IPP.docx

Learn. Live. Be Integrated Project Plan (IPP)
By
Group 1
Manideep Koritala, Yash Arora, Susan Bucknor, Nishant Dave,
Pratyay Manan Godiawala, Aditya Kulkarni
PJM 6910
Northeastern University
Submitted to Prof. Rhea Kolanko
Table of Contents

1. BUSINESS REQUIREMENTS 1
1.1. EXECUTIVE SUMMARY 1
1.2. PRIORITIZED LIST OF REQUIREMENTS 2
2. SCOPE MANAGEMENT 34
2.1. SCOPE STATEMENT 3
2.1.1. PROJECT SCOPE 3
2.1.2. PROJECT MILESTONES 4
2.1.3. USER ACCEPTANCE CRITERIA 4
2.1.4. PROJECT BOUNDARIES OR EXCLUSIONS 5
2.1.5. PROJECT CONSTRAINTS 5
2.2. WBS 6
2.3. SCOPE BASELINE STATEMENT 8
3. SCHEDULE AND TIME MANAGEMENT 8
3.1. MILESTONE LIST 8
3.2. SUMMARY OF SCHEDULE 8
3.3. SCHEDULE BASELINE STATEMENT 8
4. COMMUNICATION PLAN 8
4.1. COMMUNICATION PLAN 8
4.2. COMMUNICATION MATRIX 8
5. COST AND BUDGET PLAN 8
5.1. PROJECT COST STATEMENT 8
5.2. COST BASELINE STATEMENT 8
5.3. CONTINGENCY RESERVE POLICY & REQUEST 8
6. RISK MANAGEMENT 8
6.1. RISK MANAGEMENT PLAN 8
6.2. RISK REGISTER 8
7. QUALITY MANAGEMENT 8
7.1. QUALITY MANAGEMENT PLAN 8
7.2. QUALITY METRICS 8
8. PROCUREMENT 8
8.1. PROCUREMENT PLAN 8
9. HUMAN RESOURCE (HR) MANAGEMENT PLAN 8
9.1. HR PLAN 8
9.2. RESPONSIBILITY AND ACCOUNTABILITY MATRIX (RAM) 8
10. INTEGRATED CHANGE CONTROL POLICY AND CHANGE CONTROL TEMPLATE 8
11. PROJECT CLOSURE PLAN 8
11.1. CLOSING PROCESS 9
11.2. LESSONS LEARNED 9
12. ETHICS POLICY STATEMENT 9
13. APPENDICES Error! Bookmark not defined.

1. Business Requirements
1.1. Executive summary
This project has been initiated to facilitate Learn. Live. Be in launching their newest female
leadership coaching program. This project plan outlines the go to market strategy for this program
but will also include external recommendations to facilitate client readiness to launch. This is an
iterative document that will evolve over the upcoming week with a final version released on March
31st. If implemented this project plan is initiated, it should prepare the client with tools and assets
for a launch implementation
1.2. Prioritized List of Requirements
I.D Summary Priority Description
1.
Develop business launch
strategy plan
High
Plan for bringing the new service
(Leadership coaching service) into the
market.
2. Create marketing artwork High
Freelance graphic designer to create
marketing materials
3. Develop cost plan Medium
Estimating cost to bring the service into
live.
4.
Develop sales model for the
program
Medium Overall approach to sell the service.
5.
Develop customer retention
plan
Low
Strategies to retain customers and build
long term relationships.
6. Create Marketing Artwork Low
Strategies to promote the service and
build brand image.
7. Customer retention plan Low
Determines strategies for customer
retention and to maintain long term
relationships.
8. Post Go-Live support plan High
Steps that should be taken after actually
implementing a change program
9.
Define program structure
elements
High
What all things should be included in
course syllabus, knowledge base,
training and need analysis etc.

