The document outlines a project charter template that includes essential sections such as an executive summary, goals, objectives, assumptions, risks, constraints, budget, schedule, resource requirements, communication methods, and acceptance criteria. It also details a case study involving Ms. Deidre Jackson's initiative to enhance project management practices within her organization, requiring the development of a business case for a training program to improve efficiency and effectiveness. The case study highlights financial considerations, expected benefits, potential risks, and the need for a well-defined proposal for board approval.

1. Project Charter template (contains Scope Section): project
name:Executive Summary
Where did this project come from?
Why is it being done?
What impact will the project create (internally, externally)?
What strategic plan does it contribute to?
What does the customer receive/not receive by project end?
What key assumptions are driving this project?
What risks could challenge project success?Goals
What business/organization goal(s) does this project support?
What business need is being satisfied by this project?Objectives
What, specifically, needs to be done to meet project/customer
requirements/expectations/goal?
What is the target of the project?
Note: Ensure each objective contributes to the goal. Check to
satisfy the "SMART" criteriaScope:
What does the work of the project to meet goal include/not
include?Work IncludesWork does not IncludePhases ⁄
Deliverables:
What are the major components of work to meet the
goals/objectives/scope?
What are the customer, process, and project deliverables within
each phase?
Phase
Description of Phase
Deliverables
Internal
External

2. Assumptions:
What unknowns are being made known in this project?
What uncertainties are considered true, real, or certain for
planning purposes?
What trial balloons are being floated to verify information?
Assumption
Rationale
Probability of Assumption being True
Impact to Project if Assumption is not True

3. Risks:
What events could jeopardize this project's success?
Risk
Supporting Detail (Analysis to be continued in Risk
Management Plan/ Register)
Constraints:
What is restricting this project?
What standards, regulations, technologies, resource availability
impact this project?
Constraint
Supporting Detail

4. Initial Project SizingBudget:
What are the estimated costs to complete this project (document
variability, range, precision at this point)
What is the financial justification for this project?
(i.e. Benefit Cost Analysis, Return on Investment, NPV . . .)
What financial gains are there to doing/not doing this
project?High Level Schedule:
When are the phases/deliverables planned to begin/end?
Phase/Deliverable
Time

6. Milestones:
What major points are important to communicate/measure
against?
When should/will they occur?Resource Requirements:
What specialized resources are necessary to complete this
project?
Team Member
Role
Responsibility
Sponsor
Project Manager

7. Management Approaches:
How will status be taken?
How will project be communicated?
How will change be managed?
How will issues be escalated?
How will the risk be managed?
Communication Type
Stakeholders
Frequency
Agenda/ Content
Responsible
Distribution Media

8. Note: These may be separate plans within the context of the
integrated project planSign-offs/Reviews:
At what points will management/customer/team/peer reviews be
conducted? For what purpose?
Who signs off on the project reviews?
Reviews
Sponsor
Customer

9. Project Manager
Acceptance Criteria:
What measurements will be used to determine customer
acceptance?
What performance criteria define project success (i.e. time,
cost, resource, quality prioritization)?
What check points are in place to ensure the right product is
being delivered in the right way?
Acceptance Criteria
Detail
Priority
Requestor

10. Impacted ⁄ Interdependent Projects
What projects connect to this project via inputs/outputs?
What products are impacted by this project/how?
What other projects are addressing related issues?
Project
Interdependency Relationship
PROJECT CHARTER
TEMPLATE
(CONTAINS SCOPE SEC
TION)
:
PROJECT NAME
:
Executive Summary
¨

11. Where did this project come from?
¨
Why is it being done?
¨
What impact will the project create (internally, externally)?
¨
What strategic plan does it contribute to?
¨
What does the customer receive/not
receive by project end?
¨
What key assumptions are driving this project?
¨
What risks could challenge project success?
Goals
¨
What business/organization goal(s) does this project support?
¨

12. What business need is being satisfied by this project?
Objectives
¨
What, s
pecifically, needs to be done to meet project/customer
requirements/expectations/goal?
¨
What is the target of the project?
Note:
Ensure each objective contributes to the goal. Check to satisfy
the
"SMART" criteria
S
cope:
¨
What does the work of the project t
o meet goal include/not include?
Work Includes
Work does not Include

