Project Report: Project Initiation, Planning, and Execution (MBA642)

This report details the project management process for a family relocation, encompassing project initiation, planning, and execution. The case study involves a family moving from the Sunshine Coast to Perth, requiring a structured approach to meet a specific deadline and budget. The report includes a Work Breakdown Structure (WBS) to break down the project into manageable tasks, a milestone plan to track progress, a list of tasks, and a Gantt chart visualizing the project schedule. The report also discusses the criteria and assumptions used, adjustments made to the schedule, and a personal reflection on the project management experience. The project's success hinges on completing the relocation within a set budget and timeframe, emphasizing the importance of careful planning and execution. The assignment showcases practical application of project management tools and techniques, including the use of project management software to generate a task list and Gantt chart. The student analyzes the project based on the given scenario and provides details on the timeline, budget, and resources allocated to each task. The report also provides a detailed explanation of the adjustments made in the project schedule to accommodate any changes. The report is contributed by a student to be published on the website Desklib. Desklib is a platform which provides all the necessary AI based study tools for students.

Running head: PROJECT INITIATION, PLANNING AND EXECUTION
Project Initiation, Planning and Execution
Name of the student:
Name of the university:

1PROJECT INITIATION, PLANNING AND EXECUTION

2PROJECT INITIATION, PLANNING AND EXECUTION
Table of Contents
1. Overview of the case scenario.....................................................................................................2
2. The criteria and assumptions used for preparing the milestones.................................................2
2.1 Criteria...................................................................................................................................2
2.2 Assumptions..........................................................................................................................3
2.1 Preparing a Work Breakdown Structure (WBS)...................................................................3
3. Milestone plan (Refer to appendix 1)..........................................................................................5
4. A list of tasks (refer to appendix 2).............................................................................................5
5. A Gantt chart................................................................................................................................5
6. Adjustments make in the project schedule..................................................................................7
7. Personal reflection.......................................................................................................................9
References......................................................................................................................................10
Appendices....................................................................................................................................11
Appendix 1: Milestone plan.......................................................................................................11
Appendix 2: A list of tasks........................................................................................................12
Appendix 3: A Gantt chart.........................................................................................................14

3PROJECT INITIATION, PLANNING AND EXECUTION
1. Overview of the case scenario
This specific case scenario depicts the importance of using project schedule and Work
Breakdown Structure for implementing any project in the real field of application. The case is
about relocation of a family of two adults Kelly and Jeff along with their two children Will and
Lexie (aged of 7 and 12 respectively), their dog (named Buddy) and a car. The current location
of Kelly and Jeff is Sunshine Coast, Qld. Kelly has recently secured a new job designation as a
marketing director interstate and mainly for this reason Kelly has to take a transfer to Perth with
the family.
The school terms in Perth starts from Wednesday 31st January. Thus, the relocation
project needs to be accomplished within Wednesday 31st January as the Will and Lexie want to
attend their classes from the very first day. The total budget that has been estimated for the
project is maximum $15,000. Therefore, the list of activities must be designed in such a way so
that it becomes completed within Wednesday 31st January and within the budget of $15,000.
2. The criteria and assumptions used for preparing the milestones
In order to accomplish the family relocation project the criteria and assumptions that are
to be considered are elaborated in the below section:
2.1 Criteria
 The new location that has been chosen by Kelly and Jeff should be pollution free
 Availability of transport communication
 Friendly neighbor
 Availability of medical stores and pet care nursing home near

4PROJECT INITIATION, PLANNING AND EXECUTION
 The project should be successfully completed within the budget of $15,000
 The timeline estimated for the project is before 31st January thus the relocation
with family must be completed within 31st January
2.2 Assumptions
After analyzing the entire case scenario, it has been defined that in order to accomplish
the relocation or transfer project the triple project constraints have been assumed in terms of
time, scope and budget. The scope of the project is to complete the entire family relocation to
Pert from Sunshine Coast, Qld in a eco friendly, pollution free environment, near to schools,
medical stores and of course to the new office. The affordable budget estimated by Jeff and
Kelly is $15,000 thus the project must be completed within this budget only. As the school terms
in Pert is commencing on 31st January therefore, it should be completed within maximum 30th
January.
2.1 Preparing a Work Breakdown Structure (WBS)
WBS Task Name
0 Relocation of Family to new location in Perth
1 Project initiation phase
1.1 Project budget estimation
1.2 Project schedule preparation
1.3 Explaining to the children about the reason of relocation
1.4 Contact to the current school of the children
1.5 Locating new school at Perth
1.6 Locating nursing stores and medical stores near the location
2 Project planning phase
2.1 Taking family medical records
2.2 Getting numbers of reference doctors
2.3 Taking copy of the vet records (for the dog: Buddy)
2.4 Creating a packing planning action
2.5 Subdividing the entire road activity to Perth
3 Project execution phase

