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Project Charter Review System

Total Projects Generated: 32 charter pages
Review Status: Pending Executive Validation
Generated: April 5, 2026

SYSTEMATIC REVIEW PROCESS

Phase 1: Customer Group Review

Review projects by customer to validate business relationships and project scope.

Clean Choice Energy Projects (3 projects)

High-priority client projects requiring immediate revenue correlation review.

Review Focus: Validate project deliverables, confirm revenue potential, assess strategic importance.

NextEra Energy Projects (18 projects)

Primary customer portfolio requiring diversification strategy validation.

High Priority NextEra Projects: - NEER Asset UDT - $14,000 revenue - VALIDATED - NEER UDT Automation - High Priority - PGD ROI Document Scraping Enhancements - High Priority - E&C BESS Mapping Pilot - High Priority - PGD ROI IFC Power Curve Scraping Pilot - High Priority - ROI SCADABot - TagName Alignment - High Priority

Medium Priority NextEra Projects: - NEER Engagement - 2024-09-06 - NEER Asset Templates BESS 24Q4 - 2024-10-07 - NEER DG Tag Name Onboarding - 2025-04-19 - DG EPP Inverter Naming on NEE360 - 2026-01-01 - DG Rodeo Curtailment Calculation - 2026-02-01 - DG Connexus RTE Calculation - 2026-02-01 - PGD ROI Document Scraping Pilot - 2026-02-02 - PGD Wonderware Migration - 2026-02-23 - DG EPP Onboarding Support - 2026-03-01 - DG Ticonderoga Firewall Ports - 2026-03-01 - DG Sunnyside - 2026-03-16 - DGBI Onboarding (DGBON) - 2025-06-19

Review Focus: Validate SOW correlation, confirm billing status, assess strategic value vs. dependency risk.

Product Development Projects (2 projects)

Critical for exit strategy valuation enhancement.

Review Focus: Validate market positioning, assess go-to-market strategy, confirm development priorities.

Internal Operations Projects (3 projects)

Strategic business development and operational initiatives.

Review Focus: Validate strategic alignment, assess operational impact, confirm resource allocation.

Other Client Projects (5 projects)

Diversification opportunities and internal development.

Review Focus: Validate project relevance, assess completion status, determine ongoing value.

REVIEW CHECKLIST

For each project charter, validate:

Basic Information

  • [ ] Project name and description accuracy
  • [ ] Customer relationship confirmation
  • [ ] Timeline and date validation
  • [ ] Priority level assessment

Financial Correlation

  • [ ] Timesheet hours accuracy
  • [ ] Revenue calculation validation
  • [ ] SOW correlation confirmation
  • [ ] Billing status verification

Strategic Alignment

  • [ ] Business value assessment
  • [ ] Exit strategy contribution
  • [ ] Customer diversification impact
  • [ ] Resource allocation optimization

Operational Status

  • [ ] Current project phase
  • [ ] Completion level assessment
  • [ ] Next steps definition
  • [ ] Resource requirements

CHARTER APPROVAL PROCESS

  1. Individual Review: Validate each charter for accuracy and completeness
  2. Strategic Assessment: Evaluate alignment with business objectives
  3. Financial Validation: Confirm revenue and cost correlations
  4. Priority Classification: Assign strategic importance levels
  5. Final Approval: Executive sign-off on charter accuracy

POST-REVIEW ACTIONS

Once charters are validated: - Update main documentation navigation - Integrate approved charters into intelligence hub - Create executive summary dashboard - Establish ongoing charter maintenance process

Status: Ready for Executive Review
Next Step: Systematic charter validation by customer group

SCADADOG LLC - Project Charter Review System