This is the framework I utilize when engaging consulting projects.

1. Brian Wertz’s Project Management Framework
• Understand Customer’s pain: What problem are we trying to solve?
• Agree on aims & deliverables: who, what, where, why, how, when
Define • Set parameters for: timing, cost, roles & responsibilities, governance
Scope
Continuous Recalibrations
• Create project plan: team, timeline, activities, resources, budgeting
• Design required solution to solve the Customer’s problem
• Communicate project plan to all stakeholders
Planning &
Design
• Team delivery of project plan
• Test project implementation to ensure successful integration
• Monitor all aspects of project plan to ensure quality and delivery time
Execution • Establish training & modes of continuous support for Customer
• Review and report project performance with Customer
• Understand additional problems worthy of new consulting business
Project
Closing