Phase 1 Report - For Review

Team Assignment – Part I Laboratory Development Project
March 7th, 2011 Team #1
Table of Contents
Project Environment............................................................................................ 2
Preliminary Project Scope................................................................................... X
Project Charter..................................................................................................... X
Team Charter....................................................................................................... X
Stakeholder Register........................................................................................... X
References.......................................................................................................... X
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Project Environment
*We will discuss this with Dr. Fahmy on Monday*
Preliminary Project Scope

1. Project Information
• Laboratory Development Project
• University of Alberta – Mechanical Engineering Building
2. Project Objectives
• Planning the setting up of a new laboratory in Room number MEC E 1-38 in
Mechanical Engineering building by migrating the equipments and
infrastructure from room numbers MEC E 2-22 and MEC E 2-14.
• Laboratories affected by the migration process need to be thoroughly
inspected for available furniture and equipment, and a tentative layout of the
new lab in MEC E 1-38 needs to be prepared.
• Discussion with students, researchers, faculty members and administrative
staff who are going to be affected has to be undertaken and feedback should
be incorporated in the project plan.
• Any replaced furniture or equipment must be servicable (good working order)
however quality level can include second hand purchases.
3. Product Scope Description

• The finished product will be a new facilities that will be used by a total of 12
individuals.
• The lab will facilitate two sections in the same lab:
• a clean work environment for analytical work
• a wet dirty section for hands on work.
4. Project Scope Statement

• Our team will provide the planning, scheduling and coordination of the
schedule, procurement for the new MEC E 1-38 lab.
• We are to contact the various stakeholders for their input on move
coordination
• The planning should facilitate coordinated and optimized movement of lab
resources in the most efficient way possible such that the disturbance to the
ongoing work/studies in the building is minimized.
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• This scope may include the transfer of large equipment: a milling machine,
and slurry pipeline. This has not yet been decided.
5. Project Boundaries
• Our team will be responsible for facilities planning, furniture procurement,
resource allocation for these 12 individuals.
• The migration process will be conducted after the winter term of 2011 ends.
• 6-8 desks
• Setup of personal space for students – personal storage areas (draws or
lockers).
• Not all people and equipment from MEC E 2-22 and MEC E 2-14 are being
moved. Only what is associated with the 12 individuals are being moved by
Dr. Lipsett.
• Other labs will be coordinating moves at the same time. We must schedule
to work with these other labs so that the usage of hallways and entrances
does not clash; however we are not responsible for their moves.
• We are responsible for the coordinating moves by producing a schedule.
• Moving does not have to happen all at once. The move should be scheduled
to minimize impact on ongoing projects.
• Ensure proper movers/boxes/equipment are in place to move equipment
without damage.
• We are not responsible for construction/structural changes.
• We are not responsible for U of A responsible features (i.e fire extinguishers).
Note: An exact list of these features will be obtained from Glen Thomas.
• A functional phone must be setup in the lab.
• Ensure the campus wifi.
6. Project Deliverables
• Contract
• An intermediate report outlining the work in progress
• Final Report containing the migration plan.
7. Project Acceptance Criteria

• This will have to be based on an assessment by the new lab users.
• Use of a post-move survey is recommended.
8. Project Constraints
• Minimum impact / disturbance to current research work.
• Budget
• Deadline
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9. Project Assumptions
• Students and shop personel will be available for helping with the moving.
Hiring movers may not be needed (we will need to assess this).
• Wifi is already available at the new location
• Power supply in the new lab location is functional.
• We are not required to implement any construction/structural changes.
10. Initial Project Organizations

List the individual names that initially worked in this project.
• Dr. Lipsett
• Glen Thomas
11. Initial Project Risks
• Other labs may be moving at the same time.

• Have not yet seen the lab. Its location or entrances may be difficult to move
furniture into.
• Any other unexpected expenses or schedule delays.
12. Schedule Milestones
• Project Definition (Mar. 7)

1. Project Environment
2. Preliminary Project Scope Statement
3. Project Charter
4. Team Charter
5. Stakeholder Register
• Intermediate report outlining the work in progress (Mar. 21)
Format will be the same as the final report.
• Final Report containing the migration plan. (April. 4)

1. Comprehensive Project Plan
1. Summary of Subsidiary Plan
2. Each Subsidiary Plans
1. Detailed Scope Statement
2. Work Breakdown Structure
3. Detailed Statement of Work
4. Work Package Dictionary
5. Scope Management Plan
6. Quality Management Plan
7. Human Resources Plan
8. Procurement Management Plan
9. Risk Management Plan
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10. Risk Register (Type I or Type II)

