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Meets or
Exceeds
Mostly Meets Approaches
Does Not
Meet
Expectations
Name, address and
purpose of organization
3.96
(11.00%)
Provides the
name and
address of the
organization.
Details a clear
description of
the purpose
of the
organization.
2.97
(8.25%)
Provides the
name of the
organization
and describes
the purpose
of the
organization.
1.98 (5.50%)
Provides the
name of
organization and
vaguely
describes the
purpose of the
organization.
0.99
Did not
identify the
name, address
and/or
purpose of the
organization.
Population served
a. Type of patients served
b. Type of health care
concerns
3.96
(11.00%)
Shows an
excellent
understanding
of the
population
served at this
organization.
3.0096
(8.36%)
Presents a
satisfactory
understanding
of the
population
served at this
organization.
1.98 (5.50%)
Presents an
unclear
understanding
of the
population
served at this
organization.
0.99
Did not discuss
the population
served.
Professional services 3.96
(11.00%)
3.0096
(8.36%)
1.98 (5.50%)
Minimally
0.99
Did not
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(11.00%)
Identi!es
professional
services
available in
this setting
(8.36%)
Brie"y
identi!es
professional
services
available at
this setting
Minimally
identi!es/alludes
to professional
services
available at this
setting.
Did not
identify any
professional
services
Geographical/environmental
issues
a. Facility
b. Physical layout
c. Accessibility
d. Transportation issues
3.96
(11.00%)
Details a
complete
analysis of
geographical
and
environmental
issues of the
organization.
3.0096
(8.36%)
Brie"y
explains
geographical
and
environmental
issues of the
organization.
1.98 (5.50%)
Minimally
explains issues
included in the
geographical
and
environmental
issues.
0.99
Did not
address the
geographical
and
environmental
issues.
Social ...
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A rubric lists grading criteria that instructors use to evaluate
student work. Your instructor linked a rubric to this
item and made it available to you. Select Grid View or List
View to change the rubric's layout.
Meets or
Exceeds
Mostly Meets Approaches
Does Not
Meet
Expectations
Name, address and
purpose of organization
3.96
(11.00%)
Provides the
name and
address of the
2. organization.
Details a clear
description of
the purpose
of the
organization.
2.97
(8.25%)
Provides the
name of the
organization
and describes
the purpose
of the
organization.
1.98 (5.50%)
Provides the
name of
organization and
vaguely
describes the
purpose of the
organization.
0.99
Did not
identify the
name, address
and/or
purpose of the
organization.
Population served
3. a. Type of patients served
b. Type of health care
concerns
3.96
(11.00%)
Shows an
excellent
understanding
of the
population
served at this
organization.
3.0096
(8.36%)
Presents a
satisfactory
understanding
of the
population
served at this
organization.
1.98 (5.50%)
Presents an
unclear
understanding
of the
population
served at this
organization.
0.99
4. Did not discuss
the population
served.
Professional services 3.96
(11.00%)
3.0096
(8.36%)
1.98 (5.50%)
Minimally
0.99
Did not
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6. a. Facility
b. Physical layout
c. Accessibility
d. Transportation issues
3.96
(11.00%)
Details a
complete
analysis of
geographical
and
environmental
issues of the
organization.
3.0096
(8.36%)
Brie"y
explains
geographical
and
environmental
issues of the
organization.
1.98 (5.50%)
Minimally
explains issues
included in the
geographical
and
environmental
issues.
7. 0.99
Did not
address the
geographical
and
environmental
issues.
Social issues of the
population
3.96
(11.00%)
Insightfully
details and
discusses
social issues
of the
population.
3.0096
(8.36%)
Brie"y
discusses
social issues
of the
population
1.98 (5.50%)
Vaguely
discusses social
issues of the
population
8. 0.99
Did not discuss
the social
issues of the
population.
Organization’s
internal and external means
of
communication
3.96
(11.00%)
Discusses with
detail the
ways the
organization
communicates
internally and
with the
community.
