Project Charter - Weddle

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Running Head: Career Development Plan PROJECT CHARTER CAREER DEVELOPMENT PLAN JOANNE WEDDLE 600 5 TH STREET DRIVE HOYT, KS, 66440 JOANNE WEDDLE 24 OCTOBER 2013 OML 497 Special Project

Transcript of Project Charter - Weddle

Page 1: Project Charter - Weddle

Running Head: Career Development Plan

PROJECT CHARTERCAREER DEVELOPMENT PLAN

JOANNE WEDDLE

600 5TH STREET DRIVE

HOYT, KS, 66440

JOANNE WEDDLE

24 OCTOBER 2013OML 497 Special Project

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TABLE OF CONTENTS

OML 497 Special Project................................................................................................................1

EXECUTIVE SUMMARY.....................................................................................................................2

PROJECT PURPOSE/JUSTIFICATION...................................................................................................2

Business Need/Case....................................................................................................................................................2

Business Objectives....................................................................................................................................................3

PROJECT DESCRIPTION.....................................................................................................................4

Project Objectives and Success Criteria.....................................................................................................................4

Requirements..............................................................................................................................................................6

Constraints..................................................................................................................................................................9

Assumptions................................................................................................................................................................9

Preliminary Scope Statement......................................................................................................................................9

RISKS..............................................................................................................................................10

PROJECT DELIVERABLES................................................................................................................10

SUMMARY MILESTONE SCHEDULE................................................................................................12

SUMMARY BUDGET........................................................................................................................13

CHANGE MANAGEMENT AND COMMUNICATIONS STRATEGY........................................................13

PROJECT APPROVAL REQUIREMENTS.............................................................................................14

APPENDICES...................................................................................................................................15

Bibliography..................................................................................................................................16

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EXECUTIVE SUMMARY

This project is designed to narrow the field of choices for a highly qualified test subject in

need of a job. The management dilemma is to assist our highly qualified subject find a career

path that best suits her personality, meets her unique needs and allows a high level of job

satisfaction. Although the subject could apply for any job, the subject would not be happy in a

position that does not fully challenge her or utilize her highly developed skills to the fullest

extent. The subject has several career paths she can follow, each with different requirements and

certifications needed. The goal of this project is to identify the career path that is going to

provide the greatest satisfaction while factoring in personality, prior experience, cost

effectiveness, and overall profitability while maximizing peak performance and earnings

potential.

PROJECT PURPOSE/JUSTIFICATION

Business Need/Case

The test subject has highly marketable skills coupled with 27 years of experience and the

positive attitude and personality that businesses find highly desirable. This combination

provides business with the need to maintain a competitive edge in today’s market.

Further refining the test subject experience and defining recommended careers based upon the

INTJ personality, allows the subject to address any training or certification gaps prior to hiring.

This should ensure mutual compatibility for both test subject and employer at a cost savings to

both the business and test subject.

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Test subject focuses on the right education and certification making the most effective use of

resources to include time and money that are available to subject. The business in return gets a

highly qualified candidate fully trained employee with the appropriate requirements at no

additional cost. The right person with the right qualifications fills the right job at no additional

cost to the business in what should be a long term investment thus reducing the turnover rate and

cost.

Business Objectives

Although this project was not initially designed to meet a specific organization’s need or

objectives, it does meet the objective every business has to reduce the operational cost of

recruiting, hiring, training, and retaining the right individual with the right skill set and

qualifications from the start. This project should effectively reduce the operational cost by

strategically developing a high quality individual with highly marketable skills suitable to both

the test subject’s needs and employer’s needs. This project ultimately provides a well-qualified

employee to an employer with the ability to give an organization the competitive edge while

reducing training time, as well as, the cost of recruiting and retaining. This project also provides

a baseline upon which to further develop an employee’s professional skills while factoring in

organization needs and career progression within the organization’s structure and could be used

to facilitate strategic planning initiatives. Though not the initial goal, the researcher has

discovered this project has significant potential for commercial investment. Upon completion of

the initial project the investor will explore future commercial applications options.

