Creating an Executive Services Pilot Project Plan

0 followers
0 Likes

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/

0 Replies
Reply
Subgroup Membership is required to post Replies
Join ECE - Equity Compensation Experts now
Bill Dillhoefer
over 11 years ago
0
Replies
0
Likes
0
Followers
569
Views
Liked By:
Suggested Posts
TopicRepliesLikesViewsParticipantsLast Reply
Restricted stock, RSUs, and Restricted Securities: What to Know
Bruce Brumberg
about 4 years ago
00122
Bruce Brumberg
CEP Level 1
Sabena Mir
over 4 years ago
00196
Sabena Mir
over 4 years ago
Webinar on Financial Planning With Stock Comp
Bruce Brumberg
over 4 years ago
00180
Bruce Brumberg
over 4 years ago