Articles and Presentations

I am providing these articles and links for your reference. Thomas Carlos Consulting Inc.retains all rights to these articles presented on this site. They may be printed for personal use only. For distribution (or to reprint for other uses), please contact me via a written request and state the nature of your need to distribute the article. Articles appearing on other sites are the property of those publications.

Project Management Library
Project Management Defined
Project Management Defined.pdf

This article defines Project Management and reviews the five main process groups.

What's In Your PM Toolbox?
What's In Your PM Toolbox.pdf

"What's In Your PM Toolbox?" - A presentation outlining a sample of items that every PM should be aware of and use.

Earned Value Management
Please request document

EVM- Software Project: Financial analysis that goes one step beyond “Budget versus Actual." (This is a single-period case study.)

Please request document

EVM Comprehensive Case Study: Building A Playhouse

(This is a multi-period case study.)

EVM Definitions

EVM- Definitions, Terms, and Calculations

Simple EVM.pdf Simple EVM Presentation, covering basic definitions, formulas, and application.
Risk Management
Create A Risk Management Plan.pdf

"Great presentation yesterday!! One of the best I've seen at a PMI meeting in the last couple years." Steve Boswell

Top 25 Risks In IT Projects.pdf

The “Top 25 Risks in IT Projects” presentation will explore the most common risks encountered by project managers on these types of projects.  In addition to typical admin, operations, and budget risks, IT projects face a wide range of hurdles that must be expected and overcome.

Requirements Traceability Matrix

The Requirements Traceability Matrix (RTM) is a tool to help ensure that the project’s scope, requirements, and deliverables remain “as is” when compared to the baseline. 

RTM Presentation.pdf RTM Presentation, a practical approach
The Triple Constraint and RSS Matrix
The Triple Constraint and RSS Matrix.pdf This presentation explains what happens when a project experiences changes and dilemma facing the Project Manager. The Triple Constraint and RSS Matrix are Project Management tools that can be used to deal with changing priorities.
Why do most projects fail?
Reasons why projects fail.pdf There are many reasons why projects (both simple and complex) fail. This article highlights some of the most common reasons for failure.
Project Charter Template
Project Charter This (comprehensive) charter template can be used to initiate a new project.
Status Report Template
Status Report For consulting, there are many variations of Status Reports. This is my favorite template.
Communication Tools For Managers
Effective Emails - Rules and Formatting
Effective Emails This document will help you create effective emails.
Conducting Effective Meetings
Conducting Effective Meetings This document will help you conduct effective meetings and realize positive results.

Technology Presentations

Security Information and Event Management
SIEM Presentation Introduction to SIEM and implementation strategies.
Building A Knowledge Base
The presentation discusses the elements of “Knowledge Management” (KM) and how organization can begin to build a knowledge base in support of Programs and Projects. The discussion will include ownership of KM, goals and strategies, knowledge audits and understanding Explicit vs Tacit knowledge, gathering knowledge, and publishing of knowledge.
SaaS Service Level Agreements

SaaS SLA Presention

SLA Example

“This presentation will help you get a basic understanding of typical Service as a Software (SaaS) Service Level Agreements (SLA) and key components that should be included.”

Career Information
Career Search Articles
Career Search Articles This Zip file contains a set of mission critical articles that you should read if you are out there looking for a job. Included in this set is the "Job Seach and Process Guide" that was co-created with Andy Wergedal (thanks Andy).
Job Search and Process Guide "Job Seach and Process Guide" is a step-by-step procedure that will help you navigate through the steps of preparing for your next interview. This document was co-created with Andy Wergedal (thanks Andy).

Interview Your Recruiter Presentation

Questions For Interview

"Interview Your Recruiter" - Questions and approach to follow when contacted by a recruiter, staffing firm, or IT Consulting company. Don't go into an interview blind, be prepared and do some pre-screeing ahead of time.
Recommended reading for new grads and job seekers

The First 90 Days - Michael D. Watkins

Never Eat Alone - Keith Ferrazzi

You Are A Brand – Catherine Kaputa

The 7 Habits of Highly Effective People - Stephen R. Covey

How To Make People Like You In 90 Seconds Or Less - Nicholas Boothman

How To Connect In Business In 90 Seconds Or Less - Nicholas Boothman

Risks of Subcontracting
This presentation outlines key considerations when becoming a "subcontractor" on a project.
Project S-Corp

Project S Corp Presentation

S-Corp Business Checklist

The Project S Corp presentation will address the questions of “why” and “how” does a consultant become an “S Corp.”  In recent years, many staffing firms no longer offer the option of employing sole-proprietor consultants.  The 1099 option is becoming extinct.  Your options could be limited to being an employee (W-2) or working as a Corp-To-Corp (S Corp being an option). 

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