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PJM6125 Project Evaluation: Selecting Evaluation Tools
Overview and Rationale
For this assignment, you will be selecting evaluation tools and
adding those selected to the
Evaluation Goal Matrix that you developed as part of the
previous assignment.
Program and Course Outcomes
This assignment is directly linked to the following key learning
outcomes from the course
syllabus:
aluation tool
qualitative and quantitative
measures
In addition to these key learning outcomes, you will also have
the opportunity to evidence
the following skills through completing this assignment:
Essential Components & Instructions
Using the project you identified in Lesson 1 and the stakeholder
analysis and performance
metrics you identified as part of Lesson 2, you will be selecting
evaluation tools and adding
them to your Evaluation Goal Matrix from Lesson 2.
Begin by updating your Evaluation Goal Matrix with any
feedback provided, and then add
an additional column titled 'Evaluation Tool' and select an
evaluation tool for each of the
metrics you identified during Lesson 2. Therefore, you will
identify a minimum of one
evaluation tool for each of the entries in your evaluation goal
matrix.
Once you identify the tools that you will use, write a few
paragraphs on how each tool will
be used, why the tool was selected, who will be responsible for
performing the evaluation
with the tool and how the data will be used and will help
support the success of the project.
These entries can be made below your updated evaluation goal
matrix. You should provide
a thorough evaluation and explanation of each tool you list in
your updated evaluation goal
matrix. You may wish to use materials from the lesson,
readings, and external sources in
writing the explanations. However, be sure to cite any sources
that you use in writing the
explanations.
Format
Below are some key guidelines you will want to ensure you
follow. Think of this short list
as a quality control checklist, along with the attached grading
rubric.
ave identified at least one tool per goal in your
matrix
appropriate; if you do this, make sure
in your explanation that you provide sufficient detail to address
all the goals the tool
addresses
the narrative descriptive and
explanation of each tool in a single file (MsWord or .pdf)
went through to develop your
two tables.
small text
Rubric(s)
Assessment
Element
Above Standard
(100-95%)
Meets Standards
(94.9 – 84%)
Approaching
Standards
(83.9 – 77%)
Below Standard
(76.9 – 70%)
Not Evident
(69.9 – 0%)
Tool Selection
and Updated
Evaluation
Goals Matrix
(35%)
Selection of tools show
excellent insight and
makes appropriate
usage of both
quantitative and
qualitative tools that is
well matched to related
evaluation goal.
Evaluation tools
selected are well
matched to related
evaluation goal. Both
quantitative and
qualitative tools are
used and appropriately
matched to the goals.
Evaluation tools
selected mostly aligns
with related evaluation
goal.
Evaluation tools
selected are poorly
suited for the relative
evaluation goal and are
heavily skewed towards
quantitative or
qualitative metrics.
Evaluation tools
selected are not suited
for the relative
evaluation goal.
Selected only
qualitative tools or only
quantitative tool that
do not match the
evaluation goal.
Tool
Explanation
(35%)
Provides a thorough
evaluation and
explanation of each
tool listed in the
updated evaluation
goal matrix and
properly references
and cites sources as
needed. Explanations
show an insightful
understanding of the
role of the evaluation
tools.
Provides an evaluation
and explanation of
each tool listed in the
updated evaluation
goal matrix and
properly references
and cites sources as
needed. Explanations
show an understanding
of the role of the
evaluation tools.
Provides a general
evaluation and
explanation of each
tool listed, but does
provide specific
information or does not
use proper references
and citations.
Explanations show a
general understanding
of the role of the
evaluation tools.
Provides evaluations
and explanations of the
tools listed, but omits
some tools and does
not provide necessary
detail. Explanations do
not show an
understanding of the
role of the evaluation
tool.
Does not provide
evaluations or
explanation of the tools
listed in the evaluation
goal matrix and does
not show an
understanding the role
of the relevant
evaluation tool.
