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ADDITIONAL CASES

INTRODUCTION This document provides four cases in addition to the Global Treps runningcase in Chapters 4 through 13 of Information Technology Project

Management, Eighth Edition. The rst two cases include tasks ordered byeach of the 1 knowledge areas discussed in Chapters 4 through 13. The rstone! "anage #our $ealth! was in the seventh edition. The third and fourthcases include tasks based on the ve pro%ect management process groupsand are based on &athy 'chwalbe(s te)t! An Introduction to ProjectManagement, Fifth Edition.

The purpose of these cases is to help you practice and develop the pro%ectmanagement skills you learned from this te)t. 'everal of the tasks involveusing templates provided on the companion *eb site( www.cengagebrain.com ) and the author(s personal *eb site (www.athy!chwalbe.com ). 'ome suggested solutions are provided for the "anage

#our $ealth case in the instructor(s solutions manual! but other solutions arenot provided as answers will vary.

ADDITIONAL CASE 1: MANAGE YOUR HEALTH+ote, This case was in the seventh edition of Information Technology ProjectManagement . -eferences to gure numbers may vary from the eighthedition.

Part 1: Project Integration Management"anage #our $ealth! nc. /"#$0 is a ortune 2 company that provides a

variety of healthcare services across the globe. "#$ has more than !

fulltime employees and more than 2! parttime employees. "#$ recentlyupdated its strategic plan5 key goals include reducing internal costs!increasing crossselling of products! and e)ploiting new *ebbasedtechnologies to help employees! customers! and suppliers work together toimprove the development and delivery of healthcare products and services.6elow are some ideas the T department has developed for supporting thesestrategic goals,1. -ecreation and *ellness ntranet 7ro%ect, 7rovide an application

on the current intranet to help employees improve their health. 8 recentstudy found that "#$! nc. pays percent more than the industryaverage for employee healthcare premiums! primarily due to the poorhealth of its employees. #ou believe that this application will help improve

employee health within one year of its rollout so that you can negotiatelower health insurance premiums! providing net savings of at least93:employee:year for fulltime employees over the ne)t four years. Thisapplication would include the following capabilities,• 8llow employees to register for companysponsored recreational

programs! such as soccer! softball! bowling! %ogging! and walking.

Schwalbe Additional Cases 2015 1

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• 8llow employees to register for companysponsored classes andprograms to help them manage their weight! reduce stress! stopsmoking! and manage other healthrelated issues.

• Track data on employee involvement in these recreational and healthmanagement programs.

• ;<er incentives for people to %oin the programs and do well in them/e.g.! incentives for achieving weight goals! winning sports teamcompetitions! etc.0.

2. $ealth Coverage Costs 6usiness "odel, =evelop an applicationto track employee healthcare e)penses and company healthcare costs.$ealthcare premiums continue to increase! and the company has changedinsurance carriers several times in the past1 years. This application should allow business modeling of variousscenarios as well as tracking and analy>ing current and past employeehealthcare e)penses and company healthcare costs. This applicationmust be secure and run on the current intranet so several managers andanalysts can access it and download selected data for further analysis.

The new application must also import data from the current systems thattrack employee e)penses submitted to the company and the company(scosts to the insurance provider. #ou believe that having this data will helpyou revise policies concerning employee contributions to healthcarepremiums and help you negotiate for lower premiums with insurancecompanies. #ou estimate that this application would save your companyabout 9:employee:year for fulltime employees over the ne)t fouryears and cost about 91! to develop.

3. Cross'elling 'ystem, =evelop an application to improve crossselling to current customers. The current sales management system hasseparate sections for ma%or product and service categories and di<erentsales reps based on those products and services. #ou see great

opportunities to increase sales to current customers by providingdiscounts when they purchase multiple products and services. #ouestimate that this system would increase prots by 91 million each yearfor the ne)t three years and cost about 9?! each year fordevelopment and maintenance.

4. *eb@nhanced Communications 'ystem, =evelop a *ebbasedapplication to improve development and delivery of products and services.

There are currently several incompatible systems related to thedevelopment and delivery of products and services to customers. Thisapplication would allow customers and suppliers to provide suggestions!enter orders! view the status and history of orders! and use electroniccommerce capabilities to purchase and sell their products. #ou estimate

that this system would save your company about 9 million each year forthree years after implementation. #ou estimate that the system will takeone year and 93 million to develop and reAuire percent of developmentcosts each year to maintain.

Ta!1. 'ummari>e each of the proposed pro%ects in the

-unning Case section using a simple table format suitable for presentationto top management. nclude the name of each pro%ect! identify how eachone supports business strategies! assess the potential nancial benets


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and other benets of each pro%ect! and provide your initial assessment ofthe value of each pro%ect. *rite your results in a one to twopage memoto top management! including appropriate backup information andcalculations.

2. @valuate the four pro%ects in the -unning Case sectionby preparing a weighted scoring model using the template provided on

the companion *eb site for this te)t. =evelop at least four criteria! assignweights to each criterion! assign scores! and then calculate the weightedscores. 7rint the spreadsheet and bar chart with the results. 8lso write aonepage paper that describes this weighted scoring model and theresults.

3. 7repare a business case for the recreation and wellnessintranet pro%ect. 8ssume that the pro%ect will take si) months to completeand cost about 9!. Bse the business case template provided on thecompanion *eb site for this te)t.

4. 7repare a pro%ect charter for the recreation andwellness intranet pro%ect. 8ssume that the pro%ect will take si) months tocomplete and cost about 9!. Bse the pro%ect charter templateprovided in this te)t and the sample pro%ect charter provided in Table 41as guides.

5. 7repare a change reAuest for the recreation andwellness intranet pro%ect! using the template provided on the companion*eb site for this te)t. 6e creative when making up information.

Part ": Project Sco#e Management"anagers at "anage #our $ealth! nc. /"#$0 selected Tony 7rince as thepro%ect manager for the -ecreation and *ellness ntranet 7ro%ect. Theschedule goal is si) months! and the budget is 9!. Tony has previouspro%ect management and systems analysis e)perience within the company!and he is an avid sports enthusiast. Tony was starting to put the pro%ect teamtogether. $e knew he would have to develop a survey to solicit input from allemployees about the new system and make sure it was userfriendly.

-ecall from Chapter 4 that this system would include the followingcapabilities,

• 8llow employees to register for companysponsored recreationalprograms! such as soccer! softball! bowling! %ogging! and walking.

• 8llow employees to register for companysponsored classes andprograms to help them manage their weight! reduce stress! stopsmoking! and manage other healthrelated issues.

• Track data on employee involvement in these recreational and healthmanagement programs.

• ;<er incentives for people to %oin the programs and do well in them/e.g.! incentives for achieving weight goals! winning sports teamcompetitions! etc.0.

8ssume that "#$ would not need to purchase any additional hardware orsoftware for the pro%ect.Ta!


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1. =ocument your approach for collecting reAuirements for the pro%ectdescribed in the -unning Case section. nclude at least ve reAuirementsin a reAuirements traceability matri).

2. =evelop a rst version of a pro%ect scope statement for the pro%ect. Bsethe template provided on the companion *eb site for this te)t and thee)ample in Chapter 3 as guides. 6e as specic as possible in describing

product characteristics and reAuirements! as well as all of the pro%ect(sdeliverables. 6e sure to include testing and training as part of the pro%ectscope.

3. =evelop a work breakdown structure for the pro%ect. 6reak down the workto evel 3 or evel 4! as appropriate. Bse the template on the companion*eb site and samples in this te)t as guides. 7rint the *6' in list form. 6esure the *6' is based on the pro%ect charter /created for the Chapter 4-unning Case0! the pro%ect scope statement created in Task ! and otherrelevant information.

4. Bse the *6' you developed in Task 3 to begin creating a Gantt chartusing your choice of software. =o not enter any durations ordependencies. 7rint the resulting Gantt chart on one page! and be sure todisplay the entire Task +ame column.

5. =evelop a strategy for scope validation and change control for thispro%ect. *rite a short paper summari>ing key points of the strategy.

Part $: Project Time Management Tony 7rince is the pro%ect manager for the -ecreation and *ellness ntranet7ro%ect. Team members include you! a programmer:analyst and aspiringpro%ect manager5 7atrick! a network specialist5 +ancy! a business analyst5 and6onnie! another programmer:analyst. ;ther people are supporting the pro%ectfrom other departments! including #usa< from human resources andCassandra from nance. 8ssume that these are the only people who can be

assigned and charged to work on pro%ect activities. -ecall that your scheduleand cost goals are to complete the pro%ect in si) months for under 9!.Ta!1. -eview the *6' and Gantt chart you created for Tasks 3 and 4 in

Chapter 2. 7ropose three to ve additional activities that would help youestimate resources and durations. *rite a onepage paper describingthese new activities.

