Project Plant Pals

Operations & Training Plan

July 16th

Document Status: Draft | In Review | Approved

Executive Summary:
The creation and implementation of Operations and Training plan marks a new stage of the
Plant Pals project with its own set of goals and deliverables. It’ll create sustainable fulfillment
and delivery practices and is essential to successful launch of the service. There is a need to
create internal processes and training procedures for support teams, so they can meet the
demands of the Plant Pals service

Project Goal

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

● To build an Operations and Training plan for the new service, for creating
sustainable fulfillment and delivery practices for the service’s day-to-day
operations.
● It will be achieved by creating internal processes and training procedures by
setting up operational tools, putting delivery processes in place, and training
employees, within 6 months under a budget of $75,000.

Deliverables

1. Plant delivery and logistics plan to make the ordering process efficient, which
includes purchasing delivery trucks, hiring drivers, and calculating delivery
fees.
2. Selection, installation, and maintenance of order processing and Supply Chain
Management software to make revenue streams more efficient.
3. Build employee training program, consisting of communications plan, training
 lessons.
4. Scheduling and conducting training sessions to train at least 90 % of
employees before official launch.

Business Case / Background

Why are we doing this?

● To help mitigate potential revenue losses due to late shipments and
cancellations by ensuring an efficient, high-quality customer experience.
● Customer satisfaction and retention over a longer period.
● Successful launch of the website.
● Supports the larger project goal of a 5% revenue increase for Office Green.

Benefits, Costs, and Budget

Benefits:
● Support new service leading to 5% revenue increase, reduce late shipments
and related costs, increase customer satisfaction
● Maintain excellent service for efficient functioning.
● Additional benefits (optional):

Costs:
● Price of software, installation fees, time spent on hiring and training
● Additional cost areas (optional):

Budget needed:
● $75,000

Scope and Exclusion

In-Scope:
● Customer service standards, delivery processes, training protocols
● Creation of a plant delivery and logistics plan including purchasing delivery
trucks, hiring drivers, and calculating delivery fees.
● Set up order processing and SCM software.
● Selection, installation, and maintenance of the software.
● Development and launch of an employee training program.
● Creation of a communications plan, preparing training lessons, and scheduling
and conducting training sessions.
 ● Other in-scope items (optional):

Out-of-Scope:
● Product development, vendor contracts
● Other out-of-scope items (optional):

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. Deliver 95% of orders on time within 1 month of launch.
2. Training of 90% of employees before the official service launch.
3. Create a communications plan, prepare training lessons, and schedule &
conduct training sessions.
4. All orders should be packaged and ready for shipment, within two business
days of being placed.