Critical
Thinking
(15%)
Professional insights
into depth and breadth
of assignment - goes
WELL beyond
assignment
Comprehensive
understanding of the
evaluation tools;
exploration of expert
viewpoints and use of
Basic understanding of
the evaluation tools;
exploration of expert
viewpoints and use of
evidence to inform
Poor understanding of
evaluation tools and is
vague and/or not
clearly linked to
evaluation goals
Does not clearly link to
the evaluation goal;
explore expert
viewpoints or use
evidence to inform
requirements to
explore performance
evaluation tools and
appropriate relevant
new techniques
evidence to inform
interpretation and
analysis; thorough
evaluation the context
(historical, ethical,
cultural, environmental
or circumstantial
settings), and self and
others’ assumptions
and perspectives when
stating a position; well-
informed conclusions
based on methodically
prioritized evidence
and perspectives.
interpretation and
analysis; includes a
evaluation the context
(historical, ethical,
cultural, environmental
or circumstantial
settings), and self and
others’ assumptions
and perspectives when
stating a position;
conclusions are based
on methodically
prioritized evidence
and perspectives.
clearly; includes some
exploration of expert
viewpoints and use of
evidence to inform
interpretation and
analysis; includes a
general evaluation the
context (historical,
ethical, cultural,
environmental or
circumstantial settings),
and self and others’
assumptions and
perspectives when
stating a position, but
lack specificity;
conclusions are based
on prioritized evidence
and perspectives
interpretation and
analysis; does not
provide an evaluation
the context (historical,
ethical, cultural,
environmental or
circumstantial settings),
and self and others’
assumptions and
perspectives when
stating a position;
conclusions are not
based on prioritized
evidence and
perspectives.
Grammar &
Clarity
(15%)
All work grammatically
correct with no
misspellings or
grammatical mistakes.
Expresses ideas and
opinions clearly and
concisely in a manner
appropriate to the
assignment.
All work grammatically
correct with rare
misspellings.
Minimal errors in
spelling, grammar,
sentence structure
and/or other writing
conventions but the
reader is able to
understand what the
writer meant.
Frequent errors in
spelling, grammar,
sentence structure,
and/or other writing
conventions that
distract the reader.
Writing contains
numerous errors in
spelling, grammar,
sentence structure, etc.
that interfere with
comprehension. The
reader is unable to
understand some of
the intended meaning.
Project Scope StatementProject Name: Opening an
Orangetheory Fitness franchise 1.0 Project Purpose
Our efforts are focussed on opening an Orangetheory Fitness
franchise at Longwood location within four months starting
from February 2020. Our analysis showed that many gym-goers
around Longwood area are extremely dissatisfied with the
services and training methods of other fitness centers.
.
2.0 Project Scope
Objectives:
1. Achieve 100 members target during pre-sales.
2. Hiring 8 professional fitness instructors by March 2020
3. Complete the on-job training of professional instructors by
franchisor by March 2019.
4. Complete interior design of the fitness studio by April 2020.
The process of setting up Orangetheory franchise at
Longwood will start from February 26, 2020, to May 28, 2020.
Deliverables
1. Project management
2. Franchise location
3. License, permits and insurance for fitness center.
4. Interior design of the facility.
5. Equipments for the fitness center.
6. Recruitment of staff
7. Marketing strategy and development plan
8. Financial planning
9. Market research and analysis
10. Pre-sales development plan
11. First Quarter promotional strategy
.
3.0 Project Milestones
· Interior design completed by 06/15/2020
· Marketing plan review on 07/15/2020
· Recruitment of staff completed 07/30/2020
· Franchise setup completed by 08/30/2020
4.0 User Acceptance Criteria
· The infrastructure and design are accepted by city law and
regulations
· The design are followed by the instructions of OrangeTheory
· The program and service and accepted by OrangeTheory
· Marketing and sale plan are followed the franchisee protocols
5.0 Project Constraints
1. The training of fitness professionals is the responsibility of
‘OrangeTheory Fitness’ in accordance with its workout
standards.
2. OTbeat heart rate monitors are provided to the customers by
the OrangeTheory Fitness
3. The cost, for performing initial safety audit of fitness
facility, will be incurred by OrangeTheory Fitness.
4. The cost will be high due to follow the instruction from
OrangeTheory
.
Page 2 of 2
Running Head: EVALUATION 1
EVALUATION 4
Stakeholder Analysis
Anh La
PJM 6125
Northeastern University
03/04/2020
Project Objective
Our efforts are focussed on opening an Orangetheory Fitness
franchise at Longwood location within four months starting
from February 2020. Our analysis showed that many gym goers
around Longwood area are extremely dissatisfied with the
services and training methods of other fitness centers
Stakeholder Register/Analysis
Stakeholder
Stakeholders role
Type (internal or external)
Stakeholder expectation
Stakeholder interest
Level of influence
Stakeholder views
Strategy for stakeholder engagement
1
Financial manager
Handle project resources
Internal
Possible overruns on the project and return on investment
high
High: failure to evaluate expenditure might rid the credibility of
project to the stakeholders.
