Project Post-Mortem Analysis: Lessons Learned and Best Practices

The assignment requires students to conduct a post-mortem analysis on their team's project, identifying successes and shortcomings, as well as lessons learned from the experience. Additionally, students are tasked with evaluating the best of other teams' projects and identifying why it stands out. The report should include an introduction summarizing the team's project, an assessment of the strengths and weaknesses of their own project, and recommendations for future project managers based on what was learned. Furthermore, the document should summarize major project management lessons learned from the course as a whole.

27 March 2016
IFSM 438 - Authentic Assessment
Integrated Team Project (ITP) Master
Document
Project Descriptions
This document provides all of the details and instructions for the ITP and TPP assignments for the
IFSM438 class. In the first week of the semester, students should read the material up to the
Introduction to Team Process Course Completion Plan Assignments. In each subsequent week of
the class, each chapter provides the relevant details, requirements and grading criteria for the
semester. By Week 8, the requirements for ITP-7 and TPP-2 will conclude the assignments.
The details for each assignment are the minimum requirements.
Questions about this document or the assignments should be directed to the instructor of the class.
Contents
"Authentic Assessment" Integrated Team Project (ITP).................................................3
Notes on the Integrated Team Project (ITP)..................................................................4
Overview......................................................................................................................................... 4
Team Roles and Interaction............................................................................................................. 5
Team Contribution Assessment and Grading of Team Assignments................................................6
Submission of the Project Deliverables for Grading.......................................................................13
Grading Rubrics............................................................................................................................. 14
General Theme and ITP Project Requirements.............................................................14
Case Scenario – Marley Dental Clinic............................................................................................. 15
Project Documentation Requirements...........................................................................................17
Introduction to Team Process Course Completion Plan Assignments............................21
TPP-1 - Plan and Schedule for Team Process (Team project).......................................21
ITP-1 - Project Charter (Team project)........................................................................27
ITP-2i - Project Work Breakdown Structure with Durations (Individual project).............33
ITP-3 - Project Schedule with Task Dependency Links (Team project)...........................41
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"Authentic Assessment" Integrated Team Project (ITP) IFSM 438 - Authentic Assessment
ITP-4 - Project Resources and Costs (Team project).....................................................46
ITP-5i - Project Risk Assessment (Individual project)...................................................54
ITP-6 - Consolidated Project Management Plan (Team project).....................................59
ITP-7 - Project Execution, Tracking, and Changes (Team project)................................65
TPP-2 - Project Post-Mortem Analysis (Team project).................................................71
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"Authentic Assessment" Integrated Team Project (ITP)
This course uses a so-called "authentic assessment" instead of a final exam. The purpose of the
authentic assessment is to assess your learning by doing. That is, you will demonstrate project
management by completing a large team project over the course of the semester, including its
project documentation and (in MS Project) its schedule.
The authentic assessment consists of the Integrated Team Project), which in turn is comprised of
multiple parts or deliverables spread out over the course of the semester in the approximate order
they would be done in a real world project. Critical thinking, creativity and problem solving
techniques will be used as the team goes through the project planning and execution exercises.
The authentic assessment (ITP) in total is worth 65% of the overall course grade
equating to 45% as group effort and 20% as individual effort.
ITP Projects: 65. Total
ITP-1 - Project Charter (Word) (Team project) 5.
ITP-2- WBS w/ Durations (Word or Excel or Microsoft
Project MSP - Project is preferred) (Individual project)
10.
ITP-3 - Project Sched w/ Dependency Links (MSP) (Team
project)
10.
ITP-4 - Project Costs and Resources (MSP) (Team
project)
10.
ITP-5- Project Risk Assessment (Table in Word or Excel)
(Individual project)
10.
ITP-6 - Consolidated Project Plan (Word & Excel & MSP)
(Team project)
10
ITP-7 - Project Execution, Tracking, and Changes (MS
Word and MSP)
10.
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In addition, there are two team projects (Team Process Course Completion Plan --
TPP-1 and TPP-2) that are not part of the Authentic Assessment (though they are
graded):
Team Process Plan: 9. Total
TPP-1 - Team Process Plan and Schedule (Word & Excel)
(Team project)
5.
TPP-2 - Project Post-Mortem (Word) (Team project) 4.
Because this course uses an authentic assessment, there is no final exam.
Notes on the Integrated Team Project (ITP)
Overview
Business and IT professionals and/or project managers are involved with the development and
management of a variety of small- and large-scale projects. They are also required to prepare
documentation and guidelines associated with these projects.
There will be a semester-long team project (the Integrated Team Project – the ITP) with multiple
individual and group deliverables due weekly throughout the semester to coincide with the topics
covered in the textbook and weekly Conferences. This assessment will reinforce the lessons
learned from the professional IT project management environment and will use the application tools
employed in that environment, such as Microsoft Project and Microsoft Office (Word, Excel, and
PowerPoint). Students are expected to apply critical thinking, creativity, and problem-
solving techniques as the team goes through the project planning and execution exercises.
The purpose of the ITP is to give each classmate the opportunity to apply many of the project-
management techniques to a practical project. This includes both the hard skills of project
management (developing project schedules, using MS Project, etc.) and the soft skills of managing
and participating on a project team.
The course-long ITP project is the hands-on, real-world practical application part of the course. The
experience students gain by accomplishing these weekly assignments is experience that often is
directly applied in the student’s professional life.
Like any good project, our classroom ITP project is too large and too complex for one person (or
even a small team) to do in one week as one assignment. Therefore, the ITP is assigned in smaller,
step-by-step pieces each week of the course. Each piece concentrates on one (or a small number
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of) aspect of project management such as project initiation, project task scheduling, risk
management, and so forth. The resulting "output" of each piece is a class deliverable (and is
submitted for grading as an assignment). The process of producing each deliverable involves one
or more team tasks. The weekly assignments and deliverables are numbered ITP-1 through ITP-7.
The entire project builds to the final Consolidated Project Plan that brings all of the assignments
together so that the student is able to “see” and manage the project as a whole, rather than
individual pieces.
Each project deliverable will be specifically assigned, with a due date, in the weekly
CONTENT area of our LEO Classroom. The full set of requirements and specifics plus the
grading rubrics of each weekly ITP assignment are contained within this document. The
Content area only includes a brief discussion of the assignment.
Note that the technical IT work of the project will not be done in this class, only the project
management planning work. For instance, if the project is to develop a Web site, then we will not
be doing any Web development, but will be developing project management tasks, documents and
deliverables to plan the development of a Web site.
It is a good idea to check ahead weekly for the projects and deliverables due in the next few weeks,
in order to get a feel for what lies ahead. There is a project or deliverable due every week, and
some of them are more extensive and difficult than others. It is a good idea to start the projects a
week or two in advance so that there is plenty of time to work with your team on them.
Team Roles and Interaction
Because it will be difficult to form your own teams online with students scattered around the world,
the instructor will assign students to teams. Each team member is responsible to his/her own
team; the degree of the team’s success is dependent on the efforts contributed by ALL team
members.
The instructor will serve in the roles of client/customer, bill-payer, and executive sponsor for the ITP
project. When decisions need to be made by stakeholders, they must be submitted to the
instructor, who will make the final decision. The buck stops here. The teams will need to work with
the client/customer to define and refine the project requirements.
In order to accomplish any IT project, the project team must include a project manager and other
PM-related roles for managing the IT project. The project team must include IT-related roles such
as software developer, system analyst, network engineer, installer, and so forth. Without these
types of roles, no IT project can succeed.
Our ITP assignments include the fictional work of a real project management team to manage the IT
project given in the scenario. For the ITP assignments, team member Joe might be the network
engineer, team member Jabari might be the software specialist, and team member Corinne might
be the project manager. If there are not enough students on the team, then these fictional roles
may include fictional names to round-out the functional needs of the project team. For example,
your project team might need 12 people to accomplish all of the project effort, but your class team
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only includes 5 members. Those other 7 project team members would be fictional functional
members of the project team. And the ITP fictional team roles would not change from week to
week.
The team areas will include a private discussion area and team lockers to facilite
communications and collaboration while working on assignments. UMUC provides
Google+ tools (such as Google Chat and Hang-Out) that may be used for team exchanges.
Other collaboration tools may be used by the team to hold live meetings and discussions.
Please be aware that if a question arises regarding the timeliness or quality of team members’
contributions, the instructor will ask for evidence of the alleged non-contributing team members
participation and contribution.
As is the case with business organizations in the Twenty-First Century, our class is a GLOBAL
environment. We have students all around the world so the team must work with teammates in
other geographic and time zones. Asynchronous communication is one solution, but the team
should work with EACH member to build communication channels that work for ALL team members.
The instructor will silently monitor the LEO Groups and discussions, and may chime in if necessary
to keep the team on track, answer questions specifically directed to the instructor, or help avoid
problems.
Though we hope to keep the teams as stable as possible, students dropping or adding the course
will affect team membership. Students may be re-assigned to different teams if it is necessary to
re-balance the teams in cases such as these; but we will try not to do this as it is very disruptive for
all members of both groups. These, unfortunately, are all too common real-world experiences.
Team Contribution Assessment and Grading of Team
Assignments
Team effort and member contributions are important in this course. There are TWO
METHODS of reviewing and grading contributing and non-contributing team members
provided below. Your instructor should specify which method will be used. If your
instructor has not done this, please contact him/her and ask which method applies to
this class.
The grades for each deliverable will include components based on: (a) the content and quality of
the documents delivered; (b) the format of the documents (where applicable); and (c) individual
contribution to the work of the team deliverable.
In a well-functioning team where everyone contributes adequately, everyone should earn the same
score. However, the team members MAY end up with different total grades for the project
assignments, since the grade of someone who doesn't contribute substance to the team with the
team’s schedule for the week, for instance, will be lower than the grades of rest of the team.
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In other words, the team deliverable will be graded based on content, quality, and format. This will
establish the "team base score". The individual team members' scores will be adjusted up
or down from the team base score, based on each team member’s level of
contribution to the team and to the work on the deliverable.
Method 1. "Creds" and "360 Degree Assessment" of Team
Member Peers
Your instructor may optionally elect to use a "360 Degree Assessment" of team member peers (AKA
"Creds") in which every team member assesses all his or her team member peers' level of
contribution to the team effort. This section explains how Cred assessment works.
It is important that you read this section because it requires action on every team member's part
every week -- action on your part.
As in many computer games, each team member will get 23 "Creds" per deliverable assignment
to allocate among the other team members in any way desired*. The intent is to allocate
more Creds to team members who contribute more to the team, and allocate fewer Creds to
members who contribute less to the team.
For instance, if desired, you may allocate all of your Creds to a single, deserving person who is
chiefly responsible for the work of the team. Or you may allocate a similar number of Creds to each
team member if all contributed similarly [Note 2]. Or you may hand them out to team members in
any way you wish [Note 1], giving more Creds to members who contributed more, and giving
fewer Creds to members who contributed less. You may hand out zero Creds to a team member if
you feel that he or she has not contributed significantly. It's up to each of you [Note 3] how you
wish [Note 1] to allocate the Creds given to you.
Here are some examples:
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Figure 1 - Creds Examples: How to do it and how NOT to do it
Here is an example spreadsheet that may be helpful to you:
Fill in the yellow cells --> Your name: Reminder: Don't rate yourself
Assignment: (e.g., ITP-4, etc)
Team Member
Contribution
"Creds"
Earned Comments
Grand Total for Team: 0
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0
Remember: Don't
rate yourself
Notes:
[Note 1] -- Well, you may allocate Creds in almost any way you wish: There are four
conditions or caveats:
a) First, Creds cannot be kept for yourself or allocated to yourself. Creds that are
not allocated to others grow moldy and rot and are no good for anything. They count
as zero toward your own grade if kept for yourself. As the fine print on most store
coupons says, they "have no cash value".
b) Second, Creds vaporize before the next assignment, at which time a fresh
allocation of Creds is made for the new assignment. So Creds cannot be stockpiled
for future use.
c) Third, Creds shatter when you try to split them, so please don't use decimals
or fractions of a Cred. Be careful: when they shatter, the explosion might damage
your own score. So make sure to allocate Creds only in whole numbers.
Seriously, it does nobody any good to allocate Creds exactly equally. It turns out that
in the Creds accounting algorithm, that's equivalent to not allocating any Creds at
all. So nobody gets helped by it, nor do you since you only earn a small bonus for
actually allocating Creds. You earn no bonus for failing to allocate Creds.
d) Finally, while it is permitted, there is really no point in allocating any Creds to
someone whose name is omitted from the title page. Those Creds would
simply be wasted and would do nobody any good (or any harm).
On the other hand, you may hand out zero Creds to a team member who is listed on
the title page if you feel that he or she has not contributed significantly. Doing this is
valid, and would indicate your assessment of that team member's level of
contribution without actually going quite so far as "Voting Team Members Off the
Island".
[Note 2] -- But please only allocate Creds similarly if everyone actually contributed
similarly. Some people, out of a misguided sense of parity, attempt to
allocate Creds equally to everyone even when they didn't contribute equally. This
actually hurts people; it does not help (see item (c), above). Like plagiarism, it penalizes
people who knocked themselves out on the project, while providing a bonus to people who
did not contribute. It also wastes your vote; it's essentially a non-vote. In the aggregate, it
hurts all team members, yourself included. So while you are perfectly justified in allocating
similarly if everyone actually contributed similarly, please bite the bullet and take the effort
to assess your peers' level of contribution, and allocate your Creds according to
their actual levels of contribution. And remember to use only whole numbers, not fractions
or decimals (again, see item (c), above).
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[Note 3] -- Also, note that allocation of Creds is not a group decision but is each individual's
assessment of his or her teammates' contribution. Allocation of Creds is not to be discussed
within the team. Like your choices in a voting booth, it is a private decision.
Reminders and Tips
People often have problems in assigning "Creds" to their teammates for their peer review
assessment. So here are some tips and reminders:
 You each get 23 Creds to divide between your team members. That's not 23 credit per
team member to allocate on a scale of 1-23. Rather, that's 23 total to divvy up among your
team members so that when all the Creds you allocated to all of your teammates are added
up they will total to exactly 23, no more, no less.
 Don't allocate any Creds to yourself. They won't "stick". Divvy up the 23 Creds among your
teammates.
 If there are two assignments in a given week (like TPP-1 and ITP-1, then you may
allocate Creds separately for each assignment if your teammates' contributions differed for
each assignment. Alternatively, you may allocate them once for the week and they can be
applied them to both assignments. However, you must tell me which you wish to do. If I
don't see your Creds while I'm grading assignment #1 because you only posted them to
assignment #2, then it will look like you didn't allocate Creds for assignment #1 and you
won't earn the bonus for having assigned your Creds (see below). Therefore, if you want to
do that, it's best to make a copy and post a copy under both assignments. Then there will
be no confusion (and no loss of points).
 Assigning Creds is a personal, individual thing, not a team task. It's like voting for
President. Do it yourself, by yourself; don't let anyone tell you who to vote for or how to
allocate your Creds. Don't tell them how you allocated them, either.
 Don't split Creds. For instance, don't try to allocate 11.5 Creds to someone. Allocate them
only in whole numbers. Give them either 11 or 12, but not 11.5.
 You can't borrow Creds (from either a teammate or from a previous week), and can't carry
over Creds to a future week. It's 23 per week, period.
 Don't tell me, "everyone contributed equally, so please just split them up equally for
me." That doesn't work. Divide them out and allocate them as you wish. I won't do it for
you. And remember not to use fractions.
 Remember that you earn a few points as a bonus for allocating your Creds. In other words, if
you don't allocate your Creds, you won't earn those points.
 Assigning Creds is independent of voting someone off the island (sort of). That is, you can
allocate someone zero creds without voting them off the island. (On the other hand, if you
vote them off, you might as well not assign them any Creds because the Creds you assign
them would be wasted since people voted off earn a score of zero anyway.)
 Everyone should make a submission in your Assignments folder and that submission should
include how you are distributing your Creds.
 Ideally, it's best to just type them into the text area of your Assignments folder
submission. However if necessary you may attach them in a Word doc or a .txt file. But
don't mix them into the team deliverables files.
 While you're at it, please include a note of who your team PM is (for the week).
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 The team's PM (or PM of the week) should also attach the team's deliverables files for the
week in the PM's Assignments folder. (The PM may delegate this posting to someone else,
but should let me know that in the PM's Assignments folder.)
 Everyone else who isn't a PM this week should post only Creds. There is no need to post yet
another copy of the assignment files. It won't really hurt to post duplicate identical copies,
but I'd rather not have to read them all and figure out which one is the "real" one to
grade. (You'd think they'd all be the same, but often they are not.)
