Write Project Charter

[jordi-fontan]

Briefly explain:

• [ ] business case
• [ ] goals (SMART)
• [ ] succes criteria
• [ ] roles/ stakeholders
• [ ] deliverables
• [ ] Cost/Benefits/Budget
• [ ] Scope

[jordi-fontan]

• [ ] The executive summary outlines the project’s purpose and desired outcomes
• [ ] The project goal meets all five SMART criteria: Specific, Measurable, Attainable, Relevant, and Time-bound.
• [ ] There are three deliverables that represent tangible or intangible project outcomes.
• [ ] There is a clear business case for initiating the project.
• [ ] There are success criteria that indicate how to measure project success.

[jordi-fontan]

Template to Use from Google Project Management Professional Certificate

(https://www.coursera.org/learn/project-initiation-google/peer/2JV42/activity-create-a-project-charter/review/G5VZ8QOQEe26DQrX1S8vbw)

Project Plant Pals

Operations & Training Plan

February 15th

|Document Status: | [x]Draft | In Review | Approved |

Executive Summary:

Our plan is create a sustainable fulfullment and delivery practices for daily operations at plant pals new service to help reach the goal of 5% revenue increase by ensuring an efficient and high quality customer experience than help mitigate potencial revenue losses due to late shipments and cancelations.

Project Goal

SMART: Specific, Measurable, Attainable, Relevant, and Time-bound ○Create sustainable fulfillment and delivery practices maintaining excellent services standards by ensuring an efficient high qualitity customer experience by ○ creating- in the next 6 months- a plant delivery and logistics plan to make the fullfilment process as efficient as possible ○ Setting up- in the next 6 months-an order processing and supply chain management software to make revenue streams more efficient ○ Implementing an employee training program that maintains excellent services standars to al least 90% of staff before official service launch

Deliverables

1. Plant delivery and logistics Plan including inventory, delivery process and levering fees analysis
2. Order Processing and Supply chain management software Set up.
3. Order Processing and Supply chain management software test plan.
4. Employee training program and scheduling.

Business Case / Background

Why are we doing this?

● To help mitigate potential revenue losses due to poor user experience and support the larger Plant Pals Goal of increase 5% revenue.

Benefits, Costs, and Budget

• Benefits: ● Support new service leading to 5% revenue increase, reduce late shipments and related costs, increase customer satisfaction ● Increase of brand perception by offering excellent service standards
• Costs: ● Price of software, installation fees, time spent on hiring and training ● Sofware Testing ● Inventory Setup ● Driver’s hiring external service Budget needed: ● $75,000

Scope and Exclusion

• In-Scope: ● Customer service standards, delivery processes, training protocols ● Software test plan and execution. ● Delivering fees anaylisis/calculator
• Out-of-Scope: ● Product development, vendor contracts ● Sofware development. ● Delivery trucks drivers hiring process details have to be outsourced

Project Team

1. Project Sponsor: Director of Operations
2. Project Lead: Project Manager (You!)
3. Project Team: Fulfillment Director, Quality Assurance Tester, Inventory Manager,
4. Financial Analyst, Human Resources Specialist, Training Manager
5. Additional Stakeholders: VP of Customer Success, Account Manager, Receptionist,
6. Sales Director, Sales Team, Marketing Director, Investors

Measuring Success

What is acceptable:

1. Internal processes (software setup and logistic and delivery plan) done in 6 months since the start of the project
2. Deliver 95% of orders on time within one month of launch.
3. 90% of the staff has completed the training program before service launch.