2. dentify at least eight milestones for the -ecreation and *ellness

ntranet 7ro%ect. *rite a short paper describing each milestone using the'"8-T criteria. =iscuss how determining these milestones might addactivities or tasks to the Gantt chart. -emember that milestones normallyhave no duration! so you must have tasks that will lead to completing the

milestone.3. Bsing the Gantt chart you created for Task 4 in Chapter 2 and the new

activities and milestones you proposed in Tasks 1 and above! create anew Gantt chart using 7ro%ect 13. @stimate the task durations and enterdependencies as appropriate. -emember that your schedule goal for thepro%ect is si) months. 7rint the Gantt chart and network diagram! each onone page.


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4. *rite a short paper summari>ing how you would assign people to each

activity from Tasks 1! ! and 3. nclude a table or matri) listing how manyhours each person would work on each task. These resource assignmentsshould make sense given the duration estimates made in Task 3 above.-emember that duration estimates are not the same as e<ort estimatesbecause they include elapsed time.

Part %: Project Cot Management Tony 7rince and his team are working on the -ecreation and *ellness ntranet7ro%ect. They have been asked to rene the e)isting cost estimate for thepro%ect so they can evaluate supplier bids and have a solid cost baseline forevaluating pro%ect performance. -ecall that your schedule and cost goals areto complete the pro%ect in si) months for under 9!.Ta!1. 7repare and print a onepage cost model for the pro%ect described in

the -unning Case! similar to the model provided in igure D. Bse thefollowing *6'! and be sure to document your assumptions in preparingthe cost model. 8ssume a labor rate of 91:hour for the pro%ect managerand 9E:hour for other pro%ect team members. 8ssume that none of thework is outsourced! labor costs for users are not included! and there areno additional hardware costs. The total estimate should be 9!.1. 7ro%ect management. -eAuirements denition3. *eb site design

3.1 -egistration for recreational programs3.2 -egistration for classes and programs3.3 Tracking system3.4 ncentive system

4. *eb site development4.1

-egistration for recreational programs4.2 -egistration for classes and programs4.3 Tracking system4.4 ncentive system

2. TestingE. Training! rollout! and support

. Bsing the cost model you created in Task 1! prepare a cost baseline byallocating the costs by *6' for each month of the pro%ect.

3. 8ssume that you have completed three months of the pro%ect. The 68Cwas 9! for this si)month pro%ect. #ou can also make the followingassumptions,

7F & 91!

@F & 91!8C & 9!

a. *hat is the cost variance! schedule variance! cost performanceinde) /C70! and schedule performance inde) /'70 for the pro%ectH

b. $ow is the pro%ect doingH s it ahead of schedule or behindscheduleH s it under bud get or over budgetH

c. Bse the C7 to calculate the estimate at completion /@8C0 forthis pro%ect. s the pro%ect performing better or worse than plannedH

d. Bse the '7 to estimate how long it will take to nish this pro%ect.


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e. 'ketch an earned value chart using the preceding information.'ee igure D2 as a guide.

Part ': Project ()a*it+ Management The -ecreation and *ellness ntranet 7ro%ect team is working hard to ensurethat the new system they develop meets e)pectations. The team has a

detailed scope statement! but the pro%ect manager! Tony 7rince! wants tomake sure they(re not forgetting reAuirements that might a<ect how peopleview the Auality of the pro%ect. $e knows that the pro%ect(s sponsor and othersenior managers are most concerned with getting people to use the system!improve their health! and reduce healthcare costs. Bsers want the system tobe userfriendly! informative! fun to use! and fast.Ta!1. =evelop a list of Auality standards or reAuirements related to meeting

the stakeholder e)pectations described in the -unning Case. 8lso providea brief description of each reAuirement. or e)ample! a reAuirement mightbe that percent of employees have logged into the system within twoweeks after the system rolls out.

. 6ased on the list created for Task 1! determine how you will measureprogress on meeting the reAuirements. or e)ample! you might haveemployees log into the system as part of the training program and trackwho attends the training. #ou could also build a feature into the system totrack usage by user name! department! and other criteria.

3. 8fter analy>ing survey information! you decide to create a 7aretochart to see which types of recreational programs and companysponsoredclasses generated the most interest. irst! create a spreadsheet in @)celusing the data in the following table. ist the most freAuently reAuestedprograms or classes rst. Bse the @)cel template called paretoIchart.)lson the te)t(s companion *eb site and check your entries so the resultingchart looks similar to the one in igure ?D. 'ee the companion *eb sitefor help in creating 7areto charts.

Re,)ete- Program.C*ae / o0 Time Re,)ete-*alking program D!112Folleyball program !24*eight reduction class ?!?D2'top smoking class 4!??'tress reduction class 1!?4'occer program 3!D

Table tennis program 1'oftball program DE

Part : Project H)man Reo)rce Management'everal people working on the -ecreation and *ellness ntranet 7ro%ect areconfused about their responsibilities for the testing portion of the pro%ect.-ecall that the team members include you! a programmer:analyst andaspiring pro%ect manager5 7atrick! a network specialist5 +ancy! a businessanalyst5 and 6onnie! another programmer:analyst. Tony 7rince is the pro%ectmanager! and he has been working closely with managers in otherdepartments to make sure everyone knows what(s going on with the pro%ect.


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1. 7repare a responsibility assignment matri) based on the followinginformation, The main tasks for testing include writing a test plan! unittesting! integration testing for each of the main system modules/registration! tracking! and incentives0! system testing! and useracceptance testing. n addition to the pro%ect team members! a team ofuser representatives is available to help with testing! and Tony has also

hired an outside consulting rm to help as needed. 7repare a -8C chart tohelp clarify roles and responsibilities for these testing tasks. =ocumentkey assumptions you make in preparing the chart.

. The employees of the outside consulting rm and the userrepresentatives have asked you to create a resource histogram to showhow many people you think the pro%ect will need for testing! and to showwhen testing will occur. 8ssume that the consulting rm has %unior andsenior testers and that the user group has workers and managers. #ouestimate that you(ll need the involvement of both groups in testing over aperiod of si) weeks. 8ssume that you(ll need one senior tester for all si)weeks! two %unior testers for the last four weeks! two usergroup workersfor the rst week! four usergroup workers for the last three weeks! and

two usergroup managers for the last two weeks. Create a resourcehistogram like the one in igure E based on this information.

3. ;ne of the issues in Tony(s issue log is the ability to work e<ectivelywith the user group during testing. 8ccording to "6T classications! Tonyknows that several of his pro%ect team members are very introverted andstrong thinking types! while several members of the user group are verye)troverted and strong feeling types. *rite a onepage paper thatdescribes options for resolving this issue.

Part 2: Project Comm)nication Management'everal issues have arisen on the -ecreation and *ellness ntranet 7ro%ect.

The person from the $- department who was supporting the pro%ect left thecompany! and now the team needs more support from that group. 8 memberof the user group that supports the pro%ect is e)tremely vocal and hard towork with! and other users can hardly get a word in at meetings. The pro%ectmanager! Tony! is getting weekly status reports from all of his teammembers! but many of them do not address obvious challenges that peopleare facing. The team is having diJculty deciding how to communicatevarious pro%ect reports and documents and where to store all of theinformation being generated. -ecall that the team members include you! aprogrammer:analyst and aspiring pro%ect manager5 7atrick! a networkspecialist5 +ancy! a business analyst5 and 6onnie! anotherprogrammer:analyst.1. 7repare a partial communications management plan to address some

of the challenges mentioned in the previous paragraph.. 7repare a template and sample of a good weekly progress report that

could be used for this pro%ect. nclude a list of tips to help team membersprovide information on these reports.

3. *rite a onepage paper describing two suggested approaches tocommunicating with the hardtoworkwith user.

Part 3: Project Ri! Management


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Tony and his team identied some risks during the rst month of the-ecreation and *ellness ntranet 7ro%ect. $owever! all they did was documentthe risks in a list. They never ranked the risks or developed any responsestrategies. 6ecause the pro%ect has had several problems! such as key teammembers leaving the company! users being uncooperative! and teammembers not providing good status information! Tony has decided to be more

proactive in managing risks. $e also wants to address positive risks as well asnegative risks.1. Create a risk register for the pro%ect! using Table 112 and the data

after it as a guide. dentify si) potential risks! including risks related to theproblems described in the previous paragraph. nclude negative andpositive risks.

. 7lot the si) risks on a probability:impact matri)! using igure 112 as aguide. 8lso assign a numeric value for the probability and impact of eachrisk on meeting the main pro%ect ob%ective. Bse a scale of 1 to 1 inassigning the values! with 1 representing the lowest values. or a simplerisk factor calculation! multiply the probability score and the impact score.8dd a column called -isk 'core to your risk register to the right of the

impact column. @nter the new data in the risk register. *rite yourrationale for how you determined the scores for one of the negative risksand one of the positive risks.

3. =evelop a response strategy for one of the negative risks and one ofthe positive risks. @nter the information in the risk register. 8lso write aseparate paragraph describing what specic tasks would be reAuired toimplement the strategy. nclude time and cost estimates for each strategyas well.

