Activity Template - Project Charter

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Project Plant Pals

Operations & Training Plan


February 15th

Document Status: Draft | In Review | Approved

Executive Summary:

Our plan is to build an Operations and Training plan for the new service

Project Goal

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


● Create sustainable fulfillment and delivery practices for the service’s day-to-day
operations, train 90% of employees before the official service launch to deliver
95% products within time and also supporting the larger project goal of a 5%
revenue increase for Office Green.

Deliverables

1. Create a plant delivery and logistics plan to make the fulfillment process as
efficient as possible
2. Set up order processing and supply chain management software to make
revenue streams more efficient.
3. Develop and launch an employee training program. Create a communications
plan, prepare training lessons, and schedule and conduct training sessions.

Business Case / Background


Why are we doing this?
● To mitigate potential revenue losses due to late shipments and cancellations by
ensuring an efficient, high quality customer experience.
● Helps ensure success for a launch of this size.
● Supports the larger project goal of a 5% revenue increase.

Benefits, Costs, and Budget

Benefits:
● Support new service leading to 5% revenue increase, reduce late shipments
and related costs, increase customer satisfaction
● Additional benefits (optional):

Costs:
● Price of software, installation fees, time spent on hiring and training
● Additional cost areas (optional):

Budget needed:
● $75,000

Scope and Exclusion

In-Scope:
● Customer service standards, delivery processes, training protocols
● Other in-scope items (optional):

Out-of-Scope:
● Product development, vendor contracts
● Other out-of-scope items (optional):

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. Deliver 95% of orders on time within one month of launch.
2. All orders should be packaged and ready for shipment within two business
days of being placed.
3. Train 90% of employees before the official service launch to deliver

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