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Group 02 Progmatiks Apelo Dental Clinic System (ADENICSY) page 2
A strong human resource management strategy is critical to the success of any project. It acts as a template for how the project team will be managed and structured, and it assists in ensuring that the appropriate people with the right qualifications are in the right place at the right time. Roles and duties, communication protocols, and performance management measures are all part of the strategy.
Using this plan, the project manager and project team can effectively manage the project by ensuring that all team members understand their roles and responsibilities, that communication is open and effective, and that performance is monitored and managed in a way that contributes to the project's overall success.
An effective human resources management plan is crucial for the successful completion of any project. It outlines the roles and responsibilities of all project team members and stakeholders, ensuring that everyone is aware of their individual contributions and how they fit into the bigger picture.
The plan also defines the level of authority and decision-making power held by each team member, ensuring that resources are allocated and utilized effectively. By clearly defining competencies and skill requirements, the plan ensures that the right people are in the right roles to achieve project success.
Overall, the human resources management plan acts as a roadmap for the project team, guiding them towards successful project execution and delivery.
Role | Authority | Responsibility | Competency |
---|---|---|---|
Project Sponsor | Approves the project's business case and budget. Provides strategic direction & resources. Helps to secure stakeholder buyin. Resolves major issues and conflicts. Can allocate project resources and approve changes to project scope, schedule, and budget that has high impact. | Ensures that the project is aligned with the organization's strategic goals and objectives, and that it delivers the expected benefits and value. Provide high-level oversight and guidance to the project manager. Secure resources and support from key stakeholders. Help to communicate project progress and benefits to the organization. | Strong leadership and strategic thinking skills Ability to communicate effectively with a wide range of stakeholders. Deep understanding of the organization's mission, goals, and values. Ability to secure resources and support for the project. |
Project Manager | Full decisionmaking authority on the project. Can allocate project resources and approve changes to project scope, schedule, and budget that has low impact. | Oversee the entire project, including project planning, execution, monitoring, control, and closeout. Ensure project objectives are met on time, within budget, and to the required quality standards. | Strong leadership, communication, and project management skills. Experience in managing complex projects. |
Internal User of the System (ADC Dentists and Staffs) | Utilizes the system as designed to complete work activities. Provides feedback on system usability, functionality, and performance. | Complete work activities using the system as designed. Ensure data accuracy and completeness. Report system issues and problems to the project team. Provide feedback on system usability, functionality, and performance. | Understanding of the work processes and activities for which the system is being used. Knowledge of the data and information required to complete assigned work activities. Basic computer skills, including proficiency in the use of the system. |
External User of the System (ADC Patients) | Accesses and uses the system to receive and respond to service requests. Updates service request statuses. Closes out completed service requests. | Review and respond to service requests in a timely manner. Maintain accurate and update information on service request statuses. Communicate with internal stakeholders as needed to complete service requests. Close out completed service requests. | Knowledge of the tools, equipment, and methods required to complete service requests. Ability to diagnose and troubleshoot technical issues. Understanding of the importance of maintaining accurate and up-to-date information in the system. |
Project organizational chart of Apelo Dental Clinic System (ADENICSY) provides a visual representation of the project team and the relationships between the key stakeholders. The project sponsor is typically at the top of the chart, followed by the project manager who is responsible for managing the project's resources, scope, and schedule. An internal user of the system, such as the ADC Dentists and Staffs, may also be included to provide input on the system requirements and participate in user testing. An external users of the system (ADC Patients) may also be included to provide feedback on the system's usability and functionality. The organizational chart helps to clarify the roles and responsibilities of each stakeholder, ensuring that everyone is aligned with the project's goals and objectives.
The Staffing Management Plan for Apelo Dental Clinic System (ADENICSY) project is a critical component in ensuring the successful execution of the project. It outlines the strategies and processes for acquiring, managing, and releasing human resources throughout the project lifecycle.
•Acquisition of human resources will be done in a timely manner to ensure that the necessary skills and expertise are in place when needed. This may include recruiting new hires, hiring contractors, or utilizing internal staff. The timeline for resource acquisition will be aligned with the project schedule to ensure that resources are available when needed.
•Training for any resources with identified gaps in skills required will be provided to ensure that they have the necessary knowledge and capabilities to perform their roles effectively. This may include both on-the-job training and formal training programs.
•Performance reviews will be conducted regularly to assess the performance of team members and identify areas for improvement. These reviews will also provide feedback on how well team members are meeting the project's expectations and objectives.
•A rewards and recognition system will be implemented to acknowledge and motivate outstanding performance. This may include bonuses, promotions, and other incentives.
It is important to note that depending on the scope of the project, there may be other items included in staffing management such as government and/or regulatory compliance, organizational health, and safety, etc. It depends on the specific requirements and regulations of the industry and the location in which ADENICSY is being implemented. Government and regulatory compliance may be a consideration if the project is subject to specific laws and regulations related to data privacy and security. Organizational health and safety may also be a consideration if the project involves the use of equipment or technology that poses a potential risk to team members.
The Staffing Management Plan will be regularly reviewed and updated as necessary to ensure that it remains aligned with the project's objectives and requirements. It is important for the project manager to conduct a thorough analysis of the project's specific requirements and regulations to determine if any additional items need to be included in the staffing management plan.
Role | Project Responsibility | Skills Required | Number of Staff | Performance Reviews | Recognition and Rewards |
---|---|---|---|---|---|
Project Manager | Plan, execute, and close projects effectively and efficiently. Ensure the project meets the objectives and goals. Manage project risks and issues. Coordinate with stakeholders and team members. |
Leadership Communication Problem-solving Time management Technical skills related to the project |
Depends on the scope and complexity of the project. Determined in collaboration with other stakeholders |
The project manager will conduct regular performance reviews with team members to assess their progress, provide feedback, and address any issues. | The project manager will implement a recognition and rewards system to motivate team members and encourage high performance. |
Project Team Leader | Lead a project team and ensure the project is delivered on time, within budget, and to the required quality standards. Define project objectives and develop a detailed project plan. Monitor and manage project risks, issues, and dependencies. Communicate project progress and status to stakeholders and senior management. Manage project scope, budget, and resources |
Leadership Communication Planning and organizing Risk management Budget management Technical skills related to the project |
Depends on the scope and complexity of the project. Determined in collaboration with other stakeholders |
The project leader will work with team members to set achievable performance goals and track their progress throughout the project. | The project leader will implement a recognition and rewards system to motivate team members and encourage high performance. |
Project Team Member | Collaborate with other team members to achieve project goals. Complete tasks assigned by the project leader or manager. Report progress and status to the project leader or manager. Participate in project meetings and contribute to discussions. Manage their time and work effectively to ensure project tasks are completed on time and within budget. |
Technical skills related to the project. Communication Collaboration and teamwork Problem-solving Time management |
Depends on the scope and complexity of the project. Determined in collaboration with other stakeholders |
The frequency and format of performance reviews will be determined based on the project's needs and the company's policies. | The project leader or manager will implement a recognition and rewards system to motivate team members and encourage high performance. |
Executive Sponsor | Provide strategic direction and leadership for the project. Ensure the project is aligned with the organization's goals and vision. Allocate resources and secure funding for the project. Act as the primary point of contact between the project team and senior management. Monitor project progress and provide guidance and support to the project team |
Leadership Strategic thinking Communication Decision-making Risk management Budget management |
The executive sponsor is typically a high-level executive or member of the board of directors. May be supported by a project management office or other support staff. |
The executive sponsor may conduct performance reviews of the project leader or manager to ensure they are meeting the organization's standards and goals for the project. They may also receive updates and progress reports from the project leader or manager. |
The executive sponsor may recognize and reward the project team for their achievements and progress towards the project's goals. They may also provide opportunities for career growth and development for the project team members, as well as for the project leader or manager. |
The Communications Management Plan is a critical component of the Apelo Dental Clinic System project as it outlines the communication strategy and protocols for the project team and stakeholders. The plan defines the following:
- The plan outlines what kind of information will be conveyed, such as updates on the project's status, progress reports, potential hazards, and challenges. Additionally, it determines the degree of intricacy and structure of the information, whether it will be presented verbally or in written format.
- The plan outlines the methods of communication that will be used, such as online or physical meetings, email, telephone, text messages, etc. This ensures that all stakeholders are informed promptly.
- The plan establishes how often the project communications, both formal and informal, will occur to maintain regular and consistent updates for the stakeholders.
- The plan clarifies the communication-related roles and responsibilities of both team members and stakeholders, including who is accountable for distributing project-related information.
- The plan outlines the specific communication needs of all stakeholders and how they will be met, such as language requirements and accessibility.
- The plan outlines the resources allocated for communication, such as budget and personnel, to ensure that communication is effective and efficient.