Part 4: Project Proc)rement Management'enior management at "anage #our $ealth! nc. /"#$0 decided that it wouldbe best to outsource employee training on the -ecreation and *ellnesssystem! which will be rolled out soon. "#$ also wants to outsource theincentive program designed to motivate employees to use the system andimprove their health. "#$ feels that the right outside company could getpeople e)cited about the system and provide a good incentive program. 8spart of the seller selection process! "#$ will reAuire interviews and samplesof similar work to be presented to a review team. -ecall that "#$ has morethan ! fulltime employees and more than 2! parttime employees.8ssume that the work would involve several instructorled training sessions!developing a training video that employees could view from the company(sintranet site! developing a training manual for the courses that anyone candownload from the intranet site! developing an incentive program for usingthe system and improving health! creating surveys to assess the training andincentive programs! and developing monthly presentations and reports onthe work completed. The initial contract would last one year! with annualrenewal options.1. 'uppose that your team has discussed management(s reAuest. #ou

agree that it makes sense to have another organi>ation manage theincentive program for this new application! but you do not think it makessense to outsource the training. #our company has e)tensive e)periencedoing internal training. #ou also know that your sta< will have to support


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the system! so you want to develop the training to minimi>e futuresupport calls. *rite a onepage memo to senior management stating whyyou think the training should be done inhouse.

. 8ssume that the source selection criteria for evaluating proposals areas follows,

• "anagement approach! 12K

• Technical approach! 12K

• 7ast performance! K

• 7rice! K

• nterview results and samples! 3KBsing igure 12 and the weighted scoring model template as guides!create a spreadsheet that could be used to enter ratings and calculatescores for each criterion and total weighted scores for three proposals.@nter scores for 7roposal 1 as ?! ! D! ! and ?! respectively. @nterscores for 7roposal as ! 2! 2! ?! and 2. @nter scores for 7roposal 3as E! ! ! ?! and E2. 8dd a paragraph to the spreadsheet thatsummari>es the results and your recommendation. 7rint your results on

one page.3. =raft potential clauses that you could include in the contract to

provide incentives to the seller based on "#$ achieving its main goal ofimproving employee health and lowering healthcare premiums as a resultof this pro%ect. 6e creative in your response! and document your ideas in aonepage paper.

Part 15: Project Sta!e6o*-er Management-ecall from previous chapters that the following people are involved in the"anage #our $ealth! nc. /"#$0 -ecreation and *ellness system,

• Tony 7rince! the pro%ect manager

• $illary! the pro%ect sponsor

• #ou and 6onnie! programmer:analysts in the T department• 7atrick! a network specialist in T

• +ancy! a business analyst in T

• Gayle! the sponsor and F7 of human resources

• #usa<! a human resources specialist

• Cassandra! a nance specialist

• 'upplier 8! who was hired to handle training on the new system andmanage an incentives program

• ! fulltime employees and 2! parttime employees! all ofwhom are potential users of the new system

1. 7repare a stakeholder register using the preceding information. "ake up

other information as needed.. Create a stakeholder management strategy for the pro%ect! focusing on

members who are not on the pro%ect team! such as $illary! Gayle! the leadperson from 'upplier 8! and a vocal member of a user group testing thenew system. 6e creative in developing potential management strategies.

3. 7repare an issue log for the pro%ect. nclude past issues discussed in priorchapters! such as #usa< leaving the company! a diJcult and vocal


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member of the user group! and unproductive meetings. "ake up threeadditional potential issues.

ADDITIONAL CASE ": GREEN COMPUTING

RESEARCH PRO7ECT+ote, This case was based on the seventh edition of Information TechnologyProject Management . -eferences to gure numbers may vary from the eighthedition.

Part 1: Project Integration Management #ou work for *e 8re 6ig! nc.! an international rm with more than 1!employees in several countries. 8 strategic goal is to help improve theenvironment while increasing revenues and reducing costs. The@nvironmental Technologies 7rogram %ust started! and the F7 of ;perations!+atalie! is the program sponsor. to is the program manager! and there is asteering committee made up of 1 senior e)ecutives! including +atalie! whooversees the program. 'everal pro%ects operate within this program!including the Green Computing -esearch 7ro%ect. The C; and pro%ectsponsor! 6en! has given this pro%ect high priority and plans to hold specialinterviews to handpick the pro%ect manager and team. 6en is also a memberof the program steering committee. 6efore coming to *e 8re 6ig! 6ensponsored a pro%ect at a large computer rm to improve data centereJciency. This pro%ect! however! is much broader. The main purpose of theGreen Computing -esearch 7ro%ect is to research possible applications ofgreen computing! including the following,

• =ata center and overall energy eJciency

• =isposal of electronic waste and recycling

•

Telecommuting• Firtuali>ation of server resources

• Thin client solutions

• Bse of open source software

• =evelopment of new software to address green computing for internaluse and potential sale to other organi>ations

The budget for the pro%ect is 92!! and the goal is to provide ane)tensive report! including detailed nancial analysis and recommendationsfor which green computing technologies to implement. ;Jcial pro%ect reAuestforms for the recommended solutions will also be created as part of thepro%ect.

6en decided to have ve people working fulltime on this si)monthpro%ect and to call on people in other areas as needed. $e wanted to bepersonally involved in selecting the pro%ect manager and to have that personhelp him select the rest of the pro%ect team. 6en wanted to nd peoplealready working inside the company! but he was also open to reviewingapplications for potential new employees to work specically on his pro%ect aslong as they could start Auickly. 6ecause many good people were located indi<erent parts of the world! 6en thought it made sense to select the bestpeople he could nd and allow them to work virtually on the pro%ect. 6en also


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wanted the pro%ect manager to do more than %ust manage the pro%ect. Thepro%ect manager would also do some of the research! writing! and editingreAuired to produce the desired results. 6en was also open to paying e)pertconsultants for their advice and to purchasing books and related articles asneeded.Ta!

1. -esearch green computing and green pro%ects performed by largeorgani>ations such as 6"! =ell! $7! and Google. 'eewww.greenercom"uting.com and similar sites provided on thecompanion *eb site! or nd sites yourself. nclude your denition ofgreen computing to incorporate all of the topics listed in thebackground scenario. =escribe each area of green computing!including a detailed e)ample of how at least one organi>ation hasimplemented each area! and investigate the return on investment.'ummari>e your results in a short paper! and cite at least threereferences.

. 7repare a weighted decision matri) using the template namedwtdIdecisionImatri).)ls from the companion *eb site. 6en will use this

matri) to evaluate applicants for pro%ect manager for this importantpro%ect. =evelop at least ve criteria! assign weights to each criterion!assign scores! and then calculate the weighted scores for four ctitiousapplicants. 7rint the spreadsheet and bar chart with the results. *rite aonepage paper that describes the weighted decision matri) andsummari>es the results.

3. 7repare the nancial section of a business case for the GreenComputing -esearch 7ro%ect. 8ssume that this pro%ect will take si)months to complete /in #ear 0 and will cost 92!. The costs toimplement some of the technologies will be 9 million for year one and9E! for years two and three. @stimated benets are 92! inthe rst year after implementation and 9.2 million in the following twoyears. Bse the business case spreadsheet template/businessIcaseInancials.)ls0 from the companion *eb site to helpcalculate the +7F! -;! and the year in which payback occurs. 8ssumea D percent discount rate! but make sure the rate is an input that iseasy to change.

4. 7repare a pro%ect charter for the Green Computing -esearch 7ro%ect.8gain! assume that the pro%ect will take si) months to complete andthat the budget is 92!. Bse the pro%ect charter template/charter.doc0 and e)amples of the pro%ect charters in Chapters 3 and 4as guidelines. 8ssume that part of the approach is to select the pro%ectteam as Auickly as possible.

2. 6ecause people will reAuest changes to the pro%ect! make sure thatyou have a good integrated change control process in place. #ou alsowant to address change reAuests as Auickly as possible. -eview thetemplate for a change reAuest form /changeIreAuest.doc0 provided onthe companion *eb site. *rite a short paper that describes how youplan to manage changes on this pro%ect in a timely manner. @)plainwho will be involved in making change control decisions! whatpaperwork or electronic systems will be used to collect and respond tochanges! and other related issues.


http://www.greenercomputing.com/

http://www.greenercomputing.com/

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Part ": Project Sco#e ManagementCongratulationsL #ou have been selected as the pro%ect manager for theGreen Computing -esearch 7ro%ect. The company(s C;! 6en! is the pro%ectsponsor! and to is the program manager for the larger @nvironmental

Technologies 7rogram. +ow you need to put together your pro%ect team and

get to work on this highvisibility pro%ect. #ou will work with 6en to handpickyour team. 6en had already worked with the $- department to advertiseteam openings internally and outside the company. 6en also used hispersonal contacts to let people know about this important pro%ect. n addition!you are encouraged to use outside consultants and other resources asappropriate. nitial estimates suggest that about 93! of the fundsbudgeted for this pro%ect will go to internal staJng! and the rest will go tooutside sources. The main products you will create are a series of researchreportsMone for each green computing technology listed earlier and a nalreport that includes all data. #ou will also produce formal pro%ect proposals forat least four recommendations to implement some of these technologies. 6ensuggested that the team should develop at least di<erent pro%ect ideas

and then recommend the top four based on e)tensive analysis. 6en thoughtthat some type of decision support model would make sense to help collectand analy>e the pro%ect ideas. #ou are e)pected to tap into resources that areavailable from the @nvironmental Technologies 7rogram! so you need toinclude some of those resources in your pro%ect budget. 6en mentioned thatsome research had already been done on increasing the use oftelecommuting. 6en also showed you e)amples of what he considered goodresearch reports. #ou notice that his e)amples are very professional! withplenty of charts and references5 most are to 3 pages and are singlespaced. 6en has also shown you e)amples of good formal pro%ect proposalsfor *e 8re 6ig! nc. These proposals are Auite detailed as well5 they oftenreference other research and include a detailed business case.Ta!