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PROJECT DESCRIPTION

Considerable thought has been given to the subject’s personal and professional needs in the

development of this project. Personality, current qualifications, past experience, educational

background, capability, aptitude and potential earnings has been carefully considered in the

development of this project. As detailed in the sections below, project objectives/success

criteria, requirements, constraints, and assumptions are defined in detail.

Project Objectives and Success Criteria

The overall objective is to define and refine a career development plan suitable to the

subject’s personality, experiences, aptitude and capability in the most efficient cost effective

manner while achieving maximum peak performance and earning potential, thus providing the

right person with the right qualification that gives a business the competitive edge.

1. Test subject’s personality defines the subject’s natural talents and potential compatible career

options as a baseline to start our project. The test subject completed the Myers Briggs Test

and was identified as an Introversion Intuition Feeling Judging (INFJ) personality with a

92% accuracy. It is important to note that the subject measured 56% Introversion, 47%

Intuition, 6% Feeling, and 31% judging. Although the subject generally operates within the

6% Feeling category, the subject has at times demonstrated traits also in the Thinking side of

the spectrum. This may be due to learned adaptations as a result of prior training and

experience working in the United States Air Force / Kansas Air National Guard. Testing was

completed on 20 August 2013.

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2. Pairing skill sets identified by the subject’s personality to the current skill sets held by the

subject establishes the standard of measurement to compare to potential career skill sets.

Researcher used the typical skill sets of an INFJ personality, as well, skill sets from the

recommended careers and personal skill sets developed by the test subject through prior work

experience to generate the Master Skill Set for the basis of the study. For this study a total of

37 unique skill sets were identified, 13 of which were identified as Myers Brigg Test specific

for the INFJ personality. The remaining 24 skill sets came from the recommended career

identified as typical INFJ careers. Training and Development career field was also included

as this is a career field previously held successfully by the test subject. This portion of the

project was completed by 22 August 2013.

3. Comparing the standard to the potential careers compatible with the personality assessment

establishes a baseline for measurement thus allows the study to refine the field of choices

down to the top three recommendations for further exploration and evaluation. The study

actually yielded 4 potential career options as a result of a tie between options 3 or 4.

1 = Training and Development Manager

2 = Strategic Planning;

3 and 4 = General Manager and Operations Manager.

4. Once the test subject’s top 3 careers have been identified, gaps in training, qualifications, and

other requirements can be identified and assessed and costs to eliminate gaps can be

addressed. This part of the study is started and data collection is currently in work.

Certification for all seven careers where identified and data obtained from research is

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provided in the appendix. Almost all the careers require at least a Bachelor’s Degree.

Certification is often based upon testing and years of experience.

5. Once cost of training, qualification or other requirements are completed, the study can

compare the cost to potential earnings as part of a cost benefit analysis. This allows the study

to eliminate career options that might not be cost effective or unrealistic to the subject. The

cost of training and preparation has been included in the appendix.

6. Once study identifies the most cost effective options, study can develop a plan to address

additional funding requirements and sources necessary to complete any remaining

requirements. A cost comparison has not been completed yet but is in the works.

7. Successful completion of the project ends when the Customized Career Development Plan,

meeting the needs of the test subject is developed and provided to subject. Although the cost

analysis is not complete a basic individual development plan was developed for the subject as

part of a leadership applications class completed by the subject in September 2013. It is

attached in the appendix.

Requirements

The requirements for the successful development of a final career development plan

include the following.

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1. It is very important to manage time wisely by adhering to the established schedule and

minimizing factors that might interfere with completion. Test subject has a number of

commitments that could interfere with project completion if not factored into the

schedule of completion.

2. Test subject resigned her current employment due to health issues and ongoing

harassment and retaliation related to sick leave and Family Medical Leave Act (FMLA)

issues with Human Resource Director. Subject has been under tremendous stress for an

extended period and would like to complete a number of personal projects and address

mental and physical health issues while preparing for future employment elsewhere. This

allows subject to start new career with better frame of mind and is able to devote her

attention to her employer after a down period to rejuvenate, re-motivate and re-energize.

