Assignment Overview:For this assignment, you will drafting a project charter with a scope statement using the case study that was introduced in Week Two.A charter document template is provided for you to utilize.Learning Connection:This assignment is directly linked to the following key learning outcomes from the course syllabus:Using real world examples of projects, demonstrate an ability to manage critical components of the Initiating process group by:a. Creating a project charter documentb. Preparing a scope statementc. Evaluating why a project charter document would be critical to the project’s success In addition to these key learning outcomes, you will also have the opportunity to evidence the following skills through completing this assignment:Critical thinkingProfessional writingProblem solvingAssignment Instructions:For this assignment, you will be using the case study introduced in Week Two to prepare a project charter inclusive of a scope statement. Specific templates with instructions have been provided for the charter and scope. It is important to note that many organizations have their own templates they utilize to draft a Project Charter, but this one contains common fields you may encounter. Here are a few notes on each element of the assignment:The case study is a continuation of the case study discussed in Week Two.You are still part of a team who is executing a training project for your organization. The submission link is below this item.Project Charter:At this point, we are performing a comprehensive preparation of a charter document inclusive of the scope statement, so remember that there will be many facets to this document that serves as a formal initiation artifact once approved by the sponsor. For this document, focus on those items specifically mentioned or directly implied in the case study, but consider other factors that may not be listed. You can research common training programs and add additional categories. You will have to make some reasonable assumptions to complete the analysis, but this is often the case this early in a project.Ensure you complete the template fully for each section and that you include detailed information.Please also include a one page written introduction that outlines the process you utilized to prepare the charter and scope statement.Cite all sources using APA format.
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Project Charter Rubric
Assignment Coverage
and Quality Criteria
Executive Summary
 The project objectives are
clearly defined.
 SMART objectives are used to
facilitate performance
evaluation.
Business Case
 Business needs are expressed
in measurable terms.
 The relationship between the
project’s goals and the
organization’s goals are
clearly stated.
 The benefits of the project to
the organization are expressed
in measurable terms.
Project Definition
 All elements of the “Project
Definition” section are
covered (e.g., deliverables and
milestones are formatted
according to project
management best practices –
see PMBOK ®)
Risk Assessment
 Risk events are clearly stated
with potential impact on
project objectives
 Mitigation strategies are
identified
Project Organization
 Team members’ roles and
responsibilities are clearly
defined.
Writing & Formatting Writing Quality
 Sentences are structured and
words are chosen to
communicate ideas clearly without any spelling and
grammatical errors.
 Sources are properly cited
using APA writing style when
appropriate.
The total score is 20 points
Percentage
10%
Possible Points
2 points
10%
2 points
40%
8 points
15%
3 points
10%
2 points
15%
3 points
Week 3Assignment: Project Charter
Grading Rubric
Topical
Content &
Focus (65%)
Failing
Below
Average
Average
Above Average
Superior
0 – 60 (F
range)
70 – 79 (C
range)
80 – 89 (B
range)
90 – 93 (Arange)
94 – 100 (A range)
Project
Charter &
Scope
Statement
does not
include all
four key areas,
and/or does
not includes
accurate data
from the
Project
Charter &
Scope
StatementReq
uirements
assignment.
The
appropriate
material, as
outlined in the
assignment
guidelines is
not covered in
the Project
Charter &
Scope
Statement, and
the Project
Charter &
Scope
Project
Charter &
Scope
Statement
includes all
four key
areas, and
includes
accurate data
from the
Project
Charter &
Scope
StatementReq
uirements
worksheet.
Most of the
appropriate
material, as
outlined in the
assignment
guidelines is
covered in the
Project
Charter &
Scope
StatementReq
uirementsassi
gnment are
accurate and
accurately
Project
Charter &
Scope
Statement
includes all
four key
areas, and
includes
accurate data
from the
Project
Charter &
Scope
StatementReq
uirements
worksheet.
All the
appropriate
material, as
outlined in the
assignment
guidelines is
covered in the
Project
Charter &
Scope
Statement,
and the
Project
Charter &
Scope
Statementrequ
irementsare
accurate and
Assignment
meets the
expectations of
‘Average’
column, but
shows a higher
degree of
understanding of
in the
interconnectedn
ess between the
various Project
Charter & Scope
Statementattribu
tes and
integrates
information
from the
readings in a
supportive
manner.
Assignment meets the
expectations of ‘Above
Average’ column, but
shows a stronger
integration with the
details of the overall
and provides concrete
and realistic
interpretations of the
case study that are
appropriately defined
and defended given the
details of the
customer’s
requirements and
clearly outlines the
overall expectations of
the client.
Statementrequ interpreted
irementsmay
and
or may not be explained.
accurate and
accurately
interpreted
and explained.
accurately
interpreted
and
explained.
Submission
reflects little
to no
applicable
personal
competencies
Submission
reflects a
minimal
applicable
personal
competencies
Submission
reflects both
applicable
personal
Grammar
(10%)
Writing
contains
numerous
errors in
spelling,
grammar,
sentence
structure, etc.
that interfere
with
comprehensio
n. The reader
is unable to
understand
some of the
intended
meaning.
Frequent
errors in
spelling,
grammar,
sentence
structure,
and/or other
writing
conventions
that distract
the reader.
Minimal
errors in
spelling,
grammar,
sentence
structure
and/or other
writing
conventions
but the
reader is
able to
understand
what the
writer
meant.
Formatting
Multiple
errors in
A few errors
in formatting
Rare errors
Virtually no
in formatting errors in
Personal
Competencies
(15%)




