(Please answer all 5 Questions)

S E Friendly Assisted Living Facility Program Plan-5 The steering team meeting held August 31 went quite well. Fred felt that his team members had worked well together at determining the steps and the associated costs of the program. The CRO presented the program budget first, and then project team members presented their draft project plans The C00 presented the following project plan: Duration Predecessors Resource Names 87 days 17.4 wks 20 days 2 wks CFO, Legal, VP Mkrg Splient COO 59 59 10 days 2 wks 2 wks 4 wks 2 wks 4 wks 4 wks 45 days 8 wks COO COO, Dr. Link Dr. Link Dr. Link 68FS-3wks ID Task Name 1 Operational Implementation Plan 2 Management/Organization structure 3 Recruit & hire Executive Director 4 Interior design issues decided (furnishings, etc.) 5 Determine what was provided with lease and what was furnished in some unit 6 Determine budget for interior 7 Carpet and wall finish determined 8 Furniture and room layout 9 Facility and equipment needs defined 10 Staffing determined 11 Office space for physicians 12 Medical staffing needs determined & Director appointed 13 Food service 14 Menus selected 15 Waiting and service staffing needs determined 16 Additional equipment needs 17 Telecommunications services 18 Investigate phone service options 19 Certification/Accreditation requirements 20 Investigate requirements & timing of applicants with Dept. of Health to open facility 21 Develop clinical and operational quality monitoring systems 22 Develop financial systems (billing, etc.) 23 Human resources 24 Work force management recommendations 25 Project plan for recruitment developed 26 Policies and procedures developed 27 Obtain samples of assisted living policies & procedures from other institutions 28 Investigate assisted living laws proposed in other states/ federal 29 Technology & information systems 30 Develop plan for technology access for residents (TV, Cable, PC's) 31 Investigate software/technology options for residents 4 wks 45 days 45 days 42 days O days Chief Engineer Legal 0 days 6 wks 79 days 6 wks 2 wks 60 days 4 wks CRO HR Director HR Director 78 Legal 12 wks Legal CIO 344 days 3 wks 12 wks CIO O Result 9 of 76 X 181 CASE The Chief Legal Counsel for the medical center pre- sented his project plan. Fred had asked him to join the team when it became apparent that there were significant compliance and legal issues associated with this project. ID Task Name Duration Predecessors Resource Names 1 Legal and Licensing Requirements 154 days 2 Research licensing requirements for residential care facility 38 days Legal 3 Uniform accessibility standard compliance (hndep 2 wks accessible beds) 4 Investigate law firm and outline services 5 Prepare project plan for license 2 wks 39 6 File license-by opening date days 40 7 Curb-cut approval from county (access to County Rd.) 53 days Legal 8 Investigate corporate structure for assisted living 115 days Legal, CRO 9 Determine Board of Trustee membership 3 wks 10 Appoint Board of Trustees 4 wks 44 11 Prepare draft Code of Regulation 45 12 Prepare document and filing of governance structure 12 ks 46 13 Draft service agreement with Friendly Medical Center for 4 wks 47 Legal services provided 14 Lease issues 110 days 48 Legal 15 Research Long Term Care insurance requirements 12 wks 16 Facility rules" defined (ie., smoking, firearms, pets, 4 wks 50 financial planning) 17 Spell out changes for residents in moving from "light" to 6 wks "heavy" assisted 18 Lease template prepared 52. 50. 51 19 Review all marketing materials for compliance 154 days Legal The Vice President of Marketing presented her project marketing plan implementation to be able to meet the plan and stated that she and her staff were responsable occupancy requirements at start-up. She restated that her for every step in the plan. She was still working with her team must have this lead time to the completion of the staff to determine who does what. The Marketing VP construction and furnishing phase of the Program made it clear to the team that she needed 5 months for the Predecessors Duration 270 days O days 16 days 1 day 4 days 3 days Odays Oday Odays 88 92 88 ID Task Name 1 Marketing 2 Community mailing about construction project 3 Initial informational meetings 4 Friendly Medical Center volunteers 5 Community coups 6 Friendly Medical Center staff (all shifts) 7 Presentation prepared for Speaker's Bure 8 Provide updates to community 9 Inquiry log established 10 Groundbreaking ceremony during National Hospital Week 11 Marketing plan developed and implemented 12 TR firm contacted 13 Marketing plan developed 14 Determine name and signage for facility 15 Hire Marketing Director 16 Marketing plan ready to implement 17 Implementation of marketing plan 5 months before facility ready, then going 150 days Buki 97 Oday 20 wis 9 98,100 101 Result of 76 182. CHAPTER 5 / SCHEDULING THE PROJECT As Fred was explaining that the next job of the group was to complete a final version of all project plans and firm up the schedule of the Program, the Construction Project Manager stated that it was his turn to present his broad project plan for construction of the facility. He also added that he had a major scheduling issue to bring to the team. The Construction Project Manager presented the follow- ing broad project plan for facility construction. ID Predecessors 1 2 3 4 5 6 7 8 9 10 11 Task Name Construction & Furnishing Facility construction Phase 1 - Foundation & excavation (basement/Ist floor slab) Phase 2 - Structure (steel/framing) Phase 3 - Enclosure (masonry/windows/roof) Phase 4 - Interiors (drywall/ceiling/flooring/case goods) First 45 (light assisted) units ready to prepare for occupancy First 45 units ready for residents Remaining 57 units (light & heavy) ready to prepare for occupancy Construction complete Building ready for residents Duration 369 days 329 days 95 days 113 days 134 days 234 days O days 8 wks O days O days 8 wks 3FS-60 days 3 3 6FS5 wks 7 6 9 10 The construction PM proceeded to explain that the scheduling constraints that the Board of Trustees gave the team were not feasible. The Board wanted construction to begin immediately after the elections in November and to be ready for occupants by June. The contractor did not want to begin the project at the beginning of winter. The first phases of the project plan detailed work that needed to be completed outside. If the weather was bad, the con- struction PM knew the schedule would be affected. The construction project manager also pointed out that the schedule created by the contractor was designed around a 40-hour, 5-day workweek. If the building project began in November, the estimated project duration would be increased by 1 to 2 months, during which time some con- struction crewmen would have to be paid, thereby increas- ing the building cost. The PM recommended that construction begin in February or March of the following year, which would give the facility a shorter build time and a lower cost. The budget and project duration submitted were based on a March 1 start date. He stated that the construction phase of the project did not need to hold up the other members of the Program team-they could begin their work on their projects anytime. QUESTIONS 1. Draw a Gantt chart for the construction phase of the program. What is the completion date if construction starts in March? What is the completion date of the project if construction is started in November! 2. Why is it not possible to meet the scheduling con straints set by the Board? What is your recommenda- tion to handle the scheduling problem? 3. When will the program be completed based on your recommendation! 4. Develop a Gantt Chart of the Marketing Plan and Implementation Phase of the Program. Determine the start date of the Marketing Plan project in order to meet your recommended facility ready for occupancy date. 5. What is the next step the team members must take in order to complete their project plans