Our financial services industry project management experience

A Lost Penny Consulting professional led a small team which assisted the client in re-confirming the requirements, updating a business case, and developing a Program Charter and high-level Program Plan to replace and enhance the client’s financial systems, and to establish a framework and infrastructure for building future management information systems (MIS) capabilities. The Program was subsequently approved by the client executive.

Lost Penny Consulting was engaged to perform the recovery of a large complex program. The program objective was to launch a new product offering with a joint venture partner and the implementation of a national processing / call centre. A team of five Lost Penny Consulting professionals successfully delivered the program on time and within budget.

On behalf of a group of regulators representing jurisdictions across Canada, a Lost Penny Consulting professional advised the Project Sponsor and the Project Manager on the proposed governance structure and assisted in the development of a Project Charter for the first phase of a multi-year project to replace a national system.

On behalf of a group of regulators representing jurisdictions across Canada, a Lost Penny Consulting professional developed a procurement strategy and drafted a request for proposal (RFP) document to acquire services to potentially develop and replace a major national system used by the various provincial / territorial regulators by the organizations and individuals they regulate, and by the general public.

Lost Penny Consulting was engaged to conduct a 1:1 style coaching and mentoring program for the PMs, aimed at improving the project managers’ use of tools, templates and communication techniques. We also provided guidance on the use of ‘art’ skills and identified where the individual project manager’s capabilities could be improved. Recommendations on refining the utilization of project processes were also provided.

Lost Penny Consulting was engaged to assist the Project Management Office (PMO) to improve the effectiveness of their project management culture and capabilities. We performed a discovery exercise to identify and prioritize opportunities for improvement. We performed a ‘first impression’ level assessment of the capabilities of the project managers within the PMO. This qualitative assessment in terms of project management ‘science’ and ‘art’ also reviewed the PMO’s project management processes.

Lost Penny Consulting was engaged to provide project management for the international expansion of new offices. We assisted with managing the associated resources to ensure the project was delivered in accordance with the established schedule, budget and scope. We also assisted with the creation of the internal planning guide for future international expansion.

Lost Penny Consulting was engaged to implement a number of Change Management processes within a department of this organization. We provided advice on the processes and implemented the process framework to align with the needs of the department.

Lost Penny Consulting was engaged to provide project management and business analysis expertise to manage an internal restructuring project. We assisted with managing the associated resources to ensure the project was delivered in accordance with the established schedule, budget and scope. We also assisted with the redesign of the internal processes for this restructured organization.