Karen Meyer

Karen Meyer

Operations

Purpose: Delivers attuned, quality services with a diverse community in alignment with our value proposition so that our clients can build the capacity for measurable impact; and build systems of support and intentional relationships so that when clients need us, they trust us to do the work.

  • Project Manager

    for 3+ people projects

    Purpose:

    Professionally representing The Athena Group at all times with excellent project team development and delivery

    Domains:

    • Changes to scope, budget, team, timeline, tasks, and deliverables
    • Setting team member rates based on current rates in the Rate Sheet resource; working with @Enterprise Membership when a team member does not have an hourly rate.
    • Establishing and maintaining revenue projections for active projects
    • Developing proposal/project budgets using current policies and tools set by @Financial Operator

    Accountabilities:

    • Working with @Proposal PM and @Project Team Member to complete new content for proposals, including scope, schedule, and budget
    • Estimating project hours for proposals in coordination with @Project Team Member
    • Being the point of contact for the client and managing client expectations if there is not an @Account Manager
    • Following and using Athena's project management, invoicing and contracting standards, protocols, and standard work set by @Project Office to manage projects in all phases including Project Initiation, Planning, Execution (Communications, Change, Risk), Monitoring (Quality), and Close Out
    • Right-sizing the level of project management to the size of the project
    • Managing a change log, documenting client decisions, and creating change orders that impact change to scope, schedule, or budget
    • Assigning @Project Team Member and adding and removing project team members and communicating the change with client, team, and Project Administration
    • Making sure project risks are mitigated and project issues resolved, and if not, escalating the risk/issue to the Client Sponsor.
    • Meeting with clients after every proposal submission to debrief when Athena is not awarded a contract, and communicating the why to Business Development Strategy
    • Making sure high quality surveys are delivered in coordination with @Survey Expert
    • Filling the role of @Proposal PM and Project Administration unless a role filler is assigned.
    • Ensuring each @Project Team Member is in compliance with Client contractual requirements and restrictions (e.g. lobbying restrictions, invoicing requirements, record retention, etc.)
    • Sharing contract amendments and revisions with @Project Team Member while they are in process, and requesting feedback from @Project Team Member before signature.
    • Ensuring the closeout process is completed for all clients with a timeline longer than 3 months and a budget of more than $100,000. The closeout process can be completed for other projects as well at the project manager's discretion.
    • Sharing Athena's Harm Accountability guide with each new team and reaching out to @Relational Space Coaching for support when needed
    • Evaluating if subcontractors need an Athena Microsoft 365 subscription and making proposals to @Portfolio Steward when they do. Proposals should include duration, purpose, and level of subscription (Basic or Standard).
    • Ensuring there is a structured and supportive meeting held when there is a change in Project Management, providing the new @Project Manager with background, resources, and other appropriate supports to make certain that the new @Project Manager is setup for success.
    • Proposing hourly rate changes to @Invoicing and Revenue Recovery, if a project has already started.
    • Tracking project team members hours, forecasting hours needed to complete the scope of work, and updating monthly revenue estimates

  • Project Team Member

    Purpose:

    Professionally representing The Athena Group at all times by honoring commitments to the project team and producing quality client deliverables.

    Accountabilities:

    • Completing quality work within scope, schedule and budget as outlined in Work Order or Invoicing Template
    • Entering actual and estimated hours into monthly invoice on time and accurately
    • Participating in client interviews
    • Complying with Client contractual requirements and restrictions (e.g. lobbying restrictions, invoicing requirements, record retention, etc.)

People Circle

Purpose: Become a model workplace of the future so that the people doing the work are making an impact, having fun, and living into their zone of genius.

  • Association Agreement Signers

    Purpose:

    Individuals who have signed the Association Agreement.

    Accountabilities:

    • Practicing the tenets of the Association Agreement.