-----------------------
Here's how it works:
On or before the assignment due date, every class member (i.e., every team member including the
team PM) will submit in his or her own LEO Assignments folder a text note or attachment that
specifies the way that member wishes to distribute his or her Creds. This would be a list of team
members and the number of Creds allocated to each one. Remember, this is each individual's own
personal assessment of how he or she wishes to distribute his or her own Creds. It is not a team
assessment. The Assignments folder note should also tell who (normally the team leader) is be
submitting the team's deliverable.
In addition, the team leader or designee will submit the team's deliverables in his or her own LEO
Assignments folder.
Finally, the day after the due date (normally Monday), the team PM should also post a copy as a
response/reply in the week's assignment topic in the weekly class discussion Conference.
____________________________________________________________________________
Your instructor may use a more traditional methods of assessment, as follows. Please
clarify with your instructor WHICH method of team member assessment will be used.
Method 2. Omitting a Team Member from the Cover Page
The grades for each deliverable will include components based on: (a) the content and quality of
the documents delivered; (b) the format of the documents (where applicable); and (c) individual
contribution to the work of the team deliverable.
The team is responsible for managing itself. Among other things, this means that the
TEAM determines whose names go on the cover page for each assignment. If one
team member does not participate and/or contribute in a timely manner, the team is EMPOWERED
to omit that name from the deliverable, thereby indicating their joint assessment that the
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omitted team member did not contribute and should not earn a grade on that assignment. In other
words, omitted team members earn a zero on the assignment.
Important note to the team members -- Please do NOT include the names of teammates who
submit nothing to the team’s efforts on the Cover Sheet of team assignments. Some members of
the team might think they are being kind by including names of teammates who did not contribute,
but this is unfair to the teammates who did contribute in a timely manner. There may be situations
when the team agrees to give a teammate a break to deal with a life event, but normally, only
those who contribute should be included for credit, please! If the team agrees to allow one member
a bit of an easy week to deal with a family emergency, that person should willingly contribute twice
as much the following week to EARN the credit for the previous week.
It is VERY important that ONLY students/team members who do contribute quality work in a timely
manner should receive credit for the assignment. If these assignments were individual assignments
and a teammate did not submit, that teammate would not receive a grade. It should be the SAME
in these team efforts. This is a very real-world experience, as not all members of our teams are
willing to fulfill their agreements and/or responsibilities.
Here's how that works: I will expect members of the team to notify any and all omitted
teammates (with a copy to me), informing the omitted persons that they will not be
included on the deliverable assignment. The omitted persons can protest to me, with a copy
to ALL teammates. My final determination will be based on the activity in the LEO GROUP
area and any evidence that the omitted student provides that he/she did, in fact, contribute on
time (based on the team’s weekly schedule) and the contribution met the requirements as set forth
by the team.
Each assignment is new and fresh and is assessed "de novo". Omitting a team member's name
holds for only one assignment at a time, not for the entire semester. So team members who
contribute to the next assignment are automatically reinstated and earn a grade – unless they are
also omitted from that following assignment's title page. However, it must be re-assessed
separately for each assignment.
How this generally works out in practice … and its impact
How this generally works out in practice is that if someone isn't contributing, then the rest of
the team needs to step up team efforts to fill in and complete the work. If team members do not,
then it would be an incomplete assignment that is submitted, and it would earn a low team grade.
In other words, everyone would be penalized. However, if the teammates fill in and complete the
work, then the team will earn a higher team base score because the assignment is complete. In
that case, only the team members who didn't contribute would be penalized.
It also requires that you be honest about assessing contribution
Submission of the Project Deliverables for Grading
First, the LEO Group is for your use in the team and not for submitting assignments for
grading. Team members should use the Group area to work on documents together. That is,
you can post them and can each edit them and re-post. LEO's Help guide should have details
on how to use Groups.
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Before posting MS Word documents in your LEO Group for collaboration, please turn on "Track
Changes" for your own team's use. (In MS Word, use the Review tab on the Ribbon, then the
Track Changes button.) This will not only make it easier for you to determine the changes,
additions, etc, that your team members have made, but will even help track who made which
changes.
Please turn off "Track Changes" when you submit your final document for grading.
Where and how to submit ITP assignments for grading: Who should submit the team
assignments? The team leader for the assignment that week. If the team has a different
team leader for each assignment, then that team leader will hold the responsibility for posting
the group assignment before the due date and time. The team leader should submit the team
assignments in the Assignments area. Please consider a contingency plan within the team so
that a second person is identified to post the assignment if the team leader has not done so ten
minutes before the time the assignment is due. This will save the team from posting late
assignments if the team leader has a schedule conflict or sudden emergency.
Please note: EVERY assignment is to include an APA-format cover sheet. Include
your team name in the FILE name… this is also true for Individual assignments –
please include your name in the file name!
PLEASE NOTE: IT IS THE TEAM’S RESPONSIBILITY TO ASSURE THE ASSIGNMENT
IS POSTED ON TIME. EVERY MEMBER OF THE TEAM WILL SUFFER IF
ASSIGNMENTS ARE POSTED LATE!
If the team submits more than one project deliverable, then the instructor will grade the posting
closest to the time the assignment is due. If there are multiple postings, late postings will not
be graded.
In addition to posting in the Assignments area, please post the team assignments in
the SHARED LEARNING ENVIRONMENT discussions included in each week’s Content.
Our class is an OPEN AND SHARED LEARNING ENVIRONMENT and teams and team
members are STRONGLY ENCOURAGED TO LOOK at the other teams' efforts in the SHARED
LEARNING Discussion areas and TO IMPROVE their own projects as they see what the other
teams doing.
INDIVIDUAL assignments are to be submitted in the Assignments area no later than the due
date and time. Please refer to the LATE ASSIGNMENT policy in the class Syllabus.
Grading Rubrics
Specific grading rubrics for each deliverable are posted along with the ITP project deliverable
assignments. A narrative of the grading criteria is provided in this ITP Master Document with the
full requirements and details of each assignment. Please be sure to read the rubrics, as
they are a guide to how you will be graded.
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The assignments themselves describe "satisfactory" or "required" performance .
Superior or outstanding scores require additional work and additional elements, some of which is
described in the rubrics. Performing additional work and including additional elements beyond
what is described in the assignments and the rubrics results in better grades.
Please review the grading criteria in the class syllabus. You will notice that C-level
(satisfactory) work is described as “good.” A-level work is considered “outstanding.” Outstanding
work is effort well above that required to meet the basic requirements. Please be sure to refer to
the assignment’s grading rubric when working on your assignments.
General Theme and ITP Project Requirements
The following discussion addresses the description and requirements of the weekly
integrated team project assignments.
Imagine that your team works for a company that specializes in the design, development and
installation of information technology (IT) systems. Your company has been asked to prepare a
project plan to install an IT system for a specific client as described below. Because of your
company’s experience, the client has selected your company to plan, perform and manage this
project.
Your project assignment will be to prepare the project plan to install an IT system needed for the
client. This will be done incrementally throughout the course of this class. The scope of the
project will be identified in the ITP Project Charter (ITP-1 assignment). The project
description is deliberately generalized in order to allow your team the opportunity to use creative
thinking and decision skills to develop the specifics of what the client needs (hardware?
software? PCs? servers? networking? cabling? wireless? application systems? Web sites? Cloud
storage? what?) and the scope (how many and for whom?) and extent thereof. In other words, the
requirements are vague and will need to be defined and refined by the project team working with
the client. By not providing a preconceived system, the team has room for ingenuity in planning
the design and implementation of the IT system.
To keep the project manageable and doable in a limited-duration class, the magnitude and scope of
the project must be such that it will require a project management team of at least 6 members
and will take at least 6 months to complete, but no longer than 9 months. If it is less than this,
then you have scoped it too small; if it is more than double that, then you have scoped it too large.
Note: Even if your class team has fewer than 6, your project management team will include at least
6 people, real and/or fictional.
Remember that you are not to do the hands-on technical IT work of the project in this class or as
part of this ITP, but are to build a project plan that demonstrates the company’s ability to plan,
manage and control the project of designing and installing the IT system for this client.
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Case Scenario – Marley Dental Clinic
Your team has been asked to prepare a project plan to install an IT system in a small dental
clinic. Dr. Bob is in practice with his son, Dr. Robert Jr. The current practice and dental office is in
a “store-front” in a strip-mall. The practice employs one dental hygienist, two dental assistants,
and one receptionist/bookkeeper. The receptionist keeps all patient and practice records on paper
in file folders. The staff of the dental clinic have no computers or other IT tools.
Drs. Bob and Robert Jr. have been offered the opportunity to expand the office into the store area
adjacent to the current office. This would more than double the space for the practice.
Coincidently, two of Dr. Robert Jr.’s classmates from dental school would like to come to work for
this practice. With the additional space, the office would easily accommodate these two additional
dentists, with expansion room for two additional dentists in the future as the practice grows.
Bringing in the two new dentists will require hiring of 2 more hygienists, 2 more dental assistants, a
full-time bookkeeper, and a part-time receptionist.
The current office has 2 dental chairs in semi-private areas, one hygienist chair in a semi-private
area, the reception and waiting area, plus a private room for files and a central area for the X-ray
machine, enclaves, and other dental equipment. The new area will be have a similar design to
provide working area for all of the new members of the dental clinic.
Dr. Bob and Dr. Robert Jr. have identified $150,000 to provide an IT system that will be modern and
will make the practice more efficient. The cost estimate is just that, an estimate.
The doctors would like to move to on-line banking capability for patient payments and payments to
the practice’s suppliers. They would like to allow patients to make appointments electronically.
They would like to have immediate access to dental organizations to help with diagnoses, as well as
to keep up to date on new dental procedures. And they would like to have an IT system that allows
them to accept and process dental insurance claims and billing.
While Dr. Robert Jr. has some experience working with computers and IT systems, Dr. Bob has
none. He is very old-school and old-fashioned. Unfortunately, he will be your point of contact and
the person you will be working with as you “fill-in” and finalize the requirements and move to the
design and implementation of the IT system. This means that you will have a need to define and
explain terms as you work with him.
As you begin to plan the ITP project, keep in mind that until now the client has had no IT system
and has had no IT staff. In addition, there is no networking, LAN, or Internet installed, and no
productivity software or other applications. You may assume that Internet connectivity is available
in the area, however (whether via ISP or satellite or whatever). Dr. Bob is the major stakeholder
and your point of contact for this proposal. Your instructor will fill the role of Dr. Bob and major
stakeholder. So all questions for the client should be directed to your class instructor. Your team
may consider clarifying the requirements, including the available funding, through Private
Message email interviews with Dr. Bob.
Explanatory Notes and Tips
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For those not intimately familiar with dental offices, they are rather similar to medical clinics or
doctor's offices -- something that everyone has experienced – and there are some level of complex
government health care regulatory requirements and privacy requirements to deal with. So you
may need to address some basic privacy requirements.
Reminder: The project scenario was purposely designed to leave some things up to you -- for a
reason -- so that you can make it whatever inspires you about the dental clinic and its automation
and sounds fun to do.
Other things were omitted in order to both minimize the length of the assignment document so that
you don't bite off more than you can chew, and to be realistic. In real world project management, it
is very typical for the clients to be experts in their own business areas but have little knowledge of
IT or especially of projects. Consequently they have little understanding of what kinds of
information are needed to do a project, and especially of what levels of detail are needed. They
also have little knowledge of technical IT details that may be important for an IT project but aren't
their field of expertise. The clients often genuinely don't know what they want or need. They don't
know what IT can and can't do for them, so they don't know what to ask for or what's reasonable or
unreasonable to request. They also speak a different language than we do. The result is that their
requests are often quite vague from our point of view (even on the occasions that they seem
specific from their point of view). This will be the case with Dr. Bob!
So what happens? The project team must ask. The project team has to spend a lot of time
eliciting requirements, assumptions, constraints, business rules, and so forth; especially
requirements. This is usually iterative, takes a lot of time, and continues (though hopefully
decreasing) throughout the project. I'll try to reduce the iterative and incremental nature a bit in
order to speed things up a bit for this class. Nevertheless, we intentionally want the project
management experience to be realistic, so there are a lot of open ended things in the project
scenario that the teams will simply have to ask about.
Who does the team ask? The client, of course. In this ITP class project, the professor serves in the
role of instructor and also in the roles of the client, project sponsor, and functional business
stakeholders. So when you need more information than you are given -- which will occur, especially
during the project charter and WBS phases -- don't guess, please ask!
Project Documentation Requirements
The remainder of the requirements and instructions apply to all ITP deliverables, both individual
and team assignments.
File Names
The files submitted should be named as follows:
• Team name, Project Deliverable number, Project Deliverable title. For example: "TEAM 7
Projecteers - ITP-1 - Charter.doc"
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• ALL group deliverables must have a cover page that includes contributing team
members’ names.
Individual assignments are to be submitted in the Assignments Folder for each
student. The file name must include the student’s last name and the assignment (e.g., "K Schank
ITP-1.doc" or "mckalip charter.doc"). I frequently download assignments for grading and it
HELPS me if I know exactly whose paper I am grading. Please include your name in the
file name.
Submit team assignments in the Assignments Folder as specified under "Submission of the Project
Deliverables for Grading", above.
Format
ALL of the assignments for this class must be provided in the APA style format, which means and
includes the following:
• APA style cover page For All Assignments.
• Use Microsoft Word for text documents. If you do not have Microsoft Word, "Save As" a word
document in Word .doc or .docx format.
• Use Microsoft Project for project documents. Use Microsoft Excel for assignments that
specify Excel. Use Microsoft PowerPoint for the presentation.
• The following requirements apply to all submitted documents in this class:
o Use Page Setup to configure Word documents.
o Use 1" margins top, bottom, left and right sides.
o Use Times New Roman size 12; or Arial, or Verdana size 10.
o Use appropriate headings and subheadings.
o The first word of each new paragraph should be indented.
o For documents that are longer than one page, number each page in the bottom right
corner. The title page should never be numbered.
o Default size limit: If a page limit or number of words are not specified in the
instructions for an ITP deliverable then the document should not exceed 5-6 pages. If
a page limit or number of words is specified in the instructions for an ITP deliverable,
then that size specification has precedence and supersedes this default size.
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Title Page (Cover Page)
All deliverables for this class must have a cover page including assignments created in Excel or
Microsoft Project. Use an un-numbered title page as the first page of the document. Add optional
graphics if you wish, as long as it is professional looking. In the center of the page, in this order,
double spaced, put:
• The name or number of the team
• The name or acronym of the project itself
• IFSM 438: Project Management
• Title and number of the project deliverable assignment
• A list of the contributing team members and their current individual roles on this
particular deliverable assignment, with the Team Leader listed first. Note: If in the
judgment of the team, a particular member did not contribute to a particular deliverable or
contributed minimally, then the non-contributing team members should not be listed
on the title page.
• For example:
Team 7, "The Projecteers"
Automation of Acme Organization Project
IFSM 438: Project Management
ITP-1 Project Deliverable– Project Charter
Chris Pimbock Team Leader
Jamie Lopez Documentation Specialist
Terry Johnson Research
Ronnie Smythe-Jones Editor and Submitter
• You may add optional clip art or graphics if desired. Clip art is not required and will not earn
any additional points.
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Nothing else needs to be added to the title/cover page. Remember, the title page is not a separate
document. It is the first (unnumbered) page of your document and does not count in the number of
page requirements.
Front Matter
For ALL assignments (individual AND team), include a 1-page Executive Summary that summarizes
the purpose of the document, the problem statement or need for the project, the solution or
approach (a high level description of the IT system, which might include a graphic), and conclusion
of the document. The Executive Summary should be consistent through the semester with the
same basic information plus improvements, additions and/or changes as determined by the
assignment(s). ALL assignment questions should be answered in a way that provides the reader
with enough background and information to understand the answers.
Graded Writing Quality
Unless otherwise noted, the written deliverables (as opposed to the MS Project deliverables) will be
graded in part on format and writing quality. The majority will be based on project management
content and project management quality. (Specific points and proportions are specified in the
rubric for each assignment, below.) This means that the quality of writing is worth as much as one
quarter to one third of the grade for the assignment. Please notice that there is a STRONG
incentive for ALL team members to carefully proofread team documents before
submitting. This incentive will continue through the semester.
Writing quality includes considerations such as, but not limited to:
• Grammar, Verb Tenses, Pronoun Use, Spelling, Punctuation, and Writing Competency.
• Spelling. Remember to spell-check, and then to proofread. Better yet, have a friend
or colleague read it before submitting it. Read it out loud to yourself. It’s amazing
how many mistakes we find when we read out loud. This is because we are forced to
slow down and LOOK at the words.
