Project Charter - Weddle
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Transcript of 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
Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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Career Development Plan
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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