11. Communication Management Plan
12. Gantt Chart
13. Cost Management Plan
14. Estimate for entire Project
15. Simple Flow Diagram
16. Project Charter Comparison
13. Budget Information
• $10,000 we have been told this is flexible, however we should stay close to
this number so we will assume it is an upper limit.
• Impact: We will need to do a cost estimate for entire Project as soon as we
have enough information from stakeholders.
14. Cost Estimate
• Most of the move itself will be minimal. Therefore most of the expense
expected will be procurement. This would be the cost of 12 flexible student
working stations.
15. Project Configuration Management Requirements

• It has not been concluded as of yet what will be moved yet or even who. We
have a listing of size requirements for the lab being 12 people. We need who
they are and what are their requirements. This will affect the scope in future.
16. Approval Requirements

• Dr. Lipsett is our approver
• Any other approval requirements will need to be defined by him.
17. Project Success Factors:
• Delivery of the 3 project deliverables

• Positive reviews on the 3 project deliverables by both Dr. Lipsett and Prof.
Sami Fahmy
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Project Charter
Project Name Laboratory Development Project
# Area Description
1 Problem/ Dr. Michael Lipsett intends to reorganize and consolidate some

of his lab space / researchers / facilities from 2 labs into a single
Challenge/ new lab.
Opportunity
2 Project To plan the setup of a new laboratory in the Mechanical

Engineering building, room number 1-38. This includes
Goal transporting equipment and infrastructure from room numbers
MEC E 2-22 and 2-14. Emphasis will be placed on facilitating a
coordinated and optimized movement of lab resources in the
most efficient way possible. The disturbance to the ongoing
Use the work/studies in the building will be kept to a minimum.
SMART
formula Laboratories affected by the migration process need to be
thoroughly inspected and a tentative layout of the new lab in
MEC E 1-38 needs to be prepared. Discussion with students,
researchers, faculty members and administrative staff directly
affected is to be undertaken and their feedback incorporated in
the project plan. The migration process will be conducted after
the conclusion of the 2011 Winter term.
3 Project 1. An intermediate report outlining the work in progress

Deliverables update.
2. Final Report containing the completed relocation/migration

plan.
3. A Project Definition clearly outlining the objectives of this

project signed by the client and the project management
team
4 Imperative 1. Flexible layout for future changes, as well as additional

open space for future expansion.
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# Area Description
2. Segregated laboratory consisting of two sections for

analytical work and hands-on experimentation.
3. Infrastructure support for assistance in emergency

situations (First-aid, Communication modes, Alarms etc.).
4. Proposed laboratory must meet Alberta codes / standards

/ regulations in every respect.
5 Desirables 1. Relocation of the slurry pipeline in MEC E 2-14 to the new

laboratory.
2. A balanced environment with space allocated for a quiet

area, a working space, and an active lab space.
3. Collapsible furniture to increase the labs functionality and

adaptability.
6 Assumptions 1. MEC E department/administration will not propose any

major changes during the latter stages of project.
2. UWS internet connectivity will be available within the new

laboratory (MEC E 1-38).
3. Power supply shall be provided and will be interruption

free during equipment functionality testing.
7 Constraints 1. A minimum impact or disturbance to current research as

well as any other academic activities within the
Mechanical Engineering building.
2. The budget is limited to $10000.
3. The existing labs must be vacated in order to

accommodate the needs of other professors and students
according to their timeline.
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# Area Description
8 Stakeholders # Stakeholder Needs and Expectations

Name
1 Project Owner Dr. Lipsett needs a smooth transition

(Dr. Lipsett) to the new laboratory. He needs the
complete plan for the new laboratory
to be finished by the end of the
winter term. He expects no disruption
to existing research projects.
2 Project Manager Project manager needs timely

achievement of project goals within
the approved budget. She expects
improvement in her professional
growth path.
3 Project Team Project team needs a good

environment where they can apply
their skills to the project in the best
manner. They expect augmentation
in their skill set as well as
experience.
4 University of Desires a fully functional laboratory

Alberta compliant to relevant technological
and safety standards. It expects
introduction of a new laboratory to
provide more experimentation
options to the professors, students
and researchers.
5 Students in Students who are not directly