• In a professional paper one does not use contractions ("doesn't",
"don't", etc.) and one does not use the personal "you" or "your".
• Use the impersonal as I have in the previous sentence. It is more business-like than
saying, "Also in a professional paper you don't use contractions."
• In a professional or academic paper in the US, companies and organizations
should be referred to as “it” not “they.” (It may be different in Britain, but we
are an American university.)
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• Use references -- in APA format – (in text citations and Reference pages) even if
you have all the information in your head. References add credibility to your
work, provide sources for the reader to find more information and lend academic
credence. References show the professor that members of the team did above and
beyond what was required in order to produce a high quality deliverable.
• Write at the "almost graduated" level-at this point in an academic career, written
works should reflect the level of education achieved. Barebones or barely
adequate type answers will earn barely adequate type grades.
References
Use the APA format for references and citations. Use a Reference Page as a bibliography or list of
works cited when using references, as the last page of the document. Remember that the
Reference page ONLY includes sources that you used in the text with in-text citations. The sources
used should support your own words and comments. The in-text citation should demonstrate where
and how the sources were used. APA format does NOT use a “bibliography” or a "works cited"; only
a Reference Page. If you are unsure of format, please review the APA tutorial in the Content area of
our LEO classroom, or go through the UMUC library website for other help and assistance. If you are
not comfortable with using reference material and providing citations, please ASK your instructor
for help! To use the words, ideas or concepts of another person without providing proper credit
constitutes plagiarism, which is a violation of UMUC policy (see the class syllabus).
Important note: Use of outlines, examples, and templates that you may find (including those in the
textbook) is acceptable for the structure and outline of some of the following assignments, as
noted. However, the substance of all assignments must be your own original work and
must include proper quotation, citation, attribution, and bibliography of sources and works used.
Introduction to Team Process Plan (TPP) and the Integrated Team
Project (ITP) Assignments
In preparation for the course-long ITP project, there is a relatively short team process project (TPP-
1) before the first ITP deliverable (ITP-1). The TPP-1 and (in part) the TPP-2 projects are
about our classroom and team processes and assignments, not about the ITP project.
The TPP-1 is about thinking through and planning how the team will manage the weekly gradable
assignments; a good plan for coming together and working as a team on a weekly basis will allow
you to succeed in the team projects of this course. In other words, TPP-1 is HOW you and your
team will work from week-to-week. For each week, what needs to be done, who needs to do what,
and when does it need to be done for the team to submit the assignment on time.
The purpose of TPP-1 is simply to get your team working together and figuring out how you will
work together throughout the semester to accomplish the project deliverables (ITP-1 through ITP-7)
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throughout the course. The reason for doing this is so that you don't "wing it" or muddle through it,
but actually think through in advance a plan to ensure that your team will successfully meet each of
the project deadlines.
The TPP deliverables (TPP-1 and TPP-2) are not part of the Authentic Assessment. All ITP
deliverables are part of the Authentic Assessment.
Full requirements for both the TPP and the ITP assignments are below. For EACH
assignment, please be sure to read the Team Contribution Assessment and Grading of
Team Assignments and the Project Documentation Requirements sections of this ITP
Master Document.
TPP-1 - Plan and Schedule for Team Process (Team project)
Addresses Course Outcome #1a and 1e
The purpose of TPP-1 is simply to get your team working together and figuring out how you will
work together throughout the semester to accomplish the project deliverables (ITP-1 through ITP-7)
throughout the course. A week-to-week and a day-to-day plan will help ensure that your team will
successfully meet each of the assignment deadlines.
We find that, especially in these short 8-week classes, teams sometimes underestimate the effort
required to plan, research, draft, redraft and finalize each assignment. The teams sometimes
struggle with collaboration problems such as team members not doing their team-assigned tasks or
not doing them on time so that others can use their input for their own tasks or to merge and
prepare the final draft, or perhaps leaving everything to the last minute then being unable to
complete it or unable to integrate the contributions of all team members. Or other team process
problems.
We want to prevent that. So TPP-1 asks you to develop a team process plan for how you're going to
work together to accomplish the project goals. This is not asking you to plan the project itself. That
comes later. Rather, this requires that your team think through and plan what your team process
will be and how you will work together to do assignment work. The TPP deliverables (TPP-1 and
TPP-2) are not part of the Authentic Assessment. All ITP deliverables are part of the Authentic
Assessment.
Teammates who do not contribute in a substantial and timely manner should be notified email (with
a copy to me) that the team member will not be included for grading.
Assignment for the TPP-1 Project Deliverable
The teams for the Integrated Team Project (ITP) will be assigned by the first day of class. Within
the first week of class, each team is to:
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 Meet together virtually, using the assigned LEO Group for your team.
 Get acquainted.
 Figure out what you have in common. Determine what skills and experience you each have
that would be useful for the team.
 SELECT A TEAM NAME and have one team member send it to the instructor via
PAGER no later than FRIDAY, 11:59 pm.
 Proceed with the TPP-1 Team Process Plan project and Team Process Schedule, below.
Determine and discuss the initial team roles of each team member. Your team should
consider rotating the Team Leader’s role among the teammates, but if your team agrees
to a single team leader for all assignments, this is acceptable. Rotating gives each team
member an opportunity to take the lead for at least one ITP deliverable. This spreads
the responsibilities and the learning among the members of the team.
• Some assignment team roles might include
o Team Leader for the semester OR individual Team Leaders for each deliverable (e.g,
Team Leader for the Charter; Team Leader for WBS; Team Leader for Schedule and
Durations, etc.). In other words, the Team Leader role can be rotated to give each
team member experience in managing a project. Your team is responsible for
managing itself, so this is your decision to make as a team.
o A variant of this is to decide to have a permanent team leader in order to have
continuity through the entire semester, but to have rotate assignment deliverable
manager or responsibilities each week so that each team member gets to experience
project leadership. This, too, can work well (but is not required).
o Documentation manager to manage the team's documents, including consolidating
and finalizing the deliverable.
o Editor to perform a final quality review and assure that the consolidated document
reads as if one person prepared it.
o Configuration manager to keep the master version of Microsoft Project with other
teammates’ input.
o Research manager to confirm and verify references/sources and formatting.
o Deputy team leaver to fill in for the team leader when the team leader is unavailable.
o Other roles your team determines are needed. Please refer to the ITP document in
the Course Content area.
• Teams will, within a few weeks, have a team WBS. Rather than specific team roles, teams
may decide to manage specific tasks by individual team members. For example, Task 1 –
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gathering requirements, might “belong” to John P. During the semester, John P. will be
responsible for preparing the durations, schedule, resources, etc. for the Gathering
Requirements task. Task 2 – design the system, might “belong” to Mary R. Mary R, too, will
be responsible for preparing the durations, schedule, resources, etc. for the Design the
System task.
• Whatever approach you take, the Team Process Plan is to discuss how work will be allocated
to ensure that each member has an opportunity to make a significant contribution to each
assignment.
• The Team Process Plan in a Word document should include a description of team's
agreed upon governance structure and decision making process. Among other things,
this should include whether -- and how -- the team PM role will be rotated or assigned and
for how long, and how team decisions will be made (e.g., by vote, by fiat, by consensus,
etc). The document should include a discussion of who will submit assignments for grading
and when the postings will be made. A contingency plan should be addressed for
teammates that have schedule conflicts or emergencies. And a contingency plan should be
addressed to have a second person ready to post the assignment before the time it is due if
the team leader is not able to post.
• All team members’ names should be on the cover page if all team members contributed.
• Build a schedule in Excel that demonstrates an understanding of the level of
effort involved for each teammate. Review each class deliverable and the due dates.
Determine what group efforts your team will take to submit the assignments and build a
schedule in Excel. Your schedule, for example, might include what effort is being assigned
and when it will be assigned to teammates; if there will be weekly “discussions” to clarify
who, what, and when the team members are to submit their efforts for first review by
teammates; when final contributions are due for consolidation; when the final documents
will be distributed for the team’s final review before submittal; and who will be responsible
for posting each assignment. This schedule will also be submitted in in Week 1.
• Your team process schedule in Excel should show at least two things (using a
separate tab for each):
o An 8-week macro schedule of the course, showing what assignments will be worked
on in which weeks. Include all assignments and project deliverables; both team and
individual assignments. It would be useful to include projects, deliverables,
homework, reading, and Discussion Forums. Include the due dates, the points each
assignment is worth, and a rough estimate of the amount of time you think each
assignment will take to accomplish. This should help you plan your time during the
semester and see what is coming up when, how big an assignment it is, and how
much effort it may take.
o A 7-day micro schedule of what is to be done on team deliverable assignments either
each week separately, or in a typical week if you anticipate each week being similar.
Include such weekly items as: reading the textbook assignment, determining project
roles and assignments for the week, team meetings/discussions, preparing drafts of
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assigned documents and files, (virtual) team meetings and discussions, reviewing
draft documents and files, revising documents and files, verifying research,
consolidating the work of team members, preparing final documents and files,
submitting work for grading, and so forth. Each such task or item should either a
timespan, a scheduled date (e.g., for meetings), or a due date (day of the week).
Each task item should also include the personnel role assigned to accomplish it (e.g.,
all team members, the team leader, the documentation manager, the team editor,
etc.). Assigning names to the roles and the effort will help your team stay on track.
Each week, every member of the team will know what is expected of him/her and
when the work has to be completed. It might be useful to a rough estimate of the
amount of time you think each task will take to accomplish. This should help you
plan your time during the week so that you are able to get your team work done on
time.
o An example of the 7-day micro-schedule for TPP-1 might include, among other
things, such items as:
 Monday-Tuesday, each team member individually reads the assigned chapters
and the ITP assignment
 Tuesday-Wednesday, the PM and the team jointly decide on specific task
assignments for each team member for the week
 Tuesday-Thursday, each team member posts answers to the individual
discussion questions in the weekly class Discussion
 Wednesday, the team PM sends a message to the instructor stating who the
team PM is for the week
 Thursday-Friday, all team members do a draft of their assigned ITP project
work and individually do their class homework
 Friday or Saturday, all team members post their draft work in the LEO Group
then get together for a virtual team meeting in the LEO Group in order to
assess progress; all team members also respond to other postings in the
weekly class Discussion
 Saturday, all team members revise their assigned work and post it in the LEO
Group;
 Sunday, another virtual team meeting in the LEO Group to assess progress,
integrate their contributions, and edit and revise the final product; when done,
the team PM posts the final result in his or her Assignments; and each team
member individually posts his or her "Creds" assignments in his or her own
Assignments
 Monday morning before noon, the team PM posts a copy of the submission in
the weekly discussion Discussion for class review.
o This is only an example. It is not exhaustive (there would be more than this, and
more detail); it is not required as-is (you should revise it to fit your team and its
operation); it would include specific names and task assignments when possible;
and it is not in a good format (a tabular format or a spreadsheet might be better;
whatever works best for you). It is only a suggestion of an example. In other words,
these are merely ideas and suggestions to get you started. This is not a template or
a completed plan or schedule.
• Grading - Approximate breakdown by areas include:
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o General: Structure, Format, Mechanics, Style (~5%)
o Team Process Course Completion Plan (~45%)
o Team Process Course Completion Schedule (including both macro schedule and micro
schedule; see above) (~50%)
Rubrics and Grading for the TPP-1 Team Process Plan Deliverable
To earn 90-100% of the points available on this assignment -
All team activities must be completed. Team member roles must be realistic and complete and
demonstrate an understanding of the types of functions that are performed on an IT project team.
The team process plan must demonstrate an understanding of the ITP project, reflect an
understanding of the textbook discussion and weekly Module about project management; project
organization, processes, and plans; and project teams; and must include information and
references from professional sources such as PMI and at least two other real projects or
academically credible sources. The files have 0-2 punctuation, grammatical, and/ or spelling errors.
Additionally, the schedule(s) must be realistic; include all deliverables, ITPs, and projects, both
group and individual no later than their assigned due dates; and include all necessary work leading
up to successful completion of each deliverable. Both 8-week macro schedule and 7-day micro
schedule are included. The schedule must be consistent with the team process plan. All project
tasks must have team roles assigned; that is, the schedule should not only show what needs to be
done to achieve each deliverable, and when it should be done, but who (what role) is assigned to
do it. The team process schedule must demonstrate an understanding of the ITP project, reflect an
understanding of the textbook discussion and weekly Module about project management; project
organization, processes, and schedules; and project team.
Please note that academically credible sources are from objective, factual publications.
Wikipedia, newspapers, and other similar sources are not academically credible. Objectivity and
factuality are the critical measures. This requirement will apply to all assignments through the
semester. This requirement will apply to all assignments through the semester.
To earn 80-89% of the points available on this assignment -
All project team efforts must be completed. Team member roles must be realistic and demonstrate
an understanding of the types of functions that are performed in projects. The team process plan
must demonstrate an understanding of the ITP project, reflect an understanding of the textbook
discussion or the weekly Module about PM; project organization, processes, and plans; and project
teams. At least 2 academically credible references are included. The files have 3 punctuation,
grammatical, and/or spelling errors.
Additionally: Schedule(s) must be realistic; include all deliverables, ITPs, and projects, both group
and individual no later than their assigned due dates; and include the necessary work leading up to
successful completion of each deliverable. Both 8-week macro schedule and 7-day micro schedule
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are included. The schedule must be consistent with the team process plan. Most project tasks
have team roles assigned; that is, the schedule should not only show what needs to be done to
achieve each deliverable, and when it should be done, but who (what role) is assigned to do it. The
team process schedule must demonstrate an understanding of the ITP project, reflect an
understanding of the textbook discussion and weekly Module about project management; project
organization, processes, and schedules; and project team.
To earn 70-79% of the points available on this assignment -
All project team efforts must be completed. Team member roles must be realistic and demonstrate
an understanding of the types of functions that are performed in projects. The team process plan
must demonstrate an understanding of the ITP project, reflect an understanding of the textbook
discussion or the weekly Module about PM; project organization, processes, and plans; and project
teams. The textbook is the only reference used. The files have no more than 5 punctuation,
grammatical, and/or spelling errors.
Additionally, schedule(s) must be realistic; include all deliverables, ITPs, and projects, both group
and individual no later than their assigned due dates; and include necessary work leading up to
successful completion of each deliverable. Both 8-week macro schedule and 7-day micro schedule
are included. The schedule must be consistent with the team process plan. Several project tasks
have team roles assigned; that is, the schedule should not only show what needs to be done to
achieve each deliverable, and when it should be done, but who (what role) is assigned to do it. The
team process schedule must demonstrate an understanding of the ITP project, reflect an
understanding of the textbook discussion and weekly Module about project management; project
organization, processes, and schedules; and project team.
To earn 60-69% of the points available on this assignment -
All project team efforts must be completed. Team member roles must be realistic and address the
types of functions that are performed in projects. The team process plan must demonstrate an
understanding of the ITP project and reflect and understanding of the textbook discussion about
PM; project organization, processes, and plans; and project teams. The textbook is the only
reference used. The files have more than 7 punctuation, grammatical, and/or spelling errors.
Additionally, schedule must be reasonably realistic; include all deliverables, ITPs, and projects, both
group and individual no later than their assigned due dates; and include most work leading up to
successful completion of each deliverable. The schedule must be compatible with the team process
plan of TPP-1. The team process schedule must demonstrate an understanding of the ITP project,
reflect an understanding of the textbook discussion and weekly Module about project management;
project organization, processes, and schedules; and project team. The project team spreadsheet
has more than 7 punctuation, grammatical, and/ or spelling errors.
Less than 60% -
Team efforts that do not meet the requirements will earn a zero. Team efforts that are not original
work will earn a zero. Team efforts that do not have proper APA references and citations to any
included or quoted work will earn at most 50%.
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Please notice that there is a STRONG incentive for ALL team members to carefully proofread team
documents before submitting. This incentive will continue through the semester.
Submit your assignment in the Assignments Folder as specified under "Submission of the Project
Deliverables for Grading", above. On the morning after the due date (Monday), please post your
assignment and other requirements as a response to the Discussion topic, USING YOUR TEAM NAME
AND "TPP-1" IN THE FILE NAME AND THE SUBJECT LINE.
ITP-1 - Project Charter (Team project)
(PMBOK 2, 3.3, 9)
Addresses Course Outcomes #4a and 1b
Please be sure to read the Team Contribution Assessment and Grading of Team
Assignments and the Project Documentation Requirements sections of this ITP Master
Document.
The instructor will assign students to work together as project teams. You all should have access to
your corresponding team LEO Group in LEO. If you do not see yourself and your team in the LEO
Group area, please contact the instructor. Also contact if you are assigned to two or more teams.
Assignment for the ITP-1 Project Deliverable
First, read the Overview of the Integrated Team Project (ITP), of which this is the first ITP
deliverable.