3.0096
(8.36%)
Brie"y
discusses
ways the
organization
communicates
internally and
with the
community
9. 1.98 (5.50%)
Vaguely
discusses
/alludes to ways
the organization
communicates
internally and
with the
community.
0.99
Did not discuss
how the
organization
communicates.
Activities during the
community experience
3.96
(11.00%)
Discusses with
detail the
activities
3.0096
(8.36%)
Brie"y
discusses
activities
1.98 (5.50%)
Vaguely
discusses
10. /alludes to
activities
0.99
Did not discuss
activities
experienced
during the
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activities
experienced
during the
community
experience.
activities
experienced
during the
community
experience.
activities
experienced
during the
community
experience.
11. during the
community
experience.
Programs or changes to
better serve the community
3.96
(11.00%)
Analyzes what
program
changes might
better serve
the
community.
3.0096
(8.36%)
Brie"y
discusses
possible
program
changes that
might better
serve the
community.
1.98 (5.50%)
Minimally
discusses
program
changes that
might better
12. serve the
community.
0.99
Did not discuss
any program
changes.
APA format 4.32
(12.00%)
Follows the
APA format
without APA
violations,
grammar and
spelling
errors.
3.2832
(9.12%)
Follows the
APA format
with few APA
violations,
grammar and
spelling
errors.
2.16 (6.00%)
Minimally
follows the APA
format but has
multiple
violations,
20. Concept Phase –
What?
Class charity golf tournament
Why?
To raise money for the marketing scholarship fund
Project Definition –
Budget, tentative schedule, organizing key personnel, resources
needed
Project Definition –
(cont.)
No budget was definitively given to the class
This is a charity golf tournament where we are focused on
getting sponsorships and in-kind donations.
Budget
21. Project Definition – (cont.)April
2019Sun.Mon.Tues.Wed.Thu.Fri.Sat.1234567891011121314151
61718192021222324252627282930
Tentative Schedule
First day of class: April 2nd
Lead speeches and voting: April 9th and 11th
Overall and team lead results: April 16th
Team selection: April 16th
Venue and date discussion/selection: April 18th - (est.) April
30th
Project Definition – (cont.)
Tentative Schedule
May
2019Sun.Mon.Tues.Wed.Thu.Fri.Sat.1234567891011121314151
6171819202122232425262728293031
Sales, sponsorships, and in-kind donation searching: April 16th
– May27th
Golf tournament day: May 31st
Final presentations (reviews and suggestions for improvements):
June 13th
22. Project Definition – (cont.)
Students interested in running for an overall or team lead had
the opportunity to give a speech to the class on why they should
be elected along with a leadership statement.
Once the statements were given and statements were distributed,
the MKTG 550 class voted on their leadership team.
Leadership results:
Overall project: Jair Magallan & Claudia Palomera
Sales: Arturo Terrazas
Sponsorship: Jasmine Ramirez
Integrated marketing communications (IMC): Aaron Williams
Operations : Rachel Cain
Finance: Young Min Joo
Project supervisor: Professor Dr. Haakon Brown
My team: Operation Team
Rachel Cain
Kathya Nolasco
Amber Rodriguez
Micah Diaz
Trevan Estrallado
Charlotte Mahone
Organizing key personnel
Project Definition –
(cont.)
23. Support from school departments and organizations
Promotional and marketing tools using print material and social
media platforms
Resources needed
Planning Phase –
Identify activities and deadlines
Planning Phase
The 12th Annual Spring Classic Golf Tournament is a golf game
that is held at Dos Lagos Golf Course in Corona, CA. The game
will be a traditional 18-hole game and will have a scramble
start.
Along with the golf, the operations team will create mini games
at various holes.
Hole #9: Hit the Filing Cabinet
1:00 p.m. – 6:00 p.m.
Or until the filing cabinet is hit by a player’s golf ball
1st shift: (1:00 p.m. – 3:30 p.m.) Esteban Rosas & Juan
Graciano
2nd shift: (3:30 p.m. – 6:00 p.m.) Brandon & Micah Diaz
Hole #12: Longest Drive
1:00 p.m. – 6:00 p.m.
