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Relocation of Us headquarters:
Technology firm
Ji PeteNortheastern University
Executive Summary
The company is a global leader in threat detection and screening
technologies for military, transportation, homeland security, and
resilience applications.
The focus for this relocation:
Close the former headquarters.
Relocate numerous operations including customer service,
accounting and finance, and research and development
laboratories.
Create a program to retain and rehire key employees.
The technology company hired a project and finance manager to
manage the project
Already announced closures and moves to employees,
customers, and the public.
Cost and saving expectations were announced to the board of
the company.
Some other challenges they faced are state laws regarding
human resources notifications, HQ moving to one place while
other services move to another, relocation and removal of
hazardous materials, and major SAP changes in accounting and
operations.
Scope Management Processes
Plan
Plan Scope Management: Creating the Scope Management Plan
Collect
Collect Requirements: Defining and documenting the
stakeholder’s needs.
Define
Define Scope: Developing a detailed project scope statement.
Create
Create WBS: Subdividing project deliverables into smaller work
units.
Validate
Validate Scope: Formalizing the acceptance of the deliverables.
Control
Control Scope: The ongoing process of monitoring and
managing changes to the project scope.
Requirements Collection
Gathering Process
Document Analysis
Interviews
Brainstorming
Benchmarking
Gathering Team
Project Manager
Finance Manager
Senior Project Manager
Human Resource Manager
SME’s
MethodScheduleInterviewMonday-Friday: 5 Interviews a day
(if needed) Document Analysis5 Days Monday-Friday
(Maximum)Brainstorming
2 Days Max (Any day during the week that is free)3
DaysBenchmarking
Scope Statement
This project is designed to help the technology company with
its relocation efforts. They have hired a project and finance
manager, alongside the senior project manager for the company
to oversee the project. The main objectives is to close the
former headquarters, relocation management of numerous
operations including customer service, accounting and finance,
and research and development laboratories, and creating a
program to retain and rehire key employees. The closure and
moves have been announced to employees, customers, and the
public already. Also cost and saving expectations were
announced to the board.
Proper closure will include moving all necessities, closing
contracts, removing signage, and cleaning the workspaces.
Management of numerous relocation areas will oversee different
department transfers and the hiring for the new locations.
Lastly, the employee retention and rehiring program will be
designed to include numerous features like employee relief
benefits, healthcare and insurance, and competitive pay to keep
key employees.
Scope Statement Continued
Constraints
Budget and time, everything must be done on time for the move
and within the budget the company gives for the program.
Specific state laws regarding human resources notifications
HQ moving to one facility, while many services moving to
another
No down time in customer services
Relocation and removal of Hazardous Materials
A major SAP change was required to accommodate changes in
accounting and operations.
Assumptions
The project will only be addressing the efforts to close former
headquarter, produce an employee retention and rehiring
program, and hiring managers to manage new locations.
The project leaders will handle legal notifications and tasks.
The company already announced the closures and moves to
employees, customers, and public.
Cost and savings expectations had been announced to the
company board.
Relocation of numerous operations including customer services,
accounting and finance, and research and development
laboratories.
Special handling of research equipment and materials must be
present with moving the company’s belongings.
Senior Project Manager worked with a team of a client-provided
Project Manager and Project Finance Manager.
Scope Statement Continued
Exclusions
Will not hire or oversee personnel handling of hazardous
materials.
Moving of servers with IT provider/support.
Any equipment requires specialized or approved vendors to
move it. (Business Move Checklist)
Contacting post office, banks, IRS, vendors etc. for change of
address.
Risks
All key employees won’t relocate with new headquarter
locations.
Mishandling of equipment during move costing money.
Managers are ineffective causing schedule setbacks like the
rehiring process and getting departments prepared for business.
Setbacks occurring that will delay proper closure of former
headquarters
key features of the WBS
1.0 Initiating
Choosing Project Personnel
Business Case
Project Charter
Risk Statement
2.0 Planning
Scope Statement
Stakeholder Management Plan
Retention and Rehiring Program
Project Kickoff Meeting
3.0 Executing
Retention and Rehiring Program
Operations Relocation
Management
Monitor and Control
4.0 Closeout
Former Headquarters
Retention and Rehires Programs
Relocating Operations
Quality Assurance
Project Final Report/Audit
Project Scope Change Control process
9
Change Request
Project Manager Review of CR
Sent to Sponsor, Senior management, and Board of Company for
review, and stakeholders for implementation
Approve, Deny, or Need More information (With reasoning)
Sign Offs
Approve or Deny with explanation
Stakeholders involved are notified of decision
Documented and Implemented into the scope
recommended scope tradeoff
Some benefits within the Retention and Rehiring Program could
be exempt.
Recommend features:
Personal Growth and Development Program
Work Environment Improvements
Retail Case Study
Scope Management Plan
Rebecca J. Bernal
The following presentation will discuss the Retail Case Study
from PJM 6005 spring term. All speaker notes and information
has been taken from the case study document and my previous
term work regarding the project.
*See citations on the notes of the final slide.