Then in your project teams:
• Determine the initial project management roles of each team member as a member of the IT
project team for planning, designing and installing the IT system.
• Some team roles might include
o Project Manager
o Functional or technical managers, such as telecommunications, application software
designer, database developer, Web page designer, etc.
o Budget/Finance
o Project Management Support such as procurement or human resources
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• Discuss the approximate project scope you anticipate for the project, what the IT needs of
the client organization might be, what to include and what to omit, etc. Scope provides the
boundaries of the project. Your discussion should include what is included in the project
scope as well as what is not included in the project scope.
• Please use the textbook and other academically credible sources, as a minimum, to define
an IT System and then to determine the scope for this project. For example, including a
scheduling software package for the client’s use may be within the scope. Providing a
learning applications for new employees might be not be within the scope of this IT project.
• Please be sure you are clear on the basic requirements for this project so you can determine
the scope. What will you provide if the proposed plan is accepted? You may email the
client/stakeholder (your instructor) to further define requirements, if you find that you do not
have enough information. You will most likely have many questions about the requirement.
Please be sure to ask the client your questions to help define and refine requirements for the
IT System. As in many real-world projects, the requirements are the weakest part of
the project. The lack of detail is deliberate to encourage the team to work together to
share knowledge and experience; and then to work with the client/customer to obtain and
fill in what might be missing. To complete the project plan successfully, you WILL need to
solidify the project requirements!
• Note: Recall that the magnitude and scope of the project must be such that it will require
the work of at least 6 people who will constitute the project management team (even
though your own team might be smaller, you MUST include roles for at least 6 people.
These additional "virtual" people will be responsible for accomplishing the work or tasks to
complete the project) and will take at least 6 months to complete (for a total of a
minimum of 3 person-years). If it is less than this, then you have scoped it too small; if it is
more than double that, then you have scoped it too large. This is regardless of how many
people are assigned to your class LEO Group.
• After researching project charters in our textbook and credible Web site and/or the
www.pmi.org website or other professional PM site (e.g., valid, academic-type research),
prepare a Project Charter for your project. This document becomes the basic
AGREEMENT to describe the project and what it entails with enough detail that the
approximate scope and magnitude is clear and understandable by both the team and the
client/customer or executive sponsor. The Project Charter will include an estimated cost and
an estimated schedule. Your charter must include signature blocks of the appropriate parties
that are agreeing to the charter.
• You may use templates or formats that you find in your research so long as the source is
credible, identified as a source, and includes at the least the following:
o An Executive Summary that summarizes the purpose of the document, the problem
statement or need for the project, the solution or approach (a high level description
of the IT system, which might include a graphic), and conclusion of the document.
The Executive Summary should be consistent through the semester with the same
basic information plus improvements, additions and/or changes as determined by the
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assignment(s). ALL assignment questions should be answered in a way that provides
the reader with enough background and information to understand the answers.
o Defined scope of the project that addresses what is in scope and what is not in scope
for the project.
o An estimated schedule and estimated cost
o Project success criteria
o Project Management and Technical Approach
o Project objectives (business objectives, organizational objectives, client objectives,
etc.) and a discussion of the alignment with the business strategy and goals
o Project constraints and most obvious risks.
o Project team roles and responsibilities
o Identification of primary stakeholders
o Communication methodology
o The threshold for change. In other words, at what point would the Project Charter
need a new agreement and signatures? This might be a change to the project that
results in an additional 30 days on the schedule or 10% of the cost.
o The DEFINED end of the project
The document should provide a rough estimate of the project, scope, and rough order of
magnitude of the cost and time required to accomplish the project. The charter should provide
enough detail for the client / stakeholder to make a decision about proceeding with the project
planning. The document should provide the definition of the END of the project. In other
words, at what point would the project be considered OVER, and how would we recognize success
project success when we see it.
The project team is responsible for determining whatever information the team needs from the
stakeholders and soliciting it from the stakeholder and customer. The stakeholders will rarely
volunteer information, since this is not their field and they do not know what you need. This
includes time/schedule, funding, and the system requirements.
To determine the requirements and proposed scope of your project, you may need to interview the
stakeholders more than once (represented by the instructor). You may ask questions, use
questionnaires, conduct interviews, etc. Since this is a global virtual project team, the stakeholders
may not be available face-to-face. You may use e-mail, invite the stakeholders (instructor) to LEO
Group Conferences, or (subject to mutual arrangement of acceptable times) to LEO Group, Chat
sessions, etc. You may, in the spirit of twenty-first century global projects, consider
teleconferences using various tools such as WebEx or Go-To-Meeting. The team would hold
responsibility for setting up these virtual meetings.
Team member roles should be realistic and demonstrate an understanding of the types of functions
that are performed on an IT project team. The Project Charter should demonstrate an
understanding of the ITP project. Perhaps most importantly, the scope should be clear and
appropriate and the scope should accomplish the given problem statement. As a hint: the
project team should agree on what the problem statement is and it should be included in the text
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portion of each assignment to help keep the team, stakeholders and customer focused on what
problem the project is intended to solve.
The project description and high-level requirements should be clear, reasons for project should be
stated, IT needs of client should be included, high-level business objectives or strategic vision of the
client should be summarized, assumptions and constraints should be summarized, and major
stakeholders (both internal and external) should be identified.
The project charter should be relatively brief: Just 2-5 pages (not including front and back matter
such as the title page, references page, etc.). The format of the project charter should be
consistent with formats provided or used by other academic credible sources (with appropriate
credit).
Does it seem as though perhaps there is not enough information to complete the project and the
charter? If so, please ask the client/customer (your instructor).
Important Notes
NOTE: If any team members drop the course or simply quit participating, then please try to
contact them, but please notify me as soon as possible. I will deal with it. I don't expect it to come
to this, but I don't want to have one team with only one or two people left and another team with a
surplus of members. I will re-allocate members to balance teams if necessary in order to prevent
this.
Please remember my emphasis on this class as a SHARED learning environment. One member of
your team (the team PM or designee) should post your first ITP assignment in the Discussion Topic
SHARED LEARNING ENVIRONMENT – Project Charter. I'm EXPECTING you all to look at what the
other teams have posted and MY comments to those teams. You are free to use this to improve
your own team efforts on subsequent assignments and deliverables as we go along. So, for
example, if Team 4 does a particularly good job with the Project Charter, your team may decide to
make revisions, as we move on, based on what you have learned from Team 4's work.
However, if you use any text verbatim in a Word document, then give credit where credit's due by
properly citing it in accordance with APA standards. If you use something in MS Project or in Excel,
then that's not as easily done. In that case, make note of the use of the reference (and how it was
used in your Excel or Project document) in the Word portion of the assignment when you post it so
that we'll know how your research and resources helped you.
Grading for the ITP-1 Project Deliverable
Please be sure that you are familiar with ALL of the requirements.
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As you know, projects are completely dependent on the ability of the project team to work together.
Each of you has a skill or knowledge that will help your teammates. I'm counting on you to bring
those abilities to your team during these efforts.
Grading Approximate breakdown by areas include:
o General: Structure, Format, Mechanics, Style (~10%)
o Project Charter (~30%)
o Charter Scope (~60%)
Rubrics and Grading for the ITP-1 Project Deliverable
To earn 90-100% of the points available on this deliverable -
All team activities must be completed. Team member roles must be realistic and demonstrate an
understanding of the types of functions that are performed on an IT project team. The Project
Charter must demonstrate an understanding of the ITP project, reflect an understanding of the
textbook discussion and weekly Module about project charters, and include information and
references from a professional source such as PMI and at least two other real projects or
academically credible sources. The scope should be clear and appropriate, accomplish the given
problem statement, be doable in approx. 6+ months by 6+ project team members. Rough
estimates of cost and schedule are provided with some comparison to other projects or
substantiations of the estimates (how did you arrive at these estimates?). The project description
and high-level requirements should be clear, reasons for project should be stated, IT needs of client
should be included, high-level business objectives should be summarized, assumptions and
constraints should be summarized, and major stakeholders (both internal and external) should be
identified. Benefits of the project are discussed and some basic trade-off analysis among cost,
schedule and scope is provided. The files have 0-2 punctuation, grammatical, and/ or spelling
errors. The class textbook and at least two other academically credible sources (with appropriate
citations) are used to develop the charter.
Please note that academically credible sources are from OBJECTIVE, FACTUAL
PUBLICATIONS. Wikipedia, newspapers, and other similar sources are NOT academically
credible. Objectivity and factuality are the critical measures. This requirement will
apply to all assignments through the semester.
To earn 80-89% of the points available on this deliverable -
All project team efforts must be completed. Team member roles must be realistic and demonstrate
an understanding of the types of functions that are performed in projects. The Project Charter must
demonstrate an understanding of the ITP project, reflect an understanding of the textbook
discussion or the weekly Module about project charters. The scope should be clear and
appropriate, accomplish the given problem statement, be doable in approx. 6+ months by 6+
project management team members. A rough estimate of schedule and cost is provided with a brief
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discussion of how the estimates were derived. The project description and high-level requirements
should be clear, reasons for project should be stated, IT needs of client should be included, high-
level business objectives of the school should be summarized, assumptions and constraints should
be summarized, and major stakeholders (both internal and external) should be identified. At least 2
references (the textbook and 1 academically credible references) are included and used to develop
the charter. The project team efforts and the project charter have 3 punctuation, grammatical,
and/or spelling errors.
To earn 70-79% of the points available on tis deliverable -
All project team efforts must be completed. Team member roles must be realistic and demonstrate
an understanding of the types of functions that are performed in projects. The Project Charter must
demonstrate an understanding of the ITP project, reflect an understanding of the textbook
discussion or the weekly Module about project charters. The scope should defined and appropriate,
accomplish the given problem statement, and be doable in a reasonable time by a reasonable
amount of staff. Rough estimate of time and cost is provided with a brief discussion of how the
estimates were derived. Reasons for project should be stated, IT needs of client should be included,
assumptions and constraints should be mentioned, and major stakeholders should be identified.
The textbook may be the only reference used. The project team efforts and the project charter have
no more than 5 punctuation, grammatical, and/or spelling errors.
To earn 60-69% of the points available on this deliverable -
All project team efforts must be completed. Team member roles must be realistic and address the
types of functions that are performed in projects. The Project Charter must demonstrate an
understanding of the ITP project and reflect and understanding of the textbook discussion about
project charters. The textbook is the only reference used. The project team efforts and the project
charter have more than 7 punctuation, grammatical, and/or spelling errors.
Less than 60% -
Team efforts that do not meet the requirements will earn a zero. Team efforts that are not original
work will earn a zero. Team efforts that do not have proper APA references and citations to any
included or quoted work will earn at most 50%.
Please notice that there is a STRONG incentive for ALL team members to carefully proofread team
documents before submitting. This incentive will continue through the semester.
ITP-2i - Project Work Breakdown Structure with Durations
(Individual project)
(PMBOK 5)
Addresses Course Outcomes #4b and 6a
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Please be sure to read the Team Contribution Assessment and Grading of Team
Assignments and the Project Documentation Requirements sections of this ITP
Master Document.
The objective of this assignment is for each member of the team to individually
determine the tasks that will be required to build the IT project for the client
organization and to put these tasks into a format that will facilitate your team's
efforts (next week) to build a single WBS for the next ITP assignment.
Please post your ITP WBS assignment in your Assignment Folder; please include your last name and
"ITP-2" as part of the file name (example: Jones - ITP-2 - WBS).
There are three parts to this assignment:
1. Assignment for the ITP-2 Project Deliverable - Part 1 - WBS
Review your project charter and the overview of the ITP posted in the Syllabus and in the previous
project assignment.
Then, individually, develop and submit a project work breakdown structure (WBS) as
described in the textbook and LEO Conferences (and other valid sources, such as www.pmi.org) and
submit in MS Project .mpp format. If it is more convenient for you, then you may also start it in
MS Word (e.g., as an outline) or some other software packages and copy or port it to MS Project.
The discussions in the Lectures in our weekly Content will help with our assignments,
including this assignment.
To use MS Project, you may now load the Microsoft Project demo onto your computer. Note that
subsequent ITP deliverables will be in MS Project, so if you have not yet loaded Microsoft Project,
please do so now. The software is somewhat similar to Excel, but it would still be a good idea to be
familiar with MS Project features. You will find that there are MANY ways to add information to your
MS Project project. If you find yourself struggling with the software, please consider:
 Using MS Project's Help feature
 Using the tutorials at Microsoft.com
 Checking out online tutorials on YouTube
 Looking for other on-line help
 Considering using the library or a bookstore for supplemental texts
 Asking me for help
The WBS should list all tasks necessary to complete the project, in the approximate
estimated order in which you think they will probably be done. At this stage, this deliverable
should not yet include predecessor-successor linkages, time or duration, dates, or resource (cost,
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staff, etc.) data. ONLY include the durations. This is because Microsoft Project performs a complex
algorithm with each project element that is added. To SEE the impact of each project element, we
need to add them one at a time. For this assignment, after the WBS is completed, we will add ONLY
durations in this assignment.
o These project tasks should include all work necessary to complete the scope of the
project, specifically including the technical IT work of the project, but also including
the project management work as well. Some suggested tasks might include those
listed here:
 Tasks regarding design of the IT System
 Tasks regarding ordering, delivering, and receiving hardware
 Tasks regarding ordering, delivering, and receiving software
 Tasks regarding ordering, delivering, and receiving networking
 Tasks regarding installing hardware
 Tasks regarding installing software
 Tasks regarding installing networking
 Tasks regarding managing, controlling, and monitoring the project and the team
 Project meetings
 Defined end of the project
To reiterate, there is a lot more to the WBS than this.
Don't spend too much time getting "down into the weeds". A good size for this class would be at
least 10 major tasks and between 30-60 total tasks, including subordinate subtasks and sub-
subtasks. Similarly, don't break it down more than 3 or 4 levels deep (not counting the project
header / project name task itself).
Remember, please, that all tasks should begin with a verb and an object and should
be enough of a description that both team members and stakeholders will know
exactly what will be accomplished when that task is done. The task itself should be
concise enough to be able to determine how much time it takes to accomplish the
task and what resources (people, places and things) will be needed to accomplish
the task. Task names should not be duplicated.
You MAY work with your teammates to determine the major tasks. BUT, each team member
should provide his/her own major tasks that may be different, plus sub-tasks and
sub-sub tasks him/herself based on his/her OWN knowledge of the project, the
project scope and what you know about IT systems.
Example
For example, if your project were to paint a bathroom, the major tasks might be:
1. Prepare bathroom
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2. Buy paint
3. Apply paint
4. Clean up
Please note that these are each SINGLE verb statements. Please do not merge tasks, such
as “research and buy the paint.” Each task should be ONE verb!
This is the beginning of your WORK BREAKDOWN STRUCTURE. So your first draft WBS
should look like this (example only shows first two major tasks – your WBS should look like
this for ALL major tasks):
1) Prepare bathroom
a) Scrub walls
i) Fill holes
ii) Sand holes
b) Tape edges
c) Cover floor
2) Buy paint
a) Measure bathroom
b) Select color
i) Select texture
ii) Purchase paint
iii) Purchase painting supplies
Notice how each major tasks moves into lower and lower tasks. This is called
“decomposition” as something big becomes broken into smaller and smaller pieces.
Your WBS deliverable for grading would be even more specific and concise.
As you finish, please move to Part 2 of the assignment and include this effort with your WBS in
Microsoft Project.
2. Assignment for the ITP-2 Project Deliverable - Part 2 -
Durations
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 Add project task durations to the lowest level task (sub-sub tasks) to build to the project
schedule. Do not add durations to the higher level (sub and major tasks) levels. (MS Project
will eventually roll-up the durations to the higher level tasks, and calculate them
automatically for summary roll-up groups. Therefore, do not enter hard-coded durations or
dates in the lower-level tasks or in the higher-level summary groups.) Durations should
include hours, days, and weeks of time posted in the Gantt view. If you are using Excel,
provide the durations in the lowest level tasks ONLY, as you will do in Project. For example:
2) Buy paint
a) Measure bathroom
b) Select color
i) Select texture – 3 days
ii) Purchase paint – 2 hours
iii) Purchase painting supplies - 2 hours
 In MS Project do not enter hard-coded dates – in other words, do not enter dates at all.
Just enter durations as measures of time and let MS Project calculate the dates.
 In MS Project, do not use "manually scheduled" tasks. Rather, use "automatically
scheduled" tasks. Auto-Schedule is on the tool bar at the top and includes push-pins and
blue arrows. When manually scheduled, the dates are essentially hard-coded (set to a
defined date) and not allowed to automatically adjust when the task durations and critical
paths change
 In MS project, the higher level tasks are "roll up" tasks and should have no work themselves.
