401k Enrollment Project

Topics: Project management, Project, Pension Pages: 27 (6491 words) Published: September 5, 2013
401(k) Automatic Enrollment Project

Page 1

TABLE OF CONTENTS EXECUTIVE SUMMARY AND ABSTRACT .......................................................................... 2 PROJECT VISION, GOAL, AND SCOPE STATEMENT ...................................................... 3 PROJECT VISION ........................................................................................................................................................ 3 PROJECT GOALS ........................................................................................................................................................ 3 PROJECT SCOPE STATEMENT ...................................................................................................................................... 4 Objective ............................................................................................................................................................. 4 Deliverables ........................................................................................................................................................ 4 Milestones ........................................................................................................................................................... 4 Technical Requirements ...................................................................................................................................... 5 Limits and Exclusions.......................................................................................................................................... 6 Customer Review................................................................................................................................................. 6

BUSINESS CASE.......................................................................................................................... 6 PROJECT RATIONALE ................................................................................................................................................. 6 RISK ASSESSMENT AND MITIGATION............................................................................................................................ 7 CONTINGENCY FACTORS ............................................................................................................................................ 8 PERT ANALYSIS......................................................................................................................................................... 9 PROJECT OBJECTIVES AND DELIVERABLES................................................................................................................ 11

TIME, COST, PERFORMANCE TRADE-OFF ASSESSMENT.......................................... 12 PRIORITY MATRIX (GRAY AND LARSON, 2006) .......................................................................................................... 12

WORK BREAKDOWN STRUCTURE (WBS) ....................................................................... 13 WBS DIAGRAM ........................................................................................................................................................ 13

PRELIMINARY SCHEDULE AND KEY MILESTONES.................................................... 14 SCHEDULE OF KEY MILESTONES .............................................................................................................................. 14

RESOURCES .............................................................................................................................. 14 RESOURCE DESCRIPTION ......................................................................................................................................... 14 RESOURCE ALLOCATION CHART (HEREBINIAK, 2005)............................................................................................... 15 NON-PERSONNEL RESOURCES...
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