1. =ocument reAuirements for your pro%ect so far! including areAuirements traceability matri). Bse the reAsImatri).)ls templateprovided on the companion *eb site. 8lso include a list of Auestionsyou would like to ask the sponsor about the scope.

. =evelop a scope statement for the pro%ect using the template provided/scopeIstatement.doc0. 6e as specic as possible in describing productcharacteristics and deliverables. "ake assumptions as needed!assuming you received answers to your Auestions in Task 1.

3. =evelop a work breakdown structure /*6'0 for the pro%ect. 6reak downthe work to level 3 or level 4! as appropriate. Bse the wbs.doc templateon the companion *eb site and samples in the te)t as guides. 7rint the*6' in list form as a *ord le. 6e sure to base your *6' on thepro%ect scope statement! stakeholder reAuirements! and other relevantinformation. -emember to include the work involved in selecting therest of your pro%ect team and outside resources as well as coordinatingwith the @nvironmental Technologies 7rogram. Bse the pro%ectmanagement process groups as level *6' items or include pro%ectmanagement as a level *6' item to make sure you include workrelated to managing the pro%ect.


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4. Bse the *6' you developed in Task 3 to create a Gantt chart for thepro%ect in "icrosoft 7ro%ect 13. Bse the outline numbering feature todisplay the outline numbers. Click Tools on the menu bar! click ;ptions!and then click 'how outline number. =o not enter any durations ordependencies. 7rint the resulting Gantt chart on one page! and makesure to display the entire Task +ame column.

Part $: Project Time Management8s pro%ect manager! you are actively leading the Green Computing -esearch7ro%ect team in developing a schedule. #ou and 6en found three internalpeople and one new hire to ll the positions on the pro%ect team as follows,

• "att is a senior technical specialist in the corporate T department.$e works in the building ne)t to yours and 6en(s. $e is an e)pert incollaboration technologies! and he volunteers in his community tohelp organi>e ways for residents to dispose of computers! printers!and cell phones.

• Teresa is a senior systems analyst in the T department in a city 2miles away from your oJce. 'he %ust nished an analysis ofvirtuali>ation of server resources for her oJce! which hasresponsibility for the company(s data center.

• Names is a senior consultant in the strategic research department ina city 1! miles away from your oJce. $e has a great reputationas being a font of knowledge and e)cellent presenter. 8lthough heis over E! he has a lot of energy.

• e is a new hire and former colleague of 6en(s. 'he was working in"alaysia! but she was planning to move to your location and beginwork about four weeks after the pro%ect started. e wrote herdoctoral thesis on green computing.

*hile waiting for everyone to start working on your pro%ect! you talked to

several people who were working on other pro%ects in the @nvironmental Technologies 7rogram and you did some research on green computing. #oucan use a fair amount of the work already done on telecommuting! and youhave the name of a consulting rm to help with that part of your pro%ect! ifneeded. to and 6en both suggested that you get up to speed on availablecollaboration tools because much of your pro%ect work will be done virtually.

They knew that "att would be a tremendous asset for your team in that area. #ou have contacted other T sta< to get detailed information on yourcompany(s needs and plans in other areas of green computing. #ou alsofound out about a big program meeting in @ngland ne)t month that you andone or two of your team members should attend. -ecall that the GreenComputing -esearch 7ro%ect is e)pected to be completed in si) months! and

you and your four team members are assigned fulltime to the pro%ect. #ourpro%ect sponsor! 6en! has made it clear that delivering a good product is themost important goal! and he thinks you should have no problem meetingyour schedule goal. $e can authori>e additional funds! if needed. #ou havedecided to hire a parttime editor and consultant! =eb! to help your teamproduce the nal reports and pro%ect proposals. #ou know =eb from a past

%ob. #our team has agreed to add a oneweek bu<er at the end of the pro%ectto ensure that you nish on time or early.Ta!


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1. -eview the *6' and Gantt chart you created for Tasks 3 and 4 in 7art. 7ropose three to ve additional activities you think are needed tohelp you estimate resources and durations. *rite a onepage paperthat describes these new activities.

. dentify at least four milestones for this pro%ect. *rite a onepagepaper that describes each milestone using the '"8-T criteria.

3. Bsing the Gantt chart you created for Task 4 in 7art ! and the newactivities and milestones you proposed in Tasks 1 and above!estimate the task durations and enter dependencies as appropriate.-emember that your schedule goal for the pro%ect is si) months. 7rintthe Gantt chart and network diagram.

4. *rite a onepage paper that summari>es how you would assign peopleto each activity. nclude a table or matri) that lists the number of hourseach person would work on each task. These resource assignmentsshould make sense given the duration estimates made in Task 3.

2. 8ssume that your pro%ect team starts falling behind schedule. nseveral cases! it is diJcult to nd detailed information on some of thegreen computing technologies! especially nancial data. #ou know that

it is important to meet or beat the si)month schedule goal! but Aualityis the most important goal. =escribe contingency strategies for makingup lost time and avoiding schedule slips in the future.

Part %: Project Cot Management #our pro%ect sponsor has asked you and your team to rene the cost estimatefor the pro%ect so that a solid cost baseline e)ists for evaluating pro%ectperformance. -ecall that your schedule and cost goals are to complete thepro%ect in si) months or less for under 92!. nitial estimates suggestedthat about 93! would be spent on internal labor. #ou mistakenly thoughtthat travel costs would be included in that 93!! but now you reali>e thattravel is a separate cost item. The trip to @ngland early in the pro%ect cost9E!! which you had not e)pected.Ta!

1. 7repare and print a onepage cost estimate for the pro%ect! similar tothe one provided in Chapter D. Bse the *6' categories you createdearlier! and be sure to document assumptions you make in preparingthe cost estimate. 8ssume a burdened labor rate of 91:hour foryourself /the pro%ect manager0! 9:hour for Teresa! Names! and e! and9?:hour for "att. 8ssume about 9:hour for outsourced labor.

. Bsing the cost estimate you created in Task 1! prepare a cost baselineby allocating the costs by *6' for each month of the pro%ect.

3. 8ssume that you have completed three months of the pro%ect and haveactual data. The 68C was 92! for this si)month pro%ect. 8lsoassume the following,7F O 91E!@F O 912!8C O 91?!Bsing this information! write a short report that answers the followingAuestions.a. *hat is the cost variance! schedule variance! cost performance

inde) /C70! and schedule performance inde) /'70 for the pro%ectH


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b. Bse the C7 to calculate the estimate at completion /@8C0 for thispro%ect. Bse the '7 to estimate how long it will take to nish thispro%ect. 'ketch an earned value chart using the precedinginformation! including the @8C point. 'ee igure D2 as a guide.*rite a paragraph that e)plains the information in the chart.

c. $ow is the pro%ect doingH s it ahead of schedule or behind

scheduleH s it under budget or over budgetH 'hould you alert yoursponsor or other senior management and ask for assistanceH

4. 'everal tasks that involve getting inputs from consultants outsideyour own company have cost more and taken longer to completethan planned. #ou have talked to the consultants several times! butthey say they are doing their best. #ou also underestimated travelcosts for this pro%ect. *rite a onepage paper that describescorrective action you could take to address these problems.

Part ': Project ()a*it+ Management The Green Computing -esearch 7ro%ect team is working hard to ensure thatits work meets e)pectations. The team has a detailed pro%ect scopestatement and schedule! but as the pro%ect manager! you want to make surethat you(ll satisfy key stakeholders! especially 6en! the pro%ect sponsor! andto! the program manager. #ou have seen how tough to can be on pro%ectmanagers after listening to his critiAues of other pro%ect managers at themonthly program review meeting. $e was adamant about having solidresearch and nancial analysis and liked to see people use technology tomake Auick whatif pro%ections. #ou were impressed to see that several otherpro%ect teams had developed computer models to help them performsensitivity analysis and make important decisions. "ost of the models weredeveloped using @)cel! which to preferred! and you were glad that you and"att were e)perts in @)cel. to was easy on you at your rst monthly reviewbecause things were %ust getting started! but he did give you a list of items toreport on ne)t month. #ou had 6en at the review to help answer some of thetough Auestions! but you wanted to be able to hold your own at futuremonthly meetings.Ta!

1. =evelop a list of at least ve Auality standards or reAuirements relatedto meeting stakeholder e)pectations! especially 6en and to(s. 8lsoprovide a brief description of each standard or reAuirement. ore)ample! a reAuirement might be related to the computer model! andmight state that the computer model you create to analy>e the ormore green technologies will be done in @)cel 1. ;ther standardsor reAuirements might be related to the Auality of the nancial analysisand research you use.

