29 Jan Briefly describe the scope of your project that you selected during Unit 3. Describe how you would come up with duration estimates for your project. In response to your
Briefly describe the scope of your project that you selected during Unit 3. Describe how you would come up with duration estimates for your project.
In response to your peers, if you agree with their assessment, offer a unique perspective. If you do not agree with the estimation method, offer your suggestion on how it can be improved.
Project Charter
Project |
Tax Preparation Outreach Program |
||
Created By |
Jane Doe |
Date |
January 24th 2024 |
Phone |
Your Phone Number |
|
[email protected] |
Mission |
This project aims at training volunteers and setting up a free tax preparation service for individuals with a low income. The project involves building training manuals, workshops for volunteers, marketing of the free services, scheduling of the volunteers, establishing a tax preparation facility, meeting up with clients to prepare five hundred tax returns and collection of feedback. The main aim is to help five hundred individuals file their taxes by June 20th 2024 on a $7000 budget funded by a non-governmental organization. The mission is to create a program that reaches out and provides free tax preparation services to low-income individuals in the community. |
Objectives |
· To Provide tax preparation services to at least 500 low-income individuals or more. · To Increase the people’s awareness on free tax preparation services in our community · To Recruit and train volunteers in order to prepare basic tax returns
|
Deliverables |
· Tax preparation services for 500 individuals or more · Marketing materials including flyers, social media graphics, emails and hashtags · Training manual and 4 training workshops for volunteers |
Stakeholders |
· Jane Doe, Project Manager · John Smith, Executive Director of Community Center (Project Sponsor) · Mary Johnson, Volunteer Coordinator · 25 tax prep volunteers · Local low-income individuals |
Roles and Responsibilities |
· Jane Doe responsible for overall project management · John Smith provides funding and approves major decisions · Mary Johnson recruits, trains, and manages volunteers · Volunteers prepare tax returns |
High-Level Work Breakdown Structure |
Prepare 1.1 Develop training manual 1.2 Recruit volunteers 1.3 Hold volunteer training workshops Market 2.1 Design marketing materials 2.2 Distribute marketing materials Provide Services 3.1 Schedule volunteers 3.2 Set up tax prep facility 3.3 Provide tax preparation services 3.4 Gather client feedback |
Project Milestone |
April 15, 2024 – Completed 500 tax returns |
In-scope and out of scope |
Tax preparation, Training volunteers, Marketing of services Legal advice, Tax planning, Tax appeals |
Assumptions |
Able to recruit 25+ volunteers with basic tax knowledge Local community center grants usage of their facility |
Communications |
Weekly team meetings, Volunteer email group, Shared folders |
Risks |
Not enough volunteers, technical issues, Demand exceeds capacity |
Documentation |
Shared project folder on internal network |
Budget |
$7,000 funded by QPR Nonprofit |
|
Doc Number |
XXXX |
Version |
XX |
|
Print Date |
11/1/02 |
|
Page |
Page 1 of 1 |
Key Consulting Inc, 4848 Railroad Ave NE, Seattle, WA 98105 www.consulting.ky (206) 523-1927 Ver 3.1 Copyright 2003
Note
All the names used in the document are arbitrary and can be changed.