Neutral
Give daily reporting on the expenditures.
2
Customers
Offer ready market for the fitness class
External
Advancement of service delivery, advanced economic
conditions like cost-savings conveniences and measures.
High
High: the unsatisfied clients will destroy the organization
reputation.
Neutral
Provide a platform to include the client’s needs and provide
incentive.
3
Project management trainer
Enables the training of workers for at least two months
Internal
Advance the credibility as well as job references on the future
projects
High
High: realize the achievement of training
support
Offer a conducive environment for training in reference to
space.
4
Employee manager
Present the entire project to the company officials.
Internal
Works on ensuring that employees perform quality task as
needed
High
High: oversee training and ensuring that all things are in order
Support
Maintain strong existence through the training period.
5
Trainees
Attaining training sessions, attending evaluations and acquiring
necessary skills
Internal
Opportunities for job retention or promotion, “free” time during
training, acquisition of knowledge and skills
Medium
High: their attitude towards the training as well as attendance
will determine the project’s success
support
Use of attendance sheet to evaluate attendance
6
Financial institution
Offers funds to run the project
External
Enable financial opportunities and relationship between the
company and the clients
High
High: lack of source of funds the project will not be
successfully completed
Support
Lower interest percentage and extended means of payment
7
Executive directors
Work with the project shareholders and explain the project plan
for them to approve
Internal
Ease all the pressures from the project shareholders to work
together to gain profit and increase pay
High
High: if there is no intervention by these directors then the
shareholders might not approve
Support
Reporting the daily proceeding to the shareholders.
8
Suppliers
Being contracted to offer necessary equipment for the project
External
Improves the credibility of the business and facilitate the
progress of the project
High
High: if supplies are not delivered on time it will mean that the
progress of the project will be delayed
High
Timely delivery of supplies for the continuation of project.
9
Shareholders
Offer resources and approve the progress of the project
External
Additional vendor selection qualification criteria, potential for
future business contracts,
High
High: failure to deliver supplies on time will affect the project
timeline
High
Draft performance contracts to ascertain timely delivery of
supplies.
10
Instructional designer
To offer a manual on ways in which the project operations will
be carried out
External
promote their work as well as increase credibility and
Medium
High: the design and delivery of training should not stray away
from the organization’s goals
Neutral
Formulate a design and mode of delivery that is aligned with the
organization’s goals.
11
Government
Ensure compliance with necessary regulations.
External
Revenue inform of company and employee taxes, increased job
opportunities, improved economy
High
High: the approval from relevant authority is necessary to carry
out the project
Support
Encourage the company to have such projects by endorsing
supplies like trainee t-shirts, potential for future funding.
12
Technical manager
Oversee the installation, use and handling of all technical
equipment to be used in the training.
Internal
Get access to quality technical equipment, showoff technical
skills, put in request for technical upgrades
Medium
Medium: their expertise will facilitate a smooth training
Support
Check to ensure equipment is well-handled and in good
condition throughout the training.
Evaluation Goal Matrix
Goal
Measurement type
Metric
Stakeholder
1. Estimation of cost and striking budget.
Efficiency
$50,000
Finance manager
2. Timely completion of tasks within stipulated deadline
Efficiency
2 months
Employee manager
3. Proper utilization of available supplies to last the project
duration
Efficiency
A remainder of supply materials at the end of the project
Employees
4. Proper utilization of available space for training
Efficiency
Accommodation of 100 trainees in two hall-size meeting rooms
Trainees, employee manager
5. Reputable, highly rated trainer firm
Effectiveness
Reference to past acclaimed presentations nationwide
Trainers
6. Successful training project
Effectiveness
80% trainee attendance based on sign-in sheets
Employees
7. Successful project implementations
Effectiveness
10% increase in success rate of projects undertaken
Trainers, employees
8. Alignment of instruction design and delivery mode with
organization’s goals
Effectiveness
Instruction manual teachings centered around the projects
implemented by organization
Instruction designer, trainers
9. Skills and knowledge enhancement in the field of project
management
Impact
70% success rate on project management exam results
Trainers, employees
10. Innovation in project creation and implementation
Impact
5% increase in new project idea submissions
Employees, employee manager
11. Gaining competitive edge
Impact
Approaches for consultation by other organizations
Directors, employee manager, employees
12. Client satisfaction
Impact
New client referrals, growing clientele base
Customers
1.2: Evaluation Goal Matrix.

