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Project Charter refers to a statement of objectives in a project. This statement also sets out detailed project goals, roles and responsibilities, identifies the main stakeholders, and the level of authority of a project manager. It acts as a guideline for future projects as well as an important material in the organization's knowledge management system. You have been asked to develop a Project Charter for an upcoming project by your company’s top management. Your Project Charter shall include but are not limited to the following:

• Project Background
• Problem Statement
• Project Objectives & Goals
• Project Schedule/Milestone
• Risks involved with the project
• Project Costing and Budget
• Stakeholder’s roles and responsibilities of the participants involved
• Informed and effective communication plan

Project Objectives

The company “Yehia Sushail & Bros Co.” is one of the retail companies of Yemen. The company was established in the year 1969 by the distributor of products as well as commodities. It generally started as one of the small retail shop and now the business of the company is expanding and therefore numbers of branches have opened in different place which generally surrounds market cities as well as areas for appropriate distribution and marketing of products. In addition to this, it is identified that the company also expanded its investment in other fields including exchange of foreign money, real estate investment and more.

It is identified that as the company is expanding andnumber of branches of the company has opened in different places, it’s become quite difficult for the higher authorities to handle all the branches of the company properly at one time. They are not able to access the data properly and as a result they have to visit every branch in order to collect information. In order to resolve this problem, the higher authority of the organization wants to develop cloud based ERP so that an individual can easily access the data of different branches at one time irrespective of time and place.  In addition to this, development of cloud based ERP helps in enhancing flexibility, scalability, support as well as assists in enhancing security.

The objectives of the project are as follows:

  • To develop cloud based ERP system within the company Yehia Sushail& Bros Co
  • To resolve the issues that the company is facing
  • To handle the entire operation of the company effectively

The main goal of the company “Yehia Sushail & Bros Co” is to develop cloud based ERP system within the organization in order to resolve the issues that the higher authorities of the company facing in managing all the branches of the company effectively. In addition to this, they also wants to opt for cloud based ERP as it helps in enhancing flexibility as well as scalability of the business operation.

Task Name

Duration

Start

Finish

Predecessors

Resource Names

Development of Cloud based ERP system in Yehia Sushail & Bros Co.