1
Executive summary
The Retail Case Study Project will focus on the IT division of a
Fortune 100 global retailer looking to improve their current
project management training curriculum. According to the
study briefing, the client has said that the current curriculum is
not consistent with the company’s process and that participant
feedback indicates that the course is not helping the department
meet their goal of standardizing the project management process
throughout the organization.
PM College has been asked to create a custom project
management curriculum with a series of courses targeted at
multiple levels of knowledge as well as introducing new project
management instructors to teach the curriculum. Due to the
tight deadline, courses are to be released on a rolling schedule,
and improvements are to be made based on insights given as
courses are released.
According to the PMBOK Guide, the purpose of the scope
management plan is to discuss how the scope of the project will
be “defined, developed, monitored, controlled, and validated.”
The scope of this project will be contained to creating a custom
and comprehensive project management training program and
will be managed both in its ability to meet standards against the
existing PMBOK-compliant Curriculum, and a client-imposed
timeline and budget. The following presentation will go more
in depth on this plan.
2
This project focuses on the IT division of a large global retailer
looking to improve their current project management
curriculum. PM College has been hired in an effort to create a
custom project management curriculum that will be more in line
with the organization’s process and standard of operation. They
ask that the new curriculum target multiple levels of knowledge
as well as introduce new instructors to teach the program.
Due to the tight deadline, the new curriculum courses will be
released on a rolling schedule and improvements are to be made
based on insights given as courses are released
Collecting requirements
Requirements for this project will be collected in four distinct
ways:
-questionnaires and surveys
-interviews
-benchmarking
-observation
Questionnaires and surveys are a great way to get started on this
project since this is such a large organization. In order to get a
better feel for what the main problems in the current curriculum
are from the general employee pool; a survey can be sent out to
narrow down specifics.
Interviews with organization executives and team leaders to
find out what their main concerns are for the project
Benchmarking or comparing the organization’s current
curriculum against other IT project management curriculums in
similarly sized organizations in order to see what improvements
can be made
Observation as the courses are released in order to learn about
improvements that can be made as the project continues
3
Questionnaires &
Surveys
Interviews
Benchmarking
Observation
Scope statement
A scope statement should be comprised of a summary of the
project, business requirements, solution requirements, project
exclusions, key project features, assumptions and risks, and
project approvals.
A brief summary of this project was provided in the earlier
slides.
The other requirements will be discussed in depth in the
following slides.
All project changes should be approved by signature by all
project sponsors, managers, and relevant team leaders.
4
Project Summary
Business Requirements
Solution
Requirements
Exclusions
Key Project Features
Assumptions & Risks
Approvals
Scope Statement
Business Requirements
Courses must be accessible in multiple languages
Courses must adhere to PMBOK® Guide standards
Courses should target at least three levels of knowledge

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Relocation of Us headquarters Technology firmJi Pete.docx

  • 1. Relocation of Us headquarters: Technology firm Ji PeteNortheastern University Executive Summary The company is a global leader in threat detection and screening technologies for military, transportation, homeland security, and resilience applications. The focus for this relocation: Close the former headquarters. Relocate numerous operations including customer service, accounting and finance, and research and development laboratories. Create a program to retain and rehire key employees. The technology company hired a project and finance manager to manage the project Already announced closures and moves to employees, customers, and the public. Cost and saving expectations were announced to the board of the company. Some other challenges they faced are state laws regarding human resources notifications, HQ moving to one place while other services move to another, relocation and removal of hazardous materials, and major SAP changes in accounting and operations.
  • 2. Scope Management Processes Plan Plan Scope Management: Creating the Scope Management Plan Collect Collect Requirements: Defining and documenting the stakeholder’s needs. Define Define Scope: Developing a detailed project scope statement. Create Create WBS: Subdividing project deliverables into smaller work units. Validate
  • 3. Validate Scope: Formalizing the acceptance of the deliverables. Control Control Scope: The ongoing process of monitoring and managing changes to the project scope. Requirements Collection Gathering Process Document Analysis Interviews Brainstorming Benchmarking Gathering Team Project Manager Finance Manager Senior Project Manager Human Resource Manager SME’s MethodScheduleInterviewMonday-Friday: 5 Interviews a day (if needed) Document Analysis5 Days Monday-Friday (Maximum)Brainstorming 2 Days Max (Any day during the week that is free)3 DaysBenchmarking
  • 4. Scope Statement This project is designed to help the technology company with its relocation efforts. They have hired a project and finance manager, alongside the senior project manager for the company to oversee the project. The main objectives is to close the former headquarters, relocation management of numerous operations including customer service, accounting and finance, and research and development laboratories, and creating a program to retain and rehire key employees. The closure and moves have been announced to employees, customers, and the public already. Also cost and saving expectations were announced to the board. Proper closure will include moving all necessities, closing contracts, removing signage, and cleaning the workspaces. Management of numerous relocation areas will oversee different department transfers and the hiring for the new locations. Lastly, the employee retention and rehiring program will be designed to include numerous features like employee relief benefits, healthcare and insurance, and competitive pay to keep key employees. Scope Statement Continued Constraints Budget and time, everything must be done on time for the move and within the budget the company gives for the program. Specific state laws regarding human resources notifications HQ moving to one facility, while many services moving to another No down time in customer services Relocation and removal of Hazardous Materials A major SAP change was required to accommodate changes in accounting and operations.
