See attached instruction.
Project Charter Instructions As you can tell from this course, there is a lot that goes into managing a project the right way. There are tools, techniques and processes that we would not normally consider unless otherwise told. While some of this may be useful to you and some may not, one thing that is an essential takeaway no matter what is to be able to put basic plans in place for any project (formal or not) that you may get pulled into. The below steps take you through filling in a project charter template. At the very least going through this activity will help you think of things that may prove to you (and those around you) to be real timesavers by taking a proactive approach to getting it all out on paper. Once filled out, a charter can have many uses. Getting on the same page, risk assessment, obstacles/barriers and establishing the basics of a project plan are just a few. This activity is something that is not overly time consuming, expensive and is something that can be applied to any type of business industry and role. For these reasons I believe you will find this activity meaningful and practical. Steps: （Please use attached spreadsheet “Project Charter Template with Instruction” to finish this work, there are more details in spreadsheet） 1.Think of something that needs to happen where you work and use this template to begin to document details as to what would make it a project. (We are an Asian Supermarket and we have about 20 stores in US, I am thinking about running a marketing event for promote products, maybe you could creating project charter based on this?) 2.Fill out the project charter template and everything in it. 3.Fill out all other tabs (“Project Charter” “Project Plan” “Communication & Governance” “Project Closeout Plan” “Writeup”) up to the help section (Grey tab “Help”). 4.The help tabs in red after the gray help tab are meant to help with all aspects of the project charter tab. 5.Fill out and answer all questions in the writeup area. 6.You can use fictitious names, but titles, roles and responsibilities should mimic real life. Project Charter 1. Business Objectives (pick one)2. Scope Diagram 3. Project Objectives My project will … □ Increase Revenue □ Avoid Cost by doing this: 4. Quick N Dirty Risk6. ConstraintsCan't MoveMoves LittleNegotiate7. Change and Communication Size (1-10) bigTimeCommunicationNameEmailPhoneComments Structure (1-10) no reqmtsCostWho will provide status to the stakeholders? Technology (1-10)newQuality/ScopeWhat will the messaging be? Average (out of 10)ERROR:#DIV/0!commentsWhat other communication is needed? 5. Risk FactorLikelihood (L,M,H)Impact (L,M,H)Prevent ByReact By8. Governance and Decision Making Governance DecisionNameEmailPhoneComments Who has final sign-off of the completed project? Who can change the Requirements / Scope? Who can change the Timeline? Who can change the Budget? Other Governance Project Plan Task Task OwnerHelpersDueCommentsComplete (Y/N) Communication & Governance Project Charter: Communication Strategy (status & messaging) StakeholderGoalFrequencyMediumComment Governance Strategy (approval and change requests) Type of ChangeFinal Decision MakersConsultedComments Project Closeout Plan PROJECT CLOSEOUT PLAN TEMPLATE PROJECT TITLEPROJECT MANAGER PLANNED WORK COMPLETION DATEPLANNED PROJECT CLOSEOUT DATE ACTUAL WORK COMPLETION DATEACTUAL PROJECT CLOSEOUT DATE IDACTIVITYOWNERDUE DATESTATUSCOMMENTSSTATUS 1Has the team completed all deliverables?Not StartedNot Started 2Have all deliverables met the requirements and been approved?In ProgressIn Progress 3Have operations and knowledge been transferred?CompleteComplete 4If you're transferring the project to a new manager, have they received an updated project plan?Needs ReviewNeeds Review 5Have all stakeholders been informed of the current status of the project?OverdueOverdue 6Have the project's accounts and billing been finalized?On HoldOn Hold 7Have all security badges been turned in? 8Has a post-project evaluation been carried out? 9Has performance been evaluated and feedback delivered to team members? 10Has a lessons learned review been conducted? 11Has a project closure report been completed? 12Has project documentation been archived for future reference? 13Has a project closure letter been submitted? 14 15 16 17 18 19 20 21 22 23 24 25 CLICK HERE TO CREATE IN SMARTSHEET https://bit.ly/3wJcVuK Writeup You must include a writeup here outlining how you would go about implementing your project and how this tool would help. 1. How do you think these tools would help to position you for success? 2. What barriers do you think the tools would address? 3. What do these things help you to remember that you would not have rememberd otherwise? 4. What are the top two things that you believe this tool would help you with that would position you for success? 5. How might this tool help you to better interact with your manger? With other project stakeholders? Why is this important? 6. What other projects do you think this tool would help with? Help (Please read) Beyond this point are instructions on how to fill out the charter. Notice tabs are color coded in red. Look at the instructions on each tab as you fill out the charter. Objective Instructions (CH) Objectives Project objectives clarify how the project success will be measured at the end. They should be: Concrete and specific Measurable Achievable and realistic Time‐bound Refers to project deliverables Types include:Systems, Product/Service, Cost/Revenue, Learning Performance Related. Should be "SMART" Concrete and specific Measurable Achievable and realistic Time‐bound Refers to project deliverables By October 15th all we will have 30% course usage covering topics of business writing. By October 1st feedback will be collected from all line managers around training By September 15th all facilitators on the learning team will know how to select and deploy content for intercession work. Project Manager usually held accoutable for objectives How will the success of this project be measured? What will the outcomes be? How will they be measured? Who will measure them? Scope Diagram Instructions (CH) Who are your Stakeholders? In order to fulfill the criteria of being a stakeholder, two things need to be factored in. There is something we need from them and there is something they need from the project. These are the individuals who are getting or giving something to the project Example for a Volunteer Day Project Note direction of all arrows and all inputs and outputs documented. When an arrow is pointing towards something, the point of origin (that the arrow is pointing away from) is who is responsible for that. For example employees are stakeholders here and they are responsible for being available to volunteer Those working the project are responsible for providing training on how to volunteer and a schedule on when. Other sections can be read in a similar fashion. Be sure to list the stakeholders for your project and draw arrows accordingly. Make sure you are able to speak to this and consider adding this as a slide in your project! Risk & Constraint Instr (CH) Risk Something that would negatively impact the business that MIGHT happen Examples: Sponsor changes, budget cut What do you do? You would try to prevent something like this from happening. Constraint: A challenge that WILL happen Examples: fixed budget, fixed date, limited resources What do you do? You would accept it and work with in these limits. Overall Project Risk Size ‐ How “big” is this project or how long will it take relative to others you have done? Rated 1(small) ‐ 10(large) Structure ‐ How stable are the requirements? Rated 1(fixed) ‐ 10(undefined) Technology ‐ How understood is the technology and procedures? Rated 1(old) ‐ 10(new) Ratings 1 – 3 Wing this project 4 – 6 Do a quick project charter, high level project plan 7 – 8 Block regular project management time 9 – 10 Block frequent time, clear your schedule and plan NOW to cut the scope. >5 Mitigate the Risk Communications Inst (CH) Who will you communicate with? Who will receive regular status updates? What change message do you want to provide proactively?