project scope checklist customer proposal unit 2 ip
DESCRIPTION
This is a Proposal form for the customer and will include what the project objectives are as well as present a list of deliverables. The milestones of this project will be included and a list of the technical requirements. Limits and exclusions will be defined and Project Priorities will be identified. A Work Breakdown Structure will be evident in this article which will accompany a Responsibility Matrix. The thesis for this project is “Stop working for the project, let it work for you”TRANSCRIPT
1Customer Proposal
Project Scope Checklist
Presented To Our Customer
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2Customer Proposal
Running Head: Project Scope Checklist Customer Proposal
Project Scope Checklist Customer Proposal
Carla J. McCoy
Unit 2 Individual Projects – MGT110
April 3rd, 2009
American InterContinental University
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3Customer Proposal
Abstract
This is a Proposal form for the customer and will include what the project objectives are as well
as present a list of deliverables. The milestones of this project will be included and a list of the
technical requirements. Limits and exclusions will be defined and Project Priorities will be
identified. A Work Breakdown Structure will be evident in this article which will accompany a
Responsibility Matrix. The thesis for this project is “Stop working for the project, let it work for
you”
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4Customer Proposal
Introduction
As the years have passed, Small Business Works has received several requests from
various customers for quality high tech websites. Small Business Works began in 1975 and was
blessed with an abundance of software resources. The high tech Web Design that our highly
qualified technicians create are suitable for supplying our customers with good quality business
websites for years to come. Here at Small Business Works we look forward to giving our
customer’s good quality service they can depend on for many years to come. One common
mistake so many other businesses make when presenting a presentation to their customers is they
try to hard because they are working for the project, but if you let the project work for you like
we do here at Small Business Works then it better suits the needs of all business relations with
our customers which begins to paint an image of the Organization to our customers as well. (AIU
Online, 2009)
Project Objectives
Small Business Works objectives are written using SMART objectives. To be Specific,
The Project objectives will include a six month time interval to allow time to implement the
project in order to supply solid action to our customers. (E-Business Plan, 2009) We will also
want to evaluate programming and graphics creations during various training sessions through all
of our company’s employees. A Measurable characteristic here would e to make sure that each
and every one of our employees are properly trained and given appropriate software that they
need in order to learn new things and create fresh new ideas for future high tech web site
creations. (Jones, & Tucker, 2003) In order to achieve this we will need a legitimate set of hours
set aside just for this purpose where each employee will be separated and evaluated in order to
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5Customer Proposal
review any problems or needs that can be resolved. We also want to provide our employees with
the equipment necessary by using four factors which are Scope, Cost, Schedule, and Customer
Satisfaction. (Gido & Clements, 2009) What this will do is ensure a brighter future for Small
Business Works and will provide our customers with good cost efficient deliverables that meet
their requirements in a timely manner by the approximate goal dates of April 5th, 2009. (Jones &
Tucker, 2003)
Deliverables & Milestones
Project Task Milestones Project Task Deliverables
Phase I:
Develop a plan with mapped target areas
The plan will identify targeted programming and
graphic create areas with a detailed description of
the projected benefits of training and equipment
Recruit Employees for Initial sessions, monitoring,
maintenance, reports, and follow-ups
A team of Employees to provide three teams of 25
persons for initial training and one team of 20 for
follow-ups, monitoring, maintenance, and reports
Phase II:
Conduct 3 sessions
1,200 training hours conducted in our empty work
room
Conduct a set of 2nd sessions Re-training as necessary for those who do not
receive their license in order to maintain the desired
number of licensed and trained professional
employees
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6Customer Proposal
Phase III:
Develop Conceptual Plan
This plan will identify the location of training for
each employee; it will also outline the context for
text, programming, graphics, and training in
sufficient detail in order to understand and
distinguish the interaction and give a nice
presentation when compiled together
Install Software Installation of high tech software installed on site in
accordance with the placement described in the
conceptual plan
(ABC Gateway, 2009)
Technical Requirements
MINIMUM LEVEL RECOMMENDED LEVEL
Browser Firefox 3.0.8 Firefox 3.0.8
Operating System Windows XP or Vista Windows XP or Vista
Security Cipher Strength 125-bit 125-bit
Screen Settings 1028 x 768 with 75536 colors
(16 bit)
1028 x 768 with 75536 colors
(16 bit)
Firewalls Should allow HTTP(s) traffic
via Port 442
Should allow HTTP(s) traffic
via Port 442
Internet Connection Access to the Internet via an
Internet Service Provider.
