Project Management Case Studies
Setting Up and Managing an In-House Media Production Department
The Light Brigade Trains Technicians in Fiber Optics Installation
Creating and Managing a Training Multimedia Production Department
Situation: I was hired as Media Group Manager to create, staff and equip this production department in two months. The department would oversee all editing of the current instructional manuals and PowerPoint presentations, upgrade and produced video tapes. Also, manage the website and develop a new line of interactive multimedia computer-based-training modules.
Solution: Working with the CEO Larry Johnson, I did a needs assessment for long-term production plans and defined needed equipment and staffing . I hired staff, purchased furniture and equipment. I hired a website development team to rebuild the 120-page E-Commerce website in two months.
Results: The Media Group was staffed and equipped within two months.
The Light Brigade Trains Technicians in Fiber Optics Installation
Creating and Managing a Training Multimedia Production Department
Situation: I was hired as Media Group Manager to create, staff and equip this production department in two months. The department would oversee all editing of the current instructional manuals and PowerPoint presentations, upgrade and produced video tapes. Also, manage the website and develop a new line of interactive multimedia computer-based-training modules.
Solution: Working with the CEO Larry Johnson, I did a needs assessment for long-term production plans and defined needed equipment and staffing . I hired staff, purchased furniture and equipment. I hired a website development team to rebuild the 120-page E-Commerce website in two months.
Results: The Media Group was staffed and equipped within two months.
Fixing A Broken Marketing Machine and Filling Workshop Seats Fast!
Funder's Choice Trains Real Estate Agents How to Do Short Sales
Situation: The mortgage meltdown had created an avalanche of home foreclosures and short sales. Banks and real estate agents were overwhelmed and clueless how to handle these lengthy and complex deals. Funders' Choice CEO Mike Kaminski, real estate attorney and mortgage broker, had just short sold my house in 60 days. He had a system to navigate the mortgage morass and felt compelled to teach it to other agents and banking brokers.
However, his marketing machine was nonexistant. He had a crippled website, no enrollment mechanism, a sophisticated email platform he did not know how to use, and his database consisted of over 100,000 miss-matched agent lists from a dozen sources in two states. Nothing worked either independently or together.
Solution: Mike hired me to bring order out of the chaos and manage the separate projects. I used all my organizational, technical, and creative skills to prioritize the tasks, break down the steps, secure the resources, collaborate with technicians, create the training materials and the email campaign.
(1) Create a training materials for his course "The Short Sale Field Guide. "[see case study below]
(2) Work with his Joomla guru to create a website with a shopping cart to promote and sell his workshops,
(3) Work with multiple email delivery platforms to vet email records from disparate databases.
(4) Work with Infusionsoft trainers to structure an effective email marketing campaign.
(5) Write an email campaign to fill seats in a series of workshops to teach more than 700 agents and mortgage brokers in two states.
(4) Assist at the workshops with registration and distribution of the materials.
Results: Every workshop was filled beyond capacity by grateful agents and bank brokers. The campaign filled over two dozen classes held over 60 days and Funders' Choice generated $68,257.
Funder's Choice Trains Real Estate Agents How to Do Short Sales
Situation: The mortgage meltdown had created an avalanche of home foreclosures and short sales. Banks and real estate agents were overwhelmed and clueless how to handle these lengthy and complex deals. Funders' Choice CEO Mike Kaminski, real estate attorney and mortgage broker, had just short sold my house in 60 days. He had a system to navigate the mortgage morass and felt compelled to teach it to other agents and banking brokers.
However, his marketing machine was nonexistant. He had a crippled website, no enrollment mechanism, a sophisticated email platform he did not know how to use, and his database consisted of over 100,000 miss-matched agent lists from a dozen sources in two states. Nothing worked either independently or together.
Solution: Mike hired me to bring order out of the chaos and manage the separate projects. I used all my organizational, technical, and creative skills to prioritize the tasks, break down the steps, secure the resources, collaborate with technicians, create the training materials and the email campaign.
(1) Create a training materials for his course "The Short Sale Field Guide. "[see case study below]
(2) Work with his Joomla guru to create a website with a shopping cart to promote and sell his workshops,
(3) Work with multiple email delivery platforms to vet email records from disparate databases.
(4) Work with Infusionsoft trainers to structure an effective email marketing campaign.
(5) Write an email campaign to fill seats in a series of workshops to teach more than 700 agents and mortgage brokers in two states.
(4) Assist at the workshops with registration and distribution of the materials.
- Website: I worked with Joomla website designer to streamline the marketing funnel, wrote content, and set up the shopping cart to enroll agents in over 40 workshops.
- CMS Operations: Coached by an Infusionsoft technician, I crushed the CMS to learn how to implement multiple email campaigns to segmented lists.
- Database: Working within the guidelines of multiple email distribution platforms, I vetted over 40,000 email records from mixed databases through three platforms, consolidated and remapped the valid addresses, then migrated them into Infusionsoft to form geographically segmented lists.
- I then added major banks to the list with an invitation to send their brokers to the workshops, and asked them to distribute the workshop schedule to their branches. They were thrilled to do so!
- Emails: Wrote email sales copy and launched multiple staggered direct response email campaigns, ran analytic reports, and tweaked the campaign to improve responses.
Results: Every workshop was filled beyond capacity by grateful agents and bank brokers. The campaign filled over two dozen classes held over 60 days and Funders' Choice generated $68,257.
Email Campaign to Pre-Sell A Book Series Generates 4% Conversion Rate
Lighthouse Publishing Group Trains Stock Market Trading Strategies
Situation: I was Senior Book Editor for Lighthouse Publishing Group, a niche publisher of books on stock market trading, investing, and wealth management. The parent company conducted training seminars nationwide and maintained a private membership in the thousands. My job was to edit and ghostwrite for a stable of writers, and create marketing campaigns to promote their books.
The Challenge: I had 90 days to promote and pre-sell a Special Collectors' Edition Series of five books by our primary author over the Christmas holiday. We had the same 90 days to update and repackage four existing titles and write a new title.
Solution: For the marketing I wrote two sets of direct response sales letters. The first series went out to approximately 5,000 existing customers. I vetted and purchased a list of 15,000 triple-opt-in prospects and wrote an email series directed to these potential new customers. I worked closely with the IT team to ensure the campaigns were launched and monitored properly.
Result: This direct response internet campaign generated a 4% rate in response and sales.
