A global leader in delivering advanced metalworking fluids and services for the automotive, aerospace, metals, mining, machinery, offshore and beverage industries engaged PPT to assist with the development of a set of project management standards and templates to assist non-Project Manager resources to manage major initiatives for the executive leadership team. PPT examined and enhanced the information currently being collected and reported on for major projects, developed and delivered a 2 hour overview for the executive leadership team to seek buy-in and agreement. Then, PPT developed a one day customized project management training class for project managers and team members that provided hands-on exercises using current client projects in two key locations.


  • Enhance client’s current project charter and add additional project management templates
  • Provide 2 hour executive leadership overview session to gain approval
  • Develop and deliver a one day training class for project managers and key team members to improve project management capabilities and to drive consistency and efficiency across the group


  • Developed executive leadership team presentation and Keys to Project Management Success class
  • Developed Project Charter, Project Schedule, Risk Matrix, Communication Plan, Meeting Agenda, Meeting Minutes, Steering Committee Update, Action Item Log, Issues Log, Decisions Log, and Lessons Learned Agenda templates
  • Gained alignment across executive leadership team on what information was critical from a reporting standpoint and provided guidance on expectations for Steering Committee members going forward
  • Delivered two “Project Management Keys to Success” training sessions, receiving excellent course evaluation ratings overall and for making a difference in how the client will manage projects going forward