- The plan outlines the procedures for communicating confidential or sensitive information, specifying the individuals responsible for authorizing the disclosure of such information.
- The plan defines a process for managing changes in communication or the communication process, including how changes are proposed, reviewed, and approved. This ensures that all stakeholders are aware of any changes and that the communication process remains consistent throughout the project.
- The plan describes the direction of communication within the project, detailing how information is exchanged among team members, stakeholders, and other partners involved in the project. This promotes the timely sharing of information and ensures that all stakeholders are kept informed.
- The plan recognizes any limitations, whether internal or external, that may impact project communications, such as legal or regulatory obligations, and establishes how these limitations will be resolved.
- The plan specifies the required standard templates, formats, or documents for conveying project-related information, such as meeting minutes or progress reports. This guarantees that all stakeholders are furnished with reliable and uniform information.
- The plan incorporates an escalation mechanism for resolving any conflicts or issues related to communication that might arise during the project. This promotes the prompt identification and resolution of communication-related problems.
Overall, the Communications Management Plan is a key tool that helps to ensure that all stakeholders are informed, and that communication is effective and efficient throughout the Apelo Dental Clinic System project.
The optimal communication management approach for the Apelo Dental Clinic System project would be a combination of proactive and reactive strategies.
Proactively, the project team will conduct regular project status meetings to keep all stakeholders informed about the project's progress. The project manager will hold frequent meetings with the team to communicate updates, progress reports, risks, and issues to provide stakeholders with an overview of the project's status and potential roadblocks. Additionally, a project website and web portal will be established to facilitate stakeholders' access to project information, including meeting minutes, documents, and project status reports.
Reactively, a straightforward and brief escalation process will be implemented to handle any conflicts or issues that arise concerning communication. The project manager will be easily accessible to stakeholders to address any questions or concerns they may have and offer assistance and direction when necessary.
Furthermore, a process for managing changes in communication or the communication process will be introduced. This process will guarantee that any alterations are sanctioned by the Change Control Board and that stakeholders are notified of any modifications without delay.
In summary, this method guarantees that both the project team and stakeholders are well-informed and that any communication-related problems are addressed promptly and successfully.
The Communications Management Constraints for the Apelo Dental Clinic System project are a crucial aspect of the overall project management plan. These constraints help to define the limitations and boundaries that may impact the communication processes and strategies of the project. By identifying and addressing these constraints, the project team can proactively develop solutions to mitigate potential challenges and ensure the smooth flow of information throughout the project.
This section of the Communications Management Plan will provide an overview of the key constraints that may impact the project's communication processes, including internal and external factors, technological limitations, and regulatory requirements.
Communications management constraints for the Apelo Dental Clinic System project may include:
- Limited budget for communication equipment and resources: The project may have a limited budget for communication tools and resources, such as video conferencing software, project management software, or hiring a dedicated communications team.
- Limited availability of team members: The availability of team members for communication may be limited due to their other commitments or responsibilities.
- Language barriers: In case team members or stakeholders communicate in different languages, there might be a requirement for translation services or additional resources to enable communication.
- Confidentiality: Some information related to the project may be confidential and require special handling and communication protocols.
- Resistance to change: Introducing new communication strategies can be challenging due to resistance from some stakeholders who may be unwilling to adopt changes in communication processes or tools.
- Technical difficulties: Technical difficulties with communication tools and systems can also be a constraint.
- Time constraints: Scheduling and conducting regular communication meetings can be challenging if the project is operating under a stringent timeline.
The Stakeholder Communication Requirements are a vital component of the Apelo Dental Clinic System project as they outline the specific communication needs of all stakeholders involved in the project. Effective communication is essential for ensuring that the project is completed on time, within budget, and to the satisfaction of all stakeholders. By identifying and addressing the communication requirements of stakeholders, the project team can proactively manage expectations, build trust, and foster collaboration.
This section of the Communications Management Plan outlines the specific communication needs of stakeholders and how they will be met throughout the project's lifecycle.
The Apelo Dental Clinic System project would probably require stakeholder communication needs such as:
- Regular project updates: It is necessary to keep all stakeholders informed about the project's advancement, which includes notifying them of any problems or risks that may emerge.
- Clear and concise communication: Project-related information must be communicated clearly and concisely to ensure that stakeholders comprehend the message.
- Accessibility: Communication needs to be accessible to all stakeholders, considering any language or accessibility requirements they may have.
- Timely communication: Information should be communicated promptly, ensuring that stakeholders are informed as soon as possible.
- Confidentiality: Sensitive or confidential information must be communicated only to the relevant stakeholders and managed securely.
- Customized communication: Communication should be customized to meet the specific requirements of each stakeholder, considering their level of involvement in the project and their role.
- Two-way communication: Communication should involve both parties, enabling stakeholders to provide feedback and ask questions.
- Feedback mechanisms: There should be a system in place for stakeholders to offer feedback on the communication process, to ensure its effectiveness.
Role | Responsibilities |
---|---|
Project Sponsor | A high-level executive who provides financial resources and strategic direction for the project. |
Project Manager | The person is responsible for planning, executing, and closing the Apelo Dental Clinic System. The project manager leads the project team and ensures that the system is completed on time, within budget, and to the required quality standards. |
Program Manager | The individual in charge of supervising the Apelo Dental Clinic System and ensuring that it corresponds with the organization's broader goals and objectives. The program manager is responsible for monitoring several interrelated projects within the organization. |
Key Stakeholders | Individuals or groups who have a vested interest in the Apelo Dental Clinic System, such as dentists, clinic employees, and patients who rely on the system for their daily operations. |
The following table presents contact information for all persons identified in this communications management plan. The email addresses and phone numbers in this table will be used to communicate with these people.
Name | Position | Internal/External | Project Role | Contact Information |
---|---|---|---|---|
Dr. Denroe Apelo | Manager of Operation | Internal |
The successful implementation of the Apelo Dental Clinic System project relies on having a comprehensive grasp of the different communication methods and technologies that will be utilized to establish effective communication with all involved parties. It is crucial to consider the unique strengths and limitations of each communication method and technology to guarantee that all stakeholders receive the necessary information promptly and efficiently. This encompasses selecting suitable approaches for delivering project updates, progress reports, risks, issues, and any other pertinent details.
Additionally, it is crucial to take into account the affordability and practicality of employing various technologies, while also addressing any potential security or privacy issues that may emerge. By meticulously choosing the most suitable communication methods and technologies, the project team can guarantee that all stakeholders are adequately informed and that the project's communication goals are achieved.
When determining the best communication methods and technologies for the Apelo Dental Clinic System project, several factors should be considered. These include:
- The size and complexity of the project: When dealing with extensive and intricate projects, web portals and project management software are often the most favorable choice, as they facilitate the consolidation of information and provide convenient access for all stakeholders.
- The level of technical expertise of stakeholders: For stakeholders who lack technical expertise, straightforward communication methods like email and telephone may be the optimal choice.
- The type of information being communicated: When dealing with sensitive or confidential information, it may be essential to utilize secure methods such as encryption and portals protected by passwords.
- The budget and resources available: The selection of communication methods and technologies should align with the project's allocated budget and available resources.
Considering these considerations, it is advisable for the Apelo Dental Clinic System project to employ a blend of communication methods and technologies, such as project management software, email, telephone, and video conferencing. This approach will effectively keep all stakeholders informed and enable the project to achieve its communication goals.
The Procurement Management Plan plays a critical role in the successful completion of the project. This plan outlines the procurement requirements of the project and how the procurement process will be managed from the development of procurement documentation to the closure of contracts. This plan aims to ensure that all necessary items are procured on time, within budget, and according to the quality standards required for the project. This plan defines the types of items to be procured, the justification statements and timelines for their procurement, the contract types to be used, the risks associated with procurement management, and how these risks will be mitigated. It also outlines the process for determining costs and evaluating suppliers, including the use of standardized procurement templates and documents. The plan details how multiple suppliers will be managed if applicable and the contract approval process, decision criteria, and establishment of contract deliverables and deadlines. It explains how procurement and contracts are coordinated with the project scope, budget, and schedule, any constraints pertaining to procurement, and the direction to sellers on baseline requirements such as contract schedules and work breakdown structures (WBSs). Vendor management is a crucial aspect of the procurement process, and this plan outlines how it will be managed, including the identification of any prequalified sellers if applicable. Finally, the plan defines performance metrics for procurement activities to ensure that the procurement process is monitored and controlled throughout the project's life cycle. Overall, this Procurement Management Plan is designed to ensure that the project's procurement needs are met efficiently and effectively, with an emphasis on quality, cost, and schedule. It provides a clear and concise roadmap for the procurement process, ensuring that all stakeholders are aligned and informed throughout the process.