. -eview the 'even 6asic Tools of Puality. 7ick one and create a scenariorelated to this pro%ect where the tool would be useful. =ocument thescenario and tool in a short paper.

3. ind a highAuality research report related to green computing.'ummari>e the report in a short paper that describes the high Aualityof the research.

Part : Project H)man Reo)rce Management


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#ou are ve weeks into the Green Computing -esearch 7ro%ect! and the fulltime team members are together for the rst time. #ou! 6en! "att! and e allwork in the same location! but Teresa and Names are based out of town anddo most of their work virtually. e is also new to the company and has %ustmoved to the Bnited 'tates. 'he is staying in a hotel and looking for a placeto live. 'he(d like to buy her rst home! but she wants to make sure it(s a

good investment and somewhere she(d like to stay for at least ve years. #ouget along well with your pro%ect sponsor! 6en! and "att is a great resource!although he is e)tremely reserved. e is also very Auiet! and you Auicklydiscover that she is an e)cellent researcher and writer! but she is notcomfortable speaking in public. Teresa and Names are much more talkativeand are e)cited to be working on this pro%ect. $owever! Names seems to bereluctant to use much technology to share ideas! and he en%oys facetofacemeetings and discussions. #ou have made preliminary agreements with twooutside consultants to assist you with editing and the teleconferencing topicfor your research. #ou have to prepare a monthly progress report andpresentation for to! the program manager. #ou also have short meetings asneeded with 6en! your sponsor! and you send him a weekly progress report.

Ta!1. 6efore this rst facetoface meeting! you asked everyone to

send a brief introductory email! including links to their personal *ebsites! inkedn sites! and other sites. #ou also asked everyone to take ashort version of the "yers6riggs Type ndicator /"6T0 online andshare the results with the rest of the team. Take this test yourself atwww.humanmetrics.com and research how di<erent "6T typesrespond to work environments! especially for research pro%ects andwith virtual teams. 'ummari>e your ndings in a short paper. 8lsodocument what you would write in an email to introduce yourself!assuming you are the pro%ect manager for this pro%ect. 6e creative inyour response.

. 7repare a responsibility assignment matri) in -8C chart formatbased on the *6' you created earlier and the information you have onpro%ect team members and other stakeholders. Bse the template/ram.)ls0 and samples in the te)t. =ocument key assumptions youmade in preparing the chart.

3. 6ecause everyone will be in town for most of the week! youwant to make sure they develop good working relationships. #ou alsowant everyone to work together eJciently. #ou asked "att to reviewcollaboration tools and recommend which ones the team should use forthis pro%ect. 8s "att starts demonstrating some of the tools! includingwebcams and wikis! you notice that a couple of team members seemuncomfortable! especially Names. $e thought that he would be incharge of certain aspects of the research reports! and wasuncomfortable with the idea of other team members being able tochange his work in a wiki. e did not like the idea of using a web cam.'he(d rather not have her face on video when communicating virtually.=iscuss these human resource concerns and others that you thinkwould be common in this situation. nclude strategies for addressingthese concerns as well.


http://www.humanmetrics.com/

http://www.humanmetrics.com/

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Part 2: Project Comm)nication Management'everal communications issues have arisen on the Green Computing-esearch 7ro%ect in the three months since the pro%ect started. #our team hadagreed to post all of its work on a shared site! but a couple of team membersdon(t seem to like using the site and prefer to use emails and attachments.*hen they do! other team members cannot easily see the work in one place

or provide feedback using the wiki tools. t is also clear that some teammembers are better researchers and writers than others. *hen you haveweekly conference calls with the webcams! at least a couple of teammembers don(t use the webcam and rely on the audio instead. #ou nd thatthe meetings rarely end on time because some team members become verytalkative. 8lso! you were grilled by to at the last monthly program reviewmeeting. $e thought you(d be much further along in the pro%ect by now ande)pects you to have a recommendation for a promising green computingpro%ect by ne)t month. #ou haven(t seen any great ideas yet. #ou want tostart having facetoface meetings at least twice a month! but you know itwould make your pro%ect go over budget even more. 8t least the @)cel modelis going well. #ou and "att have put a good deal of time into developing it. f

only you had enough good data to put into it.Ta!

1. *rite a short memo that describes some of the problems youare facing. #ou would like to discuss the problems with seasoned!ob%ective pro%ect managers to get their advice.

2. -esearch the use of wikis and address the concerns that severalteam members have about using them! especially their fear of havingothers Qmess upR their work. =ocument your ndings in a short paper.

3. *rite a short paper describing how you might approach two ofthe conSicts described above.

Part 3: Project Ri! Management6ecause several problems have occurred on the Green Computing -esearch7ro%ect! as described in the previous section! you decide to be more proactivein managing risks. #ou also want to address positive and negative risks.Ta!

1. Create a risk register for the pro%ect using the riskIregister.)lstemplate. dentify si) potential risks! including at least two positiverisks.

2. 7lot the si) risks on a probability:impact matri) using theprobIimpactImatri).ppt template. 7rint the matri). 8ssign anumeric value for the probability of each risk occurring and itsimpact on meeting the main pro%ect ob%ectives. Bse a scale of 1 to

1 to assign the values! with 1 being the highest. or a simple riskfactor calculation! multiply the probability score by the impactscore. =ocument the results in a onepage paper5 include yourrationale for how you determined the scores for one of the negativerisks and one of the positive risks.

3. =evelop a response strategy for one of the negative risks and oneof the positive risks. @nter the information in the risk register andthen print the complete risk register. 8lso! write a onepage paper


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describing the specic tasks needed to implement these twostrategies. nclude time and cost estimates for each strategy.

Part 4: Project Proc)rement Management8fter a monthly program management review meeting four months into yourpro%ect! to and 6en approved another 91! and an additional month to

complete the work. #ou provided a strong rationale to %ustify additional travelfunds and more money for outside consultants to help you nd good researchinformation. #ou decided to have Names return to his old %ob because he didn(tseem open to sharing ideas with others. t would be best to have one of theparticipating consulting rms do the work that Names was assigned to do!even though the cost would be greater. The lead consultant! 8nne! has donea great analysis of improving overall energy eJciency for the company5 herideas could save millions of dollars each year. 6en! your pro%ect sponsor! wasdisappointed that you couldn(t meet the original time and cost goals! but hewants to make sure that the nal results are of high Auality.Ta!

1. =raft a contract to have 8nne(s consulting rm perform the work

that Names was supposed to do for this pro%ect. 8ssume that thecontract would last for three months and that 8nne would be workingabout halftime! earning 9: hour. 'he would also have otherconsultants do up to 1 hours of work at 912:hour. They would domost of the work virtually! but 8nne would come to town at least oncea month for facetoface meetings. imit the contract to two or threepages! and be sure to address specic personnel and travelreAuirements. 8lso make sure that all work produced is owned andcopy righted by your company e)clusively.

. =eb! the editor you hired for this pro%ect! has asked for yourassistance in organi>ing the nal comprehensive research report. =rafta onepage e)ecutive summary and a table of contents for the report.

3. 7repare a lessonslearned report for what you have learned sofar as the manager of this pro%ect. Bse the template provided on thecompanion *eb site /lessonsIlearnedIreport.doc05 be creative in yourresponse. 8lthough this is not really a procurement task! it is providedhere for convenience.

Part 15: Project Sta!e6o*-er Management-eview what has happened so far in this case! especially the information from7art D, 7ro%ect Communications "anagement. 8ssume that the pro%ect is stillin its early stages! and that you %ust presented information in the rstmonthly program review. to was upset about the lack of progress! and hetold 6en! your pro%ect sponsor.Ta!

1. 7repare a power:interest grid for stakeholders on this pro%ect.. 7repare part of a stakeholder management plan for the pro%ect!

focusing on how you could develop and improve relationships with keystakeholders.

3. Create an issue log for the pro%ect using the template provided/issueIlog.doc0. ist at least four issues and related information based


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on the scenario presented and information from the Communicationssection.

ADDITIONAL CASE $: REAL PRO7ECTS1

+ote, "y personal preference is to use real pro%ects as part of a pro%ectmanagement class. t helps students gain realworld e)perience and practiceworking with a QrealR sponsor and other stakeholders. 7ro%ects often producevery useful results for the college! nonprot organi>ations! businesses! or thestudents themselves. The information below is based on my personale)perience and syllabi instructions for having students work on real pro%ectsin a team setting. give students the option of doing another case study! butthe vast ma%ority of students choose to work on a real pro%ect.

8n important part of coming up with good pro%ect ideas is the followingreAuired homework assignment! due very early in the course. @ach studentmust do the homework! so as long as you get about one good idea out ofevery four! you should have enough real pro%ects to work on. often propose

additional pro%ect ideas! mostly from suggestions from colleagues or formerstudents.

