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Organa · Internal use only

Organa BizDev Pipeline

Generated 2026-06-10 · 40 active opportunities · Target: $25k/month

Active Opps
40
across all stages
Total Pipeline Value
$536,500
at face value
Weighted Value
$138,700
✓ Above target ($75k–$100k)
Win Rate
37%
target: 10–15% · 3W / 5L (small sample)

Pipeline Health

Identified
17
target: 12–18
✓ On target
Qualified
12
target: 4–7
⚠ Over
Proposal
2
target: 2–4
✓ On target
Negotiation
9
target: 1–2
⚠ Over
Weighted
$138,700
target: $75k–$100k
✓ Above target ($75k–$100k)

Pipeline

Identified On radar — not yet engaged
17 opps · $129,000 target: 12–18  ✓ On target
25–35% → Qualified
Stillfront
SAFe Training (in-house)
$18,000 @ 10%
Reach out to Peter at Stillfront — pitch in-house private producer course
60d agoDue 2026-05-15
Boroondara City Council
Transformation Reality Check — Follow-on
$15,000 @ 10%
Follow up if no reply to Mar 22 feedback request
60d agoDue 2026-04-14
Commonwealth Bank
$90M AI Training Program
TBD @ 10%
Research CBA training procurement process; identify right contact or tender channel
60d agoDue 2026-05-15
Organa (New Product)
Game Producer Finance Course
TBD @ 10%
Discuss with Brendan — worth developing? If yes, explore IGEA as distribution channel
59d agoDue 2026-05-01
Westpac
Dotwork Implementation
$10,000 @ 10%
Demo slipped to w/c Apr 27 — Will proposed Tue Apr 28 or Wed Apr 29 (8–11am Sydney). Monitor for Beth's reply;…
20d agoDue 2026-04-29
Virgin Australia
Dotwork Implementation
$10,000 @ 10%
Presales demo — confirm status with Dan
20d agoDue 2026-05-15
Western Power
Dotwork Implementation
$10,000 @ 10%
Presales demo — confirm status with Dan
20d agoDue 2026-05-15
Playside
Post-WFH Reference + Further Training
$10,000 @ 20%
Follow up with Josh — request reference/testimonial; explore whether further training is needed
59d agoDue 2026-04-26
AICD
Team Training and/or Coaching
$15,000 @ 10%
Explore the opportunity with Felicity — understand team situation and whether training/coaching would be welco…
59d agoDue 2026-05-01
TBC
TBC — Brain-pick conversation
TBD @ 10%
Have the conversation with Elizabeth — understand what she's working on and whether there's a real opportunity
59d agoDue 2026-05-01
Various
VSM Talk — LinkedIn Respondents
TBD @ 15%
Find the LinkedIn post, identify respondents who voted for VSM, reach out to offer the talk
59d agoDue 2026-04-30
TBC (Ben's new business)
TBC — New Business Advisory
TBD @ 10%
Keep in touch with Ben as his new business takes shape — see what opportunities emerge
59d agoDue 2026-06-01
PM-Partners
Mixed Human-Agent Teams Talk — Woolworths Audience
$5,000 @ 25%
Monitor whether PMP wins the talk slot — engage Darryl once confirmed
56d agoDue 2026-05-15
Department of Jobs (VIC)
Training Engagement — May
$18,000 @ 25%
Await outcome of PM-Partners discussion with Dept of Jobs — Mike flagged for 'next Thursday' (approx Apr 29-30…
48d agoDue 2026-04-30
George Institute for Global Health
AI Discovery Conversation
TBD @ 10%
Wait for Uday's reply to the Apr 24 intro email; if silent for ~1-2 weeks, send a gentle nudge
46d agoDue 2026-05-08
PM-Partners (Modern Dental Pacific)
Lean / CI Training — Modern Dental Pacific
$18,000 @ 25%
Reply with program options, delivery format, and indicative pricing — clarify whether Organa or PM-Partners' L…
40d agoDue 2026-05-06
Dulux Group (via PM-Partners)
AI Training (scope TBC)
TBD @ 25%
Confirm course type, dates, audience with PM-Partners (placeholder Teams meeting 'PLACEHOLDER -- PM Partners x…
13d agoDue 2026-06-15
Qualified Need confirmed — worth pursuing
12 opps · $330,000 target: 4–7  ⚠ Over
40–55% → Proposal
Gameloft
Agile Producer Course — Future Training
$25,000 @ 20%
PARKED (Trello: Keep warm) — Gameloft pausing new L&D until HR Manager onboarded. Diary check-in for late July…
7d agoDue 2026-07-27
25Fifteen / LCH
AI Product Lead — Insurance Platform
$120,000 @ 30%
Wait for VC funding round to close; reconnect when recruitment begins in earnest. Brendan nudged Apr 28 — soft…
36d agoDue 2026-06-28
SEEK
SEEK — AI Operating Model Advisory
$80,000 @ 10%
