Project Plant Pals

Operations & Training Plan

July 31st

Document Status: Draft | In Review | Approved

Executive Summary:

The project outcome seeks to build and improve on having a better plan for training and
operations for a new service.
It also seeks to set goals and deliverables for the creation and implementations of the planned
stage of project plants pals.
The desired outcome is to create sustainable fulfillment and delivery practice for the service to
day-to-day operations.

Project Goal

SMART: Specific, Measurable, Attainable, Relevant, and Time-bound

● Creating sustainable fulfillment and delivery practice for the day-to-day
operations.
● To mitigate potential financial losses due to late shipment and cancelation by
ensuring an efficient, high-quality customer experience.
● To increase revenue of office green by 5% at the end of the year by rolling out
a new service that provides office plants to top clients.

Deliverables
 1. Creating a delivery and logistics plan for the plant to make the fulfillment
process as efficient as possible, and deliver 95% order on time.
2. Maintain excellent service standard through developing and launching
employees training program.
3. Increase brand awareness.

Business Case / Background

Why are we doing this?

● Engaging with new top clients.
● Improving our speed of service and delivery.
● Customer satisfaction and retention.
● Increase revenue by some percentage and minimize cost.

Benefits, Costs, and Budget

Benefits:
● Support new service leading to 5% revenue increase, reduce late shipments
and related costs, increase customer satisfaction
● Increase customers trust
● Making office green the number one delivery of office plant.
● There would be reduction in food wastage.
● Staff would be trained and better equipped.

Costs:
● Price of software, installation fees, time spent on hiring and training
● It will help save cost incurred due to late deliveries and shipments.
● There would be an increased amount in cost of training kitchen staff.
● Maintenance fee, website update and menu design fee among others will be
incurred.
Budget needed:
● $75,000

Scope and Exclusion

In-Scope:
● Customer service standards, delivery processes, training protocols
● Delivery and logistics plan to make fulfillment process possible
● Gaining customers trust and satisfaction.
 ● Food wastages reduction
● Metric that captures staff performance

Out-of-Scope:
● Product development, vendor contracts
● Creating good communication plan.
● Adjust policy on order return as part of tablet rollout

Project Team

Project Sponsor: Director of Operations

Project Lead: Project Manager (You!)

Project Team: Fulfillment Director, Quality Assurance Tester, Inventory Manager,

Financial Analyst, Human Resources Specialist, Training Manager

Additional Stakeholders:VP of Customer Success, Account Manager, Receptionist,

Sales Director, Sales Team, Marketing Director, Investors

Measuring Success

What is acceptable:
1. Increase of revenue by 5%
2. Training 90% of employees better ahead of the launch.

Misalignments

 Not all stakeholder was aware of tablet rollout order

 Not all stakeholder agreed to new tablet rollout
 Not all stake holder favour changes in the restaurants
 They are not committing to adjusting policies guiding the policy