Financial Services: Sample Project Plan
Author:
Genre: Finance
Publication Year: 2012
This article is aiming to develop a project plan for medium sized financial service organization. It has been assumed that this financial service organization is planning to enter new markets and acquire new clients in form of government funds. As a business development manager one has to market the business of company and gain higher revenues for the organization. This Article discusses the approach towards the fulfillment of the financial services objectives.
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INTRODUCTION

This article is aiming to develop a project plan for medium sized financial service organization. This financial service organization is planning to enter new markets and acquire new clients in form of government funds. As a business development manager i am required to market the business of company and gain higher revenues for the organization. Untapped market which is seen as a potential market for me is various financial services which can be offered to hundreds of thousands of employees of government departments. This article will provide a blue print of the strategies and resources required to acquire new customer segment and develop it into a profitable market segment for organization.

TASK 1
In this task a brief review of the human resources required for the market development project of government organization would be discussed. As it is mentioned in the case study that government calls for a open tender and bidding process for financial services to be offered to its employees. There are various contract specifications and evaluation criteria which should be followed by the financial services providing company. To fulfil those criteria a specific team would be required with members specializing in various aspects of a tender like billing,deliverables, technical expertise, costing, management and reporting etc. as per the organization structure provided in the case study there would be requirement of a clerical staff or a officer from various departments of the organization (Conaty, 2011). Most critical requirement would be from sales and marketing department. A manager from marketing department would fulfil requirements like developing miles tones of the contract, deciding deliverables from the entire contract and developing strategies to be employed to meet the goals and objectives of marketing plan. Technical requirements of the project would also be handled by the sales and marketing officer. He will give the required knowledge about the product and services offered by the company and intricacies of each type of financial services would be handled by him.

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