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2.4: What You Will Submit

  • Page ID
    49211
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    What You Will Submit

    Milestone 1 Deliverable: A Professionally Written Project Charter for UCMS

    Overview

    Your submission for Milestone 1 is the Project Charter—a strategic, client-facing document that authorizes, defines, and aligns the work between C-Bay Inc. and its client, the University College of Medical Sciences (UCMS).

    This is not an academic paper. This is your first formal act as a planning consultant. You are writing on behalf of your firm, to be read and reviewed by C-level leadership at UCMS. The document must show professionalism, clarity, and confidence.

    If done well, your charter will:

    • Define the boundaries and expectations of the UCMS system planning project
    • Align multiple stakeholders (internal and client-facing)
    • Clarify what C-Bay is being asked to do—and under what constraints
    • Serve as the anchor for all future project planning work

    Required Deliverables

    You will submit one complete Project Charter document that includes all of the following sections:

    1. Project Title, Author, Date, Version – Standard business header information
    2. Purpose / Objective – A clear, compelling explanation of why this project is needed now—framed in UCMS’s language, not yours
    3. Business Context and Alignment – A strategic description of how the project supports UCMS’s mission, accreditation, curriculum operations, and institutional priorities
    4. Scope Overview – A short description of what the project includes and excludes. What will be defined in planning? What will not?
    5. Project Constraints – Identify and prioritize constraints—especially those involving timeline, cost, compliance, and scope
    6. Success Criteria – A list of 3–5 specific, measurable conditions that define successful delivery of this planning phase
    7. Stakeholders and Roles – List key names and titles (e.g., Dr. Alok Varun), with their role (Sponsor, Approver, Reviewer) and level of influence
    8. Risks and Assumptions – List 2–4 realistic risks and assumptions—drawn from the scenario and your reading of the SRS
    9. Major Deliverables / Timeline – Include at least 3 initial deliverables with target dates. You do not need to build a full schedule yet—just frame the roadmap
    10. Approval Table – Create a table for names, titles, signatures, and dates. This reflects C-Bay’s formal charter process

    Format and Structure Requirements

    To simulate a real consulting deliverable, your submission must:

    • Be written in clear, client-facing language (no filler, no academic hedging)
    • Be structured with headings and white space for professional readability
    • Use paragraphs with narrative flow, not just bullet points
    • Include tables where appropriate (e.g., stakeholders, success criteria, approvals)
    • Reference specific details from the UCMS memo and SRS—this shows you’ve read deeply
    • Follow the layout and prompts of the official C-Bay Project Charter Template

    Evaluation Criteria

    Your charter will be evaluated using the following dimensions:

    • Clarity – Is the purpose obvious? Are stakeholders well defined? Are success criteria measurable?
    • Strategic Thinking – Have you prioritized constraints? Identified real risks? Aligned with client goals?
    • Professionalism – Does the document look like something a C-Bay consultant would submit to a Dean or CIO?
    • Completeness – Are all required sections present and fully developed?
    • Use of Best Practices – Have you applied the six core best practices from your milestone reference document?

    Self-Review Before You Submit

    Before turning in your work, ask yourself

    • If I were the Dean of UCMS, would this document make me trust C-Bay?
    • Can I show where I applied each best practice (purpose, constraints, success, stakeholders, risks, story)?
    • Does my writing sound like a confident consultant—or a cautious student?
    • Is this document ready for stakeholder approval?

    What Not to Submit

    • A lightly filled-in template with no context or explanation
    • A “bullet dump” without narrative or transitions
    • A document written in academic voice or passive tone
    • A version that ignores the UCMS memo or the system SRS
    • A charter that includes vague, generic language (“Deliver software to meet goals”)

    Final Deliverable Snapshot

    • File Format: Microsoft Word (.docx) or PDF
    • File Name: UCMS_Project_Charter_[Contextname].docx
    • Where to Submit: Team Deliverables Folder (or as instructed)
    • Deadline: [Instructor-defined milestone date]

    2.4: What You Will Submit is shared under a CC BY 4.0 license and was authored, remixed, and/or curated by LibreTexts.

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