  • 5. Assumptions The project will only be addressing the efforts to close former headquarter, produce an employee retention and rehiring program, and hiring managers to manage new locations. The project leaders will handle legal notifications and tasks. The company already announced the closures and moves to employees, customers, and public. Cost and savings expectations had been announced to the company board. Relocation of numerous operations including customer services, accounting and finance, and research and development laboratories. Special handling of research equipment and materials must be present with moving the company’s belongings. Senior Project Manager worked with a team of a client-provided Project Manager and Project Finance Manager. Scope Statement Continued Exclusions Will not hire or oversee personnel handling of hazardous materials. Moving of servers with IT provider/support. Any equipment requires specialized or approved vendors to move it. (Business Move Checklist) Contacting post office, banks, IRS, vendors etc. for change of address. Risks All key employees won’t relocate with new headquarter locations.
  • 6. Mishandling of equipment during move costing money. Managers are ineffective causing schedule setbacks like the rehiring process and getting departments prepared for business. Setbacks occurring that will delay proper closure of former headquarters key features of the WBS 1.0 Initiating Choosing Project Personnel Business Case Project Charter Risk Statement 2.0 Planning Scope Statement Stakeholder Management Plan Retention and Rehiring Program Project Kickoff Meeting 3.0 Executing Retention and Rehiring Program Operations Relocation Management Monitor and Control 4.0 Closeout Former Headquarters Retention and Rehires Programs Relocating Operations Quality Assurance Project Final Report/Audit
  • 7. Project Scope Change Control process 9 Change Request Project Manager Review of CR Sent to Sponsor, Senior management, and Board of Company for review, and stakeholders for implementation Approve, Deny, or Need More information (With reasoning) Sign Offs Approve or Deny with explanation Stakeholders involved are notified of decision Documented and Implemented into the scope
  • 8. recommended scope tradeoff Some benefits within the Retention and Rehiring Program could be exempt. Recommend features: Personal Growth and Development Program Work Environment Improvements Retail Case Study Scope Management Plan Rebecca J. Bernal The following presentation will discuss the Retail Case Study from PJM 6005 spring term. All speaker notes and information has been taken from the case study document and my previous term work regarding the project. *See citations on the notes of the final slide. 1 Executive summary The Retail Case Study Project will focus on the IT division of a Fortune 100 global retailer looking to improve their current project management training curriculum. According to the study briefing, the client has said that the current curriculum is not consistent with the company’s process and that participant feedback indicates that the course is not helping the department meet their goal of standardizing the project management process
  • 9. throughout the organization. PM College has been asked to create a custom project management curriculum with a series of courses targeted at multiple levels of knowledge as well as introducing new project management instructors to teach the curriculum. Due to the tight deadline, courses are to be released on a rolling schedule, and improvements are to be made based on insights given as courses are released. According to the PMBOK Guide, the purpose of the scope management plan is to discuss how the scope of the project will be “defined, developed, monitored, controlled, and validated.” The scope of this project will be contained to creating a custom and comprehensive project management training program and will be managed both in its ability to meet standards against the existing PMBOK-compliant Curriculum, and a client-imposed timeline and budget. The following presentation will go more in depth on this plan. 2 This project focuses on the IT division of a large global retailer looking to improve their current project management curriculum. PM College has been hired in an effort to create a custom project management curriculum that will be more in line with the organization’s process and standard of operation. They ask that the new curriculum target multiple levels of knowledge as well as introduce new instructors to teach the program. Due to the tight deadline, the new curriculum courses will be released on a rolling schedule and improvements are to be made based on insights given as courses are released
  • 10. Collecting requirements Requirements for this project will be collected in four distinct ways: -questionnaires and surveys -interviews -benchmarking -observation Questionnaires and surveys are a great way to get started on this project since this is such a large organization. In order to get a better feel for what the main problems in the current curriculum are from the general employee pool; a survey can be sent out to narrow down specifics. Interviews with organization executives and team leaders to find out what their main concerns are for the project Benchmarking or comparing the organization’s current curriculum against other IT project management curriculums in similarly sized organizations in order to see what improvements can be made Observation as the courses are released in order to learn about improvements that can be made as the project continues 3 Questionnaires & Surveys Interviews
  • 11. Benchmarking Observation Scope statement A scope statement should be comprised of a summary of the project, business requirements, solution requirements, project exclusions, key project features, assumptions and risks, and project approvals. A brief summary of this project was provided in the earlier slides. The other requirements will be discussed in depth in the following slides. All project changes should be approved by signature by all project sponsors, managers, and relevant team leaders. 4 Project Summary Business Requirements
  • 12. Solution Requirements Exclusions Key Project Features Assumptions & Risks Approvals Scope Statement Business Requirements Courses must be accessible in multiple languages Courses must adhere to PMBOK® Guide standards
  • 13. Courses should target at least three levels of knowledge