1. Presented by momentum, inc.
Return On Investment Strategic Initiative
Presented by momentum, inc.

2. Structure of Our Deliverables
Agenda
Goals and Objectives
Outcome Measures
Structure of Our Deliverables
Project Schedule and Timeline
Topic Selection For Case Studies
Team Duties and Activities
Project Task Assignment
Communication Structure
Meeting Frequency
Status Updates
Open Discussion

3. ROI SI Goals: Goals and Objectives
Identify and highlight the return on investment Momentum provides within slices of our core service offerings to the clients and industries we serve
To be able/to provide tools to articulate that value/return on investment to a varied audience during different sales/learning opportunities

4. ROI SI Objectives: Goals and Objectives
Develop a template to use for case studies that highlight Momentum's service offerings 
Develop 4 case studies around our core service offerings in the following areas:
Management Consulting
Process Improvement
Project Management
Implementation Support
Present the developed case studies internally within Momentum and external audiences (To Be Determined)

5. Outcome Measure: Goals and Objectives
Case studies are developed on time per the project schedule and meet the approval of the Project Sponsor

6. Project Schedule and TimeLine
ROI SI Project Plan
Initial Project Structure and Support Task
Project Plan is Divided Into 2 Sprints
Each sprint will contain 2 Case Study Deliverables
Sprint 1 – Case Studies 1 & 2
Scheduled to begin on 2/1/2012 and end on 6/18/2012
Sprint 2 – Case Studies 3 & 4
Scheduled to begin on 6/19/2012 and end on 11/4/2012

7. Topic Selection for our Case Studies
Momentum Core Service Offerings
Management Consulting - ???
Process Improvement – Business Analysis
Project Management – Project Management
Implementation Support - ???
What types of topics do we want our case studies to focus on within Momentum’s Core Service Offerings?

8. Team Duties and Activities
Defining Scope and Measures for the Case Studies
What do we want to include for the topics selected
What types of ROI measures are appropriate
Conducting Research and Gathering Information
Conducting Interviews, as needed, with internal and external resources
Identifying and finding information that supports the case study being developed
Case Study Development and Creation
SI Team Divided into Two Teams for Each Sprint
One team per case study

9. Communication Structure and Frequency
A few additional Items
Examples of Content
Template structure and organization
ITIL Case Study Example
Communication Structure and Frequency
Meeting frequency
Monthly Status Updates from Team Leads to PM
Open Discussion