Posted: August 2nd, 2022

IFSM 438 PROJECT PLAN

ID Task Name Duration % Complete Cost Resource

Names

Start Finish

0 Mama Mia Project 77 days 0% $0.00 Mon 7/4/22Tue 10/18/

1 Project management 77 days 0% $0.00 Mon 7/4/22 Tue 10/18/22

2 Schedule Initial Client Meeting 0 days 0% $0.00 Mon 7/4/22 Mon 7/4/22

3 Client Meeting kick-off 1 day 0% $0.00 Mon 7/4/22 Mon 7/4/22

4 Cover requirements w/ Client 2 days 0% $0.00 Tue 7/5/22 Wed 7/6/22

5 Client acceptance of project 1 day 0% $0.00 Thu 7/7/22 Thu 7/7/22

6 Team Meetings (stand up – daily ) 1 day 0% $0.00 Tue 10/18/22Tue 10/18/22

7 Provide Lan/Wireless Connectivity 76 days 0% $0.00 Mon 7/4/22 Mon 10/17/22

8 ISP Business Solution 4 days 0% $0.00 Mon 7/4/22 Thu 7/7/22

9 Choose ISP (Comcast, Verizon) 1 day 0% $0.00 Fri 7/8/22 Fri 7/8/22

10 Create business meeting with Chosen Provider 1 day 0% $0.00 Mon 7/11/22Mon 7/11/22

11 Security Gateway Service 2 days 0% $0.00 Tue 7/12/22 Wed 7/13/22

12 Private IP 1 day 0% $0.00 Thu 7/14/22 Thu 7/14/22

13 Management WAN 4 days 0% $0.00 Fri 7/15/22 Wed 7/20/22

14 Wireless Connectivity 3 days 0% $0.00 Thu 7/21/22 Mon 7/25/22

15 Installation of Coaxial Cable 5 days 0% $0.00 Tue 7/26/22 Mon 8/1/22

16 Client Approval milestone 1 day 0% $0.00 Tue 8/2/22 Tue 8/2/22

17 Selecting a SaaS Product 54 days 0% $0.00 Wed 8/3/22 Mon 10/17/22

18 Defining the requirements of the Proposed SaaS 1 day 0% $0.00 Wed 8/3/22 Wed 8/3/22

19 Invoicing 1 day 0% $0.00 Thu 8/4/22 Thu 8/4/22

20 POS 52 days 0% $0.00 Fri 8/5/22 Mon 10/17/22

21 Receipts 1 day 0% $0.00 Fri 8/5/22 Fri 8/5/22

22 Receipt Printers 1 day 0% $0.00 Mon 8/8/22 Mon 8/8/22

Task

Split

Milestone

Summary

Project Summary

Inactive Task

Inactive Milestone

Inactive Summary

Manual Task

Duration-only

Manual Summary Rollup

Manual Summary

Start-only

Finish-only

External Tasks

External Milestone

Deadline

Progress

Manual Progress

Page 1

Project: Mama Mia Project

Date: Thu 7/28/22

ID Task Name Duration % Complete Cost Resource
Names
Start Finish

23 Identify POS Hardware 3 days 0% $0.00 Tue 8/9/22 Thu 8/11/22

24 Ordering system 2 days 0% $0.00 Tue 8/9/22 Wed 8/10/22

25 Integration with Cash Management System 1 day 0% $0.00 Thu 8/11/22 Thu 8/11/22

26 Inventory Control 47 days 0% $0.00 Fri 8/12/22 Mon 10/17/22

27 Inventory Scanners 1 day 0% $0.00 Fri 8/12/22 Fri 8/12/22

28 Bookkeeping 1 day 0% $0.00 Mon 8/15/22Mon 8/15/22

29 Account Payable 1 day 0% $0.00 Tue 8/16/22 Tue 8/16/22

30 Accounts Receipt 1 day 0% $0.00 Wed 8/17/22Wed 8/17/22

31 Health Department 43 days 0% $0.00 Thu 8/18/22 Mon 10/17/22

32 Contact Local Health Department for
Connection

1 day 0% $0.00 Thu 8/18/22 Thu 8/18/22

33 Define Connection Requirements 1 day 0% $0.00 Fri 8/19/22 Fri 8/19/22

34 Test Connection 1 day 0% $0.00 Mon 8/22/22Mon 8/22/22

35 Connect to Health Department 1 day 0% $0.00 Tue 8/23/22 Tue 8/23/22

36 Purchase Hardware 25 days 0% $0.00 Wed 8/24/22Tue 9/27/22

37 SaaS Solution Hardware Delivered (POS) 5 days 0% $0.00 Wed 8/24/22Tue 8/30/22

38 SaaS Solution Hardware Delivered (Inventory
System)

3 days 0% $0.00 Wed
8/31/22

Fri 9/2/22

39 Website 3 days 0% $0.00 Mon 9/5/22 Wed 9/7/22

40 Build 1 day 0% $0.00 Mon 9/5/22 Mon 9/5/22

41 Test 1 day 0% $0.00 Tue 9/6/22 Tue 9/6/22

42 Launch 1 day 0% $0.00 Wed 9/7/22 Wed 9/7/22

43 Implementation 14 days 0% $0.00 Thu 9/8/22 Tue 9/27/22

44 Configure Local Area Network 4 days 0% $0.00 Thu 9/8/22 Tue 9/13/22

Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress

Page 2

Project: Mama Mia Project
Date: Thu 7/28/22

ID Task Name Duration % Complete Cost Resource
Names
Start Finish

45 Configure Hardware 4 days 0% $0.00 Thu 9/8/22 Tue 9/13/22

46 Configure Software 4 days 0% $0.00 Thu 9/8/22 Tue 9/13/22

47 Conduct System Testing 1 day 0% $0.00 Thu 9/8/22 Thu 9/8/22

48 Record System Performance 1 day 0% $0.00 Thu 9/8/22 Thu 9/8/22

49 Develop Documentation 1 day 0% $0.00 Wed 9/28/22Wed 9/28/22

50 Create Network Diagrams 1 day 0% $0.00 Wed 9/28/22Wed 9/28/22

51 Create Hardware Lists 1 day 0% $0.00 Wed 9/28/22Wed 9/28/22

52 Create Software Configuration Guides 1 day 0% $0.00 Wed 9/28/22Wed 9/28/22

53 Conduct Training 13 days 0% $0.00 Thu 9/29/22 Mon 10/17/22

54 SaaS Training 5 days 0% $0.00 Thu 9/29/22 Wed 10/5/22

55 Health Dept. Training 2 days 0% $0.00 Thu 10/6/22 Fri 10/7/22

56 SP Management Training 2 days 0% $0.00 Mon 10/10/22Tue 10/11/22

57 Orientation of total system for Client 2 days 0% $0.00 Wed 10/12/22Thu 10/13/22

58 Consolidated training materials and manuals
for the client

2 days 0% $0.00 Fri 10/14/22 Mon
10/17/22

59 Close out Project 0 days 0% $0.00 Mon 10/17/22Mon 10/17/22

Page

Project: Mama Mia Project
Date: Thu 7/28/22

Predecessors

5,7

10,11

7/4

S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F

Jun 26, ’22 Jul 3, ’22 Jul 10, ’22 Jul 17, ’22 Jul 24, ’22 Jul 31, ’22

Page 4

Project: Mama Mia Project
Date: Thu 7/28/22

Predecessors
22

