7.5: Submission Checklist and Final Assembly
- Page ID
- 52131
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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.
Required Deliverables
Each student must submit all items below.
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 constraint
- 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
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
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
Optional Deliverables (Extra Credit)
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
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
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)
Quality Assurance Checklist (Final Review Before Submission)
Use this checklist to confirm your package is complete:
Worksheets
- Folder Structure for Final Submission
- 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
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.).