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Activity Template Project Charter

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The key takeaways are to create an operations and training plan for a new plant care service called Plant Pals to improve customer satisfaction and retention by ensuring efficient and timely deliveries.

The goal of the project is to create a delivery and logistics plan and implement a supply chain management software that guarantees 95% of delivery orders are completed on time within one month of launch.

The deliverables of the project are to set up order processing and supply chain management software to ship merchandise within two business days, train 90% of employees before official service launch, and increase client retention by improving excellent service standards.

Project Plant Pals

Operations & Training Plan


February 15th

Document Status: Draft | In Review | Approved

Executive Summary:

Our main goal o to create and implement an operations and Training plan for the new service
Plant Pals project by mitigating potential revenue losses due to late shipments and
cancellations by ensuring an efficient, high-quality customer experience

Project Goal

SMART: Specific, Measurable, Attainable, Relevant, and Time-bound


● Create a delivery and logistics plan and implement a supply chain management
software that guarantee 95% delivery orders on time within one month of
launch.

Deliverables

1. Setting up order processing and supply chain management software for


shipment merchandise within two business days.
2. Training 90% of employees before the official service launch.
3. Increasing client retention by improving excellent service standards.
Business Case / Background

Why are we doing this?


● Plan pals is a top requested service from our customers, so increasing client
satisfaction by improving deliverables time and quality will improve customer
retention.

Benefits, Costs, and Budget

Benefits:
● Support new service leading to 5% revenue increase, reduce late shipments
and related costs, and increase customer satisfaction.
● Maintain excellent service standards by developing and launching an employee
training program.

Costs:
● Price of software, installation fees, time spent on hiring and training
● Purchasing delivery trucks, hiring drivers, calculating delivery fees, and
determining delivery routes and schedules.

Budget needed:
● $75,000

Scope and Exclusion

In-Scope:
● Customer service standards, delivery processes, training protocols

Out-of-Scope:
● Product development, vendor contracts

Project Team

Project Sponsor: Director of Operations

Project Lead: Project Manager (You!)

Project Team: Fulfillment Director, Quality Assurance Tester, Inventory Manager,


Financial Analyst, Human Resources Specialist, Training Manager

Additional Stakeholders: VP of Customer Success, Account Manager, Receptionist,


Sales Director, Sales Team, Marketing Director, Investors

Measuring Success

What is acceptable:
1. Delivering 95% of orders on time within one month of launch.
2. Training 90% of employees before the official service launch.

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