10. Launch timeline High
Determines how the schedule will be
developed, monitored and controlled.
11.
Tools/Products need analysis
and selection
High
Determine tools required for the service
and integrate them into service.
2. Scope Management
2.1. Scope Statement - Learn Live Be as an organization plans to enter the business
market for professional training. The scope includes the launch timeline, budget for
launch, procurement and resource planning to facilitate launch.
2.2. Project Scope
Project Scope Includes:
The go to market strategy for the Learn. Live. Be coaching program.
Objective: To launch a female leadership skills training program in 2023, attracting
approximately 5 -7 clients within its first cohort.
Major Deliverables
1. Resource plan
2. Procurement plan
3. Launch schedule
4. Work breakdown structure
5. Project cost plan
6. Risk assessment and mitigation strategies
7. Change management plan
2.2.1. Project Milestones
Project milestones will identify significant events in the project lifecycle. Project milestones are
listed below:
● Program Structure completed

● Business launch strategy completed
● Proof Of Concept Go-Live
● Completion of Business Analysis
2.2.2. User acceptance criteria
The User acceptance criteria for this project includes:
● The market research completed by the vendor and shared with the client for implementation
● Marketing Strategy and assets completed by vendor and provided to client for
implementation
● Launch strategy completed and ready for implementation
● Program structure completed and customized for relevant cohorts
● Sales strategy identified and sales material shared with client for distribution
2.2.3. Project boundaries or exclusions
These elements will be provided by client or external vendors:
● Course content
● Course outline
● Marketing Content
● Advertising Material
● Sales Strategy
● Sales material
2.2.4. Project constraints
● Project execution team size - project will be constrained as this will be executed by a single
individual.
● Project has not been pilot tested - no previous indicators of success
● Primary target audience not clearly identified - target audience subject to change
● No defined budget
● Pandemic restrictions

2.2.5 Assumptions
Project scope is determined based on the following assumption;
● Audience segmentation is new leaders in the North Carolina Area from the Healthcare
industry.
● Program content and material is ready and only requires customization for various cohorts.
● Cross-functional cohort is desired.
● Trainer count for now is 1, but open to scaling in future.
● Maximum cohort size is 7 with the current internal coaching team.
● Financial investment ticket size feasibility would be done later.
2.3. WBS
Below is the work breakdown structure with the related dictionary for further details on the action
required. The work is broken down into two sourcing categories as follows:
● Internal: Live Learn Be
● Internal activities will be conducted by the client or internal stakeholders.
● External: Outsourcing
● The client will be required to engage the services of external vendors to complete
these activities. Work packages listed below are recommended deliverables,
however these may differ based on approved vendor strategies.

*Created with the consideration of current internal team size and required deliverables.

2.4. Scope Baseline Statement

The scope of this project includes only the strategies required for Learn.Live.Be to
launch as a business in the market.
3. Schedule and Time Management
Task Name Duration Start Finish
Learn Live Be: Go to Market 44 days Mon 4/4/22 Tue 5/3/22
Business Launch Strategy 10 days Mon 4/4/22 Fri 4/8/22
Phase-wise POC 10 days Mon 4/4/22 Fri 4/8/22
Create POC 5 days Mon 4/4/22 Wed 4/6/22
Develop Feedback Loops 3 days Wed 4/6/22 Thu 4/7/22
Go- live 2 days Fri 4/8/22 Fri 4/8/22
Market Research 11 days Mon 4/11/22 Mon 4/18/22
Product Fitment 11 days Mon 4/11/22 Mon 4/18/22
Conduct PESTLE Analysis 6 days Mon 4/11/22 Wed 4/13/22
Examine and audit the Results 2 days Thu 4/14/22 Thu 4/14/22
Finalize Business Analysis 3 days Fri 4/15/22 Mon 4/18/22
Audience Segmentation 10 days Mon 4/11/22 Fri 4/15/22
Conduct Competitive pricing analysis 5 days Mon 4/11/22 Wed 4/13/22

