1.

Meeting plan
The project plan is now implementing. Therefore, it’s is really important to organize a
weekly meeting to keep everyone updated on how the project is implemented, or identify
potential risks and give solutions, etc.
Main goals of the meeting Time Responsibilities
1. Clarify roles and responsibilities 8am – 9am  Max Lionel (CEO)
and ensure written record of  Thi To Nhu Tran (Project
agreement, e.g. obtain signatures manager)
on roles and responsibilities  Riz Mehra (Chief Financial
template provided Officer)
2. Determine need for support and 9am - 10am
 Kim Sweeney (Operations
inform team members of your
General Manager)
support needs
3. Discuss monitoring and record- 10am – 11am  Les Goodale (Human
keeping systems as required by the Resources Manager)
organisation  Sam Lee (Manager
4. Discuss risk management 11am – 12pm Residential Realty)
approaches (identify risks and  Pat Misfud (Manager
develop solutions) Commercial Realty)

2. Roles and responsibilities

In order to ensure the success of the project, it’s really important for everyone to know their
roles and responsibilities. Their specific duties will be detailed in the table below.
Role Name/s Responsibilities Signature/s
Project Max Lionel Realty • Approving project plans, ML
client/owner requesting changes
• Raising issues and risks
• Approving milestones
• Releasing payments
• Accepting (or declining) the
final deliverables of the project.
Project CEO: Max Lionel • Make key business decisions ML
sponsor/project for the project
director/projec • Approve the project budget
t board • Ensure availability of
 resources
• Communicate the project’s
goals throughout the
organization
Project Thi To Nhu Tran • Develop a project plan NT
manager (Nina) • Manage deliverables
according to the plan
• Recruit project staff
• Lead and manage the project
team
• Determine the methodology
used on the project
• Establish a project schedule
and determine each phase
• Assign tasks to project team
members
• Provide regular updates to
upper management
Manager of the Operations General •Makes the business decisions KS
project Manager: for the program/project
manager Kim Sweeney • Participates day-to-day in one
or more programs/projects
• Makes user resources
available
• Approves work products
• Disposes of issues and project
scope change requests
Project team • Contributing to overall project
members objectives
• Completing individual
deliverables
• Providing expertise
• Working with users to
establish and meet business
 needs
• Documenting the process
Steering • Max Lionel • Providing input to the
committee/ (CEO) development of the project,
working party. • Riz Mehra (Chief including the evaluation
Financial Officer) strategy; ML
• Kim Sweeney • Providing advice on the
(Operations budget;
General Manager) • Defining and helping to
• Les Goodale achieve the project outcomes;
(Human Resources • Identifying the priorities in the
Manager) project – where the most energy
• Sam Lee should be directed;
(Manager • Identifying potential risks;
Residential Realty) • Monitoring risks;
• Pat Misfud • Monitoring timelines;
(Manager • Monitoring the quality of the
Commercial project as it develops;
Realty) • Providing advice (and
• Client’s sometimes making decisions)
representative about changes to the project as
• Tenant’s it develops.
representative
Project Title: : Building customer goodwill Project Client: Date:
and satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Page x of y
Max Lionel (CEO) Thi To Nhu Tran Roles and
(Nina) Responsibilities