3. Subject provided the following availability and requirements for consideration during the

project that affects scheduling and time constraints

Reconnect with family by attending family reunion and taking a vacation in

Florida 08/30/2013 thru 09/07/2013

Veteran’s Administration (VA) appointments

Equal Opportunity Council (EOC) Complaint against former employer for FMLA

violation and retaliation.

Cub Scout Pack Meeting obligations to stepson.

Settle deceased ex-husband’s personal affairs.

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Enrollment in 5 week accelerated online college course and study time required to

complete projects

Prior course make up to completed missing projects to allow graduation

Home improvement projects to complete prior to winter. I.e. finish installation of

stone façade, patio block installation, hot tub deck surround, patio installation,

pool maintenance.

Daily horse training and care to provide recreational outlet required for mental

health

Sunday worship services and daily bible study to remain grounded and

encouraged

Daily fitness training required to improve health.

4. The subject and researcher’s availability of funds are limited. All completed research

will conform to the cost limitations and resources listed below.

Internet availability to complete school projects & research for this project was

budgeted at $30 a month and was pre-paid for the duration of student college

enrollment. Total cost for this project is $60.

Cost of research development is based upon the subject’s former salary of $16.35

per hour at approximately 10 hours per week for 5 weeks. Total Cost for this

project = 5 weeks x 10 hours x $16.35 = $817.50.

Cost of MBT assessment = $9.00

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Total Estimated Costs for entire project completion = $60.00 + $817.50 + $9.00 =

$886.50. Actual cost should not exceed $69.00 due to waiver of the $817.50

research fee as part of final research graduation project.

Constraints

As discussed in the requirements section a number of restrictions on both time and budget

have been address by both the subject and the researcher.

Assumptions

Based upon the subjects past history and success in college and the long-standing success

record and employment history to the subjects military unit at local, state, and national level, the

study can assume the subject has the dedication, work ethic, aptitude and ability to fill any career

option recommended.

Preliminary Scope Statement

The project is simply to narrow down the field of choices for the test subject using business

research methods to identify the top 3 choices before making the final selection on a career path.

The project ends when subject has decided on a projected career path based upon the research

provided.

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RISKS

The risks of this project to the test subject is minimal, however, failure of the test subject to

apply the information obtained from the study in the subject’s employment search could result in

the following consequences.

1. Poor job fit for personality could increase anxiety and frustration of both the subject and

employers and result in a higher turnover rate for the employer and subsequent cost

increase for both the employee and employer.

2. Failure of test subject to apply the information obtained could result in prolonged

unemployment and significant personal financial loss.

3. Lastly, failure to follow a structured career development plan could result in unnecessary

training cost and wasted time to achieve the overall goal of satisfying employment in a

timely manner.

PROJECT DELIVERABLES

1. Myers Briggs Testing (MBT) Assessment completed to confirm INTJ personality traits

and identify potential careers options for further research.

2. Identify career skill sets required of each recommended career.

a. MBT Personality Skill Set

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b. MBT Career Skill Set

c. Subject’s Resume Skill Set

3. Define & explore the training and certification requirements of the top three positions

include any additional requirements, i.e. age, physical, mental, clearances, background

checks etc. Due 9/10/2013

4. Identify cost of obtaining training, certification, or any other additional requirements.

Due 9/15/2013

5. Identify projected salary requirements. Due 9/20/2013

6. Conduct cost benefit analysis. Due 9/25.2013

7. Identify possible sources of funding to support cost of additional requirements, training,

and certification. Due 9/30/2013

8. Complete “Career Development Plan” and Final Project Report 10/5/2013

9. Complete final presentation. 10/15/2013

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SUMMARY MILESTONE SCHEDULE

Develop Career Development Plan: Joanne Weddle

Project Milestone Target Date

(mm/dd/yyyy)

Actual Date

(mm/dd/yyyy)

1. Complete MBT Personality Test 08/26/2013 8/26/2013

2. Identify Skill Sets – MBT Personality, MBT Careers,

Resume Skill Sets

08/26/2013 8/26/2013

3. Define & Explore Top 3 Matching

Requirements

09/10/2013 09/15/2013

4. Identify Cost of Training, Certification, additional

requirements

09/15/2013 10/20/2013

5. Identify potential Salary 09/20/2013 10/20/2013

6. Conduct Cost Benefit Analysis 09/25/2013 10/25/2013

7. Identify Funding Sources 09/30/2013 10/25/2013

8. Complete Final Report & Recommendations 10/05/2013 10/27/2013

9. Complete Final Presentation 10/10/2013 10/31/2013

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SUMMARY BUDGET

The following table contains a summary budget based on the planned cost components and

estimated costs required for successful completion of the project.