Speeds of 56K bits per second
High Speed broadband DSL
connection, Data rate 2MB per
second
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7Customer Proposal
Memory 266MB 515MB
Disk Space 500 MB for Browser temp
files
20GB for Browser temp files
and extract files
Processor Intel Pentium ™ III Intel Pentium ™ IV 3 GHz
Adobe ® Reader (For
viewing and Printing PDF
content)
Version 5.0 or greater Version 5.0 or greater. You
may click the icon to
download the most recent
version of Adobe Acrobat
Reader free of charge
(RBC Dexia Investor Services, 2009)
If you want to check versions and the amount of the disk space that will be used you will
need to follow these instructions. Go to Tools > Internet Options > General > Temporary Files >
Settings button, which is where browser settings are recommended. When you check for newer
versions of stored pages – Make sure to choose “Automatically”. When you check for the
amount of disk space to use – Choose “200MB”. You will also want to make sure the Session
Cookies are enabled and need to have your SSL2 and SSL3 enabled. Java will come in handy for
you so make sure your Java JIT Compiler is enabled as well as automatic prompting for Active
X controls. Accept pop up boxes from http://www.smallbusinessworks.com and be sure to add it
as a trusted site. (RBC Dexia Investor Services, 2009)
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8Customer Proposal
Limits and Exclusions
Here at Small Business Works the customer is the business. We want to ensure you that if
Volunteer Fund Raising attempts do not meet our expected needs that other Funding sources will
be researched in order to create high tech websites for our customers and in order to purchase the
software needed for training purposes, so we will not leave our customers without creative and
innovative websites. What will not be included in our Volunteer Fund Raising Sessions are false
advertisements. It’s true the cost of equipment and training may be higher than original
estimations but that won’t stop Small Business Works from obtaining other resources of funding
but could possibly exclude given appropriate dates for website creations to be completed and
need to be rescheduled. What will not be included in the cost of equipment and training will be
necessary supplies such as pens, pencils, and paper for notes. If Weather inclinations put delays
on Volunteer Fund Raising, we have obtained some information from another company called
Weather Resist who is willing to accompany us on rainy and stormy days so we will not let the
Weather stop us from doing what we need to do to satisfy our customers if properly put into our
budget. What will not be included in Weather inclination delays are Volunteer Fund Raising
teams during emergency weather periods such as Tornados because we will not put the lives of
our technicians in danger. (Jones, D., & Tucker, I., 2003)
We will not stop our system test models from being tested because we want to ensure our
customers that our project will work for you as it has for us. What will not be included in our
System Test Models are Night Time Technicians to properly test these machines due to our
business hours. If an employee doesn’t receive their license once training is complete we wont’
let that stop us either, the employee will simply receive more training and be re-tested with the
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9Customer Proposal
proper funding. What will not be included in an employee not receiving their license is complete
funding. The employee will be required to pay for half of the cost to be re-trained in order to
receive their license and we will match their cost. Wages and salaries within our company have
not been met in the past but with our new ideas and project in place these are being met now
according to our technician’s skills, licenses, training, and employment in years. What we will
not do is allow the wages and salaries within our company not to be met again. Our employees
