PERFORMANCE VISIBILITY INSTITUTE (PVI)
Certified Performance Visibility Consultant (CPVP-C®)
Level III Course Outline
Enterprise Implementation, Advisory & Transformation

20-Hour Consultant Certification | First Edition

Designed for CPA firms, Fractional CFOs, HR consultants, GovCon consultants, business process improvement advisors, and transformation professionals.

EXECUTIVE OVERVIEW

Purpose of the CPVP-C® Consultant Credential

The Certified Performance Visibility Consultant (CPVP-C®) credential is the advanced consulting certification of the Performance Visibility Institute. It prepares advisors to implement Performance Visibility across client organizations, diagnose execution failures, design enterprise visibility architectures, lead executive adoption, establish governance, measure outcomes, and build recurring advisory practices around organizational performance visibility.

CPVP-C is intentionally not a software training course. It is a consulting methodology. Signal Playbook AI is treated as the enabling technology platform; the certification teaches the professional discipline required to transform client organizations through structured visibility, accountability, governance, decision intelligence, and sustained execution.

PROGRAM PROFILE

Program Element Specification
Credential Certified Performance Visibility Consultant (CPVP-C®)
Level Level III
Audience CPA firms, Fractional CFOs, HR consultants, GovCon consultants, business process improvement consultants, management consultants, and client advisory leaders
Duration 20 hours
Primary outcome Implement Performance Visibility across client organizations
Prerequisite CPVP-II or equivalent executive leadership, consulting, or advisory experience
Delivery Self-paced online, live virtual, executive cohort, or blended delivery
Assessment 120-question exam, practical consulting simulation, executive presentation, implementation roadmap, and client proposal

LEARNING OBJECTIVES

What Certified Consultants Must Be Able to Do

  • Position Performance Visibility as an executive advisory and transformation discipline.
  • Conduct client discovery interviews with CEOs, COOs, CFOs, HR leaders, and operational executives.
  • Assess organizational visibility maturity and diagnose execution failures.
  • Design enterprise Performance Visibility strategies, roadmaps, dashboards, reporting hierarchies, and governance frameworks.
  • Lead multi-site and multi-department implementations using the Performance Visibility Transformation Methodology (PVTM™).
  • Facilitate executive alignment, manage resistance, and guide difficult accountability conversations.
  • Build client-ready proposals, scopes of work, ROI cases, board presentations, and recurring advisory offerings.
  • Measure adoption, performance impact, client success, and continuous improvement over a 12-month engagement lifecycle.

 

20-HOUR CURRICULUM MAP

Module Sequence and Time Allocation

Module Title Time Consulting Outcome
1 The Trusted Executive Advisor 90 min Build executive trust and position Performance Visibility as an advisory service
2 Performance Visibility Discovery™ 120 min Conduct executive discovery and diagnose client pain points
3 Enterprise Visibility Assessment™ 120 min Score visibility maturity and identify gaps across leadership, culture, reporting, accountability, technology, and governance
4 Executive Transformation Strategy™ 120 min Develop roadmaps, quick wins, sponsorship plans, business cases, and success metrics
5 Enterprise Architecture™ 120 min Design reporting structures, dashboards, cadence, escalation paths, governance, and decision forums
6 Executive Implementation™ 180 min Run pilot, rollout, stabilization, training, adoption, and enterprise implementation
7 Executive Dashboards™ 120 min Design board, CEO, COO, CFO, HR, operations, and AI-enabled decision intelligence dashboards
8 Performance Visibility Governance™ 120 min Create policy, councils, standards, auditability, quality assurance, and continuous improvement mechanisms
9 Industry Implementation Playbooks™ 120 min Adapt the methodology to CPA, Fractional CFO, GovCon, healthcare, nonprofits, property management, and professional services
10 Million-Dollar Advisory Practice™ 120 min Package, price, sell, retain, and scale a Performance Visibility advisory practice
11 Enterprise Capstone™ 120 min Complete a comprehensive consulting case and board-level recommendation
12 Certification Assessment™ 60 min Complete readiness review and certification assessment expectations

PROPRIETARY METHODOLOGY

Performance Visibility Transformation Methodology (PVTM™)

CPVP-C teaches a standard implementation methodology for client engagements. The methodology allows certified consultants to move from executive discovery to measurable enterprise transformation with consistent deliverables, risk controls, and value realization.

