Project
BLR02
Sample.pdf
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Project Charter Project Serial Number: 0001 Title of Project: Work Shop Start Date: January 19, 2015
Finish Date: March 20, 2015
Project Manager: x Total Cost (+/‐ 10%): $12,000
ROI (+/‐ 10%): 27% Payback Point (+/‐ 10%): < 2 years
Project Purpose or Justification: The purpose of this project is to increase revenue through increased productivity. Providing a larger workspace for multiple tasks will reduce or eliminate downtime between projects and reduce mistakes and losses due to overcrowding of work areas.
Measurable Project Objectives: The objectives of this project are to increase revenue by 100% the first year of operation with an approximate 20% increase annually. A reduction of insurance rates for increased workplace safety may also be realized but is not a requirement as a measurable objective for the success of this project.
High‐Level Requirements: The deadline for each stage must be met in order to progress to the next stage. There must be a team member for every aspect of this project to assure each contractor stays on schedule. A list of the team members and their roles are listed below.
Summary of Milestones:
The milestones for this project will consist of seven categories. Even though some categories may have one or more sub‐categories, the sub‐categories themselves are not considered milestones to this project. For example, the ‘Foundation’ milestone will have two sub‐categories, site prep and footings, which both must be complete in order to move to the next stage. Therefore, only the deliverables below will be considered as milestones.
Please Note: Meeting each milestone by the deadline listed is crucial to the next milestone completion date.
Deliverable Deadline Who is responsible
Foundation January 21, 2015 x
Framing February 18, 2015 x
Electrical March 2, 2015 x
Rough‐In Inspection March 3, 2015 x
Roofing and Siding March 18, 2015 x
Flooring March 19, 2015 x
Final Inspection March 20, 2015 x
Success Criteria (Sponsor Acceptance Criteria): This project will be successful if a 75% increase in revenue is realized after one year of operation. This project should also meet all regulatory requirements of both County and State regulating bodies. Success of project must include a finishing time of 2 months.
High‐level risks:
Risk Mitigation Strategy
Possibility of needing higher priced suppliers. Arrange bulk discount deals with multiple suppliers.
Unknown price fluctuations of various wood species. Offer in‐stock specials until prices become stable.
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Budget Summary: The budget for this project is broken down into a seven individual categories as listed belowx. will not be responsible for the resource allocation of each contractor. It is the responsibility of each contractor to determine how their own budget is used to meet their specific project requirements. For example, the foundation, which is the responsibility of x., has a cost of $2,000 and requires two stages, site prep and footings. How this money is allocated, between site prep and footings, is the sole responsibility of x Inc. and shall not exceed the total of the excepted estimate of $2,000 unless there is a change order that has been approved by the Project Manager.
Budget Category Source Cost
Foundation
Site prep Footings
x $2,000
Framing
Sub Floor Structure
x $3,150
Electrical
Service Panel Interior Wiring Receptacles and Switches
x $2,000
Rough‐In Inspection
Framing Rough Electrical Rough
x $110
Roofing and Siding
Roof Dry‐in Siding
x $4,500
Flooring x $150
Final Inspection $110
Key Stakeholder List:
Name Role Position Contact Info MBTI Type
x Champion Co‐Owner x ISTJ
x Sponsor Co‐Owner x ESFP
Project Team Members:
For a complete list of roles and responsibilities for each team member please see x – Communication Plan)
Name Role Position Contact Info MBTI Type
x Project Manager Co‐Owner ISTJ
x Schedule Leader Sales ISTJ
x Budget Leader Accounting ESTP
Quality Leader Inspection ISTJ
Safety Team Assembly ESFJ
Safety Team Assembly ISTP
x After Hours Contact Office Manager ESTP
Funding Sponsor: (VP accountable for project) x
Sponsor Signature: x
Attachment A:
Project Communication Plan Project Serial Number: 0001
Title of Project: Work Shop Start Date: January 19, 2015 Finish Date: March 20, 2015
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Project Manager: x Total Cost (+/‐ 10%): $12,000
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Champion x ISTJ Status updates Email Daily – 8:00am x
Notes: The project manager will be responsible for contacting and updating X of this project.
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Sponsor x ESFP Monthly status report Email 1st of the month
x
Notes: X shall be informed of any changes that are not included in the latest status report.
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Project Manager
x ISTJ Daily status report Short meeting Daily – 8:00am x
Notes: Meetings will be held daily at 8:00am to discuss progress and status of the project.
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Budget Team Leader
x ESTP
Billing, change orders and
material/equipment lists
Email Weekly/Each Monday
x
Notes: For insurance purposes, x will need an itemized list from each contractor for all materials and equipment on site at the beginning of the workday each Monday.
Important! x. and its insurers will not be responsible for any equipment or material NOT on this list at the beginning of each week!
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Quality Team Leader
x ISTJ Materials specifications Email Before all material delivery
x
Notes: All materials must be approved by x Smith before installation. Please notify Mr. Smith of any unscheduled deliveries as soon as possible. Mr. Smith must also be informed immediately of any necessary changes to material list for each contractor.
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Schedule Team Leader
x ISTJ Daily schedule and number of workers on site per contractor
Email Each Morning x
Notes: Each contractor must supply Mr. xr with the number of workers that perform work on site each day.
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Safety Team
x ESFJ MSDS sheets from all contractors for all
Email or Fax Once/Before contractors
x FAX: 904‐555‐
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Member materials used. begin work 9989
Notes: x will need all MSDS documentation before any contractor can begin work. This is an OSHA requirement and there are no exceptions!
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
Safety Team
Member x ISTJ On‐site Injuries Phone As needed x
Notes: All injuries must be reported to x as soon as possible. x is responsible for all incident documentation.
Project Role
Name MBTI Information Desired Method of Delivery
Timing or Frequency
Contact Information
After Hours Contact
x ESTP See Note Below Phone As needed x
Notes: If any information is needed before or after normal work hours, and there is no time to wait for a response, this is the contact to use. In the event of anyone not being able to contact the appropriate team member in a reasonable amount of time, x will be the emergency contact for all parties, both internal and external. Ms. Williams will direct any correspondence to the appropriate person or department immediately.
Funding Sponsor: (VP accountable for project)
x Sponsor Signature:
x
