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Organa · Internal use only

Organa BizDev Pipeline

Generated 2026-07-10 · 49 active opportunities · Target: $25k/month

Active Opps
49
across all stages
Total Pipeline Value
$529,100
at face value
Weighted Value
$146,530
✓ Above target ($75k–$100k)
Win Rate
44%
target: 10–15% · 4W / 5L (small sample)

Pipeline Health

Identified
17
target: 12–18
✓ On target
Qualified
12
target: 4–7
⚠ Over
Proposal
4
target: 2–4
✓ On target
Negotiation
16
target: 1–2
⚠ Over
Weighted
$146,530
target: $75k–$100k
✓ Above target ($75k–$100k)

Pipeline

Identified On radar — not yet engaged
17 opps · $114,000 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
90d 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
90d ago Due 2026-04-14
Commonwealth Bank
$90M AI Training Program
TBD @ 10%
Research CBA training procurement process; identify right contact or tender channel
90d 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
89d 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;…
50d ago Due 2026-04-29
Virgin Australia
Dotwork Implementation
$10,000 @ 10%
Presales demo — confirm status with Dan
50d ago Due 2026-05-15
Western Power
Dotwork Implementation
$10,000 @ 10%
Presales demo — confirm status with Dan
50d 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
89d ago Due 2026-04-26
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
89d 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
89d 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
89d 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
86d 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…
78d 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
76d 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…
70d ago Due 2026-05-06
Klaas (independent — LinkedIn: klaasr)
Sales / BD Partnership Exploration
TBD @ 10%
Attend/debrief intro meeting (Fri 3 Jul 9:30am) and decide whether to continue the conversation
7d ago Due 2026-07-03
PM-Partners (TBC)
Argon Opportunity
TBD @ 10%
Ask PM-Partners contact what 'Argon opportunity' refers to — get organisation, scope and timing
2d ago Due 2026-07-20
Qualified Need confirmed — worth pursuing
12 opps · $312,800 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…
37d ago Due 2026-07-27
25Fifteen / LCH
AI Product Lead — Insurance Platform
$120,000 @ 30%
Wait on capital raise; Brendan to check in again in ~6-8 weeks
9d ago Due 2026-08-24
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.
28d ago Due 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
45d ago Due 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.
89d 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
49d 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
86d 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
86d ago Due 2026-05-15
Metro Trains (via PM-Partners)
Trainer Engagement (course TBC)
$10,000 @ 60%
Attend trainer introduction; confirm course type, dates, audience, format
63d ago Due 2026-05-15
Dulux Group (via PM-Partners)
AI Training (scope TBC)
TBD @ 30%
Await outcome/notes from the 7 Jul AI Champions kickoff meeting; confirm course type, dates, audience with Jul…
0d ago Due 2026-06-15
Brain Partners
AI / Claude Training for Team
$8,000 @ 25%
Follow up with Fergus to lock in a specific date/time for the AI apps + training demo
6d ago Due 2026-07-10
CityPower & Powercor Australia (via PM-Partners)
AI Training — Meet the Facilitator
$1,800 @ 60%
Attend 'PM Partners x CityPower & Powercor Australia - AI Training - Meet the Facilitator' Teams meeting (invi…
0d ago Due 2026-07-10
Proposal Submitted — decision pending
4 opps · $57,000 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
86d 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.
89d ago Due 2026-04-19
ABC Digital
Dotwork Implementation
$3,000 @ 30%
Strategy call w/ Dotwork slipped again — Will Nelson spread thin, targeting call within next 2 weeks (as of 7 …
2d ago Due 2026-07-21
South East Water (via PM-Partners)
Power Skills & Commercial Acumen Training
$9,000 @ 40%
SEW registration request #461016 flagged 8 Jul as needing a bank statement/deposit slip to verify bank details…
1d ago Due 2026-07-10
Negotiation Agreed — finalising terms
16 opps · $45,300 target: 1–2  ⚠ Over
65–80% → Won
AICD
CES Team Offsite — Facilitation
$5,000 @ 95%
Vendor setup in progress with AICD finance (Sharon Herzog covering for Felicity, who is on leave) to process q…
9d ago Due 2026-08-13
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…
78d ago Due 2026-04-30
Aware Super (via PM-Partners)
Generative AI for Business Analysts (24 July, Deal #89498)
$1,800 @ 90%
Deliver Generative AI for Business Analysts workshop 24 Jul, Melbourne (Deal #89498) — CONFIRMED on PM-Partner…
0d ago Due 2026-07-24
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…
43d ago Due 2026-06-02
DEXUS Property Group (via PM-Partners)
Continuous Improvement Workshop (Virtual IHT)
$5,400 @ 90%
Attend prep sessions ahead of 9 June 2026 Virtual IHT workshop (Deal #89133).
31d ago Due 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).
31d ago Due 2026-06-10
Plenary Group (via PM-Partners)
Copilot for Business Productivity (Virtual)
$1,800 @ 90%
12/19 June sessions (Deal #89510) delivered. New Copilot for Business Productivity (Virtual) session now CONFI…
0d ago Due 2026-07-23
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…
31d ago Due 2026-06-05
Yarra City Council (via PM-Partners)
Copilot for Work — PM-Partners
$1,800 @ 90%
Confirmed on PMP 2-week schedule (deal #89502, 30 Jun, Melbourne).
11d ago Due 2026-06-30
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…
31d ago Due 2026-06-15
NSW DCCEEW (via PM-Partners)
PM Fundamentals with AI Training (10 July)
$1,800 @ 50%
URGENT — PM-Partners 9 Jul workshop schedule shows Deal #89712 (today's 10 Jul workshop) as CANCELLED. Contact…
0d ago Due 2026-06-22
Cardinia Shire Council (via PM-Partners)
Lean Coaching (Virtual IHT)
$1,800 @ 90%
23 June Lean Coaching session (Deal #89645) delivered. New Project Management Overview session now CONFIRMED 1…
0d ago Due 2026-07-15
Silver Chain (via PM-Partners)
Business Champions (Virtual IHT)
$1,800 @ 90%
Deliver Business Champions session 24 June 2026
21d ago Due 2026-06-24
Enerven (via PM-Partners)
Generative AI for Project Managers — Enerven
$3,600 @ 90%
Attend pre-workshop prep call; finalise materials for 2-day Gen AI for PMs training (20-21 Aug)
17d ago Due 2026-08-20
Cancer Trials Australia (via PM-Partners)
Copilot for Business Productivity
$1,800 @ 90%
Attend trainer introduction call (booked 29 Jun). Confirm date/scope of Copilot delivery.
11d ago Due 2026-07-10
Ambulance Victoria (via PM-Partners)
Project Management Overview
$1,800 @ 90%
Attend pre-workshop call (booked 25 Jun). Deliver PM Overview workshop 20 Jul.
11d ago Due 2026-07-20