Don't enter a duration for these tasks. Their timespan will be automatically calculated
by MS Project as the sum of the timespans of their component sub-tasks as part of the
algorithm that Project uses to calculate the schedule.
 Try to avoid overly small (micromanaged) or overlay large durations (which bite off more
than you can chew). Rather, try to keep them reasonable, perhaps a week or two, each.
Submit Parts 1 and 2 as a single Project (.mpp) file. Include your name in the file name and
post in the Assignment area for ITP-2. Be careful to post in the right place.
It should look like this in Project:
Task Name Duration Start Finish Predecessors
1) Prepare bathroom 1 day Fri 5/23/14 Fri 5/23/14
a) Scrub walls 1 day Fri 5/23/14 Fri 5/23/14
i) Fill holes 1 day Fri 5/23/14 Fri 5/23/14
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ii) Sand holes
b) Tape edges
c) Cover floor
2) Buy paint 1 day Fri 5/23/14 Fri 5/23/14
a) Measure bathroom
b) Select color 1 day Fri 5/23/14 Fri 5/23/14
i) Select texture
ii) Purchase paint
iii) Purchase painting
supplies
3. Assignment for the ITP-2 Project Deliverable - Part 3 -
Questions
Read and think through the options and alternatives suggested by these questions before you
build your WBS. Then finally, when your WBS is completed, answer the following
questions and SUBMIT THEM AS A WORD DOC IN ADDITION TO YOUR WBS FILE (above
1. Does your WBS include everything in your team's charter and all deliverables (promised
deliverables to the client organization customer)? Does your WBS address tasks that were
not discussed in the Project Charter? If so, what are they and how did you decide you
needed the additional tasks?
2. Does your WBS include project management tasks necessary to manage the project, as
well?
3. Did you develop your WBS top-down or bottom up approach? Why? To answer this
question, please define the terms first. This is an opportunity to include additional research
to answer the question completely.
4. Did you use a product-oriented WBS, or a process-oriented (e.g., SDLC phases) WBS, or
something else? What are the definitions and how did those definitions affect your decision?
Why?
5. It is often a good idea to prepare the WBS in an OUTLINE in Word instead of Excel, or Excel
instead of Project. This helps team members visualize the order of the tasks and how the
tasks might decompose into lower levels. Did you do this (use Word or Excel first) or did you
only use Excel or Project? If you only used Project, did you find yourself rearranging the
order of the tasks as you were inputting them or as you were finishing the WBS?
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6. Did you initially approach it graphically (e.g., like an organization chart) or tabularly (like a
list or table), or something else? Why?
7. Did you work with your teammates to determine the major tasks or did you do it all on your
own? How well did it work?
As you prepare for the next assignment, please discuss with your teammates how you will
manage the WBS. One possibility is to divide up the major tasks among teammates. Each
teammate would have responsibility for that “area” and all areas will be consolidated into a
single Microsoft Project document. However, all the team members' submissions taken
together should cover the entire project WBS. You may use any other approach that works well
for your team. Any approach other than each team member doing the entire project WBS must
be explained in each submission.
Please post the Word document AND the .mpp (MS Project document) in the Assignment area.
Please include your name in the file name and be sure to post in the right place (ITP-2).
Afterward, each team member should post his/her WBSes in the LEO Group area for merging
and for consolidation into a single team WBS for the next ITP assignment.
Does it seem as though perhaps there is not enough information to complete the project and the
WBS? If so, please ask the client/customer (your instructor).
Grading approximate breakdown by areas include:
o General: Structure, Format, Mechanics, Style (~5%)
o WBS accomplishes the project (~20%)
o WBS, technical (~30%)
o Schedule (durations) (~35%)
o Questions (~10%)
Rubrics and Grading for the ITP-2 Project Deliverable
Spelling, punctuation and formatting are worth a significant portion of the grade/points earned. In
other words, if a WBS is graded as a 8.4 but has several writing/editing errors, the grade for the
assignment could be as low as 6.0.
To earn 90-100% of the points available for this assignment -
All requirements of the assignment are met. The WBS includes more than at least 10 major tasks
and at least 60 lower level tasks in 4 sub-levels (major task, sub-task, sub-sub task, sub-sub-sub
task). The tasks are ALL single verb statements, and subtasks (lower level tasks) are indented to
the appropriate level. The WBS is logical, complete, and flows well from beginning to end. The WBS
includes a title line. A final task (with no sub-tasks) defines the end of the project. The textbook
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and at least 2 references are used from academically credible sources are used to help build the
WBS. A Reference Page is included. All questions in Part 3 are answered in a writing style
appropriate for a senior level course; background is included and decisions and reasoning for
decisions are included. The WBS has durations for lowest-level leaf node tasks (work packages).
Summary roll-up groups have no hard-coded durations assigned (though if MS Project is used, it
may automatically calculate their durations). Durations include minutes, hours, days, and weeks in
whole numbers (no decimals!). There should be a single start task and a single end task, both with
zero duration. MS Project is used (vice MS Word or Excel), the Notes feature is used to provide
supplemental information, and at least two other features of Microsoft Project have been used and
discussed in the text document. "Dangerous" MS Project features are not used. A Reference Page
is included. All questions in Part 3 are answered.
Additionally, the WBS is logical and flows well from beginning to end. WBS has durations for lowest-
level leaf node tasks (work packages). Summary roll-up groups have no hard-coded durations
assigned (though if MS Project is used, it may automatically calculate their durations). Durations
include minutes, hours, days, and weeks in whole numbers (no decimals!). There should be a
project header root task with the name of the project and zero duration. (Note: this is not the same
as the start task). There should be a single start task and a single end task, both with zero
duration. (Note: this is not the same as the project header root task). All questions are answered.
MS Project is used (vice MS Excel), notes address extra features, and at least two other features of
Microsoft Project have been used. "Dangerous" MS Project features are not used.
To earn 80-89% of the points available for this assignment -
All requirements are met. The WBS includes 8-10 major tasks and 40-60 total tasks. The tasks are
verb statements, with 4 or fewer tasks that do not begin with a verb or 4 or fewer that are double
verbs. Subtasks are indented to the appropriate level. The WBS is logical and flows well from
beginning to end. The WBS includes a title line. A final task (with no sub-tasks) defines the end of
the project. At least 1 reference is used from an academically credible source and the textbook is
used. A Reference Page is included. The textbook is used and discussed in the text document. If
references are used, a Reference Page is included. The WBS has durations for lowest-level leaf
node tasks (work packages). Summary roll-up groups have no hard-coded durations assigned
(though if MS Project is used, it may automatically calculate their durations). Durations include
hours, days, and weeks in whole numbers (no decimals!). There should be a single start task and a
single end task, both with zero duration. All Part 3 questions are answered.
Additionally, the WBS is logical and flows well from beginning to end. WBS has durations for lowest-
level leaf node tasks (work packages). Summary roll-up groups have no hard-coded durations
assigned (though if MS Project is used, it may automatically calculate their durations). Durations
include minutes, hours, days, and weeks in whole numbers (no decimals!). There should be a
project header root task with the name of the project and zero duration. (Note: this is not the same
as the start task). There should be a single start task and a single end task, both with zero
duration. (Note: this is not the same as the project header root task). All questions are answered.
MS Project is used (vice MS Excel). "Dangerous" MS Project features are not used.
To earn 70-79% of the points available for this assignment -
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All requirements are met. The WBS includes 7-9 major tasks and 30-40 total tasks. The tasks are
verb statements, with 7 or fewer tasks that do not begin with a verb or 5 or fewer that are double
verbs. Subtasks are indented to the appropriate level with 5 or fewer that are not at the
appropriate level. The WBS is logical and flows well from beginning to end. A final task (with no
sub-tasks) defines the end of the project. If references are used, a Reference Page is included.
Additionally, the WBS is logical and flows well from beginning to end. WBS has durations for lowest-
level leaf node tasks (work packages). Summary roll-up groups have no hard-coded durations
assigned (though if MS Project is used, it may automatically calculate their durations). Durations
include minutes, hours, days, and weeks in whole numbers (no decimals!). There should be a
project header root task with the name of the project and zero duration. (Note: this is not the same
as the start task). There should be a single start task and a single end task, both with zero
duration. (Note: this is not the same as the project header root task). All questions are answered.
To earn 60-69% of the points available for this assignment -
The WBS includes fewer than 7 major tasks and fewer than 14 lower level tasks. More than more
than 7 tasks do not begin with a verb or are double verbs. More than 5 subtasks are not indented
to the appropriate level. The WBS is not sequential or does not follow a logical order. The WBS
does not include a final task.
Additionally, the WBS is logical and flows well from beginning to end. WBS has durations for lowest-
level leaf node tasks (work packages). Summary roll-up groups have no hard-coded durations
assigned (though if MS Project is used, it may automatically calculate their durations). Durations
include minutes, hours, days, and weeks in whole numbers (no decimals!). There should be a
project header root task with the name of the project and zero duration. (Note: this is not the same
as the start task). There should be a single start task and a single end task, both with zero
duration. (Note: this is not the same as the project header root task). All questions are answered.
Less than 60% -
WBSs that do not meet the requirements will earn a zero. WBSs that are not original work will earn
a zero.
ITP-3 - Project Schedule with Task Dependency Links (Team project)
(PMBOK 6)
Addresses Course Outcomes #4e, 5, and 6b
Please be sure to read the Team Contribution Assessment and Grading of Team
Assignments and the Project Documentation Requirements sections of this ITP
Master Document.
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Assignment for the ITP-3 Project Deliverables
Review your previous assignment deliverables before proceeding with this assignment. This
assignment has two parts – an MS Project file (.mpp) and an MS Word file.
Adding dependencies to the WBS – Part 1
 The team will determine the appropriate method for consolidating the individual WBSes into
a single WBS. For instance, after review of all team members' WBSs, the best WBS could be
adopted, portions of different team members' WBSs could be used, the best features of
different team members' WBSs could be used, it could all be scrapped and collaboratively
re-built from scratch, or any number of other methods could be used.
 The team’s WBS should be fleshed out (meaning enough decomposition to be able to see a
major task and all the work associated with it). As a team, make any corrections and
updates necessary to the consolidated/integrated team WBS before adding the dependency
links. The schedule should include time/duration for all lowest level leaf-node tasks (sub-sub
tasks or work packages). MS Project will roll-up the durations and calculate them
automatically for summary roll-up groups. Durations should include hours, days, and weeks
of time posted in the Gantt view.
 Then, the team members will add predecessor-successor linkages for all tasks within the
consolidated team WBS. This is the ORDER in which tasks must be performed. Every task
should have a dependency “relationship” (either a predecessor or a successor) to another
task.
o The default in Microsoft Project is a “finish-to-start” relationship (task A must be
completed before task B can start)
o Not all tasks have to be 100% completed before another task can start (task A only
needs to be 25% completed when task B could start; or task A and task B could start
at the same time).
o For example, to use our previous example, we could be selecting paint colors at the
same time we are preparing the bathroom. We could be taping the edges and then
filling holes at the same time we are buying paint. But we CAN’T paint the walls
without purchasing the paint – so purchasing the paint is a predecessor to painting
the walls.
 Again, each member of the team should go through the WBS as a whole to flesh out areas
that may not be addressed with tasks. For example, if one member is assigned the major
task of purchasing paint and supplies, but another member notices that tarps and furniture
covers are not included, that member would work with the team to add the associated tasks,
durations and predecessors.
 As a team, look at the NETWORK View in Microsoft Project. All tasks should have some
linkage to other tasks. There should be no tasks “standing alone.” There should be no
tasks without predecessors or successors except for the project start task. There should be
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multiple paths and the paths should flow generally from left to right toward the final task,
which should be the last task to the right with no subsequent tasks. The final task
should be the defined end of the project.
 As with previous ITP deliverables, DO NOT enter hard-coded dates. Just enter durations at
the lowest level tasks and let MS Project calculate the dates. If your "I" column has a little
calendar - you have not done this correctly.
 Do not use "manually scheduled" tasks. Rather, use "automatically scheduled" tasks. When
manually scheduled, the dates are essentially hard-coded and not allowed to automatically
adjust when the task durations and critical paths change.
 The higher level tasks are group summary "roll up" tasks and should have no work
themselves. Don't enter a duration for these tasks. Their timespan will be automatically
calculated by MS Project as the sum of the timespans of their component sub-tasks based on
the algorithm.
 The Gantt Chart View and the Network View should not look like waterfalls, wherein each
task has only one predecessor and only one successor. That is not only unrealistic, but is
problematic for most projects. There should be parallelism. This means that typical tasks
should have multiple successors and/or predecessors.
 Please ensure that your MS Project (.mpp) file includes at least the following fields (columns)
visible in the left-hand table portion of the Gantt chart view or the Tracking Gantt view:
o All fields from ITP-2i
o Start date [a default field]
o Finish date [a default field]
o Predecessors [a default field]
o Successors
o Additionally, please ensure that the Critical Tasks box in the Format tab is checked.
When done, save a baselined project schedule as described in the various MSP
tutorials. Submit the MS Project (.mpp) file with your name in the file name.
Text document – Part 2
In a Word document, include a cover sheet that includes contributors, the executive summary, and
text that describes your team efforts and decisions made. Answer the following questions in a text
document:
1. Did your team discuss and/or divide up the major tasks before completing the INDIVIDUAL
WBSes?
2. How did your team “merge” the WBSes of individual teammates?
3. Were some teammates’ WBSes more thorough or complete than others?
4. What was the most difficult part of this assignment?
5. Did every teammate contribute to this WBS effort?
6. Is your team still following the day-to-day schedule provided in the TPP-1?
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Approximate breakdown by areas include:
o General: Structure, Format, Mechanics, Style (~4%)
o Schedule WBS (~10%)
o Schedule linkages (~60%)
o Network view (~26%)
Rubrics and Grading for the ITP-3 Project Deliverable
To earn 90-100% of the points available for this assignment -
The project has a title line. The start of the project is a lowest-level leaf node task (work package)
with no sub-tasks and no predecessors. The end of the project is a lowest-level leaf node task
(work package) with no sub-tasks and no successor. The TEAM WBS should have predecessors for
all tasks (work packages) (except the project start task), and should have successors for all lowest-
level leaf node tasks (work packages) (except the project end task). Several tasks are types of
predecessors different from the finish-to-start default. Working times/durations have been assigned
to ALL of the tasks, Notes is used to address extra information that will be used by the team during
the project, and at least two other features of Microsoft Project have been used and discussed in
the text document. There are no hard-coded or manually-scheduled dates. Summary roll-up
groups should have predecessors or successors and no hard-coded durations; all summary group
durations should be calculated by MS Project. More than 5 milestones/decision points are included
and at least 3 recurring tasks are included. No unusual date constraints or linkage types are used.
The NETWORK VIEW should show tasks in multiple paths (meaning tasks are not limited to being
done sequentially), and all of the paths should flow from left to right with all paths ending at or
leading to the final task, which is on the far right of the Network View. Most of the paths are blue
(non-critical); one or more paths from start to finish are red (critical paths). No tasks stand alone in
the Network View.
The textbook and at least 2 additional (credible) sources are used to help develop the project,
references are from academically credible; a Reference Page and discussion of how the sources
and/or were used to add to the textbook and WBS are included as a Reference Page with the cover
page. "Dangerous" MS Project features are not used.
To earn 80-89% of the points available for this assignment -
The project has a title line. The start of the project is a lowest-level leaf node task (work package)
with no sub-tasks and no predecessors. The end of the project is a lowest-level leaf node task
(work package) with no sub-tasks and no successor. The TEAM WBS should have predecessors for
all leaf node tasks (except the project start task), and should have successors for all tasks (except
the project end task). Working times/durations have been assigned to ALL tasks, Notes is used to
address extra information that will be used by the team during the project, and at least one other
feature of Microsoft Project has been used and discussed in the text document. There are no more
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than 3 hard-coded or manually-scheduled dates. Summary roll-up groups should have
predecessors or successors and no hard-coded durations; all summary group durations should be
calculated by MS Project. More than 2 two milestones/decision points are included and at least 2
recurring tasks are included. No more than 3 unusual date constraints or linkage types are used.
The NETWORK VIEW should show tasks in multiple paths (meaning tasks are not limited to being
done sequentially), and all of the paths should flow from left to right with all paths ending at or
leading to the final task, which is on the far right of the Network View. Most of the paths are blue
(non-critical); one or more paths from start to finish are red (critical paths). No more than 3 tasks
stand alone or lack predecessors or successors in the Network View.
