Organa BizDev Dashboard

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Organa · Internal use only

Organa BizDev Pipeline

Generated 2026-05-01 · 32 active opportunities · Target: $25k/month

Active Opps
32
across all stages
Total Pipeline Value
$515,900
at face value
Weighted Value
$131,040
✓ Above target ($75k–$100k)
Win Rate
50%
target: 10–15% · 3W / 3L (small sample)

Pipeline Health

Identified
17
target: 12–18
✓ On target
Qualified
10
target: 4–7
⚠ Over
Proposal
3
target: 2–4
✓ On target
Negotiation
2
target: 1–2
✓ On target
Weighted
$131,040
target: $75k–$100k
✓ Above target ($75k–$100k)

Pipeline

Identified On radar — not yet engaged
17 opps · $154,000 target: 12–18  ✓ On target
25–35% → Qualified
Gameloft
Agile Producer Course — Future Training
$25,000 @ 40%
Caddy meeting Karl w/c Apr 20 to sync on training suggestions — follow up after that
15d ago Due 2026-04-24
Stillfront
SAFe Training (in-house)
$18,000 @ 10%
Reach out to Peter at Stillfront — pitch in-house private producer course
20d ago Due 2026-05-15
Boroondara City Council
Transformation Reality Check — Follow-on
$15,000 @ 10%
Follow up if no reply to Mar 22 feedback request
20d ago Due 2026-04-14
Commonwealth Bank
$90M AI Training Program
TBD @ 10%
Research CBA training procurement process; identify right contact or tender channel
20d ago Due 2026-05-15
Organa (New Product)
Game Producer Finance Course
TBD @ 10%
Discuss with Brendan — worth developing? If yes, explore IGEA as distribution channel
19d ago Due 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;…
11d ago Due 2026-04-29
Virgin Australia
Dotwork Implementation
$10,000 @ 10%
Presales demo — confirm status with Dan
16d ago Due 2026-05-15
Western Power
Dotwork Implementation
$10,000 @ 10%
Presales demo — confirm status with Dan
16d ago Due 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
19d ago Due 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…
19d ago Due 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
19d ago Due 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
19d ago Due 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
19d ago Due 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
16d ago Due 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…
8d ago Due 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
6d ago Due 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…
0d ago Due 2026-05-06
Qualified Need confirmed — worth pursuing
10 opps · $291,400 target: 4–7  ⚠ Over
40–55% → Proposal
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…
2d ago Due 2026-06-28
SEEK
SEEK — AI Operating Model Advisory
$80,000 @ 20%
Brendan to run AI Talk review/feedback session with Josh — meeting now accepted/confirmed (rescheduled from Ap…
6d ago Due 2026-04-29
TBC
Perth SAFe Training
$20,000 @ 35%
Check in with Marcus periodically while procurement runs — ask for expected timeline
8d ago Due 2026-05-14
AustralianSuper
Agile Advisory / Training — Senior Leadership
$20,000 @ 15%
Follow up on Feb 24 offer — VSM talk for senior leadership team. No reply since.
19d ago Due 2026-04-26
Westpac
SAFe Training & Coaching
TBD @ 35%
Schedule face-to-face with Megan Sund next week — she emailed Apr 23 to connect
8d ago Due 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
16d ago Due 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
16d ago Due 2026-05-15
Aware Super (via PM-Partners)
AI Training — Copilot & Human-Agent Teams
$9,000 @ 35%
Familiarise with courseware (Copilot for Business Productivity, Leading Human-Agent Teams, Building AI Agents …
8d ago Due 2026-04-30
PM-Partners (public course)
AI-Native Change Agent — June Cohort
$5,400 @ 60%
Confirm bookings after Exec workshop — Mike expects 4-5 participants
8d ago Due 2026-05-15
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
8d ago Due 2026-05-08
Proposal Submitted — decision pending
3 opps · $65,000 target: 2–4  ✓ On target
40–60% → Negotiation
Westpac
PO101 & User Story Mapping Training
$20,000 @ 40%
Revisit with Beth in May — on hold per her request
16d ago Due 2026-05-12
Playside
Agile at Scale — 2nd Round
$20,000 @ 35%
Follow up with Jamie — confirm sponsor, timeline and scope for 2nd round
16d ago Due 2026-04-30
RMIT University
Partnership / Training Delivery
$25,000 @ 20%
Follow up with Oskar — no reply since Feb 24 ping. 7 weeks overdue.
19d ago Due 2026-04-19
Negotiation Agreed — finalising terms
2 opps · $5,500 target: 1–2  ✓ On target
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 …
8d ago Due 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…
8d ago Due 2026-04-30

