BSBPMG522 Undertake Project Work Sample Assignment

Project Planning Templates
BSBPMG522 Undertake project work

1.1 – Initiation and scope

Project brief

Project purpose and rationale To enhance customer goodwill and satisfy its legal and ethical obligations, Max Lionel Realty (MLR) has taken a decision to implement a business project.

Project title Max Lionel Realty Business Plan

Project purpose MLR is asked for the building of great reputation for its client goodwill and satisfy them with legal and ethical obligations to initiate the plan by announcing those such as WHS and other code of conducting to its agents. In addition, MLR look forward to the final achievement of the project when it not only manages but also provide quality standards:

State legal obligation and REIV obligations clearly for all teammates in order to offer the most support to company project.
Align with the client requirement and needs such as fair, language flexibility.

Background and strategic context First founded in 2008 by Max Lionel, the company has about 100 employees till now, 80 of them are licensed real estate agents. MLR runs its property sales and residential and commercial rentals for its wide range of clients with the help of MLR’s agents; also it takes participant in property and land development and other investment activities. To gain its mission and vision, MLR commits to:

Engage with customers and clients.

· Build goodwill and reputation for honesty.

· Enhance innovative thoughts, management and leadership skills.

· Create a great organization with good business performance.

Priority

· An implementation project plan.

Budget and timeline plan .
Rick management plan .

Related projects MLR have a list of pre-registered preferred suppliers with a request of interest expressions and an evaluation of the submissions. Any supplier can ask for an evaluation to be on the pre-registered list at any time.

Project client/owner Max Lionel (CEO) and Julien (An External Consultant)

Project sponsor
Max Lionel .

Project manager
Kim

Project status
The project processes at 25% with the analysis of stakeholder, roles and responsibilities and communication plan.

Special provisions
WHS, REIV, Anti-discrimination legislation, Ethical principles, Code of practices and Environmental issues.

Project approvals

Project Manager Project Sponsor

Kim Max Lionel

Project Client/Owner Other

Julien

Project Title: Max Lionel Realty Business Plan

Project Client: Julien

Date: 2/12/17
Version: 1

Project Sponsor:

Max Lionel

Project Manager: Kim

File Name: Project Planning – Max Lionel

Page x of y

Project scope document

In Scope		Out of scope (exclusions)	Assumptions	Constraints
- Build client goodwill. - Enhance high standards of professional conduct. - Notify legal and ethical obligations to agents and MLR’s commitments to clients, tenants and promising tenants. - Get employees’ and clients’ buy-in for a change initiative.These are items that you are definitely going to deliver/manage.		- REIV. - Provide clients and staffs sufficient training. - Related code of conduct. These are items that you are not responsible for – the assumption is that someone else will do them. Exclusions are things that don’t form part of your project, but could influence whether or not you can successfully achieve your objective.	- Suppose that clients have their fully understandings on legal and ethical compliance. - Suppose that client needs to have more budgets. Knowledge about the project that is taken as being true or correct for the purposes of project planning. Assumptions are circumstances and events that need to occur for the project to be successful but are outside the total control of the project team.	- Skills - Knowledge - No limitation on Office budget. - Software development. - High-speed internet connection These could include any restrictions to the start/finish date, time, deliverable or milestone dates, budget limitations, resourcing limits, vendor restraints, legal constraints, etc.
Project Title: Max Lionel Realty Business Plan			Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim		File Name: Project Planning – Max Lionel	Page x of y

Stakeholder analysis

Name	Work area		Stakeholder type (client, end-user)		Impact on/by project, requirements, success criteria
1. Max Lionel (CEO)	Work with the Board of Directors to the business.		Client		Having the most influence on the project since he is the key decider to make sure the project’s success.
2. Riz Mehra (Chief Financial Officer)	Responsible for the financial and budget management.		Client		Managing the availability of financial resources adequately to support the company’s project.
3. Kim Sweeney (Operations General Manager)	Manage daily business operation.		Client		Getting familiar with legal and ethical obligations and responsibilities, also having certain understanding frequent issues and difficulties of the organizations, clients and tenants.
4. Les Goodale (Human Resources Manager)	Deal with workforce and their welfare at MLR.		Client		Key factor in training staffs and giving sufficient supervision to MLR’s staffs and agents that is highly recommended to the implementation and success of the project.
5. Sam Lee (Manager Residential Realty)	Manage residential agents’ activities.		Client		Major supervisor to manage construction in detail and assist MLR to communicate with stakeholders.
6. Pat Misfud (Manager Commercial Realty)	Manage commercial agents’ activities.		Client		Dealing with different activities such as advertising, marketing and promotion in the consideration of budgets to stakeholders.
7. Peter Mitchell (Manager Investments)	Work with investment realty activities.		Client		Engaging in other realty activities to enhance the business performance of the company.
8. Matthew Dean (Bunning Warehouse CEO)	Physical equipment supplier.		End-User		Providing the necessary equipments to MLR which enables MLR to offer a great product to its clients.
9. Peter Hickman	Alliance partners		Client		Considering the policy of price and special offers to increase the chance of project success.
10. Helena Swain	Governmental		End- User		Clearly understanding about corporate governance and governmental policies to assist the implementation of the project.
Project Title: Max Lionel Realty Business Plan				Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel		Project Manager: Kim		File Name: Project Planning – Max Lionel			Page x of y