PARKED — Trello 'Keep warm'. No action required. Review in 4-6 weeks if Josh has not resurfaced.
6d agoDue 2026-06-30
TBC
Perth SAFe Training
$20,000 @ 25%
Wait for Marcus to revert with tender outcome / next steps now that bio is submitted
15d agoDue 2026-06-09
AustralianSuper
Agile Advisory / Training — Senior Leadership
$20,000 @ 15%
Follow up on Feb 24 offer — VSM talk for senior leadership team. No reply since.
59d agoDue 2026-04-26
Westpac
SAFe Training & Coaching
TBD @ 35%
Schedule face-to-face with Megan Sund next week — she emailed Apr 23 to connect
19d agoDue 2026-04-29
Kixeye
Agile Games Producer Course — In-house
$18,000 @ 20%
Identify current contact at Kixeye and reach out — pitch in-house private cohort
56d agoDue 2026-05-15
Westpac
Advisory Mentorship
$10,000 @ 15%
Explore with Beth what the mentorship would look like and whether there’s a real engagement here
56d agoDue 2026-05-15
Aware Super (via PM-Partners)
AI Training — Copilot & Human-Agent Teams
$9,000 @ 35%
Attend PM-Partners 'Aware Super — Quick reconnect' Teams meeting (invite received 11 May). Confirm latest cour…
29d agoDue 2026-05-19
South East Water (via PM-Partners)
Power Skills & Commercial Acumen Training
$9,000 @ 30%
Meet Kieran at the L&D Summit in person — he has specifically requested this multiple times
48d agoDue 2026-05-08
Metro Trains (via PM-Partners)
Trainer Engagement (course TBC)
$10,000 @ 60%
Attend trainer introduction; confirm course type, dates, audience, format
33d agoDue 2026-05-15
Yarra City Council (via PM-Partners)
Copilot for Work — PM-Partners
$9,000 @ 40%
Attend 'Discuss copilot for work (PM Partners)' Teams call Thu 4 June 2026 12:30pm AEST. Confirm scope (audien…
9d agoDue 2026-06-04
Proposal Submitted — decision pending
2 opps · $45,000 target: 2–4  ✓ On target
40–60% → Negotiation
Playside
Agile at Scale — 2nd Round
$20,000 @ 35%
Follow up with Jamie — confirm sponsor, timeline and scope for 2nd round
56d agoDue 2026-04-30
RMIT University
Partnership / Training Delivery
$25,000 @ 20%
Follow up with Oskar — no reply since Feb 24 ping. 7 weeks overdue.
59d agoDue 2026-04-19
Negotiation Agreed — finalising terms
9 opps · $32,500 target: 1–2  ⚠ Over
65–80% → Won
ABC Digital
Dotwork Implementation
$3,000 @ 85%
Confirm ABC pilot contract signature and referral fee with Dan — 2-month ~$17k pilot awaiting signature as of …
20d agoDue 2026-04-29
PM-Partners
L&D Summit — AI Training Assessment Tool Talk
$2,500 @ 90%
Demo Training Assessment Platform to PM-Partners sales team — Mike Boutel to book it in. Also finalise scope/f…
48d agoDue 2026-04-30
Paralympics Australia (via PM-Partners)
PMF Training Delivery
$3,600 @ 90%
Deliver PMF workshop 17–18 June Melbourne (Deal #89278) — CONFIRMED on PM-Partners 4 June schedule.
1d agoDue 2026-06-17
Sonic HealthCare (via PM-Partners)
SAFe Product Owner / Product Manager (Virtual IHT)
$7,200 @ 90%
Deliver 2-day Virtual IHT SAFe PO/PM workshop 2-3 June 2026 (Deal #89666). Confirmed via Nevia 28 May schedule…
13d agoDue 2026-06-02
DEXUS Property Group (via PM-Partners)
Continuous Improvement Workshop (Virtual IHT)
$5,400 @ 90%
Attend prep sessions (CI pilot session, content review, final review per 27 May invites) ahead of 9 June 2026 …
1d agoDue 2026-06-09
Humenergy Group (via PM-Partners)
Copilot for Business Productivity (Gold Coast)
$1,800 @ 90%
Deliver 1-day onsite Copilot for Business Productivity workshop in Gold Coast 10 June 2026 (Deal #89458). Note…
1d agoDue 2026-06-10
Plenary Group (via PM-Partners)
Copilot for Business Productivity (Virtual)
$3,600 @ 90%
Deliver Copilot for Business Productivity (Virtual) 12 June and 19 June (Deal #89510) — CONFIRMED. 15 June Bri…
1d agoDue 2026-06-12
Westpac (via PM-Partners)
Lean Coaching (Virtual IHT)
$3,600 @ 90%
Deliver Virtual IHT Lean Coaching sessions for Westpac: Deal #89335 on 5 June 2026, Deal #89336 on 11 June 202…
1d agoDue 2026-06-05
Wyndham City Council (via PM-Partners)
Generative AI for Project Managers & Teams (Deal #89773)
$1,800 @ 90%
Deliver Generative AI for Project Managers and Project Teams workshop 15 June Melbourne (Deal #89773) — CONFIR…
1d agoDue 2026-06-15