3. Three status reports as per record-keeping requirements

Information was taken from the work breakdown structure in the assessment 1.
Status report (25% of timeframe) (from 22/02/2021 – 28/02/2021)
Project: Building customer goodwill and satisfy its legal and ethical obligations
Item Work Milesto Revised Budgete Revised Responsibl
completed ne date / actual d cost / actual e
to-date date cost
Sub-task 1.1: Identify the effective channels to communicate
1.1.1. Identify the Completed 23/2 23/2 400 395 Human
type of message Resource
(legal and ethical Manager
obligations;
standards or Project
codes of conduct) Manager
1.1.2. Identify Completed 23/2 23/2 400 400 Project
who the message team
will send to members
(agents)
1.1.3. Identify Completed 23/2 23/2 400 395 Project
communication team
channels (emails, members
meeting, etc)
Sub-task 2.1 Create a document about standards in professional conduct
2.1.1. Identify Completed 23/2 23/2 400 396 Human
stakeholders to Resource
promote Manager
Project
Manager
2.1.2. Research to Completed 25/2 24/2 1300 1550 Project
gather related team
information members
Human
Resource
Department
2.1.3. Create a Completed 28/2 27/2 1300 1290 Human
document (follow Resource
Real Estate Department
Institute of
Victoria (REIV),
Code of Conduct
and relevant
legislation)
Sub-task 3.1 Identify effective channels to inform
3.1.1. Gather list Completed 25/2 25/2 400 397 Manager
of clients and Residential
tenants Realty
Manager
Commercia
l Realty
3.1.2. Identify Completed 25/2 25/2 410 405 Project
effective channel team
(email) members
Project Title: Building customer goodwill Project Client: Date:
and satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Project status report Page x of
CEO – Max Thi To Nhu Tran (25% of timeframe) y
Lionel

Status report (50% of timeframe) – (from 1/3/2021 – 7/3/2021)

Project: Building customer goodwill and satisfy its legal and ethical obligations
Item Work Milestone Revised/ Budgeted Revised Responsible
completed date actual cost / actual
to-date date cost
Sub-task 1.2: Inform agents the message
1.2.1. Create In 5/3/2021 8/3/2021 1500 1495 Human
company’s progress Resources
policies about Department
legal and
ethical
obligations;
standards or
codes of
conduct
1.2.2. Completed 5/3/2021 4/3/2021 0 0 Financial
Elaborate the Manager
budget for the
task Project team
1.2.3. Inform In 7/3/2021 8/3/2021 1420 1690 Human
agents the progress Resources
message Department
through
identified Project team
channels.
Sub-task 2.2 Promote to identified stakeholders
2.2.1. Promote Completed 4/3/2021 5/3/2021 1500 1670 Human
information in Resources
a document by Department
using effective
channels Project team
(meeting,
training
sessions)
2.2.2. In 6/3/2021 8/3/2021 800 850 Cooperation
Organize tests progress between all
to assess the related
success of the departments
task Project team
2.2.3. Completed 3/3/2021 3/3/2021 0 0 Financial
Elaborate the Manager
budget for the
task Project team
Project Title: Building customer goodwill and Project Client: Date:
satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Project status Page x of
CEO – Max Thi To Nhu Tran (Nina) report (50% of timeframe) y
Lionel
Status report (75% of timeframe) – (from 8/3/2021 – 14/3/2021)
Project: Building customer goodwill and satisfy its legal and ethical obligations
Item Work Milestone Revised/ Budgeted Revised Responsible
completed date actual cost / actual
to-date date cost
Sub-task 3.2 Convey MLR’s commitments
3.2.1. Completed 10/3/2021 9/3/2021 850 840 CEO
Determine
MLR’s Operation
specific General
commitment Manager
for clients or
tenants, Human
which is Resources
write in Manager
professional
language.
3.2.2. inform Completed 13/3/2021 12/3/2021 1500 1450 Sale team
clients and Manager
customer via Residential
selected Realty
channels Manager
Commercial
Realty
3.2.3. Completed 12/3/2021 11/3/2021 0 0 Financial
Elaborate the Department
budget for Project team
the task
Sub-task 4.1. Explain and communicate the outcomes of the project to employee and clients
4.1.1. Completed 9/3/2021 10/3/2021 800 796 CEO
Develop Project
objectives Manager
Operation
General
Manager
4.1.2. In 11/3/2021 15/3/2021 1060 1210 Human
 Organize progress Resources
training Department
session Project
Manager
4.1.3. Completed 11/3/2021 9/3/2021 560 550 CEO
Explain Human
company’s Resources
expectation Manager
4.1.4. Completed 10/3/2021 11/3/2021 0 0 Financial
Elaborate the Department
budget to the Project team
task
Project Title: Building customer goodwill and Project Client: Date:
satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Project status Page x of
CEO – Max Thi To Nhu Tran (Nina) report (75% of timeframe) y
Lionel