S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F
Jun 26, ’22 Jul 3, ’22 Jul 10, ’22 Jul 17, ’22 Jul 24, ’22 Jul 31, ’22
Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress

Page 5

Project: Mama Mia Project
Date: Thu 7/28/22

Predecessors

Page 6

Project: Mama Mia Project
Date: Thu 7/28/22

7/4

F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M

Jul 31, ’22 Aug 7, ’22 Aug 14, ’22 Aug 21, ’22 Aug 28, ’22 Sep 4, ’22 Sep 11, ’22

Page 7

Project: Mama Mia Project
Date: Thu 7/28/22

F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M
Jul 31, ’22 Aug 7, ’22 Aug 14, ’22 Aug 21, ’22 Aug 28, ’22 Sep 4, ’22 Sep 11, ’22
Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress

Page 8

Project: Mama Mia Project
Date: Thu 7/28/22

10/17

Page 9

Project: Mama Mia Project
Date: Thu 7/28/22

M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T

Sep 11, ’22 Sep 18, ’22 Sep 25, ’22 Oct 2, ’22 Oct 9, ’22 Oct 16, ’22

Page 10

Project: Mama Mia Project
Date: Thu 7/28/22

M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T
Sep 11, ’22 Sep 18, ’22 Sep 25, ’22 Oct 2, ’22 Oct 9, ’22 Oct 16, ’22
Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress

Page 11

Project: Mama Mia Project
Date: Thu 7/28/22

10/17
M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T
Sep 11, ’22 Sep 18, ’22 Sep 25, ’22 Oct 2, ’22 Oct 9, ’22 Oct 16, ’22
Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress

Page 12

Project: Mama Mia Project
Date: Thu 7/28/22

Project Management Plan

IFSM 438: Information Systems in Project Management

University of Maryland University College

ITP-6 Consolidated Project Management Plan

Nina Amuah ……………………………………………………………… Configuration Manager

Allison Simpson …………………………………………… Team Leader and Research Manager

Colin Spaur ………………………………………………………………… Editor and Facilitator

Wilford Tejada ………………………………………………………… Documentation Manager

Frezer Tesfay ………………………………………………………………. Deputy Team Leader

Table of Contents

Executive Summary …………………………………………………………………………… 4

Purpose ………………………………………………………………………………… 4

Problem Statement …………………………………………………………………….. 4

Overview ………………………………………………………………………………. 4

Conclusion …………………………………………………………………………….. 5

Integration Management ……………………………………………………………………… 6

Stakeholders, Roles, and Responsibilities ……………………………………………. 6

Change and Control Management ……………………………………………………. 7

Benefits and Value to Client …………………………………………………………. 8

Scope Management ……………………………………………………………………………8

Goals and Objectives …………………………………………………………………. 8

Technical and PM Approach and Strategy …………………………………………… 9

Project Scope – In and Out of Scope …………………………………………………

Major Deliverables …………………………………………………………………… 12

Project Constraints and Assumptions ………………………………………………… 12

Outsourcing/Contracting ……………………………………………………………… 13

Project Dependencies …………………………………………………………………. 13

WBS …………………………………………………………………………………… 14

Schedule Management ………………………………………………………………………… 14

Milestones ……………………………………………………………………………… 15

Work Plan ……………………………………………………………………………… 15

ROM Estimate of Total Time Required ………………………………………………… 16

Project Completion Date ………………………………………………………………. 16

Cost Management ……………………………………………………………………………… 17

Resource Estimates ……………………………………………………………………. 17

ROM Estimate of Cost and Required Project Budget ………………………………… 18

Cost to Benefit Assessment …………………………………………………………… 18

Risk Assessment ……………………………………………………………………… 18

Quality Management …………………………………………………………………………. 19

Quality Control ………………………………………………………………………. 19

Standards ………………………………………………………………………………19

Tools and Techniques …………………………………………………………………20

Project Contact Directory ……………………………………………………………………. 25

Changes in Project Documentation from Original ……………………………………………25

Appendices ……………………………………………………………………………………25

Appendix A: Approval Sign Off Form ……………………………………………… 25

Appendix B: Document References ………………………………………………… 26

2
Plan Template Reference (ITP-Master Document, 2018)

References ………………………………………………………………………………… 29

3
Plan Template Reference (ITP-Master Document, 2018)

Executive Summary

Purpose

The goal of this project is to plan and manage the installation of an IT System to help

with the expansion of Mamma Bakery and Sandwich Shoppe. This project will help improve

business and satisfy the stakeholders. The IT System will be used for point-of-sale, inventory,

bookkeeping, and to connect with suppliers and the health department for food services. Finally,

this system will include a website, so that customers can place advanced orders for pick-up, and

be able to use credit and debit cards.

Problem Statement

Because Mamma’s Bakery and Sandwich Shop has become more successful over the

years, Mamma Mia decided that it was time to expand the business into the next store, which

was currently vacant. The new space will make the business double in size, leading to the need

for an IT system to help with the added business and extra space.