Channel | From | To | Type | Frequency | Format Used | Delivery Media |
---|---|---|---|---|---|---|
Project Planning | Project Manager | Stakeholders | Meeting | Once Before the start of the project | Formal | Physical Meeting |
Release Planning | Project Manager, Project Team | Stakeholders | Meeting | Once before start of the project Updated when necessary |
Formal | Microsoft Teams, Email |
Sprint Planning | Project Manager | Project Team | Meeting | Twice a week | Informal | Microsoft Teams |
Management Processes | Project Manager, Project Team | Stakeholders | Artifact | Once Before start of the project Updated when necessary |
Written Document | Microsoft Teams, Email |
Product Backlog | Project Manager | Project Team | Artifact | Once every week | Written Document | Microsoft Teams |
Project Update | Project Manager | Project Team | Meeting | Once every week | Informal | Microsoft Teams |
Procurement is a critical aspect of the Apelo Dental Clinic project, involving the acquisition of goods, services, and equipment from external sources. The procurement process inherently carries risks that can impact the project's success. It is vital to proactively identify and address these risks to minimize their potential negative effects. The Apelo Dental Clinic project encompasses various procurement activities, each with its own set of inherent risks that need to be managed effectively. The following risk of Procurement acitivtiy of Apelo Dental Clinic are:
- Supplier Reliability: The risk that selected suppliers may fail to meet delivery deadlines or provide the required quality of goods or services.
- Cost Overruns: The risk of unexpected price increases or additional expenses exceeding the allocated budget for procurement.
- Delivery Delays: The risk of delays in the delivery of procured items, potentially impacting project timelines and subsequent activities.
- Quality Issues: The risk of receiving goods or services that do not meet the desired specifications or standards.
- Compliance and Legal Risks: The risk of non-compliance with applicable laws, regulations, or contractual obligations during the procurement process.
- Supply Chain Disruptions: The risk of disruptions in the supply chain, such as logistic issues, transportation delays, or availability constraints, that may affect the timely acquisition of goods or services.
By proactively identifying and managing these procurement risks, the Dispatch Directory System project can mitigate potential setbacks, enhance project outcomes, and ensure the successful execution of procurement activities.
Procurement risk management is an essential component of the Apelo Dental Clinic project to ensure successful procurement outcomes. By effectively managing procurement risks, the project team can minimize the likelihood and impact of potential issues. The following strategies will be implemented to address procurement risks:
- Risk Identification: Thoroughly assess and identify potential risks associated with procurement activities, such as supplier reliability, cost overruns, delivery delays, quality issues, compliance, and supply chain disruptions.
- Risk Assessment: Evaluate the identified risks based on their likelihood of occurrence and potential impact on the project. Prioritize risks based on their significance to focus resources and attention accordingly.
- Risk Mitigation: Develop and implement mitigation strategies to reduce the probability or impact of identified risks. This may involve diversifying suppliers, negotiating contractual terms and penalties, conducting thorough supplier evaluations, or establishing backup plans for supply chain disruptions.
- Risk Monitoring: Continuously monitor and track procurement risks throughout the project's lifecycle. Regularly assess the effectiveness of risk mitigation strategies and update them as necessary.
- Contingency Planning: Develop contingency plans to address potential procurement risks that cannot be completely mitigated. These plans should outline specific actions to be taken in the event of risk occurrence to minimize disruption to project timelines and objectives.
- Supplier Relationship Management: Foster strong relationships with suppliers through effective communication, regular performance evaluations, and proactive issue resolution. This can help mitigate risks and improve overall procurement outcomes.
By implementing robust procurement risk management practices, the Apelo Dental Clinic project can enhance its ability to navigate potential challenges, ensure timely procurement of goods and services, and achieve project objectives with minimized risk exposure.
Cost determination is a critical aspect of the Apelo Dental Clinic project's procurement process. Accurately estimating and determining the costs associated with procuring goods, services, and equipment is essential for effective budgeting and financial planning. To determine costs, thorough market research will be conducted to understand the prevailing prices and cost structures for the desired goods and services. This research will establish a benchmark and provide insights for negotiating favorable prices with suppliers. The project team will issue Request for Quotations (RFQs) to potential suppliers, outlining the required goods or services and requesting detailed cost proposals. The received quotations will be carefully evaluated to assess the cost components, including unit prices, taxes, shipping charges, and any additional costs. Cost analysis will be performed to ensure transparency and accuracy in the breakdown of costs provided by suppliers. This analysis will verify the reasonableness of each cost element and ensure alignment with the project's budget and objectives. The team will also explore the potential for obtaining quantity discounts based on the projected procurement volumes. Negotiating with suppliers to secure cost savings for larger quantities will be a priority. Moreover, the total cost of ownership will be considered, encompassing not only the initial purchase price but also factors such as maintenance, warranty, and operational costs over the product's lifecycle. This comprehensive approach will provide a more accurate assessment of the overall costs associated with the procurement. To maintain cost control, the project will implement mechanisms for monitoring and tracking costs throughout the procurement process. Clear procedures will be established for approving expenses, tracking budget utilization, and managing change orders to prevent cost overruns. The project will encourage competition among suppliers through a competitive bidding process, allowing multiple vendors to submit their bids and propose competitive pricing. This approach will help drive down costs while ensuring the acquisition of high-quality goods and services. By effectively determining costs, the Apelo Dental Clinic project will establish a realistic budget, negotiate favorable terms with suppliers, and optimize its procurement activities for cost efficiency. This will contribute to the successful implementation of the project within budgetary constraints while ensuring the procurement of necessary resources to support the clinic's operations.
A procurement constraint refers to any limitations or restrictions that impact the procurement process of goods, services, or equipment for the Apelo Dental Clinic project. The following procurement constraints should be taken into consideration:
- Budget Constraints: The procurement activities must align with the allocated budget for the project. It is crucial to ensure that procurement decisions are made within the specified financial limitations to avoid cost overruns or budgetary constraints.
- Supplier Availability: The availability of qualified suppliers in the market for the required goods and services can impact the procurement process. Limited supplier options or extended lead times for certain items may pose challenges in acquiring the necessary resources within the desired timeframe.
- Regulatory Compliance: Compliance with applicable laws, regulations, and procurement policies is essential. The procurement process must adhere to legal requirements, such as fair competition, transparency, and ethical standards. Any regulatory constraints or specific procurement rules must be followed.
- Quality Standards: The procurement process should prioritize the acquisition of goods and services that meet the required quality standards. Compliance with specific industry or regulatory quality certifications or standards may be necessary, and this constraint must be considered during the supplier evaluation and selection process.
- Procurement Capacity: The procurement team's capacity and expertise may limit the number or complexity of procurement activities that can be undertaken simultaneously. It is important to assess the available resources and capabilities to ensure efficient and effective procurement processes.
- Delivery Timeframes: The procurement constraints related to delivery timeframes should be taken into account. Certain items may have longer lead times or limited availability, which could impact project timelines. Coordinating with suppliers and establishing clear delivery expectations is crucial to avoid delays.
- Contractual Considerations: Any contractual agreements or terms and conditions with suppliers should be carefully reviewed and adhered to. It is important to ensure that the procurement process aligns with the contractual obligations and requirements to mitigate legal and operational risks.
By identifying and managing these procurement constraints, the Apelo Dental Clinic project can ensure a streamlined and compliant procurement process. Proactive planning, effective supplier management, and clear communication with stakeholders are essential to overcome any potential challenges and successfully procure the necessary resources for the project.
The contract approval process for the Apelo Dental Clinic project involves a series of steps to ensure thorough evaluation, negotiation, and approval of procurement contracts. The following outlines the typical contract approval process:
- Contract Identification: Identify the need for a contract based on the procurement requirements. This includes determining the goods, services, or works that require a contractual agreement.
- Contract Creation: Draft the contract document, clearly defining the scope of work, deliverables, terms and conditions, payment terms, and any other relevant contractual provisions. Ensure compliance with legal and regulatory requirements and align the contract with the project objectives and procurement policies.
- Contract Review: Conduct a comprehensive review of the contract to verify accuracy, clarity, and consistency. Involve legal and procurement experts to assess the contractual terms and conditions, identify any potential risks or ambiguities, and suggest necessary revisions.
- Contract Negotiation: Engage in negotiations with the selected vendor or supplier to reach mutually agreeable terms. This may involve discussions on pricing, delivery schedules, warranties, service levels, intellectual property rights, and any other key contractual provisions. Negotiate in a fair and transparent manner while protecting the interests of the Apelo Dental Clinic.
- Legal and Compliance Review: Seek legal advice to ensure compliance with applicable laws and regulations. Review the contract for legal compliance, including data protection, confidentiality, insurance requirements, and any other legal considerations specific to the project or the dental industry.