MEC E affected by the move need the
department migration to cause minimum
disruption to them. They expect that
the new laboratory will be useful to
them.
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# Area Description
6 Students Students need a well equipped

affected by the laboratory which allows them to
move experiment and conduct analysis in
an ambient atmosphere. They expect
that the new laboratory will not be
unfamiliar to them.
7 Technicians Technicians need clear guidelines

and relevant timelines about the
migration process. They expect to
acquire good exposure and new
skills during the migration process.
They also expect the project to fit in
their ongoing schedules and
commitments.
8 Dr. Glen Dr. Thomas’ need is to get a clear

Thomas idea of what is required of him so
that he can check the availability and
plan accordingly. His expectations
are to be notified well before of any
discrepancies in the facilities.
9 Roger Mr. / Dr. Marchand’s need is to know

Marchand well in advance specifics relating to
the logistics / scheduling of the
moving of the large mill. He expects
the scheduling will not affect his
ongoing commitments and activities.
10 Professors The affected Professors’ need

affected by the minimum disruption to their ongoing
move research and lab activities. Their
expectation would be that the project
team coordinates with them so that
all lab movements are not
undertaken at the same time. (limited
hallway size).
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# Area Description
11 Guests/Visitors Future students and their families as

well as potential investors and alumni
still able to tour and visit the affected
areas while the relocation is under
way.
12 Vendors Vendors supplying materials or

services directly for the move and
vendors, delivery persons and
messengers involved with the day to
day activity of the university.
9 Success 1. A fully approved plan for the relocation and setup of a new
Criteria laboratory in MEC E 1-38.
2. Successful acquisition of equipment and other laboratory
infrastructure.
3. The proposed plan is completed within the required
timeline and budget.
4. Meeting as many desirables and imperatives as possible.
5. Ensuring all of the stake holders are satisfied with the
relocation plan
6. No major incidents occur with respect to injury, no
damage to any of the equipment of facilities, and no
disruptions to any academic activities.
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Team Charter
Who is Involved / Roles & Responsibilities

To form a team that will be productive and proactive, it is necessary to assign roles
and clarify the responsibilities of each member.
Our team consists of five members: Luke Glistak, Sean Hodgson, Shannon
MacDonald, Mk Nimesh, and Anand Rohit. Shannon MacDonald is the acting Project
Manager for the duration of the project. She has had two years experience in the
engineering workforce, handling a wide range of tasks including minor management
roles. She has also acted as team leader for all team projects in every academic
team since her entry into the university engineering program.
Mk Nimesh is our acting Devil’s Advocate, with the undertaking to challenge the team
and make the difficulties faced in the real world form challenging aspects into our
project. Nimesh has 4.5 years of work experience as a Mechanical Design Engineer
in a US multinational company and is well aware of common company challenges.
Luke Glistak, Sean Hodgson, and Anand Rohit comprise the rest of the team. Luke
has had no formal experience in the engineering profession, but has a keen financial
and business sense which is beneficial for certain aspects of the project. Sean has
had six years of work experience in DSP design. Anand has had four years of
experience in Intellectual Property services, and has served as an Assistant Manager
(IP) in a Thompson-Reuters group company handling several mission critical projects
for Fortune clients.
All team members are expected to complete their tasks on time, as well as offer input
on other’s project tasks to ensure the highest quality submission.
Our project sponsor is Mike Lipsett, a professor in the Mechanical Engineering
Department at the University of Alberta. We approached him, offering assistance for
any project he was currently considering. The development of a new laboratory was
at the top of his list of desires and our team graciously accepted the opportunity.
There will be ongoing communications with Dr. Lipsett for the duration of the project
to ensure that we incorporate his preferences, and meet his expectations.
Team Goal & Objectives

The goal of our team is to plan the setting up of a new laboratory in Room number
MEC E 1-38 in Mechanical Engineering building by migrating the equipment and
infrastructure from room numbers MEC E 2-22 and MEC E 2-14. The planning will
facilitate coordinated and optimized movement of lab resources in the most efficient
way possible such that the disturbance to the ongoing work and studies in the
building is minimized.
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Laboratories affected by the migration process will be thoroughly inspected for

available furniture and equipment, and a tentative layout of the new lab in MEC E 1-
38 will be prepared. Discussion with students, researchers, faculty members and
administrative staff who are going to be affected will be undertaken and feedback will
be incorporated in the project plan. The migration process will be conducted after the
completion of the 2011 winter term.
Internal and External Communication

