PROJECT TITLE: City University

PM401

DEBRAS
Introduction to
Project
Management

RETIREMENT HOME
Table of Contents
1. Team Management ...............................................................................................................................................2
1.1 Team Names ................................................................................................................................................2
1.2 Team SWOT ..................................................................................................................................................2
1.3 Roles and Responsibilities ............................................................................................................................2
1.4 Schedule of Work .........................................................................................................................................2
2. Approval Signature Page .......................................................................................................................................4
3. Scope Management ..............................................................................................................................................5
3.1 Problem Statement ......................................................................................................................................5
3.1.1 Description of Business Need ..............................................................................................................5
3.1.2 Justification for the Project .................................................................................................................5
3.1.3 High Level Scope ..................................................................................................................................6
3.2 Scope Statement ..........................................................................................................................................6
3.2.1 Deliverables .........................................................................................................................................6
3.2.2 Milestones ...........................................................................................................................................6
3.2.3 Customer Requirements .....................................................................................................................6
3.2.4 Constraints ..........................................................................................................................................7
3.2.5 Exclusions ............................................................................................................................................7
3.3 Assumptions .................................................................................................................................................7
3.4 Work Breakdown Structure (WBS) ...............................................................................................................8
4. Schedule Management .........................................................................................................................................8
4.1 Network Diagram .........................................................................................................................................8
4.2 Gantt Chart ...................................................................................................................................................8
5. Cost Management .................................................................................................................................................9
5.1 Project Budget by Work Package .................................................................................................................9
5.2 Time Phased Budget...................................................................................................................................10
6. Risk Management Plan .......................................................................................................................................10
6.1 Impact and Probability Scale ......................................................................................................................10
6.2 Risk Log.......................................................................................................................................................11
6.3 Risk Cube ....................................................................................................................................................12
7. Communication Matrix .......................................................................................................................................12
8. Methods of Assuring Customer Satisfacation .....................................................................................................13
9. Lessons Learned ..................................................................................................................................................13

Page 1 of 13
1. TEAM MANAGEMENT
1.1 TEAM NAMES
Phongeune (Bobby) Sourivanh
Diana Ward
Connie Anderson
Mauricio Urrea

1.2 TEAM SWOT

See attached PowerPoint

1.3 ROLES AND RESPONSIBILITIES

See Schedule of Work for assignments
Connie Project Coordinator / Editor
Diana Researcher
Bob Team contributor
Mauricio - Team contributor

1.4 SCHEDULE OF WORK

Assigned Action Assigned to Due Date Status

10/17/15 Create the team notebook with all of the Connie 10/24/15 Complete
necessary sections

10/17/15 Problem Statement Connie 10/24/15 Complete

10/17/15 Measurable Objectives and High Level Mauricio 10/24/15 Complete

Scope Bobby 11/7/15
Connie 11/21/15
Diana
finalized in 12/5/15
class
Bobby
10/31/15 List of Deliverables 10/31/15 Complete
Connie
Diana
10/31/15 List of Milestones Connie 10/31/15 Complete

10/17/15 Customer Requirements, Constraints, Diana 11/7/15 Complete

and Exclusions

Page 2 of 13
Assigned Action Assigned to Due Date Status

10/31/15 Assumptions Bobby 11/7/15 Complete

11/14/15
11/21/15

10/31/15 Work Breakdown Structure Connie 11/7/15 Complete

11/7/15 Network Diagram Connie 11/14/15 Complete

11/21/15

11/7/15 Gantt Chart Connie 11/14/15 Complete

11/21/15

11/7/15 Project Budget by Work Package Diana 11/14/15 Complete

11/21/15
Bobby
12/5/15 Risk Management Plan 12/5/15 Complete
Connie
Diana
Bobby
12/5/15 Communication Matrix 12/5/15 Complete
Connie
Diana
Bobby
12/5/15 Method of Assuring Customer 12/5/15 Complete
Connie
Satisfaction
Diana
Bobby
12/5/15 Lessons Learned Documented 12/5/15 Complete
Connie
Diana
12/5/15 PowerPoint Presentation Layout Connie 12/12/15 Complete

12/12/15 Finalize PowerPoint Presentation Team 12/12/15 Complete

Page 3 of 13
2. APPROVAL SIGNATURE PAGE
Approvals

Use this section to capture approval signatures from Project

Stakeholders.

