2Tonight’s Agenda Initial Client Contact Project Initiation Blueprint Statement of PurposeSMART Goal SettingDocuments from TextClient Agreement FormProject ManagerFor Next Week
3Initial Client Contact Teams must arrange a meeting with their client ASAP!Prepare Agenda/MinutesGive a copy to client as follow-upBusiness Casual AttireArrive On Time & Be Prepared!Determine Preferred Method/Days/Times for Client Contact
4Project Initiation Blueprint Due Week 4 – worth 45 team pointsGuidelines – Cornerstone WebsiteComponents:Statement of PurposeSMART GoalWorksheet for Identifying Project ObjectsThe 10 Worst Things That Could HappenClient Agreement Form (revised*)
5Blueprint - Statement of Purpose 2-3 pages in lengthOutlines your team’s commitment to your project and will include:Team Motto – why you chose itWhy project appealed to your teamTeam’s initial impression of the client and how you will add valueVisualize your finished productInstructor’s role in achieving your goal
6Blueprint - SMART GoalA one-sentence goal that describes what your project is going to accomplish/produce.S – SpecificM – MeasurableA – Action OrientedR – RealisticT – Time-LimitedExample: By Nov. 15th, Team X will raise $1800 to be used for The Coalition to Save the Ducks to build a new duck habitat.
7SMART GoalIn order to reach your goal, you must prepare the steps…Objectives.Teams must submit at least 3 objectivesDon’t forget about the contingency plans!Project Managers are required for each objective – each team member will be a PM during the semester
8Project Mgrs. should track what needs to be done Make sureyour objectivesare SMARTProject Mgrs. should track what needs to be doneProject Mgrs should assign duties
9Contingency Plans The “key” to project success Always have a contingency plan in case you fall short of target for an objective.For Example:When our speed dating event fell short, we executed our Contingency Car Wash to earn $200 by 10/13/08
10Project ManagerA team member can only act as PM for one SMART Objective.Opportunity to wear “Management Hat”The PM is the individual who is most familiar with a particular objective. They study the objective, identify the tasks that need to be completed, and develop a timeline to insure success.
11Staying SMART Meet Regularly Continuous Benchmarking Monitor Timelines Face-to-face is best, but…Virtual meetings are better than not meeting at allContinuous BenchmarkingAre you meeting your targets?How far ahead/behind are youMonitor TimelinesKeep track of your other assignments and allow extra time
12Staying SMART Execute Contingency Plans Appropriately Don’t wait until it’s too late in the semesterAct on your back-up plans quicklyTrust Each Other and be TrustworthyDo what you say you will doIf you can’t meet your obligations, let your teammates know ASAP
13Staying SMART Communicate Regularly With your teammates (constantly) With your client (weekly updates)With you lab instructor (whenever you need advice, assistance, or a cheering section)
14Blueprint - Text Resources Must complete the following documents from your text:Worksheet for Identifying Project ObjectsUse this form to begin developing your objectivesReview business needs, stakeholders’ needsThe 10 Worst Things That Could HappenWhat could stand in the way of success? Likely problems that may need to be addressed (weather, poor showing, team conflict)Situation vs. Reaction
15Blueprint - Client Agreement Form Use the revised* form on my websiteStandard “contract” for semesterClient ResponsibilityTeam ResponsibilityProject InformationSkill RequirementSignaturesContact InformationAll elements must be typed except for signatures
16MiscellaneousConsider using Team Contract (sample on my website) – not requiredBegin drafting timesheets25 hour minimum per studentOne objective must be scheduled to end no later than Week 5
17For Next Week… Blueprint due at beginning of class Team Information No late papers accepted!Team InformationTeam PhotoTeam Name/Contact InfoTeam Client/Contact InfoProgress Report PresentationsReview guidelines (due week 5)Pass/Fail (individual assignment)