Investment Organization Build-Out Plan
This plan shows executives the tasks required to build a new organization of highly-skilled financial professionals to serve a new investor market.
Industry Applications
- Planning for significant financial events such as IPOs or mergers and acquisitions
- Understanding the major events that drive the performance of an investment portfolio
- Executive-level presentations on the steps required to invest in a new region or technology
- Managing projects involving complex enterprise financial systems
- Assessing the impact of schedule changes and the risks they present to overall program performance
Sample Banking, Finance, and Insurance Projects
The following charts are examples of program and project timelines used by financial services firms and insurance companies:
Venture Capital Portfolio Timeline
This timeline shows the history of capital infusion for all of the companies in a VC firm's investment fund, including level of participation and liquidity events.
Initial Public Offering Schedule
This schedule shows a technology company's plan to evaluate and complete an initial public offering on a US stock exchange.
IT Upgrade of Financial System
This Gantt chart shows the schedule and risks for a multi-month upgrade of an enterprise financial system by a company's IT department.
Leasing Futures Plan
This project plan illustrates an investment firm's entry into a new international futures market, and includes all of the due diligence required to begin operations.
Regional Branch Bank Expansion Program
This program summary gives bank executives a high-level timeline for its retail banking division's expansion into new regions.
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