Undertaking Project Work: Max Lionel Reality Business Plan Project

This document presents a comprehensive project plan for Max Lionel Reality, a company aiming to improve its customer base and overall business profit. The plan includes a project brief outlining the purpose, background, and strategic context, emphasizing the importance of ethical and legal obligations. It details the project scope, defining in-scope and out-of-scope elements, assumptions, and constraints. A stakeholder analysis identifies key individuals and their impact on the project. The communication plan outlines the frequency and methods of communication among project stakeholders. Roles and responsibilities are clearly defined, and a project snapshot summarizes key aspects, including deliverables, stakeholders, resources, risks, and success criteria. The document also includes a bibliography of relevant resources.

Project Planning
Templates
BSBPMG522 Undertake project
work

BSBPMG522A Undertake project work Project Planning Templates
Table of Contents
1.1 – Initiation and scope........................................................................1
Project brief........................................................................................ 1
Project scope document.........................................................................2
Stakeholder analysis..............................................................................3
Communication plan (example)................................................................4
Roles and responsibilities.......................................................................5
Project snapshot.................................................................................. 6

BSBPMG522A Undertake project work Project Planning Templates
1.1 – Initiation and scope
Project brief
Project purpose and rationale
This project’s purpose is to establish good will for the customers to satisfy the
political, ethical and legal obligation in respect to work safety, anti discrimination
and health as well followed standard code of conduct. The actions must fulfil and
promote high standard in professional conducts. The clients are needed to be
individually informed for achieving client and employee requirements.
Project title
Business plan for Max Lionel Reality
Project purpose
Max Lionel Reality Company is interested to improve their customer base by
creating a good relationship with the customers to improve the overall business
profit. The company would be able to earn competitive advantages and
commercial growth as well. Both data management and ethical work prcatices
will be successfully operated with this application. The chances of error that may
occur while managing data will be reduced. The clients can behave much
professionally in the ethical environment.
Background and strategic context
Max Lionel Reality has developed in the year of 2008 by Max Lionel. The company
has approximately100 employees and from them around 80 employees are
licensed real estate agents. In order to engage many agents the company has
different strategies. The agents of the company manage the property sales and
rental activities when the clients are found not available. The company has
successfully followed the REIV code of conduct. The mission of the company is to
achieve highest commercial returns for the clients. Apart from that, the company
is also focused to deliver good client experiences that none other similar
companies provide. The company keeps themselves engaged in land and
property development activities. The aim of the company is to keep itself engaged
to customers and clients for building global reputation and integrity as well. The
company should support the innovative management and leadership skills and the
overall business ideologies as well. The aim of the company is to make it a high
performing as well as high profitable organization.
Priority
Due to certain operational and functional issues, Max Lionel Reality has planned to
implement a new administrative management system to manage the
administrative activities. Another priority of the company is to complete the
project within 8 months, after immediate initiation of the project plan.
Related projects
The related projects considered for the project are as follows:
 Customer retention project

BSBPMG522A Undertake project work Project Planning Templates
 Long term sustainable project
 Advanced skill improvement program
Project client/owner
Max Lionel Reality
Project sponsor
Max Lionel
Project manager
The person who is responsible for monitoring and controlling the progress of the
project is John Miller.
Project status
The project is till date competed by 25%. In order to complete the project on time
and deadline the different processes those have already been made include risk
management plan, communication and stakeholder management plan. It is
assumed that the project should be completed in the budget of $15000.
Special provisions
Code of prcatices, REIV code of conduct, anti discrimination legislation and ethical
principles
Project approvals
John Miller Max Lionel
Project Manager Project Sponsor
Max Lionel NA
Project Client/Owner Other
Project Title: Business plan for Max
Lionel Realty
Project Client:
Max Lionel
Date:
20/01/2020
Version: 1.0
Project
Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: Initiation and
scope
Page x
of y

BSBPMG522A Undertake project work Project Planning Templates
Project scope document
In Scope Out of scope
(exclusions)
Assumptions Constraints
The main
scope of the
project is to
conduct
effective
program plan
in terms of an
administrative
plan to
promote Legal,
anti
discrimination
and ethical
code of
conduct. The
administrative
management
system will
help to operate
all the
functional and
operational
activities
successfully.
The issues of
land and
property
development
will also get
reduced with
this project.
The other
scope of the
company is to
establish MLR
as a brand
followed by
highest ethical
standards to
achieve high
commercial
Return on
Advanced
stakeholder
management plan is
implemented but
how to motivate
them and keep
them engaged for
long run is not part
of the project scope.
Not only this but
also the frequency
of change of the
legal and ethical
obligations are not
included in the
project scope
It is assumed that,
the project will be
completed in 6
months in the
budget of $15,000.
If the measures are
all properly
adopted then
ethical, legal and
administrative
standard
maintenance for
Max Lionel will
become easier.
budget- $15000
time- 8 months
scope- Scope of
the project is to
develop an
administrative
system to
manage land and
property
development
activities.

