Topic
- Agency Operations / Business Transformation
- Finance
- Project Management
This video is of the 2nd session of the 4As project management discussion series covering annual scopes of work.
Session discussion includes…
- The PM Role And Responsibilities – The PM role is positioned differently in each organization so alignment on what we are and are not responsible for is important to clarify.
- Setting Up Your Retainer – Congratulations. You have won the renewal or the new business. What’s Next?
- Keeping Control – Not losing sight of Project Management Fundamentals Whilst Managing A Retainer
- Facilitating The Work – All of the other things that a Project Manager has to do to keep a retainer on the right path
The session moderator is Jeff Thaler. Jeff is a consultant to a number of organizations on Agency and Client-side Service Delivery, Project Management, and Operations. Jeff most recently served as the head of Program Management and Operations at GroupM US.
Our discussion leads are Paul Newton, EVP/Head of Delivery at Edelman in NYC and Ned Johnson, SVP/Director of Project Management at GTB in Dearborn.
Related Courses

Writing and Editing in the Age of AI
How to Use AI to Enhance Your Writing and Creativity This course discusses how to harness AI-driven tools to enhance writing quality while maintaining individual agency and human touch. It addresses: The relationship between writing and thinking Where AI should fit in your writing process Techniques, examples, and prompts for utilizing AI in your agency…

How to Understand Agency Financial Operations
How to Understand Agency Financial Operations This self-paced course provides a comprehensive overview of your agency’s finance team and their crucial role in maintaining financial health. You’ll gain a clear understanding of how they track and manage profitability, from budgeting and forecasting to client billing and revenue recognition. By the end of the course, you’ll…

How to Read Contracts and Commercial Terms
An introduction to Agency Contracts, Terms and Special Topics This course is designed to familiarize those who are new to the industry or those who have limited knowledge of agency contracts and are looking for an accessible way to gain an understanding of the most essential elements of contracts between agencies and their clients….