Summary Budget – List component project costs

Project Component Estimated

Component

Cost

Actual

Component Cost

1. Internet access to complete research $60.00 $90.00

2. Cost of research and development – Personnel

$16.43 X 49.75 = $817.50 Estimated

$16.43 X 57.75 hours = $900 Actual

$817.50 $900.00

3. Cost of MBT Assessment $9.00 $9.00

Total $886.50 $999.00

CHANGE MANAGEMENT AND COMMUNICATIONS STRATEGY

As the need for changes are identified, researcher will coordinate all changes with both

the test subject and instructor. This is a collaborative project and input from both the test subject

and the instructor is highly encourages. The final decision for changes rests with the instructor.

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PROJECT APPROVAL REQUIREMENTS

Project Approval Requirements

1st Endorsement Test Subject

Request is _____ approved or _____ disapproved

Comments:

Organization Approval Signature Title Date

2nd Endorsement Friends University Instructor, Ronald Harvey Jr.

Request is _____ approved or _____ disapproved

Comments:

Instructor Approval Signature Title Date

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APPENDICES

1. Complete MBT Assessment Report

2. Resume Master

3. Skill Set Comparison Worksheet

4. Top 3 Exploratory Summary

5. Gap Analysis & Potential Funding Sources

6. Certifications

7. Return on Investment (ROI) Analysis

8. Stakeholder Analysis

9. Individual Development Plan

10. Final Presentation

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Bibliography

Association of Strategic Planning. (2013, 10 20). Retrieved from Association of Strategic Planning: http://www.strategyplus.org/

Dudley, L. (2013, 10 20). Evaluating Training and Results (ROI of Training). Retrieved from Management Help: http://managementhelp.org/training/systematic/ROI-evaluating-training.htm

Free Job Descriptions. (2013, 10 20). Retrieved from Strategy Manager: http://free-job-descriptions.com/strategy-manager-job-descripti/4552638276

General & Operations Manager. (2013, 10 20). Retrieved from Career Guide: http://jobs.virginia.gov/careerguides/GeneralOperationManager.htm

International Association of Six Sigma Community. (2013, 10 20). Retrieved from International Association of Six Sigma Community: http://www.iassc.org/

Job Description - General and Operations Manager. (2013, 10 20). Retrieved from Pay Scale: http://www.payscale.com/Job_Description/General_and_Operations_Managers

Job Description. (2013, 10 20). Retrieved from Pay Scale: http://www.payscale.com/Job_Description/General_and_Operations_Managers

Lim, W. (2013, 10 07). Review 5 Levels of Leadership. Retrieved from Young Upstarts The Voice of a New Generation: http://www.youngupstarts.com/2013/10/07/review-the-5-levels-of-leadership/

Richard Branton and Kelli Wynn. (2013, 10 20). Project Promotion: Creating and Communicating Your Project Vision. Retrieved from Advanced Strategy Inc.: http://www.advstr.com/web/resources/downloads/Project_Promotion_Creating_and_Communicating_Your_Project_Vision.pdf

Salary Calculator. (2013, 10 20). Retrieved from Indeed.Com: www.indeed.com

Salary Calculator. (2013, 10 20). Retrieved from Career Builder: http://salary.careerbuilder.com/training-&-development-manager/

Training and development officer/manager. (2013, 10 20). Retrieved from Grad Ireland: http://gradireland.com/careers-advice/job-descriptions/training-and-development-officermanager

Training Development Manager. (2013, 10 20). Retrieved from Bureau of Labor Statistics: Occupational Handbook: http://www.bls.gov/ooh/management/training-and-development-managers.htm

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