Tuesday, June 28, 2022, 1:00 – 2:00 PM ET
Presented by Pat Chase, Enterprise Solutions, BRAYN Consulting
Knowing how to manage projects, no matter how big or small, is key to having successful clients,
projects, employees, and a profitable firm. Beginning with the first discussion of potential work to the
close out meeting, PM’s have a lot on their plate.
We will discuss how to plan a successful project, what documentation is needed -for your client, for the
project plan and for accounting. The importance of budgets, how to make communication within the
entire team a priority, keeping review processes as a priority, invoicing and finally the close out of the
project. This is a great place to begin the discussion on how to avoid Scope Creep.
Learning Objectives:
1. Learn how to plan and execute the Project Scope, Budgets (hours, dollars), Timeline
2. Learn the When, What and Who of Project Review
3. Understand why Project Close is a critical step in Project Management
4. Understand why a Budget is key to a successful project and how to organize your budget
Pat Chase joined BRAYN Consulting in January 2021 as Enterprise Solutions Manager. Pat was Controller for a 250-person Civil Engineering firm in Oregon for the past three years. By improving business practices, Pat incorporated improved Project Management processes such as Project Backlog reporting for insight into the future and improved billing cycles by decreasing the cycle by 14 days.
Pat has over 21 years’ experience working with A/E clients with Axium/Deltek as a Principal Enterprise Consulting Architect, guiding clients through the implementation/conversion process to ongoing Project Management consulting to Business Practice improvement. Pat led a team of Professional Service Consultants, providing support, education, and improved practices, enabling clients to become more aware of their business needs and make the work easier and more efficient.
Pat’s experience will allow BRAYN to provide a high level of Enterprise Solutions to our clients to introduce additional business solutions from internal reporting to Project Management. Pat attended the University of Arizona and graduated from the University of Phoenix with a BSBM/BA. She is an avid Arizona Wildcat, enjoys visiting the fantastic wineries in the Willamette Valley, and enjoys travel anywhere – as long as there is great music, food, and friends.