Professional Documents
Culture Documents
Projects 1 and 2
Projects 1 and 2
PROJECT 1
1. TASK 1
1.1. Part 1
Report
Wilson & Jones is a company that specialises in driving digital transformation
across small, medium and large organisations. They design with their customers in
mind; developing, customising and extending their digital platform, Wilson Jones,
based on their specific user and design needs. They have recently approved a
project to implement a new Content Management system (CMS) for use by the
Sales, Customer Service and Marketing departments. This new CMS will replace
the existing CMS, NextGen, which has been used since 2006.
Policy Summary
The WILSON & JONES Project Management Policy recognises that each project is
unique and supports two alternate approaches to implementing projects. The
traditional mode, that follows the “waterfall” approach which emphasises detailed
planning upfront and execution of those plans, as they are. This model has
previously formed the foundation of the WILSON & JONES philosophy:
• Suitability
• Target
• Planning
• Implementation
• Funding
In all models, the approvals and project governance model are based on the
applicable project category. Project management practice supports decision-
making about investments and project spending. Its purpose is to analyse and
provide information about projects in their performance and support the selection of
new projects. It is recommended that projects progress through the following
project phases:
• PRE-INITIATE PHASE
• INITIATE PHASE
• PLAN PHASE
• IMPLEMENT PHASE
• CLOSE PHASE
• POST-PROJECT OPERATIONS
Projects can be funded from operational or capital funds or a combination of both.
Operational funds can be used for simple projects and to absorb any staff costs in
relation to the work done in the project. It can also be used to fund any professional
or consulting services provisioned for a project where the output is not an asset to
be capitalized.
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920
This procedure will be formally reviewed every 5 years in conjunction with the
WILSON JONES Project Management Policy. The procedure will be reviewed for
any minor amendments every 12 months by the Responsible Officer or delegated.
Each one to support the area oversees and produce the activities that needs to be
done and inform how to control them.
1.2. Part 2
Position description (PD)
a. Description of the project
Senior Management at Wilson & Jones have recently approved a project to
implement a new Content Management system (CMS) for use by the Sales,
Customer Service and Marketing departments. This new CMS will replace the
existing CMS, NextGen, which has been used since 2006. This project is
considered critical to the success of the business. Wilson & Jones specialises in
driving digital transformation across small,medium and large organisations.
They design with their customers in mind; developing, customising and extending
their digital platform, Wilson Jones, based on their specific user and design
needs.
The high-level scope of Wilson & Jones’ CMS project includes:
A review of all current business processes, “as is” activities
Detailed requirements gathering from all impacted work areas, Sales,
Marketing and Customer Service
Request for Tender from relevant CMS suppliers
Evaluation and selection of preferred vendor (Salesforce)
Purchase and configuration of a suitable software product (Salesforce)
Configuration and customisation of selected software as necessary to meet
Wilson & Jones’ requirements
Review and clean-up of existing data prior to migration to the new CMS to
reduce the number of duplicate client entries
Software design, development, testing and installation
Purchase of user licenses
Data migration
End user training
Testing (including stress testing, fail over testing, integration testing and user
acceptance testing)
Go live rollout and support.
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920
c. Reporting Authority
2. TASK 2
2.1. Part 1
APPENDIX A
Project Governance Plan Template
1. Introduction:
Senior Management at Wilson & Jones have recently approved a project to implement a
new Content Management system (CMS) for use by the Sales, Customer Service and
Marketing departments. This new CMS will replace the existing CMS, NextGen, which has
been used since 2006. This project is considered critical to the success of the business.
3. Purpose:
Implement a new Content Management system (CMS) for use by the Sales,
Customer Service and Marketing departments.
4. Project Outcomes and Expectations:
The high-level scope of Wilson & Jones’ CMS project includes:
A review of all current business processes, “as is” activities
Detailed requirements gathering from all impacted work areas,
Sales, Marketing and Customer Service
Request for Tender from relevant CMS suppliers
Evaluation and selection of preferred vendor (Salesforce)
Purchase and configuration of a suitable software product (Salesforce)
Configuration and customisation of selected software as
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920
iii. Timeline
One month
b. Plan Phase
i. Actions to be taken
WBS and WBS Dictionary refined and project schedule
developed
Hold requirements gathering workshops with impacted
stakeholders
Have all requirements documented
Review of documented requirements by stakeholders
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920
iii. Timeline
One month
c. Implement Phase
i. Actions to be taken
Sign contract with Salesforce
Agree on customisation requirements and specifications
Agree on configuration requirements
Approve and finalise customisation and configuration
specifications
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920
iii. Timeline
Two months
d. Close Phase
i. Actions to be taken
Technical support handover including full review of end
product against initial requirements
Post implementation review
Final communication plan review
Close any outstanding Risks or Issues
Sign off and close project budget
Produce end of project report
Perform a change management review
Ensure all documentation required for the project is
distributed
Ensure the stakeholders have been involved in
the decision and assessment that the project is
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920
complete
Project closedown authorised by Project Sponsor
iii. Timeline
One month
iii. Timeline
One month
PMO team
The following email is to invite you to organize work meetings together where we
can all participate because we are responsible for this project. Everyone can make
their proposal with the times they have available and we organize a meeting
schedule. Likewise, I propose that the meetings be held at the facilities of our
company WILSON & JONES, but if anyone wants to propose another place, they
can do so. My proposal is that the meetings be at 9:00 am on Monday and
Thursday.
I am sending you in this email a copy of the document Project Governance Plan for
you to review and if you have any questions about it, please let me know. I will be
waiting for your comments and I appreciate your attention.
Best regards
Jhon Eider Gómez
Project Manager
PROJECT 2
TASK 1
Part 1
WILSON & JONES
Dear Project team,
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920
It has caught my attention to see that there have been some drawbacks among the
developers of the web, since some activities have been carried out that have
impaired the workflow of the other members of the team. This email is to
communicate my concern for the management that has been given to this
situation.
We all form a team and we must remember what our responsibilities are in the
development of the project so that there are no inconveniences or problems
between us.
Everyone has done a wonderful job so far and we have been able to meet the first
objectives of the project, so let us focus on our work. On the other hand, I want to
remind you that at WILSON & JONES we have very clear policies in this regard
and it is my job to warn you that if your differences are still present we will have to
suspend your activities within the project. I hope that is not necessary.
Best regards
Jhon Eider Gómez
Project Manager
Part 2
Appendix G - Excel
EMAIL
questions about it, please let me know. I will be waiting for your comments and I
appreciate your attention.
Best regards
Jhon Eider Gómez
Project Manager
TASK 2
APPENDIX C
Lessons Learned and Recommendations Template
Lessons Learned
Date: 18/05/2020
Increase diversity
Appoint competent board members
Ensure timely information
Prioritize risk management
Evaluate board performance
Recommendations:
The client is recommended to use the follow-up manuals to check that the
website works correctly, additionally they can contact us about the after-sales
service to keep the job well done in the development of the website.
Conclusion:
In order to make a project of web development there are a few elements you
need to have in mind, like for example:
Budget
Design requirements
Purpose
Target market
Deadline
Content
Copyright information for content
Universal Institute of Technology Pty Ltd
T/A Universal institute of Technology
Address: Level 1 131 Queen Street, Melbourne, VIC-3000
Ph No: 03 9600 0087, Web: www.uit.edu.au
Email: info@uit.edu.au, ABN No: 33126585920