Overview

The complete project management plan will include many aspects ranging from scope

management, schedule management, cost management and quality management. Scope

management will entail goals and objectives, approach and strategy, scope of the project, major

deliverables, constraints and assumptions, dependencies and a preview of the work breakdown

structure. Schedule management includes milestones, the work plan, estimate of total time

required for the project and an estimated project completion date. Next, cost management will

provide information on the estimates of resources, estimate of cost and required budget for the

project, a cost to benefit assessment and a risk assessment. Quality Management will include

4
Plan Template Reference (ITP-Master Document, 2018)

quality control, standards and, tools and techniques. In addition to the previously named

information, the project management plan will also include a project contact directory.

Conclusion

The completion and success of this project will allow Mamma’s Bakery and Sandwich

Shop to have a working IT System to help manage added business. This will include inventory,

point of sale, bookkeeping, advanced orders, and the use of credit and debit cards. Currently,

Mamma’s Bakery has one baker and two customer services associates. Mamma does all the

bookkeeping, paperwork, ordering, etc. The expansion of the bakery will include the new IT

system and the hiring of four new employees.

5
Plan Template Reference (ITP-Master Document, 2018)

Integration Management

Stakeholders, Roles and Responsibilities

Stakeholder Role
Mamma Mia Key Stakeholder, Project Customer

Professor Krystal Casey Key Stakeholder,

Project Sponsor

Nina Amuah, Roy Morgan, Allison Simpson,
Collin Spaur, Wilford Tejada, Frezer Tesfay

Rotating role – Team Project Manager.
Responsible for planning, organizing, leading
and controlling the project (

Project Manager

Duties, n.d.).
Nina Amuah, Roy Morgan, Allison Simpson,
Collin Spaur, Wilford Tejada, Frezer Tesfay

Project Team Member

Nina Amuah
Configuration Manager responsible for

keeping a master copy of the MS Project File
(ITP-Master

Document, 2018).

Roy Morgan

Project Team editor responsible for
performing a final review of all project
deliverables for the client (ITP-Master

Document, 2018).

Allison Simpson
Research Manager is responsible for verifying

sources used, and formatting project
deliverables.

Collin Spaur
Team facilitator in charge of keeping

meetings, and project schedule on track,

Wilford Tejada

Documentation manager responsible for
managing team documents, combining team
input into one group deliverable (ITP-Master

Document, 2018).

Frezer Tesfay
Deputy Team Leader is the second in charge
of maintaining the project management team.

IT Analyst

Responsible for the hardware and software

design.

Networking Consultant

Responsible for: design of the network,
network topology design, implementing
network into site, establishing network

connectivity, etc.

Design Team

Responsible for the overall design of the

project.

Business Administrator

Responsible for basic tasks including

determining providers and brands, checking
compatibility, etc.

Purchase Controller Responsible for ordering devices and
services, collecting invoices, negotiating

6
Plan Template Reference (ITP-Master Document, 2018)

orders, etc.

Receiving Coordinator

Responsible for accepting deliveries, ensuring

all parts of orders were delivered, etc.

Infrastructure Engineer

In charge of implementing devices into the
site, assembling devices, installation,

verifying adaptability, setting up hardware,
etc.

Software Development Engineer

Responsible for setting up software,

developing bookkeeping software, etc.

QA Engineer

Responsible for testing hardware and

software.

Budget Manager

Responsible for calculating and recording

expenses, and ensuring the project stays on
budget

Web Designer

Responsible for setting up, designing and

managing website and social media accounts

Trainer

In charge of training Mamma Mia and staff,
delivering and testing basic and advanced

concepts, educating on PCI DSS, evaluating
current knowledge, etc.

QA Specialist

Responsible for setting quality requirements

and checking the quality of the new IT
System.

Payroll Manager Responsible for selecting new payroll system,
implementing payroll system and configuring

new payroll system with all parties.
Maintenance Manager Responsible for maintaining software,

hardware and networking.

Change and Control Management

A change management strategy has been put in place to control the requirements of the

project and to help mitigate any risks present that are often associate with scope creep. Any

changes to the scope of the project and the project requirements are required to follow the change

management strategy. All requests to change the requirements of the project, or to add or remove

any tasks to and from the scope must be received in writing. The Project Manager will review the

request and discuss it with the Project Sponsor. Final approval will be determined by the Project

Sponsor (Harrin, 2016).

7
Plan Template Reference (ITP-Master Document, 2018)

The change management process normally follows the below (Harrin, 2016):

1. Receive all information about the potential change
2. Assess the change including planning how much work the change entails
3. Prepare a recommendation about whether it is worth moving forward
4. Receive a final decision from the project manager about whether to include the change or

not.

Benefits and Value to Client

The project benefits to the client include enjoying the business benefits of Information

technology. These benefits include increased revenue, standardization of processes, cost cutting

hence cost-efficiency, labor flexibility by automating most of the processes, and improved

customer service.

Scope Management

Goals and Objectives

8
Plan Template Reference (ITP-Master Document, 2018)

The goal of this project is to provide Mamma’s Bakery with a state-of-the-art IT system

that is both scalable and flexible to accommodate the IT requirement of a small business and give

the bakery a competitive advantage over its’ competitors. The project seeks to help the business

handle in store and online orders in an efficient and organized manner. At the end of the project,

Mamma’s baker will be able to manage employee payroll, store finance, customer information,

marketing and government regulatory compliance using an interconnected and uniform system.

In addition, the system will also be able to store, share, and access a large volume of data related

with the business using its onsite data server.

Technical and PM Approach and Strategy

For this project, the project team will follow one of the following standard project management

approaches.

1. Agile – The agile project management process is a value-centered method that allows projects

to get processed in small phases. It is a strategy that is very flexible and would be beneficial for

projects that exhibit dynamic traits. This strategy would be beneficial because project managers

would be working in an environment that treats milestones as “sprints.” The goal of this strategy

is to adapt to sudden changes from client feedback continuously. The type of approach is best for

small software projects made up of a highly collaborative team, or for projects that require

frequent iteration (Boyer, 2018).

2. Waterfall – The waterfall method, is a more traditional approach to project management and is

commonly used in the manufacturing and construction sectors. This method takes a linear

approach to project management with the project being broken down into sequences with the

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Plan Template Reference (ITP-Master Document, 2018)

kickoff of a phase utterly dependent on the completion of the preceding phase. This method

primarily consists of five stages including idea engineering, system design, implementation,

testing and validation, and maintenance (Boyer, 2018).

3. Scrum – When using the scrum approach, planning is just enough to kick off the

project, as it is based on the Agile framework. The Scrum method is an excellent way to prevent

delays in product launch because the entire process focuses on team collaboration. The scrum

master facilitates scrum sessions that occur within a time frame ranging from one to three weeks.