Agreement Approval Form

Project Name:

I have reviewed the information contained in the Project Charter dated ______, and
agree to the baseline commitments specified in it.

Name, Project Manager Signature Date

Name, Project Sponsor Signature Date

Name, Title Signature Date

Name, Title Signature Date

Name, Title Signature Date

Name, Title Signature Date

Name, Title Signature Date

Sign and date this form and return to ___ at ___ by ___. The attached copy of the
document is provided for your records.

Page 4 of 13
3. SCOPE MANAGEMENT
3.1 PROBLEM STATEMENT
3.1.1 Description of Business Need
Debra Hildebrand has hired ABC Design and Construction to build her dream retirement
home. Debras current home will not meet the objectives she has for retirement life and
is looking to have a home that will provide some additional income for her during
retirement.

Debra has always wanted property that would be conducive to owning her own horse.
Building a barn with multiple stalls would provide her with additional income. These
stalls could be used to provide boarding for other people either with a full or self-care
boarding arrangement. With a riding arena on the property, her clients will have a place
to ride and practice.

The house on the property needs to be a ranch style home. Debra does not want to
contend with stairs in the later years. She intends to stay in this retirement home as long
as possible. The house does not need to be large, but should have space for entertaining
and the occasional family overnight visits.

3.1.2 Justification for the Project

Debra Hildebrand will be in need of a retirement home no later than 11/2016. Debra
currently lives in a 2,400 square foot home in the suburbs just outside of Seattle, WA.
This home has accommodated Debra and her familys needs over the last 20 years.
Additionally, Debra will no longer be commuting to work eliminating her need for
proximity to her office.

As Debra evaluates her finances and retirement income, she has determined that
downsizing would make the most sense. Debra is currently earning $5,000 per month
from her existing salary. Debras monthly housing expenses total $2,500 per month.
This includes her mortgage payment, property taxes, and homeowners insurance.
Debras goal is to reduce her monthly housing expenses to no more than $1,250 per
month. If Debra does not look at alternative housing arrangements, she will not be able
to meet her current monthly mortgage obligations once she is retired. This is based on
her pension and social security income that will be approximately $2,000 per month.

In an effort to plan ahead for retirement, Debra has decided to downsize and move further
outside of the inner city limits. By doing this, the goal would be to find a piece of
property that could accommodate a 1,200 square foot home. In addition to a smaller
home, Debra would also like a property large enough to accommodate a 6 stall stable for
horses as well as an arena. The property must be no less than 5 acres and no more than
10 acres. Having a stable that could accommodate 6 horses will provide Debra with a
supplemental income to help offset her reduced income. Debra projects 6 stalls at $500
per month for boarding will generate an additional $3,000 gross income per month
bringing her total monthly income to $5,000 per month once Debra retires.

Page 5 of 13
 With only 12 months to accomplish her goals, Debra would like to begin the process as
soon as possible. The overall goal and objective is for Debra to find a piece of property
large enough to accommodate a 1,200 square foot home, a 6 stall horse stable, and an
arena.

3.1.3 High Level Scope

Debras retirement home project will be successfully completed through a team and
network of highly collaborative individuals. This team will consist of a PM who will
help oversee completion of deliverables. Deliverables will be satisfied by a team
consisting of architects, contractors, carpenters, electricians, roofers, and plumbers.

