Sample Project Structures

Situation + Objective

An organization sees an opportunity to use AI in a recurring workflow. The project is intended to clarify where AI can help while keeping human judgment visible.

Project Scope

The work may include reviewing the current workflow, identifying useful AI support, and testing a revised process.

It does not assume enterprise implementation, custom engineering, or organization-wide transformation.

Deliverables + Responsibilities

Penny may provide a workflow recommendation, a tested process, and practical guidance.

The organization provides access to the people, workflow information, and approved tools needed for the work.

Project Sequence + Success

Understand → Test → Complete

Completion may be recognized when the revised workflow is usable and its review points are clear. Final timing depends on the actual need.

Commercial + Protection Terms

Work outside the agreed scope requires review and written approval. Confidential information remains protected under the final agreement.

Client-specific materials and pre-existing PTU or Founder intellectual property remain distinct.

Situation + Objective

An important priority is slowing down because ownership, decisions, or follow-through are unclear. The project is intended to create a workable path forward.

Project Scope

The work may include examining the current process, clarifying decision authority, and designing a revised workflow.

It does not assume a full operating model redesign or a large documentation program.

Deliverables + Responsibilities

Penny may provide an ownership structure, a revised workflow, and an action structure.

The organization provides access to the people and current process information needed to understand the work.

Project Sequence + Success

Clarify → Redesign → Put in motion

Progress may be recognized when ownership is understood and the revised workflow can move without avoidable escalation. Final timing depends on the actual need.

Commercial + Protection Terms

Work outside the agreed scope requires review and written approval. Confidential information remains protected under the final agreement.

Any approved methods are used within the defined engagement.

Situation + Objective

An organization has a goal or body of expertise that needs to become usable learning. The project is intended to create a clear experience people can carry into practice.

Project Scope

The work may include clarifying the learning goal, shaping the sequence, and developing essential participant materials.

It does not include a full curriculum library or production asset suite unless specifically approved.

Deliverables + Responsibilities

Penny may provide a learning structure, participant materials, and facilitator guidance.

The organization provides subject knowledge, participant context, and timely review.

Project Sequence + Success

Understand → Shape → Prepare

Completion may be recognized when the learning experience is coherent and ready for its intended setting. Final timing depends on the actual need.

Commercial + Protection Terms

Work outside the agreed scope requires review and written approval. Confidential information remains protected under the final agreement.

Selected PTU frameworks may be incorporated when appropriate and approved.