Project Dashboard
Chanda-Louise Oton Consulting
Workshop Series
The workshop series is a hands-on collaborative process designed to unlock your business value.
Status
Completed
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.
Phases
Scope
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.
01
Notes
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.
Activation
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.
02
Notes
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.
Development
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.
03
Notes
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
Review
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.
04
Notes
Feb. 16 – Virtual review meeting is scheduled for Monday 28th, February at 10:00 am.
Feb. 28 – Virtual review completed
Mar. 3 – Deliverables released
Mar. 8 – Final files released
Deliver
Post review, all the materials used during the workshop series will be uploaded to the shared drive for you to download for your records.
05
Notes
Mar 8. – Final files and invoice remitted