Review the scenario below. Then complete the step-by-step instructions.

Now that Peta has clarified and updated the project goals, she checks in with Deanna, Carter, Gilly, and Alex to discuss their concerns about the project's scope.

Step-By-Step Assignment Instructions

Step 1: Access your draft

Begin by opening the project charter draft you updated in your last activity, Update your project charter goals.

As you complete these instructions, you will update the following sections of your project charter:

Scope and Exclusion

Benefits & Costs

Appendix

Step 2: Access the supporting materials

The following materials will help you complete this activity. Keep them open as you proceed with the next steps. Each link will open a new Coursera tab.

Meeting: Scope Details

Tablet Implementation Cost

Note: To review supporting materials introduced in earlier activities, you can find them in the Resources section.

Step 3: Determine the scope of the project

Review the meeting transcript to determine aspects of the project that are in scope or out-of-scope. Make note of any confusion or disagreement among the team regarding what should be includedor not includedin this project. (You are encouraged to make note of any other relevant project information as well. You may add this information to your notes or the project charter.)

Add any items that are part of this project to the In-Scope section. Any items that should be excluded from the project to the Out-of-Scope section of your charter draft.

Step 4: Identify the benefits and costs of the project

Review the Cost Sheet and add project costs to the Benefits & Costs section of your project charter draft. Then, review existing project documentation for more details that you can add to the Benefits & Costs section.

Consider the following Guiding Questions when determining the benefits and costs of this project:

What is the biggest problem you are trying to solve?

What defines "success" or "completion" to you?

What are the biggest risks for this project?

What are the resources and timeline needed?

What are the outcomes?

What is the indirect or long term impact?

Who is the audience or beneficiary?

Step 5: Identify misalignments

Review the meeting transcript to identify misalignments among stakeholders. You should have a total of 4-6 misalignments documented in your charter.

Add these to the Appendix of your project charter. Be sure to record whether they were resolved, and what the resolutions were. If they were not resolved, note any next steps for resolving them.

Step 6: Save your work

Be sure to save the project charter you drafted for this activity. You will revise and refine project artifacts, including the project charter, as you progress through the course.

Week 1 - Meeting: Scope Details

Below is a meeting transcript with the following people:

Deanna (Director of Operations)

Carter (Executive Chef)

Gilly (General Manager, North)

Alex (General Manager, Downtown)

Peta (Project Manager)

Deanna (Director of Operations): Thanks for being here, everyone. Let's get right to business. Peta has drafted the project charter for the tablet rollouthas everyone had a chance to take a look at it?

Carter (Executive Chef): Yes, it looks great, Peta! This project will really help us dial in our operations over the next few months, especially with the new policy change.

Gilly (General Manager, North location): Policy change? Sorry, what policy change are we talking about?

Carter: With food waste reduction as one of our goals, I assumed we'd be adjusting our policy on order returns due to error as part of the tablet rollout. Now we won't have to replace meals when a guest claims we got their order wrong because the tablet will show that we didn't.

Alex (General Manager, Downtown): I think that's a good idea. And it's another way we can help make things smoother for the kitchen, so I'm all for that.

Gilly: Hmm, I understand the idea, but I don't remember agreeing to changing the policy.

Deanna: You're right, Gilly, we haven't officially added this change. Thanks for bringing it up, Carter. I think it makes sense, but I'm curious about everyone else's thoughts.

Gilly: I'm not sure I agree. The service staff's goal is to ensure that guests have a good experience, not fact-check them. Our servers won't be happy about this. Plus, aren't policy interventions something that should be addressed separately, not as part of this project?

Carter: I hear you, Gilly, but I don't think we can hit our food waste goal without adjusting this policy.

Alex: Carter's right. If hiring more kitchen staff is still in question, we also need to consider this policy.

Peta (Project Manager): Carter, do you think it's important that this policy change be tied to the tablet rollout? I understand that you don't agree with the return policy, but it seems like we could adjust it separately. What do you think?

Carter: If we're committing to adjusting that policy separately, it doesn't matter to me whether or not it's tied to the tablet project.

Peta: Alex, Gillyare you okay with moving this topic to an operations discussion and keeping it separate from the project, at least for now?

Alex: Sure, as long as we talk about it at some point I'm fine with that.

Gilly: Well, I don't feel comfortable committing to any changes right now, but I am willing to discuss it separately.

Peta: Carter, it sounds like you're definitely in favor of changing the policy; is it just about food waste, or is it something else?

Carter: Well, my kitchen staff has metrics around how long customers wait for their food. When the kitchen is slammed because orders are sent back, our kitchen doesn't perform as well against those metrics.

Peta: I see. I'd be happy to revise the food waste goal to include metrics that better capture your staff's performance, but I'm not convinced a policy change should be tied to this project, or that I should be responsible for revising company policies. If you and Deanna want to work separately on making policy adjustments then I could make sure those changes are reflected in the project goals.

Deanna: I'd be happy to do that.

Carter: That works for me.

Gilly: So we're in agreement that the policy change isn't in scope for this project?

Carter: Yes, that's fine by me.

Deanna: Okay, great. Is there anything else we should address?

Carter: I was hoping we could also include a goal around improving the satisfaction of the kitchen staff. Employee turnover has been high. Do you think that's an objective we can work into our plan?

Peta: Hmm, I think employee satisfaction is important, but is something we should be measuring independent of the tablet launch. I'm not sure I'm comfortable defining a specific goal for it.

Carter: I hear you, but I still believe this launch has the possibility to improve things for my staff.

Peta: OK, but I don't have a strong sense of how to measure that. If you can help me find a way to work it into the plan and provide specific metrics, I'll agree to include it in the project's scope.

Deanna: That sounds good to meCarter?

Carter: Yes, that works for me as well.

Peta: Great! I'll get to work on amending the charter.

Week 1 - Document: Tablet Cost Terrific Tablets Quote: Project investments (Costs) Training materials fees - Estimated cost $10,000 Hardware and Software Implementation across location - estimated cost $30,000 Maintenance (IT fees through EOY) - Estimated cost $5,000 Updated website and menu design fee - Estimated cost $5,000 Other customization fees - Estimated cost $550

Answer rating: 100% (QA)

Answer Steps based on the provided scenario Step 1 Access your draft Open the project charter draft updated in the previous activity Step 2 Access the supporting materials Access the Meeting Scope Det... View the full answer