Business + Project Portfolio
Where you are. What already exists. What is getting in the way. What you are building toward.
Before we begin building what comes next, we need an honest picture of where you are beginning.
Your Business + Project Portfolio is designed to capture more than information about your business. It will document the business as it exists today, the assets you have already created, the numbers behind what you are building, the possibilities you see ahead, and the strategic and internal barriers that may be affecting your ability to move forward.
Some questions will ask you to write. Some will ask you to gather information. Some will require you to work with your numbers. And at several points, I will simply ask you to talk to me.
There are no polished answers required here.
The value of this Portfolio depends on your willingness to document what is actually true—not what you think should already be true.
This is your starting point.
At the end of The Blueprint™, you will return to this Portfolio.
You will see what existed when you began. What you did not yet know. What you believed was standing in your way. What you wanted to build. What the numbers looked like.
And then you will document what changed.
Before You Begin
Do not plan to complete this Portfolio in one sitting.
Give yourself several days.
Some sections can be completed immediately. Others may require you to find information, review financial records, revisit something you created, calculate a number, or simply think.
That is intentional.
This is not an application. It is not a test. And there is no advantage to completing it quickly.
As you work
Your written responses will save automatically in the browser and device you are using.
However, browser storage should never be your only copy of this work. If you change devices, clear your browser data, or use a different browser, your saved responses may not appear.
Throughout the Portfolio, you will be able to:
SAVE MY PROGRESS
Save your current work on this device.
COPY MY RESPONSE
Copy an individual written response when you want your own working copy.
DOWNLOAD MY PORTFOLIO
Create a copy of everything you have completed so far.
When your Portfolio is complete, you will submit a final copy to Dr. Nicole.
Before You Close Your Portfolio Each Time
✓ Make sure your most recent responses are saved.
✓ Download your current Portfolio so you have a backup copy of your work.
✓ Save the file somewhere you can find it again.
✓ Print a copy if you prefer to work from paper.
When your Portfolio is complete:
✓ Submit your completed Portfolio to Dr. Nicole.
Your final Portfolio should be completed and submitted before your first private coaching session.
One more thing before you begin.
You will encounter questions you cannot answer.
Do not guess simply because you think you should know.
“I don't know” is useful information.
Knowing what you do not yet know is part of establishing an honest baseline.
Your Blueprint™ Portfolio
Ten parts designed to help you understand the business you have, the business you want, and what may need to change between the two. Move through the Portfolio at your own pace. Each Part opens independently so that you can focus on one area at a time, save your work, and return later without navigating through one long page.
This final step is separate from Parts I–X. Return here after you have completed as much of your Portfolio as possible and are ready to review, preserve, and submit your starting-point record.
You have established your starting point.
You began this Portfolio to document what is true before we begin deciding what comes next. You have now examined your business from multiple angles: what exists, what has value, how money enters the business, what your Vision Point requires, what the market has demonstrated, what may be constraining movement, what patterns appear beneath the work, and what role you are creating for yourself as founder.
Some answers may feel definitive. Others may have created new questions. There may be places where your answer is simply “I don't know yet.” That is not an incomplete Portfolio. That is part of the baseline.
Take one final look.
As you review, ask whether your answers sound like you, whether you answered from where you are rather than where you think you should be, whether you minimized anything uncomfortable, and whether you clearly distinguished assumptions from evidence.
Capture what you believe right now.
You will read this again.
If The Blueprint™ works extraordinarily well for you, what will be different when we reach the other side?')}
Help me prepare for our conversation.
Create your permanent and working copies.
The final automated email/submission routing will be connected when the Blueprint intake workflow is linked to the coaching system. Your saved browser data and downloaded copies remain available independently.