ISY2004 Project Plan: Customer Goodwill Program at Max Lionel Realty

This project plan outlines the implementation of a customer goodwill program for Max Lionel Realty, focusing on ethical and legal obligations. The plan includes a project brief detailing the purpose, background, and strategic context of the project, emphasizing the importance of building customer goodwill and satisfying legal requirements. It identifies key stakeholders, including the CEO, project manager, and various team members, and details their roles and responsibilities. The plan also encompasses a communication strategy, work breakdown structure, and stakeholder analysis. The project aims to enhance the MLR brand, improve client relations, and ensure adherence to ethical standards, with a budget of $15,000 and a 3-month implementation timeline. The project is currently in the planning phase, and the plan addresses potential risks such as scope creep and conflicts of interest, while also defining the project scope, constraints, and assumptions.

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
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1.1 – Planning
Project brief
Project purpose and rationale
Project title
The title of the project is “implementation of a program for properly building customer goodwill
as well as for satisfying the legal and ethical obligations”.
Project purpose
The main focus of the paper is to implement a program that helps in building proper customer
goodwill and generally helps in satisfying different types of ethical as well as legal obligations.
It is found that this helps in promoting different standards in professional conduct for informing
the clients, potential tenants as well as different types of commitment of MLR. Moreover, the
program is also focused on achieving the buy-in initiative of the clients as well as different
types of quality standards for properly communicating with the REIV obligations. In addition to
this, the external consultant generally contracted with the various project management based
activities for maintaining the quality standards in the project.
Background and strategic context
The paper generally focuses on the organization “Max Lionel Realty” that was mainly founded
in the year 2008 with the help of a property developer named “Max Lionel”. It is found that the
company generally employs around 100 people out of which, 80 of them have got their license
from different real estate agents. It is found that with the help of different types of client agents,
the organization generally helps in properly managing both the rentals as well as sales on behalf
of different types of clients. In addition to this, the organization is also one of the members of a
real estate institute of Victoria from the year 2008 and generally utilizes proper REIV code of
conduct within the institute of Victoria. As the main vision of the client is to properly establish
the MLR brand that have highest standards generally wants to implement a program for building
proper customer goodwill for satisfying the various legal as well as ethical obligations.
Priority
It is found that the project that is undertaken by the organization is mainly required on urgent
basis and it have the highest priority for the organization. This is because the organization has
the aim to develop proper goodwill for the clients of the organization. Moreover, the different
types of legal obligations as well as ethical obligations which are required to be implemented for
informing the agents about the different types of codes as well as policies which the
organization generally follows within the entire organization.
Related projects
It is found that earlier the organization have undertaken projects in order to maintain the quality
standards within the entire organization for successfully communicating the various types of
legal obligations as well as different types of REIV obligations. This are mainly considered to be
beneficial for taking the entire organization towards the strategic directions as well as helpful in
properly developing a program with the help of which both the legal as well as ethical
obligations can be satisfied.
Project client/owner
It is found that Max Lionel who is the CEO of the organization generally wants to undertake this project
so that the clients can be able to get proper understanding about the various code of conduct that is used
by the organization for operation. Furthermore, the CEO also wants to implement the program so that with
the help of the program, goodwill of the entire organization can be established quite effectively.
Project sponsor

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 2
The sponsor of the project is the CEO of the organization who after analyzing the impact of the program
on the brand value of the organization wants to fund this entire project. In addition to this, the sponsor
provides budget of around $15,000 so that the program can be implemented quite successfully so that the
client’s goodwill can be properly built and additionally both the legal and different types of ethical
obligations of the organization are informed for implementing the program.
Project manager
They are mainly responsible of properly implementing the program effectively for informing the
clients the as well as tenants about different types of code of conduct. It is found that the project
manager helps in activity as well as resource planning and generally assists in properly
motivating the entire team of the project in order to achieve success. Moreover, the project time
that is required for the purpose of program implementation gets controlled successfully
effectively. Furthermore, the challenges as well as risks which are mainly related with the
project needs to be managed successfully.
Project status
The program will get implemented successfully within the time of 3 months. The project status
reflects that the initiation phase is complete and the project is progressing in the planning phase.
Additionally, the project manager makes an assumption according to which the entire project
must get executed in the time period that is assumed with the help of the project manager.
Moreover, the risks that are associated with inexperienced project staffs can generally create
obstruction within the progress of the entire project.
Special provisions
It is found that there are different types of provisions which are mainly listed below:
Conflicts of interest: The stakeholders who are mainly liked with the project are generally
linked from different parts of the country therefore there are ample numbers of opportunities
that helps in reflecting that there are lots of conflicts which generally can occur in the
organization.
Workplace culture: It is quite necessary to have proper work culture within the entire
organization so that the employees can be able to work effectively.
Health and safety concerns: There are number of health and safety concerns that may occur
while engaging within the project, but it quite important for the team members to properly use
proper health and safety codes so that these types of concerns does not occur in the project.
Project approvals
Project Manager Project Sponsor
Project Client/Owner Other