The result of this method is an iterative process that saves a lot of time and money

(Boyer, 2018).

4. PRINCE2 – PRINCE2 is an acronym for Projects IN Controlled Environments. This

method has become one of the best project management practices due to its flexible nature. With

Prince2, the outputs are clearly defined, and there is a business justification for each aspect of the

project. The Prince2 method is characterized by products that are delivered on time and within

the cost estimates. The roles when using this approach are predetermined before kickoff, and

each project team member is aware of their responsibilities that will help for successful

execution of the project (Boyer, 2018).

5. PERT – PERT stands for Project Evaluation Review Technique, and it is often combined with

the Critical Path Method. This project management approach takes into cognizance the time it

takes to complete a task. Time is an essential factor in project management because it plays a

huge role in determining the budget for a project (Boyer, 2018).

6. Adaptive Project Framework – Adaptive project framework is a process that was

created out of the need to adapt continuously changing phases of a project. This method works

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Plan Template Reference (ITP-Master Document, 2018)

when the traditional linear approach is not suitable, or when the project fails to meet the

requirement of the traditional project management approach (Boyer, 2018).

7. Extreme Programming (XP) – This method has its roots in the agile framework method and is

a short life-cycle method. The primary objective of this approach is the improvement of product

quality, which leads to client satisfaction. Its characteristics and principles make for a project

management team that strives for excellence in the development process. Extreme Programming

is well-suited to help the small software development team succeed (Boyer, 2018).

8. Kanban – This strategy does away with the sprints and milestones that are often used in the

scrum and traditional methods of managing projects. This approach is a more visual approach

aimed at managing time, project scope, and budget. These are three of the primary factors that go

into determining the success of a project. The Kanban approach uses continuous delivery and a

system of visual cues to let the project team know what is expected of each task concerning

quantity and quality, while also letting them know when each task is expected to be completed

(Boyer, 2018).

Project Scope – In and

Out of Scope

In Scope

Based on the agreement between Mamma and the PM, the new IT system will include

new touch screen register, employee management system, finance tracking software, professional

business website, storage server, internet access and system security software/hardware. Also

included is site design, custom software design, network design, component wiring and system

testing. The project will be completed on

September 5th, 2018.

Out of Scope

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Plan Template Reference (ITP-Master Document, 2018)

The project will not include any tasks related with the deconstruction or construction of

the project sight other than advising the sponsor based on the agreed upon site design. In

addition, the sponsor of the project exclusively does any lease or contract agreement between

component vendors supported with project team suggestion.

Major Deliverables

On September 5th, 2018 at the end of the project, Mamma’s Bakery will have an

enterprise level IT system that will be able to handle in store and online orders from customer

simultaneously, store customer and employee information on its data storage server and report to

government regulatory agency. The project will also deliver an enterprise architecture that

include supply chain management, employee management system and financial management

system that use a uniform IT architectural platform.

Project Constraints and Assumptions

The project constraints include the business and technical constraints. The project

constraints include a cost limit of $100,000 to complete the project. The project life must not

exceed 54 days. The project will complete and launch the system as expected.

The project assumptions include;

i. All project stakeholders will support the project and project activities.
ii. The executive management will approve project budget.

iii. The executive management will support the project and project activities.
iv. All stakeholders will attend 98 percent of the project meetings.
v. All project resources will be available as required.

vi. The project contractors and vendors will make supplies early to avoid delays due to

lateness.

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Plan Template Reference (ITP-Master Document, 2018)

Outsourcing/Contracting

The project resources were contracted from suppliers and vendors. The project resources

contracted include the computer devices, internet service provider, equipment for establishing

network resources, and stationeries.

Expertise were outsources including the system security analyst to help configure and perform

some tasks. The project team outsourced the software quality analyst to review the quality of the

software for quality assurance purposes.

Project Dependencies

An overview of the critical project dependency task groups is shown on the diagram

below. This diagram includes the major task group names, the estimated start date and the

relationship between predecessor and successors.

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Plan Template Reference (ITP-Master Document, 2018)

WBS

An overview of every major task group is shown below and includes durations of each

task group and start/finish dates. There is a document link for the fully detailed WBS Project

included under Appendix B.

Schedule Management

Milestones

1. Approval of Project Charter
2. Project Plan Approval
3. IT System Design
4. Order Hardware and Software
5. Integrate Software Service into Site
6. Installation
7. Training and Readiness
8. Implement New System
9. Hand over complete IT system to client

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Plan Template Reference (ITP-Master Document, 2018)

Work Plan

Outlined below is each human resource used in the project WBS which have been

assigned an estimate number of hours that correlate with the duration of the project’s tasks. As

the project begins, actual working hours will be added into the WBS. A full outline of the project

working schedule can be seen in the link under Appendix B.

Project Team Member
Project Manager
Project Sponsor
IT Analyst
Networking Consultant
Design Team
Business Administrator

Purchase Controller

Receiving Coordinator
Software Development Engineer
Infrastructure Engineer
QA Engineer
Budget Manager
Web Designer
Trainer
QA Specialist

Payroll Manager

Maintenance Manager

0 200 400 600 800 1000 1200 1400

Hours – Remaining Work

ROM Estimate of Total Time Required

Based on the Work Breakdown Structure for this project, and all the aspects that go into

it, the ROM Estimate of Total Time Required for the new IT System for Mamma Mia’s Bakery,

is a month and a half. This estimate is based on all the tasks going into this upgrade, along with

each one’s dependency.

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Plan Template Reference (ITP-Master Document, 2018)

Project Completion Date

The estimated project completion date for Mamma Mia’s IT System Install project is

September 5th, 2018.

Cost Management

Resource Estimates

For this project, there are many required resources. Shown below, is a list of estimates for

each resource. These estimates were determined based on the amount of effort that is required to

appropriately complete each assigned task, along with the cost associated with each resource

required to successfully complete the IT System Upgrade for Mamma Mia and her bakery.