Finalize Business Analysis 3 days Wed 4/13/22 Thu 4/14/22
Examine and audit the Results 2 days Fri 4/15/22 Fri 4/15/22
PR & Marketing plan 44 days Mon 4/4/22 Tue 5/3/22
Brand Development 8 days Mon 4/18/22 Thu 4/21/22
Construct Trainer Profile 5 days Mon 4/18/22 Wed 4/20/22
Develop Elevator Pitch 3 days Wed 4/20/22 Thu 4/21/22
Developing Marketing Channels 44 days Mon 4/4/22 Tue 5/3/22
WOMM (Word of Mouth) 3 days Mon 4/4/22 Tue 4/5/22
Spread Awareness Across Professional
Network
3 days Mon 4/4/22 Tue 4/5/22
Spread Awareness Across Personal
Network
3 days Mon 4/4/22 Tue 4/5/22
Social Media Marketing 44 days Mon 4/4/22 Tue 5/3/22
Finalize Social Media Handles 2 days Mon 4/4/22 Mon 4/4/22
Create Publishable Repository 7 days Tue 4/5/22 Fri 4/8/22
Monitor the Campaign 24 days Mon 4/18/22 Tue 5/3/22
Sales Model 25 days Mon 4/4/22 Wed 4/20/22
Conduct SME Training Partnership 8 days Mon 4/4/22 Thu 4/7/22
Create Online POS 12 days Fri 4/8/22 Fri 4/15/22

Customer Retention Plan 5 days Mon 4/18/22 Wed 4/20/22
Create Discount Offering Plan 3 days Mon 4/18/22 Tue 4/19/22
Conduct Quarterly Performance Follow-
up
2 days Tue 4/19/22 Wed 4/20/22
Finance 13 days Wed 4/20/22 Thu 4/28/22
Budget P&L Analysis 13 days Wed 4/20/22 Thu 4/28/22
Create Business Taxation Computation 3 days Wed 4/20/22 Thu 4/21/22
Create Subscription Payment Plan 5 days Fri 4/22/22 Tue 4/26/22
Create Individual Course Billing Plan 5 days Tue 4/26/22 Thu 4/28/22
3.1. Milestone List
Proof Of Contact Go-Live 8th April 2022
Completion of Business Analysis 18th April 2022
Completion of Marketing Campaign 3rd May 2022

3.2. Summary of Schedule
3.3. Schedule Baseline Statement
The Project is estimated to complete in 44 days starting from 4th April 2022 and
ending around 5th May 2022.

4. Communication Plan
4.1. Communication Plan
The priority of this communication plan is to facilitate the communication of
specific and detailed guidelines/timelines between the project owner and freelancers or
contractors. The project owner will serve as the project manager and the final source and
approver of all communication and final deliverables. You will find below a
communication matrix highlighting key stakeholders, communication guidelines and
messaging.

4.2. Communication Matrix
STAKEH
OLDER
NAME |
TITLE
ROLE
MESSAGE MEDIUM
FREQUE
NCY
EXPECTATIONS
STRATE
GY
PRIMARY GOAL
PROJECT
CONTRIBU
TION
TBC Venue
Coordinator
Event venue
related
communication
Telephone
Emails
In person
meetings
Weekly
Monthly
To be informed in a
timely manner
regarding any tasks,
expectations or
changes.
Weekly
updates
Task
updates
Managing venue
related activities incl;
catering, audio &
visual.
Subject
Matter
expertise
Management
of venue
related tasks
Pilot
coaching
cohort
Program
students
Program
updates
Program
Schedule
Program
subscription
reminders
Email Weekly
Monthly
To be informed in a
timely manner of
program schedule,
event dates,
payment reminders
& training materials
Weekly
updates
Monthly
payment
reminders
Complete training
program
N/A
TBC Graphic
Designer
Assigned
project tasks
Email
Preferred
instant
messaging
As needed To be given creative
direction in a timely
manner as well as
feedback &
approvals
Communic
ation as
needed
Provide design
collateral incl; email
artwork, social media
graphic, presentation
slides and advertising
materials
Subject
matter expert,
production of
design
collateral
TBC Copywriter Assigned
project tasks
Email
Preferred
instant
messaging
As needed To be given creative
direction in a timely
manner as well as
feedback &
approvals
Communic
ation as
needed
Provide copy collateral
incl; email copy, social
media copy,
presentation slides
copy and advertising
copy
Subject
matter expert,
production of
design
collateral