  • Phase 1: Executive Discovery — Clarify strategic priorities, leadership pain points, reporting failures, decision bottlenecks, and executive success criteria.
  • Phase 2: Organizational Visibility Assessment — Score the client’s visibility maturity and identify gaps across leadership, communication, reporting, accountability, technology, AI readiness, and governance.
  • Phase 3: Enterprise Diagnostic — Diagnose root causes of execution failures, meeting overload, accountability breakdowns, weak KPIs, and delayed escalation.
  • Phase 4: Enterprise Architecture — Design dashboards, reporting hierarchy, escalation paths, governance forums, decision cadence, and adoption model.
  • Phase 5: Pilot Implementation — Launch in a controlled business unit to validate workflow, data quality, executive usefulness, and adoption readiness.
  • Phase 6: Executive Adoption — Equip leaders to act on visibility evidence, coach teams, remove blockers, and reinforce accountability.
  • Phase 7: Enterprise Transformation — Scale across departments, locations, and client functions with governance, training, support, and executive review.
  • Phase 8: Continuous Improvement — Measure adoption, outcomes, risk trends, maturity improvement, ROI, and quarterly optimization opportunities.

 

DETAILED MODULE SPECIFICATION

  1. The Trusted Executive Advisor

Duration: 90 minutes

Learning Outcomes

  • Define the consultant’s role in executive transformation.
  • Build credibility with CEOs, COOs, CFOs, HR leaders, and boards.
  • Frame Performance Visibility as a business outcome discipline rather than a software implementation.
  • Use executive psychology to manage trust, fear, politics, and expectations.

Core Topics

  • Trusted advisor model
  • Executive agenda mapping
  • Client relationship dynamics
  • Confidentiality and advisory ethics
  • Value-based consulting posture
  • Political awareness and influence without authority

Required Deliverables

  • Executive stakeholder map
  • Trusted advisor readiness checklist
  • Executive discovery interview script

Applied Exercise

Simulate a first CEO conversation where the consultant must uncover pain points without prematurely selling software.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Performance Visibility Discovery™

Duration: 120 minutes

Learning Outcomes

  • Conduct structured executive interviews.
  • Identify visible and hidden client pain points.
  • Map current reporting channels, meeting structures, escalation processes, and accountability practices.
  • Translate qualitative executive concerns into diagnostic hypotheses.

Core Topics

  • CEO, COO, CFO, HR, and department-head interview guides
  • Stakeholder listening techniques
  • Hypothesis-driven discovery
  • Pain point taxonomy
  • Current-state reporting map
  • Discovery synthesis

Required Deliverables

  • Executive discovery report
  • Client pain-point inventory
  • Current-state visibility map
  • Discovery synthesis memo

Applied Exercise

Complete a discovery worksheet for a fictional client experiencing missed deadlines, weak accountability, executive frustration, and inconsistent reporting.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Enterprise Visibility Assessment™

Duration: 120 minutes

Learning Outcomes

  • Assess visibility maturity using a structured scoring model.
  • Identify gaps across leadership, culture, reporting, meetings, KPIs, accountability, decision-making, AI readiness, technology, and governance.
  • Create an evidence-based maturity profile for executive review.

Core Topics

  • PVI Visibility Maturity Model
  • Five maturity levels
  • Diagnostic scoring
  • Root-cause pattern recognition
  • Maturity heatmaps
  • Assessment quality control

Required Deliverables

  • Visibility maturity assessment
  • Enterprise diagnostic heatmap
  • Gap analysis summary
  • Executive assessment scorecard

Applied Exercise

Score a multi-department organization and prepare an executive-ready maturity assessment.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Executive Transformation Strategy™

Duration: 120 minutes

Learning Outcomes

  • Build a 12-month Performance Visibility transformation strategy.
  • Identify quick wins, strategic risks, success metrics, sponsorship needs, and adoption priorities.
  • Translate diagnostic findings into a transformation roadmap.