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PJM6125 Project Evaluation Selecting Evaluation Tools .docx

  • 1. PJM6125 Project Evaluation: Selecting Evaluation Tools Overview and Rationale For this assignment, you will be selecting evaluation tools and adding those selected to the Evaluation Goal Matrix that you developed as part of the previous assignment. Program and Course Outcomes This assignment is directly linked to the following key learning outcomes from the course syllabus: aluation tool qualitative and quantitative measures In addition to these key learning outcomes, you will also have the opportunity to evidence the following skills through completing this assignment:
  • 2. Essential Components & Instructions Using the project you identified in Lesson 1 and the stakeholder analysis and performance metrics you identified as part of Lesson 2, you will be selecting evaluation tools and adding them to your Evaluation Goal Matrix from Lesson 2. Begin by updating your Evaluation Goal Matrix with any feedback provided, and then add an additional column titled 'Evaluation Tool' and select an evaluation tool for each of the metrics you identified during Lesson 2. Therefore, you will identify a minimum of one evaluation tool for each of the entries in your evaluation goal matrix. Once you identify the tools that you will use, write a few paragraphs on how each tool will be used, why the tool was selected, who will be responsible for performing the evaluation with the tool and how the data will be used and will help support the success of the project. These entries can be made below your updated evaluation goal matrix. You should provide a thorough evaluation and explanation of each tool you list in your updated evaluation goal matrix. You may wish to use materials from the lesson, readings, and external sources in writing the explanations. However, be sure to cite any sources that you use in writing the
  • 3. explanations. Format Below are some key guidelines you will want to ensure you follow. Think of this short list as a quality control checklist, along with the attached grading rubric. ave identified at least one tool per goal in your matrix appropriate; if you do this, make sure in your explanation that you provide sufficient detail to address all the goals the tool addresses the narrative descriptive and explanation of each tool in a single file (MsWord or .pdf) went through to develop your two tables.
  • 5. Approaching Standards (83.9 – 77%) Below Standard (76.9 – 70%) Not Evident (69.9 – 0%) Tool Selection and Updated Evaluation Goals Matrix (35%) Selection of tools show excellent insight and makes appropriate usage of both quantitative and qualitative tools that is well matched to related evaluation goal. Evaluation tools selected are well matched to related evaluation goal. Both quantitative and qualitative tools are used and appropriately matched to the goals.
  • 6. Evaluation tools selected mostly aligns with related evaluation goal. Evaluation tools selected are poorly suited for the relative evaluation goal and are heavily skewed towards quantitative or qualitative metrics. Evaluation tools selected are not suited for the relative evaluation goal. Selected only qualitative tools or only quantitative tool that do not match the evaluation goal. Tool Explanation (35%) Provides a thorough evaluation and explanation of each tool listed in the updated evaluation goal matrix and properly references and cites sources as
  • 7. needed. Explanations show an insightful understanding of the role of the evaluation tools. Provides an evaluation and explanation of each tool listed in the updated evaluation goal matrix and properly references and cites sources as needed. Explanations show an understanding of the role of the evaluation tools. Provides a general evaluation and explanation of each tool listed, but does provide specific information or does not use proper references and citations. Explanations show a general understanding of the role of the evaluation tools. Provides evaluations and explanations of the tools listed, but omits some tools and does not provide necessary
  • 8. detail. Explanations do not show an understanding of the role of the evaluation tool. Does not provide evaluations or explanation of the tools listed in the evaluation goal matrix and does not show an understanding the role of the relevant evaluation tool. Critical Thinking (15%) Professional insights into depth and breadth of assignment - goes WELL beyond assignment Comprehensive understanding of the evaluation tools; exploration of expert viewpoints and use of Basic understanding of the evaluation tools; exploration of expert viewpoints and use of