Needs Attention

OrganisationOpportunityStageLast UpdatedDue DateNext Action
StillfrontSAFe Training (in-house) Identified90d 2026-05-15 ⚠️ Reach out to Peter at Stillfront — pitch in-house private producer course
Boroondara City CouncilTransformation Reality Check — Follow-on Identified90d 2026-04-14 ⚠️ Follow up if no reply to Mar 22 feedback request
Commonwealth Bank$90M AI Training Program Identified90d 2026-05-15 ⚠️ Research CBA training procurement process; identify right contact or tender chan
Organa (New Product)Game Producer Finance Course Identified89d 2026-05-01 ⚠️ Discuss with Brendan — worth developing? If yes, explore IGEA as distribution ch
RMIT UniversityPartnership / Training Delivery Proposal89d 2026-04-19 ⚠️ Follow up with Oskar — no reply since Feb 24 ping. 7 weeks overdue.
AustralianSuperAgile Advisory / Training — Senior Leadership Qualified89d 2026-04-26 ⚠️ Follow up on Feb 24 offer — VSM talk for senior leadership team. No reply since.
PlaysidePost-WFH Reference + Further Training Identified89d 2026-04-26 ⚠️ Follow up with Josh — request reference/testimonial; explore whether further tra
TBCTBC — Brain-pick conversation Identified89d 2026-05-01 ⚠️ Have the conversation with Elizabeth — understand what she's working on and whet
VariousVSM Talk — LinkedIn Respondents Identified89d 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 Identified89d 2026-06-01 ⚠️ Keep in touch with Ben as his new business takes shape — see what opportunities
PlaysideAgile at Scale — 2nd Round Proposal86d 2026-04-30 ⚠️ Follow up with Jamie — confirm sponsor, timeline and scope for 2nd round
KixeyeAgile Games Producer Course — In-house Qualified86d 2026-05-15 ⚠️ Identify current contact at Kixeye and reach out — pitch in-house private cohort
WestpacAdvisory Mentorship Qualified86d 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 Identified86d 2026-05-15 ⚠️ Monitor whether PMP wins the talk slot — engage Darryl once confirmed
PM-PartnersL&D Summit — AI Training Assessment Tool Talk Negotiation78d 2026-04-30 ⚠️ Demo Training Assessment Platform to PM-Partners sales team — Mike Boutel to boo
Department of Jobs (VIC)Training Engagement — May Identified78d 2026-04-30 ⚠️ Await outcome of PM-Partners discussion with Dept of Jobs — Mike flagged for 'ne
George Institute for Global HealthAI Discovery Conversation Identified76d 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 Identified70d 2026-05-06 ⚠️ Reply with program options, delivery format, and indicative pricing — clarify wh
Metro Trains (via PM-Partners)Trainer Engagement (course TBC) Qualified63d 2026-05-15 ⚠️ Attend trainer introduction; confirm course type, dates, audience, format
WestpacDotwork Implementation Identified50d 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 Identified50d 2026-05-15 ⚠️ Presales demo — confirm status with Dan
Western PowerDotwork Implementation Identified50d 2026-05-15 ⚠️ Presales demo — confirm status with Dan
WestpacSAFe Training & Coaching Qualified49d 2026-04-29 ⚠️ Schedule face-to-face with Megan Sund next week — she emailed Apr 23 to connect
