Scope Management Presentation
Relocation of Us headquarters: Technology firm
Ji Pete Northeastern University
Executive Summary
The company is a global leader in threat detection and screening technologies for military, transportation, homeland security, and resilience applications.
The focus for this relocation:
Close the former headquarters.
Relocate numerous operations including customer service, accounting and finance, and research and development laboratories.
Create a program to retain and rehire key employees.
The technology company hired a project and finance manager to manage the project
Already announced closures and moves to employees, customers, and the public.
Cost and saving expectations were announced to the board of the company.
Some other challenges they faced are state laws regarding human resources notifications, HQ moving to one place while other services move to another, relocation and removal of hazardous materials, and major SAP changes in accounting and operations.
Scope Management Processes
Plan
Plan Scope Management: Creating the Scope Management Plan
Collect
Collect Requirements: Defining and documenting the stakeholder’s needs.
Define
Define Scope: Developing a detailed project scope statement.
Create
Create WBS: Subdividing project deliverables into smaller work units.
Validate
Validate Scope: Formalizing the acceptance of the deliverables.
Control
Control Scope: The ongoing process of monitoring and managing changes to the project scope.
Requirements Collection
Gathering Process
Document Analysis
Interviews
Brainstorming
Benchmarking
Gathering Team
Project Manager
Finance Manager
Senior Project Manager
Human Resource Manager
SME’s
| Method | Schedule | |
| Interview | Monday-Friday: 5 Interviews a day (if needed) | |
| Document Analysis | 5 Days Monday-Friday (Maximum) | |
| Brainstorming | 2 Days Max (Any day during the week that is free) | |
| 3 Days | ||
| Benchmarking | ||
Scope Statement
This project is designed to help the technology company with its relocation efforts. They have hired a project and finance manager, alongside the senior project manager for the company to oversee the project. The main objectives is to close the former headquarters, relocation management of numerous operations including customer service, accounting and finance, and research and development laboratories, and creating a program to retain and rehire key employees. The closure and moves have been announced to employees, customers, and the public already. Also cost and saving expectations were announced to the board.
Proper closure will include moving all necessities, closing contracts, removing signage, and cleaning the workspaces. Management of numerous relocation areas will oversee different department transfers and the hiring for the new locations. Lastly, the employee retention and rehiring program will be designed to include numerous features like employee relief benefits, healthcare and insurance, and competitive pay to keep key employees.
Scope Statement Continued
Constraints
Budget and time, everything must be done on time for the move and within the budget the company gives for the program.
Specific state laws regarding human resources notifications
HQ moving to one facility, while many services moving to another
No down time in customer services
Relocation and removal of Hazardous Materials
A major SAP change was required to accommodate changes in accounting and operations.
Assumptions
The project will only be addressing the efforts to close former headquarter, produce an employee retention and rehiring program, and hiring managers to manage new locations.
The project leaders will handle legal notifications and tasks.
The company already announced the closures and moves to employees, customers, and public.
Cost and savings expectations had been announced to the company board.
Relocation of numerous operations including customer services, accounting and finance, and research and development laboratories.
Special handling of research equipment and materials must be present with moving the company’s belongings.
Senior Project Manager worked with a team of a client-provided Project Manager and Project Finance Manager.
Scope Statement Continued
Exclusions
Will not hire or oversee personnel handling of hazardous materials.
Moving of servers with IT provider/support.
Any equipment requires specialized or approved vendors to move it. (Business Move Checklist)
Contacting post office, banks, IRS, vendors etc. for change of address.
Risks
All key employees won’t relocate with new headquarter locations.
Mishandling of equipment during move costing money.
Managers are ineffective causing schedule setbacks like the rehiring process and getting departments prepared for business.
Setbacks occurring that will delay proper closure of former headquarters
key features of the WBS
1.0 Initiating
Choosing Project Personnel
Business Case
Project Charter
Risk Statement
2.0 Planning
Scope Statement
Stakeholder Management Plan
Retention and Rehiring Program
Project Kickoff Meeting
3.0 Executing
Retention and Rehiring Program
Operations Relocation
Management
Monitor and Control
4.0 Closeout
Former Headquarters
Retention and Rehires Programs
Relocating Operations
Quality Assurance
Project Final Report/Audit
Project Scope Change Control process
9
Change Request
Project Manager Review of CR
Sent to Sponsor, Senior management, and Board of Company for review, and stakeholders for implementation
Approve, Deny, or Need More information (With reasoning)
Sign Offs
Approve or Deny with explanation
Stakeholders involved are notified of decision
Documented and Implemented into the scope
recommended scope tradeoff
Some benefits within the Retention and Rehiring Program could be exempt.
Recommend features:
Personal Growth and Development Program
Work Environment Improvements