PM PRACTICAL ASSESSMENT
S U B M I T T E D
B Y
T R I Z I A
A N N
T .
M A G A L I N O
CONTENT
I.
DATA GATHERING GUIDE
II.
PROJECT CHARTER
III. TOP LINE GANTT CHART
I . D ATA G AT H E R I N G G U I D E
DEFINING AND SCOPING THE PROJECT
• The first thing I would do as the assigned Project Lead for National Bookstore is to discuss with the
client (or with the person(s) who assigned the project to me/my manager) the following:
1.
What would be the scope and focus of this project
2.
From when and by when will be the duration of the project
3.
How much is the budget for the project
4.
Who will be working with me on this project and to whom will I/we be reporting it to
• The second thing I would do is to create a plan from the discussion using a Gantt Chart to assess how
feasible is the plan given the scope, timeline, and resources.
• The third thing I would do once I am ready to present my plan is to call for another meeting to clarify
and make sure that every input from the last discussion was considered and then come to an
agreement whether the project is a go, no, and what should be modified if any.
II. PROJECT CHARTER
A S S U M P T I O N :
I T W A S C L A R I F I E D T H A T M Y F O C U S I S T O P R E P A R E F O R T H E L A U N C H
T H E “ N A T I O N A L B O O K S T O R E W I N S B A C K T O S C H O O L ” S E A S O N
O F
PROJECT OVERVIEW
PROJECT NAME
National Bookstore Wins Back to School Season “NBS Wins B2S”
PROBLEM
STATEMENT
National Bookstore declined in sales by 20% with low foot traffic due to
internal and external factors that contribute to overall poor experience
at NBS both for employees and customers.
PROJECT PURPOSE
Given the different and multi-layered challenges NBS faces, it needs to
seize the Back-To-School Season which starts at the month of May and
ends by August.
This project aims to assure that the B2S season would be a success for
NBS by exposing, addressing, and mitigating the issues that may be
prohibiting.
PROJECT SCOPE
WITHIN THE PROJECT 1. Reviewing profitability and setting volume and revenue targets.
2. Identifying the optimal product mix and its overall feasibility in terms
of saleability, budget and space requirements.
3. Crafting and executing of strategic and tactical plans.
OUTSIDE THE
PROJECT
1. People and Leadership Development
2. Process Audit (Store Experience Guidelines Review, SAP efficiency
review, etc)
3. Org Chart Structuring and/or Talent Sourcing
EXPECTED
DELIVERABLE
Project Management for NBS WINS B2S which includes the plan (in a
Gantt Chart), coordination and monitoring of deliverables, timelines,
and budgets.
PROJECT CLIENT
SPONSOR
NATIONAL BOOKSTORE
MANAGEMENT POC
TBC
CUSTOMER
THE MANAGEMENT/EXEC TEAM
STAKEHOLDERS
•
•
•
•
•
•
THE MANAGEMENT/EXEC TEAM
SALES AND MARKETING
PROCUREMENT
WAREHOUSE
LOGISTICS
FINANCE
P R OJ E C T ACCO U N TA B I L I TY C H A RT
KEY MILESTONES
MILESTONE 1: SET THE
VOLUME AND REVENUE
TARGET FOR 2020
MILESTONE 2: REVIEW
OVERALL FEASIBILITY
OF PRODUCT MIX
TASKS
POINT OF CONTACT
Review current profitability
Exec/Management
Set revenue target
Exec/Management
Identify product mix with volume and
revenue projections
Exec/Management with Sales and
Marketing
Check each of the product’s inventory
and set order requirements based on
forecast
Procurement and Warehouse
Check financing required to afford
order requirement
Finance
Check warehouse/store space required Procurement and Warehouse
to accommodate delivery of PO
MILESTONE 3:
EXECUTION
Order the products
Procurement and Finance
Craft and execute IMC plan
Marketing
Monitor delivery, warehousing, and
distribution of products
Procurement, Warehouse, Logistics
III. GANTT CHART
NBS WINS B2S TOP LINE GANTT CHART
THANK YOU!
T R I Z I A
A N N
T.
M A G A L I N O,
M B A
T M A G A L I N O @ A I M . E D U
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