1st shift: (1:00 p.m. – 3:30 p.m.) Kevin Babbit & Johnny
2nd shift: (3:30 p.m. – 6:00 p.m.) Natalie & Jasmine Ramirez
24. Hole # 17: Closest to the Pin
1:00 p.m. – 6:00 p.m.
1st shift: (1:00 p.m. – 3:30 p.m.) Jorge & Archie
2nd shift: (3:30 p.m. – 6:00 p.m.) Trevan & Steven
Identifying Activities
Planning Phase
These mini games are sponsored by Dixon Golf and is to be
handled by Dixon members only. (All proceeds will go to our
scholarship fund)
Hole #10
Hole #15
Silent Auction
Arranged and executed by operations staff (Charlotte Mahone,
Amber Rodriguez, Micah Diaz, Trevan Estrallado, Kathya
Nolasco, & Rachel Cain)
Silent auction bidding opens: 11:00 a.m. during player
registration
Silent auction bidding closes: 7:30 p.m. after banquet
Silent auction winners announced: 7:40 p.m.
Identifying Activities (cont.)
Planning Phase
There was no set deadlines to sell golf tickets. Spots were
25. available to purchase at the golf course on the day of the event.
Sponsorships were taken all the way up until May 30th but May
27th was the deadline to receive signage with a sponsorship.
Deadlines (cont.)
Performance Phase –
The operations team was in charge of assigning people into
their positions throughout the day.
The next slide will show positions and shifts for the duration of
the golf tournament.
Performance Phase –
(cont.)
Pictured: MKTG 550 class getting ready for the tournament.
Performance Phase
26. Detailed job times and positions
(pt. 1 of 2)
Performance Phase
Detailed job times and positions
(pt. 2 of 2)
Performance Phase
Left: Golfers arriving and registering to receive their golfing
shirtsand goodie bags.
Right: A small glimpse of what we had to offer for the silent
auction items.
Performance Phase
More photos of tournament day.
27. Postcompletion Phase
After calculating revenue from tickets sold and silent auction
items, this event raised $5,788.10 for the Sports &
Entertainment Marketing Scholarship Fund.
Postcompletion Phase
June 12th consisted of each group leader and team members
going over:
What were the team goals and were they completed?
Problems encountered
Key Takeaways
Suggestions for future class members for a better event
(cont.)
29. Running head: concept, project, planning, performance, and
completion
concept, project, planning, performance, and completion
Project Presentation Essay
Jesus Ayala-Aguilera
California State University San BernardinoAuthor Note
This paper was written for Professor Medina’s SCM 304 class
for the Spring of 2020
Table of Contents
Abstract 3
Project Presentation Essay 4
Concept Phase 4
Project Definition Phase 5
Planning Phase 6
Performance Phase 7
Post Completion Phase 8
References 9
Abstract
I decided that the broad definition of my final project is going
to be the “Coachella Valley High School Class of 2020
Graduation.” The reason being, is because when I graduated
from Coachella Valley High School in 2017, I had a very small
but significant role, in terms of handing out caps and gowns,
which students needed for the commencement ceremony.
However, after taking this class, I finally started to think who
and how made the “Coachella Valley High School of 2017
Graduation” possible. So, after reading chapter 14 in our
textbook, managing projects, I had a good idea of what a project
manager is and what they do. So, I decided that all of the funds
30. for the key resources are going to come from people,
specifically CVHS students, friends, and family. The reason
being, is because CVHS students need a cap and gown inside of
the organization, so that money is going to be used for the
Indian Wells Tennis Garden, where the commencement
ceremony will be taking place. Also, CVHS friends and family
are going to want to buy a gift/present for their son/daughter,
because graduation is very important, and I am going to use the
money for the flow of goods, like food, drinks, and deserts.
Keywords: Coachella, Valley, High, School, Class, of, 2020,
and Graduation.
