Do you guys know how to do a project charter ?
Proposal Response PROJECT cHARTER Project Name Date: Class: PM 6570 Project Charter Template03/13/2022pg. 1 Table of Contents Client Overview3 Project High-Level Requirements3 Project Purpose, Goal, Success Statement3 Business Objectives3 Project Dates3 Requested Start and End dates3 Summary Activities3 Summary Budget4 Constraints – Management and Technical4 Assumptions4 Preliminary Scope Statement5 High-Level Risks5 Project Stakeholders5 Project Approval Requirements6 Project Sponsor6 Project Manager6 Authorization6 Client Overview A high-level summary of the Client’s strategic plans. State the strategic plans, principles, and goals explaining what value the client aims to realize at the completion of the project. The overview also provides client background information, and a general statements regarding the project’s justification which will be covered in more detail in the appropriate section(s) of the charter. (This section is intended as a summary of the charter and should be created after all other sections). Project High-Level Requirements This section transitions from the client to the project. What are the requirements of the project? The project team should develop a list of all high-level project requirements. These requirements are clear guidelines within which the project must conform and may be a result of input from the project sponsor, customer, stakeholders, or the project team. Project Purpose, Goal, Success Statement What is the main purpose and goal of the project? What does success look like to the Project Team? Business Objectives What business objectives does the client expect to be fulfilled by completing the project? A short paragraph describing what the intended business results are once the project is complete: Cost savings, productivity, sustainability, etc. Project Dates Requested Start and End dates This section is for defining what the requested dates are if you are given a timeline. If you are not given a timeline, state that the dates are TBD. CAUTION: Don’t put anything in the charter you cannot support. If you write it in the charter, the client will believe it and hold you to it (and so might I). Summary Activities A listing of the high-level activities along with their projected start and/or finish dates (When known). If dates are not known at this time, the use of TBD is recommended. (Add rows as necessary to include all Activities) Activity Estimated Start Date Estimated Finish Date Project Start Date Activity 1 Activity 2 Activity 3 Activity 4, Etc. Project End Date Summary Budget When developed this section will contain the budget. The budget should contain estimated project (Activity Level) costs when known. As project planning moves forward these costs will change as a definitive budget is developed. Any changes will be communicated by the project manager. If costs are not known at this time, the use of TBD is recommended. (Add rows as necessary to include all Activities) Activity Cost Requested Project Cost Activity 1 Activity 2 Activity 3 Activity 4, Etc. Total Constraints – Management and Technical Constraints are Management (management decision) or Technical (regulatory, science) limitations that the project manager must deal with pertaining to people, money, time, resources, or equipment. It is the project manager’s role to understand and balance these constraints to ensure project success. Show the constraints separately in a two-column table. Management Constraints Technical Constraints 8-hour/5-day work week Permits must be posted before any work can take place Assumptions The project team must identify the assumptions they will be working under as the project goes forward. These assumptions are what the project manager/team expect to have or be made available, maybe without anyone specifically stating so. Think of assumptions as questions you want to ask or items you want to confirm with the client. · Will project funds be available when needed? Preliminary Scope Statement The preliminary scope statement is a general paragraph which highlights what the project will include, any high-level resource or requirement descriptions, and what will constitute completion of the project. This preliminary scope statement is exactly that: preliminary. All this information will be expanded upon in greater detail as the project moves forward and undergoes progressive elaboration. Scope statements should also include what will not be included in the project. 1) Define Scope – This step is critical to project success as it requires the development of a detailed project/product description to include deliverables and establishes the framework within which project work must be performed. 2) Verify Scope – State the process by which the project receives a formalized acceptance of all deliverables. 