Expert Consulting
Efficient Project Management

 

How We Get Started

No Cookie Cutter Solutions

No one-size fits all proposals. Our high level process begins with getting to know you, your company and your high level goals and objectives. We dig deep to ascertain your expectations, the parameters of your project, and the characteristics of the corporate environment in which is must succeed.

Many projects falter mid-stream because project managers launch into the details of the project without first assessing the big picture. We make this our priority. From there, the best practices-driven process we create will be designed to:

  • Reflect your strategic objectives
  • Thrive within the environmental realities of your organization
  • Meet (or exceed) your benchmarks for success

Discovery Session

All our sessions are value driven, built on best practices and focused on results. In our initial Discovery session, we work with the project executive sponsor to understand the high level goals and objectives for your department and organization. Missing this step could mean a project that meets schedule, scope and budget goals, but misses the mark in forwarding the organization’s strategic goals.

This one hour session helps us understand your short, medium and long term goals. We also work to understand your criteria for satisfaction and the dangers, opportunities and strengths we need to take into account.

Deliverable

  • Discovery session report

Project Readiness

There are two main objectives of the Project Readiness Session. The first is to clearly establish the environment in which the project must succeed. We discuss factors such as:

  • how the organization currently manages projects
  • whether projects have been successfully executed in the past
  • how open and prepared people are for change.

These can have dramatic impacts on the approach and time required for the project.

The second objective is to engage and gather the input of key people in your organization. These individuals will also assist in assessing our services and ensuring fit with your organization.

Deliverable

  • Project readiness report

Draft Charter Session

The Draft Charter session provides you the opportunity to begin your project with a comprehensive charter. We charge a flat rate for this workshop and you can invest an initial payment, without committing to any other downstream fees. In the Draft Charter session, we work with your key internal staff to develop the first draft of the charter.

We document high level scope, time-line and budget information as well as assumptions, dependencies, risks and other critical project information.

Deliverable

  • First Draft of Project Charter

Project Proposal Presentation

Our proposals are grounded with:

  • In-depth research and analysis of your corporate goals
  • Your corporate environment
  • Your benchmarks for project success

We place the spotlight on custom solutions to meet your unique objectives. And we place more emphasis on this, than on detailing our own competencies.

Our client-centric approach means it is all about you and your company. It is only after we thoroughly understand your needs, requirements and the environment in which the project must succeed that we present you with a carefully crafted proposal that accurately reflects the work required.

Deliverable

  • Project proposal