In addition, at least two sources are used (the textbook and 1 credible source) to help develop the
project. References are from academically credible sources and/or the textbook and include text,
explaining how the textbook was used, with a Reference Page and the cover page. "Dangerous" MS
Project features are not used.
To earn 70-79% of the points available for this assignment -
The start of the project is a lowest-level leaf node task (work package) with no sub-tasks and no
predecessors. The end of the project is a lowest-level leaf node task (work package) with no sub-
tasks and no successor. The TEAM WBS should have predecessors for at most 7 lowest-level leaf
node tasks (work packages) (except the project start task), and should have successors for all tasks
(work packages) (except the project start task), and should have successors for at most 7 lowest-
level leaf node tasks (work packages) (except the project end task). 7 or fewer tasks have no
relationships. Working times have been assigned to the tasks. There are no more than 7 hard-
coded or manually-scheduled dates. Summary roll-up groups should have predecessors or
successors and no hard-coded durations; all summary group durations should be calculated by MS
Project. At least 1 milestones (milestone/decision point) is included and at least 1 recurring task is
included. No more than 7 unusual date constraints or linkage types are used.
The NETWORK VIEW should show tasks in multiple paths (meaning tasks are not limited to being
done sequentially), and all but a single or almost single horizontal path flowing from left to right is
acceptable. The paths should flow from left to right with all paths ending at or leading to the final
task, which is on the far right of the Network View. Most of the paths are blue (non-critical); at
least one path is red (critical paths). No tasks stand alone in the Network View. No more than 7
tasks stand alone or lack predecessors or successors in the Network View. The textbook is used
and cited.
To earn 60-69% of the points available for this assignment -
The group WBS should have predecessors for ALL tasks (except the first major task) at ALL levels.
Predecessors are assigned to ALL tasks (except the first major task) at all levels. In the Network
View, the paths flow toward the final task which is at the far right of the Network View. Most paths
are blue. No major tasks stand alone and no more than 10 lower level tasks stand alone.
Less than 60% -
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Team efforts that do not meet the requirements will earn a zero. Team efforts that are not original
work will earn a zero. Team efforts that do not have proper APA references and citations to any
included or quoted work will earn at most 50%.
Please notice that there is a STRONG incentive for ALL team members to carefully proofread team
documents before submitting. This incentive will continue through the semester.
ITP-4 - Project Resources and Costs (Team project)
(PMBOK 7)
Addresses Course Outcome #6c
Please be sure to read the Team Contribution Assessment and Grading of Team
Assignments and the Project Documentation Requirements sections of this ITP
Master Document.
Assignment for the ITP-4 Project Deliverable
By now, your project team should have a well-fleshed out WBS in MS Project with a schedule and
durations and dependencies. This is what is described in the textbook and LEO Conferences. So
start by reviewing your previous deliverable assignments and by looking at what the other teams
have posted in the SHARED LEARNING ENVIRONMENT Discussion for both the Project Charter and
the Project Schedule with Dependencies.
This assignment includes 3 Parts.
Adding Resources to the WBS – Part 1
 In Microsoft Project, each team will add resources to each task at each level of the WBS.
Remember that resources are persons, places and things necessary to complete each task.
EVERY task will have a resource, even if it is only one project team member who, at
something less than 100%, monitors and tracks the higher level tasks. Remember that
WORK is done at the lower level tasks, so your labor and non-labor resources will be more
heavily utilized at those levels.
 PLEASE use the RESOURCE SHEET View in Project to list the resources and then use the
pull-down menu in the Gantt View to add the resources. Resources must be categorized
as labor or as the proper non-labor category on the Resources Sheet in Microsoft
Project. For non-labor resources, make sure that they are properly categorized as
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expendable material resources and supplies, or as non-expendable equipment and other
costs. Then add a descriptive label showing a useful resource type or sub-category.
CONTRACTORS ARE NON-LABOR because we typically pay one price for the whole job. If
you have a reason to list contractors as labor, please contact me so we can discuss it.
 Microsoft Project defaults labor to an 8 hour a day, 5 day a week work schedule. You may
(and should) change this schedule, if you find a need. If you, for example, assign James to
review a one-day duration decision point, remember that Microsoft Project will allocate 8
hours of James’s time to that decision point. If the decision point is a meeting, the duration
should reflect 2 hours, not 1 day. Some labor might not work full-time on tasks. In those
cases, you might want to assign that labor resource to something less than 100% (8 hours a
day/5 days a week). This is particularly important when you are assigning resources to the
Major Task level. There is, typically, very little actual “work” at this level – more monitoring,
controlling, reviewing -- so the person (and it MUST be a project team member) who is
assigned to the Major Task is likely assigned at something less than 8 hours per day of
effort.
 When you finish assigning resources, go to the RESOURCE GRAPH to see if any resource is
over-allocated (working more than 8 hours a day on assigned tasks shows as a RED bar).
Try to resolve the over-allocations.
 Make sure that all the tasks are covered, that none are left out, and that if team
members work on different portions of the WBS, all team members' submissions are put
together so that the entire project and all its tasks will be covered. Also, make sure that
everyone gets tasks with all required types of resources, and that everyone gets both lowest
level leaf-node (sub-sub) tasks and roll-up summary groups.
Adding costs to the WBS – Part 2a - Excel
In Microsoft Excel, the team is to duplicate the Work Breakdown Structure and the resources.
Assign costs (units and extensions) to all resources and then to all tasks. So, for example, if
your task is to buy the paint, your resources might include:
Task Manager (Project Team Member) – 4 hours @ $20.00 = $80.00
Paint (5 gallons @$40/gallon = $200)
Brushes (3 wall brushes, 3 trim brushes each at $4.00 = $24)
Gas to get to paint store (12 miles is ½ gallon of gas @ $4.00 per gallon = $2.00)
Don’t forget to include equipment you might need (copiers, printers, carts to transport equipment),
maybe facilities (such as a storage unit for staging equipment), and, of course the people who are
doing the work. If you include a vendor/contractor on a contract or purchase order that has ONE
price for the entire effort, you will include ONE contractor@ $xx,xxx.xx (contract price). Think
about how you will address this contractor in the Resource Sheet – labor or non-labor? Remember
that the contractor is NOT likely to charge by the hour…! You must include EVERYTHING it takes to
do every task at every level.
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Details:
 Enter resources and costs for each task. Remember that ALL tasks must have
resources; major level tasks must have a project team member assigned some
small percentage of time to monitor and track the task.
 For all cost categories provide the unit costs or rates (e.g., for labor costs, supplies,
etc.), then for each line item, make sure to include the unit costs (e.g., labor rates,
costs per each, etc), and the quantities used (e.g., hours, quantities ordered or
used, etc), and the extended costs (rates or unit costs times quantity).
 Don’t forget to include expendable materials and supplies (e.g., paint, brushes,
construction materials, etc), non-expendable equipment you might need (copiers,
printers, carts to transport equipment, computer furniture, etc.), maybe facilities
(such as a storage unit for staging equipment), and, of course the people who are
doing the work along with their labor rates, hours, and costs per person. A rough
example is below:
Task Labor Hours x Rate Supplies Unit x cost Total
4.2.5 Install
computers in
gymnasium
1 Installer
1 Software
tester
20 hrs x
$40.00
6 hrs x
$20.00
4 computers
4 USB cables
4 each x
$1500
4 each x
$30.00
$7020.00
 If you include a vendor/contractor on a contract or purchase order that has ONE
price for the entire effort, you will include ONE contractor@ $xx,xxx.xx (contract
price). Think about how you will address this contractor in the Resource Sheet –
labor or non-labor? Which makes sense?
 You must include EVERYTHING it takes to do every task at every level. The
project sponsor and project manager should be able to see how much EACH task
(and lower level tasks) costs individually.
 Make sure that the spreadsheet includes a clear bottom line total of all project
costs so that you and your stakeholders can tell whether your plan is within the
project budget or not. And make sure that all required data are included. In Excel,
there is an expectation that the math will be accomplished by the use of formulas.
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 You may want to determine subtotals by cost type (labor, supplies, equipment, etc);
and/or by person if a person is assigned to work on than one task. But you still must
show the cost of each major task plus the total cost of the project.
 The Cover Sheet text document should include the SOURCES of your costs. For
example, if you used a Department of Labor category, the discussion should include
why you used this source and the appropriate citations.
Adding costs to the WBS – Part 2b - Project
 Assign costs (units and extensions) to all resources and then to all tasks in the
WBS.
 In MS Project, make sure to insert the columns as needed, into the appropriate views (e.g.,
Resource Sheet, Gantt chart, etc.), to show the data required here (e.g., total costs, unit
costs, rates, cost type, etc). Remember that your version of MS Project may use different
names or labels for those data items / columns than the textbook or tutorials.
Example
So, for example, for a task to buy the paint to paint a bathroom, your resources might include:
 Paint (5 gallons @$40/gallon = $200)
 Brushes (3 wall brushes, 3 trim brushes each at $4.00 = $24)
 Gas to get to paint store (12 miles is ½ gallon of gas @ $4.00 per gallon = $2.00)
Tips
 Enter resources and costs for each lowest level leaf node task. Add them up for higher level
roll-up summary groups or phases. Do not directly enter costs for such summary groups
individually except by adding up the costs of the lower level tasks subordinate to the
summary group. MS Project should do this automatically.
 For all cost categories with unit costs or rates (e.g., for labor costs, expendables and
supplies, etc.), then for each line item, make sure to include the unit costs (e.g., labor rates,
costs per each, etc), and the quantities used (e.g., hours, quantities ordered or used, etc),
and the extended costs (rates or unit costs times quantity).
 Don’t forget to include expendable materials and supplies (e.g., paint, brushes, etc), non-
expendable equipment you might need (copiers, printers, carts to transport equipment),
maybe facilities (such as a storage unit for staging equipment), and, of course the people
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who are doing the work along with their labor rates, hours, and costs per person. If you
include a vendor/contractor on a contract or purchase order that has ONE price for the entire
effort, you will include ONE contractor @ $xx,xxx.xx (contract price). Think about how you
will address this contractor in the Resource Sheet – labor or non-labor? Which makes sense?
 You must include EVERYTHING it takes to do every task at every level.
 Don't forget to include the costs the costs of project management, change control
processes, risk management processes, etc.
 Make sure that there is a clear bottom line total of all project costs so that you and your
stakeholders can tell whether your plan/proposal is within the project budget or not. (MS
Project will do this for you automatically, but you should check the appropriate views to
make sure that it does and that it includes everything you want.) And make sure that all
required data (fields, columns) are included. Make sure to read the rubrics, below.
 You may want to determine subtotals by cost type (labor, supplies, equipment, etc); and/or
by person if a person is assigned to work on than one task. (Again MS Project should do this
for you, but you may need to make sure it's set up properly, and you should check the
appropriate views to make sure that it does and that it includes everything you want.) And
don't forget those roll-up summary groups or phases.
Please ensure that your (MS Project (.mpp) file includes at least the following fields (columns)
visible in the left-hand table portion of the Gantt chart view or the Tracking Gantt view and
also in the Resource Sheet view:
 All fields from ITP-2i and ITP-3
 Resource Name
 Material
 Type
 Group
 Standard Rate
 Cost per Unit
 Cost
 Work
Text Document – Part 3
Please be sure to include an APA format Cover Sheet and the Executive Summary with
appropriate changes in the accompanying Word document or text discussing the following
questions:
1. How did the team determine the appropriate resources? Were other similar projects
used to help determine resources that might be needed?
2. Was a salary website or the Department of Labor website used to help determine the
hourly rate of the labor resources? If not, how were hourly rates determined?
3. Were other credible sources used to help the team determine what non-labor
resources might be required?
4. Did the team revisit the project charter to ensure resources were consistent with the
SCOPE of the project? This is particularly important in the case of non-project team
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resources. For example, if a computer lab is to be built, do the resources include
construction types of resources and, possibly, furniture for the computers?
5. Was some work was contracted out? Why or why not?
6. What contractors or vendors might be involved in the project and what products or
services would they provide?
7. Were the totals by task in Excel and the MS Project (.mpp) file the same? Was the
total cost of the project the same? If not, why not?
 Please have one person on the team s
 ubmit the MS Project (.mpp) file, the Excel file, and the Word file to your Assignment Folder.
Approximate breakdown by areas include:
o General: Structure, Format, Mechanics, Style (~2%)
o Tasks (~15%)
o Resources (~15%)
o Non-labor costs (~35%)
o Labor / human resources costs (~17%)
o Vendor / contractor costs (~4%)
o Roll up (~5%)
o Other (~3%)
o Questions and rationale (~4%)
Rubrics and Grading for the ITP-4 Project Deliverable
To earn 90-100% of the points available for this assignment –
The TEAM WBS should have corrections made to durations and predecessors as a result of sharing
and looking at fellow classmates' MS Project team efforts and in response to comments from the
instructor. Durations, predecessors and resources are assigned for all tasks. Resources include all
people, facilities, supplies, materials, facilities, and contractors, etc. required to accomplish EACH
task at EVERY level. Anything that will be needed to accomplish the task is included as a resource
for that task. The RESOURCE SHEET View shows labor and non-labor. Non-labor resources are
properly categorized as expendable material resources and supplies, or as non-expendable
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equipment and other costs. The RESOURCES GRAPH shows no red bars for over-allocations. The
accompanying Word document or text answers all questions, explaining how the team determined
the appropriate resources, whether or not some work was contracted out and why, what vendors
might be involved in the project and what products or services they would provide, and at least two
academically credible resources plus the textbook are used in the text and included in a Reference
page.
Additionally, all costs are included for expendable materials and supplies, non-expendable
equipment, facilities, and contractors or vendors. All people assigned to do the work of the tasks
are identified, along with their labor rates, hours, and costs per person. Include EVERYTHING it
takes to do every task at every level. Make sure that there is a clear bottom line total of all project
costs. Include costs for each lowest level leaf node task. Add them up for higher level roll-up
summary groups or phases. Do not assess costs against such summary groups individually except
by adding up the costs of the lower level tasks subordinate to the summary group. Include
subtotals by cost type (labor, supplies, equipment, etc); and/or by person if a person is assigned to
work on than one task.
To earn 80-89% of the points available for this assignment –
The TEAM WBS should have corrections made to durations and predecessors as a result of sharing
and looking at fellow classmates' MS Project team efforts and in response to comments from the
instructor. Durations, predecessors and resources are assigned for all tasks. Resources include the
majority of people, facilities, supplies, materials, facilities, and contractors, etc. required to
accomplish EACH task at EVERY level. Things that will be needed to accomplish the task are
included as resources for that task. The RESOURCE SHEET View shows labor and non-labor. The
RESOURCES GRAPH shows no more than 3 red bars for over-allocations. The accompanying Word
document or text answers most questions, with some discussion related to how the team
determined the appropriate resources, whether or not some work was contracted out and why,
what vendors might be involved in the project and what products or services they would provide,
and at some reference sources are used in the text and included in a Reference page.
Additionally, the majority of costs are included for expendable materials and supplies, non-
expendable equipment, facilities, and contractors or vendors. Most people assigned to do the work
of the tasks are identified, along with their labor rates, hours, and costs per person. Include
EVERYTHING it takes to do every task at every level. Make sure that there is a clear bottom line
total of all project costs. Include costs for each lowest level leaf node task. Add them up for higher
level roll-up summary groups or phases. Do not assess costs against such summary groups
individually except by adding up the costs of the lower level tasks subordinate to the summary
group.
To earn 70-79% of the points available for this assignment –
The TEAM WBS should have most corrections made to durations and predecessors as a result of
sharing and looking at fellow classmates' MS Project team efforts and in response to comments
from the instructor. Durations, predecessors and resources are assigned for all tasks. Resources
include people, facilities, supplies, materials, facilities, and contractors, etc. required to accomplish
most tasks. Things that will be needed to accomplish the task are included as resources for that
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task. The RESOURCE SHEET View shows labor and non-labor. The RESOURCES GRAPH shows no
more than 5 red bars for over-allocations. Some of the questions are addressed.
Additionally, the majority of costs are included for several categories such as expendable materials
and supplies, non-expendable equipment, facilities, and contractors or vendors. Most people
assigned to do the work of the tasks are identified, along with their labor rates, hours, and costs per
person. Include most of what it takes to do every task at every level. Make sure that there is a
clear bottom line total of all project costs. Include costs for each lowest level leaf node task. Add
them up for higher level roll-up summary groups or phases. Do not assess costs against such
summary groups individually except by adding up the costs of the lower level tasks subordinate to
the summary group.
To earn 60-69% of the points available for this assignment –
Durations, predecessors and resources are assigned for most tasks. Resources include people,
facilities, supplies, materials, facilities, and contractors, etc. The RESOURCE SHEET View shows
labor and non-labor. The RESOURCES GRAPH shows no more than 7 red bars for over-allocations.