  • 9. evidence to inform Poor understanding of evaluation tools and is vague and/or not clearly linked to evaluation goals Does not clearly link to the evaluation goal; explore expert viewpoints or use evidence to inform requirements to explore performance evaluation tools and appropriate relevant new techniques evidence to inform interpretation and analysis; thorough evaluation the context (historical, ethical, cultural, environmental or circumstantial settings), and self and others’ assumptions and perspectives when stating a position; well- informed conclusions based on methodically
  • 10. prioritized evidence and perspectives. interpretation and analysis; includes a evaluation the context (historical, ethical, cultural, environmental or circumstantial settings), and self and others’ assumptions and perspectives when stating a position; conclusions are based on methodically prioritized evidence and perspectives. clearly; includes some exploration of expert viewpoints and use of evidence to inform interpretation and analysis; includes a general evaluation the context (historical, ethical, cultural, environmental or circumstantial settings), and self and others’ assumptions and perspectives when stating a position, but lack specificity; conclusions are based on prioritized evidence
  • 11. and perspectives interpretation and analysis; does not provide an evaluation the context (historical, ethical, cultural, environmental or circumstantial settings), and self and others’ assumptions and perspectives when stating a position; conclusions are not based on prioritized evidence and perspectives. Grammar & Clarity (15%) All work grammatically correct with no misspellings or grammatical mistakes. Expresses ideas and opinions clearly and concisely in a manner appropriate to the assignment. All work grammatically correct with rare misspellings.
  • 12. Minimal errors in spelling, grammar, sentence structure and/or other writing conventions but the reader is able to understand what the writer meant. Frequent errors in spelling, grammar, sentence structure, and/or other writing conventions that distract the reader. Writing contains numerous errors in spelling, grammar, sentence structure, etc. that interfere with comprehension. The reader is unable to understand some of the intended meaning. Project Scope StatementProject Name: Opening an Orangetheory Fitness franchise 1.0 Project Purpose Our efforts are focussed on opening an Orangetheory Fitness franchise at Longwood location within four months starting from February 2020. Our analysis showed that many gym-goers around Longwood area are extremely dissatisfied with the
  • 13. services and training methods of other fitness centers. . 2.0 Project Scope Objectives: 1. Achieve 100 members target during pre-sales. 2. Hiring 8 professional fitness instructors by March 2020 3. Complete the on-job training of professional instructors by franchisor by March 2019. 4. Complete interior design of the fitness studio by April 2020. The process of setting up Orangetheory franchise at Longwood will start from February 26, 2020, to May 28, 2020. Deliverables 1. Project management 2. Franchise location 3. License, permits and insurance for fitness center. 4. Interior design of the facility. 5. Equipments for the fitness center. 6. Recruitment of staff 7. Marketing strategy and development plan 8. Financial planning 9. Market research and analysis 10. Pre-sales development plan 11. First Quarter promotional strategy
  • 14. . 3.0 Project Milestones · Interior design completed by 06/15/2020 · Marketing plan review on 07/15/2020 · Recruitment of staff completed 07/30/2020 · Franchise setup completed by 08/30/2020 4.0 User Acceptance Criteria · The infrastructure and design are accepted by city law and regulations · The design are followed by the instructions of OrangeTheory · The program and service and accepted by OrangeTheory · Marketing and sale plan are followed the franchisee protocols 5.0 Project Constraints 1. The training of fitness professionals is the responsibility of ‘OrangeTheory Fitness’ in accordance with its workout standards. 2. OTbeat heart rate monitors are provided to the customers by the OrangeTheory Fitness 3. The cost, for performing initial safety audit of fitness facility, will be incurred by OrangeTheory Fitness. 4. The cost will be high due to follow the instruction from OrangeTheory .
