Define the capital markets objective and the project’s current stage.

Understand the business, financial, governance, ownership and project facts needed for integrated judgment.

Assess market, path, structure and sequencing against the company objective and current conditions.

Bring company personnel, counsel, auditors, underwriters and other professional advisers into one project system.

Organize execution around the integrated plan, milestones, dependencies, issue log and decisions.

Adjust the plan as company facts, professional input, audit and legal work, regulatory feedback, market conditions, transaction terms and execution progress change.

Continue organizing implementation around the company’s capital markets objective and move the project into its next critical action and stage.