Communication plan

What	Who		Purpose		When/frequency		Type/methods
Initiation meeting	All stakeholders.		Gather information for initiation plan.		FIRST Before project start date.		Meeting.
Distribute project initiation plan	All stakeholders.		Distribute plan to alert stakeholders of project scope and to gain buy in.		Before kick-off meeting. Before project start date.		Project snapshot distributed via hard copy or electronically. May be posted on project website.
Project kick-off	All stakeholders.		Communicate plans and stakeholder roles/ responsibilities. Encourage communication among stakeholders.		At or near project start date.		Meeting.
Status reports	All stakeholders and project office.		Update stakeholders on progress of the project.		Regularly scheduled. Weekly is recommended for small-medium projects.		Distribute status report electronically and post via website.
Team meetings	Entire project team. Individual meetings for sub-teams as appropriate.		To review detailed plans (tasks, assignments, and action items).		Regularly scheduled. Weekly is recommended for entire team. Weekly or bi-weekly for sub‑teams as needed.		Meeting: detailed plan.
Sponsor meetings	Sponsor/s and Project Manager.		Update sponsor/s on status and discuss critical issues. Seek approval for changes to project plan.		Regularly scheduled. Recommended bi‑weekly or monthly and also as needed when issues cannot be resolved or changes need to be made to project plan.		Meeting.
Project Title: Max Lionel Realty Business Plan				Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel		Project Manager: Kim		File Name: Project Planning – Max Lionel				Page x of y

Roles and responsibilities

Role		Name/s	Responsibilities			Signature/s (if required)
Project client/owner The person who requires the project to be undertaken.		Max Lionel and Julien	- Deal with strategic business plan, risk managing and enlarge financial transactions. - Be responsible to the Board of Directors.			Max Lionel Julien
Project sponsor/project director/project board Senior management of the project. Accountable for the success of the project. Has the authority to commit resources.		Max Lionel and Riz Mehra	- Forecast the cost of the projects and calculate the budget. - Prepare for financial resources.			Max Lionel Riz Mehra
Project manager Person responsible for running the project on a day-to-day basis within defined authorities for cost and schedule as agreed with the project sponsor/board.		Kim Sweeney	- Coordinate with HR Manager to assist the projects.			Kim Sweeney
Manager of the project manager The operational/line manager who the project manager reports to on a day-to-day basis.		Max Lionel	- Make sure the launching of management system in risk, operation and finance, also coordinate with related activities to the project.			Max Lionel
Project team members Staff who will be working on the project.		Max Lionel Riz Mehra Kim Sweeney Les Goodale Peter Mitchell Pat Misfud Sam Lee Julien	- Manage all aspects of the project.			Max Lionel Riz Mehra Kim Sweeney Les Goodale Peter Mitchell Pat Misfud Sam Lee Julien
Steering committee/ working party To provide advice and recommendations.		Max Lionel Riz Mehra Kim Sweeney	- Make suggestion on the wellbeing of the company and project to stakeholders, clients, customers, employees, and etc. - Keep all of them safe from injuries and risks while being on duty.			Max Lionel Riz Mehra Kim Sweeney
Project Title: Max Lionel Realty Business Plan				Project Client: Julien	Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim			File Name: Project Planning – Max Lionel			Page x of y