TBCPerth SAFe Training Qualified45d 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) Negotiation43d 2026-06-02 ⚠️ Deliver 2-day Virtual IHT SAFe PO/PM workshop 2-3 June 2026 (Deal #89666). Confi
GameloftAgile Producer Course — Future Training Qualified37d 2026-07-27 PARKED (Trello: Keep warm) — Gameloft pausing new L&D until HR Manager onboarded
DEXUS Property Group (via PM-Partners)Continuous Improvement Workshop (Virtual IHT) Negotiation31d 2026-06-09 ⚠️ Attend prep sessions ahead of 9 June 2026 Virtual IHT workshop (Deal #89133).
Humenergy Group (via PM-Partners)Copilot for Business Productivity (Gold Coast) Negotiation31d 2026-06-10 ⚠️ Deliver 1-day onsite Copilot for Business Productivity workshop in Gold Coast 10
Westpac (via PM-Partners)Lean Coaching (Virtual IHT) Negotiation31d 2026-06-05 ⚠️ Deliver Virtual IHT Lean Coaching sessions for Westpac: Deal #89335 on 5 June 20
Wyndham City Council (via PM-Partners)Generative AI for Project Managers & Teams (Deal #89773) Negotiation31d 2026-06-15 ⚠️ Deliver Generative AI for Project Managers and Project Teams workshop 15 June Me
SEEKSEEK — AI Operating Model Advisory Qualified28d 2026-06-30 ⚠️ PARKED — Trello 'Keep warm'. No action required. Review in 4-6 weeks if Josh has
Silver Chain (via PM-Partners)Business Champions (Virtual IHT) Negotiation21d 2026-06-24 ⚠️ Deliver Business Champions session 24 June 2026
Enerven (via PM-Partners)Generative AI for Project Managers — Enerven Negotiation17d 2026-08-20 Attend pre-workshop prep call; finalise materials for 2-day Gen AI for PMs train
Yarra City Council (via PM-Partners)Copilot for Work — PM-Partners Negotiation11d 2026-06-30 ⚠️ Confirmed on PMP 2-week schedule (deal #89502, 30 Jun, Melbourne).
Klaas (independent — LinkedIn: klaasr)Sales / BD Partnership Exploration Identified7d 2026-07-03 ⚠️ Attend/debrief intro meeting (Fri 3 Jul 9:30am) and decide whether to continue t
Dulux Group (via PM-Partners)AI Training (scope TBC) Qualified0d 2026-06-15 ⚠️ Await outcome/notes from the 7 Jul AI Champions kickoff meeting; confirm course
NSW DCCEEW (via PM-Partners)PM Fundamentals with AI Training (10 July) Negotiation0d 2026-06-22 ⚠️ URGENT — PM-Partners 9 Jul workshop schedule shows Deal #89712 (today's 10 Jul w

Closed Deals

DateOrganisationOpportunityOutcomeValueReason
2026-06-21Paralympics Australia (via PM-Partners) PMF Training Delivery Won $3,600 PMF 2-day workshop delivered 17-18 June 2026
2026-05-22Westpac PO101 & User Story Mapping Training Lost TBD Trello card moved to 'Didn't go anywhere' on 2026-05-22
2026-05-21PM-Partners (public course) AI-Native Change Agent — June Cohort Lost TBD Course session cancelled by PM-Partners
2026-04-02University of Melbourne Agile / Scrum Master Training Won TBD PM-Partners locked in the sale.
2026-04-12Dotwork Organa–Dotwork Partner Agreement Won TBD Partnership formalised
2026-04-12Westpac Westpac Group Training (thru PMP) Lost TBD Key contact Ben made redundant Feb 2026
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.
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.