Communication is essential to every projects success. Intra project team
communication has been implemented through as many means as possible to
maximise productivity, efficiency, and information transfer. Team communication has
been established through a facebook group worksite, email, phone, as well as
scheduled face to face meetings. The overall effect of this approach has resulted in
an effective, timely and efficient group dynamic. Further, scribd accounts have been
used in conjunction with our facebook worksite as a platform for document storage
and file sharing. This allows each team member to access and download finished
files for review and or editing.
Keeping our client current with the team’s progress is important and allows issues to
be addresses immediately rather than later when changes are more difficult and
costly to make. The client is primarily kept up to date with formal and informal
meetings on a weekly or bi-weekly basis. Face to face meetings provide an
opportunity to clearly communicate the group’s intentions, plans, and progress. When
a meeting cannot be held, email is used as a secondary form of communication and
in the event the client urgently needs to be contacted a phone conversation can be
arranged. Communication with contractors, advisors, suppliers and all other stake
holders is achieved firstly by e-mail, secondly by phone, and lastly with a face to face
meeting.
Resources Needed, Resources Available and Filling the Gap

The Client has provided the project team with a great deal of resources. These
resources include the client himself, who is readily available for meetings as well as a
budget of $10,000. The team has also been provided with personnel lists, contact
information and an inventory of used supplies and furnishings. All of the resources
needed by the team for the completion of the project have been made available or
will be provided shortly. Additional resources such as codes and standards will be
provided by the University of Alberta along with university representatives such as
Glen Thomas.
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Constraints
Constraints inherent to the project include the schedule, available space,
cohesion/ergonomics, and our budget. The laboratory space currently occupied by
the client’s students and equipment is required by other professors and so it must be
vacated according to their timelines. There are also many individuals that must be
contacted and surveyed before any planning can begin. This ensures that all of the
stakeholders will be accommodated but will require significant time straining the
project team’s schedule. It is necessary to have as many details as possible finalized
as soon as possible to provide the students and professors a wide window in which
they can move their equipment.
The team is responsible for designing the new laboratory and a major constraint is
the amount of available space. Each student along with their experiments, tools, and
computers must be accommodated in the new laboratory or one of the professors
other existing laboratories. There is also additional equipment being moved into the
laboratory which is bulky, heavy and requires a considerable amount of space. The
client has also requested that some space be allocated for future expansions and
future students. This further constrains the amount of available space with which we
have to work with. Laboratory cohesion and ergonomics require great attention. The
laboratory is to function as an area in which experimentation occurs as well as
computer work, reading, and writing. This presents somewhat of a challenge due to
the confined space and noise of the experiments and equipment. The client has
specified that the laboratory be built on the principal of flexibility and that it is fully
rearrange with collapsible furnishings.
The team has been given a budget of $10,000. This is an adequate amount due to
the additional resources provided. To aid in the relocation various university staff will
be at our disposal to facilitate various aspects of the move. Most of the students and
professors equipment will be transported by the students themselves greatly reducing
the cost of the relocation. To furnish the new laboratory the university has a cash of
chairs, desks, and other furnishing that can be obtained at no cost.
Decision Making Procedure

Current team charter has a decision making procedure. Any team member can raise
an issue either through online discussion on the facebook team website, or at the
weekly team meetings. Open discussion on the topic is encouraged. When possible
try to use facts to generate alternative solutions. Look for consensus, try to obtain
feedback from all team members. Consensus for our team is defined where all team
members can say, “This may not be my ideal outcome but I can live with it and will
support it”.
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Define Team Success

(You shouldn’t be recommending anything here. You are supposed to define
it) Recommend we define team success based on the assessment from Dr. Fahmy
and Dr. Lipsett's. We plan on giving a quick, multiple choice survey to Dr. Lipsett,
and Dr. Fahmy will be reviewing and grading our initial and final deliverables.
How will we Know we Arrived There

This teams success will be measured by the Dr. Lipsett and Sami Fahmy's review
and grading of the initial and final deliverables. In these deliverables we will propose
in detail all work and tasks that must be done to accomplish the relocation of Dr.
Lipsetts lab. We will outline all who are involved directly and indirectly (stakeholders)
as well the requirements to manage their needs. In these reports we will outline high
level milestones, time line, cost estimates, material quality requirements, risks, and
project scope as well as all proposed procurement options, so that Dr. Lipsett can
make informed decisions. If our deliverables meet these requirements we will have
accomplished our goals.
Effectiveness of individual team members will be assessed in terms of enthusiasm,
contributions, participation and punctuality.
How will we Work Together? What are the Ground Rules?