Needs Attention

OrganisationOpportunityStageLast UpdatedDue DateNext Action
StillfrontSAFe Training (in-house) Identified60d 2026-05-15 ⚠️ Reach out to Peter at Stillfront — pitch in-house private producer course
Boroondara City CouncilTransformation Reality Check — Follow-on Identified60d 2026-04-14 ⚠️ Follow up if no reply to Mar 22 feedback request
Commonwealth Bank$90M AI Training Program Identified60d 2026-05-15 ⚠️ Research CBA training procurement process; identify right contact or tender chan
Organa (New Product)Game Producer Finance Course Identified59d 2026-05-01 ⚠️ Discuss with Brendan — worth developing? If yes, explore IGEA as distribution ch
RMIT UniversityPartnership / Training Delivery Proposal59d 2026-04-19 ⚠️ Follow up with Oskar — no reply since Feb 24 ping. 7 weeks overdue.
AustralianSuperAgile Advisory / Training — Senior Leadership Qualified59d 2026-04-26 ⚠️ Follow up on Feb 24 offer — VSM talk for senior leadership team. No reply since.
PlaysidePost-WFH Reference + Further Training Identified59d 2026-04-26 ⚠️ Follow up with Josh — request reference/testimonial; explore whether further tra
AICDTeam Training and/or Coaching Identified59d 2026-05-01 ⚠️ Explore the opportunity with Felicity — understand team situation and whether tr
TBCTBC — Brain-pick conversation Identified59d 2026-05-01 ⚠️ Have the conversation with Elizabeth — understand what she's working on and whet
VariousVSM Talk — LinkedIn Respondents Identified59d 2026-04-30 ⚠️ Find the LinkedIn post, identify respondents who voted for VSM, reach out to off
TBC (Ben's new business)TBC — New Business Advisory Identified59d 2026-06-01 ⚠️ Keep in touch with Ben as his new business takes shape — see what opportunities
PlaysideAgile at Scale — 2nd Round Proposal56d 2026-04-30 ⚠️ Follow up with Jamie — confirm sponsor, timeline and scope for 2nd round
KixeyeAgile Games Producer Course — In-house Qualified56d 2026-05-15 ⚠️ Identify current contact at Kixeye and reach out — pitch in-house private cohort
WestpacAdvisory Mentorship Qualified56d 2026-05-15 ⚠️ Explore with Beth what the mentorship would look like and whether there’s a real
PM-PartnersMixed Human-Agent Teams Talk — Woolworths Audience Identified56d 2026-05-15 ⚠️ Monitor whether PMP wins the talk slot — engage Darryl once confirmed
PM-PartnersL&D Summit — AI Training Assessment Tool Talk Negotiation48d 2026-04-30 ⚠️ Demo Training Assessment Platform to PM-Partners sales team — Mike Boutel to boo
Department of Jobs (VIC)Training Engagement — May Identified48d 2026-04-30 ⚠️ Await outcome of PM-Partners discussion with Dept of Jobs — Mike flagged for 'ne
South East Water (via PM-Partners)Power Skills & Commercial Acumen Training Qualified48d 2026-05-08 ⚠️ Meet Kieran at the L&D Summit in person — he has specifically requested this mul
George Institute for Global HealthAI Discovery Conversation Identified46d 2026-05-08 ⚠️ Wait for Uday's reply to the Apr 24 intro email; if silent for ~1-2 weeks, send
PM-Partners (Modern Dental Pacific)Lean / CI Training — Modern Dental Pacific Identified40d 2026-05-06 ⚠️ Reply with program options, delivery format, and indicative pricing — clarify wh
25Fifteen / LCHAI Product Lead — Insurance Platform Qualified36d 2026-06-28 Wait for VC funding round to close; reconnect when recruitment begins in earnest
Metro Trains (via PM-Partners)Trainer Engagement (course TBC) Qualified33d 2026-05-15 ⚠️ Attend trainer introduction; confirm course type, dates, audience, format
Aware Super (via PM-Partners)AI Training — Copilot & Human-Agent Teams Qualified29d 2026-05-19 ⚠️ Attend PM-Partners 'Aware Super — Quick reconnect' Teams meeting (invite receive
WestpacDotwork Implementation Identified20d 2026-04-29 ⚠️ Demo slipped to w/c Apr 27 — Will proposed Tue Apr 28 or Wed Apr 29 (8–11am Sydn
Virgin AustraliaDotwork Implementation Identified20d 2026-05-15 ⚠️ Presales demo — confirm status with Dan
Western PowerDotwork Implementation Identified20d 2026-05-15 ⚠️ Presales demo — confirm status with Dan
ABC DigitalDotwork Implementation Negotiation20d 2026-04-29 ⚠️ Confirm ABC pilot contract signature and referral fee with Dan — 2-month ~$17k p
WestpacSAFe Training & Coaching Qualified19d 2026-04-29 ⚠️ Schedule face-to-face with Megan Sund next week — she emailed Apr 23 to connect
TBCPerth SAFe Training Qualified15d 2026-06-09 ⚠️ Wait for Marcus to revert with tender outcome / next steps now that bio is submi
Sonic HealthCare (via PM-Partners)SAFe Product Owner / Product Manager (Virtual IHT) Negotiation13d 2026-06-02 ⚠️ Deliver 2-day Virtual IHT SAFe PO/PM workshop 2-3 June 2026 (Deal #89666). Confi
Yarra City Council (via PM-Partners)Copilot for Work — PM-Partners Qualified9d 2026-06-04 ⚠️ Attend 'Discuss copilot for work (PM Partners)' Teams call Thu 4 June 2026 12:30
DEXUS Property Group (via PM-Partners)Continuous Improvement Workshop (Virtual IHT) Negotiation1d 2026-06-09 ⚠️ Attend prep sessions (CI pilot session, content review, final review per 27 May
Westpac (via PM-Partners)Lean Coaching (Virtual IHT) Negotiation1d 2026-06-05 ⚠️ Deliver Virtual IHT Lean Coaching sessions for Westpac: Deal #89335 on 5 June 20

