Scope Management Presentation

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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