Chanda-Louise Oton Consulting
The workshop series is a hands-on collaborative process designed to unlock your business value.
The workshop series was completed and the final deliverable were released.
CLO Consulting workshop series begins Wednesday, 26th January and runs through Wednesday, 16th January. The agreed upon schedule is as follows:
W1 Define – 1/26, W2 Focus – 1/31, W3 Strategy – 2/2, W4 Risk – 2/9, W5 Operations – 2/16.
All workshops starts at 10:00 am with an estimated duration of 120 minutes.
We define the work to be done by confirming the scope of the project, and deliver a proposal based on the agreed upon scope of work.
Jan 10 - Jan 18
Jan. 10 – meeting initiated by client, Chanda O. to discuss current business case.
Jan. 10 – sent a email summarizing our discussion, the workshops overview and costs.
Jan. 17 – met with client to follow-up on the prospect.
Jan. 17 – sent a workshop series draft proposal and contract for client’s review.
Jan. 18 – response from client via text expressing interest to move forward.
Jan. 18 – sent the activation (kick-off) documents – proposal and contract to client.
The terms of the proposal and contract were reviewed and accepted. The contract was signed and retainer paid to activate this project – Chanda-Louise Oton Consulting workshop series.
Jan 18 - Jan 24
Jan. 22 – the client, Chanda O. signed the contract and paid the retainer.
Jan. 23 – the consultant countersigned and sent copy to client.
Jan. 23 – the project is activated.
Jan. 23 – sent calendar invites for each workshop.
Jan. 23 – invited client to secure communication channel for the series.
On Schedule – CLO Consulting workshop series begins Wednesday Jan 26, and is in progress through Wednesday Feb 16. On completing the series you will have a clear understanding of your business structure, and be able to manage your business towards your goals.
Jan 26 - Feb 16
Jan. 26 (completed) – Workshop 1 (W1) Define at 10:00am
Jan. 31 (completed) – Workshop 2 (W2) Focus at 10:00am
Feb. 02 (completed) – Workshop 3 (W3) Strategy at 10:00am
Feb. 09 (completed) – Workshop 4 (W4) Risk at 10:00am
Feb. 16 (completed) – Workshop 5 (W5) Operations at 10:00am
A 30 minutes virtual review will be conducted at when all the workshops are completed. The date and time will be determine after the final workshop (W5) on Feb 16. Scheduled for Feb 28 at 10:00 am.
Post review, all the materials used during the workshop series will be uploaded to the shared drive for you to download for your records.
Feb 28 - Mar 8