PROJECT PLAN

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IM/KM Plan

Ved Lori Saulibio

UTSC Department of Management

Ved Stephanie Perpick

CJUS 381 Concept Map

Ved Christopher Rhoades

KM

Ved Pero Gruyo

bODEGA ACQUISITION PROJECT PLAN

PROJECT SCHEDULE

PROJECT COMPLETE

CLOSEOUT STAGE

Complete Closeout Stage

Transfer / reassign resources

Complete Project Accounting

Contract Closure

Record final approvals from stakeholders

Project Closeout meeting

Start Closeout Stage

MONITORING STAGE

Complete Monitoring Stage

Manage Contracts

Manage Risks

Manage Resources and Stakeholders

Performance Reporting

Quality Control

Cost Control

Schedule Control

Scope Verification and Control

Monitor and Control Project Work

Start Monitoring Stage

EXECUTION STAGE

Complete Execution Stage

Perform Quality Assurance

Direct and Manage Project Execution

Benchmark KPIs

Due Diligence Planning

Stakeholder Outreach Plan

Define Principles

Assess Strategy

Acquire and Develop Project Team

Select Sellers

Request Seller Responses

Kickoff Meeting

Start Execution Stage

PLANNING STAGE

Complete Planning Stage

Assemble the Project Plan

Define Project Contracting Requirements

Plan Purchases and Acquisitions

Define Project Risk Management Plan

Define Project Communications Plan

Define Project Human Resources Plan

Define Project Quality Plan

Create Project Budget

Create Project Schedule

Determine Activity Resource Requirements

Define Activities, Duration, and Sequencing

Create Work Breakdown Structure

Develop Detailed Project Scope

Start Planning Stage

INITIATION STAGE

Complete Initiation Stage

Develop Preliminary Project Scope Statement

Develop Project Charter

Define Project Constraints

Define Project Risks

Define Project Goals

Identify Stakeholders

Start Initiation Stage

Financial - Actual vs. Budget

Identified Risks

No assessment of suitability of non-key employees

We have not secured the key managers post acquisition.

Bodega management reluctant to allow due diligence team to contact key employees.

"Mercury" project slated for next year will not integrate with the existing Bodega framework.

Bodega appears not to be in full compliance with compensation and benefits laws.

Outstanding 2007 tax issues with possible restatement of earnings