deliveryliftpm.com. I reply to every message within one business day.

Not ready to call? Start here