3.5: Submission Checklist and Final Assembly
- Page ID
- 49238
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\(\newcommand{\avec}{\mathbf a}\) \(\newcommand{\bvec}{\mathbf b}\) \(\newcommand{\cvec}{\mathbf c}\) \(\newcommand{\dvec}{\mathbf d}\) \(\newcommand{\dtil}{\widetilde{\mathbf d}}\) \(\newcommand{\evec}{\mathbf e}\) \(\newcommand{\fvec}{\mathbf f}\) \(\newcommand{\nvec}{\mathbf n}\) \(\newcommand{\pvec}{\mathbf p}\) \(\newcommand{\qvec}{\mathbf q}\) \(\newcommand{\svec}{\mathbf s}\) \(\newcommand{\tvec}{\mathbf t}\) \(\newcommand{\uvec}{\mathbf u}\) \(\newcommand{\vvec}{\mathbf v}\) \(\newcommand{\wvec}{\mathbf w}\) \(\newcommand{\xvec}{\mathbf x}\) \(\newcommand{\yvec}{\mathbf y}\) \(\newcommand{\zvec}{\mathbf z}\) \(\newcommand{\rvec}{\mathbf r}\) \(\newcommand{\mvec}{\mathbf m}\) \(\newcommand{\zerovec}{\mathbf 0}\) \(\newcommand{\onevec}{\mathbf 1}\) \(\newcommand{\real}{\mathbb R}\) \(\newcommand{\twovec}[2]{\left[\begin{array}{r}#1 \\ #2 \end{array}\right]}\) \(\newcommand{\ctwovec}[2]{\left[\begin{array}{c}#1 \\ #2 \end{array}\right]}\) \(\newcommand{\threevec}[3]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \end{array}\right]}\) \(\newcommand{\cthreevec}[3]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \end{array}\right]}\) \(\newcommand{\fourvec}[4]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \\ #4 \end{array}\right]}\) \(\newcommand{\cfourvec}[4]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \\ #4 \end{array}\right]}\) \(\newcommand{\fivevec}[5]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \\ #4 \\ #5 \\ \end{array}\right]}\) \(\newcommand{\cfivevec}[5]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \\ #4 \\ #5 \\ \end{array}\right]}\) \(\newcommand{\mattwo}[4]{\left[\begin{array}{rr}#1 \amp #2 \\ #3 \amp #4 \\ \end{array}\right]}\) \(\newcommand{\laspan}[1]{\text{Span}\{#1\}}\) \(\newcommand{\bcal}{\cal B}\) \(\newcommand{\ccal}{\cal C}\) \(\newcommand{\scal}{\cal S}\) \(\newcommand{\wcal}{\cal W}\) \(\newcommand{\ecal}{\cal E}\) \(\newcommand{\coords}[2]{\left\{#1\right\}_{#2}}\) \(\newcommand{\gray}[1]{\color{gray}{#1}}\) \(\newcommand{\lgray}[1]{\color{lightgray}{#1}}\) \(\newcommand{\rank}{\operatorname{rank}}\) \(\newcommand{\row}{\text{Row}}\) \(\newcommand{\col}{\text{Col}}\) \(\renewcommand{\row}{\text{Row}}\) \(\newcommand{\nul}{\text{Nul}}\) \(\newcommand{\var}{\text{Var}}\) \(\newcommand{\corr}{\text{corr}}\) \(\newcommand{\len}[1]{\left|#1\right|}\) \(\newcommand{\bbar}{\overline{\bvec}}\) \(\newcommand{\bhat}{\widehat{\bvec}}\) \(\newcommand{\bperp}{\bvec^\perp}\) \(\newcommand{\xhat}{\widehat{\xvec}}\) \(\newcommand{\vhat}{\widehat{\vvec}}\) \(\newcommand{\uhat}{\widehat{\uvec}}\) \(\newcommand{\what}{\widehat{\wvec}}\) \(\newcommand{\Sighat}{\widehat{\Sigma}}\) \(\newcommand{\lt}{<}\) \(\newcommand{\gt}{>}\) \(\newcommand{\amp}{&}\) \(\definecolor{fillinmathshade}{gray}{0.9}\)Submission Checklist and Final Assembly – Don’t Just Finish. Finish Strong.
