Project Portfolio

A few projects Kelly has managed.

NOTE: For confidentiality reasons, this list may not appear up-to-date.

Speech Data Collection for crowdsourcing AI company and Fortune 500 client

About the Project: The company had a series of established clients seeking speech data for AI training and research. After trusting suppliers, the company found a need for in-house collection to mitigate under-delivery risks.

Timeline of Events

1. Conception & Initiation
   • Conduct needs assessment and project minimum data files for delivery
   • Document the feasibility of running the operation out of the current location, and analyze the technical, financial and operational requirements
   • Meet with company stakeholders to align on objectives, budget, and expected outcome
2. Definition & Planning
   • Secure and set-up the proper technology, work-for-hire commitments, and marketing needs
   • Prepare all materials for booking including study and eligibility details
   • Scope project risks and assumptions and constraints of talent procurement
   • Prepare all legal documentation for seamless delivery to high-risk clients
3. Launch or Execution
   • Recruit voice talent based on user persona creation (scenario, goal, acceptance criteria)
   • Set schedule for sound engineers, editing and delivery
   • Safe and ethical storing of all metadata
4. Performance & Control
   • Monitor performance of the data collection process, including adjusting recruitment for accurate data samples
   • Update stakeholders on daily reports, including file delivery and financial management
   • Establish KPIs for contracted sound engineers to complete high-quality recordings and edits in a timely manner
5. Close
   • Talent feedback forms to identify areas of improvement for next client collection
   • Ensure all unnecessary metadata is destroyed per company ethics policy
   • Analyze the efficacy of different marketing campaign in talent procurement

Pre-seed Investment Round, B2B SaaS Company

About the Project: The startup had an in-depth feasibility phase, and needed to grow into the investment stage. This required preparation for due diligence and criteria for venture capital and angel funding.

Timeline of Events

1. Conception & Initiation
   • Research essential data to provide a detailed market analysis and segmentation, competitor analysis, SWOT analysis, and pro formas
   • Create a comprehensive business plan
   • Identify potential funding sources
2. Definition & Planning
   • Create a compelling pitch deck with minimal jargon for the investment audience
   • Finalize pro formas and get a pre-money valuation
   • Scope risks and assumptions for road-mapped MVP
   • Prepare stakeholder and investor communication materials
3. Launch or Execution
   • Complete funding requests and grants
   • Schedule pitch meetings, networking events, and public seminars
   • Prepare trackers for investment status and active MVP project budget scopes
4. Performance & Control
   • Adapt to feedback from advisors, consultants and investors on the proposals & pitches
   • Proactive and continuous financial management planning for green-lit investments
5. Close
   • Finalize all offering memorandums
   • Support legal in investor communication and timeliness
   • Post-funding strategy meetings with senior leadership

Film Festival’s addition of a virtual model

About the Project: A small, nonprofit film festival that had a successful, annual “brick and mortar” event was seeking to add a virtual component. Only, their website could not do so.

Timeline of Events

1. Conception & Initiation
   • Meet with the client for vision-planning and current media partners
   • Perform technical audit to understand what framework needed to be built
   • Create user profiles for potential online participants and understand revenue targets to sustain project budget scope
2. Definition & Planning
   • Develop ticketing tier system for various events, including short and feature films, seminars, workshops and more
   • Create all marketing materials
   • Scope project risks and assumptions for technical issues, unfulfilled target metrics, and security concerns and streaming rights
3. Launch or Execution
   • Website and streaming testing and launch
   • Online ticket sales testing and launch
   • Regular stakeholder meetings to discuss KPIs
4. Performance & Control
   • Continuously monitor technical operations and sales performance
   • Have fail-safe marketing deliverables on stand-by
5. Close
   • Develop post-event analytics
   • Debrief with client stakeholders
   • Evaluate KPIs for future festivals

(Different) Film Festival’s Inaugural Screenwriting Competition

About the Project: The company ran 4 successful film festivals in the past but had taken a significant gap. It sought to run a fully virtual live competition consisting of 3 rounds of judging and a grand finale event.

Timeline of Events

1. Conception & Initiation
   • Huddle with marketing and creative department
   • Gather the list of eligible and approved contestants
2. Planning phase
   • Create all communication materials (emails, to-do lists for talent to participate in the virtual broadcast, stakeholder email campaigns)
   • Scope project risks and assumptions for a successful live show
   • Fluid Gantt Chart planning
3. Launch
   • Implement trackers for judge and participant progress to move to next stage, adapt accordingly
   • Establish KPIs for viewership & social media events
4. Performance & Control
   • Regularly check the status of each aspect of the festival, including technology setup, participant management, judging progress, and preparations for the grand finale
   • Testing streaming quality & feedback loops
   • Manage change requests
   • Ensure delivery of video-on-demand recording
5. Close
   • Broadcast concluding announcements & follow-ups to all talent and stakeholders