Critical
thinking
Professional
Writing
Quantitative
analysis
Problem
Solving
competencies
in an
acceptable
manner
Submission
strongly reflects
applicable
personal
competencies
integrated
throughout the
assignment
Submission reflects an
excellent use of
applicable personal
competencies
integrated throughout
the paper in a way that
synthesizes the
personal competencies
All work
grammatically
correct with rare
misspellings.
All work
grammatically correct
with rare misspellings.
Virtually no errors in
formatting and makes
(10%)
NOTE: Gross
failure to
provide
PROPER
citations and
references –
particularly
with regard to
direct quotes –
will result in
sanctions as
outlined in the
academic
honesty policy.
formatting and
document is
not formatted
in a manner
consistent
with the
guidelines
provided.
and
presentation
of material is
mostly well
done, but
either lacks
professional
formatting or
clarity.
and
formatting is
consistent
through the
submission
and in
alignment
with the
guidelines
by being
presented in
a clear and
professional
format.
formatting and
makes good use
of tables
appropriately.
good use of tables
appropriately.
PROJECT CHARTER TEMPLATE (CONTAINS SCOPE SECTION):
PROJECT NAME:
Executive Summary
 Where did this project come from?
 Why is it being done?
 What impact will the project create (internally, externally)?
 What strategic plan does it contribute to?
 What does the customer receive/not receive by project end?
 What key assumptions are driving this project?
 What risks could challenge project success?
Goals
 What business/organization goal(s) does this project support?
 What business need is being satisfied by this project?
Objectives
 What, specifically, needs to be done to meet project/customer
requirements/expectations/goal?
 What is the target of the project?
Note: Ensure each objective contributes to the goal. Check to satisfy the
“SMART” criteria
Scope:
 What does the work of the project to meet goal include/not include?
Work Includes
Work does not Include
Phases ⁄ Deliverables:
 What are the major components of work to meet the goals/objectives/scope?
 What are the customer, process, and project deliverables within each phase?
Phase
Description of Phase
Deliverables
Internal
External
Assumptions:
 What unknowns are being made known in this project?
 What uncertainties are considered true, real, or certain for planning purposes?
 What trial balloons are being floated to verify information?
Assumption
Rationale
Probability of
Assumption
being True
Impact to
Project if
Assumption is
not True
Risks:
 What events could jeopardize this project’s success?
Risk
Supporting Detail (Analysis to be
continued in Risk Management
Plan/ Register)
Constraints:
 What is restricting this project?
 What standards, regulations, technologies, resource availability impact this
project?
Constraint
Supporting Detail
Initial Project Sizing
Budget:
 What are the estimated costs to complete this project (document variability,
range, precision at this point)
 What is the financial justification for this project?
(i.e. Benefit Cost Analysis, Return on Investment, NPV . . .)
 What financial gains are there to doing/not doing this project?
High Level Schedule:
 When are the phases/deliverables planned to begin/end?
Phase/Deliverable
Time
Milestones:
 What major points are important to communicate/measure against?
 When should/will they occur?
Resource Requirements:
 What specialized resources are necessary to complete this project?
Team Member
Role
Sponsor
Responsibility
Project
Manager
Management Approaches:





