General Expectations Meeting:

This meeting is planned to meet with the client in order to identify the general areas where consulting or training is required.This meeting may be preceded by a formal proposal that outlines some of the training options, consulting options, and staff availabilities.

Initial Engagement:

At this meeting a basic proposal has been reviewed and there is a consideration being given to proceeding.  This session is designed to dientify in more detail what the customer requires to be accomplished in order to met their expectations. This is what we consider to be the "high level" deliverables: "We need training in the following areas"; "We would like you to develop a methodology for our project managers to follow";  "We would like you to prepare our project managers for an internal company certification"; etc.


Decomposition of Requirements (Expectations):

Once the overall categories are established we are then able to further decompose the requirements and determine exactly what deliverables are required in order to meet the customer expectations. This could be in the areas of training, methodology development, general consulting, etc. PM/Pros would normally treat this as the initial detailing phase of the engagement.  From this point forward PM/Pros should be able to define in detail what is expected from them or any other consultant in order to meet client expectations.  Once these are established in detail, the assignment of these requirements to a consultant or to a consulting company becomes an option of the client. 


Rolling Wave Consulting:

PM/Pros is committed to the process identified as “Rolling Wave Consulting”.  In this methodology, we do not attempt to define the entire consulting engagement up front for the client. We are firmly convinced that in most cases we cannot tell what will be required six months or a year away.  Until we are able to accurately define for the client what it is they need and what we can do in response we do not want to “guess” at the future.  We consider each of these accurate definitions as a “project” of their own.  PM/Pros is firmly convinced that a “no, we cannot help you in this matter” is much better than a “yes, we can do whatever you want, even if we can’t define it right now”, followed by failure.


Engagement Deliverables:

PM/Pros and the client will define in some detail what the client expects in the way of deliverables.  When PM/Pros completes these deliverables, and the customer signs off as having received and approved them, we will have completed an additional engagement milestone.  Some samples of the types of consulting we can offer are:

Launch a New Project

Create the basic organizational structure and plan components for a new project. The goal is to begin the planning process on the right foot and 'do it right the first time!'

Validate a Project Plan

Review and validate plans already developed for a recently launched project. The goal is to ensure that the project plan is thorough, complete nad workable.

Re-focus Efforts on a Project in Mid-Stream

Evaluate existing project plans and progress to date. The goal is to identify problem areas and determine appropriate strategies for refocusing plans and re-energizing the project team.

Work on Specific Problems

Analyze current problem situations to determine their causes and impacts. The goal is to gain a new perspective on any problems and to devise appropriate corrective actions.

Facilitate Focus Groups

Lead selected small groups through topic-specific discussions or exercises designed to: improve communication, build teams, develop effective reporting and briefing approaches, perform risk analysis / risk management, and improve estimating approaches.

Conduct a Project Audit

Review and evaluate a recently completed project. The goal is to identify and document information that may be relevant for future projects of a similar nature.

Re-engineer the Project Management Process

Analyze project workflow and information management. The goal is to create a project management support function that is an essential adjunct to strategic planners. This approaches integrates project management into the standard

Engagement Closeout(s):

After the client acceptance of all identified deliverables, the engagement is considered completed.  A final review meeting is conducted to ensure that all items have been completed in a manner acceptable to the customer.  PM/Pros will submit the final invoice for payment at this time.  During this meeting a subsequent meeting is scheduled for three months later with the client.  The purpose of this second closeout meeting is for PM/Pro to return, at no cost to the client, to review the status of completed activities and work product that was delivered.  The main purpose for this meeting is to insure that the delivered product or services continues to perform as expected after being exercised by the “end user” community for ninety days.