Additionally, the majority of costs are included for categories such as expendable materials and
supplies, non-expendable equipment, facilities, and contractors or vendors. Most people assigned
to do the work of the tasks are identified, along with their labor rates, hours, and costs per person.
Make sure that there is a clear bottom line total of all project costs. Include costs for each lowest
level leaf node task. Add them up for higher level roll-up summary groups or phases. Do not
assess costs against such summary groups individually except by adding up the costs of the lower
level tasks subordinate to the summary group.
Less than 60% -
Team efforts that do not meet the requirements will earn a zero. Team efforts that are not original
work will earn a zero. Team efforts that do not have proper APA references and citations to any
included or quoted work will earn at most 50%.
Please notice that there is a STRONG incentive for ALL team members to carefully proofread team
documents before submitting. This incentive will continue through the semester.
ITP-5i - Project Risk Assessment (Individual project)
(PMBOK 11)
Addresses Course Outcomes #4c and 6e
Please be sure to read the Team Contribution Assessment and Grading of Team
Assignments and the Project Documentation Requirements sections of this ITP
Master Document.
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Assignment for the ITP-5 Project Deliverable
This assignment is an INDIVIDUAL assignment. Review your previous deliverable assignments and
the assignments that other teams have posted in the Shared Learning Environment Discussions.
This assignment has two parts.
Risk Register in Excel – Part 1
Using your team's ITP WBS, develop and submit a project risk register in MS Excel:
• A project risk register, from the textbook, from the classroom material, from www.pmi.org,
or from other valid research, that meets the following requirements.
• In MS Excel, the risk register should be populated with the risks for at least 3 tasks of
different types and categories at EACH level of the decomposition in the WBS (no fewer than
12 tasks must have risks identified -- 3 major tasks, 3 sub-tasks, 3 lowest level leaf node
tasks or sub-sub tasks, and also at least 3 risks at the overall project level (Level 0)). (Note
that this is minimum required, along with the other things below, to earn a satisfactory
score. To earn a better score, you would want to include more risks at each level, and some
of the additional things mentioned below.)
• Risks may include, for example, technical IT risks, external risks that impact the project but
which are outside the PM's control, project management risks, risks of project changes, and
so forth.
• Please note that a task could have more than one risk! The risk register must include
MITIGATION strategies to avoid/eliminate or minimize the risk and contingency plans (what
you will do if the risk happens). If the format you are using does not include these columns,
please add them, then be clear on the difference between mitigation and contingency.
Address what aspect of the project will be affected by each mitigation action - cost,
schedule, or scope. Provide a recommendation for whether or not the mitigation action
should be implemented, remembering that EACH mitigation will impact the project's scope,
cost or schedule.
• The risk register should also include:
o Title or description of item or TASK at risk. (This is the WBS task in which the risk
occurs, not the risk itself.)
o Also include the WBS ID and a designation of which WBS level the task is at. Each
risk in the Risk Register should show the WBS level of the task that it refers to. I urge
you to let the computer do this for you, since doing it by hand seems error prone for
some reason. Either import the field from MS Project or use an Excel formula to
calculate the level for you.
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o Description of the RISK (What is the risk? What is at risk of happening?) (This
identifies the nature of the risk itself, not the task.)
o Risk category or type (e.g., technical risks, quality risks, financial risks, external risks,
organization risks, project risks, quality risks, other risks, etc)
o Consequences, impact, or cost at risk (adjectival or numeric)
o Likelihood or probability (adjectival or numeric)
o Initial risk score (or "risk product", consequence times likelihood)
o Risk handling category (avoidance, mitigation, transfer, acceptance, etc.)
o Risk handling / control / action plan, including
 The mitigation action that, if taken, would minimize the impact of the risk.
 Cost and time to mitigate.
 Contingency plan - what the team will do if the risk actually happens
o Designation of risk "owner" or risk manager (best designated by title or role rather
than by individual's name)
o For additional points, you may include such things as:
 Additional risks
 Risks for additional tasks
 Results of handling each risk after controls are implemented:
 Consequences or cost at risk
 Likelihood or probability
 Final risk score or product (consequence times likelihood)
 Quantitative numerical consequences, probabilities, and risk scores (rather
than subjective, qualitative, or adjectival assessments)
 Additional narrative discussion of each risk, handling method, etc.
 Total of all the risk scores (risk products) for the entire project after risk
controls are implemented, in dollars.
• Also include some risks associated with the general ability to complete the project
successfully. (You might consider these risks at Level 0, the root level, of the WBS, affecting
the entire project.)
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• Finally, if you quantitatively calculated the risk product in those terms, then what is the total
of all the initial risk scores (risk products) for the entire project, in dollars.
Text Document – Part 2
Please include the Executive Summary with appropriate changes
Questions: In an accompanying Word doc or text submission, answer the following
questions:
1. Which risks (and associated tasks) would be the most threatening to the success
of the project and why? This discussion should be very specific to tasks and their
associated risks.
2. Which top THREE mitigations (and associated tasks) and risk handling plans
should be implemented, and why? Remember that mitigation actions will affect
cost, schedule and/or scope – so discuss what can you AFFORD to do based on
the likelihood and impact of the risk?
3. What are the TOTAL impacts on cost, schedule and scope for the project if the
recommended risk controls and mitigation actions are taken? If you use costs,
how did you calculate the cost? Will the risk handling improve things or make
them worse? That is, will the project cost more and/or be less successful because
of risk handling, or will it cost less and/or be more successful because of risk
handling? How so? Explain.
4. How did you determine those costs and impacts? Please describe. What is the
benefit of mitigating risks that are identified for mitigation?
5. If your project could only afford $20,000 for mitigation actions, which risks
(identify associated tasks) would be implemented?
6. If your project could only tolerate a 5 day delay related to mitigation actions,
which risks (identify associated tasks) would be implemented?
7. What would be the most expensive (time and or schedule) contingency
action/plan? Identify the associated task and explain why this contingency would
be the most expensive in terms of time or schedule.
8. How did you determine those costs and impacts? Please describe.
Submit the Excel and the Word document(s) to the Assignment Area.
Approximate breakdown by areas include:
o General: Structure, Format, Mechanics, Style (~5%)
o Risk register (~84%)
o Questions (~10%)
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Rubrics and Grading for the ITP-5 Project Deliverable
To earn 90-100% of the points available for this assignment –
The risk register meets the basic requirements. Identify at least 10 risks at each level of the WBS,
including risks that affect the general ability to complete the project successfully, major tasks of
different types and categories, sub-tasks of different types and categories, risks of several different
risk types and categories, including external risks, financial risks, organization risks, PM risks,
quality risks, technical risks, and other risk categories. In addition, include such things as:
 Multiple risks for single tasks
 Quantitative numerical consequences, probabilities, and risk scores (rather than subjective,
qualitative, or adjectival assessments)
 Show risk assessment (probability, impact, and score) numerically (e.g., percentages,
dollars, etc) rather than qualitatively.
 Additional narrative discussion of each risk, handling method, etc.
 Designation of risk "owner" or risk manager and why that person or functional position is the
“owner”
 Total of all the risk scores (risk products) for the entire project after risk controls are
implemented, in dollars.
 Also include some risks associated with the general ability to complete the project
successfully. (You might consider these risks at Level 0, the root level, of the WBS, affecting
the entire project.)
 Answer all the initial risk scores (risk products) for the entire project, in dollars.
Include the following risk info for ea. risk: Title or description of item or TASK at risk; Description of
the RISK; Risk category or type; Initial assessment of Consequences, impact, or cost at risk; initial
likelihood or probability; Initial risk score (consequence x likelihood); Risk handling CATEGORY; Risk
handling / control / mitigation / action PLAN; Designation of risk "owner"; Risk results with/after
controls / handling plans implemented (Consequences or cost with controls; Likelihood or
probability with controls; Final risk score (consequence x likelihood)). Answer all questions, and
include reference sources are used in the text and included in a Reference page. Show risk
assessment (probability, impact, and score) numerically (e.g., percentages, dollars, etc) rather than
qualitatively.
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To earn 80-89% of the points available for this assignment –
Identify at least 6 risks at each level, including risks such as: the general ability to complete the
project successfully; major tasks of different types and categories; sub-tasks of different types and
categories; lowest level leaf node tasks or sub-sub tasks of different types and categories. Include
risks of several different risk types and categories, including risks such as: external risks, financial
risks, organization risks, PM risks, quality risks, technical risks, and other risk categories. Include
several different risk handling categories (avoidance, mitigation, transfer, acceptance).
Include most of the following risk info for ea. risk: Title or description of item or TASK at risk;
Description of the RISK; Risk category or type; Initial assessment of Consequences, impact, or cost
at risk; initial likelihood or probability; Initial risk score (consequence x likelihood); Risk handling
CATEGORY; Risk handling / control / mitigation / action PLAN; Designation of risk "owner. Answer all
questions.
To earn 70-79% of the points available for this assignment –
Identify at least 3 risks at each level, including risks such as: the general ability to complete the
project successfully; major tasks of different types and categories; sub-tasks of different types and
categories; lowest level leaf node tasks or sub-sub tasks of different types and categories. Include
risks of several different risk types and categories, including risks such as: external risks, financial
risks, organization risks, PM risks, quality risks, technical risks, and other risk categories. Include
different risk handling categories (avoidance, mitigation, transfer, and acceptance).
Include most of the following risk info for ea. risk: Title or description of item or TASK at risk;
Description of the RISK; Risk category or type; Initial assessment of Consequences, impact, or cost
at risk; initial likelihood or probability; Initial risk score (consequence x likelihood); Risk handling
CATEGORY; Risk handling / control / mitigation / action PLAN; Designation of risk "owner. Answer
the majority of the questions.
To earn 60-69% of the points available for this assignment –
Identify at least 6 risks, including risks such as: the general ability to complete the project
successfully; major tasks of different types and categories; sub-tasks of different types and
categories; lowest level leaf node tasks or sub-sub tasks of different types and categories. Include
risks such as: external risks, financial risks, organization risks, PM risks, quality risks, technical
risks, and other risk categories. Includes only one of the risk handling categories (avoidance,
mitigation, transfer, acceptance).
Include much of the following risk info for ea. risk: Title or description of item or TASK at risk;
Description of the RISK; Risk category or type; Initial assessment of Consequences, impact, or cost
at risk; initial likelihood or probability; Initial risk score (consequence x likelihood); Risk handling
CATEGORY; Designation of risk "owner. Answer the majority of the questions.
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Less than 60% -
Risk Registers that do not meet the requirements will earn a zero. WBSs that are not original work
will earn a zero.
ITP-6 - Consolidated Project Management Plan (Team project)
(PMBOK 2, 3.5-3.7, 9)
Addresses Course Outcomes #4d, 1a, and 6f
Please be sure to read the Team Contribution Assessment and Grading of Team
Assignments and the Project Documentation Requirements sections of this ITP
Master Document.
Assignment for the ITP-6 Project Deliverable
Review your previous deliverables assignments and the assignments from the other teams in the
Shared Learning Environment Discussions.
Prepare a consolidated Project Management Plan / Proposal (PMP) that consolidates and
summarizes each of the ITP deliverables.
The final deliverable assignment posting should only include the project plan, the presentation and
the MS Project (.mpp) file:
1. An updated MS Project (.mpp) with schedule, durations, dependencies, resources,
and costs.
o The Consolidated Project Plan includes a full MS Project (.mpp file with the WBS
with inputs that have resulted from the weekly ITP assignments. The MS Project
(.mpp) file should be updated based on lessons learned, instructor's comments,
improvements resulting from sharing and looking at the work of other teams.
2. A complete, consolidated project plan document (in a format/structure from the
textbook, from www.pmi.org, or from other valid research) including all relevant
project information and all information from previous ITP deliverable documents.
o All project information must be included within the Word document. All of the ITP
assignments from this semester should be updated and improved based on
learning through the semester. You may use any number of features to include
the updated assignments, including Appendices or embedded documents, among
several other possibilities, but all appendices/documents should reflect the
changes you’ve experienced through the semester. Please note that the full
documents should not be part of the main body of the Project Plan. They
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are supporting documents only. For example, one embedded or appendix should
be an updated Excel spreadsheet Risk Register for all major tasks and at
least 2 sub-tasks and 2 sub-sub tasks. Another appendix should be an updated
and expanded version of your project charter that summarizes the project,
given what you know now. (For instance, as but one example, any changes in
project schedule, costs, and scope since the original draft of the charter should
now be reflected in the updated charter.)
o The Consolidated Project Plan consolidates, discusses and summarizes each of
the ITP deliverables. The consolidated plan, with the exception of the MS Project
(.mpp) file, must summarize each of the ITP documents (schedule, major
resources, major risks, cost, etc.) in the text of the document. The final
consolidated plan should discuss what the project is, what is required to meet the
needs of the Dental Clinic, how information was gathered and presented, and
information that will help the company and the client or executive sponsor).
Documents to support the SUMMARY should be added as Appendices – either in
full or embedded (preferable).
o The Plan and documents should reflect improvements through the semester
from the instructor's comments, sharing the projects of the other teams,
additional text readings and additional research, and other lessons learned.
o The Consolidated Project Plan must include at least a paragraph that describes
which project documents/assignments were changed, updated and/or improved,
how, and why. If, for example, the team made changes to the Resources, the
team might indicated that they saw another team that included a resource that
had not been considered yet. This paragraph (or more) is mandatory!
o The consolidated plan should include references used (with appropriate citations)
to gather the information.
o Some sections to consider for inclusion in the Consolidated Project Plan are:
o A title page
o The executive summary (with appropriate changes) of the project proposal
and plan.
o The scope, cost and schedule (early in the document!)
o Business requirements for the project and system, and reason for
undertaking the project (problem statement) should be included.
o Clear and complete scope statement should be included.
o Objectives, constraints, and assumptions should be included.
o Participants (project team AND stakeholders) along with their roles should
be listed.
o Project background should be provided.
o Technical and PM approach/strategy should be described.
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o Benefits and value to the client (note: this does not mean costs or budget)
should be detailed.
o Rough order of magnitude (ROM) estimate of costs and required project
budget should be included based on your own cost estimate.
o ROM estimate of total time required to complete the project and project
completion date should be included based on your Project schedule.
o A summary-level Gantt chart with a few major bars might be a useful,
though optional, addition. However, do not include a copy of a full MS
Project Gantt chart that is so detailed that it is unreadable.
o A conclusion paragraph should be included, briefly summarizing the
project and requesting approval to proceed with the project.
As an example, PMI recommends the following sections in a project management
plan:
 Purpose/background/approach
 Goals/objectives
 Scope
 Deliverables
 Constraints/assumptions
 Related projects/critical dependencies
 Schedule and milestones
 Budget/cost-benefit assessment
 Risk assessment
 WBS
 Quality management approach
 Tools and techniques to be used
 Resource estimates
 Standards
 Change and control procedures
 Roles/responsibilities
 Work plan
 Team contact directory
 Approval sign-off form
There are several other good templates and formats available. Please be sure to credit the source of
your Project Plan structure of format.
3. A Microsoft PowerPoint presentation (approx. 8-10 slides) that provides a high-
level executive-level summary of your project proposal for the major stakeholder(s)
(client and/or executive sponsor). The slides should be prepared and formatted as
though they will be presented face-to-face in a Conference room with a projector.
 The presentation should open with a discussion of scope, cost, and schedule.
 This presentation will be a decision presentation, not merely an information
presentation. The PowerPoint slides should NOT be overly full of text.
 Length should be appropriate to purpose and audience (approx. 8-10 slides).
 The slides should not be too full of text or bullets, and should use large
enough text for readability
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 Note: Please do not use timed automatic slide transitions for this
presentation.
 You may organize and format your presentation in any way that seems most
effective and appropriate to the purpose.
 Graphics may be used but should be meaningful, useful, and not distracting or
gratuitous.
 The consolidated project plan document and project plan presentation
should include:
o Enough detail should be provided to allow the stakeholder(s) to make a
go/no-go decision on whether or not the proposal is acceptable to
begin implementing the project plan, designing and installing the IT
project.
o MAKE A RECOMMENDATION!
o A title page or cover sheet that includes the contributors. This should
not be a stand-alone file but should simply be the first page of another
Word document (e.g., the Charter) that you are submitting.
 Make sure that all your documents are consistent and don't contradict each other. (For
instance, the schedule and costs as presented in the MS PowerPoint [.ppt], the MS Project
[.mpp], and charter and sections of the Consolidated Plan should agree; the narrative in the
Plan and the MS PowerPoint [.ppt] should agree with each other; and so forth.)