Project snapshot

Project snapshot
Name of project: Max Lionel Realty Business Plan
Project purpose: To make sure the consistent, fair and transparent of resource acquisition and align with the requirement of the company, the project aims to: - Notify to all agents legal and ethical obligations and standards/ code of conduct. - Enhance the standards in professional conducts. - Announce MLR’s commitment to its clients, tenants and promising tenants. - Get employees’ and clients’ buy-in for a change initiative.
Deliverables with timeframes: determined by Operations General Manager 1. Project brief 2. Stakeholder Analysis 3. Roles and responsibilities 4. Project Scope 5. Communication Plan Project status is reported at 25%, 50% and 75% of allotted timeframe. Hence, regular schedules are suggested: - Before starting project, - While processing, - After starting (weekly, monthly or quarterly)		Stakeholders 1. Max Lionel (CEO). 2. Riz Mehra (Chief Financial Officer). 3. Kim Sweeney (Operations General Manager). 4. Les Goodale (HR Manager). 5. Sam Lee (Manager Residential Realty). 6. Pat Misfud (Manager Commercial Realty). 7. Peter Mitchell (Manager Investment). 8. Matthew Dean (Construction materials Supplier). 9. Peter Hickman (Alliance partners). 10. Helena Swain (Governmental).
Resources - Project sponsor, technical experts, quality assurance of deliverables, projects manager and external consultant are grouped as a project team. - $15,000 is offered as the project budget that covers different resources, for example: meeting room, computer, software, telecommunication, etc.		Risks - Lack of skilled staffs. - Technical issues: virus, compatible errors. - Manage to meet the deadline.
Interdependencies - Regularly share data and information with teammates. - Use existing information from the current system.		Success criteria - Based on stakeholder analysis: what to do and which one is the most important.
Project Title: Max Lionel Realty Business Plan		Project Client: Julien	Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim	File Name: Project Planning – Max Lionel		Page x of y

1.2 – Planning

Work breakdown structure

Level 1	Level 2	Level 3
1: Planning
	1.1: Determine the objective of the project
		1.1.1: Meeting with teammates.
		1.1.2: Assign roles and responsibility to each team member.
		1.1.3: Conduct the project planning
	1.2: Project scope
		1.2.1: Keep project status updated regularly.
		1.2.2: Create the plan of risk management.
		1.2.3: Review to project manager.
2: Improving the project planning.
	2.1: Present the project planning to Operations General Manager.
		2.1.1: Monitoring a project.
		2.1.2: Adjust the plan.
	2.2: Approved change requests.
		2.2.1: Hand in the final version of the plan
		2.2.2: Get approved from the project managers.
3: Monitoring, evaluation and close the project
	3.1: Feedback and evaluation
		3.1.1: Collect feedback
		3.1.2: Evaluate feedback, suggest solutions and risk management.
	3.2: Review and report the project
		3.2.1: Review the performance of project
		3.2.2: Report the post-up project to CEO, managers and other stakeholders.
Project Title: Max Lionel Realty Business Plan		Project Client: Julien	Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim	File Name: Project Planning – Max Lionel		Page x of y

Project plan

Project title: Max Lionel Realty Business Plan
Project aim: Improve customer base and good relationship with customers and clients; build company reputation and increase the company growth.
Goal 1	To enhance the standards of professional conduct.
Objective 1.1	Increase revenue by 15% within the third quarter.
Action	Action 1.1.1	Advertise MLR in local newspapers, magazines and on internet.
	Action 1.1.2	Set the price in a reasonable rate in compared with MLR’s competitors.
	Action 1.1.3	Design the house in a special style.
Time frame	3 months.
Human resources	Real estate agents
Physical resources	Flyers, brochures or online resources.
Financial resources	Bank loan, low interest loans.
Performance indicators	Action 1.1.1	Comply with the REIV Code of Conduct and related legislations.
	Action 1.1.2	Receive customer’s feedback.
	Action 1.1.3	Set the standards to select the builders and high quality products to meet with the ISO 9001:2013.
Objective 1.2	Being engaged with customers.
Action	Action 1.2.1	Send email with MLR’s brochures to its existing clients and client-to-be.
Goal 2	Announce MLR’s commitments to clients, tenants and promising tenants.

Project title: Max Lionel Realty Business Plan

Project purpose

To make sure the consistent, fair and transparent of resource acquisition and align with the requirement of the company, the project aims to:

- Notify to all agents legal and ethical obligations and standards/ code of conduct.

- Enhance the standards in professional conducts.

- Announce MLR’s commitment to its clients, tenants and promising tenants.

- Get employees’ and clients’ buy-in for a change initiative.

Background and strategic context

First founded in 2008 by Max Lionel, the company has about 100 employees till now, 80 of them are licensed real estate agents. MLR runs its property sales and residential and commercial rentals for its wide range of clients with the help of MLR’s agents; also it takes participant in property and land development and other investment activities. Also, MLR has been a member of the Real Estate Institute

Other related projects

· Build goodwill and reputation for honesty.

