Name: Tekue

Project 1: Preparing to obtain capital

Project 1 Overview and Rationale

Provide a brief overview of what the project involves and why you have selected
this project.

To open my agency, I require funding so this project will focus on obtaining

funding. It will include completing my business plan and preparing a case for
funding.

Identify at least one key problem / issue / challenge / or opportunity will be

addressed by the project and, give explanations to clarify how this will be
addressed.

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

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 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.

To obtain funding to open the agency of $50,000 by March 2016.

Methodology and Scope

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

Use Table A below to complete the following sections on project dates,

milestones, review dates and mentoring dates

Project Dates
▫ Proposed start and finish dates for the project. Make sure these are
within the time constraints of the programme.
Project Milestones

▫ Project milestones. Identify at least three project milestones, these

are key parts of the project and the dates by which you expect these parts to
be complete. The key parts of the project may be the same as key components/
activities identified above in the ‘Methodology and Scope’ of the project.
For example, if your project involves developing a new product to be introduced
to the business, project milestones may include:

 Development of new product concepts by end of Week 7 of the programme

(5th June);
 Market research to determine which new product concept to introduce
completed by end of Week 10 (26th June);
 Identification and selection of suppliers of components for the product by
end of Week 11 (3rd July);
 Development of operational processes and the purchase of equipment to
produce the product by end of Week 12 (10th July);
 Product development and testing complete by end of Week 16 (7th August);
and
 Production of initial run by end of Week 17 (14th August).

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

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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.

Proposed Mentoring Support Times

▫ 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.

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Table A: Start Date:
Project 1: Completion Date:

Milestone Description of Final Date of Review Review Proposed Mentoring

Milestone Completition date 1 Date 2 Dates

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

3 Research which 10/1/16 10/12/15 10/1/16 Jan 2016 TBC

agencies will be
Research funding
appropriate for me to
agencies
approach and
research their
requirements.

3 Research which 10/1/16 10/12/15 10/1/16 Jan 2016 TBC

banks, for me to
Research banks
approach and
research their
requirements.

5
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: Complete my business plan

Task Timeframe / Person Task Completed?
Responsible
Due Date for
Completion of
task

Complete Sections 1-4 13/11/15 TW

(Strategic Profile, Internal
Analysis, External Analysis,
Alternative Strategies)

Complete Section 5 (Legal 13/11/15 TW

Section)

Complete Section 6 (Marketing). 25/11/15 TW

Meet with Dora to assist.

Complete Section 7 (HR Plan) 1/11/15 TW

Complete Section 8 (Financial 10/11/15 TW

Plan). Need to meet with Julie
for assistance

Action Plan 2: Research funding agencies

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Task Timeframe / Person Task Completed?
Responsible
Due Date for
Completion

Contact Rata Foundation 10/12/15 TW

(Canterbury Community Trust)
to gather information

Contact Lotteries Commission 10/12/15 TW

for Information

Google 'funding' and identify 10 10/12/15 TW

other sources of funding

Contact Wayne Francis Trust 10/12/15 TW

and get information

Contact CCC for funding 10/12/15 TW

information

Action Plan 3: Research Banks for information

Task Timeframe / Person Task Completed?
Responsible
Due Date for
Completion

Arrange appointment with ANZ 10/11/15 TW

business banking manager to
find out requirements for
applying for loan

Arrange appointment with 10/11/15 TW

Westpac business banking
manager to find out
requirements for applying for
loan

Gather information from Kiwi 10/11/15 TW

Bank to find out requirements
for applying for loan

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 Gather information from BNZ 10/11/15 TW
Bank to find out requirements
for applying for loan

Gather information from one 10/11/15 TW

other Bank to find out
requirements for applying for
loan

Project 2: Creating a brand and planning the marketing of the business.

Project 2 Overview and Rationale

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.

Identify at least one key problem / issue / challenge / or opportunity will be

addressed by the project and, give explanations to clarify how this will be
addressed.

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.

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Project 2 Goal

Methodology and Scope

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

Use Table A below to complete the following sections on project dates,

milestones, review dates and mentoring dates

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

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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

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