Executive Project Management

Project Title: Executive Project Management: “Operation Digital Foundations” (UK Outsourcing Hub Setup)

Deliverables
- Centralized Asset & IP Register.
- Secured Access Management System (Password Vault + MFA).
- Client Delivery Hub (Notion Dashboard).
- Service SOP Library ("The Bible").
- Certification Lab (Staff Training & Validation Framework).

Cloud Practice PH is seeking a seasoned Executive Project Manager to lead Operation Digital Foundations. This is a 20-hour specialised project to build the structural, technical, and compliance framework for our UK-facing data export centre.

We are not a startup; we are a professional outsourcing service delivery hub. Your mission is to centralise our assets, secure our IP, and restructure our operational processes into a high-performance "Service Delivery" engine.

Scope of Work & Key Sections

1. Asset, IP, and Goodwill Protection
- Asset Audit: Identify and catalog all digital assets including domains, trademarks, and proprietary methodologies.
- IP Security: Establish protocols to ensure all work produced within the centre remains the sole property of the firm.
- Goodwill Preservation: Formalize communication standards to protect and grow the firm's reputation with UK-based HQ and end-clients.

2. Software Infrastructure & Access Management
- Production Stack Setup: Centralize management for core tools such as Xero (Ledger), Dext (Intake), Notion (Knowledge), and Zoom Phone (Communication).
- Security Deployment: Implement a "Least Privilege" access model and set up centralized password vaults (e.g., LastPass/1Password) with mandatory MFA for all staff.
- User Provisioning: Develop a standardized "Onboarding/Offboarding" checklist for user access to prevent data leakage.

3. Process Restructuring (The Service SOPs)
- Production Mapping: Convert existing "tasks" into a structured Client Delivery Hub.
- The "Bible" (Service SOPs): Restructure technical manuals into step-by-step Standard Operating Procedures (SOPs) to ensure 99.8% accuracy.
- Quality Loop: Define the "Quality & Accuracy Audit" workflow to catch errors before escalation to UK HQ.

4. The Certification Lab (Training Framework)
- Validation System: Build a "Certification Lab" in Notion where associates test and validate skills using "Sandbox" data before accessing live UK client folders.
- Reward Mapping: Link progress in the Lab to the "Progress Rewards" incentive program.

Executive Activities (Work Breakdown - 20 Hours Total)
- Phase 1: Infrastructure audit to map current assets, software licenses, and IP vulnerabilities (4 hrs).
- Phase 2: Access & security deployment, including setting up the vault, MFA, and user access protocols (6 hrs).
- Phase 3: SOP & workflow restructuring, converting data/notes into the Service SOP library and Client Delivery Hub (6 hrs).
- Phase 4: Handover & management briefing to train the local team lead on new systems and quality audit protocols (4 hrs).

Required Expertise
- Executive Operations: Experience in setting up offshore Service Delivery Centers (BPO/Outsourcing).
- Technical Literacy: Expert-level knowledge of Notion (Databases/Relations), Xero, and Dext.
- Compliance Mindset: Deep understanding of UK GDPR and data privacy standards.
- Process Engineering: Ability to transform complex technical tasks into simple, repeatable SOPs for junior staff.

Deliverables
- Centralized Asset & IP Register.
- Secured Access Management System (Password Vault + MFA).
- Client Delivery Hub (Notion Dashboard).
- Service SOP Library ("The Bible").
- Certification Lab (Staff Training & Validation Framework).