41 days

Mon 01-01-18

Mon 26-02-18

   Initiation phase

14 days

Mon 01-01-18

Thu 18-01-18

       Developing business case

4 days

Mon 01-01-18

Thu 04-01-18

Project planner, Project manager

      Undertaking feasibility study

4 days

Fri 05-01-18

Wed 10-01-18

2

Financial manager

      Establishing project charter

5 days

Fri 05-01-18

Thu 11-01-18

2

Project planner

       Appointing team members of the project

6 days

Thu 11-01-18

Thu 18-01-18

3

Project planner, Project manager

   Planning phase

13 days

Thu 11-01-18

Mon 29-01-18

       Creating project panning

5 days

Fri 12-01-18

Thu 18-01-18

4

Project planner, Supervisor

      Creating resource planning

7 days

Fri 12-01-18

Mon 22-01-18

4

Project planner,Financial manager, Human resource manager

      Creating financial plan

6 days

Fri 19-01-18

Fri 26-01-18

5

Project planner,Financial manager

       Creating quality plan

5 days

Fri 19-01-18

Thu 25-01-18

5

Supervisor,Financial manager, Risk analyst

      Creating risk plan

7 days

Thu 11-01-18

Fri 19-01-18

6

Risk analyst, Tester

      Creating acceptance plan

6 days

Thu 11-01-18

Thu 18-01-18

6

Project planner, Supervisor

      Creating communication plan

5 days

Fri 19-01-18

Thu 25-01-18

8

Project planner, Supervisor

      Creating procurement plan

7 days

Fri 19-01-18

Mon 29-01-18

8

Project planner, Supervisor,Financial manager

   Execution phase

24 days

Fri 19-01-18

Wed 21-02-18

       Analyzing business needs

15 days

Tue 23-01-18

Mon 12-02-18

9

Supervisor, Database manager, Human resource manager

       Selection of cloud based ERP system

12 days

Mon 29-01-18

Tue 13-02-18

10

Supervisor, Technical engineer

       Work customization

15 days

Fri 26-01-18

Thu 15-02-18

11

Risk analyst, Technical engineer, Project planner

      Data migration

16 days

Mon 22-01-18

Mon 12-02-18

12

Database manager, Technical engineer, Tester

       Checking infrastructure

17 days

Mon 22-01-18

Tue 13-02-18

12

Supervisor, Risk analyst, Technical engineer, Tester

      Customization

19 days

Fri 19-01-18

Wed 14-02-18

13

Database manager, Project manager, Technical engineer

      Change management

18 days

Fri 19-01-18

Tue 13-02-18

13

Project planner, Supervisor, Database manager, Risk analyst, Technical engineer

      Technology and knowledge transfer

17 days

Fri 26-01-18

Mon 19-02-18

14

Supervisor, Database manager, Risk analyst, Technical engineer

      Testing project management

15 days

Fri 26-01-18

Thu 15-02-18

14

Risk analyst, Tester

       System integration testing

16 days

Tue 30-01-18

Tue 20-02-18

15

Supervisor, Database manager, Technical engineer

      User acceptance testing

17 days

Tue 30-01-18

Wed 21-02-18

15

Supervisor, Technical engineer

   Closing phase

27 days

Fri 19-01-18

Mon 26-02-18

       Post project review

3 days

Fri 19-01-18

Tue 23-01-18

16

Project planner

      Stakeholder sign off

3 days

Thu 22-02-18

Mon 26-02-18

17

Project manager

      Post go-live support

3 days

Tue 13-02-18

Thu 15-02-18

18

Project planner

Task Name

End Date

      Milestone 1: Completion of initiation phase

Wed 10-01-18

      Milestone 2: Completion of planning phase

Thu 18-01-18

       Milestone 3: Completion of execution phase

Mon 29-01-18

      Milestone 4: Completion of closure phase

Mon 12-02-18

Risks

Description

 Impact

Likelihood

 Mitigation measures

 Unauthorized access

 If proper authentication method is not used then unauthorized users can access the data from the database of the company which can create number of issues as well as challenges for the organization

 High

High

 Proper authentication procedure must be utilized so that only authorized users can be able to access the data of the company.

Hacking

 The important data as well as information from the cloud can be hacked by hackers therefore proper security must be provided so that the data as well as information of the organization remains secure from hacking.

High

High

 In order to resolve the challenges or issues that are associated with hacking, the organization needs to provide proper security so that hacking of data from the clod will be difficult and thus the information as well as data related with the company will be securely stored.

 Improper budget estimation

 If the budget of the project is not estimated properly then it will be quite difficult for the project manager to complete the entire project within the budget that is estimated. In addition to this, additional need of budget creates financial pressure on the company

 Medium

High

 It is quite important to estimate the budget of the project properly. Proper estimation must be done by analyzing the market properly.

 Improper management

If the project managers are not experienced then they are not able to manage the project effectively and as result the project will not be completed within the estimated budget as well as time.

Medium

Medium

 In order to complete the project successfully within estimated time and budget, proper management is quite necessary and in order to manage the project, it is quite important to hire experienced project manager. It is identified that experience project manager will be able to handle to project work quite effectively.

 Inaccurate allocation of resources

 If the resources of the project are not allocated properly between the various activities of the project then the project will face number of obstruction in its progress. Therefore proper as well as equal resource allocation is quite important in order to successfully complete the entire project within the estimated budget as well as time.

Medium

Medium

 It is quite important for the project manager to understand the needs as well as requirements of the project properly so that resources of the project will be allocated appropriately.

Task Name

Cost

Development of Cloud based ERP system in YehiaSushail& Bros Co.

?.?.‏‏ 179,440.00

   Initiation phase

?.?.‏‏ 8,200.00

       Developing business case

?.?.‏‏ 2,400.00

      Undertaking feasibility study

?.?.‏‏ 800.00

      Establishing project charter

?.?.‏‏ 1,400.00

       Appointing team members of the project

?.?.‏‏ 3,600.00

   Planning phase

?.?.‏‏ 28,040.00

       Creating project panning

?.?.‏‏ 2,600.00

      Creating resource planning

?.?.‏‏ 5,040.00

      Creating financial plan

?.?.‏‏ 2,880.00

       Creating quality plan

?.?.‏‏ 3,400.00

      Creating risk plan

?.?.‏‏ 3,360.00

      Creating acceptance plan

?.?.‏‏ 3,120.00

      Creating communication plan

?.?.‏‏ 2,600.00

      Creating procurement plan

?.?.‏‏ 5,040.00

   Execution phase

?.?.‏‏ 140,560.00

       Analyzing business needs

?.?.‏‏ 11,400.00

       Selection of cloud based ERP system

?.?.‏‏ 5,760.00

       Work customization

?.?.‏‏ 11,400.00

      Data migration

?.?.‏‏ 12,160.00

       Checking infrastructure

?.?.‏‏ 16,320.00

      Customization

?.?.‏‏ 15,960.00

      Change management

?.?.‏‏ 23,040.00

      Technology and knowledge transfer

?.?.‏‏ 17,000.00

      Testing project management

?.?.‏‏ 7,200.00

       System integration testing

?.?.‏‏ 12,160.00

      User acceptance testing

?.?.‏‏ 8,160.00

   Closing phase

?.?.‏‏ 2,640.00

       Post project review

?.?.‏‏ 840.00

      Stakeholder sign off

?.?.‏‏ 960.00

      Post go-live support

?.?.‏‏ 840.00

Stakeholders

Roles and responsibilities

 Project manager

 Project manager is a person who takes the entire responsibility of properly initiating, designing planning, executing, monitoring as well as closing the entire project. They are mainly responsible of making decisions and assists in controlling risks as well as minimizing uncertainty within the project. In addition to this, the project manager helps in organizing as well as motivating a project team so that they can easily stimulate the project team for reaching their full potential.