5PROJECT INITIATION, PLANNING AND EXECUTION
3.1 Booking other requirements
3.2 Securing comfortable traveling arrangements
3.3 Collecting foods
3.4 Conducting final move to Perth
3.5 Taking all the furniture
3.6 Settle of furniture in new location
4 Project closure phase
4.1 Project signoff
4.2 Admission of children to new school
4.3 Final completion of the project
Relocation of Family to
new location in Perth
Project initiation phase
Project budget
estimation
Project schedule
preparation
Explaining to the
children about the
reason of relocation
Contact to the
current school of
the children
Locating new school
at Perth
Locating nursing
stores and medical
stores near the
location
Milestone 1:
Completion of
project initiation
phase
Project planning phase
Taking family
medical records
Getting numbers of
reference doctors
Taking copy of the
vet records (for the
dog: Buddy)
Creating a packing
planning action
Subdividing the
entire road activity
to Perth
Milestone 2: Project
planninh phase
completion
Project execution phase
Booking other
requirements
Securing
comfortable
traveling
arrangements
Collecting foods
Conducting final
move to Perth
Taking all the
furniture
Settle of furniture in
new location
Milestone 3:
Completion of final
move to shift in
Perth
Project closure phase
Project signoff
Admission of
children to new
school
Final completion of
the project
Milestone 4: Project
closure completion
Figure 1: Work Breakdown Structure for the relocation project
(Source: created by author)

6PROJECT INITIATION, PLANNING AND EXECUTION
3. Milestone plan (Refer to appendix 1)
For this specific project four different milestones are considered according to that the
project starts with project initiation and completed in project completion until the transfer session
completed. The total time estimated for the project is 55 days and the initial estimated budget is
14,691. However after analyzing the current condition of the project some days are added to it
for much accurate completion and with the addition the total time that is estimated for the project
is 77 and therefore, the new cost that has been calculated is 14,907. This new amount is again
within the budget affordable by Jeff and Kelly.
The four milestones nominated for this project are elaborated in the Appendix 1 section
4. A list of tasks (refer to appendix 2)
In order to accomplish the Jeff and Kelly family final relocation project to Perth the
project is subdivided into small parts. Different resources are assigned to each of those project
activities. It is their responsibilities to complete the assigned activities within the estimated
budget and timeline.
5. A Gantt chart
As the total budget estimated for the project is maximum $15,000 therefore in this phase
the project budget is being estimated and designed. The below section shows the name of the
resources and cost estimated for each activity.
WBS Task Name Duration Resource Names Cost
0
Relocation of Family
to new location in
Perth
55 days $14,691.00

7PROJECT INITIATION, PLANNING AND EXECUTION
1 Project initiation
phase 14 days $1,949.00
1.1 Project budget
estimation 2 days Relocation cost[1] $5.00
1.2 Project schedule
preparation 2 days Project manager $144.00
1.3
Explaining to the
children about the
reason of relocation
1 day $0.00
1.4
Contact to the
current school of the
children
3 days $0.00
1.5 Locating new school
at Perth 2 days admission cost [1] $900.00
1.6
Locating nursing
stores and medical
stores near the location
5 days admission cost [1] $900.00
2 Project planning
phase 13 days $4,144.00
2.1 Taking family
medical records 1 day Medical cost [1] $900.00
2.2 Getting numbers of
reference doctors 2 days Medical cost [1] $900.00
2.3
Taking copy of the
vet records (for the dog:
Buddy)
3 days Medical cost [1] $900.00
2.4 Creating a packing
planning action 5 days packing cost[1] $1,300.00
2.5
Subdividing the
entire road activity to
Perth
2 days Project manager $144.00
3 Project execution
phase 21 days $7,410.00
3.1 Booking other
requirements 5 days Relocation cost[1] $5.00
3.2
Securing
comfortable traveling
arrangements
5 days travelling cost [1] $2,000.00
3.3 Collecting foods 2 days Food cost [1] $800.00
3.4 Conducting final
move to Perth 3 days travelling cost [1] $2,000.00
3.5 Taking all the
furniture 3 days packing cost[1] $1,300.00
3.6 Settle of furniture in 5 days packing cost[1],Relocation $1,305.00