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 3
Project scope document
In Scope Out of scope
(exclusions)
Assumptions Constraints
In- scope of the
project includes:
• Development of
the program
design
• Providing
information
about the legal
as well as
different types
of ethical
obligations
• Development of
posters for the
organization
• Video creation
for illustration
of professional
• Development of
ethical charter
Out of scope includes:
• The training facilities
will not be generally
given to project team
members
• Information about the
suppliers are not
provided
The assumptions which
are mainly linked with
the project are listed
below:
• The financial
manager generally
makes an
assumption as per
which the entire
project will get
completed within a
budget of around
$15,000.
• It is assumed that
around 52 days is
mainly required for
the implementation
of program by the
organization Max
Lionel realty
The constraints which
are associated with the
project are listed
below:
• The schedule
that is developed
if not properly
tracked then it
generally can
cause delay in the
project and can
further cause
obstruction in the
project.
• If the issue of
scope creep
occurs then it can
cause issue in the
progress of the
project.
Project Title: Project Client: Date:
Version:
Project Sponsor: Project Manager: File Name: Page x of y

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 4
Stakeholder analysis
Name Work area Stakeholder
type (client,
end-user)
Impact on/by project,
requirements,
success criteria
Kim Kim is mainly
r4esponsible of
properly running the
entire operations of
the program.
Operational manager The program gets
implemented on time and
within the budget that is
estimated.
Sam Lee It is found that they
are helpful in
managing different
aspects of residential
realty. Moreover, they
help in managing the
activities of various
residential agents.
Manager residential
realty
Successful completion of the
project activities for avoiding
delay.
Pat They are mainly
helpful in properly
responsible of
managing the
different aspects of
commercial realty. In
addition to this, it
helps in managing the
Commercial agents.
Manager commercial
realty
They generally help in
managing the work activities
of the project quite
effectively.
Candidate 1 The project manager
is in the individual
who directs, managers
as well as controls the
work activities
within the entire
project.
Project manager The project manager assists
in directing, managing as
well as controlling the work
activities quite effectively.
Candidate 2 The legal manager
assists in
implementing
different types of
code of conduct.
Legal manager The legal manager helps in
properly implementing the
code of conduct.
Candidate 3 The organizer
generally assists in
properly organizing
the work of the
project activities.
Organizer It will helps in properly
organizing the project
activities for successful
accomplishment of the
project.
Candidate 4 They generally
supervise the entire
work of the program
so that the program
can be properly
implemented.
Supervisor

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CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 5
Project Title: Project Client: Date:
Version:
Project Sponsor: Project Manager: File Name: Page x of y
Communication plan (example)
What Who Purpose When/frequency Type/methods
Initiatio
n
meeting
All the
stakeholders of
the project
Provides proper
information about
the initiation
phase
During the
starting phase
Meeting
Projec
t kick-
off
All the
stakeholders of
the project
Encourages
communicatio
n within the
team so that
they can able
to know about
the
project.
Before the
starting date of
the project.
Meeting.
Status
reports
Project manager The project
manager generally
discusses about the
status of the project
for ensuring that
the entire project is
on track.
During the progress
of the project.
Meeting
Team
meetings
With the
financial manager
The team meetings
are mainly arranged
in order to discuss
the financial
obstructions that
occur due to lack of
budget.
During the
progress of the
project
Meeting
Project Title: Project Client: Date:
Version:
Project Sponsor: Project Manager: File Name: Page x of y
Roles and responsibilities

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 6
Role Name/s Responsibilities Signature/ s
(if
required)

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 7
Project client/owner Jagbir singh gill The project manager is
the individual who takes
the responsibility of
managing the work
activities quite
effectively so that the
project gets
accomplished on time.
Jagbir singh gill
Project sponsor/project
director/project board
Gurpreet singh The sponsor helps in
providing proper
sponsorship as well as
money that is required
for the project. In
addition to this, it is
generally beneficial in
poperly accounting the
success of the entire
project.
Gurpreet singh
Project manager Harpreet singh They took the
responsibility of running
the work activities on
daily basis with proper
defined authorizes for
the project cost and
schedule.
Harpreet singh
Manager of the
project manager
fateh They help in completing
the work activities on
time and assists in
executing each of the
work-related
functionality on time.
fateh
Project team members <Please fill> They help each other so
that the entire program
get implemented on
time.
<Please fill>
Steering
committee/
working party
To provide advice
and
recommendations.
<Please fill> They take the
responsibility of
providing advice and
generally helps in
providing different
types of
recommendation so that
the project get
completed on time.
<Please fill>
Project Title: Project Client: Date:
Version:
Project Sponsor: Project Manager: File Name: Page x of y