  • 15. Page 2 of 2 Running Head: EVALUATION 1 EVALUATION 4 Stakeholder Analysis Anh La PJM 6125 Northeastern University 03/04/2020
  • 16. Project Objective Our efforts are focussed on opening an Orangetheory Fitness franchise at Longwood location within four months starting from February 2020. Our analysis showed that many gym goers around Longwood area are extremely dissatisfied with the services and training methods of other fitness centers Stakeholder Register/Analysis Stakeholder Stakeholders role Type (internal or external) Stakeholder expectation Stakeholder interest Level of influence Stakeholder views Strategy for stakeholder engagement 1 Financial manager Handle project resources Internal Possible overruns on the project and return on investment high High: failure to evaluate expenditure might rid the credibility of project to the stakeholders. Neutral Give daily reporting on the expenditures. 2 Customers Offer ready market for the fitness class External
  • 17. Advancement of service delivery, advanced economic conditions like cost-savings conveniences and measures. High High: the unsatisfied clients will destroy the organization reputation. Neutral Provide a platform to include the client’s needs and provide incentive. 3 Project management trainer Enables the training of workers for at least two months Internal Advance the credibility as well as job references on the future projects High High: realize the achievement of training support Offer a conducive environment for training in reference to space. 4 Employee manager Present the entire project to the company officials. Internal Works on ensuring that employees perform quality task as needed High High: oversee training and ensuring that all things are in order Support Maintain strong existence through the training period. 5 Trainees Attaining training sessions, attending evaluations and acquiring necessary skills Internal Opportunities for job retention or promotion, “free” time during training, acquisition of knowledge and skills
  • 18. Medium High: their attitude towards the training as well as attendance will determine the project’s success support Use of attendance sheet to evaluate attendance 6 Financial institution Offers funds to run the project External Enable financial opportunities and relationship between the company and the clients High High: lack of source of funds the project will not be successfully completed Support Lower interest percentage and extended means of payment 7 Executive directors Work with the project shareholders and explain the project plan for them to approve Internal Ease all the pressures from the project shareholders to work together to gain profit and increase pay High High: if there is no intervention by these directors then the shareholders might not approve Support Reporting the daily proceeding to the shareholders. 8 Suppliers Being contracted to offer necessary equipment for the project External Improves the credibility of the business and facilitate the progress of the project High
  • 19. High: if supplies are not delivered on time it will mean that the progress of the project will be delayed High Timely delivery of supplies for the continuation of project. 9 Shareholders Offer resources and approve the progress of the project External Additional vendor selection qualification criteria, potential for future business contracts, High High: failure to deliver supplies on time will affect the project timeline High Draft performance contracts to ascertain timely delivery of supplies. 10 Instructional designer To offer a manual on ways in which the project operations will be carried out External promote their work as well as increase credibility and Medium High: the design and delivery of training should not stray away from the organization’s goals Neutral Formulate a design and mode of delivery that is aligned with the organization’s goals. 11 Government Ensure compliance with necessary regulations. External Revenue inform of company and employee taxes, increased job opportunities, improved economy High High: the approval from relevant authority is necessary to carry
  • 20. out the project Support Encourage the company to have such projects by endorsing supplies like trainee t-shirts, potential for future funding. 12 Technical manager Oversee the installation, use and handling of all technical equipment to be used in the training. Internal Get access to quality technical equipment, showoff technical skills, put in request for technical upgrades Medium Medium: their expertise will facilitate a smooth training Support Check to ensure equipment is well-handled and in good condition throughout the training. Evaluation Goal Matrix Goal Measurement type Metric Stakeholder 1. Estimation of cost and striking budget. Efficiency $50,000 Finance manager 2. Timely completion of tasks within stipulated deadline Efficiency 2 months Employee manager 3. Proper utilization of available supplies to last the project duration Efficiency
  • 21. A remainder of supply materials at the end of the project Employees 4. Proper utilization of available space for training Efficiency Accommodation of 100 trainees in two hall-size meeting rooms Trainees, employee manager 5. Reputable, highly rated trainer firm Effectiveness Reference to past acclaimed presentations nationwide Trainers 6. Successful training project Effectiveness 80% trainee attendance based on sign-in sheets Employees 7. Successful project implementations Effectiveness 10% increase in success rate of projects undertaken Trainers, employees 8. Alignment of instruction design and delivery mode with organization’s goals Effectiveness Instruction manual teachings centered around the projects implemented by organization Instruction designer, trainers 9. Skills and knowledge enhancement in the field of project management Impact 70% success rate on project management exam results Trainers, employees 10. Innovation in project creation and implementation Impact 5% increase in new project idea submissions Employees, employee manager 11. Gaining competitive edge Impact Approaches for consultation by other organizations
  • 22. Directors, employee manager, employees 12. Client satisfaction Impact New client referrals, growing clientele base Customers 1.2: Evaluation Goal Matrix.