- Internal Approval: Obtain internal approval from the authorized stakeholders within the Apelo Dental Clinic. This may involve seeking approval from senior management, finance department, legal counsel, or any other designated personnel responsible for contract approval.
- Contract Execution: Once all necessary approvals are obtained, the contract is executed by all relevant parties involved. This includes obtaining signatures from authorized representatives of both the Apelo Dental Clinic and the vendor or supplier.
- Contract Management: Establish a contract management system to monitor and track contract performance, deliverables, and compliance throughout the project duration. Assign responsibilities for contract administration, including monitoring key contract milestones, reviewing progress, addressing changes or disputes, and ensuring adherence to contractual obligations.
- Contract Closeout: Upon successful completion of the contract, conduct a thorough review to ensure all contractual obligations have been met. Document any lessons learned, conduct a performance evaluation of the vendor or supplier, and formally close the contract.
By following a well-defined contract approval process, the Apelo Dental Clinic project can ensure transparency, compliance, and effective management of procurement contracts. This process helps mitigate risks, protect the interests of the clinic, and foster successful vendor relationships throughout the project lifecycle.
The decision criteria for the Apelo Dental Clinic project play a crucial role in evaluating and selecting various options or alternatives. These decision criteria serve as benchmarks against which potential solutions, suppliers, or courses of action are assessed. The following are some common decision criteria that can be considered for the project:
- Cost: Evaluate the financial implications of different options, taking into account not only upfront costs but also long-term expenses, such as maintenance, licensing fees, and operational costs. Consider the overall cost-effectiveness and value for money provided by each option.
- Functional Requirements: Assess how well each option meets the functional requirements of the Apelo Dental Clinic. Consider factors such as the system's capability to handle patient records, appointment scheduling, queue management, reporting, and other essential functionalities.
- Scalability and Flexibility: Evaluate the scalability and flexibility of each option to accommodate future growth and changes within the clinic. Consider whether the solution can adapt to evolving needs, accommodate additional users or clinics, and integrate with other systems or technologies.
- User Experience: Consider the usability and user experience of each option. Evaluate factors such as user-friendliness, intuitiveness, training requirements, and potential impact on staff productivity and satisfaction.
- Technical Compatibility: Assess the technical compatibility of each option with the existing IT infrastructure of the Apelo Dental Clinic. Consider factors such as system requirements, compatibility with operating systems, databases, and integration capabilities with other tools or software.
- Vendor Reputation and Support: Evaluate the reputation, experience, and track record of potential vendors or solution providers. Consider factors such as their customer support, maintenance services, response time, and availability of updates or upgrades.
- Implementation Timeframe: Assess the estimated time required for implementing each option. Consider factors such as the complexity of implementation, data migration, training requirements, and potential disruption to clinic operations during the transition period.
- Regulatory Compliance: Ensure that each option aligns with relevant regulatory requirements, such as data protection and privacy regulations in the dental industry. Consider how well each option addresses compliance needs and minimizes any legal or regulatory risks.
- Risk Assessment: Evaluate the potential risks associated with each option and assess their impact on the project's success. Consider factors such as data security risks, vendor reliability, potential system downtime, and the clinic's ability to handle any challenges or disruptions.
- Return on Investment (ROI): Assess the potential return on investment for each option. Consider the projected benefits, cost savings, revenue generation, and overall value that the chosen solution can bring to the Apelo Dental Clinic.
By using these decision criteria, the project team can make informed and objective decisions that align with the goals and requirements of the Apelo Dental Clinic. It is important to prioritize and weight the decision criteria based on their relative importance to the project's success and the specific needs of the clinic.
Performance metrics for procurement activities in the Apelo Dental Clinic project help evaluate and measure the effectiveness and efficiency of the procurement process. These metrics provide insights into key performance areas and enable continuous improvement.
The following are some performance metrics that can be considered for procurement activities:
- Cost Savings: Measure the cost savings achieved through procurement activities, including negotiated discounts, competitive bidding, volume discounts, or alternative supplier selection. This metric helps assess the financial benefits gained through efficient procurement practices.
- Supplier Performance: Evaluate the performance of suppliers based on factors such as on-time delivery, product or service quality, responsiveness to inquiries, and adherence to contractual terms and conditions. This metric ensures that suppliers meet or exceed expectations, minimizing the risk of disruptions or delays.
- Contract Compliance: Monitor the level of compliance with contractual terms and conditions by both the Apelo Dental Clinic and the suppliers. Assess adherence to pricing agreements, delivery schedules, warranty provisions, and any other contractual obligations. This metric helps identify and address any deviations or non-compliance.
- Purchase Cycle Time: Measure the time taken to complete the procurement cycle, starting from the identification of a need to the final receipt of goods or services. This metric helps identify bottlenecks or inefficiencies in the procurement process and enables process optimization for faster turnaround times.
- Supplier Diversity: Evaluate the extent to which the procurement process promotes supplier diversity, considering factors such as the engagement of minority-owned or women-owned businesses. This metric assesses the inclusivity and social impact of the procurement activities.
- Stakeholder Satisfaction: Gather feedback from internal stakeholders, such as project team members, end-users, and senior management, to assess their satisfaction with the procurement process. This can be done through surveys, feedback sessions, or regular communication channels. This metric helps gauge stakeholder perceptions and identifies areas for improvement.
- Savings Tracking: Track and measure the cumulative cost savings achieved through procurement activities over a specific period. This metric provides visibility into the overall impact of procurement initiatives and helps quantify the value generated for the Apelo Dental Clinic.
- Supplier Relationship Management: Evaluate the strength and effectiveness of relationships with key suppliers. This metric considers factors such as communication, collaboration, joint problem-solving, and long-term strategic alignment. It helps foster mutually beneficial partnerships and ensures a reliable supply chain.
- Procurement Cycle Cost: Measure the overall cost incurred during the procurement process, including administrative costs, personnel costs, and other associated expenses. This metric helps identify areas where cost efficiencies can be achieved and supports budget planning and control.
- Risk Management: Assess the effectiveness of risk management in procurement activities. This includes tracking the identification, assessment, and mitigation of risks related to suppliers, supply chain disruptions, contractual issues, and other procurement-specific risks.
The Apelo Dental Clinic System project is nearing completion, and as part of the project closeout, a transition out plan has been developed to ensure a smooth handover of the system to its new owners. The purpose of this plan is to provide a high-level overview of the transition process, including the history of the contract, the current state of the system, and the planned transition to the new owners. The Apelo Dental Clinic System was developed by our organization in collaboration with the client to improve their data management storing and queuing system. The system has been in use for the past year and has successfully achieved the project objectives. As per the contract agreement, the system is now transitioning to the client's ownership. The current state of the system is stable and operational. All required functionalities have been tested and validated, and user training has been completed. As we transition out, we aim to ensure that the client is equipped with all necessary documentation and support to manage and maintain the system effectively.
The new owners will receive all project deliverables, including technical documentation, user manuals, and source code, to ensure they have a comprehensive understanding of the system. We will also provide knowledge transfer sessions to the new owners, covering system operations, maintenance, and troubleshooting. The transition out plan for the project includes a detailed timeline with a focus on a smooth and successful handover to the new contractor. The execution phase of the transition plan involves user training and go-live, which will take place at the end of August 2023.
The closeout phase of the plan involves several key activities, including documenting lessons learned, updating files and records, gaining formal acceptance, archiving files and documents, and holding a project closeout meeting. These activities will take place throughout September 2023, with the project closeout meeting scheduled for the end of the month. Throughout the transition, the transition team will work closely together to ensure a smooth handover and minimize any disruptions to the project's operations.
The team will consist of various roles, including the Transition Project Manager, Technical Lead, Subject Matter Experts, Quality Assurance Lead, and Project Team Members. By following this transition plan and timeline, the project team aims to ensure a successful and seamless handover to the new contractor while maintaining the quality of the project's deliverables. Overall, the transition out plan aims to ensure that the client receives a fully operational and sustainable system, and that our organization completes the project on a positive note.
Overall Approach
The approach for the Transition Out plan for the Apelo Dental Clinic System Project will be a phased transition approach since there is a need for continuity and minimal disruption to ongoing operations. This approach allows for a gradual and systematic transfer of knowledge, resources, and responsibility to the new team, minimizing the risk of downtime and service interruption. The transition approach will include the following steps:
- Communication Plan: The communication plan will ensure that all stakeholders are aware of the transition plan, timelines, and expectations for the transition.
- Transition Planning: The transition plan will be developed in coordination with the Apelo Dental Clinic Staff, and it will include a detailed timeline of all activities that need to be completed during the transition.