 Also make sure that any problems with previous ITP deliverables have been corrected before
incorporating them in your ITP-6 work, and make sure that any comments from the
instructor regarding previous ITP deliverables have been corrected and updated. PLEASE
include a paragraph that discusses what has been changed and updated (previous
assignments that are now part of the project plan), what changed and why. This
may be the final paragraph or a discussion included as an appendix, but I’d like to see what
is different from when you did the original assignment during the semester.
 Please post the THREE final ITP documents (.mpp, .ppt, .doc) in the Assignment Area and in
the Shared Learning Environment Discussion Forum
 To summarize: The plan should be in the structure of a project management plan that you
should find from a credible source through your research. PMI, for example, is a credible
source. Your plan should include updated documents/assignments, as embedded files,
appendices, or any other method that works well for you and your team. Please include a
discussion of what has been updated and why, even thought is not a normal part of a Project
Management Plan. This might include what you've learned through additional readings and
sources, what you've learned from sharing and looking at the other teams' efforts, and what
you've changed as a result of my feedback and comments. This helps me focus in on the
improvements you've made over the semester. The final assignment includes a PowerPoint
presentation that leads the client to a go-no go decision. It should be a high level
presentation - much like an executive summary - that addresses the problem, the solution,
the scope, schedule and cost and other information your team thinks is relevant to
making the decision to proceed. And, please don't forget to update the MS Project (.mpp)
file. So you'll post THREE documents only.
Grading approximate breakdown by areas include:
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o General: Structure, Format, Mechanics, Style (~4%)
o Updated and Complete MS Project (.mpp) Schedule (~19%)
o Project Resources and Costs (~15%)
o Risk register (~20%)
o ITP-6 Proposal Plan Presentation PPT (~40%)
o Updated project charter (~3%)
Rubrics and Grading for the ITP-6 Project Deliverable
To earn 90-100% of the points available for this assignment –
Meet all requirements, including an updated MS Project WBS with schedule, durations,
dependencies, and resources; project resources and costs at the major task and sub-task levels
plus a project total in either your MS Project (.mpp) and/or Excel; a Risk Register for all major tasks
and at least 4 sub-tasks and 4 sub-sub tasks in either Excel or Word; a Microsoft Word document or
(at your instructor's option) PowerPoint presentation of (10-15 slides) that provides an Executive
Summary of your project proposal with sufficient detail to allow the stakeholder to make a go/no-go
decision on whether or not the proposal is acceptable to begin work on the IT project, and that
includes all the information specified above; and an updated and expanded project charter.
Approximate breakdown by areas is as specified above. Include reference sources are used in the
text and included in a Reference page.
The MS Project (.mpp) is complete (all tasks include durations, predecessors/successors, resources)
and the Network View flows from left to right with multiple paths culminating with the final task at
the far right. Most of the Network View is not critical path. Resources are not overallocated and the
final task clearly identifies the end of the project and is consistent with the project charter
discussion. The textbook and at least 5 academically credible reference sources are used in the
text and included in a Reference page. Documents are thorough, easy to understand, and provide
consistency throughout. All documents reflect improvements over the original submissions.
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To earn 80-89% of the points available for this assignment –
Meet all requirements, including an updated MS Project WBS with schedule, durations,
dependencies, and resources; project resources and costs at the major task and sub-task levels
plus a project total in either your MS Project (.mpp) or Excel; a Risk Register for all major tasks and
at least 2 sub-tasks and 2 sub-sub tasks in either Excel or Word; a Microsoft Word document or (at
your instructor's option) PowerPoint presentation of (8-12 slides) that provides an Executive
Summary of your project proposal with sufficient detail to allow the stakeholder to make a go/no-go
decision on whether or not the proposal is acceptable to begin work on the IT project; and an
updated project charter.
The MS Project (.mpp) is complete (all tasks include durations, predecessors/successors, resources)
and the Network View flows from left to right with multiple paths culminating with the final task at
the far right. Most of the Network View is not critical path. Resources are not overallocated and the
final task clearly identifies the end of the project and is consistent with the project charter
discussion. The textbook and at least 5 academically credible reference sources are used in the
text and included in a Reference page. Documents are thorough, easy to understand, and provide
consistency throughout. All documents reflect improvements over the original submissions.
To earn 70-79% of the points available for this assignment –
Meet all requirements, including an updated MS Project WBS with schedule, durations,
dependencies, and resources; project resources and costs at the major task and sub-task levels
plus a project total in either your MS Project (.mpp) or Excel; a Risk Register for all major tasks in
either Excel or Word; a Microsoft Word document or (at your instructor's option) PowerPoint
presentation of (6-8 slides) that provides an Executive Summary of your project proposal with
sufficient detail to allow the stakeholder to make a go/no-go decision on whether or not the
proposal is acceptable to begin work on the IT project.
To earn 60-69% of the points available for this assignment –
Address an updated MS Project WBS with schedule, durations, dependencies, and resources; project
resources and costs; project risks; a Microsoft Word document or (at your instructor's option)
PowerPoint presentation that provides an Executive Summary of your project proposal intended for
the stakeholder to make a go/no-go decision on whether or not the proposal is acceptable to begin
work on the IT project.
Less than 60% -
Team efforts that do not meet the requirements will earn a zero. Team efforts that are not original
work will earn a zero. Team efforts that do not have proper APA references and citations to any
included or quoted work will earn at most 50%.
Please notice that there is a STRONG incentive for ALL team members to carefully proofread team
documents before submitting. This incentive will continue through the semester.
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ITP-7 - Project Execution, Tracking, and Changes (Team project)
(PMBOK 3.5-3.6, 4)
Addresses Course Outcomes #1d, 1d, and 6g
Please be sure to read the Team Contribution Assessment and Grading of Team
Assignments and the Project Documentation Requirements sections of this ITP
Master Document.
Concentrate especially on the ITP consolidated project plan.
Then, in your project team, BEFORE YOU DO ANYTHING ELSE, DO THESE THINGS:
1. MAKE ALL NEEDED CORRECTIONS or updates to the schedule and resources. It is important
to start from a correct baseline.
2. Then, speaking of baselines, before you do anything else, SAVE A BASELINED PROJECT
SCHEDULE, or update the baseline if you had already saved one.
If you have not previously prepared a Change Management Plan (e.g., as part of the overall project
plan), then develop and submit one now, and submit in MS Word format. Instructions for the
Change Management Plan are below…
Required Changes
Finally (the important part), make the following changes in your current project schedule (not
the baselined schedule) and update your MS Project (.mpp). Use the Tracking Gantt Chart feature
to compare the original, baselined schedule with the current, changed schedule. The changes to
the project are as follows; make the appropriate changes to your current schedule:
1. The project is half way finished (by calendar time). Set the status date ("update" date)
to reflect this. Update the actuals to reflect this. Assume that all tasks are on schedule and
on budget except as noted here:
2. The equipment (hardware, servers, networking gear, etc) delivery from the vendor was late
and took (or will take) twice as long as expected. In most cases (depending on how you
implemented the equipment delivery task), this means that its duration is doubled. Its cost
is unchanged. If your project scenario does not include equipment purchase or
delivery, then please contact the instructor immediately and we'll work out an
alternative.
3. The software (of all kinds) will cost twice as much as expected. It seems that in the time
since the project was planned, the vendor(s) came out with a new release that cost
significantly more than the previous version, and are no longer selling or supporting the
previous version. It will be delivered on schedule, however.
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4. Construction for computer rooms, labs, and building modifications have been impacted by a
disastrous storm which has had the ripple effect of sucking up much of the construction
materials and labor in the country and increasing their cost markedly. Your costs for all
construction-related tasks and materials have doubled, AND all your construction
tasks will have a one month delay in their start date. Their duration will be
unaffected, however.
Note: If your project scenario does not include construction-related tasks, then
apply this change to installation tasks (i.e., all installation tasks delayed 1 month and
installation costs doubled). If your project scenario includes neither construction
nor installation tasks, then please contact the instructor immediately and
we'll work out an alternative.
5. Ripple effects: Besides the obvious, what else might need to be changed as a result
of these events? Address these changes in a short Word document.
6. Make the appropriate changes to the project schedule and budget.
7. IMPORTANT: If the above changes do not make sense within the scenario or nature
of your project, then contact the professor immediately for further instructions.
8. Document your changes for submission below. For instance, if there was no software (item
3, above), then what did you change instead to simulate a similar change? What were the
ripple effects (item 5, above) that the changes triggered? And so forth.
9. If the changes take you over budget or past the target completion date then in the narrative
questions (see below), discuss what you would do to remediate this. However, do not make
any changes to the .mpp to effect these remediations. (This is quite enough work already
without adding that in also.)
Assignment for the ITP-7 Project Deliverable
1. A Change Management Plan (CMP), in MS Word format. See textbook, PMI.org, the LEO
classroom, and other professional PM Web sites for details; use an Internet search if
necessary. Unlike the risk register, the CMP is not a list of changes and their status and
handling. Rather, the change management plan is what it sounds like: a plan for how the
project intends to manage any changes that may occur. The CMP should include at least the
following:
o Methodology, strategy, and tools for handling changes
o Roles and responsibilities for change management
o Organization for change management (CCB, etc)
o Change process (flowchart and/or description)
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o Budget for change handling process. This is not the cost of implementing the
changes listed in the "Required Changes" section above, but rather is the cost of the
CCB and running the change process. The costs of implementing the individual,
specified changes, is a separate item that can be tracked via Earned Value
calculations and other methods, below.
 (Normally the change process budget would be part of the project budget
from the beginning, but we neither mentioned nor required that in this class.
So for this class only, your change management budget will be over and
above the project budget (i.e., in addition to the project budget) instead of
coming out of your project budget as part of the project budget.)
o Important note: Use of outlines, examples, and templates that you may find
(including those in the textbook) is acceptable for the structure and outline of this
document. However, the substance must be your own original work and must
include proper quotation, citation, attribution, and bibliography of sources and works
used.
2. Updated project schedule in MS Project (.mpp) reflecting the specified changes listed in
the "Required Changes" section above, including a tracking Gantt chart comparing the new
schedule to the baselined schedule, in MS Project (.mpp) format.
3. Suggested fields to include should include those listed in the document titled: “MSP Fields
to Include in ITP Deliverables” located in your Course Content area.
4. A brief narrative description of how you effected or applied the changes listed in the
"Required Changes" section above. For instance, if there was no software (item 3, above),
then what did you change instead to simulate a similar change? What were the ripple
effects (item 5, above) that the changes triggered? And so forth.
5. A Word document describing what project documentation needs to be changed (and what
the needed changes are) in order to implement the specified changes listed in the "Required
Changes" section above. You need not update the documents, just describe, in general
terms, what would need to be updated.
o (Note: Ordinarily in a real-world project, we would also update and submit the
consolidated project management plan (PMP) document (ITP-6) reflecting all changes
and updates. However, for this class, we will omit this step.)
6. Optional for additional points. Overall earned value analysis. (That is, "overall" indicates
do it once for the project as a whole, not for each individual task. Though doing it for each
task would be acceptable if MSP does it for you, only the overall whole-project earned value
calculations are indicated for this assignment. Do not do individual task calculations of EV
by hand.) You may use MS Project to do so, if you can, or you can do it yourself with a
pocket calculator or (probably better yet) do it yourself in Excel; you can use the formulas on
the Gold Card or the formulas in my weekly Commentary, or the formulas in the textbook.
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"Authentic Assessment" Integrated Team Project (ITP) IFSM 438 - Authentic Assessment
Any way, you do it, you will get most of the data from your MSP .mpp, then plug it into the
formulas.
The goal is to come up with EAC and Estimated Cost to Complete (ECTC), but you'll need to
calculate the rest in order to get there, therefore please calculate and submit the
following figures. They need not be in a MS Word attachment, but may be answered
directly in your Assignments Folder posting, as you wish.
As in a math class, SHOW YOUR WORK, I.E., SHOW YOUR FORMULAS, INPUT DATA, AND
CALCULATIONS as well as your results.
Include at least the following EV figures (you may include more if you wish):
o Original Budget at Completion (BAC) (baselined)
o New Estimate at Completion (EAC) (changed)
o New Estimated Cost to Complete (ECTC) (changed)
o Original Planned Value (PV, BCWS) (baselined)
o Actual Cost so far (AC, ACWP) (changed)
o Earned Value so far (EV, BCWP)
o Schedule Variance (SV)
o Cost Variance (CV)
o Schedule Performance Index (SPI)
o Cost Performance Index (CPI)
7. Finally, answer the following questions in the previously discussed Word document
and submit them along with your other files in your Assignments Folder.
Alternatively, may be answered directly in your Assignments Folder posting instead of the
Word document, as you wish.
a. What was the effect of the changes on your project cost? How much did it increase?
Are you still on budget or are you over budget now?
b. What was the effect on your project schedule? How much did it increase? Are you
still on schedule or are you late now?
c. What would you recommend doing to handle these changes and risks, assuming that
the client cannot get any more money (it's a fixed grant) and that it still has to be
installed by the original deadline (before? Do not make changes in your project
schedule .mpp or budget or documents to reflect this recommendation. Simply state
what things you would recommend doing to handle the situation.
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"Authentic Assessment" Integrated Team Project (ITP) IFSM 438 - Authentic Assessment
Item 1 (the Change Management Plan) should be a separate MS Word document of its own. Item 2
(the updated .mpp file), of course, is a separate file of its own. Items 3-6 (description of how you
implemented the changes, description of needed updates to other documentation, earned value
analysis, and answers to the questions) can be submitted in a single, consolidated MS Word
document. So your submission for grading should include three files.
Note on distributing the "Creds" (see Error: Reference source not found, above) for this particular
assignment:
 There are two team projects this week. You each may choose to distribute your Creds
separately for each assignment, in which case you have 23 Creds to distribute to your
teammates for each assignment. Or you each may choose to distribute your Creds just once
for the week, in which case you should copy the Creds and separately post them for each of
the two assignments.
 Either way, please post the Creds for each assignment separately in that assignment's
corresponding item in your Assignments Folder.
Approximate breakdown by areas include:
o General: Structure, Format, Mechanics, Style (~5%)
o Changed .MPP Schedule (~33%)
o Change Management Plan (~40%)
o Documentation Update (~7%)
o Questions (~15%)
o EV Calculations (Optional. Bonus up to ~7% additional, but not more than 100% total for
ITP-7)
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"Authentic Assessment" Integrated Team Project (ITP) IFSM 438 - Authentic Assessment
Rubrics and Grading for the ITP-7 Project Deliverable
To earn 90-100% of the points available for this assignment –
Meet all requirements, including an updated MS Project schedule; project baselined prior to
changes; tracking Gantt comparing original baselined plan with updated changed plan; all specified
required changes implemented correctly; consideration of ripple effects; comments and updates
from previous MPPs and ITPs incorporated; all Earned Value figures calculated correctly; all
questions answered; Change Management Plan including change handling methodology, roles and
responsibilities, organization, process (flowchart and/or description), and budget; and explanation
of needed documentation changes. Approximate breakdown by areas is as specified above.
Include reference sources are used in the text and included in a Reference page.
To earn 80-89% of the points available for this assignment –
Meet all requirements, including an updated MS Project schedule; project baselined prior to
changes; tracking Gantt comparing original baselined plan with updated changed plan; at least 4
specified required changes implemented; at least 8 Earned Value figures calculated correctly; at
least 3 questions answered; Change Management Plan including change handling methodology,
roles and responsibilities, organization, and process; and identification of documents needing
changes. Include reference sources are used in the text and included in a Reference page.
To earn 70-79% of the points available for this assignment –
Meet the majority of requirements, including an updated MS Project schedule; project baselined
prior to changes; tracking Gantt comparing original baselined plan with updated changed plan; at
least 3 specified required changes implemented; at least 7 Earned Value figures calculated
correctly; at least 2 questions answered; Change Management Plan including change handling
methodology, organization, and process; and identification of documents needing changes. Include
reference sources are used in the text and included in a Reference page.
To earn 60-69% of the points available for this assignment –
Include an updated MS Project schedule; tracking Gantt comparing original baselined plan with
updated changed plan; at least 3 specified required changes implemented; at least 5 Earned Value
figures calculated correctly; at least 1 questions answered; Change Management Plan including
change handling methodology, organization, and process.
Less than 60% -
Team efforts that do not meet the requirements will earn a zero. Team efforts that are not original
work will earn a zero. Team efforts that do not have proper APA references and citations to any
included or quoted work will earn at most 50%.
Please notice that there is a STRONG incentive for ALL team members to carefully proofread team
documents before submitting. This incentive will continue through the semester.
Submit your assignment in the Assignments Folder as specified under "Submission of the Project
Deliverables for Grading", above. On the morning after the due date (Monday), please post your
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