Portfolio Communications
Diagnostic
See where communications and reporting capacity is breaking across your portfolio before funding another disconnected fix.
A Portfolio
Capacity Assessment
We assess five to eight portfolio organisations and identify the shared communications, website, evidence, and reporting gaps a funder can address through one accountable programme.
The Portfolio Communications Diagnostic is a paid three-to-four week engagement for foundation programme, communications, strategy, learning, and grantmaking operations leaders.
We interview the funder and a sample of grantees, then review current narratives, websites, evidence practices, reporting workflows, ownership, and maintenance capacity.
The diagnostic is scoped around the number of organisations, countries, current reporting burden, and the decision or publication moments the portfolio needs to support.
If a shared intervention is appropriate, the roadmap can lead into a grantee communications programme, evidence and reporting implementation, digital platform build, or ongoing portfolio support.
Price signal: $12K–$20K, confirmed against final scope before contracting.
Before beginning the diagnostic, most organizations can answer these questions immediately:
How many organisations and countries are in the portfolio?
Which reporting, board, annual-report, or strategy moment is approaching?
Can teams find and reuse credible evidence without rebuilding it each time?
Who owns each organisation’s website, communications, and reporting systems?
If these answers are unclear, the portfolio is likely carrying a shared capacity gap.
The diagnostic turns scattered evidence into clear priorities for action.
What It Covers
Narrative Capacity
Whether each organisation can explain its work clearly to funders, partners, communities, and the people it serves.
Website and Platform Capacity
Whether current digital platforms are credible, accessible, maintainable, and owned by a responsible team.
Evidence and Reporting Capacity
How evidence is captured, organised, reused, and translated into reporting that produces usable insight.
Ownership and Maintenance
Where responsibilities, workflows, skills, or vendor dependencies make communications difficult to sustain.
Portfolio Capacity Map
A documented view of strengths, recurring barriers, and organisation-specific needs across the sample.
Shared Standards
Practical standards for narrative, websites, evidence, reporting, ownership, and maintenance.
12-Month Roadmap
A sequenced plan showing what the funder can address across the portfolio and what each organisation must own.
A funder does not buy a collection of content deliverables. They buy a manageable, accountable way to improve communications capacity across a portfolio.
What It Looks
Like
A diagnostic engagement unfolds across three phases over three to four weeks with focused input from the funder and participating organisations.
Discovery
We confirm portfolio structure, interview the funder and a sample of grantees, and review current communications, evidence, websites, and reporting materials.
Assessment
We assess five to eight organisations against a shared framework and identify recurring barriers, ownership gaps, and practical priorities.
Delivery
You receive shared standards, a portfolio capacity map, and a twelve-month roadmap with clear funder and grantee responsibilities.
Timeline
3 to 4 weeks
Five to eight organisations assessed
Paid and clearly scoped
Confidential and structured
Book
the Diagnostic.
A paid three-to-four week assessment of communications, website, evidence, and reporting capacity across five to eight portfolio organisations.