Resource Name Work Cost
Project Team Member 1,311.4 hours $19,671.00
Project Manager 349 hours $12,215.00
Project Sponsor 92 hours $3,680.00
Configuration Manager 40 hours $600.00
Editor 40 hours $600.00
Research Manager 40 hours $600.00
Facilitator 40 hours $600.00
Documentation Manager 40 hours $600.00
Deputy Team Leader 40 hours $800.00
IT Analyst 72 hours $2,880.00
Networking Consultant 124 hours $9,300.00
Design Team 14 hours $560.00
Business Administrator 43.2 hours $950.40
Purchase Controller 31.3 hours $688.60
Receiving Coordinator 38 hours $760.00
Software Development Engineer 24 hours $1,104.00
Infrastructure Engineer 81 hours $3,240.00
QA Engineer 61 hours $4,270.00

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Plan Template Reference (ITP-Master Document, 2018)

Budget Manager 24 hours $768.00
Web Designer 62 hours $1,736.00
Trainer 80 hours $2,400.00
QA Specialist 21 hours $1,260.00
Payroll Manager 132 hours $3,300.00
Maintenance Manager 32 hours $832.00
Tablets 4 $3,079.80
Printer 1 $89.99
Router 1 $389.99
Docking Station 2 $269.98
Wi-Fi Extender 1 $34.99
Keyboard and Mouse 4 $131.68
Card Readers 4 $99.96
Firewall 1 $29.99
QuickBooks 1 $30.00
Internet 1 $44.99

Total $76,178.88

ROM Estimate of Cost and Required Project Budget

Based on the Work Breakdown Structure for this project, and all the aspects that go into

it, the ROM Estimate of cost for the new IT System for Mamma Mia’s Bakery, is $76,178.88.

The estimated budget for this project was $100,000.

Cost to Benefit Assessment

All costs associated with this project should be included in a cost breakdown for

customers to see the cost of each resource used and compare it to the budget for the project. By

doing this, any overages can be discussed, and a more cost-effective solution can be determined.

If there is not a cheaper option, for the quality that the customer is looking for, adding more

money to the budget can be discussed. By doing this, it is more likely that the project will stay on

budget.

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Plan Template Reference (ITP-Master Document, 2018)

Risk Assessment

A risk assessment is to help allow for risk management. Throughout the planning process

of this project we were able to identify multiple potential risks, as well as mitigation strategies

for the risks identified. There is a risk register included in Appendix B that shows all the risks we

determined, their appropriate mitigation strategies, possible cost for mitigation, the probability of

each risk, etc. The risk register is a working document, that will be updated continuously

throughout the project and as additional risks are presented.

Quality Management

Quality Control

The project team will conduct quality control of the IT system throughout the different

phases of the project and after the delivery of the IT System. The quality control process includes

software coding, hardware design, network diagram and compatibility of components. The team

will also perform a thorough quality control process including but not limited to availability,

adaptability, reliability, usability and general functionality of the IT System. Quality control

process include identifying, minimizing, and fixing problems as the arise with the IT system.

Standards

Quality standards for each of the project deliverables included in to project Work

Breakdown Structure will be defined using S.M.A.R.T (Specific, Measurable, Attainable,

Realistic, and Timely) quality criteria (PMBOK, 2013). A list of standards will be produced and

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Plan Template Reference (ITP-Master Document, 2018)

added as needed while each phase of the overall project is completed, to guarantee that each

identified standard is tested by utilizing the tools identified in the following section.

Tools and Techniques (PMBOK, 2013, pg. 232)

1. Cost-Benefit Analysis: The primary benefits of meeting quality requirements include

less rework, higher productivity, lower costs, increased stakeholder satisfaction, and

increased profitability. A cost-benefit analysis for each quality activity compares the cost

of the quality step to the expected benefit (PMBOK, 2013, pg. 235).
2. Cost of Quality (COQ): Cost of quality includes all costs incurred over the life of the

product by investment in preventing nonconformance to requirements, appraising the

product or service for conformance to requirements, and failing to meet requirements.

Failure costs are often categorized into internal and external. Failure costs are also called

cost of poor quality (PMBOK, 2013, pg. 235).
3. Seven Basic Quality Tools: The seven basic quality tools, also known as 7QC Tools, are

used within the context of the PDCA Cycle to solve quality-related problems (PMBOK,

2013, pg. 236).
a. Cause-and-Effect Diagrams: Also known as fishbone diagrams, or Ishikawa

diagrams. The problem statement placed at the head of the fishbone is used as a

starting point to trace the problem’s source back to its actionable root cause.

Fishbone diagrams often prove useful in linking the undesirable effects seen as

special variation to the assignable cause upon which project teams should

implement corrective actions to eliminate the special variation detected in a

control chart (PMBOK, 2013, pg. 236).

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Plan Template Reference (ITP-Master Document, 2018)

b. Flowcharts: Also referred to as process maps because they display the sequence

of steps and branching possibilities that exist for a process that transforms one or

more inputs into one or more outputs. Flowcharts show the activities, decision

points, branching loops, parallel paths, and the overall order of processing by

mapping the operational details of procedures that exist within a horizontal value

chain of a SIPOC model. Flowcharts are useful in understanding and estimating

the cost of quality in a process (PMBOK, 2013, pg. 236).
c. Check sheets: Also known as tally sheets and may be used as a checklist when

gathering data. Check sheets are used to organize facts in a manner that will

facilitate the effective collection of useful data about a potential quality problem.

They are useful for gathering attributes data while performing inspections to

identify defects (PMBOK, 2013, pg. 237).
d. Pareto Diagrams: Exist as a special form of vertical bar chart and are used to

identify the vital few sources that are responsible for causing most of a problem’s

effects. The categories shown on the horizontal axis exist as a valid probability

distribution that accounts for 100% of the possible observations (PMBOK, 2013,

pg. 237).
e. Histograms: Histograms are a special form of bar chart and used to describe the

central tendency, dispersion, and shape of a statistical distribution. Unlike the

control chart, the histogram does not consider the influence of time on the

variation that exists within a distribution (PMBOK, 2013, pg. 238).
f. Control Charts: used to determine whether a process is stable or has predictable

performance. Upper and lower specification limits are based on requirements of

the agreement. Control charts can be used to monitor various types of output

variables. Although used most frequently to track repetitive activities required for

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Plan Template Reference (ITP-Master Document, 2018)

producing manufactured lots, controls charts may also be used to monitor cost and

schedule variances, volume, and frequency of scope changes, or other

management results to help determine if the project management processes are in

control (PMBOK, 2013, pg. 238).
g. Scatter Diagrams: Plot ordered pairs (X, Y) and are sometimes called correlation

charts because the seek to explain a change in the dependent variable, Y, in

relationship to a change observed in the corresponding independent variable, x.
4. Benchmarking: Benchmarking involves comparing actual or planned project practices to

those of comparable projects to identify best practice, generate ideas for improvement,

and provide a basis for measuring performance (PMBOK, 2013, pg. 239).
5. Design of Experiments (DOE): Designs of experiments is a statistical method for

identifying which factors may influence specific variables of a products or process under

development or in production. DOE may be used during the Plan Quality Management

process to determine the number and type of tests and their impact on cost of quality

(PMBOK, 2013, pg. 239-240).
6. Statistical Sampling: Statistical sampling involves choosing part of a population of

interest for inspection. Sample frequency and sizes should be determined during the Plan

Quality Management process, so the cost of quality will include the number of tests, etc.