5. Cost and Budget Plan
Based on the information shared by the client in the client meeting and the number of
stakeholders, we identified the total cost based on the task durations and the average cost incurred
to complete the task in the market. We set a contingency reserve as $590 to mitigate the risk. We
came up with a total cost of $6490 to build the entire go to market plan.
S.no Task Description Work
in hr
Cost
per hr
Cost in $
1 Copywriting Freelancer copywriter to be hired
by project owner to produce copy
for social media advertising and
email materials.
16 30 480
3 Profit & Loss
analysis
The client should conduct profit
and loss analysis to analyze
revenue, expenses and profit or
losses over a period of time to
identify overall profits and loss
from the product.
4 35 140
5 Subscription
model
planning
Project owners should build a
subscription model to set up a
payment portal to accept
subscription payments.
6 40 240
6 Graphic
Design
Freelancer can be hired by project
owner to produce artwork for social
media advertising and email
materials
4 35 140
7 Paid
advertising
Budget for paid advertising on
Linkedin
6 CPC 1800
8 Miscellaneous
expenses
Budget allocated for miscellaneous
office supplies and day -to-day
office management.
700

9 Venue* Budget allocated for booking a
venue to host monthly meetings
2400
10 Contingency
reserve
Contingency reserve is set at 10%
of the overall budget for this
project.
590
Total $6490
*Venue
A venue needs to be booked to accommodate the monthly group meetings. We are recommending
a small conference room be used to host these meetings. You can find here a variety of options for
selection based on convenience, we have budgeted approximately $200 USD per meeting.
5.1.1. Contingency Reserve Policy & Request
A contingency reserve is a collection of retained earnings placed aside to protect against potential
future losses. We are recommending a 10% contingency to facilitate any change in scope that
impacts budgets.

6. Risk Management
6.1. Risk Register
I.D Risk Description Likelihood
of
occurrence
Impact if
the risk
occurs
Severity Owner Mitigating Action
1. 1
.
1
Spike in Covid cases
could result in
lockdown which
could result in the
closure of venue
Medium High High Mary Relocate monthly meetings to
virtual space, we are
recommending that Zoom or
Google Meet be used.
2. 1
.
2
Withdrawal of
program participants
before the completion
of the program.
Low Medium Medium Mary Have a legal consultant prepare
a refund or withdrawal policy
that governs the program. Each
participant should be made to
sign

7. Quality Management
7.1. Quality Management Plan
The Quality Management Plan will help us ensure that both the outputs of the project and the
processes incorporated to deliver those outputs meet the required needs of the stakeholders.
Stakeholders will perform following roles to ensure the quality of the project is maintained.
Project Owner - Provide personalized leadership training for all participants of the cohort and
encourage them to provide feedback.
Venue coordinator - The Venue coordinator will ensure that the quality of tools such as
whiteboard, ceiling-mounted projector, large-format screen, flip charts and secure wifi access is
as per the standards defined by the Project Owner (project owner).
Graphic designer - The graphic designer will be in charge of ensuring the quality of presentation
slides, advertising materials and other deliverables required for the training.
Copywriter - The copywriter will work in conjunction with the graphic designer to maintain the
quality of all copy collateral required for the training.
Pilot Coaching cohort - Each member of the cohort must attend the sessions and provide timely
feedback on the training.
7.2. Quality Metrics
The quality of study material provided to the clients will be held to the following standards.
● The documents provided are edited for clarity.
● The documents provided are edited for clarity.
● The documents are spell checked and reviewed for punctuation and grammar.

● Contains instructional strategies that will facilitate real-world learning.
8. Procurement
The procurement process for the L2B project would involve below three main components
(Simon, 2022).
● People - Outsourced vendors such as Venue Coordinator, Graphic Designer, Copywriter
● Process - Vendor selection process
● Paperwork - Review and award the contract/ purchase order
In the procurement, leveraging L2B’s sponsor’s leveraging the personal and professional
network would be useful. Also considering the project nature, freelancers for various activities
would be very helpful. Thus, we have come up with the top recommended places to connect with
freelancers. These recommendations would minimize time and effort required to get quality
deliverables (Thomson, 2019). The suggestions are:
1. www.fiverr.com
2. www.toptal.com
3. www.upwork.com
4. www.designhill.com
8.1. Procurement Plan

We have devised a strategic 4 activity categories in the plan to encompass the procurement
journey for the L2B project. It covers the procurement and purchase engagements. The 4 activity
categories are:
1. Need Assessment - Identify what is required and review it
2. Vendor selection - Send Request for Quote (RFQs) and shortlist the vendor and review
the purchase orders
3. Financial - Issue the purchase order and make the payment for services
4. Delivery - get the deliverables from the vendor and review it.

