Creating an Executive Services Pilot Project Plan
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No matter how big or small your advisory firm is, if you want to develop a successful executive services offering it is prudent to start with a pilot project and a documented plan. Here is a list of items that should be included in the plan. Keep in mind that project stakeholders need to be involved in the development of the pilot plan and once completed, a project manager will be needed to implement it.
http://blog.stockopter.com/2013/04/creating-an-executive-services-pilot-plan/
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