You’ve done the research. You’ve made decisions. You’ve worked through team dynamics and stakeholder expectations. Now it’s time to assemble, polish, and submit your milestone package for review.
This isn’t just about checking boxes. The way you wrap your work reflects your professionalism and attention to detail—both key traits in a project manager.
Use the checklist below to audit your submission package before you upload it to your team site or learning management system.
Project Charter – Final Review Checklist
Before submitting your charter, confirm that it:
- Includes a clear, concise project background and business case
- Articulates SMART objectives (specific, measurable, achievable, relevant, time-bound)
- Clearly defines in-scope and out-of-scope items
- Lists constraints and assumptions with rationales
- Identifies at least 3 risks with brief mitigation strategies
- Lists key stakeholders (named roles or titles)
- Defines clear success criteria
- Is no more than 2 pages, uses professional formatting, and includes your team name
Evaluation Matrix – Final Review Checklist
Your evaluation spreadsheet should:
- Compare at least two candidate locations
- Include at least five criteria for comparison (cost, capacity, readiness, etc.)
- Use a consistent and transparent scoring system
- Clearly highlight your first and second choice recommendations
- Include justifications or commentary to support the numbers
- Be clean, readable, and presentable to an executive audience
Preliminary Cost Model – Final Review Checklist
Your financial model should:
- Break costs into logical categories (facility, equipment, personnel, etc.)
- Include realistic estimates, even if rough
- Show transparent assumptions behind each figure
- Use basic formulas and totals (no manual math)
- Include a summary row showing estimated total cost per location
- Be ready to answer: “Where did this number come from?”
Team Presentation – Final Review Checklist
Your slide deck and team presentation should:
- Begin with a clear recommendation in slide 1 or 2
- Reference both your evaluation matrix and cost model
- Be no more than 10 slides, visually clean and well-designed
- Avoid full paragraphs or dense data tables
- Include speaking roles for all team members
- Follow principles from:
- How to Present the 100 Page Report.doc
- Designing Effective Slides using PowerPoint.doc
- End with a call to action: “We recommend Site B for immediate consideration.”
Final Assembly – How to Package and Submit
Upload the following as a single, well-labeled submission package to your course portal, team site, or instructor-designated system.
|
File |
Suggested Filename |
|
Project Charter |
CBay_ProjectCharter_TeamX.docx |
|
Evaluation Matrix |
CBay_EvalMatrix_TeamX.xlsx |
|
Cost Model |
CBay_CostModel_TeamX.xlsx (or tab within Eval Matrix) |
|
Presentation Slides |
CBay_Presentation_TeamX.pptx |
|
Optional Supporting Docs |
CBay_StakeholderMap_TeamX.pdf, etc. |
Don’t forget to notify your instructor and/or coach when it’s submitted. Your team will not be graded unless your package is complete and on time.
Common Last-Minute Pitfalls (and How to Avoid Them)
|
Pitfall |
Fix |
|
“Did we all use the same version of the Charter?” |
Assign one team member to own final formatting. |
|
“Our slides are missing cost info.” |
Rehearse with the matrix and budget side-by-side. |
|
“We forgot to explain how we made assumptions.” |
Add footnotes or comments in your Excel sheets. |
|
“We ran out of time to rehearse.” |
Rehearsing is part of the job. Schedule it. |
|
“One person did all the work.” |
Debrief, redistribute, and fix for next milestone. |
In project work, finishing strong doesn’t mean staying perfect. It means you’ve tested your thinking, refined your output, and delivered with clarity and professionalism.