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 7
Work breakdown structure
Level 1 Level 2 Level 3
Implementation of program
for Max Lionel Realty
Initiation phase
Business case
development
Feasibility study
Establishment of project
charter
Appointment of team members
Planning phase
Project plan development
Resource plan
development
Financial plan
development
Quality management plan
Design phase
Development of program
design phase
Asking approval
Getting approval for the
design phase
Development phase
Informing agents of legal
as well ethical obligations
Promotion of high
standards
Informing tenants as well
as clients
Development of posters for
the organization
Development of videos for
illustrating professional
conduct
Developing literature and
flyers
Development of webpages

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 8
Designing different social
media webpages
Development and
delivering training
Presentation
Development of ethical
charter
Evaluation and closure phase
Proper evaluation
Post project review
Sign off stakeholders
Documentation
Project Title: Project Client: Date:
Version:
Project Sponsor: Project Manager: File Name: Page x of y

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 9
Project plan
Project title: The title of the project is implementation of program by Max Lionel realty.
Project purpose
From project proposal – update if required.
The main purpose of implementing a program is to create an appropriate client-based goodwill as well as
for providing proper satisfaction by allowing both the legal as well as different types of ethical
obligations. Moreover, it is identified that the program which is mainly implemented in quite beneficial in
informing the various clients, employees as well as tenants for the various types of buy-in initiative.
Background and strategic context
From project proposal – update if required.
The main focus of the entire paper is on the Max Lionel organization that was mainly founded with the
help of Max Lionel in the year 2008. The organization has the main of properly developing a program for
promoting the goodwill of the clients. Moreover, the strategic context of the project helps in discussing
the following:
• Undertaking proper engagement with the various clients
• Creating proper goodwill of the clients
• Giving proper support to the various leaders
Project objective
From project proposal – update if required.
• To inform the agents about the code of conduct that is used within the organization
• In inform various clients as well as potential tenants on the commitments of MLR
• To get buy-in initiative within the clients as well as employees
Scope including key deliverables
In scope
In - scope of the project includes:
• Development of the program design
• Providing information about the legal as well as different types of ethical obligations
• Development of posters for the organization
• Video creation for illustration of professional
• Development of ethical charter
Out of scope
• Training facilities will not be provided
• Information related with the project suppliers are also not given
Assumptions
• The project of program implementation will be assumed to be accomplished within 52 days
• The budget that is invested within the project will be enough for project completion

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 1
Deliverables
• Informing agents of legal as well ethical obligations
• Promotion of high standards
• Informing tenants as well as clients
• Development of posters for the organization
• Development of videos for illustrating professional conduct
• Developing literature and flyers
• Development of webpages
• Designing different social media webpages
Governance
Project client/owner from project proposal.
The project manager is the individual who takes the responsibility of managing the work activities quite
effectively so that the project gets accomplished on time
Project sponsor
The sponsor helps in providing proper sponsorship as well as money that is required for the project. Project
Manager. In addition to this, they are accountable for the entire project.
Project team members
The team members who are involved for program implementation include:
• Candidate 1
• Candidate 2
• Candidate 3
• Candidate 4
• Kim (Operational manager)
• Sam Lee (Manager residential realty)
• Pat (Manager Commercial Realty)

Australian Institute of Higher Education
CRICOS Provider Code: 03147A
Level 3 & 4 545 Kent Street Sydney NSW 2000 Australia
T: [phone] W: www.aih.nsw.edu.au 8
Key stakeholders
From project proposal – update if required. Include a more detailed stakeholder
analysis in the Appendices, if required.
Schedule
Item Milestone date Responsibility
Initiation phase Completion of initiation
phase
Project manager
Planning phase Completion of planning
phase
Project manager
Design phase Completion of design phase Designer, organizer
Development phase Completion of development
phase
Kim, sam lee and Pat
Evaluation and closure phase Completion of evaluation
and closure phase
Project manager
Resource and cost plan
Deliverable/milestone/phase Resource
e
Cos
t
Initiation phase Human resource $1520
Planning phase Human resource $2696
Design phase Human resource $1168
Development phase Human resource and
material resource
$7,000
Evaluation and closure phase Human resource $2072