Project Approach

Question

A systems approach is recommended. You may choose to apply the PMBOK guide or Agile project
management methodology.

Question 1 (Marks: 20)
Develop a project charter for the project.
Refer to the APPENDIX A for the Marking Rubric.
Required:
The following sections are adequately presented in the project charter and are
accurately specific to the project.
Allocation
of Marks
The project title is adequately selected. It is concise and creates a vision for the
end result.
1
The purpose is adequately described. 2
The description adequately provides a high-level description of the project. 2
The objective is adequately defined. 3
The success criteria or expected benefits are adequately presented. 3
The funding adequately indicates the amount of money the sponsor authorises
for the project.
2
The major deliverables are adequately identified. 5
The acceptance criteria are adequately described. 1
The milestone schedule is an adequate list of targets, dates, or times for the
occurrence of key deliverables.
4
Adequate and sufficient key assumptions include those that the project rationale
or justification is based on.
4
The constraints and limitations are adequately presented. 4
The approval requirements adequately define the limits of authority of the
project manager.
2
Approval signature and date adequately indicate that the sponsor has officially or
formally authorised the project.
1
The overall project charter considers and adequately meets the project
requirements and specifications given in the project.
2
The overall project charter adequately:
• Provides approval to go forward with the project and commit funding (1);
• Summarises the key conditions and parameters of the project (1);
• Establishes the framework for developing a detailed baseline plan for
performing the project (1);
• The format and standard applied are adequate (1).
4
Weighting 40/2
TOTAL 20

Answer 1

Project Charter

Project Title: Implementation of a Customer Relationship Management (CRM) System

Purpose: The purpose of this project is to implement a CRM system for the company in order to improve customer satisfaction, streamline sales and marketing processes, and enhance overall business performance.

Description: The project involves selecting and implementing a CRM system that will help the company manage and analyze customer data, track sales and marketing activities, and automate various customer-related processes. The system will be integrated with existing systems and databases to ensure data accuracy and consistency.

Objective: The objective of this project is to successfully implement a CRM system that meets the company's specific needs and requirements. This includes ensuring seamless integration with existing systems, providing comprehensive customer data analysis and reporting capabilities, and delivering an intuitive and user-friendly interface for employees.

Success Criteria/Expected Benefits:
1. Increase customer satisfaction by improving response time and personalization of interactions.
2. Streamline sales and marketing processes, leading to improved lead generation and conversion rates.
3. Enhance customer retention through better understanding and management of customer preferences and needs.
4. Improve overall business performance by providing actionable insights and data-driven decision making.
5. Achieve a return on investment within 12 months of system implementation.

Funding: The sponsor authorizes a budget of $500,000 for the implementation of the CRM system. This includes software licenses, hardware infrastructure, implementation services, training, and ongoing support and maintenance.

Major Deliverables:
1. CRM system software installation and configuration.
2. Data migration from existing systems into the CRM system.
3. Integration of the CRM system with existing systems and databases.
4. User training and documentation.
5. Go-live and post-implementation support.

Acceptance Criteria: The CRM system will be considered successfully implemented when:
1. All major deliverables are completed according to the project schedule.
2. The system is fully functional and meets the specified requirements.
3. Users are trained and able to effectively use the system.
4. Key stakeholders have approved the system and are satisfied with its performance.

Milestone Schedule:
1. Project kickoff - September 1, 20XX
2. CRM system selection - October 1, 20XX
3. CRM system installation and configuration - November 1, 20XX
4. Data migration - December 1, 20XX
5. Integration with existing systems - January 1, 20XX
6. User training and documentation - February 1, 20XX
7. Go-live and post-implementation support - March 1, 20XX

Key Assumptions:
1. Access to necessary hardware infrastructure and resources for system implementation.
2. Availability of required data for migration into the CRM system.
3. User cooperation and willingness to adopt and engage with the new system.
4. Support and collaboration from IT and other departments involved in the project.

Constraints and Limitations:
1. The project must be completed within the allocated budget and timeline.
2. Limited resources for system implementation and user training.
3. Potential disruptions to day-to-day operations during system go-live and transition period.

Approval Requirements: The project manager is authorized to make decisions and take actions within the allocated budget and timeline. Any major deviations from the project plan or scope must be approved by the sponsor.

Approval Signature and Date: [Sponsor's Name], [Sponsor's Title] - [Date of Approval]

Overall, this project charter provides approval to proceed with the implementation of the CRM system, summarizes the key conditions and parameters of the project, establishes the framework for developing a detailed baseline plan, and adheres to the standard format for a project charter.