are not left without Insurance coverage and the amount of coverage they have is being met with
standard criteria where it wasn’t’ in the past. What we will not do is allow our employees to be
left without Insurance coverage as they have in the past. (Jones, D., & Tucker, I., 2003)
Our limits and exclusions will typically prevent “scope creep”, although it is in most
cases Inevitable and Natural. When we go forward with our Scope we will do our very best in
preventing more requirements that are not originally included in the initial planning of this
project. We will also strive not to allow the time frame for project delivery to be altered. We here
at Small Business Works realize that Scope creep doesn’t have to be a bad thing if change or
growth of projects occur and in most cases change should be effectively managed by not
preventing the changes completely. We also would make sure that timelines and budgets were
not affected by Scope Creep. (Suresh, 2009)
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10Customer Proposal
Identifying Project Priorities & Project Matrix
Priorities can change during the life of a project therefore the life of this project needs to
be completed prior to the due date because of pressing needs within our Organization to get other
customers websites created. Cost savings are
often requested by most of our customers but are
also required by Management within our
Business. Trade-offs is important to mention here
because they are required here at Small Business
Works, however that comes with rules as well. It
is ok for schedules to slip but very necessary to go over the budget if this happens. It is not ok to
reduce the scope and performance of the project because they can’t be compromised and can’t be
sacrificed. One thing to keep in mind is that any time there are trade-offs that managers need to
have an understanding of the priorities of the project at hand. (Clifford, Larson, Meredith, &
Mantel, 2006)
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Time Performance Cost
Constrain
Enhance
Accept
11Customer Proposal
Work Breakdown Structure
Created By:
(Word Press Document, 2009)
Small Business Works Work Breakdown Structure identifies all work that needs to be
done and identifies various types of resources required for the work at hand. Although we use
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PROJECT SCOPE CHECKLIST
STRUCTURE
MANAGEMENT &
INTEGRATION
DELEGATION MISSIO
NS
PLATFORM
INTEGRATIO
N
TRAINING
EMPLOYEES
TECHNICIA
NS
SERVICES
SOFTWARE
PNP SYSTEM SOFTW
ARE
PNP APPLICATIO
N SOFT
WARE
VOLUNTEER FUND RAISING
VOLUNTEERS
EMPLOYEE
S & TECHNICIA
NS
EQUIPMENT
SYSTEM TEST
MODULES
COMMON
SUPPORT
EQUIPMENTPECULIA
R SUPPORT EQUIPMENT
EMPLOYEE TEAM
TEAM OF 35
EMPLOYEES
12Customer Proposal
job titles to protect the privacy of our employees this Work Breakdown will not list employee or
technicians names and will not give a set date of completion. (Word Press Document, 2009)
Responsibility Matrix
WBS Work
Information
Tec
h 1
Tec
h 2
Tec
h 3
Tec
h 4
Tec
h 5
Tec
h 6
Tec
h 7
Tec
h 8
Tec
h 9
Tec
h 1
0
Tec
h 1
1T
ech
12
Tec
h 1
3T
ech
14
Tec
h 1
5
Tec
h 1
6 T
ech
17
Tec
h 1
8 T
ech
19
Tec
h 2
0
Tec
h 2
1 T
ech
22
Tec
h 2
3 T
ech
24
Tec
h 2
5
Tec
h 2
6 T
ech
27
Tec
h 2
8T
ech
29
Tec
h 3
0
Tec
h 3
1 T
ech
32
Tec
h 3
3 T
ech
34
Tec
h 3
5
Reporting
Information
P S S S
1 Problem Areas P S S S S
1.1 Gathering
Information
S S S P S
1.2 Delegation
Missions
P S S S S S
1.3 Preparing
Reports
S S p S
2 System
Analysis
S S P S
2.1 System Test
Modules
S S S S P
2.2 Preparing
Reports
P
3 System Design S S S S
3.1 Input & Output S P S
3.2 Preparing
Reports
S S S S P
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13Customer Proposal
4 System
Equipment
S P S S S S
4.1 Peculiar Support
Equipment
P S S S S
4.2 Common
Support
Equipment
S P S
4.3 Preparing
Reports
S S S P
5 Testing P S S S S
5.1 PNP System
Software
S P S S
5.2 PNP System
Hardware
S P S S
5.3 PNP Application
Software
S P S
5.4 Preparing
Reports
