Write an executive summary
Under Executive Summary, write 1-3 sentences outlining the project’s purpose and desired outcomes.
For example, if you were writing an executive summary for the Plant Pals project as a whole, it might say:
“Our plan is to create a service that offers high-volume customers small, low-maintenance plants that can thrive in an office environment.”
Your summary for the Operations and Training plan charter should follow a similar format.
Step 3: Fill in the project goal
In the Project Goal section of the charter, record the main project goal of the Operations and Training plan. This goal should be more detailed and specific than your executive summary. Use the information from the scenario to make the goal SMART (Specific, Measurable, Attainable, Relevant, Time-bound).
For example, one of the SMART goals for the overall Plant Pals project is:
“Increase revenue by 5% by the end of the year by rolling out a new service that provides office plants to top clients.”
Note: Most projects have multiple goals, but you only need one for this activity.
Step 4: Identify the project deliverables
In the Deliverables box, record three expected outcomes of the project. Remember, these deliverables can be tangible or intangible project results.
For instance, one tangible deliverable of the overall Plant Pals project is, “send 1,000 plants to 100 customers.” An intangible deliverable could be, “increased brand awareness.”
Step 5: Determine the business case for the project
In the Business Case/ Background section, explain the reason for the project and how it supports the company’s overall success. Making a business case also gives your team the necessary context for project tasks, so be sure to include any useful background information as well.
For example, the business case for the overall Plant Pals project might be, “This is a top requested service from our customers, and it will also improve customer satisfaction and retention.”
Step 6: Fill in the benefits and cost areas (optional)
The Benefits, Costs, and Budget section already includes three benefits of the project, three cost areas, and the budget amount. If you would like, you can fill in any additional benefits or cost areas from the scenario. This section of the charter is optional and will not be graded.
For benefits, describe what Office Green hopes to get out of the project. This can include direct financial benefits (e.g., sales revenue), as well as indirect benefits (e.g., increased customer trust). Remember that the benefits should support your business case.
For costs, think about how the completing project could impact the company. Consider time and resources in addition to any financial impact.
Note: You don’t need to assign monetary values to these cost areas in this exercise. You will break down the costs of the Plant Pals Operations and Training Plan project in detail in the next course, Project Planning: Putting It All Together.)
Step 7: Define the project scope (optional)
The Scope and Exclusion section already contains three areas that are in-scope and two that are out-of-scope for the project. If you want to further define the scope, you can fill in additional in-scope and out-of-scope items. This section of the charter is optional and will not be graded.
Note: The charter should also list the members of your project team. This section has been filled out for you.
Step 8: Determine how to measure success
In the Measuring Success section, list two examples of success criteria that can help you determine when the project has reached its goal. You can use criteria from the scenario or determine other ways to measure project success. Remember that success criteria should be specific and measurable.
For instance, success criteria for Plant Pals as a whole could include “a 5% increase in revenue by the end of the year” or “a 5% increase in customer satisfaction (from 90% to 95%) three months after launch.” Both of these criteria include metrics that make it easy to tell when the project has reached its goals.
Comments from Customer
Discipline: Project Management
Remember, these deliverables can be tangible or intangible project results.
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Write an executive summary
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