- Knowledge Transfer: Knowledge transfer will occur through various means, such as documentation, instruction manuals, as-built documents, and formal training classes, to ensure that the Apelo Dental Clinic Staff has the necessary skills and knowledge to support the system.
- Staffing: During the transition, the project team will scale down their staff to a minimum level required to support the knowledge transfer and transition activities.
Timeline</p>
The transition out plan for this project involves a comprehensive schedule of activities that are necessary to successfully transition from the incumbent contractor to the Apelo Dental Clinic Staff. The transition plan is broken down into two main phases, execution, and closeout. The execution phase includes user training and go-live events that are scheduled from August 28th to August 31st.
The closeout phase involves document lessons learned, update files/records, gain formal acceptance, archive files/documents, and project closeout meeting. These activities will be conducted from September 1st to September 29th. The timeline provides a detailed schedule for each activity to ensure timely completion of all transition activities. The success of the transition plan will depend on the careful planning and execution of each activity as outlined in the timeline.
Assumption
The following assumptions will be made for the transition approach:
Roles and Responsibilities:
Role | Responsibilities |
---|---|
Transition Project Manager (TPM) | Overall responsible for the success of the transition. The TPM will manage the transition team, ensure timely completion of transition activities, coordinate with the customer, and ensure compliance with the transition plan. |
Developers/Technical Lead (TL) | Responsible for providing technical expertise on the project. The Developers/Technical Lead will work closely with the project team to understand the system and develop a plan for the transition. The TL will also be responsible for coordinating with the new contractor to ensure a smooth transition of technical knowledge and expertise. |
Subject Matter Experts (SMEs) | Responsible for providing subject matter expertise on specific areas of the project. The SMEs will work closely with the developers, project team, and the Apelo Dental Clinic Staff to ensure a smooth transition of knowledge and expertise. |
Quality Assurance (QA) Lead | Responsible for ensuring that all deliverables meet the quality standards set forth in the transition plan. The QA Lead will work closely with the TPM to develop quality metrics and ensure that all transition activities are completed to a high standard. |
Project Team Members | Responsible for providing support with knowledge and expertise on the system. They will work closely with the TPM, developers, SME, and Apelo Dental Clinic Staff members to ensure a smooth transition of knowledge and expertise. |
The workforce transition is a critical aspect of the transition out plan for the Apelo Dental Clinic System project. In order to ensure a smooth and efficient transition, it is essential to determine and communicate the workforce plan of time. As part of the transition team, the Transition Project Manager will work closely with both the incumbent and new contractors as well as the customer to determine the best course of action for the workforce.
This may include retaining current staff, transitioning staff to the new contractor, or hiring new staff altogether. Communication will be key in this process, as the workforce must be informed of any changes in a timely and respectful manner. The Transition Project Manager will work closely with HR and management to ensure that all staff are aware of their options and are provided with the necessary support throughout the transition process.
In addition, any necessary training or re-training will be provided to ensure that the workforce is fully equipped to continue providing high-quality services during and after the transition period. The workforce transition plan will be regularly reviewed and updated as necessary to ensure that the project is successfully completed on time and within budget.
During the transition period of the Apelo Dental Clinic System project, work will still need to be performed they are as follows:
- User Training: This will involve the development and delivery of training materials to educate users on the new system. The training sessions will likely be held over a period of three days and will involve both classroom and hands-on training.
- Go Live: This will be the actual launch of the new system. The team will need to ensure that all systems are in place and functioning correctly before the system is made available to users. This will likely involve final system testing and ensuring that all data has been migrated correctly.
- Document Lessons Learned: This phase will involve documenting the lessons learned during the project. This includes identifying areas where the team performed well, as well as areas where there is room for improvement. The document will be used to help inform future projects and ensure that best practices are adopted moving forward.
- Update Files/Records: During this phase, the team will be responsible for updating all relevant files and records to reflect the completion of the project. This may involve archiving certain documents or updating contracts and agreements with new information.
- Gain Formal Acceptance: This phase involves formally gaining acceptance from the customer that the transition has been completed successfully. The team will need to ensure that all deliverables have been met and that the customer is satisfied with the new system.
- Archive Files/Documents: This phase involves archiving all project-related files and documents. This may include contracts, agreements, project plans, and other relevant materials.
- Project Close Out Meeting: The final phase of the transition will involve a project close out meeting with all stakeholders. This will be an opportunity to discuss the project as a whole, including any successes or areas for improvement, and to ensure that all outstanding issues have been resolved.
No contracts or subcontract agreements about this project currently exist, thus there is no need for any transfer or transition of contracts or related agreements.
Property Transition
- Government Furnished Equipment (GFE) Since there is no involvement of Government Furnished Equipment (GFE) in the Apelo Dental Clinic System project, this section of the transition plan is not applicable.
- Incumbent Owned Equipment It is crucial to clearly specify the equipment owned by the current party and ensure it remains in their possession. In case there is any equipment required for supporting the customer's applications and services, the plan should indicate whether the new contractor or customer has the choice to buy or utilize it. Additionally, the plan should incorporate a schedule for the transfer of ownership and any essential paperwork, such as bills of sale or agreements for transferring ownership. If Apelo Dental Clinic can provide the necessary equipment upon transition, there may not be a need for the project team to transition the equipment to ADENICSY. However, it remains crucial to clearly distinguish between the equipment owned by the incumbent and the equipment that will be supplied by Apelo Dental Clinic. This is necessary to facilitate a seamless transition and prevent any potential conflicts or misunderstandings. The project team should closely collaborate with Apelo Dental Clinic and ADENICSY to ensure that all required equipment is accessible and appropriately transferred.
- Intellectual Property During the transition process of the Apelo Dental Clinic System Project, it is crucial to give careful thought to the management of intellectual property (IP) to facilitate a seamless transfer of all pertinent documentation, supplier and subcontractor details, service agreements, as well as original designs or plans. Intellectual property entails various legal considerations and may involve the requirement of non-disclosure agreements (NDAs) between the current party and the customer.
- Identification of all relevant intellectual property: All intellectual property related to the project will be identified, including but not limited to design documents, patents, trademarks, copyrights, software code, and any proprietary information or trade secrets.
- Evaluation of contractual agreements: The current contractual agreements about the ownership and transfer of intellectual property will be examined and assessed to guarantee adherence during the transition.
- Negotiation of new agreements: If there are any discrepancies or inadequacies in the current agreements, new agreements will be negotiated among the incumbent, new contractor, and customer to ensure the appropriate ownership and transfer of all intellectual property.
- Protection of intellectual property: Throughout the transition period, adequate safeguards, such as non-disclosure agreements (NDAs) and other legal measures, will be implemented to ensure the protection of all intellectual property.
- Transfer of intellectual property: Once the transition process is finalized, the transfer of all pertinent intellectual property will be carried out by the contractual agreements in effect. The intellectual property will be transferred to the new contractor, the customer, or retained by the incumbent, depending on the terms specified in the agreements.
- User Accounts and Passwords
The following steps will be taken to ensure proper handling of intellectual property during the transition:
By following these steps, the Apelo Dental Clinic System Project can ensure a smooth and secure transition of all intellectual property related to the project.
As part of the transition plan for the Apelo Dental Clinic System project, it is important to address the transition of user accounts and passwords. The following details the steps and considerations for this aspect of the property transition:
To conclude, the transfer of user accounts and passwords is a critical component of the Apelo Dental Clinic project's property transition plan. By adhering to a thorough inventory, implementing password security measures, following account transition and disablement procedures, and furnishing a user account table, a seamless and secure transition can be accomplished.
Documentation/Manuals:
- The project team and senior developer will provide documentation and manuals to the Apelo Dental Clinic.
- The documentation package will encompass an overview of the project, system architecture details, functional requirements, technical specifications, and other pertinent information. This documentation will aid the Apelo Dental Clinic staff in gaining a comprehensive understanding of the system and its functionality.
- The manuals will offer detailed, sequential guidance on executing specific tasks associated with the system.
- The project team, along with a senior developer, will provide personalized training to the Apelo Dental Clinic to ensure a comprehensive understanding of the system and its operational procedures.
- The Apelo Dental Clinic will be granted access to online training materials and resources, which will assist them in enhancing their knowledge and skills about the system.
- The Apelo Dental Clinic will take on the responsibility of disseminating the information to their staff members, as formal classroom training or scheduled sessions may not be feasible in their dynamic and fast-paced work environment.
Training:
As an integral component of the Knowledge Transfer Plan, frequent check-ins and meetings will be arranged between the project team, senior developer, and Apelo Dental Clinic. These interactions aim to facilitate a successful transfer of knowledge and address any questions or concerns promptly. Furthermore, any modifications or updates to the system will be documented and shared with the Apelo Dental Clinic staff, ensuring that they have access to the latest information.
