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Provide a brief overview of what the project involves and why you have selected
this project.
A challenge that I faced was that I lost my business plan in the earthquakes and I
need to recreate the plan I wrote in the CSBM course. Another challenge os that I
don't currently have the capital to open the agency so I need to obtain funding
from a bank or other funder.
Explain how the project fits with the business development strategies and / or the
vision, mission and aspirations of the business identified in Assessment 1.
This project will allow me to open the agency and achieve the vision, mission and
goals I set in the analysis assessment.
Project 1 Goal
1
Write at least one goal for the project that clearly states what you aim to achieve
on completion of the project. This goal must follow the SMART criteria for goal
setting. That is, it needs to be specific, measurable, achievable, relevant to the
overall vision and mission of the business and must include a timeframe for
completion (which is within the time constraints of the programme). When you
complete the assessment for Module 2, you will track your performance against
this goal.
Outline what is involved in the project and how you are going to go about doing it
(this is the methodology). For example, we will initially need to have a meeting
with all owners and discuss how the project can be broken down into key
components and set tasks and time frames for completion. We need to discuss
what resources can be allocated to the project and discuss how it will fit in with
our regular business operations.
This project will include completing a business plan. I will need to spend time
researching funding agencies to see what is required to secure a loan. I will need
to make appointments with bank managers or brokers to apply for funding. If I am
not successful in securing funding, I need to do further research on the necessary
changes I need to obtain funding.
I don't anticipate that there are costs associated with this specific project, just own
time and energy.
What are the key components that make up the project? Identify at least three key
parts/components / or activities involved in the project. Also specify the scope, or
extent of the project – that is, clarify what is, and is not, part of the project. See
the example below to help understand what is required:.
2
Outline of Project Plan
Project Dates
▫ Proposed start and finish dates for the project. Make sure these are
within the time constraints of the programme.
Project Milestones
Semester A intake dates (these may be useful when setting your timeframes)
Week 1 =March 23th
Week 6=April 27th
Week 12=June 8th
Week 18=July 20th
Week 24=Aug 31
3
Review Dates
▫ Review dates. At least twice during your project you will need to review
progress against the milestones you set. Specify the dates at which you will
conduct these reviews.
▫ Identify the approximate dates (or simply even the weeks) during which you
anticipate you would like to meet with your kaitiaki to review progress and
receive support. These can be the same as your review dates.
Budget
Estimate the costs involved in completing this project and identify how any financial
requirements will be met. For example, if your project involves developing a new
product, how much do you think this is likely to cost and how will you fund it? Do
you already have money set aside to provide for this or do you expect your
cashflow from general sales will be able to cover it?
It is important that you make sure you have the financial resources available to
you as required to actually implement your project BEFORE you start working on
it. If you consider that financing the project is likely to be problematic, either
identify a different project or alter the scope of the project so that financial
constraints do not prevent you from completing it within the timeframes of the
programme.
4
Table A: Start Date:
Project 1: Completion Date:
1 20/11/15
Complete Complete each section 10 December 20/11/15 27/11/16 27/11/15
Business Plan of the CSBM business 2015
plan template
5
Action Plans
6
Task Timeframe / Person Task Completed?
Responsible
Due Date for
Completion
7
Gather information from BNZ 10/11/15 TW
Bank to find out requirements
for applying for loan
Provide a brief overview of what the project involves and why you have selected
this project.
This project involves establishing the brand for the agency. It will involve planning
the marketing strategy to gain exposure.
The key problem is that I cannot proceed with actual website and some aspects of
the marketing until I have funding. Therefore, this project will focus on planning
the marketing as far as possible without spending money.
Explain how the project fits with the business development strategies and / or the
vision, mission and aspirations of the business identified in Assessment 1.
The marketing will all be consistent with the strategic profile. The name has already
been selected and the brnd will reflect the values outlined in assessment 1.
8
Project 2 Goal
Outline what is involved in the project and how you are going to go about doing it
(this is the methodology).
What are the key components that make up the project? Identify at least three key
parts/components / or activities involved in the project. Also specify the scope, or
extent of the project – that is, clarify what is, and is not, part of the project. See
the example below to help understand what is required:
9
Outline of Project Plan
Project Dates
Project Milestones
Review Dates
Proposed Mentoring Support Times
Budget
Estimate the costs involved in completing this project and identify how any financial
requirements will be met.
It is important that you make sure you have the financial resources available to
you as required to actually implement your project BEFORE you start working on
it. If you consider that financing the project is likely to be problematic, either
identify a different project or alter the scope of the project so that financial
constraints do not prevent you from completing it within the timeframes of the
programme.
10
Table A: Start Date:
Project 1: Completion Date:
Milestone Description of Milestone Final Date of Review date 1 Review Date 2 Proposed Mentoring Dates
Completition
11
Action Plans
For each of the 3 milestones identified above, you need to create an action plan. This breaks down
each milestone into tasks that need to be completed for the overall milestone, and ultimately the
entire project to be completed. A minimum of 5 tasks are required per milestone. This means you
will complete 3 action plans each with at least 5 tasks.
Action Plan 1: [insert title of action plan- which milestone or component does this plan relate to?]
Task Timeframe / Person Responsible Task Completed?
Due Date for Completion
of task
12
Action Plan 2: [insert title of action plan]
Task Timeframe / Person Responsible Task Completed?
Due Date for Completion
13
Action Plan 3: [insert title of action plan]
Task Timeframe / Person Responsible Task Completed?
Due Date for Completion
14
Action Plan 4 (optional if you have an extra milestone): [insert title of action plan]
Task Timeframe / Person Responsible Task Completed?
Due Date for Completion
15