Caitlyn Forrest

• Led the creation and maintenance of essential project artifacts including Risk and Decision Logs, Action/Task Trackers, and Meeting Minutes, ensuring accurate and timely reporting to executive sponsors and facilitating transparent project communication
• Spearheaded initiatives to enhance dashboarding and reporting outputs, leveraging data visualization techniques to provide senior executives with actionable insights and improved visibility into project progress and performance
• Collaborated closely with project stakeholders to identify, assess, and communicate project change notices that impact scope, facilitating alignment and minimizing disruptions to project timelines and objectives
• Worked closely with the ENMAX PMO to align project activities and deliverables with established project standards, ensuring compliance and consistency
• Played a key role in facilitating cross-functional collaboration and communication, fostering positive relationships with team members, stakeholders, and executive sponsors to support project success and alignment with organizational goals
• Acted as the SharePoint Site Administrator and SME for the PMO site including the creation and support of multiple pages and content, liaised with Corporate IT to bring best practices of SharePoint to support site set up / team collaboration, and worked directly with SharePoint users to familiarize them with how to tag and navigate an unfamiliar system
• Implemented and managed a comprehensive document management program, ensuring the consistent update and governance of templates to support operational efficiency and accurate information
• Organized and executed team events for 100+ participants as a member of the social committee, demonstrating strong event management skills and effective coordination to enhance team engagement and morale.

Acted as the Project Coordinator on a multi-phase high profile and intricate ERP Implementation project. Specific responsibilities on the project included:

• Coordinated project related functions to ensure project milestones were met including: scheduled of stakeholder meetings and workshops, facilitated all stakeholder communication, ran weekly status meetings between clients / internal teams, and managed and distributed memos / meeting minutes
• Attended and scribed meeting minutes for senior leadership Steerco, business process modeling workshops, status updates, and others
• Managed and tracked the complex resource plan consisting of ~150 people across Canada, US, and overseas
• Championed and led the creation of document repositories and Project sites leveraging Confluence and SharePoint for high profile technology projects
• Created and monitored project status reports for project managers and stakeholders
• Supported project cost control activities through resource forecasting to ensure hours and budget are aligned and on target and communicated concerns/issues to the appropriate leadership
• Coordinated and led the employee engagement strategy for the project team to reduce burnout and increase employee satisfaction on the project

• Supported 5+ Partners/Directors simultaneously
• Managed high volume of tasks and priorities across supported leadership
• Processed travel expenses and reimbursements for executive team
• Handled confidential and sensitive information with discretion and tact
• Formatted and proofread materials and presentations to support executives and boost team productivity
• Managed executive calendars, scheduling meetings / appointments and coordinating travel arrangements to optimize time

GROUNDSWELL GROUP ACQUIRED BY DELOITTE OCT 2021

My position at Groundswell Group was fluid to support the changing needs of a small business. In my time I operated as a Receptionist, Administrator, Marketing and Events Coordinator, and Business Development / Executive Support. Specific key tasks have been highlighted below :

• Supported the creation and use of Sharepoint for company wide communication and document management including: communication of company wide newsletter, created pages for internal training, and proofreading and governing document management structure
• Governed and managed the use of our firm wide sales Customer Relationship Management (CRM) system by ensuring plugins were working, customizing fields where necessary, and reviewing data inputs for accuracy
• Coordinated the creation of weekly reports leveraging Microsoft PowerBI and distributed reports to stakeholders
• Coordinated and organized executive and senior leadership meetings / workshops, documented meeting minutes, and facilitated follow up tasks
• Planned and executed company wide events such as yearly off-sites, holiday events, and lunch and learns