Is this you?
You're trying to decide if you can successfully move on from full-time executive roles
You keep hearing “portfolio career” and you want to do it properly – not just drift into whatever turns up
You've defaulted to “I’ll get Board roles” without testing if that’s realistic, desirable or sufficient
You want more impact, more flexibility and more alignment with your values in this next chapter
You're busy now,
but you know
not planning your next move will cost you time, money and opportunities later
If that sounds familiar, you’re exactly who this was designed for.
What you’ll get from it
The Portfolio Planning learning module will give you:
- Your unique definition of a portfolio career – not someone else’s version or the one you think you should have
- An objective comparison of all your options, using my proprietary decision matrix to make trade-offs consciously
- A shortlist of 3–4 portfolio options that genuinely fit your skills, appetite and circumstances
- A grasp of your portfolio “pie” – the right combination of work, income and support activities to fit your revenue and time goals
- A clear action plan and timeline – so you don’t seem vague and indecisive when you talk to recruiters, peers or potential collaborators
You’ll take away true clarity and a path forward – not just more ideas.
This is the exact process I use with my VIP 1:1 clients when they’re first starting to design their portfolio careers.
Across six highly focused lessons
We’ll move from possibility to plan:
1. Your Goal – Get clear on your goal
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Challenge your default thinking of “boards" or "consulting"
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Understand the primary goal for completing this module
2. Your Roadmap – See the path ahead
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Understand the steps we’ll take through this module
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Plan when you'll complete each lesson inside the module
3. Your Ideal – Know what you want
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Explore 23 distinct options for your portfolio career
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Define what each option actually means to you
4. Your Pie – Design your portfolio mix
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Put your preferred options into a “pie” to bring your vision into reality
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Test your pie against two key lenses and one critical frame
5. Your Plan – Create your action plan
- Turn all your thinking into a private working document
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Decide your preferred timeline for your transition
6. Your Action – Start moving
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Identify the small, low-risk actions that build momentum
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Reduce the “ramp-up time” when you’re ready to move
What’s included
This Portfolio Planning module includes:
- Video lessons with me that guide you step-by-step through each stage of the process
- Full transcripts for every video if you prefer to read
- A detailed Worksheet for the complete module, available as both
- an editable Google Doc
- a downloadable PDF if you prefer to print it and use a pen or complete it on a digital device
- Unlimited access for 365 days from your date of purchase
The module structure and lesson design has been carefully developed with instructional designers to ensure optimal learning outcomes.
The lessons are bite-sized so you can make tangible progress, even when your time or energy are very limited.
Why this – and why now
Portfolio careers are more self-directed than traditional roles.
There’s no HR partner mapping out your next move. You’re responsible for your own strategy.
Avoid drifting aimlessly and grabbing whatever opportunity arrives first
Stop saying “I’ll wait until I’m ready to leave” (you'll be well behind)
Shorten the low or no income phase by doing your thinking and planning upfront
If you know a change is coming – whether in a few months or in a few years – this is the work that will make that transition faster, cleaner and more aligned.
Who this is for
This module is ideal for:
- Senior executives and C-suite leaders
- Business owners stepping away from day-to-day operations
- Senior public servants and leaders in complex organisations
- Professionals who want to design a multi-strand portfolio career with intention, not as an afterthought
- Those already in a portfolio career but finding it lopsided or challenging
It is not for:
- People fixated on “How do I get onto Boards?”
- Anyone who prefers to be passive and reactive
- Those who avoid taking action
You bring your experience and ambition. The module gives you the structure, questions and tools.
About Wendy
Wendy Pavey works with senior business leaders and corporate executives to build portfolio careers that are deeply rewarding. Her work intersects your brand, profile and network – helping you be seen, valued and rewarded for your abilities and achievements.
Her proprietary approach is:
- Based on nearly 15 years of experience as an Executive Brand Strategist working with successful leaders like you
- Informed by a three decade career in brand-based marketing and communication
- Pragmatic and commercially aware
- Direct, honest and free of jargon and fluff
How it works
1. Purchase the module
Get instant access to every lesson and resource, so you can take action right away.
2. Work through at your pace
Complete the module in one focused session or spread it over a longer period.
3. Use the Worksheet
Capture your thinking on the Worksheet so you can track the progress of your plan
4. Revisit over the year
Review as and when your appetite, opportunities or timing change and evolve.
Your investment
My one-on-one clients typically pay upwards of $5,000.00 to work through the portfolio planning process with me. I developed this module specifically for people who are being mindful of minimising costs as you prepare to leave your full-time role.