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Humber College, School of Applied Technology - Project Management Post Graduate Program

Procurement
SOW
Project Name: Credit Card Launch

Student/Team Name:

Date:

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1. Purpose Statement

The aim of the project is to launch the new Credit card which targets the Generation Z. As the
distribution is mainly done via Call Centre and Company website, there is a need to get the
employees trained about the new features, uses and optimal interest rates to successfully
launch and maintain the project. So, the purpose of procurement is to have an agreement
with a supplier which has prior knowledge in the kind of system being developed and can help
employees to scale up to support the project once it goes live.

2. Scope Statement

The scope for procurement is mainly focused on procuring the training organization who can
develop the training material and deliver the training for the employees on product and sales
techniques. It is mandatory for the training organization to conduct the trainings in in-class
room sessions. There are 300 employees eligible for the training where 240 employees are
English speakers and the other 60 are French speakers. So, the study material must be
formulated for both the languages. The trainers must be good in both the languages (English
& French). Since the employees come to the office in different shifts and prefers language, the
training schedule must be drafted in accordance to their schedule and language
understandability. As the launch is scheduled to happen on October 1, 2020, the trainings
must be finished by a week before. In addition, the supplier is responsible for providing all the
platforms to work on the product materials.

3. Procurement Key Deliverables


Following are the key deliverables for the procurement services:

Deliverable Description
Training Material Complete product and sales techniques material must
be provided in English and French languages.
Schedule for Training The training must be conducted in in-class room
sessions with different batches for people working in
different shifts and different language preferences.
Infrastructure Supplier to provide all the platforms to work on the

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material.

4. Procurement Goals and Objectives

 The employees are skilled with product and sales techniques.


 The cost of the project budget would be saved by outsourcing this training to the supplier.
 The service providers fulfillment of the contract terms and condition.

5. Cost Estimate
The total budget of the project is $1,000,000

Tasks Allocation Estimated cost


Training Employees 30% $300,000
Product Development 20% $200,000
Infrastructure 40% $400,000
Utilities 5% $50,000
Advertisement 5% $50,000

6. Milestone-level Schedule
The project is scheduled to start on August 1, 2020. The key milestone level schedules are
listed below:

Deliverables Finished dates


Office setup August 30 , 2020
Manpower availability September 25, 2020
Product development(credit cards) September 28, 2020
Training Completion September 24, 2020
Launch date October 1, 2020

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7. Key Stakeholders List

Following are the key stakeholders :

Key stakeholder Role


Project Manager Management of the project
Business Analyst Business case and requirements
Procurement Manager Management of the procurement
Procurement Management Team Perform procurement plan
Employees Scale up on product and sales techniques
Vendor Conduct Training and document training
material

8. Key Assumptions & Constraints


Assumptions :

 The new credit card attracts 100,000 of customers from generation Z.


 Procurement will be completed as per procurement schedule.
 Procurement team will have minimum 10 responders to RFP.
 Supplier will provide materials and deliver in-class training to 300 employees within
time.
 Call center will provide support in both languages.
Constraints :

 Launch event for the credit card will be completed by the end of October 1, 2020.
 Employees should be able to communicate in both languages.
 The budget for the project is $1,000,000.
 The deadline of the training completion is September 24, 2020.

This study source was downloaded by 100000832949465 from CourseHero.com on 10-14-2022 19:28:34 GMT -05:00

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