Project planner

 A project planner is the person who generally works with project team in planning as well as tracking cost as well as time for the project. They mainly work with different proposal writers for estimating cost of the project. Moreover, they also engage with clients as well as project manager for establishing the cost of the project so that the project can be successfully completed within the estimated time.

Database manager

 Database manager is the person who generally prepares as well as manages the information as well as data by studying requirements and plans. They also upgrade software as well as hardware by assessing the entire transaction. Additionally, they also engages in updating job knowledge by participating in various educational opportunities, maintaining personal networks as well as participates in various professional works.

Supervisor

 A supervisor is the person who is mainly responsible of managing day to day work of the project. They generally help the project team in understand performance, goals as well as targets. They mainly involve in scheduling work hours and helps in training workers so that they can perform their roles properly for completing the project successfully. Additionally it is identified that supervisors have excellent grasp of the work as well as team in order to understand the project tasks as well as activities of the project manager.

Human resource manager

 The human resource manager helps in guiding and managing the overall provision of the resource services, policies as well as programs of a company. They mainly engage in staffing, recruiting, managing resources, as well as assists in handling the performance of the company.

Risk analyst

 Risk analyst are the persons who are mainly responsible of evaluating the risk in the project by forecasting potential losses as well as challenges and decides procedures or mitigation techniques that are helpful in resolving the issues as well as challenges of the project. They also engages in reviewing various risk factors including problems and also predict future trends from the current developments in the market in order to provide proper recommendation to the management for planning strategies for resolving project risks.

Financial manager

 Financial managers are the people who are generally responsible of maintaining the financial health of the organization. They generally engage in producing financial reports, direct investment as well as develop strategies as well as plans for the long term goals of the organization. They prepare financial statements, business activities and monitor the finances of the entire project. In addition to this, they also analyze market trends to find new opportunities for expanding or acquiring other functions.

Tester

 The tester engages in reviewing and contributing the test plans of the project in order to analyze, review as well as assess various requirements for designing different specifications.  They also engages in understanding software requirements, deriving test scenarios, updating traceability, collecting data as well as executes test cases. In addition to this, they also monitor the testing environment in order tools for gathering performance metrics.

Technical engineer

 Technical engineer is the person who mainly engages in providing technical support to the engineering team of the organization in various executive projects. They also engage in developing various types of preventive measures in recurring problems as well as issues. In addition to this, they also co-ordinate with various other technicians to develop various types of designs in order to develop the project successfully within the estimated budget as well as time.

Description

Type

Target

Delivery Method

Delivery frequency

Responsible

Project status

(Information about the status of the project must be informed to the project manager so that they can make sure that the project is on the right track

 Mandatory

 Project manager and

Sponsors

 Email

Monthly

Team members

 Resource allocation

(Information about allocation of resources must be properly discussed so that resources of the project are properly allocated

 Informational

 Team members

Conference, email

 As required

 Project manager

Project risk (the risks about the project must be discussed by the project manager so that they can easily find some steps to resolve the problems so that the progress of the project will not be obstructed.)

 Informational

 Project manager

Email

Monthly

Team leaders

Training requirement (the team leaders must discuss about the need of training within the organization so that they can be able to complete the project within the estimated budget and time.

 Informational

 Team leaders

 Email, conference

 Monthly

 Project managers

Burke, R. (2013). Project management: planning and control techniques. New Jersey, USA.

Heldman, K. (2015). PMP project management professional exam deluxe study guide: updated for the 2015 Exam. John Wiley & Sons.

Hwang, B. G., & Ng, W. J. (2013). Project management knowledge and skills for green construction: Overcoming challenges. International Journal of Project Management, 31(2), 272-284.

Joslin, R., & Müller, R. (2015). Relationships between a project management methodology and project success in different project governance contexts. International Journal of Project Management, 33(6), 1377-1392.

Kerzner, H. (2013). Project management: a systems approach to planning, scheduling, and controlling. John Wiley & Sons.

Kerzner, H. (2017). Project management metrics, KPIs, and dashboards: a guide to measuring and monitoring project performance. John Wiley & Sons.

Lock, M.D., 2014. The essentials of project management. Ashgate Publishing, Ltd..

Mir, F. A., & Pinnington, A. H. (2014). Exploring the value of project management: linking project management performance and project success. International journal of project management, 32(2), 202-217.

Pemsel, S., & Wiewiora, A. (2013). Project management office a knowledge broker in project-based organisations. International Journal of Project Management, 31(1), 31-42.

Schwalbe, K. (2015). Information technology project management. Cengage Learning.

Serra, C. E. M., & Kunc, M. (2015). Benefits realisation management and its influence on project success and on the execution of business strategies. International Journal of Project Management, 33(1), 53-66.

Svejvig, P., & Andersen, P. (2015). Rethinking project management: A structured literature review with a critical look at the brave new world. International Journal of Project Management, 33(2), 278-290.

Turner, R. (2016). Gower handbook of project management. Routledge.

Walker, A. (2015). Project management in construction. John Wiley & Sons.

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