In-i8i-)a* Home9or!: Project Pro#oa* 155 #oint;

$ere(s your chance to get some useful work doneL @ach student will proposea pro%ect to be done as part of this class! and hopefully we will do several ofthem. @ven if you want to do a case study instead of a real pro%ect! you muststill propose a real pro%ect. 7ro%ects must have a sponsor /can be a student!friend! relative! boss! community leader! etc.0! provide a needed service orproduct! and be a good t for this class. @ach student normally spendsbetween 4 hours on the class pro%ect. -eview my *eb site and look atsome of the past student pro%ects and the information in the syllabus about

the pro%ects. Then write a proposal for a potential pro%ect! using the #otentia* #roject tem#*ate. Talk to the sponsor <e0ore writing theproposal! and try to come up with a good proposalL Think about pro%ects atwork! for community groups! etc. that you could do. f you do not do a realpro%ect! you will work on a case study. #ou still need to propose a real pro%ect!though! to get e)perience doing thatL

t is also important to e)plain how grades will be determined for theseteam pro%ects. 6elow is another individual homework assignment that allowseach student to provide inputs on his:her own team pro%ect grade and thegrade of each team member. They do this assignment for both the realpro%ects and case studies! and it is due the last day of class.

In-i8i-)a* Home9or!: Se*0=Aement 155 #oint;*rite a 1page selfassessment based on the team pro%ect! answering thefollowing Auestions,

• f you had to give your team a grade for the pro%ect! what would itbeH *hyH

• *hat were your roles and responsibilities on the group pro%ectH$ow well do you think you performed on this pro%ectH


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• 6rieSy assess each team member(s performance. f you had to giveeach person! including yourself! a grade! what would it be and whyH

To compare individual contributions! if you had 1 points toallocate to your team! how would you allocate themH f you(re an8pprentice fan! what would be the order you would use to repeople from your teamH

S+**a<) Decri#tion o0 Team Project

The purpose of the team pro%ect is to use a structured approach to pro%ectmanagement in a team setting /32 students:team0. normally let teams selfselect and assign people to teams as needed. ;ne person could take the leadon each task! but other team members should provide inputs and edit thework so it is consistent and of high Auality and reSects a team e<ort. @achteam member should plan to spend "5=%5 6o)r total on the team pro%ect!including some time in class. f the pro%ect is done for someone outside of 8ugsburg! students can earn the 8ugsburg @)perience credit. Yo) m)t6a8e t6e #onor ca** or emai* me to a##ro8e t6e #roject a0ter +o)

#ro#oe it i0 +o) rea**+ 9ant to 9or! on it> f you do not choose to workon a real pro%ect! teams will work on one of the case studies in the te)t /+ew6usiness Fenture or i)er Bpper0. #ou can substitute a di<erent business ideafor the new business venture case study! if you like! with my approval.

E?am#*e o0 @rea* c*a #roject: ;ne e)ample of a past pro%ectcalled the Tempting Templates 7ro%ect *eb 'ite /which sponsored! and whichwas all done virtually0 is available on my personal *eb site/www.kathyschwalbe.com0 under 7" nfo. will show some other studentpro%ect sites in class. "ost of them were done as Google sites starting in11. ;ther e)amples of recent class pro%ects include the following,

• ;rgani>ing and running a fundraising event! like the $ockey Team

ights Cancer pro%ect /raised over 92! last fall0! a benet forsomeone with a disease! a game night at Grand 'lam! a 2& race for the"ake a *ish foundation! or making baby blankets for hurricane victims

• Creating:updating a *eb site or smart phone:table app for a smallbusiness or nonprot organi>ation

• $elping a new store market its products to college students /i.e.! 7unch7i>>a! @dible 8rrangements0

• ;rgani>ing and running a shark tank type of event to help promoteentrepreneurship /+ote, *e did this twice at 8ugsburg College withgreat interest and success.0

• -edesigning:renovating one or more rooms of someones home orrental property

Team Progre Re#ort:f you are working on a case study! (ll provide instructions on which tasks youshould have completed by the progress report dates and which ones topresent. n general! you should have the initiating tasks done for the rstprogress report and the planning tasks and some of the e)ecuting tasks donefor the second one. 6elow are instructions for what is needed for progressreports for the QrealR pro%ects. will review some of this information beforeyou present as part of an online assignment. also want to communicate


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directly with your pro%ect sponsor and have access to your team(s web site atleast a week before your rst progress report.

Progre Re#ort 1: 8ssume you! the pro%ect manager! are giving a formalprogress report to senior managers. #ou will present and review highlights ofthe following information,

• a brief introduction of your pro%ect and your team! emphasi>ing whyyou are doing the pro%ect! what your main deliverables will be! andhow you will measure success

• a onepage progress report /using the template called performancereport0

• a pro%ect charter /using template0! signed by all stakeholders!including your sponsor /an email conrmation is okay in place of asignature for now0

• a summary of communications so far with your pro%ect sponsor andinstructor /emails or documented meeting minutes0

•a preliminary scope statement /using template. +ote, =escribe eachproductoriented deliverable using at least two complete sentences0

• a team contract! emphasi>ing the communications section /usingtemplate0

• a draft schedule /using the template in "oodle for this class. willbe most interested in what you have under @)ecuting and your totalestimated hours by person. know this is a rough estimate! but dothe best you can for now. #our team can update actual hours usingGoogle docs or other means0

• a brief summary of your team(s "6T types and how they mighta<ect your team dynamics

Be )re a** o0 +o)r -oc)ment an- +o)r #reentation are on +o)r

team 9e< ite an- a*o #ro8i-e me 9it6 a 6ar- co#+ o0 t6em a**<e0ore +o) #reent> 7ut key information from each document in apresentation and make sure it is easy to read. or e)ample! you can paste theinformation from all of these documents into 7ower7oint slides. #ou can alsopull up some of the documents and >oom in so they are easier to read! likethe draft schedule. "ake sure you have consistent information in eachdocument. or e)ample! if you say in your pro%ect charter under the approachthat you will prepare a Syer for your pro%ect! describe that Syer in more detailas a deliverable in the scope statement and include it in the e)ecuting sectionof the draft schedule. t would probably fall under a summary category calledmarketing. will provide written and verbal feedback during the presentation!

%ust as a program manager would.

Progre Re#ort ": 8ssume you! a team member! are giving a formalprogress report to senior managers. #ou will present and review highlights ofthe following information,

• a onepage progress report /using the template called performancereport. 6e sure to focus on work completed since the rst progressreport0


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• an updated scope statement! including more -etai*e- descriptionsof key deliverables

• a Gantt chart created in "icrosoft 7ro%ect! based on the draftschedule you created. 6e sure to include your detailed *6' undere)ecuting! and list at least 4 milestones under e)ecuting. +ote, #oucan create the Gantt chart in 6asecamp or "indFiew or othersoftware! if you prefer.

• a probability:impact matri)! including at least 1 potential risks foryour pro%ect. or at least three of them /most important ones0!describe your strategy for managing them

• a summary:sample of completed deliverables under e)ecuting

• a comparison and e)planation of estimated versus actual hours todate /show your updated draft schedule0

• feedback from your sponsor since the last progress report. alsowant your sponsors to email or call me to verify their involvement atleast three days before you present the second progress report

ina* Project Preentation an- Note<oo!6y the last day of class! each team will present a Fna* #roject #reentationand hand in a #roject note<oo! /stapled pages or soft cover5 no spiralnotebooks! please0. 8ssume you are giving a presentation to senior managersand potential employers. f you do a case study! put all of that informationtogether in a notebook. f you do a real pro%ect! include the followinginformation. 8ll documentation should also be available on the team(s website. +ote, @ach team member must give part of the 3 minute nalpresentation.

1> Cover page and detailed table of contents. ist the pro%ect name! teammembers! and date on the cover page of the notebook. 6e sure tonumber all pages /by hand is ne0! which should match the table of

contents. #ou may include tabs or dividers between ma%or sections ofthe notebook! too.

"> 8 doublespaced 34page pro%ect report. 8ddress the followingAuestions in your report! which should be in the front of your notebookafter the table of contents, *hat did your team produceH *as thepro%ect a success or not! and what was your criteria for determiningsuccessH /-emember that should be dened in your scope statementearly in the pro%ect0. *hat pro%ect management tools:documents didyou use! and did they helpH $ow close was your draft schedule andestimate of hours to the actual schedule and actual hours worked onthe pro%ectH *hat went right on the pro%ectH *hat went wrongH *hatdid your team learn by working on this pro%ectH $ow did you select the

pro%ect managerH =id he:she do a good %ob at leading your teamH =idyou work well as a teamH *hat was your pro%ect sponsor(s nalassessment of the pro%ectH nclude some written feedback from thesponsor in your nal report and presentation. 'ee the sample customeracceptance form in your te)t for an e)ample. Dic) t6iin0ormation in +o)r Fna* #roject #reentation andshow:summari>e the main products produced. I0 +o)r #roject


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in8o*8e ome t+#e o0 e8ent <e )re to 6o9 #ict)re o0 t6ee8ent>

$> $ard copies of all of the products your team produced. nclude thepro%ect management documents you created /charter! Gantt chart!etc.0! communications with your sponsor! and all productrelated items.