· Enhance innovative thoughts, management and leadership skills.

· Create a great organization with good business performance.

Project objective

· Reduce direct and indirect costs of operations by 15%.

Engage with customers and clients to enhance organizational profile.
Improve employees’ health.

Scope including key deliverables

· Project brief

· Stakeholder Analysis

· Roles and responsibilities

· Project Scope

· Communication Plan

Assumptions

Supposed that MLR’s customers and agents have enough understanding on legal and ethical compliance, and the MLR’s reputation will be increasing.

Constraints

Though the project goes well, the constraints might be existed such as skills, knowledge, high-speed internet connection and software development. For example, the not-well-trained staffs could not show MLR’s values and morals to their customers properly.

Deliverables

According the plan, it is found out that many deliverables are going to impact on the success of the project.

Governance

Project client/owner

Max Lionel

Project sponsor

Max Lionel

Project Manager

Kim Sweeney

Manager of the project manager

Max Lionel

Project team members

Max Lionel
Riz Mehra
Kim Sweeney
Les Goodale
Peter Mitchell
Pat Misfud
Sam Lee
Julien

Key stakeholders

- CEO

- Project manager

- Operational general manager

- Chief financial manager

- Manager Residential Realty

Schedule

Item	Milestone date	Responsibility
Consult and planning	3 weeks	Meet with teammates, CEO, managers to execute plan and determine the project objective, also assign the roles and responsibilities.
Research & Design	5 weeks	Take a decision on practice legal and ethical legislations for careful planning. Provide adequate training about REIV obligation and applicable software for working at a real estate firm.
Implementation	2 week	Apply the new into practice. Monitor and evaluate the training.
Review the project and report.	1 week	Take consideration on which needs to be improved and changed. Submit a fully report to CEO.

Resource and cost plan

Deliverable/milestone/phase	Resource	Cost
Task 1: Planning		$5,000
Sub-task 1.1: Determine the objective of the project	Meeting room	$2,000
Work item 1.1.1: Meeting with teammates	Meeting room Email Presentation
Work item 1.1.2: Assign roles and responsibility to each team member.	Meeting room Presentation
Work item 1.1.3: Conduct the project planning	Meeting room Presentation Financial resource
Sub-task 1.2: Project scope		$3,000
Work item 2.1.1: Keep project status updated regularly.
Work item 2.1.2: Create the plan of risk management.	REIV code of conduct Legal resource
Work item 2.1.3: Review to project manager.	Reviewing practice training.
Task 2: Improving the project planning.		$6,000
Sub-task 2.1: Present the project planning to Operations General Manager.		$4,000
Work item 2.1.1: Monitoring a project.	Human resource Anti-discriminated resource
Work item 2.1.2: Adjust the plan.	Feedback
Sub-task 2.2: Approved change requests.	Meeting room	$2,000
Work item 2.2.1: Hand in the final version of the plan	Meeting room Final version planning
Work item 2.2.2: Get approved from the project managers.	Meeting room Final version planning
Task 3: Monitoring, evaluation and close the project.	Feedback	$3,000
Sub-task 3.1: Feedback and evaluation.	Personal Interview	$2,000
Work item 3.1.1: Monitoring feedback form and personal interview.	Personal Interview record
Work item 3.1.2: Evaluate feedback, solutions and risk management.	Meeting room
Sub-task 3.2: Review the project and report.	Meeting room Computer	$1,000
Work item 3.2.1: Review the project performance.	Report
Work item 3.2.2: Report to CEO, managers and other stakeholders	Report Computer Presentation

Project risk assessment

Risk	Level (high/medium/low)	Management strategy
Failure to employ well-qualified real estate agents because of the increased competition.	Medium	Provide new staffs adequate training of knowledge and skills. Review their performance three-monthly. Hold a soft-skills training session twice a month.
Failure to recognize revenue gains due to recent change in real estate prices.	High	Regular evaluation on the company performance. Re-evaluation and keep office equipment updated. Ensure IT security.
Inadequate insurance cover.	Low	Review insurance rate and policy by year.
No anti-discriminated compliance.	Medium	Encourage agents, clients and tenants to be highly aware of anti-discrimination, WHS and other legislation/codes of conduct. Conduct periodic review of client and tenant performance to follow management policy against discriminatory.
Weak organizational culture; low level of staff engagement and morale.	Medium	Building moral features to enforce all agents and employees to follow.
Failure to satisfy occupational health and safety requirements.	Low	WHS management system in place.