Core Topics

  • Transformation thesis
  • Value creation logic
  • Quick wins vs structural changes
  • Executive sponsorship model
  • Transformation risks
  • ROI and business case development

Required Deliverables

  • 12-month transformation roadmap
  • Quick-win plan
  • Executive sponsorship plan
  • Strategic risk register
  • Business case

Applied Exercise

Develop a 90-day executive action plan and 12-month transformation roadmap for a client with poor execution visibility.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Enterprise Architecture™

Duration: 120 minutes

Learning Outcomes

  • Design the client’s Performance Visibility operating model.
  • Create reporting structures, dashboards, escalation paths, governance forums, and review cadence.
  • Balance standardization with client-specific operating realities.

Core Topics

  • Enterprise visibility architecture
  • Reporting hierarchy
  • Dashboard design principles
  • Escalation architecture
  • Decision forums
  • Role-based access and confidentiality

Required Deliverables

  • Enterprise architecture blueprint
  • Reporting hierarchy
  • Dashboard specification
  • Governance forum design
  • Escalation protocol

Applied Exercise

Design the architecture for a 500-person client with multiple departments, remote teams, and executive information overload.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Executive Implementation™

Duration: 180 minutes

Learning Outcomes

  • Lead a complete implementation from pilot through enterprise rollout.
  • Create communication, training, adoption, risk, and stabilization plans.
  • Manage implementation quality across client teams and locations.

Core Topics

  • Implementation phases
  • Pilot design
  • User onboarding
  • Change communications
  • Manager training
  • Adoption dashboards
  • Stabilization and support
  • Implementation risk management

Required Deliverables

  • Implementation plan
  • Pilot plan
  • Training plan
  • Communication plan
  • Adoption dashboard
  • Risk register
  • Stabilization checklist

Applied Exercise

Build a phased implementation plan for a multi-location organization moving from spreadsheets and email to weekly Performance Visibility.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Executive Dashboards™

Duration: 120 minutes

Learning Outcomes

  • Design dashboards that support executive decision-making.
  • Convert raw performance data into decision intelligence.
  • Prepare board, CEO, COO, CFO, HR, operations, and client-facing views.

Core Topics

  • Decision intelligence
  • Dashboard hierarchy
  • Leading and lagging indicators
  • Board reporting
  • AI executive summaries
  • Risk and blocker analytics
  • Outcome and morale interpretation

Required Deliverables

  • Executive dashboard wireframe
  • Board briefing template
  • Dashboard interpretation guide
  • Decision brief

Applied Exercise

Review six weeks of sample reports and create an executive dashboard narrative for a CEO.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Performance Visibility Governance™

Duration: 120 minutes

Learning Outcomes

  • Establish governance that sustains visibility quality.
  • Define policies, councils, standards, quality controls, review cycles, and continuous improvement mechanisms.
  • Protect fairness, confidentiality, data integrity, and ethical use.

Core Topics

  • Governance charter
  • Performance Visibility Council
  • Reporting standards
  • Data quality controls
  • Audit readiness
  • Role-based access
  • Ethical governance
  • Continuous improvement

Required Deliverables

  • Governance charter
  • Reporting standards policy
  • Quality assurance checklist
  • Council agenda
  • Continuous improvement plan

Applied Exercise

Draft a governance charter for a client with inconsistent reporting practices and weak executive follow-through.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Industry Implementation Playbooks™

Duration: 120 minutes

Learning Outcomes

  • Adapt the methodology to industry-specific pain points and operating models.
  • Identify sector-specific dashboards, KPIs, implementation risks, and messaging.
  • Build industry playbooks for client acquisition and delivery.

Core Topics

  • CPA firms
  • Fractional CFO practices
  • Government contractors
  • Healthcare and home healthcare
  • Nonprofits
  • Property management
  • Professional services
  • Technology companies

Required Deliverables

  • Industry diagnostic checklist
  • Industry dashboard template
  • Industry-specific implementation risk map
  • Vertical sales narrative

Applied Exercise

Select one industry and design a tailored implementation approach, dashboard, and executive value proposition.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Million-Dollar Advisory Practice™

Duration: 120 minutes

Learning Outcomes

  • Package and price Performance Visibility advisory services.
  • Build recurring revenue through implementation, quarterly reviews, and executive advisory retainers.
  • Develop proposals, SOWs, executive presentations, and client success models.