3.2 SCOPE STATEMENT

3.2.1 Deliverables
Design
Home Construction
Barn Construction
Utilities
Finishing

3.2.2 Milestones
Design completed by March 4, 2016
Home Construction completed by July 15, 2016
Utilities completed by July 8, 2016
Barn Construction completed by July 1, 2016
Home ready for acceptance by July 29, 2016

3.2.3 Customer Requirements

Ranch style home (no stairs)
1,200 square foot home
At least 3 bedrooms (room for overnight guests)
2+ bathrooms
5 10 acres of land
Barn with multiple stalls (for income)
Riding arena

Page 6 of 13
3.2.4 Constraints
Complete project by retirement date of 9/1/2016
Stay within budget set for the project
Property purchased will have access to city utilities

3.2.5 Exclusions
Purchase of livestock
Home furniture
Barn equipment

3.3 ASSUMPTIONS
Bank loan has been secured and funded prior to start of the project
o Funds for project has been allocated as of 1/1/2016
The property, in which Deborah is purchasing has been surveyed and approved by
county and state for build. Permits and zoning for the build has been issued;
o Build permits acquired as of 3/1/2016
o Pre inspection and Final inspection pre/post build is required, by county
regulation.
Due to the projected completion date, cost of labor will greatly depreciate due to cold
weather; the cost of building supplies will also be impacted as a result of the winter
months.
o Labor cost from January through March will depreciate, -6%
o Price of Building supplies; Lumber & Raw Materials will rise, +18%
Given the time frame and float of the project, the project will NOT be significantly
impacted due to inclement weather or logistical factors, for final delivery. Due to
slack in the project schedule.
Maintenance cost for excavation and heavy equipment vehicles has been negotiated
with the construction company.
o Cost of maintenance/repairs of equipment will be covered at 95% by the ABC
Design and Construction company
o The remaining 5% will be subjected to overall project cost.
Administrative fees are currently assessed at a $150 daily rate.
o Current daily operations and administrative supplies

Page 7 of 13
3.4 WORK BREAKDOWN STRUCTURE (WBS)

1.0 Debra's Retirement Home

1.1 Design
1.1.1 Purchase Property
1.1.2 Decide on plans
1.1.3 Make changes to plans
1.2 Home Construction
1.2.1 Excavation & leveling
1.2.2 Pour foundation
1.2.3 Framing
1.2.4 Dry walling
1.2.5 Roof joists
1.2.6 Home Roofing
1.3 Utilities
1.3.1 Home Plumbing
1.3.2 Home Electrical
1.3.3 HVAC
1.4 Barn Construction
1.4.1 Barn Framing
1.4.2 Stalls
1.4.3 Barn Electrical
1.4.4 Barn Plumbing
1.4.5 Paddocks
1.4.6 Riding Arena
1.4.7 Barn Roofing
1.5 Finishing
1.5.1 Painting
1.5.2 Windows
1.5.3 Siding
1.5.4 Landscaping / Driveway
1.5.5 Flooring

4. SCHEDULE MANAGEMENT
4.1 NETWORK DIAGRAM
See MS Project file

4.2 GANTT CHART

See MS Project file

Page 8 of 13
5. COST MANAGEMENT
5.1 PROJECT BUDGET BY WORK PACKAGE

Task ID Task Name Budget 10% Total

Baseline Budget Budget
Reserve
1.1.2 Purchase Property $200,000 $20,000 $220,000
1.1.3 Decide on plans $6,000 $600 $6,600
1.1.4 Make changes to plans $2,000 $200 $2,200
1.2.1 Excavation & leveling $2,502 $250 $2,752
1.2.2 Pour foundation $13,000 $1,300 $14,300
1.2.3 Home Framing $19,200 $1,920 $21,120
1.2.4 Dry walling $1,404 $140 $1,544
1.2.5 Roof joists $13,317 $1,332 $14,649
1.2.6 Home Roofing $9,400 $940 $10,340
1.3.1 Home Plumbing $4,800 $480 $5,280
1.3.2 Home Electrical $1,538 $154 $1,692
1.3.3 HVAC $8,000 $800 $8,800
1.4.1 Barn Framing $19,200 $1,920 $21,120
1.4.2 Stalls $6,000 $600 $6,600
1.4.3 Barn Electrical $1,540 $154 $1,694
1.4.4 Barn Plumbing $4,800 $480 $5,280
1.4.5 Paddocks $6,900 $690 $7,590
1.4.6 Riding Arena $10,000 $1,000 $11,000
1.4.7 Barn Roofing $9,400 $940 $10,340
1.5.1 Painting $12,000 $1,200 $13,200
1.5.2 Windows $10,000 $1,000 $11,000
1.5.3 Siding $5,400 $540 $5,940
1.5.4 Landscaping / Driveway $42,500 $4,250 $46,750
1.5.5 Flooring $13,800 $1,380 $15,180
Sub-total $422,701 $42,270 $464,971
10% Management Reserve $46,497
Total $511,468