+ote, 7art of the grade for the team pro%ect will be based on the team(s

nal presentation and progress reports! and part of grade will be based onthe Auality of the pro%ect and its notebook /one notebook per team! duethe last day of class0. #ou should also include a pro%ect completion form orsome method of evaluation for real pro%ects. will look at the nalhomework where everyone suggests grades as well. Team pro%ectmanagers will earn a small amount of e)tra credit for successfully leadingtheir pro%ect teams.

This case should be interesting to anyone interested in starting a newbusiness. t involves research! marketing! nance! technology! and personalethics. eel free to change the type of business! if desired. The main purposeof this and other cases! however! is to help you practice some of the pro%ectmanagement skills you are developing as part of your course. +ote, fstudents want to propose a di<erent business idea! let themL #ou can still usemany of the tasks listed below! but modied as needed.

ADDITIONAL CASE %: NE BUSINESS ENTURE"

Part 1: Initiating

Bac!gro)n- Scenario:

#ou and several of your friends have been working for corporations for overve years! but several of you have a desire to start your own business. #ouhave decided that you are ready to pursue your idea of starting a musicacademy for children ages 31E. #ou all en%oy creating music! and you sawthe advantages that some children had from participating in special musicprograms beyond those available in schools. n particular! you see the needfor music training in your area for children interested in voice! guitar!keyboard! and percussion so they can perform in their own bands.

This +ew 6usiness Fenture 7ro%ect would primarily involve you andthree of your friends! who were all part of your high school band,

1. #ou are an e)cellent bass player! and you were the one who organi>edyour band in high school and got the few paid gigs that you had. #oucan also play keyboard. #ou continue to play both instrumentsoccasionally! but your fulltime %ob and new spouse take up a lot ofyour time. #our current fulltime %ob is working as a business analyst fora large retail store. 8lthough your %ob is going well! you reali>e that youwould be happier working in your own business and with somethinginvolving music. #our strengths are your creativity! organi>ation! andanalytical skills. #our spouse is employed fulltime and supports your


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idea to start your own business! as long as you have a detailed planand nancial backing.

. 6rian! one of your best friends since si)th grade! played lead guitar inyour band. $e is a natural musician and has little trouble learning toplay very complicated songs. 6rian is very Auiet! but he would love to

work for a successful small business and be able to share his passionfor guitar with children. $e is also a whi> at music technology! havingrecorded and edited C=s for several years. $e works as a softwaredeveloper for a large consulting rm. $e is married and has one youngchild! and his spouse works parttime. 6rian would not give up his fulltime %ob until he knew he could support his family in this new businessventure! but he could do a lot of parttime work.

3. +icole! also one of your best friends since si)th grade! was the leadsinger in your band. 'he has a great voice and really knows how towork a crowd! too. 'he is currently working as a parttimetelemarketer! but she doesn(t like her %ob at all and is ready forsomething new. $er spouse has a great %ob and supports her in

pursuing a new business opportunity. $er strengths are her vocaltalent! professional voice training! and sales ability. 'he also lovesworking with children and would be willing to work fulltime on this newbusiness venture.

4. 8ndres was the last person to %oin your band in high school! havingreplaced your original drummer. $e currently works as a music teacherat a local middle school. $e has a lot of contacts with local schools andis dying to get this new music academy started. $e is single and wouldwant to keep his current %ob! but he could devote a fair amount of timeto the business in the evenings! on weekends! and fulltime in thesummer. $is strengths are his drumming e)pertise! teaching ability!

music technology e)perience! and contacts with schoolage children!parents! and school administrators. $e currently gives some privatelessons and knows other people who do as well! so he has potentialclients and instructors that he could bring into the business.

The main goals of the +ew 6usiness Fenture 7ro%ect are to prepare abusiness plan! get nancial backing! handle legal issues! develop marketingmaterials! nd a rental space for the music academy! purchase:developcurriculum! hire sta<! and open for business by one year from now!'eptember 1! to coincide with the school year. #our team has alreadyanaly>ed the market! and you know you can make this business succeed. #ourgoal would be to cover your investment costs after two years in business.

*ork with your teammates and instructor to perform all or %ust some of the following initiating tasks for this pro%ect.

Ta!

1. To become more familiar with the children(s music instruction market!do some preliminary research to nd out how big this market is! whothe main companies are in the market! what the bestselling servicesare! pricing and marketing strategies! etc. f you do not want to focus


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on your own geographic area! pick one to focus on for this and futuretasks. *rite a two to threepage paper /doublespaced0 with yourndings! citing at least two references. or e)ample! the author(s sontook lessons and performed in rock bands from Firtuosos "usic8cademy in 7lymouth! "innesota /www.#irtuo!o!online.com0. #ou canalso include a paragraph or two with your team(s personal e)perience

in this area! if applicable.

. 7repare a stakeholder register and management strategy for thepro%ect. nclude all pro%ect team members and make up names andinformation for at least one spouse! one potential nancial backer! andone local competitor. 8ssume that you and your three friends are allteam members! and you each invest 91! into the business. #ourmother! a retired business professor! has decided to provide asubstantial loan /93!0! so she will be the sponsor. #ou still need togure out how to get an additional 93! for the rstyear startupcosts. Bse the templates provided on the companion *eb site! andreview the sample stakeholder register and management strategy in

the te)t.3. 7repare a team contract for this pro%ect. Bse the template provided on

the companion *eb site! and review the sample in the te)t.

4. 7repare a pro%ect charter for the +ew 6usiness Fenture 7ro%ect. 8ssumethe pro%ect will take one year to complete and cost about 91!.-ecall that the main pro%ect ob%ectives are to prepare a business plan!get nancial backing! handle legal issues! develop marketing materials!nd a rental place for the music academy! purchase:developcurriculum! hire sta<! and open for business by one year from now. #ourpro%ect team will not get paid for the hours they put into this pro%ect!but once the business opens! they will be compensated. #ou will

incorporate the business and hire a lawyer to help with this and otherlegal issues. Bse the template provided on the companion *eb site!and review the sample in the te)t.

2. 8n important part of starting any business is preparing nancialpro%ections. 8lthough you will prepare a more detailed nancialanalysis when you create your business plan! you still want to do roughpro%ections at this stage. 7repare a spreadsheet that can be used todetermine the prot potential of starting this business. nclude inputsfor the initial investment cost! number of customers in the rst month!customer growth rate:Auarter! average monthly fee per customer! )edand variable monthly operating costs! and variable costs per customer.Bse the most likely! optimistic! and pessimistic inputs as shown in

igure C to generate results for all three scenarios. or each month/"onth 140! calculate your revenues /number of customers thatmonth U monthly fee:customer0 and e)penses /)ed monthly salariesplus )ed monthly operative costs plus variable costs:customer:monthU number of customers that month0. Then determine the cumulativeincome each month. or e)ample! the cumulative income in "onth 1 isthe "onthly -evenues "onthly @)penses for "onth 1. The cumulativeincome for "onth is the "onthly -evenues "onthly @)penses for


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"onth plus the Cumulative ncome for "onth 1. The rst month forthe most likely scenario is lled in for you to check your formulas. *illyou be able to recoup your startup costs within two years in eachscenarioH f so! in what monthH There is no template for this e)ample!but you can use the format in igure C. 7rint out a sheet with resultsfor each scenario! clearly labeling if:when you recoup your investment.

ig)re C="> inancia* Projection ormat

E. 7repare a 1V12 minute presentation that you would give to summari>eresults from the initiating phase of the pro%ect. 8ssume the presentation isfor a management review to decide if the pro%ect should move on to thene)t phase.

Part ": P*anning

*ork with your teammates and instructor to perform all or %ust some of thefollowing planning tasks for this pro%ect.

Ta!

1. =evelop a reAuirements traceability matri) and a scope statement forthe pro%ect. Bse the templates provided on the companion *eb site!and review the samples in the te)t. -emember that the main pro%ectgoals are to prepare a business plan! get nancial backing! handle legalissues! develop marketing materials! nd a rental space for the musicacademy! purchase:develop curriculum! and hire sta< so you can openfor business by one year from now. 6e as specic as possible indescribing product characteristics and reAuirements! as well as key

deliverables. or e)ample! assume that you need to rent a space foryour business that is in a desirable part of town near other businessesand schools! has enough room for a reception area! technology lab withve computers! two larger band rooms that have soundproong or canbe sound proofed! and ve small rooms for private lessons.

. =evelop a work breakdown structure /*6'0 for the pro%ect. 6reak downthe work to what you think is an appropriate level. Bse the templateprovided on the companion *eb site! and review the samples in the


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te)t. 7rint the *6' in list form as a *ord le. 6e sure the *6' is basedon the pro%ect charter! scope statement! and other relevantinformation.

3. Create a milestone list for this pro%ect! and include at least 1milestones and estimated completion dates for them.

4. Bse the *6' and milestone list you developed in numbers and 3above to create a Gantt chart and network diagram in 7ro%ect 13 forthe pro%ect. @stimate task durations and enter dependencies! asappropriate. -emember that your scheduled goal for the pro%ect is oneyear. 7rint the Gantt chart and network diagram.