9. Human Resource (HR) Management Plan
To clarify project roles and responsibilities and to identify the level of their involvement in the
project we developed a responsibility assignment matrix (also known as the RACI chart). The
RACI acronym stands for “Responsible, Accountable, Consulted, and Informed.”
● Responsible: person completing the task
● Accountable: coordinating the action, making decisions and delegating the task
● Consulted: An adviser to a task is a role that is "Consulted."
● Informed: An "Informed" position is kept informed about task fulfilment. This role is
charted to help highlight dependencies and ensure transparency of task progress.
(Montgomery & Kumar, 2021)
Task Project
Owner
Venue coordinator Graphic designer Copywriter
Defining problem
and solution
R/A
Defining objectives
and key results
R/A C
Profit and loss
analysis
R/A C
Creating value
matrix
R/A
Marketing strategy R/A C

Advertising
collateral
development
R/A R R
Set up advertising
campaigns
R/A
Building brand
awareness methods
R/A C
Building sales
strategies
R/A C
Customer retention
plan
R/A C
10. Integrated Change Control Policy and Change Control Template
According to this project's great significance and level of innovation, the organization assigned a
rigid integrated change control policy process and predefined form for the change request.
According to the organization's change control policy, the stakeholder who identified the need
for a specific change should complete the project management team's provided official change
request form. Mary will update the change request log when you submit it, and the project
management team will be notified about the mentioned change request. Mary should next
appropriately evaluate the submitted change request's importance and influence on all parts of
the project, such as scope, baseline, budget, and schedule, with the involvement of the required
project management team. The reported document would be distributed to the impacted or
interested stakeholders once a full report on the change's impact on the project was created. If the
requested modification has no substantial impact on the project baseline and the total budget
increase is less than $740, the interested key stakeholder has the power to accept the change, and

then Mary will update the changelog and project documents accordingly. Finally, if Mary
determines that the change request is not applicable and that no further evaluation is required, the
change request will be denied and the changelog will be updated.
11. Project Closure Plan
We recommend considering moving the project into a closure after 2 months from GTM launch.
In this period, L2B project would be continuously improving and continuously developing
according to the past workshops. Thus, at this moment, the project would transition to the closure
phase where the goal is to assimilate all learnings and celebrate the success of L2B.
11.1. Closing Process
We suggest a 3 step simple closing process considering the project scope. The steps are:
1. Gather & analyze feedback
2. Check and archive the documentation is in place for all workshops and GTM activities
done
3. Next steps
11.2. Lessons Learned
In a Go-To-Market project, knowing what went well and what didn't is the most crucial step.
Thus, processing the feedback received during the closing process is pivotal. After a holistic
assessment we suggest defining definite lessons learned which would foster and boost the next
phase of the L2B. Few key techniques to document lessons learned are:
1. Brainstorming
2. Mind-mapping
3. Assigning a metric/ score to lessons learned
12. Ethics Policy Statement

Project stakeholders/participants must conduct themselves with responsibility, respect, fairness
and honesty.
These terms have been defined below in accordance with the PMI Code of conduct in order to
maintain an ethical project:
Responsibility - take ownership for any decisions made by the project manager, whether this
leads to project failure or success.
Respect - show respect for ourselves and resources, including people, money or reputation.
Fairness - Act impartially and avoid prejudice, bias or favoritism.
Honesty - Remain consistently truthful in both communication and conduct.
Confidentiality
Confidential and sensitive information must be kept safely and in a secure manner. This applies
to any third parties that become involved in the project. No one without clear authority should be
given access to confidential client information.
13. References:
Montgomery, O. P., & Kumar, R. (2021, August 2). What Is a RACI Chart? Here’s Everything
You Need To Know. Top Business Software Resources for Buyers - 2022 | Software Advice.
https://www.softwareadvice.com/resources/what-is-a-raci-chart/
Simon, K. (2022, January 30). Procurement process | The 2021 guide to procurement
management. Kissflow. https://kissflow.com/procurement/procurement-process/
Thomson, R. (2019, April 22). Best sites to hire freelancers online – 2022. Chamber of
Commerce. https://www.chamberofcommerce.org/best-sites-to-hire-freelancers-online

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