How will status be taken?
How will project be communicated?
How will change be managed?
How will issues be escalated?
How will the risk be managed?
Communication Type
Stakeholders
Frequency
Agenda/
Content
Responsible
Distribution
Media
Note: These may be separate plans within the context of the integrated project plan
Sign-offs/Reviews:
 At what points will management/customer/team/peer reviews be conducted?
For what purpose?
 Who signs off on the project reviews?
Reviews
Sponsor
Customer
Project
Manager
Acceptance Criteria:
 What measurements will be used to determine customer acceptance?
 What performance criteria define project success (i.e. time, cost, resource,
quality prioritization)?
 What check points are in place to ensure the right product is being delivered in
the right way?
Acceptance Criteria Detail
Priority
Impacted ⁄ Interdependent Projects
 What projects connect to this project via inputs/outputs?
 What products are impacted by this project/how?
 What other projects are addressing related issues?
Project
Interdependency Relationship
Requestor
PJM Case Study
Case Study Background:
Ms. Deidre Jackson, the CEO of Acme Company, was recently given a report published by the Project
Management Institute called the Pulse of the Profession. 1 In the report, she learned a startling statistic.
PMI® reported that when projects are poorly managed, approximately $122 million is wasted for every
$1 billion spent (12.2%). Now, her company’s annual expense for projects is much smaller
(approximately $3 million expected in the next 12 months), but if she could experience even a partial
amount of that savings, she could reinvest those savings in future growth.
In order to accomplish this, she believes that she needs to adopt a more formal or mature approach to
managing projects, and she needs to professionalize the project management teams and, specifically, the
project managers. She has a colleague, Xin Xue, from a previous company who was the internal project
management expert in the company who she believes might be able to help, so she gives her a call to get
her take.
Ms. Jackson just finished a long conference call with Ms. Xue, and she now has a better idea of what this
might take in terms of effort and resources to move forward. In short, in Ms. Xue’s opinion, there is a way
to experience the savings that Ms. Jackson hopes for, but it will take some time and investment, so she
thinks they should move forward with maturing their team and management approach, but, as noted, it
will take an investment, so Ms. Jackson needs to be certain that the savings will deliver sufficient
business value. In short, is there a solid, defensible business case for such a project?
Present Situation:
Ms. Jackson emailed you the Pulse of the Profession report over the weekend, and you are now sitting in
her office at 9:00 am on Monday morning. She wants you to develop a business case for implementing a
training program that will lead to maturing the organization’s project management practices. Based on her
work over the weekend to see where some monies may be available for the unexpected project and her
conversation with Ms. Xue, she provides you with the following information:





1
The company expects to spend approximately $3,000,000 on project related work over the next
12 months (year 1) and $3,500,000 over the following 12 months (year 2).
Based on her conversations with Ms. Xue, she believes the cost of training and implementing a
more mature model will be approximately $175,000 as an initial investment
Conservatively, she believes that the company will experience a savings of 3 percent in the first
year and 4.5 percent in the second year
Although the company will experience these savings for many more years in her opinion, she
wants to show that the company will receive a sufficient savings within the first 2 years to justify
this investment within the business case
On most investments, the company would expect to see a return of 11½ – 12 percent (internal rate
of return), and the cost of money (discount rate) is 6 percent.
Including in assigned reading for Week 1.
Ms. Jackson has to prepare a business case to share with her Board of Directors at the next quarterly
board meeting. There are seven board members including the Chairman, Vice Chair, Secretary, and
members of the Compliance Committee, The Chairman of the Board, Lou Jackson, is typically resistant
to investing money in these types of initiatives so it is important that the business case is well defined.
Ms. Jackson is considering having Jaitan Darshana, her internal PM who has a long tenure with the
organization, assist her with the preparation of the business case but she is concerned that Jaitan may be
resistant to the idea.
Business Case Assignment Instructions & Considerations
You have been tasked by Ms. Jackson with drafting a business case for this potential initiative, and she
has provided you with a template to use (see template attached to assignment instructions). She provides
you with the following comments related to each section of the template, but she tells you that you will
need to sharpen and expand on the ideas that she has provided. She expects your final draft to be ready to
take to the company’s Board of Directors for review and approval by week’s end.








Background and Business Problem
o She believes this has been covered in the contents of your initial conversation, where she
provided you with background information (see above case study material)
Strategic Case
o She states that this is strategically tied to the company’s goal of becoming more project
oriented, as they believe this will allow for more efficient and effective work, leading to
the company being able to grow in a more scalable manner.
Project Overview
o In addition to what she has stated above, if the business case is approved, then she
believes the basic project would be an 8 – 10 week training program for all project
managers and team members that would train them in the adoption of a more mature
project management model, and it would include some mentorships by the trainer. She
believes this would cost a total of $175,000.
Expected Benefits
o The expected benefits would be increased efficiencies and effectiveness, as noted above.
Financial Considerations
o She has provided you with the investment amount to provide financial support for the
investment
Risks
o She has asked you to look at primarily risks associated with the overall initiative, not
necessarily those focused on the training aspect of the project. The CEO is concerned
about potential disruptions to current projects that are already in flight.
Timeline
o Based on her conversations with Ms. Xue, she believes the project execution could begin
within 60 – 90 days, depending on the path chosen for moving forward
Recommendations and Next Steps
o She has asked you to consider all the relevant data you have collected and put into the
business case, and then provide a succinctly stated and well-supported recommendation
and concrete next steps if the proposal is accepted
General Case Considerations for Business Case:
o
It is expected that you will need to make reasonable assumptions in completing the
business case, so rely on the case study as guide. This is similar to how projects are
conceived in the real world. We have a basic set of factors, and then we must make
reasonable assumptions as we progress forward.

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