4. Risk management reports

4.1. Change requests
Change request – Project
Issued by Oliver Mariko
Item affected Budget

Nature of change Some work items experienced over budget during

requested implementation process.
Reason for change Because of deadline’s pressure, employees need to work
overtime.
Impact on scope None
Impact on budget Actual budget is $15,794.
$794 higher than estimated budget.
Impact on schedule Some of the work items haven’t been done by the milestone
date.
Change authorised: Yes/No Adj. completion Adj. final
date: budget: $15,779
Signed: Signed Signed Signed
Project Manager NT Sponsor ML Client NH TY
Date: 15/3/2021 Date 15/3/2021 Date 15/3/2021 Date 15/3/2021
 Project Title: Building customer goodwill Project Client: Date:
and satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Page x of y
CEO-Max Lionel Thi To Nhu Tran Change request

4.2. Issue log

Item Strategy Date Date resolved
logged
Over budget Spend the money from 24/2/20212 25/2/2021
Research to gather other work items that
related information have done, which is
under estimated budget.
Over budget Reduce the frequency 5/3/2021 8/3/2021
Inform agents the of sending message.
message through
identified channels.
Over budget Promote information 4/3/2021 5/3/2021
Promote information in a online (email).
document by using Shorten the documents
effective channels but keep important
(meeting, training information.
sessions)
Over budget Organise online test 7/3/2021 9/3/2021
Organize tests to assess that will reduce those
the success of the task costs such as: time,
people, rooms, etc.
Organize online 13/3/2021 15/3/2021
Over budget training session, which
Organize training session is easy for employees to
access, to reduce cost
(time, people, rooms,
etc.)
Signed: Signed: Signed: Signed:
Project Manager Sponsor Client
Thi To Nhu Tran Max Lionel HN VT
Date: 15/3/2021 Date: 15/3/2021 Date: 15/3/2021 Date: 15/3/2021
 Project Title: Building customer goodwill Project Client: Date:
and satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Page x of
CEO – Max Lionel Thi To Nhu Tran (Nina) Issue log y

4. Draft project deliverables

Project deliverables Type of documents Date issued
Identify project’s goals Business report 1/3/2021
Identify the effective channels to Business report to save the 1/3/2021
communicate with agents effective channels.
Create company’s policies about legal Company’s policies 1/3/2021
and ethical obligations; standards or
codes of conduct in order to inform
agents
Promote the documents to identified Using email to send the 1/3/2021
stakeholders documents to identified
stakeholders
Determine MLR’s specific commitment Is saved as one of the 1/3/2021
for clients or tenants, which is write in company’s policies.
professional language.
Identify effective channels to inform Business report to save the 1/3/2021
MLR’s commitment effective channels.
Explain and communicate the outcomes The document is saved and 1/3/2021
of the project to employee and clients sent vis email if online, or hard
copy is handed to employees
and clients in a meeting.
Elaborate the budget for tasks listed Financial plan for the project 1/3/2021
above

5. Final project deliverables

After short period of time implementing the project, project team has decided on the final
project deliverables as listed below:
Project deliverables Type of documents Date issued
Identify project’s goals Business report 10/3/2021
Research to gather all related information Business report about related 10/3/2021
information
Identify the effective channels to Business report to save the 10/3/2021
communicate with agents effective channels.
Create company’s policies about legal Company’s policies 10/3/2021
and ethical obligations; standards or
codes of conduct in order to inform
agents
Create a document about standards in Is saved as company’s policies 10/3/2021
professional conduct
Promote the documents to identified Using email to send the 10/3/2021
stakeholders documents to identified
stakeholders
Organize test to assess the success (how Test is organized online. 10/3/2021
stakeholders understand the standards in
professional conduct)
Determine MLR’s specific commitment Is saved as one of the 10/3/2021
for clients or tenants, which is write in company’s policies.
professional language.
Identify effective channels to inform Business report to save the 10/3/2021
MLR’s commitment effective channels.
Explain and communicate the outcomes The document is saved and 10/3/2021
of the project to employee and clients sent vis email if online, or hard
copy is handed to employees
and clients in a meeting.
Elaborate the budget for tasks listed Financial plan for the project 10/3/2021
above