Upon the finalization of the transition plan, which incorporates all essential documentation and deliverables, the process of handover and acceptance will commence. The project team will subsequently arrange a formal meeting with the project sponsor and other relevant stakeholders to thoroughly assess the transition plan and ensure that all necessary requirements have been met.
During the handover meeting, the project team will present the finalized transition plan, along with all the necessary documentation and deliverables, to the project sponsor and other relevant stakeholders. Subsequently, the project sponsor and stakeholders will carefully examine the materials and engage in discussions regarding any unresolved matters or concerns.
Upon the resolution of all outstanding matters, the project sponsor and stakeholders will proceed to sign the formal acceptance document. This document serves as proof that the handover process has been effectively completed. The acceptance document will also feature a checklist encompassing all the necessary deliverables and documentation, accompanied by the signatures of all stakeholders who have reviewed and granted approval for the materials.
The handover and acceptance section will additionally delineate the procedures for addressing any lingering issues or concerns that may arise after the completion of the handover. This may entail following a formal dispute resolution process or implementing corrective actions to rectify any identified deficiencies.
Overall, the handover and acceptance section within the contract transition out plan will offer a comprehensive and explicit roadmap for accomplishing the handover process, guaranteeing the contentment of all stakeholders with the outcomes.
Software | Specifications |
---|---|
Operating System | Windows 10 or later (32/64 bit) |
Visual Studio Code | Version 1.72.1 |
Browser | Chrome(Windows 80.0.3987.87, macOs version: 80.0.3987.87, Linux Version: 80.0.3987.87, Android Version 80.0.3987.87, Ios 80.0.3987.88),Safari (macOS Laptops and Desktops version: 13.0, iOs iPhone, iPad) |
XAMPP | Version 8.0.28 |
Laravel | Version 8.2 |
GitHub | Version 3.4 |
Software | Specifications |
---|---|
Operating System | Windows 10 or later (32/64 bit) |
Browser | Chrome(Windows 80.0.3987.87, macOs version: 80.0.3987.87, Linux Version: 80.0.3987.87, Android Version 80.0.3987.87, Ios 80.0.3987.88),Safari (macOS Laptops and Desktops version: 13.0, iOs iPhone, iPad) |
XAMPP | Version 8.0.28 |
Hardware | Specifications |
---|---|
PC or Laptop | Processor – dual core @ 2.4 GHz (i5 or i7 Intel Processor or equivalent AMD), 64 bits |
RAM – 8 GB | |
Free disk space – 1 GB | |
Internet Connection | At least 3mbps |
Preferably DSL | |
Atleast 4g/LTE connection |
Hardware | Specifications |
---|---|
PC or Laptop | Processor – dual core @ 2.4 GHz (i5 or i7 Intel Processor or equivalent AMD), 64 bits |
RAM – 8 GB | |
Free disk space – 1 GB | |
Internet Connection | At least 3mbps |
Preferably DSL | |
Atleast 4g/LTE connection |
The Apelo Dental Clinic System has the main goal to lessen the waiting time of the patients through queueing management, digitalization of patient’s dental records, and automating several manual processes to improve the clinic’s performance. The Work Breakdown Structure (WBS) for Apelo Dental Clinic System outlines the various work packages that must be accomplished to deliver a functional and user-friendly e-commerce web application. The WBS presents the project scope and helps in defining the deliverables that must be accomplished to meet the project objectives. This document will provide an overview of the WBS layout for Apelo Dental Clinic System.
The WBS is organized into five major phases, which include project planning, analysis and design, development, documentation, and development II. Each phase is further broken down into several sub-phases or work packages, which are numbered for easy reference. The WBS has been designed to accommodate the key stakeholders, including the project owner, Doctor Denroe Apelo. Doctor Apelo will have the opportunity to review the WBS to ensure that the project goals are being met, and any adjustments can be made before the project progresses too far.
Overall, the WBS for Apelo Dental Clinic System provides a comprehensive view of the tasks needed to deliver a fully-functional e-commerce web application. It is an essential tool that helps the project team in tracking and monitoring the progress of the project, ensuring that it is delivered on time and to the satisfaction of the stakeholders.
The outline view for the work breakdown structure (WBS) of Apelo Dental Clinic System provides a straightforward and clear layout that is easy to understand. This layout is particularly useful during the development phase of the project as it enables the project team to make changes quickly and efficiently. The outline view displays the hierarchical structure of the WBS, which allows the project team to easily see the various levels of the project and how they relate to one another. With this view, the team can easily identify the major deliverables of the project and the sub-deliverables that contribute to the completion of each major deliverable. This helps ensure that the project team stays on track and is able to complete the project within the established timeline.
- 1. Initiation
- 1.1 Determine Project Team
- 1.2 Develop Project Charter
- 1.3 Deliverable: Submit Project Charter
- 1.4 Project Sponsor Reviews Project Charter
- 1.5 Project Charter Signed/Approved
- 1.6 Deliverable: Work Breakdown Structure
- 2. Planning
- 2.1 Create Preliminary Scope Statement
- 2.2 Project Team Initial Meeting
- 2.3 Deliverable: Stakeholder Management Plan
- 2.4 Deliverable: Schedule Management Plan
- 2.5 Deliverable: Cost Management Plan
- 2.6 Submit Deliverables
- 2.7 Project Team Meeting
- 2.8 Milestone: Project Plan Approval
- 3. Execution
- 3.1 Project Team Meeting
- 3.2 Verify & Validate Stakeholder Requirements
- 3.3 Design System
- 3.4 Procure Hardware/Software
- 3.5 Install Development System
- 3.6 Sprint Planning Meeting
- 3.7 Create Sprint Backlog
- 3.8 Develop Sprint Backlog Items (Daily Scrums)
- 3.9 Sprint Review Meeting
- 3.10 Sprint Retrospective Meeting
- 3.11 Integration to Server
- 4. Control
- 4.1 Quality Assurance Control
- 4.2 Project Management
- 4.3 Project Status Meeting
- 4.4 Risk Management
- 4.5 Update Project Management Plan
- 5. Closeout
- 5.1 Audit Procurement
- 5.2 Document Lessons Learned
- 5.3 Update Files/Records
- 5.4 Gain Formal Acceptance
- 5.5 Archive Files/Documents
The hierarchical structure is an effective way to represent the Work Breakdown Structure (WBS) for Apelo Dental Clinic System. It shows the breakdown of the project into smaller, manageable parts, with each level representing a more detailed and specific set of activities. This structure allows for a clear understanding of the dependencies between different tasks and deliverables and enables the project team to track progress and identify any potential issues at an early stage.
Level |
WBS Code |
Element Name |
1 |
1 |
Apelo Dental Clinic System |
2 |
1.1 |
Initiation |
3 |
1.2 |
Determine Project Team |
3 |
1.3 |
Develop Project Charter |
3 |
1.4 |
Deliverable: Submit Project Charter |
3 |
1.5 |
Project Charter Signed/Approved |
3 |
1.6 |
Deliverable: Work Breakdown Structure |
2 |
2.1 |
Planning |
3 |
2.2 |
Create Preliminary Scope Statement |
3 |
2.3 |
Project Team Initial Meeting |
3 |
2.4 |
Deliverable: Stakeholder Management Plan |
3 |
2.5 |
Deliverable: Schedule Management Plan |
3 |
2.6 |
Deliverable:Cost Management Plan |
3 |
2.7 |
Submit Deliverables |
3 |
2.8 |
Project Team Meeting |
3 |
2.9 |
Milestone: Project Plan Approval |
2 |
3.1 |
Execution |
3 |
3.2 |
Project Team Meeting |
3 |
3.3 |
Verify & Validate Stakeholder Requirements |
3 |
3.4 |
Design System |
3 |
3.5 |
Procure Hardware/Software |
3 |
3.6 |
Install Development System |
3 |
3.7 |
Sprint Planning Meeting |
3 |
3.8 |
Create Sprint Backlog |
3 |
3.9 |
Develop Sprint Backlog Items (Daily Scrums) |
3 |
3.10 |
Sprint Review Meeting |
3 |
3.11 |
Sprint Retrospective Meeting |
3 |
3.12 |
Integration to Server |
2 |
4.1 |
Control |
3 |
4.2 |
Quality Assurance Control |
3 |
4.3 |
Project Management |
3 |
4.4 |
Project Status Meeting |
3 |
4.5 |
Risk Management |
3 |
4.6 |
Update Project Management Plan |
2 |
5.1 |
Closeout |
3 |
5.2 |
Audit Procurement |
3 |
5.3 |
Document Lessons Learned |
3 |
5.4 |
Update Files/Records |
3 |
5.5 |
Gain Formal Acceptance |
3 |
5.6 |
Archive Files/Documents |
The tabular view of the Work Breakdown Structure (WBS) for Apelo Dental Clinic presents a clear and organized overview of the project by displaying all tasks and subtasks in a table format.