13. PROJECT CHARTER TEMPLATE (CONTAINS SCOPE
SECTION):
PROJECT NAME:
Executive Summary
egic plan does it contribute to?
Goals
upport?
Objectives
requirements/expectations/goal?
Note: Ensure each objective contributes to the goal. Check to
satisfy the
"SMART" criteria
Scope:
include?
Work Includes Work does not Include
Subsystem: Safety & Transportation
Module 4

14. Overview
Communities are composed of the core, which are the people
and eight subsystems. A community assessment typically starts
with a windshield survey where each of the eight community
subsystems are explored. This assignment is focused on helping
health professional students explore the relationship of safety
and transportation to determinants of health. Mayor Franklin
Hill has information about safety and transportation in Sentinel
City®. Officer Cooper in Acer Tech has information about
neighborhood crime rates.
Learning Objectives
1. Identify safety and transportation features in a specific
community
2. Describe how safety and transportation is related to a specific
determinant of health
3. Describe the health impact of positive and negative
characteristics of a community
4. Use current literature to provide rationale for determinant of
health identified related to safety and transportation
Assignment Instructions
1. Review the following resources:
a. Course textbook and/or other assigned readings
b. Determinants of Health
c. Review Table 4 from the FBI 2016 Crime in the United States
report at https://ucr.fbi.gov/crime-in-the-u.s/2017/preliminary-
report/home
2. Meet with Mayor Hill and Officer Cooper to discuss safety
and transportation as well as neighborhood crime rates.
3. Enter Sentinel City® and begin the bus tour.
4. As you tour the city, note anything in the assigned
neighborhood or entire city related to safety and transportation.
5. Address each of the features in the far-left column and add
two additional features. Fill in the each of the remaining
columns.

15. 6. For questions, contact your instructor.
Subsystem: Safety & Transportation
Safety
Observed/Not Observed
Neighborhood
Relationship to Social Determinants of Health
Evidence-Based Rationale (How Safety Impacts Health)
Citations here Reference on the page below
Police Presence
Signs of Criminal Activity
Graffiti
Street Lighting

16. Crime Rates
Other
Crime Rate Comparisons
Compare the crime rates in Sentinel City® with the crime rates
for a city of similar size in your home state, and with national
crime rates. Use Table 4 data from the FBI 2016 Crime in the
United States semi-annual report to find crime rates for your
selected city at https://ucr.fbi.gov/crime-in-the-
u.s/2017/preliminary-report/home
Note: You are comparing Sentinel City by community with a
comparable city in your state. Don’t get stuck in the numbers.
See the learning objective #4 above.
Sentinel City® Crime Rate by Neighborhood: Talk to the officer
at City Hall.
Crime Rate for City in Your Home State
Acer Tech:
Casper Park:
Industrial Heights:
Nightingale Square:
City:

17. Crime Rate:
Transportation
Observed/Not Observed
Neighborhood
Relationship to Social Determinants of Health
Evidence-Based Rationale (How Safety Impacts Health)
Citations here Reference on the page below
Fire Station/Fire Hydrants
Public Transportation
Highways
Location of Bus Stops

18. Other
References
AACN Public Health Essentials
This assignment addresses the following AACN Public Health
Essentials:
· Essential II: Basic Organizational and Systems Leadership for
Quality Care and Patient Safety
· Apply systems theory to PHN practice with individuals,
families, and groups.
· Essential III: Essential III: Scholarship for Evidence-Based
Practice
· Use epidemiologic data and the ecological perspective to
identify health risks for a population.
· Essential VII: Clinical Prevention and Population Health for
Optimizing Health
· Practice evidence-based public health nursing to promote the
health of individuals, families, and groups.
· Essential IX: Baccalaureate Generalist Nursing Practice
· Use basic descriptive epidemiological methods when
conducting a health assessment for individuals, families, and
groups.

