Create A Project Charter Based On A Case Study And Data Set ✓ Solved

Create a project charter based on a case study and data set

Instructions- Projects that start with effective planning have a better chance of finishing strong. The creation of a good project charter will help the team coalesce around clarified objectives and will help guide the team to a successful conclusion. In Module One, you wrote an overview of the case study you will be using for your final project. Your next step in this milestone will be to create a project charter continuing with the same case study.

To complete this assignment, review the Milestone One Guidelines and Rubric document, where you will find links to the case study, a case study data set, and a project charter template for your use.

Sample Paper For Above instruction

Below is a comprehensive project charter developed based on a hypothetical case study and its associated data set. This example illustrates how to fulfill each of the required elements, providing a detailed high-level overview to guide the project's execution effectively.

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

I. Project Purpose and Background

The XYZ Corporation seeks to improve its customer engagement and streamline sales operations through the deployment of a comprehensive Customer Relationship Management (CRM) system. The company has experienced rapid growth over the past three years, resulting in a fragmented customer data landscape and inefficient communication channels. The primary justification for this project is to consolidate customer information into a centralized platform, thereby enhancing sales productivity, customer satisfaction, and data analytics capabilities. The project aligns with the organizational strategic goal of digital transformation and improved customer retention.

II. Goals, Objectives, and Expectations

• Goals: Successfully deploy a CRM system that integrates with existing business processes within six months.
• Objectives:
  • Complete needs assessment and select vendor by month one.
  • Configure and customize CRM platform in three months.
  • Train staff and transition to new system in two months.
• Expectations: Achieve a 20% increase in sales efficiency and a 15% improvement in customer satisfaction scores within the first quarter post-implementation.

III. End Product or Service to be Supplied

The project will deliver a fully integrated CRM system tailored to XYZ Corporation's sales and customer service needs. The scope includes software licensing, system customization, user interface design, staff training, and post-implementation support. The business need addressed is the lack of a unified customer data platform, which hampers sales effectiveness and customer relationship management.

IV. Milestones/Estimated Deliverables

• Needs assessment report – end of Month 1
• Vendor selection and contract signing – end of Month 1
• CRM system configuration and customization – Month 2 to Month 4
• Staff training and pilot testing – Month 5
• Full deployment and transition – Month 6

These milestones directly relate to meeting specific objectives, leading to a successful project completion within the targeted timeframe.

V. Success Criteria

Success will be measured through:

• On-time project completion within six months.
• Attainment of targeted increases in sales efficiency and customer satisfaction.
• User adoption rates exceeding 80% within the first three months.
• Minimized post-deployment issues and support tickets.

VI. High-Level Risks and Impact

Risks include vendor delays, inadequate user adoption, data migration challenges, and scope creep. These risks could delay the deployment, increase costs, or reduce the effectiveness of the CRM system. Mitigation strategies involve rigorous vendor vetting, comprehensive training, phased implementation, and frequent project reviews.

VII. Key Stakeholders and Roles

• Project Sponsor: Executive leadership providing funding and strategic oversight.
• Project Manager: Responsible for overall project coordination and communication.
• IT Department: Implementation, integration, and support.
• Sales and Customer Service Teams: End-users providing requirements and feedback.
• Vendor: Software provision and customization services.

VIII. Assumptions, Restrictions, External Dependencies

• Assumes availability of internal IT resources for integration tasks.
• Restrictions include adhering to the company's procurement policies.
• External dependencies involve vendor timelines, licensing agreements, and data privacy regulations.

IX. Customer Responsibilities

The customer, XYZ Corporation, will provide access to existing customer data, participate in testing, and facilitate staff training schedules. Resources include internal personnel for requirements gathering and user acceptance testing.

X. Project Category Table

XI. High-Level Budget

The estimated total budget for the project is $250,000, covering software licenses, vendor services, training sessions, and contingency funds. Budget allocation includes 60% for software and vendor costs, 20% for training, and 20% for miscellaneous expenses such as support and infrastructure upgrades.

References

• Kerzner, H. (2017). Project Management: A Systems Approach to Planning, Scheduling, and Controlling. Wiley.
• PMI. (2021). A Guide to the Project Management Body of Knowledge (PMBOK® Guide). Project Management Institute.
• Schwalbe, K. (2018). Information Technology Project Management. Cengage Learning.
• Larson, E., & Gray, C. (2017). Project Management: The Managerial Process. McGraw-Hill Education.
• Meredith, J. R., & Mantel, S. J. (2017). Project Management: A Practices Approach. Wiley.
• Heldman, K. (2018). Project Management JumpStart. Wiley.
• Wysocki, R. K. (2019). Effective Project Management: Traditional, Agile, Extreme. Wiley.
• PMI Talent Triangle. (2020). Skills for Effective Project Management. PMI.
• Gido, J., & Clements, J. P. (2018). Successful Project Management. Cengage Learning.
• Thamhain, H. J. (2013). Managing Technology Projects: Redefining the Success Criteria. IEEE Transactions.