(PMBOK, 2013, pg. 240).
7. Additional Quality Planning Tools

a. Brainstorming: This technique is used to generate ideas (PMBOK, 2013, pg.

240). The goal of brainstorming is to obtain a comprehensive list of project risks.

The project team usually performs brainstorming, often with a multidisciplinary

set of experts who are not part of the team (PMBOK, 2013, pg. 324).
b. Force Field Analysis: Diagrams of forces for and against change (PMBOK,

2013, pg.240).

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Plan Template Reference (ITP-Master Document, 2018)

c. Nominal Group Technique: The technique is used to allow ideas to be

brainstormed in small groups and then reviewed by a larger group (PMBOK,

2013, pg. 240).
d. Quality Management and Control Tools: These tools are used to link and

sequence the activities identified (PMBOK, 2013, pg. 240)
i. Affinity Diagrams: The affinity diagram is like mind-mapping techniques

in that they are used to generate ideas that can be linked to form organized

patterns of thought about a problem,
ii. Process Decision Program Charts (PDPC): Used to understand a goal in

relation to the steps for getting to the goal. The PDPC is useful as a

method for contingency planning because it aids teams in anticipating

intermediate steps that could derail achievement of the goal (PMBOK,

2013, pg. 245).
iii. Interrelationship Digraphs: An adaptation of relationship diagrams. The

interrelationship digraphs provide a process for creative problem solving

in moderately complex scenarios that possess intertwined logical

relationships for up to 50 relevant items. The interrelationship digraph

may be developed from data generated in other tools such as the affinity

diagram, the tree diagram, or the fishbone diagram (PMBOK, 2013, pg.

245).
iv. Tree Diagrams: Also known as systematic diagrams and may be used to

represent decomposition hierarchies such as the WBS, RBS (risk

breakdown structure), and OBS (organizational breakdown structure).

Tree diagrams are useful in visualizing the parent-to-child relationships in

any composition hierarchy that uses a systematic set of rules that define a

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Plan Template Reference (ITP-Master Document, 2018)

nesting relationship. Tree diagrams can be depicted horizontally or

vertically (PMBOK, 2013, pg. 245).
v. Prioritization Matrices: Identify the key issues and the suitable

alternatives to be prioritized as a set or decisions for implementation.

Criteria are prioritized and weighted before being applied to all available

alternative to obtain a mathematical score that ranks the options (PMBOK,

2013, pg. 246).
vi. Activity Network Diagrams: Previously known as arrow diagrams. They

include both the AOA (activity on arrow) and, most commonly used, AON

(activity on node) formats of a network diagram. Activity network

diagrams are used with project scheduling methodologies such as program

evaluation and review techniques (PERT), critical path method (CPM),

and precedence diagramming method (PDM) (PMBOK, 2013, pg. 246).
vii. Matrix Diagrams: A quality management and control tool used to

perform data analysis within the organizational structure created in the

matrix. The matrix diagram seeks to show the strength if relationships

between factors, causes, and objectives that exist between the row and

columns that form the matrix (PMBOK, 2013, pg. 246).
8. Meetings: Project team may hold planning meetings to develop the quality management

plan. Attendees at these meetings usually include the project manager, project sponsor,

selected team members, selected stake holders and anyone with responsibility for Project

Quality Management activities (PMBOK, 2013, pg. 241).

Project Contact Directory

Name Role Email
Krystal Casey Project Sponsor kcasey9@umuc.edu
Mamma Mia Project Customer mia@mammasbakery.com

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Plan Template Reference (ITP-Master Document, 2018)

mailto:kcasey9@umuc.edu

mailto:mia@mammasbakery.com

Nina Amuah Configuration Manager amuahnina@gmail.com
Roy Morgan Editor royamorganiiii@gmail.com

Allison Simpson Research Manager anpesn269@comcast.net
Colin Spaur Facilitator c.spaur@live.com

Wilford Tejada Documentation Manager wilfordtj@gmail.com
Frezer Tesfay Deputy Team Leader iamfrezer@gmail.com

Changes in Project Documentation from Original

The changes from the original document include

– Updated Work Breakdown Structure with duration, dependencies, resources, and cost

estimates.
– Risk Register with potential risks, likelihood, severity, mitigation strategies, contingency

plan, and recommendation for implementation.
–

Appendices

Appendix A: Approval Sign Off Form

The signatures below indicate that the undersigned have reviewed the Mamma’s Bakery

IT System Project Plan and have formally voiced any applicable concerns to the PM. This

concurs that the Project Plan accurately represents the expectations and conditions that are

required for this project. They are committed to providing the required resources and are

unaware of undocumented conditions that prevent the success of this project (Department of

Veterans Affairs, n.d).

REVIEW DATE: _______________

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Plan Template Reference (ITP-Master Document, 2018)

mailto:iamfrezer@gmail.com

mailto:wilfordtj@gmail.com

mailto:c.spaur@live.com

mailto:anpesn269@comcast.net

mailto:royamorganiiii@gmail.com

mailto:amuahnina@gmail.com

Signature: _________________________________________ Date: ___________________

Print Name: ________________________________________

Title/Role: _________________________________________

Signature: _________________________________________ Date: ___________________
Print Name: ________________________________________
Title/Role: _________________________________________
Signature: _________________________________________ Date: ___________________
Print Name: ________________________________________
Title/Role: _________________________________________
Signature: _________________________________________ Date: ___________________
Print Name: ________________________________________
Title/Role: _________________________________________

Appendix B: Document

References

Project WBS –

Part 1

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Plan Template Reference (ITP-Master Document, 2018)

Part 2:

Risk Register –

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Plan Template Reference (ITP-Master Document, 2018)

IFSM 438 LUCKY 7s
ITP – 5 Risk Register.xlsx

IFSM 438 Lucky 7s
ITP – 4 MAMA MIA BAKERY WBS with Resources and Costs (4).mpp

Lucky7s_ITP-1-Proje
ct Charter_v1.10 (1)

Resource Sheet

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Plan Template Reference (ITP-Master Document, 2018)

References

Baker, E. (2010). Project management tools and techniques that work! A baker’s dozen. Paper

presented at PMI® Global Congress 2010—North America, Washington, DC. Newtown Square,

PA: Project Management Institute.