Communications and reporting

Stakeholder	Information required	When required	Format
Project manager	Daily operation of the project.	Weekly	Information status report
Teammates	Training Assignments. Assigned responsibilities. Other resources.	Twice a week	On training or brainstorm meeting
Clients	Property and sales information; Marketing and promotion materials.	Monthly	Magazine, website; email or flyer.
Tenants	Property and inspection in detailed.	Before inspection.	Notice, email or phone call.

Controls

Status reports
Exception reports
Issues/risk log
Variance requests.

Appendices

Stakeholder analysis
Work breakdown structure
Gantt chart
Activities schedule
Budget/cash flow
Human resource planning schedule
Roles and responsibilities
Procurement schedule
Combined resources and cost schedule
Risk management plan
Quality management plan
Communication management plan.

Future related projects

Skill trainings.
Customer retention.
Sustainability project.

Project approvals

Project Manager Project Sponsor

Project Client/Owner Other

Project Title: Max Lionel Realty Business Plan

Project Client: Julien

Date: 2/12/17
Version: 1

Project Sponsor:

Max Lionel

Project Manager:

Kim

File Name: Project Planning – Max Lionel

Page x of y

Gantt chart

Activity/task

Task 1: Planning

Sub-task 1.1: Determine the objective of the project

Work item 1.1.1: Meeting with teammates.

Work item 1.1.2: Assign roles and responsibility to each team member.

Work item 1.1.3: Conduct the project planning

Sub-task 1.2: Project scope

Work item 1.2.1: Keep project status updated regularly.

Work item 1.2.2: Create the plan of risk management.

Work item 1.2.3: Review to project manager.

Task 2: Brainstorming, improving the project planning.

Sub-task 2.1: Present the project planning to Operations General Manager.

Work item 2.1.1: Monitoring a project.

Work item 2.1.2: Adjust the plan.

Sub-task 2.2: Approved change requests.

Work item 2.2.1: Hand in the final version of the plan.

Work item 2.2.2: Get approved from the project managers.

Task 3: Monitoring, evaluation and close the project.

Sub-task 3.1: Feedback and evaluation

Work item 3.1.1: Collect feedback.

Work item 3.1.2: Evaluate feedback, suggest solutions and risk management.

Sub-task 3.2: Review and report the project.

Work item 3.2.1: Review the performance of project.

Work item 3.2.2: Report the post-up project to CEO, managers and other stakeholders.

Legend
If there are many tasks or stages in your project, you can identify them with a key or legend.

	Task 1
	Task 2
	Task 3

Project Title: Max Lionel Realty Business Plan

Project Client: Julien

Date: 2/12/17
Version: 1

Project Sponsor:

Max Lionel

Project Manager:

Kim

File Name: Project Planning – Max Lionel

Page x of y

Activities schedule

Phases & activities	Responsibility	Resources	Effort (hrs)	Started	Deadline	Actually completed		Comment/ status
Task 1: Planning
Sub-task 1.1: Determine the objective of the project
Work item 1.1.1: Meeting with teammates.	Board of directors, CEO and project manager.	Email, meeting room	3	02/12/2017	02/12/2017	Yes		Completed
Work item 1.1.2: Assign roles and responsibility to each team member.	Board of directors, CEO and project manager.	Meeting room, Projector and computer.	16	02/12/2017	03/12/2017	Yes		Completed
Work item 1.1.3: Conduct the project planning	Board of directors, CEO, project manager and CFO	Meeting room, Projector and computer.	24	04/12/2017	06/12/2017	Yes		Completed
Sub-task 1.2: Project scope
Work item 1.2.1: Keep project status updated regularly.	Board of directors, CEO, project manager and HR manager.	Meeting room, Projector and computer.	1	06/12/2017	06/12/2017	Yes		Completed
Work item 1.2.2: Create the plan of risk management.	Board of directors, CEO, project manager, project consultant and HR manager.	Meeting room.	16	07/12/2017	08/12/2017	Yes		Completed
Work item 1.2.3: Review to project manager.	Board of directors, CEO, project manager and HR manager.	Meeting room, Projector and computer.	5	09/12/2017	09/12/2017	Yes		Completed
Task 2: Brainstorming, improving the project planning.
Sub-task 2.1: Present the project planning to Operations General Manager.
Work item 2.1.1: Monitoring a project.	Board of directors, CEO, project manager and HR manager.	Meeting room, Projector and computer.	80	10/12/2017	19/12/2017	Yes		30%
Work item 2.1.2: Adjust the plan.	Board of directors, CEO, project manager and HR manager.	Meeting room, Projector and computer.	16	20/12/2017	21/12/2017
Sub-task 2.2: Approved change requests.
Work item 2.2.1: Hand in the final version of the plan.	Project manager, HR manager and team members.	Training room.	8	22/12/2017	22/12/2017
Work item 2.2.2: Get approved from the project managers.	Project manager, team members and HR manager.	Meeting room and equipment.	8	23/12/2017	23/12/2017
Task 3: Monitoring, evaluation and close the project.
Sub-task 3.1: Feedback and evaluation
Work item 3.1.1: Collect feedback.	Project manager, operations general manager and HR manager.	Meeting room and interview recode.	10	24/12/2017	25/12/2017
Work item 3.1.2: Evaluate feedback, suggest solutions and risk management.	Project manager and operations general manager.	Meeting room, computer and projector.	16	26/12/2017	26/12/2017
Sub-task 3.2: Review and report the project.
Work item 3.2.1: Review the performance of project.	Board of directors, CEO, project manager, and HR manager.	Meeting room, computer and projector.	16	27/12/2017	28/12/2017
Work item 3.2.2: Report the post-up project to CEO, managers and other stakeholders.	Board of directors, CEO, project manager and project consultant.	Meeting room, computer and projector.	10	29/12/2017	30/12/2017
Project Title: Max Lionel Realty Business Plan				Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel		Project Manager: Kim		File Name: Project Planning – Max Lionel			Page x of y

Budget

Project Name: Max Lionel Realty Business Plan
Expense			Version 1		Version 2
Equipment, trainer			$3,000		$3,100
Training room, uniform			$2,500		$3,240
Salaries, staff reward, WHS			$9,500		$9,125
Subtotal			$15,000		$15,465
Contingency (+10%)			$1,500		$1,547
TOTAL			$16,500		$17,012
Project Title: Max Lionel Realty Business Plan		Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim	File Name: Project Planning – Max Lionel				Page x of y

Risk register

Risk	Likelihood (H/M/L)	Impact (H/M/L)		Risk response (contingency strategies)		Responsible
Failure to employ well-qualified real estate agents because of the increased competition.	Medium	High		Provide new staffs adequate training of knowledge and skills. Review their performance three-monthly. Hold a soft-skills training session twice a month.		Project manager, IT department and HR manager.
Failure to recognize revenue gains due to recent change in real estate prices.	High	High		Regular evaluation on the company performance. Re-evaluation and keep office equipment updated. Ensure IT security.		Project manager, CEO and financial department.
Inadequate insurance cover.	Low	High		Review insurance rate and policy by year.		Project manager and operations general manager.
No anti-discriminated compliance.	Medium	High		Encourage agents, clients and tenants to be highly aware of anti-discrimination, WHS and other legislation/codes of conduct. Conduct periodic review of client and tenant performance to follow management policy against discriminatory.		Project manager and operations general manager
Weak organizational culture; low level of staff engagement and morale.	Medium	Medium		Building moral features to enforce all agents and employees to follow.		Project manager, HR department and operations general manager.
Failure to satisfy occupational health and safety requirements.	Low	High		Training on WHS and implementation of recently launched MLR WHS management system.		Project manager, HR department and operations general manager.
Project Title: Max Lionel Realty Business Plan			Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim		File Name: Project Planning – Max Lionel				Page x of y

Risk assessment form

Project details
Project Name: *Max Lionel Realty Business Plan* Project Manager : Max Lionel
Risk details
Risk ID: MLR008 Raised by: Max Lionel Date raised: 06/12/2017
Description of risk : No anti-discriminated compliance.
Likelihood of risk: Medium risk		Impact of risk: It should be high risk.
Risk mitigation
Preventative actions recommended: Encourage all to treat people equally. Notice all ethical and anti-discrimination principles on board, emails or internal announcements. Contingency actions recommended: Implementation project to raise higher awareness of anti-discrimination, WHS and other legislation/codes of conduct among agents, clients, and tenants. Conduct regular survey to collect feedback and make a proper suggestion for existing issues.
Approval details
Supporting documentation: Details of any supporting documentation used to substantiate this risk.
Signature: _______________________ Date: 02 /12 /2017 PLEASE FORWARD THIS FORM TO THE PROJECT MANAGER
Project Title: Max Lionel Realty Business Plan			Project Client: Julien	Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim		File Name: Project Planning – Max Lionel		Page x of y