3) Control Scope – State the process you will use for monitoring, controlling, and managing any changes in the scope baseline. Changes may be necessary to the project scope and it is imperative they are controlled and integrated to prevent scope creep. Briefly describe the project Integrated Change Management Processes you will use on the project. High-Level Risks All projects have some form of risk. What known risks exist, even before the project starts? All risk should be considered as they may have a significant impact on the project outcome? (For this project, risk will be considered a negative event) This section should include a list of the top three highest risks that the project team has determined apply to this project at this time. State risks in a table as Definition of the risk: Subjective Probability of occurrence (L, M, H): and subjective Impact to the project (L, M, H) and what your response to the risk will be if it occurs. Risk Definition Probability (L,M,H) Impact (L,M,H) Response Power Failure on site M H Procure generator from Reserve funds and keep it on site Project Stakeholders In order to effectively manage your stakeholders, you need to have a good stakeholder management strategy. The stakeholder management strategy identifies the stakeholders and their role. The stakeholder management plan is a living document and should identify the key stakeholders throughout the project. Provide a table of your project stakeholders and their Power/Interest (See Power/Interest Grid in the Meredith text, Chapter 4). If the list is significantly long, consider breaking them out between Key Stakeholder and other Participating Stakeholders. Stakeholder Role Power/Interest Loyola’s Client Manage Project Approval Requirements Describe who defines success, from the client side, and who has authority to sign off (Accept) the project and make major decisions about the project. The client must understand when the project has reached a successful completion. Acceptance criteria must be clear and understood by whoever will sign-off at the project’s closeout. Once signed-off by the authorized person, the project is deemed approved and accepted. This section should also address any other approval authority on the project. Perhaps the PMs approval authority for expenditures from the reserve. Project Sponsor Identify the project sponsor by name and their role. The project sponsor is the person responsible for the overall success of the project, provides guidance if needed, and provides the budget for the project (The PM manages the budget). The sponsor has the authority to approve the commencement and closing of the project, and is the person to whom the project manager is ultimately accountable. Think of the project sponsor as the person who ‘purchases’ the project work, or product, from the project team. Ideally, there is only one project sponsor, but there may be sub-sponsors. Project Manager This section explicitly states who is assigned as the PM, their responsibility, and authority/approval level on the project. Depending on the scope of the project, the project manager may have varying levels of responsibility and authority for resources, project expenditures, and scheduling. Authorization This section provides the names and authorization, once signed, for the project to move forward in accordance with the information contained in this charter. Approved by the Project Sponsor: Date:
Class Project Case Study During this class you will learn the theory and practical application of waterfall project management methodologies and accepted guidelines and processes. To fully understand the application of this theory, it is important for you to have simulated experience in the actual use of project methodologies. This case study is designed to give you experience in using the project methodology and MS Project by applying technical, strategic, critical thinking, and leadership skills. Project Process Groups and Knowledge Areas will be addressed through simulation, lecture, discussion, and demonstration. The class project is designed to give you sequential experience as the course progresses. The course instructor may assist you in the creation of the project plan by providing various forms, templates, and examples required to submit a complete project plan, including the Project Charter, project schedule with Gantt charts/PDM, project budget, and other project documentation. The instructor will assist you in the creation of the project plan by providing guidance, encouraging collaboration, and posting relevant discussion questions. Even through collaboration is encouraged, the work and research in this class, must be your own, unless assigned to a group. Statement of Work Iggy and Dr. Jane Loyola have just moved to the Denver area with their four children and two dogs. Because of the high rental and housing costs in Denver, the Loyola’s desire to build a handicap accessible, tiny house, on a foundation, for full-time use by their family (no more than 750 sq./ft.). (See example at the end of this case study). Your job, as the project manager, working with the Loyola’s, is to be the paid project manager to help them reach their personal and professional goals and to create a project plan and budget that covers the construction phases of the project. The Loyola’s are extremely frugal and time-conscious, so the budget and schedule are important to them. The Loyola’s are anxious to get the tiny house completed within a four-month timeframe, if possible, as they have two additional projects underway. One is to create onsite ethics training materials for their corporate training business, and second for the scheduling, setup, and delivery of the ethics training program to various organizations in the Denver metro area. They currently have clients lined up, so having the tiny house, on schedule and budget, is the core of their focus. Their proposed budget for the tiny house project is $170,000, but this is just a Rough Order of Magnitude (ROM). Your course instructor will provide you with additional details of the project as the term progresses. The Staff You, having met the Loyola’s at a Regis Ranger soccer match, are an up-and-coming Project Manager and are providing your expertise to help the Loyola’s make a smooth