1. Resources
   1. New Hires
      1. Immediate
         1. Development Lead
         2. Sr. Developers (2-3?)
         3. 1 PM Chicago
         4. 2 PMs Denver
      2. W/in 6 months
         1. PD
         2. TQA Lead
      3. W/in 1 year
         1. Graphics Designer
   2. Resourcing/staffing for projects
      1. Form Working Group
         1. Include Chicago Staff
         2. Plan for contingencies
            1. Shifting milestone dates
            2. Limited resource pool
            3. Contractor model limitations
      2. Determine effective staffing levels
      3. Long-term staffing supported by revenue projections (see WorkForcePlan.xls)
         1. PDs=$2MM revenue
         2. PMs=$500K revenue
         3. Balance w/ Tiger Team concept
            1. What is the right size for a Tiger Team?
      4. Communicate staffing strategies
   3. Transition Plan
      1. Transfer Joe's programs to Dianne/Eric
      2. Transfer Dianne's projects?
      3. Transfer Eric's projects?
   4. Onboarding
      1. HR Process
      2. Core onboarding
         1. PMO process
         2. Understanding functional areas
      3. Role specific
         1. Supervisor process
         2. Managing Director Process
2. Portfolio Alignment
   1. When does this process take place?
   2. Identify criteria for prioritizing projects
      1. Identify stakeholders
      2. Solicit input from stakeholders
      3. Stategic alignment
         1. Microsim
         2. Channel partnership
         3. Fortune 200
         4. License model
         5. Legacy client work
      4. Revenue/profit
      5. Timeline
   3. What does it mean?
      1. For high priority projects/programs
      2. For low priority projects/programs
   4. Who decides?
      1. Heirarchy for decision making
         1. Create recommendation
         2. Get MD feedback/approval
   5. Communicate process
   6. Formalize process
3. OPs Communication
   1. Develop dashboard
   2. Quarterly communcation plan
   3. Monthy updates
   4. Progress reports for initiatives
      1. Updated needed by Sept 1
4. Policies/Procedures
   1. What is a policy/procedure?
   2. Where do p/p's reside?
   3. Create a list of current p/p's
   4. Top to bottom review of p/p's needed?
      1. Do a review of PMO, Finance, and HR p/p's
5. Project Success Measures
   1. Determine desired behaviors
      1. Understanding delayed effects
      2. No blank slating
      3. Early internal/external convergence
      4. Follows Engagement Lifecycle
      5. No gold plating
      6. Fewer death marches
   2. Evaluate current measures
      1. Utilization
      2. Schedule/milestone performance
      3. COGS performance
      4. Client satisfaction
   3. Determine how to support desired behaviors
   4. Revise/replace measures
6. Roles and Responsibilities
   1. Create org chart
   2. Prioritized list
      1. Director
      2. OPs
      3. PMO
      4. Project leaders
      5. Functional areas
   3. Measures
      1. MD
      2. PD
      3. PM