19. PJM Case Study
Case Study Background:
Ms. Deidre Jackson, the CEO of Acme Company, was recently
given a report published by the Project
Management Institute called the Pulse of the Profession.1 In the
report, she learned a startling statistic.
PMI® reported that when projects are poorly managed,
approximately $122 million is wasted for every
$1 billion spent (12.2%). Now, her company’s annual expense
for projects is much smaller
(approximately $3 million expected in the next 12 months), but
if she could experience even a partial
amount of that savings, she could reinvest those savings in
future growth.
In order to accomplish this, she believes that she needs to adopt
a more formal or mature approach to
managing projects, and she needs to professionalize the project
management teams and, specifically, the
project managers. She has a colleague, Xin Xue, from a
previous company who was the internal project
management expert in the company who she believes might be
able to help, so she gives her a call to get
her take.
Ms. Jackson just finished a long conference call with Ms. Xue,
and she now has a better idea of what this
might take in terms of effort and resources to move forward. In
short, in Ms. Xue’s opinion, there is a way

20. to experience the savings that Ms. Jackson hopes for, but it will
take some time and investment, so she
thinks they should move forward with maturing their team and
management approach, but, as noted, it
will take an investment, so Ms. Jackson needs to be certain that
the savings will deliver sufficient
business value. In short, is there a solid, defensible business
case for such a project?
Present Situation:
Ms. Jackson emailed you the Pulse of the Profession report over
the weekend, and you are now sitting in
her office at 9:00 am on Monday morning. She wants you to
develop a business case for implementing a
training program that will lead to maturing the organization’s
project management practices. Based on her
work over the weekend to see where some monies may be
available for the unexpected project and her
conversation with Ms. Xue, she provides you with the following
information:
• The company expects to spend approximately $3,000,000 on
project related work over the next
12 months (year 1) and $3,500,000 over the following 12
months (year 2).
• Based on her conversations with Ms. Xue, she believes the
cost of training and implementing a
more mature model will be approximately $175,000 as an initial
investment
• Conservatively, she believes that the company will experience
a savings of 3 percent in the first
year and 4.5 percent in the second year

21. • Although the company will experience these savings for many
more years in her opinion, she
wants to show that the company will receive a sufficient savings
within the first 2 years to justify
this investment within the business case
• On most investments, the company would expect to see a
return of 11½ - 12 percent (internal rate
of return), and the cost of money (discount rate) is 6 percent.
1 Including in assigned reading for Week 1.
Ms. Jackson has to prepare a business case to share with her
Board of Directors at the next quarterly
board meeting. There are seven board members including the
Chairman, Vice Chair, Secretary, and
members of the Compliance Committee, The Chairman of the
Board, Lou Jackson, is typically resistant
to investing money in these types of initiatives so it is
important that the business case is well defined.
Ms. Jackson is considering having Jaitan Darshana, her internal
PM who has a long tenure with the
organization, assist her with the preparation of the business case
but she is concerned that Jaitan may be
resistant to the idea.
Business Case Assignment Instructions & Considerations
You have been tasked by Ms. Jackson with drafting a business
case for this potential initiative, and she

22. has provided you with a template to use (see template attached
to assignment instructions). She provides
you with the following comments related to each section of the
template, but she tells you that you will
need to sharpen and expand on the ideas that she has provided.
She expects your final draft to be ready to
take to the company’s Board of Directors for review and
approval by week’s end.
• Background and Business Problem
o She believes this has been covered in the contents of your
initial conversation, where she
provided you with background information (see above case
study material)
• Strategic Case
o She states that this is strategically tied to the company’s goal
of becoming more project
oriented, as they believe this will allow for more efficient and
effective work, leading to
the company being able to grow in a more scalable manner.
• Project Overview
o In addition to what she has stated above, if the business case
is approved, then she
believes the basic project would be an 8 – 10 week training
program for all project
managers and team members that would train them in the
adoption of a more mature
project management model, and it would include some
mentorships by the trainer. She
believes this would cost a total of $175,000.
• Expected Benefits

23. o The expected benefits would be increased efficiencies and
effectiveness, as noted above.
• Financial Considerations
o She has provided you with the investment amount to provide
financial support for the
investment
• Risks
o She has asked you to look at primarily risks associated with
the overall initiative, not
necessarily those focused on the training aspect of the project.
The CEO is concerned
about potential disruptions to current projects that are already
in flight.
• Timeline
o Based on her conversations with Ms. Xue, she believes the
project execution could begin
within 60 - 90 days, depending on the path chosen for moving
forward
• Recommendations and Next Steps
o She has asked you to consider all the relevant data you have
collected and put into the
business case, and then provide a succinctly stated and well-
supported recommendation
and concrete next steps if the proposal is accepted

24. General Case Considerations for Business Case:
o It is expected that you will need to make reasonable
assumptions in completing the
business case, so rely on the case study as guide. This is similar
to how projects are
conceived in the real world. We have a basic set of factors, and
then we must make
reasonable assumptions as we progress forward.