2. About Us
Thank you for your time. I am a Principal Consultant for Pen To Pad
Co., an IT and technology consulting firm founded in 2005. We have
been providing leading edge business, management and technical
consulting services to a diverse clientele base including: Startups, IT
Management, Entrepreneurs, Angel Investors and Venture
Capitalists. Industry experience include: Energy Sector, Engineering
and Land Surveying, Government (NASA, DOD & DOE), and Banking
& Finance. What sets us apart is our diverse background and
approach, which helps us provide innovative insights.
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Freelance Technology Tree
Group
NextTech
Technology
Lipps & Associates GWR Research Calpine Endeavor Exchange
Executive /
Management
Business
Technical
SERVICES:
= Available Service
= N/A
3. Project Outline
Project Status | Page 2 of 7
Risk Assessment
Long Document
Business Case
Long Document
Initiation Worksheet
Opportunity
Business Case
(Summary)
Known
Stakeholders
Proposed
Project Team
Estimated
Schedule Basis
Estimated
Budget
Known In
Scope / Out Of
Scope
Known
Dependencies
Assumptions
Known
Constraints
Risks
(Summary)
CompletePlanningInitiation Execution
4. Project Outline
Project Status | Page 4 of 7
CompletePlanningInitiation Execution
Approve Charter (Now Project Plan)
Project Charter
Priority Business Case Mission WBS Scope Approach Executive Summary
Project Schedule Analysis
Schedule Critique Risk Assessment Review Task/ Resource Analysis Identify Acceleration/ Optimization
Demand Management Analysis
Identify Proposed Resources Review available hours for Project & Schedule
Design
Design Workshop Interviews Workflow Analysis Wireframe Design Follow-up meetings Design Chosen
Requirements Gathering
Interviews Req. Workshop Follow-up meetings
5. Project Outline
Project Status | Page 6 of 7
CompletePlanningInitiation Execution
Project Performance & Control
Review Status @ Regular
Intervals
Compare Performance to
Plan
Adjust Schedules to Keep
on Track
Communicate Adjustments
to Stakeholders
Project Launch Meeting
Teams Informed of Responsibilities Task Assigned to Resources
6. Project Outline
Project Status | Page 7 of 7
Project Close
Project Tasks
Complete
Project Close
Report Complete
(Highlight
Successes &
Lessons Learned)
Submit for Approval
Client Approves
Project Outcome
CompletePlanningInitiation Execution