S S S P
6 Implementatio
n
P S S S S
6.1 Employee &
Technician
Evaluations
S S S P S
6.2 Volunteer Fund
Raising
S S S S P S
6.3 Preparing
Reports
P S S S
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14Customer Proposal
KEY: P = Primary Responsibility; S = Support Responsibility
(Gido & Clements, 2009)
Conclusion
Here at Small Business Works we have let the project work for us instead of working for
the project. Our project has significance and involves a highly increased spectrum of trade skills
and individual professionalism. Our Technicians and Employees here at Small Business Works
work very closely together on various projects so satisfaction is achieved comfortably in
knowing we have good working relationships. We like to demonstrate change and all of its
possibilities here at Small Business Works and the fastest way to demonstrate that is through
good quality work. Positive results from this Project Scope Checklist will not only improve the
process of our Organization, but will also provide continual improvement. Let us show you what
we are all about here at Small Business Works and you will be guaranteed some very positive
results. It is our hope that this Proposal might provide some insight to our customers and allow
them to focus on our project procedures with professional communication from our staff. Thank
You for taking the time to review this Customer Proposal. If you would like to accept this
Proposal please sign one copy and return it with a 50% deposit of the software cost. (AIU
Online, 2009)
Accepted by: Title: By or on Date:
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15Customer Proposal
(Microsoft Office Template, 2009)
References
AIU Online, (2009) Project Management Class MGT110 Unit 2 Individual Project “The
Project” class Assignment retrieved on April 4th, 2009 from: https://mycampus.aiu-
online.com
E-Business Plan, (2009) Project Objectives Tutorials retrieved on April 4th, 2009 from:
http://myphliputil.pearsoncmg.com/student/bp_turban_introec_1/ProjObj.html
Jones, D., & Tucker, I., (2003) Sample Grant Proposal City of Summerville Department of
Public Safety, A Nonprofit Service Organization retrieved on April 4th, 2009 from Web
Site: http://www.yourtickettowork.com/selftraining/ENCap-SampleProposal.pdf and also
from Unit 1 Individual Project Assignment in MGT110
ABC Gateway, (2009) Sample Scope of Work – Project Deliverables Project Summary retrieved
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16Customer Proposal
On April 4th, 2009 from:
http://www.baygateways.net/pubs/Sample_Scope_of_Work_Project_Deliverables.pdf
Gido, J., & Clements, J., (2009) American InterContinental University Project Management
Concepts AIU Online eBook Unit 1 MGT110 – The Life of a Project Classroom
retrieved on April 4th, 2009 from: https://mycampus.aiu-online.com
RBC Dexia Investor Services, (2009) Technical Requirements Online Tools retrieved on April
4th, 2009 from:
http://www.rbcdexia-is.com/OnlineTools/p_ViewfinderRecommendedTechnicalEnviron
ment.aspx
Suresh, B., (2009) Scope Creep Management Scope Creep is not only Inevitable – It’s Natural.
Project Perfect Project Management Software retrieved on April 4th, 2009 from:
http://www.projectperfect.com.au/info_scope_creep_mgmt.php
Clifford, F., & Larson, E. (2006) Project Management MGT409 Prepared by Yagiz, O., (2006)
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17Customer Proposal
3rd Ed. McGraw – Hill also presented by Meredith, J., & Mantel, S., using 5th Ed.
Retrieved on April 4th, 2009 from:
http://www.emu.edu.tr/~oyagiz/MGMT409/MGMT409-05-C.pdf
Word Press Document, (2009) Work Breakdown Structure (More) Work Breakdown Structure
(WBS) Examples retrieved on April 4th, 2009 from:
http://www.eventmanagerblog.com/2007/05/more-work-breakdown-structure-wbs-
examples.html
Microsoft Office Templates, (2009) retrieved through Microsoft Word 2007 Templates on April
4th, 2009 from: Microsoft Word 2007
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