8PROJECT INITIATION, PLANNING AND EXECUTION
new location cost[1]
4 Project closure phase 7 days $1,188.00
4.1 Project signoff 2 days Project manager $144.00
4.2 Admission of
children to new school 3 days admission cost [1] $900.00
4.3 Final completion of
the project 2 days Project manager $144.00
6. Adjustments make in the project schedule
After analyzing the entire project plan it is determined that for some of the activities the
estimated time is not sufficient therefore, additional time is assigned to some of the activities and
as a result the total budget has become 14,907 from 14,691. The changes done in this schedule
are also elaborated in this below section.
WBS Task Name Duration Resource Names Cost
0 Relocation of Family to
new location in Perth 74 days $14,907.00
1 Project initiation
phase 23 days $1,949.00
1.1 Project budget
estimation 2 days Relocation cost[1] $5.00
1.2 Project schedule
preparation 2 days Project manager $144.00
1.3
Explaining to the
children about the reason
of relocation
1 day $0.00
1.4 Contact to the current
school of the children 5 days $0.00
1.5 Locating new school
at Perth 6 days admission cost [1] $900.00
1.6
Locating nursing
stores and medical stores
near the location
8 days admission cost [1] $900.00
1.7
Milestone 1:
Completion of project
initiation phase
0 days $0.00

9PROJECT INITIATION, PLANNING AND EXECUTION
2 Project planning
phase 21 days $4,360.00
2.1 Taking family
medical records 3 days Medical cost [1] $900.00
2.2 Getting numbers of
reference doctors 2 days Medical cost [1] $900.00
2.3
Taking copy of the
vet records (for the dog:
Buddy)
5 days Medical cost [1] $900.00
2.4 Creating a packing
planning action 6 days packing cost[1] $1,300.00
2.5 Subdividing the entire
road activity to Perth 5 days Project manager $360.00
2.6
Milestone 2: Project
planning phase
completion
0 days $0.00
3 Project execution
phase 23 days $7,410.00
3.1 Booking other
requirements 5 days Relocation cost[1] $5.00
3.2 Securing comfortable
traveling arrangements 5 days travelling cost[1] $2,000.00
3.3 Collecting foods 3 days Food cost [1] $800.00
3.4 Conducting final
move to Perth 3 days travelling cost[1] $2,000.00
3.5 Taking all the
furniture 5 days packing cost[1] $1,300.00
3.6 Settle of furniture in
new location 5 days packing cost[1],Relocation
cost[1] $1,305.00
3.7
Milestone 3:
Completion of final move
to shift in Perth
0 days $0.00
4 Project closure phase 7 days $1,188.00
4.1 Project signoff 2 days Project manager $144.00
4.2 Admission of children
to new school 3 days admission cost [1] $900.00
4.3 Final completion of
the project 2 days Project manager $144.00
4.4 Milestone 4: Project
closure completion 0 days $0.00

10PROJECT INITIATION, PLANNING AND EXECUTION
7. Personal reflection
From the overall discussion it has been defined that, in order to manage and accomplish
the relocation project it is very much crucial for the project manager to identify the potential
risks at the very project initiation phase along with the budget and timeline. In order to avoid
overrunning cost and over allocation of time it is much important to complete the job within
assigned period only. Apart from this the travelling cost, food cost, packaging and admission
details are also needed to be realized by both Kelly and Jeff at the project initiation. The other
requirements that has to be followed for managing this project are contact with local medical
stores (for pets also).

11PROJECT INITIATION, PLANNING AND EXECUTION
References
Ahern, T., Leavy, B., and Byrne, P. J. 2014. Complex project management as complex problem
solving: A distributed knowledge management perspective. International Journal of Project
Management, 32(8), 1371-1381.
Cohen-Vogel, L., Tichnor-Wagner, A., Allen, D., Harrison, C., Kainz, K., Socol, A. R., and
Wang, Q. 2015. Implementing educational innovations at scale: Transforming researchers into
continuous improvement scientists. Educational Policy, 29(1), 257-277.
Conforto, E. C., Salum, F., Amaral, D. C., da Silva, S. L., and de Almeida, L. F. M. 2014. Can
agile project management be adopted by industries other than software development?. Project
Management Journal, 45(3), 21-34.
Conger, S. 2015. Six sigma and business process management. In Handbook on Business
Process Management 1 (pp. 127-146). Springer, Berlin, Heidelberg.
First, M. B. 2016. Adopting a continuous improvement model for future DSM revisions. World
Psychiatry, 15(3), 223-224.
Heldman, K. 2015. PMP project management professional exam deluxe study guide: updated for
the 2015 Exam. John Wiley and Sons.
Hornstein, H. A. 2015. The integration of project management and organizational change
management is now a necessity. International Journal of Project Management, 33(2), 291-298.

12PROJECT INITIATION, PLANNING AND EXECUTION
Joslin, R., and Müller, R. 2015. Relationships between a project management methodology and
project success in different project governance contexts. International Journal of Project
Management, 33(6), 1377-1392.
Marcelino-Sádaba, S., Pérez-Ezcurdia, A., Lazcano, A. M. E., and Villanueva, P. 2014. Project
risk management methodology for small firms. International Journal of Project
Management, 32(2), 327-340.
Mir, F. A., and Pinnington, A. H. 2014. Exploring the value of project management: linking
project management performance and project success. International journal of project
management, 32(2), 202-217.
Sanchez, M. A. 2015. Integrating sustainability issues into project management. Journal of
Cleaner Production, 96, 319-330.
Todorovic, M. L., Petrović, D. Č., Mihic, M. M., Obradovic, V. L., and Bushuyev, S. D. 2015.
Project success analysis framework: A knowledge-based approach in project
management. International Journal of Project Management, 33(4), 772-783.