2. =evelop a cost estimate for developing %ust the technology lab for yourmusic academy. 8ssume that you will purchase ve personalcomputers that can connect to the nternet and run several popularmusic creation and editing programs. nclude the costs of the desks!chairs! microphones! keyboards! soundproong the room! setup!testing! etc.

E. Create a Auality checklist for ensuring that the business is ready toopen its doors. 8lso dene at least two Auality metrics for the pro%ect.Bse the templates and samples provided.

D. Create a -8C chart for the main tasks and deliverables for the pro%ect.Bse the template and sample provided.

?. =evelop a communications management plan for the pro%ect. Bse thetemplate and sample provided.

. Create a probability:impact matri) and list of prioriti>ed risks for thepro%ect. nclude at least 1 risks. Bse the template and sampleprovided.

1.7repare a reAuest for proposal for the technology lab /includingpurchasing the hardware! software! installation! soundproong! testing!and maintenance0 for your music academy and describe at least twoprocurement issues you need to consider for the pro%ect.

11.7repare a 1V12 minute presentation that you would give to summari>eresults from the planning phase of the pro%ect. 8ssume thepresentation is for a management review to decide if the pro%ect shouldmove on to the ne)t phase.

Part $: E?ec)ting

-emember that the main pro%ect goals are to prepare a business plan! getnancial backing! handle legal issues! develop marketing materials! nd arental space for the music academy! purchase:develop curriculum! and hiresta< so you can open for business by one year from now.

*ork with your teammates and instructor to perform all or %ust some of the following e)ecuting tasks for this pro%ect.

Ta!


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1. *rite a business plan for this pro%ect. -eview sample business plans. ore)ample! www.b"lan!.com$ ! www.!core.org! and "icrosoft ;Jce online/select ile! +ew! "icrosoft ;nline! 7lans from within "icrosoft *ord0provide templates and:or guidelines for preparing business plans. =ecideon a name for this business! as well. nclude! at a minimum! the followingsections in a ve to eightpage paper,

• @)ecutive 'ummary

• Company =escription

• 7roducts and 'ervices

• "arketing 7lan

• ;perational 7lan

• "anagement 'ummary

• inancial 7lan

. -esearch options for getting small business loans. or e)ample! mostgovernments have a small business administration oJce that o<ers loansor loan information. /'ee www.!ba.go# for B.'. information.0 'everalcolleges provide loans to alumni. #ou can also go to banks and credit cardcompanies for funds. =evelop a list of at least ve di<erent! realisticoptions for getting nancial backing for your new business. -ecall that youestimate that you will need 91! the rst year alone! and you are stillshort 93!. nclude the source of the funds! interest rates! paymentarrangements! etc. =ocument your results in a two to threepage paper!including a recommendation on which option to pursue.

3. Create a onepage Sier for your new business! a home page for a *eb site!and a trifold brochure listing key services:courses of the business! andany other marketing materials you think you would need for yourbusiness.

4. -esearch options for a rental space for the music academy. =evelop atleast ve alternative sites. nclude a picture of the site! if available! sAuarefootage! cost! pros and cons! etc. =ocument the results and make arecommendation for which site to select in a three to fourpage paper.

2. 8ssume that you decide to have students sign up for weekly individualinstruction on a term basis. #ou will o<er a fall! spring! and two summerterms consisting of 1 hours of instruction in each. $alf of the hour will beoneonone with an instructor! and the other half will be in the musictechnology lab. #ou will also have several rock band courses with three tove students each that will meet weekly for si) weeks! followed by aperformance. -esearch where to purchase curriculum or what is involvedin developing it! if needed! for the following courses,

• 6asic! intermediate! and advanced keyboard

• 6asic! intermediate! and advanced bass


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• 6asic! intermediate! and advanced guitar

• 6asic! intermediate! and advanced percussion:drums

• 6asic! intermediate! and advanced voice

• 6asic! intermediate! and advanced rock band

E. nclude a onepage curriculum sheet for each course and a onepageschedule for all of the courses! including times for performances for therock band. 8lso include a performance each term for students taking theindividual lessons.

D. Create a plan for hiring sta< for your new business. 8ssume that you willwork fulltime as the main manager! providing some frontdesk coverage!giving some lessons! and managing most of the business. 8ssume that+icole will also work fulltime! heading up the vocal lessons area!marketing! and providing some frontdesk coverage. 6rian will lead themusic technology lab development! outsourcing a fair amount of the work.$e will also teach some of the rock band ensembles in the evenings or on

weekends. 8ndres will help with marketing and give percussioninstructions as his schedule allows. #ou will also need to hire a parttimereceptionist to always have frontdesk and phone coverage. #ou also needto hire several parttime instructors for all of the classes provided. nclude

%ob descriptions for all of the positions! salary:pay information! and a workschedule. =ocument your results in a four to si)page paper.

?. 8ssume that the following has occurred since the pro%ect started, 8s usual!you ended up taking lead of this team! but you(re starting to get burnedout. #ou are four months into the pro%ect. #ou are still working your fulltime %ob! and your spouse has been complaining that you work too muchand aren(t delegating enough. +icole Auit her telemarketing %ob to focus

on this new business! and she is getting nervous about the businessactually opening. 8ndres promised to get a big list of potential studentsand instructors to you for the past two months! but he still hasn(t deliveredit. 6rian thinks that he can set up the whole music technology lab insteadof outsourcing it! as you planned. *rite a two to threepage paperdescribing how you would handle these challenges.

Part %: Monitoring an- Contro**ing


#ou are si) months into the pro%ect. #ou completed the business plan andmost of the marketing materials. #ou had planned to have the location foryour business selected and additional startup funds by now! but you arebehind schedule. 6rian and +icole seem to disagree on a lot of key decisions!especially the location. #our mother calls at least three times a week askinghow things are going. #ou are happy that she lives 2 miles away! but youknow that she needs assurance that the business will actually open. 8ndres isin charge of purchasing:developing the curriculum! but he has had very littletime to work on it since school is in session. #ou want him to focus on creatinga list of potential students and instructors! so you might hire someone else tohelp with the curriculum.


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*ork with your teammates and instructor to perform all or %ust some of the following monitoring and controlling tasks for this pro%ect.

Ta!

1. Create a new Gantt chart based on the revised information above! if

needed. 6rieSy describe other plans you have created so far that you thinkyou should update in a one to twopage paper.

. 7repare an agenda for a team meeting to discuss several of the issues youare facing. #ou denitely want to decide on the location at this meeting!since it is down to two and you have to decide soon. 8lso write a one totwopage paper summari>ing how you will approach particular peopleduring the meeting.

3. 7repare a 1V12 slide presentation to give to potential funders for yourbusiness. Bse information from your business plan.

4. *rite a two to threepage statement of work to hire someone to help youpurchase:develop the curriculum. Bse the template and sample provided.

2. -eview the 'even 6asic Tools of Puality. 6ased on the current pro%ectscenario! pick one of these tools and create a chart:diagram to help yousolve problems you are facing. Bse the templates and samples provided.

E. Bpdate your list of prioriti>ed risks. Create a risk register entry for two ofthem. Bse the template and sample provided.

Part ': C*oing


t is one month before you plan to open your new business. #ou %ust got intoyour leased building! and you are busy starting to get it ready to open. #ou

have hired a small construction rm to put in a few walls! do some painting!etc. #ou also got a lot of help from family and friends. #ou Auit your %ob! and+icole is also working every day now on the new business. 'he did a great %obat marketing! and you are getting calls and emails from your new *eb siteevery day. 6rian(s friend! Tom! built the site for you at no charge after 6riansaid he could come in and use the technology lab when it wasn(t busy. @ric!the person you hired to help with the curriculum! was a fantastic resource!even though it cost you 91! you had not planned on spending. $e didhelp you e)pand your list of potential students and instructors! as well! sincehe knew the local market very well. #ou did meet your schedule goal! but youhad to borrow another 91! from your mom. 'he is only charging you 2Kinterest! starting when your doors open. 'he is happy with the results and has

already booked a Sight to visit for your grand opening celebration! where youand your team will be performing. #our mom loves to cook and bake! so shevolunteered to handle the food for the opening.

*ork with your teammates and instructor to perform all or %ust some of the following closing tasks for this pro%ect.

Ta!


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1. #ou have scheduled a nal pro%ect presentation two days before yourgrand opening. 7repare a 1V12 slide presentation to summari>e theresults of the pro%ect. =escribe the initial pro%ect goals! planned versusactual scope! time! and cost information! challenges faced! and keyproducts produced.

. 7repare a lessonslearned report for the entire pro%ect. nclude input fromall stakeholders in summari>ing the lessons learned. Bse the template andsample provided! and be creative in your response.

3. 7repare a nal pro%ect report! using information from your nal pro%ectpresentation and the template provided. 6e sure to include all of thedocuments you have prepared as appendices.

4. =ocument your own list of best practices that you think helped or couldhave helped you on this pro%ect in a two to threepage paper.

ENDNOTES1&athy 'chwalbe, An Introduction to Project Management, Fifth Edition!

'chwalbe 7ublishing /120.bid.

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