1Customer Proposal

Project Scope Checklist

Presented To Our Customer

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2Customer Proposal

Running Head: Project Scope Checklist Customer Proposal

Project Scope Checklist Customer Proposal

Carla J. McCoy

Unit 2 Individual Projects – MGT110

April 3rd, 2009

American InterContinental University

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3Customer Proposal

Abstract

This is a Proposal form for the customer and will include what the project objectives are as well

as present a list of deliverables. The milestones of this project will be included and a list of the

technical requirements. Limits and exclusions will be defined and Project Priorities will be

identified. A Work Breakdown Structure will be evident in this article which will accompany a

Responsibility Matrix. The thesis for this project is “Stop working for the project, let it work for

you”

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4Customer Proposal

Introduction

As the years have passed, Small Business Works has received several requests from

various customers for quality high tech websites. Small Business Works began in 1975 and was

blessed with an abundance of software resources. The high tech Web Design that our highly

qualified technicians create are suitable for supplying our customers with good quality business

websites for years to come. Here at Small Business Works we look forward to giving our

customer’s good quality service they can depend on for many years to come. One common

mistake so many other businesses make when presenting a presentation to their customers is they

try to hard because they are working for the project, but if you let the project work for you like

we do here at Small Business Works then it better suits the needs of all business relations with

our customers which begins to paint an image of the Organization to our customers as well. (AIU

Online, 2009)

Project Objectives

Small Business Works objectives are written using SMART objectives. To be Specific,

The Project objectives will include a six month time interval to allow time to implement the

project in order to supply solid action to our customers. (E-Business Plan, 2009) We will also

want to evaluate programming and graphics creations during various training sessions through all

of our company’s employees. A Measurable characteristic here would e to make sure that each

and every one of our employees are properly trained and given appropriate software that they

need in order to learn new things and create fresh new ideas for future high tech web site

creations. (Jones, & Tucker, 2003) In order to achieve this we will need a legitimate set of hours

set aside just for this purpose where each employee will be separated and evaluated in order to

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5Customer Proposal

review any problems or needs that can be resolved. We also want to provide our employees with

the equipment necessary by using four factors which are Scope, Cost, Schedule, and Customer

Satisfaction. (Gido & Clements, 2009) What this will do is ensure a brighter future for Small

Business Works and will provide our customers with good cost efficient deliverables that meet

their requirements in a timely manner by the approximate goal dates of April 5th, 2009. (Jones &

Tucker, 2003)

Deliverables & Milestones

Project Task Milestones Project Task Deliverables

Phase I:

Develop a plan with mapped target areas

The plan will identify targeted programming and

graphic create areas with a detailed description of

the projected benefits of training and equipment

Recruit Employees for Initial sessions, monitoring,

maintenance, reports, and follow-ups

A team of Employees to provide three teams of 25

persons for initial training and one team of 20 for

follow-ups, monitoring, maintenance, and reports

Phase II:

Conduct 3 sessions

1,200 training hours conducted in our empty work

room

Conduct a set of 2nd sessions Re-training as necessary for those who do not

receive their license in order to maintain the desired

number of licensed and trained professional

employees

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6Customer Proposal

Phase III:

Develop Conceptual Plan

This plan will identify the location of training for

each employee; it will also outline the context for

text, programming, graphics, and training in

sufficient detail in order to understand and

distinguish the interaction and give a nice

presentation when compiled together

Install Software Installation of high tech software installed on site in

accordance with the placement described in the

conceptual plan

(ABC Gateway, 2009)

Technical Requirements

MINIMUM LEVEL RECOMMENDED LEVEL

Browser Firefox 3.0.8 Firefox 3.0.8

Operating System Windows XP or Vista Windows XP or Vista

Security Cipher Strength 125-bit 125-bit

Screen Settings 1028 x 768 with 75536 colors

(16 bit)

1028 x 768 with 75536 colors

(16 bit)

Firewalls Should allow HTTP(s) traffic

via Port 442

Should allow HTTP(s) traffic

via Port 442

Internet Connection Access to the Internet via an

Internet Service Provider.

Speeds of 56K bits per second

High Speed broadband DSL

connection, Data rate 2MB per

second

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7Customer Proposal

Memory 266MB 515MB

Disk Space 500 MB for Browser temp

files

20GB for Browser temp files

and extract files

Processor Intel Pentium ™ III Intel Pentium ™ IV 3 GHz

Adobe ® Reader (For

viewing and Printing PDF

content)

Version 5.0 or greater Version 5.0 or greater. You

may click the icon to

download the most recent

version of Adobe Acrobat

Reader free of charge

(RBC Dexia Investor Services, 2009)

If you want to check versions and the amount of the disk space that will be used you will

need to follow these instructions. Go to Tools > Internet Options > General > Temporary Files >

Settings button, which is where browser settings are recommended. When you check for newer

versions of stored pages – Make sure to choose “Automatically”. When you check for the

amount of disk space to use – Choose “200MB”. You will also want to make sure the Session

Cookies are enabled and need to have your SSL2 and SSL3 enabled. Java will come in handy for

you so make sure your Java JIT Compiler is enabled as well as automatic prompting for Active