Level 1 | Level 2 | Level 3 |
---|---|---|
1. Apelo Dental Clinic System | 1.1 Initiation | 1.2 Determine Project Team 1.3 Develop Project Charter 1.4 Deliverable: Submit Project Charter 1.5 Project Charter Signed/Approved 1.6 Deliverable: Work Breakdown Structure |
2.1 Planning | 2.2 Create Preliminary Scope Statement 2.3 Project Team Initial Meeting 2.4 Deliverable: Stakeholder Management Plan 2.5 Deliverable: Schedule Management Plan 2.7 Submit Deliverables 2.8 Project Team Meeting 2.9 Milestone: Project Plan Approval |
|
3.1 Execution | 3.2 Project Team Meeting 3.3 Verify & Validate Stakeholder Requirements 3.4 Design System 3.5 Procure Hardware/Software 3.6 Install Development Systems 3.7 Sprint Planning Meeting 3.8 Create Sprint Backlog 3.9 Develop Sprint Backlog Items (Daily Scrums) 3.10 Sprint Review Meetings 3.11 Integration to Server |
|
4.1 Control | 4.2 Quality Assurance Control 4.3 Project Management 4.4 Project Status Meeting 4.5 Risk Management 4.6 Update Project Management Plan |
|
5.1 Closeout | 1.5.2 Audit Procurement 5.3 Document Lessons Learned 5.4 Update Files/Records 5.5 Gain Formal Acceptance 5.6 Archive Files/Documents |
The Tree Structure view provides an intuitive and easy-to-understand visual representation of the project's hierarchical structure, showing how each element contributes to the project as a whole.
The Work Breakdown Structure (WBS) Dictionary is a companion document to the WBS that provides a comprehensive list of all the tasks, sub-tasks, and work packages included in the project. The WBS Dictionary contains important information such as the description of each work package and the estimated duration. It serves as a reference guide for the project team, ensuring that everyone is on the same page regarding the project's scope and objectives. A well-developed WBS Dictionary is essential for project management and helps to ensure that the project stays on track and is completed within the schedule.
Level |
WBS Code |
Element Name |
Definition |
Estimated Duration |
1 |
1 |
Apelo Dental Clinic System |
Proposed web application system |
- |
2 |
1.1 |
Initiation |
The work to initiate the project. |
30 days |
3 |
1.2 |
Determine Project Team |
Selecting team, client and task delegations. |
7 days |
3 |
1.3 |
Develop Project Charter |
Project Manager to develop the Project Charter. |
10 days |
3 |
1.4 |
Deliverable: Submit Project Charter |
Project Charter is delivered to the Project Sponsor. |
1 day |
3 |
1.5 |
Project Charter Signed/Approved |
The Project Sponsor signs the Project Charter which authorizes the Project Manager to move to the Planning Process. |
1 day |
3 |
1.6 |
Deliverable: Work Breakdown Structure |
Breakdown of work to fully identify and focus on each part to be delivered. |
7 days |
2 |
2.1 |
Planning |
The work for the planning process for the project. |
5 days |
3 |
2.2 |
Create Preliminary Scope Statement1 |
Project Manager creates a Preliminary Scope Statement. |
21 days |
3 |
2.3 |
Project Team Initial Meeting |
Meeting to delegate tasks and create decisions about the product. |
1 day |
3 |
2.4 |
Deliverable: Stakeholder Management Plan |
Meeting with the stakeholders to clarify the task created by the team and await approval. |
7 days |
3 |
2.5 |
Deliverable: Schedule Management Plan |
Create a schedule/timeline for tasks to be done. |
14 days |
3 |
2.6 |
Deliverable:Cost Management |
Meeting to discuss possible finances about the product. |
5 days |
3 |
2.7 |
Submit Deliverables |
Submit the created deliverables to the authorized personnel for further checking and decisions. |
1 day |
3 |
2.8 |
Project Team Meeting |
Team meeting to discuss changes and improvements. |
3 days |
3 |
2.9 |
Milestone: Project Plan Approval |
Plan and system approved by the necessary personnel. |
3 days |
2 |
3.1 |
Execution |
Work involved to execute project. |
14 days |
3 |
3.2 |
Project Team Meeting |
Team meeting to discuss improvements. |
19 days |
3 |
3.3 |
Verify & Validate Stakeholder Requirements |
Check in with the stakeholders that the requirements are met. |
7 days |
3 |
3.4 |
Design System |
Creation of tehcnical resources with designing the system |
21 days |
3 |
3.5 |
Procure Hardware/Software |
Obtain the necessary hardware and software to test out and use the system. |
8 days |
3 |
3.6 |
Install Development System |
Team installs a development system for testing and other customizations of user interfaces. |
10 days |
3 |
3.7 |
Sprint Planning Meeting |
Team meets for sprint planning and other changes. |
2 days |
3 |
3.8 |
Create Sprint Backlog |
Team finishes the remaining tasks that needs to be changed or improved |
15 days |
3 |
3.9 |
Develop Sprint Backlog Items (Daily Scrum) |
Finish remaining tasks that needs to be changed or improved. |
5 days |
3 |
3.10 |
Sprint Review Meeting |
Observing and finalizing changes. |
2 days |
3 |
3.11 |
Sprint Retrospective Meeting |
Observing final decisions. |
1 day |
3 |
3.12 |
Integration to servers |
Testing the system with the use of a server. |
5 days |
2 |
4.1 |
Control |
The work involved for the control process of the project |
2 days |
3 |
4.2 |
Quality Assurance Control |
Stress test and button checks, team also looks for bugs. |
6 days |
3 |
4.3 |
Project Management |
Overall management for the project. |
2 days |
3 |
4.4 |
Project Status Meetings |
Checkup on the status of the system and latest obeservations. |
7 days |
3 |
4.5 |
Risk Management |
Assess possible risks and counters |
6 days |
3 |
4.6 |
Update Project Management Plan |
Update the needed changes |
5 days |
2 |
5.1 |
Closeout |
The work to close-out the project |
10 days |
3 |
5.2 |
Audit Procurement |
An audit of all hardware and software procured for the project, ensures that all procured products are accounted for and in the asset management system. |
3 days |
3 |
5.3 |
Document Lessons Learned |
Document the learnings from development and changes |
5 days |
3 |
5.4 |
Update Files/Records |
Update and transfer files from the testing. |
10 days |
3 |
5.5 |
Gain Formal Acceptance |
The Project Sponsor formally accepts the project by signing the acceptance document included in the project plan. |
4 days |
3 |
5.6 |
Archive Files/Documents |
All files/documents are formally archived. |
4 days |
Scrum – is a process encourages practitioners to work with what they have and continually evaluate what is working and what is not working. Communication, which is an important part of the process, is carried out through meetings, called Events. Sprint Planning Meeting - a sprint refers to the time frame in which work must be completed, and it's often 30 days. Everyone participates in setting the goals, and at the end, at least one increment -- a usable piece of software -- should be produced.
Sprint Review - this is the time to show off the increment. Sprint Retrospective - is a meeting that's held after a Sprint ends. During this meeting, everyone reflects on the Sprint process. A team-building exercise may also be offered. An important goal of a Sprint Retrospective is continuous improvement.
Sprint backlog - is a list of tasks that must be completed before selected product backlog items can be delivered. These are divided in to time-based user stories.
Cloud integration - is the process of configuring multiple application programs to share data in the cloud. In a network that incorporates cloud integration, diverse applications communicate either directly or through third-party software.
Risk management - is the process of identifying, assessing and controlling threats to an organization's capital and earnings.
Project Charter - is a formal, typically short document that describes your project in its entirety including what the objectives are, how it will be carried out, and who the stakeholders are.
Level of Effort: Level of Effort (LOE) is how much work is required to complete a task.
WBS Code: A unique identifier assigned to each element in a Work Breakdown Structure for designating the elements hierarchical location within the WBS.
Work Package: A Work Package is a deliverable or work component at the lowest level of its WBS branch.
WBS Component: A component of a WBS which is located at any level. It can be a Work Package or a WBS Element as there's no restriction on what a WBS Component is.
WBS Element: A WBS Element is a single WBS component and its associated attributes located anywhere within a WBS. A WBS Element can contain work, or it can contain other WBS Elements or Work Packages.
