Task $1$: Analyse the Scope, Resources and Timelines of Business Project $1$ or $2$ LO$326$ marks

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a$)$ For Project $1$ or $2$ determine the scope, resources, timelines for the project.

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For the project scope a $$scope statement$$ is required.

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For the resources, a list of $5$ key resources are required. All resources are to be analysed to determine if they are sufficient to meet the requirements of the project.

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For the timeline, two $(2)$ key timelines are to be provided and justified against the project goals.

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$(14$ marks $5$ marks for the scope, $5$ marks for the resources and $4$ marks for timeframes$)$

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b$)$ Analyse the Project Plan for the same project to determine what information you require is provided and what information you consider is missing.

NB: Three $(3)$ pieces of missing information are required for this task.$$ They can relate to the scope, resources and$/$or timelines.

A justification must be provided for each piece of missing information.

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$(9$ marks $3$ marks for information provided and $6$ marks for information missing including the justifications$-2$ marks each$)$

c$)$ Provide an overall assessment of the above chosen Project Plan provided $($satisfactory$,$ good, very good or excellent$)$ and justify your assessment.

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$(3$ marks $1$ mark for the assessed category and $2$ marks for the justification$)$

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PROJECT $2$ IMPLEMENTING A NEW CUSTOMER MANAGEMENT SYSTEM IN A BUSINESS UNIT

Project Plan

Project Details

Replacing our current Customer Management Software with a more advanced model $($SuperServeCRM$)$ which provides additional feedback on sales leads and more reports the business can use daily

Project Scope Statement

The project was created to update the current CRM system for business to a system that would provide more up$-$to$-$ date data and track customer leads.$$ With a rapidly growing business it is important to use data to capture as much business information as possible and form into reports in a timely manner.

Operational KPI

Improve IT productivity and performance to achieve more time effective results.$($IT Performance to be $90\%+)$

Key Stakeholders

Management $(5),$ Staff $(10$ sales, $4$ administration staff, $8$ customer service staff$),$ Customers

Budget

$$30,000($not including the purchase of the new CRM system$)$

Project Goal$($s$)$

Transfer the $200,000$ existing records over within $3$ weeks$-$ staff to reload

New CRM to be up and running with $6$ weeks

All staff to be trained on the new system two weeks after its implementation

Key Tasks

Tidy up and storage of current data on the Cloud

Transfer of existing data to the new system

Training staff in using the new system

Monitoring the system for $3$ months

Risks

Missing records

Transferring data not needed $$ incomplete records, errors etc

Staff not adapting to new CRM

No reports occurring whilst transition process occurs

Roles

IT manager $$ lead the project

HR manager $$ to lead training

Admin manager $$ to check records are correct

Monitoring

Weekly management meeting

Monthly report to General Manager

Others

All hardware and software will be installed a week before the project starts

Administration staff will be working $10$ hour days for $3$ weeks to transfer the existing data