X controls. Accept pop up boxes from http://www.smallbusinessworks.com and be sure to add it

as a trusted site. (RBC Dexia Investor Services, 2009)

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8Customer Proposal

Limits and Exclusions

Here at Small Business Works the customer is the business. We want to ensure you that if

Volunteer Fund Raising attempts do not meet our expected needs that other Funding sources will

be researched in order to create high tech websites for our customers and in order to purchase the

software needed for training purposes, so we will not leave our customers without creative and

innovative websites. What will not be included in our Volunteer Fund Raising Sessions are false

advertisements. It’s true the cost of equipment and training may be higher than original

estimations but that won’t stop Small Business Works from obtaining other resources of funding

but could possibly exclude given appropriate dates for website creations to be completed and

need to be rescheduled. What will not be included in the cost of equipment and training will be

necessary supplies such as pens, pencils, and paper for notes. If Weather inclinations put delays

on Volunteer Fund Raising, we have obtained some information from another company called

Weather Resist who is willing to accompany us on rainy and stormy days so we will not let the

Weather stop us from doing what we need to do to satisfy our customers if properly put into our

budget. What will not be included in Weather inclination delays are Volunteer Fund Raising

teams during emergency weather periods such as Tornados because we will not put the lives of

our technicians in danger. (Jones, D., & Tucker, I., 2003)

We will not stop our system test models from being tested because we want to ensure our

customers that our project will work for you as it has for us. What will not be included in our

System Test Models are Night Time Technicians to properly test these machines due to our

business hours. If an employee doesn’t receive their license once training is complete we wont’

let that stop us either, the employee will simply receive more training and be re-tested with the

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9Customer Proposal

proper funding. What will not be included in an employee not receiving their license is complete

funding. The employee will be required to pay for half of the cost to be re-trained in order to

receive their license and we will match their cost. Wages and salaries within our company have

not been met in the past but with our new ideas and project in place these are being met now

according to our technician’s skills, licenses, training, and employment in years. What we will

not do is allow the wages and salaries within our company not to be met again. Our employees

are not left without Insurance coverage and the amount of coverage they have is being met with

standard criteria where it wasn’t’ in the past. What we will not do is allow our employees to be

left without Insurance coverage as they have in the past. (Jones, D., & Tucker, I., 2003)

Our limits and exclusions will typically prevent “scope creep”, although it is in most

cases Inevitable and Natural. When we go forward with our Scope we will do our very best in

preventing more requirements that are not originally included in the initial planning of this

project. We will also strive not to allow the time frame for project delivery to be altered. We here

at Small Business Works realize that Scope creep doesn’t have to be a bad thing if change or

growth of projects occur and in most cases change should be effectively managed by not

preventing the changes completely. We also would make sure that timelines and budgets were

not affected by Scope Creep. (Suresh, 2009)

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10Customer Proposal

Identifying Project Priorities & Project Matrix

Priorities can change during the life of a project therefore the life of this project needs to

be completed prior to the due date because of pressing needs within our Organization to get other

customers websites created. Cost savings are

often requested by most of our customers but are

also required by Management within our

Business. Trade-offs is important to mention here

because they are required here at Small Business

Works, however that comes with rules as well. It

is ok for schedules to slip but very necessary to go over the budget if this happens. It is not ok to

reduce the scope and performance of the project because they can’t be compromised and can’t be

sacrificed. One thing to keep in mind is that any time there are trade-offs that managers need to

have an understanding of the priorities of the project at hand. (Clifford, Larson, Meredith, &

Mantel, 2006)

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Time Performance Cost

Constrain

Enhance

Accept

11Customer Proposal

Work Breakdown Structure

Created By:

(Word Press Document, 2009)

Small Business Works Work Breakdown Structure identifies all work that needs to be

done and identifies various types of resources required for the work at hand. Although we use

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PROJECT SCOPE CHECKLIST

STRUCTURE

MANAGEMENT &

INTEGRATION

DELEGATION MISSIO

NS

PLATFORM

INTEGRATIO

N

TRAINING

EMPLOYEES

TECHNICIA

NS

SERVICES

SOFTWARE

PNP SYSTEM SOFTW

ARE

PNP APPLICATIO

N SOFT

WARE

VOLUNTEER FUND RAISING

VOLUNTEERS

EMPLOYEE

S & TECHNICIA

NS

EQUIPMENT

SYSTEM TEST

MODULES

COMMON

SUPPORT

EQUIPMENTPECULIA

R SUPPORT EQUIPMENT

EMPLOYEE TEAM

TEAM OF 35

EMPLOYEES

12Customer Proposal

job titles to protect the privacy of our employees this Work Breakdown will not list employee or

technicians names and will not give a set date of completion. (Word Press Document, 2009)