Department of Veterans Affair. (n.d). Project Management Plan. Retrieved from

https:// www,va,gov/PROPATH/artifact_library/project_management_plan_template x

Duncan, W. R. (1993). The process of project management. Project Management Journal, 24(3),

5–10.

FFIEC. (2018). GUIDANCE ON ELECTRONIC FINANCIAL SERVICES AND CONSUMER

COMPLIANCE. Retrieved from https://www.ffiec.gov

Harin, E. (2016). Managing Changes on a Project While Keeping it Moving Forward: The

Balance. Retrieved from https://www.thebalance.come/managing-changes-on-projects-4041353

Lechler, T. & Gao, T. (2012). Explaining project success with client expectation alignment: an

empirical study. Paper presented at PMI® Research and Education Conference, Limerick,

Munster, Ireland. Newtown Square, PA: Project Management Institute.

Project Management. (2018). An Example of a Project Charter. Retrieved from https://project-

management.com

A Guide to the Project Management Body of Knowledge (5th ed. Section 6). Newtown
Square, PA: Project Management Institute

Boyer, S. (2018). 8 Top Project Management Methods, Approaches, Techniques. Retrieved from
https://www.nutcache.com/blog/8-top-project-management-approaches-methods-techniques/

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Plan Template Reference (ITP-Master Document, 2018)

file:///var/filecabinet/temp/converter_assets/8e/82/https:%2F%2Fwww,va,gov%2FPROPATH%2Fartifact_library%2Fproject_management_plan_template x

https://www.nutcache.com/blog/8-top-project-management-approaches-methods-techniques/

The Best Project Management Website For Software Reviews & Training Resources

https://www.thebalance.come/managing-changes-on-projects-4041353

https://www.ffiec.gov/

ProjectManagement Plan (Team project)

Project Management Plan Fall 2021 Page 1 of 5

Overview

Now that planning activities are done, it is time to prepare the Project Management Plan. Think of it as
the project blueprint, the guiding document for executing and closing the project. Some projects are
small enough not to require a documented project plan, but Mamma wants one for this project. When
the plan is finished, it will be summarized in a separate Project Proposal for Mamma Mia’s approval.

There are two parts to this assignment.

Part 1 – Project Management Plan in Microsoft Word

Start with the Project Charter as a required input for this assignment. Review the Charter’s contents,
and identify adjustments needed as a result of the planning activities. Then use the new information
where needed in the Project Management Plan.

Project Management Plan

Executive Summary

Begin the document with an Executive Summary, which contains:

• Problem statement, or need for the project.

• Project objectives and how they align with the business strategy.

• Project Management Plan summary.

• Technical solution (a high-level description of the IT system, which might include a graphic).

This is a Summary, so it should be a paragraph or two, not to exceed one page.

Primary Stakeholder(s)

List the individual(s) who will use the final product, influence decisions about the project, and (most
importantly) pay for the project.

Scope Statement

The updated scope statement should align with the Executive Summary, and clearly describe what the
outcome of the project will be. Identify what is in scope and what is out of scope.

Requirements

This should list the stated expectations from Mamma Mia.

Project Constraints and Assumptions

Constraints are any events or circumstances that may restrict or limit a project (and the team’s options).

Assumptions are the driving force that determines project success and they are typically outside the
total control of the project team.

Work Breakdown Structure

Do not include the entire schedule. A list of the major deliverables, including planned finish dates, will
suffice.

Resource Costs

At a high level, show the breakdown of costs for work and material resources. Keep this brief and show
the total cost for the project.

Project Management Plan (Team project)

Project Management Plan Fall 2021 Page 2 of 5

Project Team

Identify team roles and responsibilities on the project (you can use actual names based on who is in your
group).

List of Equipment and Materials

Format this as a table with these columns:

• Task Name

• Material(s)

• Quantity

• Cost

• Date required

This data will come from the final version of the Project Plan in Microsoft Project. Do not include data on
work resources.

Risk Statement

Copy and paste information for the high-priority risks only (Name, Description, Response Strategy,
Response Plan). There is no need to include the Risk Matrix.

Communication Plan

Lay out the methods of gathering and communicating project progress to the sponsor. This should align
with what shows in the schedule, in terms of frequency and type(s) of communication.

Change Control Plan

This will describe how changes will be approved by the primary stakeholder, Mamma Mia, so it should
be a simple process, perhaps to include:

• Description of Change Request

• Impact of not making the change.

• Effects of the change on schedule, budget, and quality

• Approval

Definition of Project Complete

This is a high-level statement of the criteria that define when the project has been completed, or the
completed deliverables that evidence a completed project.

Signatures

This includes signature blocks of the parties (customer team, project team) that are agreeing to the
charter.

Formatting Your Assignment

Consider your audience – you are writing in the role of a project manager and your audience is Mamma
Mia. Do not discuss Mamma’s Bakery as if the reader has no knowledge of the organization. Do not use
the term “case study” – this is terminology used in a classroom and would not be in a business report.
Use third person consistently throughout the report. In third person, the writer avoids the pronouns I,
us, you, your, we, my, and ours. The third person is used to make the writing more objective by taking

Project Management Plan (Team project)

Project Management Plan Fall 2021 Page 3 of 5

the individual, the “self,” out of the writing. This method is very helpful for effective business writing, a
form in which facts, not opinion, drive the tone of the text. Writing in the third person allows the writer
to come across as unbiased and thus more informed.

• Create an APA format title page that includes: The title of report (Project Management Plan),
Team name, Course and Section number and date (use assignment due date); do not include
graphics or themes.

• No running header required for this document.