BSBPMG522A Undertake project work Project Planning Templates
Investment
(ROI).
Project Title: Business plan
development for Max Lionel
Reality
Project Client:
Max Lionel
Date:
20/01/2020
Version: 1.0
Project
Sponsor: Max
Lionel
Project
Manager:
John Miller
File Name: Scope
Document
Page x
of y

BSBPMG522A Undertake project work Project Planning Templates
Stakeholder analysis
Name Work area Stakeholder
type (client,
end-user)
Impact on/by
project,
requirements,
success criteria
Riz Mehra Chief financial
officer
end user manage the financial
structure of the project
John Miller Project supervisor end user manage the project
progress by controlling
and monitoring
Kim Sweeney Genera operation
manager
end user check whether all the
operations are running
well or not
Les Goodale
Human resource
manager
end user manage the assigned
human resources to the
project
Sam Lee
residential reality
manager
Client manage the land and
property development
activities
Pat Misfud
Commercial
reality manager
Client make sure that the
reality agents an bring
commercial profit
Peter Mitchell
Investment
manager
end user The role of the
investment manager is
to check whether timely
commercial investments
are done for sponsorship
or not
Project Title: Legal and ethical obligation
program development for Max Lionel
Reality
Project Client: Max
Lionel Reality
Date: 20/1/2020
Version:1.0
Project Sponsor:
Max Lionel
Project Manager:
John Miller
File Name: Stakeholder
analysis file
Page x of
y

BSBPMG522A Undertake project work Project Planning Templates
Communication plan
What Who Purpose When/
frequency
Type/
methods
Meeting
and face
to face
discussio
n will be
conducte
d on
ethical
and legal
obligatio
ns
Project
manager,
general
operation
manager and
commercial
reality manager
The purpose of
this
communication
plan is to let all
the project team
associates know
about the
current status of
the project and
also how they
can maintain
the standards of
REIV code of
conduct and
legal obligations
Monthly Face to face
meeting,
conference,
email and
presentation
Regardin
g how
the
project
budget
$15000
will be
distribut
ed
among
the
different
activities
Chief finance
manager,
general
operation
manager and
commercial
reality manager
and investment
manager
Conduct
discussion on
details project
feasibility report
Monthly Face to face
meeting, email
and
presentation
Discussio
n on
detail
project
timeline
and time
distributi
on for
different
activities
Project
manager,
general
operation
manager and
human resource
manager
In this meeting
how time is
distributed for
different
activities will be
discussed
Monthly Face to face
meeting, email,
presentation
and conference

BSBPMG522A Undertake project work Project Planning Templates
What Who Purpose When/
frequency
Type/
methods
Discussio
n on
detail
human
and
physical
resource
allocatio
n
Project
manager,
general
operation
manager and
human resource
manager
Based on skills,
previous
knowledge and
experiences
how resources
are distributed
among the
activities are
distributed will
be discussed
Monthly Face to face
meeting, email
and conference
Discussio
n on
what
specific
changes
are
required
to
improve
the
project
and
whether
the
progress
is
meeting
the
status
set at
the early
stage
Project
manager,
general
operation
manager and
investment
manager
Purpose is to
identify the
current status
and possible
changes can be
incorporated to
improve the
scenario
Weekly Face to face
meeting, email
and conference.
Project Title: New program
development for MAAX Lionel Reality
Project Client:
Max Lionel Reality
Date: 20/1/2020
Version: 1.0
Project Sponsor:
Max Lionel
Project
Manager: John
Miller
File Name:
Communication plan
Page x
of y

BSBPMG522A Undertake project work Project Planning Templates
Roles and responsibilities
Role Name/s Responsibilities Signature/s
(if required)
Chief financial officer Riz Mehra Responsibility of the
chief financial
manager is to develop
the finance structure
in such a way so that
it can gain a huge turn
over profit within
coming years
R. Mehra
Managing the project John Miller Duty is to manage the
new program’s
progress with proper
monitoring and control
strategies
J. Miller
General operation manager Kim
Sweeney
Responsible to check
whether the new
program is operating
properly or not by
maintaining the
standards
K. Sweeney
Human resource department
Les Goodale
Responsible to
manage human
resources and
resource allocation
activities
L.Goodale
Residential reality
management Sam Lee
Responsible to design
property and land
development plan
S. Lee
Commercial reality
management Pat Misfud
Duty is to manage the
commercial reality of
the project
considering different
possible activities
P. Misfud

BSBPMG522A Undertake project work Project Planning Templates
Investment
management Peter
Mitchell
The role of the
Investment manager
is no more different
than the project
sponsor. His duty is to
investment accurate
amount of capital
needed to conduct
specific operation and
activities
P. Mitchell
Project Title: Business plan
development for the Ma Lionel
Reality
Project Client:
Max Lionel
Reality
Date: 20/1/2020
Version: 1.0
Project
Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: Roles and
responsibilities of the
project associates
Page x
of y

BSBPMG522A Undertake project work Project Planning Templates
Project snapshot
Project snapshot
Name of project: Execution of new program maintaining Legal and
ethical obligations for Max Lionel Reality
Project purpose:
The goals of the project are to establish customer goodwill by satisfying
different legal and ethical obligations following REIV code of conducts. These
standards are needed to be developed with respect to WHS as well as anti
discrimination legislations. Both the employees and clients will get to know
about the company commitments towards their tenants. Apart from that, the
agents will also get to know about the ways through which customer goodwill
can be improved along with business revenue.
Deliverables with timeframes
The project has to be delivered within
8 months
Stakeholders
The key stakeholders of the project
are-
Chief financial officer
Project manager
General operation manager
Human resource manager
residential reality manager
Commercial reality manager
Investment manager
Resources
Physical resource- Cash flow details,
software, hardware and
Human resource- project manager,
General operation manager,
Human resource manager,
residential reality manager,
commercial reality manager and
Investment manager
 Risks
overrunning budget
 over allocation of resources
 lack of expertise and knowledge
 over looking some important
legal and ethical standards
 Lack of communication
Interdependencies
Interface of the administrative system
or new program that has been
developed and experience of the
Success criteria
In order to realize that the project is
successful the project manager and
team associates should complete the
project in 8 months in the budget of