Needs Attention

OrganisationOpportunityStageLast UpdatedDue DateNext Action
StillfrontSAFe Training (in-house) Identified20d 2026-05-15 Reach out to Peter at Stillfront — pitch in-house private producer course
Boroondara City CouncilTransformation Reality Check — Follow-on Identified20d 2026-04-14 ⚠️ Follow up if no reply to Mar 22 feedback request
Commonwealth Bank$90M AI Training Program Identified20d 2026-05-15 Research CBA training procurement process; identify right contact or tender chan
Organa (New Product)Game Producer Finance Course Identified19d 2026-05-01 Discuss with Brendan — worth developing? If yes, explore IGEA as distribution ch
RMIT UniversityPartnership / Training Delivery Proposal19d 2026-04-19 ⚠️ Follow up with Oskar — no reply since Feb 24 ping. 7 weeks overdue.
AustralianSuperAgile Advisory / Training — Senior Leadership Qualified19d 2026-04-26 ⚠️ Follow up on Feb 24 offer — VSM talk for senior leadership team. No reply since.
PlaysidePost-WFH Reference + Further Training Identified19d 2026-04-26 ⚠️ Follow up with Josh — request reference/testimonial; explore whether further tra
AICDTeam Training and/or Coaching Identified19d 2026-05-01 Explore the opportunity with Felicity — understand team situation and whether tr
TBCTBC — Brain-pick conversation Identified19d 2026-05-01 Have the conversation with Elizabeth — understand what she's working on and whet
VariousVSM Talk — LinkedIn Respondents Identified19d 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 Identified19d 2026-06-01 Keep in touch with Ben as his new business takes shape — see what opportunities
WestpacPO101 & User Story Mapping Training Proposal16d 2026-05-12 Revisit with Beth in May — on hold per her request
PlaysideAgile at Scale — 2nd Round Proposal16d 2026-04-30 ⚠️ Follow up with Jamie — confirm sponsor, timeline and scope for 2nd round
Virgin AustraliaDotwork Implementation Identified16d 2026-05-15 Presales demo — confirm status with Dan
Western PowerDotwork Implementation Identified16d 2026-05-15 Presales demo — confirm status with Dan
KixeyeAgile Games Producer Course — In-house Qualified16d 2026-05-15 Identify current contact at Kixeye and reach out — pitch in-house private cohort
WestpacAdvisory Mentorship Qualified16d 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 Identified16d 2026-05-15 Monitor whether PMP wins the talk slot — engage Darryl once confirmed
GameloftAgile Producer Course — Future Training Identified15d 2026-04-24 ⚠️ Caddy meeting Karl w/c Apr 20 to sync on training suggestions — follow up after
WestpacDotwork Implementation Identified11d 2026-04-29 ⚠️ Demo slipped to w/c Apr 27 — Will proposed Tue Apr 28 or Wed Apr 29 (8–11am Sydn
ABC DigitalDotwork Implementation Negotiation8d 2026-04-29 ⚠️ Confirm ABC pilot contract signature and referral fee with Dan — 2-month ~$17k p
WestpacSAFe Training & Coaching Qualified8d 2026-04-29 ⚠️ Schedule face-to-face with Megan Sund next week — she emailed Apr 23 to connect
PM-PartnersL&D Summit — AI Training Assessment Tool Talk Negotiation8d 2026-04-30 ⚠️ Demo Training Assessment Platform to PM-Partners sales team — Mike Boutel to boo
Aware Super (via PM-Partners)AI Training — Copilot & Human-Agent Teams Qualified8d 2026-04-30 ⚠️ Familiarise with courseware (Copilot for Business Productivity, Leading Human-Ag
Department of Jobs (VIC)Training Engagement — May Identified8d 2026-04-30 ⚠️ Await outcome of PM-Partners discussion with Dept of Jobs — Mike flagged for 'ne
SEEKSEEK — AI Operating Model Advisory Qualified6d 2026-04-29 ⚠️ Brendan to run AI Talk review/feedback session with Josh — meeting now accepted/

Closed Deals

DateOrganisationOpportunityOutcomeValueReason
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.