Project Presentation EssayConcept Phase
First of all, in the concept phase, project managers basically
start off by coming up with a broad definition of what the final
project is going to be about, and what the course & scope of the
final project is going to look like. For example, a project
manager might explain their project as being the “start of a new
and improved online degree program in San Bernardino.” Next,
after the project has been broadly defined, project managers try
to allocate key resources, budget requirements, and time
considerations. So, key resources include things like initial
budget estimates, estimates of personnel needed, and required
completion dates. With all of this in mind, I decided that the
broad definition of my final project is going to be the
“Coachella Valley High School Class of 2020 Graduation.”
Plus, the course and scope of the final project is going to be a
partnership between Coachella Valley High School and the
Indian Wells Tennis Garden.
Moving along, now that the final project has been defined and
named, I, the project manager, am going to be key resources,
budget requirements, and time considerations. So, key resources
include the flow of goods like food, drinks, and dessert from
restaurants. Budget requirements include funds with the rate of
spending being about $40,000 and the income required being
about $45,000 to meet the budget forecast. Time considerations
31. include the information to rent the Indian Wells Tennis Garden
before June 1, 2020, which is when the commencement
ceremony is going to take place. On top of that, key outputs
include initial budget estimates, estimates of personnel, and
required completion date. So, the initial budget estimate was
$50,000. The estimate of personnel includes people like the
CVHS principal, teachers, faculty, and staff, plus IWTG owner
and police department. Finally, the required completion date is
to place an order for June 1, 2020, which is when the
commencement ceremony is going to take place. Project
Definition Phase
Second of all, in the project definition phase, if and only if the
project manager thinks that the final project is an attainable
goal, then he or she continues on to the project definition phase.
To which, the project definition phase basically has more
characteristics than the concept phase. The reason being, is
because the project definition phase defines how the project
manager is going to accomplish the work, how to organize for
the project, key personnel to support the project, key resources
to support the project, tentative schedule, and tentative budget
requirements. With all of this in mind, since the project
definition phase builds on top of the concept phase, I, the
project manager decided how the work is going to be
accomplished, which is by choosing the key personnel required
to finish the final project. What I mean by this, is that for
example, Coachella Valley local restaurant owners are going to
produce/deliver the food, drinks, and deserts, like burritos,
lattes, and popsicles to the Indian Wells Tennis Garden on June
1, 2020, which is when the commencement ceremony is going to
take place. The final project is going to be arranged by choosing
the key resources required to finish the final project. The reason
being, is because the Indian Wells police department and the
Coachella police department are going to pledge external and
internal protection from harm/danger at the Indian Wells Tennis
Garden. Moving along, the tentative schedule includes the
location, the place is the Indian Wells Tennis Garden, the day is
32. Monday, the date is June 1, 2020, the start time is 7:00 PM, the
end time is 8:00 PM, the stadium is stadium number one, and
the venue is venue number one, which provides greater detail
than the concept phase, because CVHS friends and family will
arrive promptly at the IWTG at 6:00 PM. The tentative budget
requirements include the income from the caps, gowns, sashes,
year books, class rings, photos, gifts, presents, and extra tickets
to be more than the expenses from the Indian Wells Tennis
Garden and Restaurants, which also provides greater detail than
the concept phase, because total income minus total expenses
equals a positive number and not a negative number. Planning
Phase
Third of all, the planning phase basically requires the project
manager to prepare detailed plans that define activities, time
targets, budget targets, and the key resources needed to
complete each task. On top of that, the planning phase also
involves the organization that is going to help the project
manager finish the final project. Project managers sometimes
create groups/teams to execute daily tasks. So, this means that
the planning phase is important, because there is a strong
correlation with effective planning and successful outcomes.
