Posted: February 9th, 2015

Preliminary Project Charter Worksheet

Paper, Order, or Assignment Requirements

 

 

Project Plan Overview

 

Week One Individual Assignment: Project Selection

 

During this course, you create a project plan and a project execution plan.

 

During the first week, select a project you will use to create a project charter for your Week One Individual Assignment. The project may be one you bring from your work, or a community organization in which you participate. Alternatively, you may select one of the other projects identified in the following Project Options section.

 

Project Options

 

Option 1: Bring in a Project

 

You may elect to bring in a project from your work or from a community organization in which you participate. The project should be one you are working on, will work on, or would like to propose to the organization. If you choose a project you are working on, or will work on, please ensure you get the permission from the organization to use it in this class, as others will see it.

 

Option 2: New Performance Management System

 

For this hypothetical project, assume you are implementing a new performance management process and a web-based tool or system to support it. The performance management system will be used by the organization to do the following:

 

• Define each person’s performance goals at the beginning of each year.
• Document and track the goals and results throughout the year.
• Provide a quarterly status report on each person’s goals and objectives to management.
• Obtain managerial feedback on these goals and results each quarter and at the end of the year.
• Provide a final end-of-year performance used for pay treatment including salary and bonus at the end of the year.

 

The project must include the performance management process, the performance management system—which is a web-based tool to support all 5 parts identified above—and the complete implementation of the system and the process.

 

Option 3: New Management Training Curriculum

 

For this hypothetical project, assume you are implementing a new management-training curriculum and a web-based tool or system to support it. The management-training curriculum will be used by the organization to do the following:

 

• Provide an assessment tool to each employee and to first-level managers or supervisors. Employees will use this tool annually with their boss to assess the employee’s management-training skills needs.
• Provide first-level and second-level managers with the management and leadership skills to do their job.
• Identify and develop the skills needed by employees for promotion to first-level manager or supervisor.

 

The project must include the complete implementation of a management-training curriculum, including selecting the curriculum, communicating the curriculum, and implementing the training curriculum itself.

 

The project must also include implementation of a web-based tool, which must enable people to learn about the tool and then complete an assessment of their management skills that provides feedback. An example of appropriate feedback would be a recommendation to register for a particular training class.

 

The project scope entails selecting the curriculum, through the complete implementation of the curriculum and the web-based system or tool that supports it.

 

Option 4: Strategic Plan for a Community Organization

 

For this hypothetical project, assume you are developing a project plan for a community organization in which you participate. The strategic plan will be used by the organization to do the following:

 

• Identify its primary focus and goals for the next 2 years.
• Ensure the organization’s leadership will have the funding or dollars needed to run the organization.
• Clearly define the organization’s vision and mission.

 

The project must include the development of the strategic plan, must identify the stakeholder to involve in the plan, the must create a communications plan to communicate the strategic plan to the organization and its key stakeholders. It must also include a process to implement and track the success of the plan.

 

The project scope includes selecting the stakeholders to engage in the plan through implementing the complete strategic plan—including the communication plan.

 

Option 5: Implement a New Web Based Tool for a Client Organization

 

For this hypothetical plan, you are a manager for an information technology organization. A client has asked you to build and implement a new web-based tool for their sales people to manage their accounts. Sales people and sales managers will use this web-based tool to develop account plans for their customers and to track their own sales results. They will also use it to create customer proposals. The project must include the following, at a minimum:

 

• A description of your internal client’s requirements for this sales and account management system
• Identification and engagement of the appropriate stakeholders to define the requirements for the new system
• Development and testing of the system
• Implementation of the system
• A method for obtaining client feedback

 

Week Two Learning Team Assignment: Learning Team Project Selection

 

In Week Two, Learning Teams select one project from among the ones each member completed for the Week One individual assignment.

 

Week Three Individual Assignment: Project Implementation Plan: Part 1

 

In Week Three, develop the first three sections of project implementation plan, which will be used for the final implementation plan. The required sections for Part 1 of the Project Implementation Plan assignment are human resources, quality management, and plan procurement.

 

Week Three Learning Team Assignment: Project Management Plan

 

Learning Teams prepare a project plan that details the anticipated scope, schedule, and budget for the Learning Team’s selected project.

 

Week Four Individual Assignment: Project Implementation Plan: Part 2

 

In Week Four, develop the next two sections of project implementation plan, which will be used for the final implementation plan. The required sections for part two of the Project Implementation Plan assignment are the project communications plan and the risk analysis.

 

Week Four Learning Team Instructions

 

As a Learning Team, begin developing this week the Week Five deliverables using the individual work from Week Three and Week Four from the different sections of the implementation and execution plan.

 

Week Five Learning Team Assignment: Project Plan and Project Execution Plan Presentation

 

This week, Learning Teams develop a 30-minute presentation for final senior management review. The presentation must include the following four main sections:

 

• Project Scope and Benefits
• Project Implementation Plan
• Project Closure Process
• The Sales Pitch

Preliminary Project Charter Worksheet

 

Instructions: Complete this project charter worksheet according to the instructions in section 4.1 of A Guide to the Project Management Body of Knowledge.

 

 

Completed by:

 

Date:

 

 

1. Project title:

 

 

2. High-level project scope (less than 50 words)

 

3. Problem to be solved or opportunity to be realized by this project (less than 25 words)

 

 

4. Project purpose or justification including specific measurable business impacts or results (less than 50 words)

 

5. Measurable project objectives and related success criteria including metrics (Provide three to four objectives with metrics)

 

 

6. High-level requirements (less than 100 words

7. High-level risks (less than 100 words)

 

8. Summary of high-level milestones schedule (identify the major deliverables and subtasks)

 

9. Summary of high-level budget including expense dollars, capital dollars, and headcount (identify costs for major deliverables and tasks identified in the preceding milestone schedule)