13PROJECT INITIATION, PLANNING AND EXECUTION
Appendices
Appendix 1: Milestone plan
WBS Task Name Duration Start Finish Predecessors Resource
Names Cost
0
Relocation of
Family to new
location in
Perth
55 days Tue
7/10/18
Mon
9/24/18 $14,691.00
2
Milestone 1:
Completion of
project
initiation phase
0 days Fri
7/27/18
Fri
7/27/18 7 $0.00
4
Milestone 2:
Project planning
phase
completion
0 days Wed
8/15/18
Wed
8/15/18 14 $0.00
6
Milestone 3:
Completion of
final move to
shift in Perth
0 days Thu
9/13/18
Thu
9/13/18 22 $0.00
8
Milestone 4:
Project closure
completion
0 days Mon
9/24/18
Mon
9/24/18 27 $0.00
Appendix 2: A list of tasks
WBS Task Name Duration Start Finish Resource Names Cost
0
Relocation of
Family to new
location in Perth
55 days Tue
7/10/18
Mon
9/24/18 $14,691.00
1 Project
initiation phase 14 days Tue
7/10/18
Fri
7/27/18 $1,949.00
1.1 Project budget
estimation 2 days Tue
7/10/18
Wed
7/11/18 Relocation cost[1] $5.00
1.2
Project
schedule
preparation
2 days Thu
7/12/18
Fri
7/13/18 Project manager $144.00
1.3 Explaining to 1 day Mon Mon $0.00

14PROJECT INITIATION, PLANNING AND EXECUTION
the children about
the reason of
relocation
7/16/18 7/16/18
1.4
Contact to the
current school of
the children
3 days Mon
7/16/18
Wed
7/18/18 $0.00
1.5 Locating new
school at Perth 2 days Thu
7/19/18
Fri
7/20/18 admission cost [1] $900.00
1.6
Locating
nursing stores and
medical stores
near the location
5 days Mon
7/23/18
Fri
7/27/18 admission cost [1] $900.00
2 Project
planning phase 13 days Mon
7/30/18
Wed
8/15/18 $4,144.00
2.1 Taking family
medical records 1 day Mon
7/30/18
Mon
7/30/18 Medical cost [1] $900.00
2.2
Getting
numbers of
reference doctors
2 days Tue
7/31/18
Wed
8/1/18 Medical cost [1] $900.00
2.3
Taking copy
of the vet records
(for the dog:
Buddy)
3 days Thu
8/2/18
Mon
8/6/18 Medical cost [1] $900.00
2.4
Creating a
packing planning
action
5 days Tue 8/7/18 Mon
8/13/18 packing cost[1] $1,300.00
2.5
Subdividing
the entire road
activity to Perth
2 days Tue
8/14/18
Wed
8/15/18 Project manager $144.00
3 Project
execution phase 21 days Thu
8/16/18
Thu
9/13/18 $7,410.00
3.1 Booking other
requirements 5 days Thu
8/16/18
Wed
8/22/18 Relocation cost[1] $5.00
3.2
Securing
comfortable
traveling
arrangements
5 days Thu
8/23/18
Wed
8/29/18 travelling cost [1] $2,000.00
3.3 Collecting
foods 2 days Thu
8/30/18
Fri
8/31/18 Food cost [1] $800.00
3.4
Conducting
final move to
Perth
3 days Thu
8/30/18
Mon
9/3/18 travelling cost [1] $2,000.00
3.5 Taking all the
furniture 3 days Tue 9/4/18 Thu 9/6/18 packing cost[1] $1,300.00

15PROJECT INITIATION, PLANNING AND EXECUTION
3.6
Settle of
furniture in new
location
5 days Fri 9/7/18 Thu
9/13/18
packing
cost[1],Relocation
cost[1]
$1,305.00
4 Project closure
phase 7 days Fri
9/14/18
Mon
9/24/18 $1,188.00
4.1 Project signoff 2 days Fri
9/14/18
Mon
9/17/18 Project manager $144.00
4.2
Admission of
children to new
school
3 days Tue
9/18/18
Thu
9/20/18 admission cost [1] $900.00
4.3
Final
completion of the
project
2 days Fri
9/21/18
Mon
9/24/18 Project manager $144.00
Appendix 3: A Gantt chart
Figure 2: Gantt chart of the relocation project

16PROJECT INITIATION, PLANNING AND EXECUTION
(Source: Created by author)
Figure 3: Updated Gantt chart of the relocation project
(Source: Created by author)