Closed Deals

DateOrganisationOpportunityOutcomeValueReason
2026-05-22Westpac PO101 & User Story Mapping Training Lost TBD Trello card moved to 'Didn't go anywhere' on 2026-05-22 — opportunity formally closed. Training was on hold per Beth since Feb 2026, no path to resume after May revisit.
2026-05-21PM-Partners (public course) AI-Native Change Agent — June Cohort Lost TBD Course session cancelled by PM-Partners — no bookings confirmed by scheduling cutoff (per Nevia's 21 May workshop schedule, June 1-3 Melbourne AI-Native Change Agent marked Cancelled)
2026-04-02University of Melbourne Agile / Scrum Master Training Won TBD PM-Partners (Luis Sylvester) locked in the sale. Darryl delivered the training April 2, 2026.
2026-04-12Dotwork Organa–Dotwork Partner Agreement Won TBD Partnership formalised — Organa signed on as Dotwork partner/local rep
2026-04-12Westpac Westpac Group Training (thru PMP) Lost TBD Key contact Ben made redundant Feb 2026 — opportunity effectively dead
2026-01-29Kixeye Agile Games Producer Course (public cohort) Lost TBD Public cohort couldn't get enough participants to run
2025-12-15PM-Partners Team Effectiveness Program Won $18,500 Strong referral + clear ROI case
2026-04-12Federation University TBC — Training or Consulting Lost TBD Quiet since Feb 2025 — no inbound, no path forward identified. Formally closed without entering active pipeline.
Stage targets: Identified 12–18 · Qualified 4–7 · Proposal 2–4 · Negotiation 1–2 · Weighted pipeline $75k–$100k · Revenue target $25k/month. Conversion benchmarks: Identified→Qualified 25–35% · Qualified→Proposal 40–55% · Proposal→Negotiation 40–60% · Negotiation→Won 65–80%. Targets based on industry norms for boutique relationship-led consulting. Revisit as real conversion data accumulates.