Project Management Foundations: Small Projects

with Bonnie Biafore

Project Definition

Customer: Beth, business owner

Project name: New Office and Technology

Project goal: The goal is to move into a new office and install office technology that will support the
desired business’ growth for the next five years ($3,000,000 annual revenue and 15 employees).

Objectives and results:

• Office space in convenient location

• Office network

• Internet service

• Phone system
• Business software including email, collaboration tools, and financial software

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Deliverables

Deliverables Description Success Criteria

Punch list finished and

New office space ready for
Construction build-out complete accepted—space ready for
occupancy
clients

Completed test that computers

Network operational Network configured and ready can connect to other devices on
network

Successfully connect to websites

Internet service connected Internet service connected
on the internet

Completed test that all phones

Phone system configured and
Phone system operational work, a new phone can be
ready
added, and lines can be modified

Completed test that software

Software operational Software configured and ready programs can be launched and
used

Intermediate deliverables

Lease agreement with negotiated

Signatures from landlord and
Signed lease agreement terms—build-out of space is
business owner on agreement
separate agreement

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Deliverables

Approved design for new space

Blueprints produced in format

Drawings 5 sets of drawings for county
specified by the county.

Building permit Form from county government

Certificate of occupancy Form from county government

Build-out completed according

Sign-off on completed build-out
Signed acceptance of the build-
to drawings unless change
out after the items on the punch
requests were approved. Any
list have been fixed
discrepancies on punch list fixed.

Furniture and equipment

Furniture and equipment
installed according to interior Layout matches the interior plan.
installed
plan.

Review design with owner and

Network design Network design document
obtain approval

Owner approves internet service

Internet service contract Internet service contract plan and signup confirmation
obtained

Phone system document with

Phone system configuration Owner approves configuration
initial configuration

Document with requirements for

Software requirements Owner approves requirements
business software

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Scope statement:
• New office space ready for occupancy
• Network operational
• Internet service connected
• Phone system operational

• Software operational

Out of scope:
• Updated website
• Updated marketing materials

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