Page 9 of 13
5.2 TIME PHASED BUDGET
See file Time Phased Budget.xlsx

6. RISK MANAGEMENT PLAN

6.1 IMPACT AND PROBABILITY SCALE
Impact Scale

Project 1 2 3 4 5
Objective
Very Low Low Moderate High Very High

Cost Insignificant cost <10% cost 10-20% cost 20-40% cost >40% cost
increase increase increase increase increase

Time Insignificant <5% time 5-10% time 10-20% time >20% time
time increase increase increase increase increase

Scope Scope decrease Minor areas of Major areas of Scope reduction Project end item
barely noticeable scope affected scope affected unacceptable to is effectively
sponsor useless

Quality Quality Only very Quality Quality reduction Project end item
degradation demanding reduction unacceptable to is effectively
barely noticeable applications are requires sponsor sponsor useless
affected approval

Probability Criteria Rank

Remote probability of occurrence 1

Low probability of occurrence 2

Moderate probability of occurrence 3

High Probability of occurrence 4

Very high probability of occurrence likely failure 5

Page 10 of 13
6.2 RISK LOG
Risk Priority WBS ID Description Response Contingency Plan
#

1 1.2.6 Delay in inspection due Work ahead of time with the Re-plan tasks and utilize
to city inspector not city to ensure that the float in the project so that
1.3.1 being available when inspections are scheduled near the delivery date is not
1.3.2 ready for the inspection the projected completion of impacted
the WBS being inspected
1.3.3
1.4.3
1.4.3
1.4.7

2 1.5 Finish materials are not Order materials in the
available sequence they are needed and
in a timely manner, and
ensure customer involvement
Work with customer to
select multiple options
Utilize a vendor that has
multiple styles and options
to select from

3 1.2 Changes in customer Flexible is the floor plan.
requirements Have customer on-site for
frequent review.
Create a computer model to
show the customer
Work with customer to
adjust when possible and
explain impact of change
when it is not feasible

4 1.0 Project team safety Safety guidelines are shared in Ensure that sub-contractors
daily team meets have a plan to still have
resource available in the
event there is an injure

5 1.2 Rework identified Ensure work is done to the Re-plan tasks and utilize
during city inspections latest code and plans created float in the project so that
1.3 by the architect the delivery date is not
impacted

Page 11 of 13
6.3 RISK CUBE
5

4 Risk #3

3 Risk #1
Probability

2 Risk #2 Risk #5

1 Risk #4

1 2 3 4 5

Impact

7. COMMUNICATION MATRIX
What will be Frequency Target Audience Medium Responsible
communicated Person

Project Status Monthly All project members and Email Project

customer Coordinator

Team Meetings Daily Those who are on site In Person Project

working that day Manager

City Inspection Project All project members and Email Project

Results Plan Based customer Coordinator

Risks / Issues Bi Weekly Customer In Person Project

Manager

Milestone Milestone Customer In Person Project

Completion Based Manager

Page 12 of 13
8. METHODS OF ASSURING CUSTOMER SATISFACATION
Customer will be encouraged to stop by often to see progress
Up to date communications on risks and issues
Scheduled walk through appointments
Involvement in picking finishing material (i.e. fixtures, cabinets, flooring, etc.)
12 month warranty

9. LESSONS LEARNED
Being a project manager is a lot of work
Team participation is critical
Communication was key to keeping the team on track
Team had to be flexible to continue making progress when other team members were
unavailable
A team with a mix set of skills works well together to accomplish deliverables
o Computer skills
o Researching information
o Organization

Page 13 of 13