WBS | 1 |
---|---|
Work Package | Apelo Dental Clinic System |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | All work to implement a new Apelo Dental Clinic System |
Completion State | All the participants participate in the new implementation of the Apelo Dental Clinic System. |
Reference Docs |
WBS | 1.1 |
---|---|
Work Package | Initiation |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The work to initiate the project. |
Completion State | The project was initiated by the project manager and the members of the group. |
Reference Docs |
WBS | 1.1.1 |
---|---|
Work Package | Evaluation and Recommendations |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Working group to evaluate solution sets and make recommendations. |
Completion State | The group evaluate the problem of the organization and create a specific objective on how to deal with the problem. |
Reference Docs |
WBS | 1.1.2 |
---|---|
Work Package | Develop Project Charter |
Package Owner | Earl Eufimeah Dahinao |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Project Manager to develop the Project Charter. |
Completion State | The project charter was completed, and all the participants contributed. |
Reference Docs | Project-Charter_ADENICSY.docx |
WBS | 1.1.3 |
---|---|
Work Package | Deliverable: Submit Project Charter |
Package Owner | Earl Eufimeah Dahinao |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Project Charter is delivered to the Project Sponsor. |
Completion State | The Project Charter Document arrived at the Project Sponsor and is to be reviewed. |
Reference Docs | Project-Charter_ADENICSY.docx |
WBS | 1.1.4 |
---|---|
Work Package | Deliverable: Submit Project Charter |
Package Owner | Earl Eufimeah Dahinao |
Owner Organization | Apelo Dental Clinic |
Participants | Dr. Denroe Apelo |
Description | Project sponsor reviews the Project Charter. |
Completion State | The Project sponsor signs the project charter. |
Reference Docs | Project-Charter_ADENICSY.docx |
WBS | 1.1.5 |
---|---|
Work Package | Project Charter Signed/Approved |
Package Owner | Earl Eufimeah Dahinao |
Owner Organization | Apelo Dental Clinic |
Participants | Dr. Denroe Apelo |
Description | The Project Sponsor signs the Project Charter which authorizes the Project Manager to move to the Planning Process. |
Completion State | The Project sponsor signs the project charter, and the team will be heading to the next stage of the project management. |
Reference Docs | Project-Charter_ADENICSY.docx |
WBS | 1.2 |
---|---|
Work Package | Planning |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The work for the planning process |
Completion State | All the group members participated in the planning process of the project. |
Reference Docs |
WBS | 1.2.1 |
---|---|
Work Package | Create Preliminary Scope Statement |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Project Manager creates a Preliminary Scope Management. |
Completion State | The project manager completed the Preliminary Scope Management for the project. |
Reference Docs |
WBS | 1.2.2 |
---|---|
Work Package | Determine Project Team |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The Project Manager determines the project team and requests the resources. |
Completion State | All the participants have contributed. |
Reference Docs |
WBS | 1.2.3 |
---|---|
Work Package | Project Team Kickoff Meeting |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Doctor Denroe Apelo (Optional), Adviser |
Description | The planning process is officially started with a project kickoff meeting which includes the Project Manager, Project Team, and Project Sponsor (optional). |
Completion State | All of the participants accepted the weekly meeting and are attending regularly. |
Reference Docs |
WBS | 1.2.4 |
---|---|
Work Package | Develop Project Plan |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Under the direction of the Project Manager, the team develops the project plan. |
Completion State | The project plan has been successfully conducted, and all of the participants have participated in the planning. |
Reference Docs |
WBS | 1.2.5 |
---|---|
Work Package | Submit Project Plan |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Project Manager submits the project plan for approval. |
Completion State | The project plan has been approved by the project sponsor. |
Reference Docs |
WBS | 1.2.6 |
---|---|
Work Package | Milestone: Project Plan Approval |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The project plan is approved, and the Project Manager has permission to proceed to execute the project according to the project plan. |
Completion State | The project manager and team members executed the project plan. |
Reference Docs |
WBS | 1.3 |
---|---|
Work Package | Execution |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Work involved to execute the project. |
Completion State | The project manager and team members executed the project plan. |
Reference Docs |
WBS | 1.3.1 |
---|---|
Work Package | Project Kickoff Meeting |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Dr. Denroe Appelo |
Description | Project Manager conducts a formal kickoff meeting with the project team, project stakeholders, and project sponsor. |
Completion State | The Project Manager conducted the kickoff meeting very well, and all of the said participants accepted the invitation. |
Reference Docs |
WBS | 1.3.2 |
---|---|
Work Package | Verify & Validate User Requirements |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The original user requirements are reviewed by the project manager and team, then validated with the users/stakeholders. This is where additional clarification may be needed. |
Completion State | The original user requirements were updated based on the project manager and team suggestions. |
Reference Docs |
WBS | 1.3.3 |
---|---|
Work Package | Design System |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The technical resources design the new Apelo Dental Clinic System. |
Completion State | The project manager and team members successfully design the new Apelo Dental Clinic System. |
Reference Docs |
WBS | 1.3.4 |
---|---|
Work Package | Procure Hardware/Software |
Package Owner | Project Sponsor |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Project Manager |
Description | The procurement of all hardware, software, and facility needs for the project. |
Completion State | The project sponsor successfully procured all of the hardware and software that was needed in the project. |
Reference Docs |
WBS | 1.3.5 |
---|---|
Work Package | Install Development System |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The team installs a development system for testing and customizations of user interfaces. |
Completion State | The team successfully installed the development system for testing and customization of user interfaces. |
Reference Docs |
WBS | 1.3.6 |
---|---|
Work Package | Testing Phase |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Clinic’s Patients |
Description | The system is tested with a select set of users. |
Completion State | The testing phase was successfully conducted and all of the participants in the testing gave their feedback to further improve the system. |
Reference Docs |
WBS | 1.3.7 |
---|---|
Work Package | Install Live System |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Clinic’s Patients, Staff, Owner |
Description | The actual system is installed and configured. |
Completion State | The system has been successfully installed and configured in the organization. |
Reference Docs |
WBS | 1.3.8 |
---|---|
Work Package | User Training |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Clinic’s Patients, Staff, Owner |
Description | All users are provided with a four-hour training class. Additionally, managers are provided with an additional two-hour class to cover advanced reporting. |
Completion State | The project manager and team members successfully provide a training class. |
Reference Docs |
WBS | 1.3.9 |
---|---|
Work Package | User Training |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Clinic’s Patients, Staff, Owner |
Description | System goes live with all users. |
Completion State | The system is now available to all its users. |
Reference Docs |
WBS | 1.4 |
---|---|
Work Package | Control |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The work involved for the control process of the project. |
Completion State | The project manager successfully controls the process of the project. |
Reference Docs |
WBS | 1.4.1 |
---|---|
Work Package | Project Management |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Overall project management for the project. |
Completion State | |
Reference Docs |
WBS | 1.4.2 |
---|---|
Work Package | Project Status Meeting |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Weekly status meetings. |
Completion State | All the meetings were successfully conducted and all of the participants attended the weekly meetings. |
Reference Docs |
WBS | 1.4.3 |
---|---|
Work Package | Risk Management |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Risk management efforts as defined in the Risk Management Plan. |
Completion State | The project manager and team members successfully identify all the risks of the system. |
Reference Docs |
WBS | 1.4.4 |
---|---|
Work Package | Update Project Management Plan |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Update the Project Management Plan based on project progress and changes. |
Completion State | The project manager and team members successfully update the Project Management Plan. |
Reference Docs |
WBS | 1.5 |
---|---|
Work Package | Closeout |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members, Project Sponsor |
Description | The work involved in closing out the project. |
Completion State | The project was successfully closed out. |
Reference Docs |
WBS | 1.5.1 |
---|---|
Work Package | Audit Procurement |
Package Owner | Project Sponsor |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | An audit of all hardware and software procured for the project, ensures that all procured products are accounted for and in the asset management system. |
Completion State | The audit of all the assets was successfully accounted and documented. |
Reference Docs |
WBS | 1.5.2 |
---|---|
Work Package | Document Lessons Learned |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | Project Manager along with the project team performs a lessons learned meeting and documents the lessons learned for the project. |
Completion State | The meeting for lessons learned was successfully conducted all of the participants accepted the invitation. |
Reference Docs |
WBS | 1.5.3 |
---|---|
Work Package | Update Files/Records |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | All files and records are updated to reflect the widget management system. |
Completion State | All the files and records were successfully stored in a repository. |
Reference Docs |
WBS | 1.5.4 |
---|---|
Work Package | Gain Formal Acceptance |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | The Project Sponsor formally accepts the project by signing the acceptance document included in the project plan. |
Completion State | The project sponsor accepts the project and successfully implements it in their organization. |
Reference Docs |
WBS | 1.5.5 |
---|---|
Work Package | Archive Files/Documents |
Package Owner | Janssen Pedrola |
Owner Organization | Apelo Dental Clinic |
Participants | Progmatiks Members |
Description | All project related files and documents are formally archived. |
Completion State | The archived documents were properly stored in a repository. |
Reference Docs |