Responsibility Matrix

WBS Work

Information

Tec

h 1

Tec

h 2

Tec

h 3

Tec

h 4

Tec

h 5

Tec

h 6

Tec

h 7

Tec

h 8

Tec

h 9

Tec

h 1

0

Tec

h 1

1T

ech

12

Tec

h 1

3T

ech

14

Tec

h 1

5

Tec

h 1

6 T

ech

17

Tec

h 1

8 T

ech

19

Tec

h 2

0

Tec

h 2

1 T

ech

22

Tec

h 2

3 T

ech

24

Tec

h 2

5

Tec

h 2

6 T

ech

27

Tec

h 2

8T

ech

29

Tec

h 3

0

Tec

h 3

1 T

ech

32

Tec

h 3

3 T

ech

34

Tec

h 3

5

Reporting

Information

P S S S

1 Problem Areas P S S S S

1.1 Gathering

Information

S S S P S

1.2 Delegation

Missions

P S S S S S

1.3 Preparing

Reports

S S p S

2 System

Analysis

S S P S

2.1 System Test

Modules

S S S S P

2.2 Preparing

Reports

P

3 System Design S S S S

3.1 Input & Output S P S

3.2 Preparing

Reports

S S S S P

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13Customer Proposal

4 System

Equipment

S P S S S S

4.1 Peculiar Support

Equipment

P S S S S

4.2 Common

Support

Equipment

S P S

4.3 Preparing

Reports

S S S P

5 Testing P S S S S

5.1 PNP System

Software

S P S S

5.2 PNP System

Hardware

S P S S

5.3 PNP Application

Software

S P S

5.4 Preparing

Reports

S S S P

6 Implementatio

n

P S S S S

6.1 Employee &

Technician

Evaluations

S S S P S

6.2 Volunteer Fund

Raising

S S S S P S

6.3 Preparing

Reports

P S S S

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14Customer Proposal

KEY: P = Primary Responsibility; S = Support Responsibility

(Gido & Clements, 2009)

Conclusion

Here at Small Business Works we have let the project work for us instead of working for

the project. Our project has significance and involves a highly increased spectrum of trade skills

and individual professionalism. Our Technicians and Employees here at Small Business Works

work very closely together on various projects so satisfaction is achieved comfortably in

knowing we have good working relationships. We like to demonstrate change and all of its

possibilities here at Small Business Works and the fastest way to demonstrate that is through

good quality work. Positive results from this Project Scope Checklist will not only improve the

process of our Organization, but will also provide continual improvement. Let us show you what

we are all about here at Small Business Works and you will be guaranteed some very positive

results. It is our hope that this Proposal might provide some insight to our customers and allow

them to focus on our project procedures with professional communication from our staff. Thank

You for taking the time to review this Customer Proposal. If you would like to accept this

Proposal please sign one copy and return it with a 50% deposit of the software cost. (AIU

Online, 2009)

Accepted by: Title: By or on Date:

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15Customer Proposal

(Microsoft Office Template, 2009)

References

AIU Online, (2009) Project Management Class MGT110 Unit 2 Individual Project “The

Project” class Assignment retrieved on April 4th, 2009 from: https://mycampus.aiu-

online.com

E-Business Plan, (2009) Project Objectives Tutorials retrieved on April 4th, 2009 from:

http://myphliputil.pearsoncmg.com/student/bp_turban_introec_1/ProjObj.html

Jones, D., & Tucker, I., (2003) Sample Grant Proposal City of Summerville Department of

Public Safety, A Nonprofit Service Organization retrieved on April 4th, 2009 from Web

Site: http://www.yourtickettowork.com/selftraining/ENCap-SampleProposal.pdf and also

from Unit 1 Individual Project Assignment in MGT110

ABC Gateway, (2009) Sample Scope of Work – Project Deliverables Project Summary retrieved

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16Customer Proposal

On April 4th, 2009 from:

http://www.baygateways.net/pubs/Sample_Scope_of_Work_Project_Deliverables.pdf

Gido, J., & Clements, J., (2009) American InterContinental University Project Management

Concepts AIU Online eBook Unit 1 MGT110 – The Life of a Project Classroom

retrieved on April 4th, 2009 from: https://mycampus.aiu-online.com

RBC Dexia Investor Services, (2009) Technical Requirements Online Tools retrieved on April

4th, 2009 from:

http://www.rbcdexia-is.com/OnlineTools/p_ViewfinderRecommendedTechnicalEnviron

ment.aspx

Suresh, B., (2009) Scope Creep Management Scope Creep is not only Inevitable – It’s Natural.

Project Perfect Project Management Software retrieved on April 4th, 2009 from:

http://www.projectperfect.com.au/info_scope_creep_mgmt.php

Clifford, F., & Larson, E. (2006) Project Management MGT409 Prepared by Yagiz, O., (2006)

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17Customer Proposal

3rd Ed. McGraw – Hill also presented by Meredith, J., & Mantel, S., using 5th Ed.

Retrieved on April 4th, 2009 from:

http://www.emu.edu.tr/~oyagiz/MGMT409/MGMT409-05-C.pdf

Word Press Document, (2009) Work Breakdown Structure (More) Work Breakdown Structure

(WBS) Examples retrieved on April 4th, 2009 from:

http://www.eventmanagerblog.com/2007/05/more-work-breakdown-structure-wbs-

examples.html

Microsoft Office Templates, (2009) retrieved through Microsoft Word 2007 Templates on April

4th, 2009 from: Microsoft Word 2007

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