• The body of the paper should be double spaced (or 1.5″), not to exceed 7 pages.

• Use 1″ margins on all sides.

• Font should be 11-point Calibri, 11-point Arial, 10-point Lucida Sans Unicode, 12-point Times
New Roman, 11-point Georgia, or 10-point Computer Modern.

• Font should remain consistent throughout the paper, i.e., not changing from one font to
another.

• Use at least one external reference and one from the course content (from the class reading
content, not the assignment instructions or case study itself) with APA formatted citation and
reference. For information on general APA format and specifics related to citing from the class
content, refer to Content → Course Resources → Writing Resources. Resources must not use
Wikipedia, general information sites, blogs, or discussion groups.

• The list of References must be its own page at the end of the document and it must be in APA
format, i.e., double spaced, .5″ hanging indent. No more than 10% of the paper may be in the
form of a direct citation from an external source. All in-text citations must appear in the
References list and all entries in the References list must be used as in-text citations.

• Run Microsoft Word’s grammar/spell checker; there should be no errors in grammar, verb
tenses, pronouns, spelling, punctuation, first person usage, or contractions.

• If headings are used, do not leave blank lines after the previous section.

• Submit your paper as a Word document, or a document that can be read in Word.

Submit this assignment in the Team Assignments folder.

IMPORTANT: The submission file should be named as “Group” “Team Name” “Deliverable for”
“Assignment Name”, such as: Group A Projecteers Word Document for Project Management Plan x

Project Management Plan (Team project)

Project Management Plan Fall 2021 Page 4 of 5

Part 2 – Project Presentation in Microsoft PowerPoint

This will be a Microsoft PowerPoint presentation (no more than 10 slides) that provides a high-level
summary of your project proposal for the major stakeholder(s). The slides should be prepared and
formatted as though they will be presented face-to-face in a Conference room with a projector.

• The presentation should open with a discussion of scope, cost, and schedule.

• This presentation will be a decision presentation, not merely an information presentation.

• The final slide should ask the sponsor for approval to proceed with the project.

• Length should be appropriate to purpose and audience (approx. 8-10 slides).

• The slides should not be too full of text or bullets, and should use large enough text for
readability

• Please do not use timed automatic slide transitions for this presentation.

• You may organize and format your presentation in any way that seems most effective and
appropriate to the purpose.

• Graphics may be used but should be meaningful, useful, and not distracting or gratuitous.

• Each slide should have speaker notes for what the presenter has to say.

The presentation should include enough detail to allow the stakeholder(s) to make a go/no-go decision
on whether the proposal is acceptable to begin project execution. Make sure that all your documents
are consistent and do not contradict each other. For instance, the schedule and costs as presented in
the Microsoft PowerPoint presentation, the Microsoft Project schedule, and the Project Management
Plan should all agree.

Submit this assignment in your Team Assignments folder.

IMPORTANT: The submission file should be named as “Group” “Team Name” “Deliverable for”
“Assignment Name”, such as: Group A Projecteers Presentation for Project Management Plan x

Project Management Plan (Team project)

Project Management Plan Fall 2021 Page 5 of 5

Grading Rubric

Criteria
90-100%

Far

Above Standards

80-89%

Above Standards

70-79%

Meets Standards

60-69%

Below Standards

< 60%

Well Below Standards

Criterion
Score

Project Management Plan

The project blueprint, known as
the guiding document for
executing and closing the project.

27-30 Points

Contains all 14 of the
specified Project
Management Plan elements,
clearly laying out how the
project will be managed.

24-26 Points

Contains 12-13 of the
specified Project
Management Plan elements,
giving an idea of the size and
cost of the project.

21-23 Points

Contains 9-11 of the
specified Project
Management Plan elements,
giving some idea of the
magnitude of the project.

18-20 Points

Contains 6-8 of the specified
Project Management Plan
elements, talks at a high
level about the project.

0-17 Points

Most of the specified Project
Management Plan elements
are missing, or do not follow
the assignment guidelines.

Project Presentation

Provides a high-level summary of
your project proposal for the
major stakeholder(s).

27-30 Points

Contains 10 slides and
includes 8 specified
elements, accurately
summarizes the Project
Management Plan, and is
consistent with all
documents.

24-26 Points

Contains 8-9 slides, includes
7 specified elements, mostly
gives an accurate summary
of the Project Management
Plan, is mostly consistent
with all documents.

21-23 Points

Contains 6-7 slides, includes
6 specified elements,
somewhat accurately
summarizes the Project
Management Plan, is
somewhat consistent with
all documents.

18-20 Points

Contains 4-5 slides, includes
5 specified elements, loosely
summarizes the Project
Management Plan, is not
very consistent with all
documents.

0-17 Points

Contains fewer than 4 slides,
includes fewer than 5
specified elements,
inaccurately summarizes the
Project Management Plan, is
not consistent with all
documents.

Research

Use at least one external
reference and one from the
course content (from the class
reading content, not the
assignment instructions or case
study itself) with APA formatted
citation (in-text).

18-20 Points

Required references are
incorporated, used
effectively, and cited using
APA style. References used
are relevant and timely and
contribute strongly to the
analysis.

16-17 Points

Required references are
relevant, and somewhat
support the analysis.
References are appropriately
incorporated and cited using
APA style.

14-15 Points

Only one reference is used
and properly incorporated,
and/or reference(s) lack
correct APA style.

12-13 Points

A reference may be used, but
is not properly incorporated
or used, and/or is not
effective or appropriate,
and/or does not follow APA
style for references and
citations.

0-11 Points

No course content or
external research
incorporated, or reference
listed is not cited within the
text.

Format

Uses format provided. Includes
Title Page and References Page.

18-20 Points

Well organized and easy to
read. Very few or no errors in
sentence structure,
grammar, and spelling.
Double-spaced, written in
third person, and presented
in a professional format.

16-17 Points

Effective organization. May
have a few errors in
sentence structure,
grammar, and spelling.
Double-spaced, written in
third person, and presented
in a professional format.

14-15 Points

Some organization. May
have some errors in
sentence structure,
grammar, and spelling.
Double spaced, and written
in third person.

12-13 Points

Not well organized, and/or
contains several errors in
grammar and/or spelling,
and/or is not double-spaced
and written in third person.

0-11 Points

Extremely poorly written, has
many errors in grammar
and/or spelling, or does not
convey the information
required.

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