Core Topics

  • Advisory offer design
  • Pricing models
  • Proposal writing
  • Executive selling
  • Discovery-to-proposal conversion
  • Recurring retainers
  • Quarterly business reviews
  • Partner ecosystem development

Required Deliverables

  • Advisory service menu
  • Proposal template
  • SOW template
  • Pricing model
  • Client success plan
  • Quarterly review agenda

Applied Exercise

Create a client proposal for a 90-day pilot and 12-month advisory engagement.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Enterprise Capstone™

Duration: 120 minutes

Learning Outcomes

  • Apply the full CPVP-C methodology to a complex enterprise case.
  • Synthesize discovery, diagnostics, strategy, architecture, implementation, dashboards, governance, and advisory economics.
  • Prepare board-level recommendations.

Core Topics

  • Complex case analysis
  • Executive synthesis
  • Root-cause diagnosis
  • Transformation roadmap
  • Board presentation logic
  • Implementation risk and ROI

Required Deliverables

  • Client assessment report
  • Visibility maturity score
  • Transformation roadmap
  • Governance charter
  • Dashboard design
  • Board presentation
  • ROI analysis

Applied Exercise

Complete a full consulting case for a fictional enterprise with multiple business units, poor visibility, weak accountability, and executive frustration.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

 

DETAILED MODULE SPECIFICATION

  1. Certification Assessment™

Duration: 60 minutes

Learning Outcomes

  • Understand certification requirements, exam standards, capstone expectations, and professional conduct obligations.
  • Prepare for the 120-question exam and consulting simulation.
  • Confirm readiness to perform client engagements as a certified consultant.

Core Topics

  • Exam
  • Practical assessment
  • Professional conduct
  • Submission requirements
  • Evaluation rubric
  • Continuing professional education

Required Deliverables

  • Exam readiness checklist
  • Capstone submission checklist
  • Professional conduct acknowledgement

Applied Exercise

Complete final readiness review and identify any remediation areas before certification assessment.

Consultant Standard

A CPVP-C consultant must be able to translate this module into client-ready work product suitable for executive review, implementation governance, and measurable business improvement. The emphasis is not on completing templates; it is on exercising professional judgment, producing decision-ready analysis, and guiding clients toward sustained Performance Visibility maturity.

CERTIFICATION ASSESSMENT

Final Examination and Practical Consulting Assessment

The CPVP-C assessment is designed to test consulting judgment, executive advisory capability, implementation discipline, governance design, and professional ethics. Candidates must demonstrate more than knowledge recall; they must show that they can guide a client organization through real transformation.

Assessment Component Requirement Standard
Part I: Knowledge Exam 120 multiple-choice questions Minimum score of 80%
Part II: Enterprise Case Study Analyze a fictional client organization Evidence-based diagnosis and recommendations
Part III: Executive Presentation Prepare board-level presentation Clear executive story, risks, roadmap, and decisions needed
Part IV: Client Proposal Develop proposal and SOW Commercially credible and delivery-ready
Part V: Implementation Roadmap Design 90-day and 12-month plan Phased, measurable, and governance-enabled

CONSULTANT TOOLKIT

Required Toolkits and Templates

  • PVBOK® reference guide
  • Executive Discovery Toolkit
  • CEO, COO, CFO, HR, and department-head interview guides
  • Visibility Maturity Assessment
  • Enterprise Diagnostic Heatmap
  • Transformation Roadmap Template
  • Governance Charter Template
  • Dashboard Design Guide
  • Implementation Playbook
  • Change Management Plan
  • Training Plan
  • Risk Register
  • Proposal and SOW Templates
  • ROI Calculator
  • Quarterly Business Review Template
  • Industry Implementation Playbooks
  • Client Success Framework

POSITIONING STATEMENT

Credential Positioning

The Certified Performance Visibility Consultant (CPVP-C®) credential is awarded to professionals who demonstrate the capability to advise executive teams, implement enterprise Performance Visibility systems across client organizations, and lead measurable organizational transformation through structured discovery, diagnostics, governance, executive coaching, and evidence-based execution.

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