With all of this in mind, I, the project manager, came up with
the necessary procedures needed to identify activities, time
targets, budget targets, and resources needed to complete each
task. So, the activities basically include at what time the CVHS
students, friends, family principal, teachers, faculty, staff, and
police departments will promptly arrive at the IWTG, be let in,
and be let out. For example, CVHS students will promptly
arrive at 3:30 PM, be let in the venue at 4:00 PM, eat food,
drinks, and desert at 4:30 PM, be let in the stadium at 7:00 PM,
and be let out at 8:00 PM. The time targets basically include the
task deadlines, like making sure the required completion dates
are ready for June 1, 2020, which is when the commencement
ceremony is going to take place, by the earliest May 25, 2020 at
8:00 AM and the latest May 29, 2020 at 8:00 PM. For example,
place an order for 300 burritos four to three weeks before June
33. 1, 2020, place an order for 300 lattes three to two weeks before
June 1, 2020, and place order for 300 popsicles two to one
weeks/week before June 1, 2020. The budget targets basically
include the maximum of money I can spend on the Indian Wells
Tennis Garden, food, drinks, and deserts. For example, I have a
maximum budget of $30,000 and a minimum budget of $20,000
for the organization, which is the Indian Wells Tennis Garden,
and the organization cost $25,000. Finally, the resources needed
to complete each task includes the location layout, which
includes the first box through the seventh box. For example,
stadium one also has a prime loge seat box, which is where the
CVHS friends and family of CVHS students who are graduating
in white caps and gowns are going to find their assigned seats
and includes a wheelchair are for people with disabilities.
Performance Phase
Fourth of all, in the performance phase, the project manager and
the organization basically begin to execute the final project. So,
all of the inputs from the concept phase, project definition
phase, and the planning phase turn to outputs in the
performance phase. In other words, either the costs will
outweigh the benefits, which is bad, or the benefits will
outweigh the costs, which is good. Moving along, project
managers are important, because they are going to be directing
the work effort and ensuring that milestones are met. With all of
this in mind, I, the project manager and the organization, the
Indian Wells Tennis garden, will begin to execute the project
plan by turning all of the inputs from the concept phase, project
definition phase, and the planning phase into outputs, in terms
of how key resources are going to flow, like goods, funds, and
people. For example, there is 300 key personnel and there are
300 burritos, 300 lattes, and 300 popsicles, one for each of
them, which is going show how the value of the previous phases
and how my effective planning is going to increase probability,
because the initial actual budget estimate for food, drinks, and
desert was $6,000 the total income was $7,000. Finally, I am
also going to be playing another important role in the
34. performance phase, because I will begin to direct the work
effort and ensure performance, which includes the event flow
chart. For example, CVHS students are going to park in the VIP
parking and make a single file line outside of the main entrance,
and CVHS friends and family are going to park in the regular
parking and make a single file line outside of the south entrance
tunnel. Post Completion Phase
Fifth of all, the post completion phase is basically a summary of
project management. In turn, this includes important things like
confirming that the final outcome of the project meets the
expectation of the customers, conducting a post implementation
meeting to discuss the strengths and weaknesses of the project
effort, and reassigning project personnel to other positions.
With all of this in mind, on Tuesday, June 2, 2020, the day after
the commencement ceremony is going to take place, the earliest
8:00 AM and the latest 8:00 PM, at the Indian Wells Tennis
Garden, I, the project manager, am going to conduct a post
implementation meeting. The reason being, Larry Ellison, the
Indian Wells Tennis Garden owner, Victor Uribe, the Coachella
Valley High School Principal, and myself are going to compare
and contrast the expected outcomes with the actual outcomes.
To which, we will all begin to either confirm the final outcome
or contradict the final outcome of whether or not the
expectations of project management are met. In turn, a strength
of the final project is that the caps and gowns sold out, which
paid for the Indian Wells Tennis Garden and a weakness of the
final project is that the sashes didn’t sell out and were
underpriced. So, the reason why the caps and gowns were a
success, was because if CVHS students purchased their own
caps and gowns from somewhere else, then we wouldn’t be able
to afford the food, drinks, and desert. The reason why the
sashes were a failure, was because if we put a higher price on
them, we could’ve been able to give out more money, in terms
of scholarships. To wrap things up, key personnel will be
reassigned for the “Coachella valley High School Class of
2021,” because we executed the final project.
35. References
Bozarth, C. B., & Handfield, R. B. (2018). Introductions to
Operations and Supply Chain Management (Fifth Edition).
Pearson Education.