1.3 – Implement ation

Change requests

Change request – Project
Issued by	Julien
Item affected	Out of budget and time consuming of research
Nature of change requested	Adjustment of budget, schedule, scope and schedule.
Reason for change	Push the schedule of the project
Impact on scope	Cost adjustment for each stage
Impact on budget	Reduce cost, save money and time
Impact on schedule	Postpone the individual working.
Change authorised: Julien	Yes	Adj. completion date:-	Adj. final budget: $
Signed: Kim Project Manager	Signed: Max Lionel Sponsor	Signed: Max Lionel Client	Signed: Max Lionel
Date	Date	Date	Date
Project Title: Max Lionel Realty Business Plan		Project Client: Julien	Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim	File Name: Project Planning – Max Lionel		Page x of y

Issues lo g

Item	Strategy	Date logged	Date resolved
Less budget for the project	Financial planning	03/12/2017	06/12/2017
Lack of skilled staffs and agents.	Human resource & training planning	03/12/2017	05/12/2017
No fully attendance at training session.	Invite staffs and agents before 3 days to the training session.	02/06/2013	12/06/2013
Signed: Kim Project Manager	Signed: Max Lionel Sponsor	Signed: Max Lionel Client	Signed: Max Lionel
Date:	Date:	Date:	Date:
Project Title: Max Lionel Realty Business Plan		Project Client: Julien	Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim	File Name: Project Planning – Max Lionel		Page x of y

1.4 – Monitoring

Status update report

Status report – Project
Item		Work completed to‑date	Milestone date		Revised/ actual date	Budgeted cost		Revised/ actual cost		Responsible
Planning project		09/12/2017	2 Weeks		12/12/2017	$5,000		$4,500		Project manager
Brainstorming, improving the project planning.		23/12/2017	3 Weeks		25/12/2017	$6,000		$6,500		Project manager
Monitoring, evaluation and close the project.		30/12/2017	1 Weeks		31/12/2017	$3,000		$3,300		Project manager
Project Title: Max Lionel Realty Business Plan				Project Client: Julien			Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim			File Name: Project Planning – Max Lionel					Page x of y

1.5 – Finalising and review

Budget variation report

Project name: Max Lionel Realty Business Plan
Expense			Budget	Actual		% Variation
Equipment, trainer			$3,000	$3,100		3.33%
Training room, uniform			$2,500	$3,240		29.6%
Salaries, staff reward, WHS			$9,500	$9,125		-3.95%
Subtotal			$15,000	$15,465		28.98%
TOTAL			$15,000	$15,465		28.98%
Project Title: Max Lionel Realty Business Plan		Project Client: Julien			Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim	File Name: Project Planning – Max Lionel					Page x of y

Post-project review meeting

Post-Project Review Meeting – Agenda
Topic: Max Lionel Realty Business Plan			Speaker			Time
Brief overview of project This project aims to increase MLR’s reputation and customer relationship, in which the project manager has his fully authority and responsibility to execute and manage the team. Also the manager is in charged for the team communication to be smooth and effective.			Project Manager			5 mins
Review by team The objectives of the project are reminded many times to all staffs. The project has been well-organized and also achieved desired deliverables. Everything seems to be kept on track and followed the schedule.			All			10 mins
What worked/what could have gone better? Worked well: - Keep stakeholder connected and closer to the project. - The team went along with the plan. Gone better: - Staff could have come on time, no being late. - Weak team communication, a lot of arguments with the manager. - Struggle with the deadline and resource. It should reward for hard-working employees.			All			20 mins
Lessons learned - Being on time. - Improve communication among team members and managers. - Everything should be done earlier, no left till the last minutes.			All			10 mins
Next steps Recruit reliable, on-time and high level of working under stress staff.			All			5 mins
Project Title: Max Lionel Realty Business Plan		Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim	File Name: Project Planning – Max Lionel			Page x of y

