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7.5: Submission Checklist and Final Assembly

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     7.5 Submission Checklist and Final Assembly

    Ensuring Your Execution Deliverables Are Complete, Coherent, and Professional

    By the end of this chapter, you will assemble a complete execution-phase deliverable package that demonstrates your ability to:

    • Diagnose real project execution problems

    • Apply SOW, Contract, SRS, and HLDD expectations

    • Use performance metrics (SPI, CPI, SV, CV, EAC)

    • Write professional PMO-quality communications

    • Monitor vendor performance under pressure

    • Recommend corrective actions with clarity and authority

    Use this checklist to make sure your deliverables are complete and in their final polished state before submission.

    ✅ A. Required Deliverables

    Each student must submit all items below.

    1. Eight Completed Memo Worksheets

    One worksheet per memo (Memo #1 through Memo #8), each including:

    • Part A – Internal Action Plan

      • Core issue

      • Impact areas (scope/schedule/cost/quality/team/vendor/reporting)

      • Document references (SOW/Contract/SRS/HLDD/Reporting Guidelines)

      • Recommended next action

      • Assumptions or constraints

    • Part B – Professional Communication

      • Email or memo formatted professionally

      • Correct recipient(s) based on WinSoft Resource List

      • Clear actionable requests

      • Contractual or SOW-specific citations where needed

      • Deadline or follow-up expectations

    📁 File naming format:
    CBay_MemoX_Worksheet_YourName.docx

    2. Final Execution Reflection (Required)

    A ½–1 page reflection addressing:

    • What you learned about project execution

    • How Earned Value influenced your decisions

    • Which memo challenged you most

    • Where you hesitated and why

    • How your leadership judgment evolved

    • What you would do differently in a real project

    📁 File name:
    CBay_ExecutionReflection_YourName.docx

    3. Progress Log (Recommended)

    A simple table or summary tracking:

    • Week

    • Memo topic

    • Issue category

    • Your response theme

    • Lessons learned

    This helps demonstrate iterative learning.

    📁 File name:
    CBay_Execution_ProgressLog_YourName.docx

    ⭐ B. Optional Deliverables (Extra Credit)

    4. Earned Value Workbook (Optional but Strongly Encouraged)

    Using the provided spreadsheet template:

    • Fill in PV, EV, and AC

    • Review auto-calculated SV, CV, SPI, CPI

    • Include your own commentary on performance trends

    📁 File name:
    CBay_EVM_YourName.xlsx

    5. Updated Bulls-Eye Chart (Optional)

    Chart using SPI (x-axis) and CPI (y-axis) for any memo or combined performance.

    📁 File name:
    CBay_BullsEye_YourName.xlsx

    📂 C. Folder Structure for Final Submission

    Submit your complete package as a single folder named:

    CBay_ExecutionPhase_YourName

    Your folder should include:

    CBay_ExecutionPhase_YourName/
│
├── Worksheets/
│   ├── CBay_Memo1-8_Worksheet_YourName.docx
│
├── Reflection/
│   └── CBay_ExecutionReflection_YourName.docx
│
├── Optional/
│   ├── CBay_EVM_YourName.xlsx        (optional)
│   ├── CBay_BullsEye_YourName.xlsx   (optional)
│   └── CBay_Execution_ProgressLog_YourName.docx (optional)
│
└── README.txt   (optional summary of your submission contents)

    🔍 D. Quality Assurance Checklist (Final Review Before Submission)

    Use this checklist to confirm your package is complete:

    Worksheets

    • All 8 worksheets included

    • Each worksheet has both Part A and Part B completed

    • All emails/memos have correct recipients

    • You cited SOW/Contract/Reporting Guidelines when appropriate

    • Actions requested are specific, reasonable, and time-bound

    Professional Tone

    • Messages are respectful, direct, and structured

    • No emotional or informal language

    • You wrote like a PM communicating with a vendor

    Alignment with Documents

    • All recommendations align with SOW milestones

    • Contract rules followed (e.g., staffing replacement window, reporting requirements)

    • Reporting guidelines applied correctly

    • Technical issues align with SRS/HLDD

    Reflection

    • Final reflection is thoughtful and specific

    • Lessons learned relate to execution, not planning only

    Files

    • Everything named correctly

    • Files open successfully

    • Folder packaged cleanly

    🎯 E. Final Assembly Submission Guidance

    Your final assembly should reflect:

    • Professionalism

    • Mastery of project execution

    • Understanding of vendor management

    • Ability to diagnose issues

    • Clear communication under pressure

    • Use of project controls and metrics

    Submit your work in the format required by your instructor (Canvas upload, shared drive, etc.).

    7.5: Submission Checklist and Final Assembly is shared under a CC BY 4.0 license and was authored, remixed, and/or curated by LibreTexts.

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