Handover report

Handover report
Initial overall objectives
Agreed changes to objectives	N/A
Final agreed deliverables
Item	Budgeted cost			Final cost		Schedule date		Final date
Equipment, trainer	$3,000			$3,100		02/12/2017		15/12/2017
Training room, uniform	$2,500			$3,240		15/12/2017		26/12/2017
Salaries, staff reward, WHS	$9,500			$9,125		27/12/2017		31/12/2017
Total	$15,000			$15,465
Issues summary
Item	Strategy					Date logged		Date resolved
To maintain legal and ethical work practice.	Train REIV and other related code of conduct and make a breaching law penalty					01/12/2017		15/12/2017
To build and manage client’s data.	Implement a new software of data management					01/12/2017		25/12/2017
Documents attached
No.	Title
1. 2. 3. 4.	· Stakeholder analysis. · Work breakdown structure. · Gantt chart. · Activities schedule.
____Kim___ Project Manager		___Max Lionel_ Project Sponsor				___Max Lionel ____ Project Client
Project Title: Max Lionel Realty Business Plan					Project Client: Julien		Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel			Project Manager: Kim		File Name: Project Planning – Max Lionel				Page x of y

Post-Project Review Report
Name of project: Max Lionel Realty Business Plan Date of meeting: 12/10/2017 at 10.00-12.00 Location: Meeting Room N0.2, Max Lionel Realty Building, Union Road, Sydney, NSW, 2052 Names of attendees: 1. Max Lionel (CEO) 2. Riz Mehra (Chief Financial Officer) 3. Kim Sweeney (Operations General Manager) 4. Les Goodale (HR Manager) 5. Sam Lee (Manager Residential Realty) 6. Pat Misfud (Manager Commercial Realty) 7. Peter Mitchell (Manager Investment) 8. Julien (External consultant) 9. Tenants 10. Clients
Overview by Project Manager: This project aims to increase MLR’s reputation and customer relationship, in which the project manager has his fully authority and responsibility to execute and manage the team. Also the manager is in charged for the team communication to be smooth and effective.
Review by team of goals, objectives/deliverables and schedule as outlined in project plan The objectives of the project are reminded many times to all staffs. The project has been well-organized and also achieved desired deliverables. Everything seems to be kept on track and followed the schedule.
		Met		Missed		Partially met	Comments
Project goal/s
To maintain legal and ethical work practice. To build and manage clients’ data		X
Objectives/deliverables
To make sure the consistent, fair and transparent of resource acquisition and align with the requirement of the company, the project aims to: - Notify to all agents legal and ethical obligations and standards/ code of conduct. - Enhance the standards in professional conducts. - Announce MLR’s commitment to its clients, tenants and promising tenants. - Get employees’ and clients’ buy-in for a change initiative.		X
Success criteria
Staffs understand of the Ethical work practise, could apply those to their work. It leads to less complaint about work knowledge. Reduce and eliminate errors in store customer data.		X X
Schedule
The time schedule is adjusted to match with employee’s training.		X					Allow employee to join the trainings fully.
Budget						X	The variance of budget is 28.98%.
3. What worked well; what could have gone better?
Worked well					Could have gone better
- Keep stakeholder connected and closer to the project. - The team went along with the plan.					- Staff could have come on time, no being late. - Weak team communication, a lot of arguments with the manager. - Struggle with the deadline and resource. It should reward for hard-working employees.
4. Lessons learned
- Being on time. - Improve communication among team members and managers. - Everything should be done earlier, no left till the last minutes.
5. Next steps / improvement plans
Recruit reliable, on-time and high level of working under stress staff.
Project Title: Max Lionel Realty Business Plan			Project Client: Julien					Date: 2/12/17 Version: 1
Project Sponsor: Max Lionel	Project Manager: Kim		File Name: Project Planning – Max Lionel						Page x of y

Meeting minutes

Date: 11/12/17 Time: 9am

Attended by: Kim, General Manager, all supervisors Steph Taylor, Stacey Smith

Apologies: CEO, Project Manager

To: CEO, General Manager, all supervisors, Project Manager

CC: Financial Department, CEO, General Manager, all supervisors, Project Manager

Meeting room

Item/Issue	Outcome/action	When	Who
Project managing	Improve customer base and good relationship with customers and clients; build company reputation and increase the company growth. Manage risks and profit Legislation requirement Make sure health protective	11/12/17	Project Manager
Communication plan	Gather information for initiation plan. Distribute plan to alert stakeholders of project scope and to gain buy in.	11/12/17	Kim
Project risk assessment	Failure to employ well-qualified real estate agents because of the increased competition. No anti-discriminated compliance. Weak organizational culture; low level of staff engagement and morale.	11/12/17	General Manager
Budget	Talk about Max Lionel Realty Business Plan’s budget : $15000	11/12/17	supervisor
Risk register	Failure to recognize revenue gains due to recent change in real estate prices. Failure to satisfy occupational health and safety requirements.	11/12/17	General manager

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