The team will conduct weekly meetings on Mondays to assign tasks to each team
member and to follow up on the progress achieved on the tasks assigned from the
previous week. Meetings can also be scheduled on the days other than Monday
when the need arises. Team members are expected to attend all the meetings and
actively follow up on the discussed agenda. The project will be divided into smaller
tasks and deadlines will be fixed for each of them. The tasks will be divided equally
between the team members. The tasks will be assigned in a manner where similar
tasks will be grouped together and assigned to one team member to ensure
minimum overlap and redundancy. Team members are expected to finish the
assigned task within the allotted deadline. If any team member is unable to do so,
the individual is to discuss the issue with the project manager with appropriate
reasoning, and well in advance of the due date. The team will utilize a web-based,
secure document sharing service for efficient exchanges of ideas and work products.
Team members are encouraged to communicate with each other and share ideas.
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Methods to Hold Team Members Accountable for Producing

Deliverables, and for the Success of the Project
Every team member will be assigned task and sufficient visibility in terms of task
allocation and deadline shall be provided. The team members are expected to
adhere to the assigned deadlines strictly. Brief peer reviews of project deliverables
produced will be conducted for Quality Control so that the deliverables are in line
with client’s expectation. The Project Manager will perform a final review of each
project deliverable and discuss the modifications (if any) with team.
Methods to Appreciate and Recognize One Another

Team members will be recognized and appreciated for their performance and
commitment. Their achievements will be highlighted in the team meeting. (Anand is
requesting input regarding this section)
Rewards & Negative Consequences for High & Non-Performers

High performing individuals should be appraised accordingly with respect to the
achievement or savings made. Public recognition is also deemed as good motivation
so recognition certificate with appreciation in front of the team is a good reward.
Non performing members should be dealt with seriously. Any reason for low or non-
performance should be verified in an interview with the member. In case training can
improve the efficiency, it should be provided, or other solutions should be sorted out.
In the end, warning in verbal or written form should be used as negative motivation.
Methods to Celebrate Team Success

Team success definitely calls for a formal celebration with the team members and a
meeting to discuss the salient learning from the project. Key members of the team
should be awarded with the appropriate gift and formal recognition in front of team to
give boost and as an example for rest of the team. Some memorandum gift should be
presented to each team member as souvenir.
Methods for Learning from Our Mistakes

Mistakes are an inalienable part of work. We cannot eliminate them completely but
we can always minimise our misdeeds. To limit the occurrence of mistakes, firstly we
will identify it. With the identification of an error, documentation in a descriptive
manner will help us understand the essence of the mistakes, circumstances and root
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causes that led to the mistakes. Only after fully understanding we will find the
appropriate action to correct what has been done, and take necessary steps to
prevent reoccurrence in future. We will share the complete reports on any mistakes
with the team.
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Stakeholder Register / Analysis

Note: N/A represents “Not Applicable”, where information is limited, beyond the required scope and or
deemed inconsequential.
Key Stakeholder (Y/N):

Stakeholder Name: Dr. Lipsett (Project Owner/client)
YES
Interests: Dr. Lipsett (the client) needs a smooth transition to the new laboratory. He
needs the complete plan for the new laboratory to be finished by the end of the winter
term. He expects no disruption to existing research projects.
Stakeholder Communications Strategy:

Communication
Communication Needs: Meeting Preferences:
Limitations:
Updates upon completion of Meetings are to be Stakeholder has a busy
milestones and scheduled well in advance schedule limiting availability
consultations regarding any and should, preferably, for meeting.
major problems or take place at the University
difficulties of Alberta
Avenues For Communication:
Meeting (Y/N): YES Telephone (Y/N): YES E-mail (Y/N) : YES
SWOT Analysis
Valuable knowledge regarding laboratory and researcher needs as
Strengths: well as experience dealing with the University of Alberta and its
administrations.
Weaknesses: Has a busy schedule and requires advanced notice.
Stands to benefit from project primarily through the reusability of the
Opportunities:
plan slated for development
Missing the relocation deadline could hinder other University research
Threats:
programs as well as Dr. Lipsett’s own research.
Stakeholder Influence On Project:

The stakeholder, being the project team’s client, has the greatest influence on this
project. Schedule, cost, objectives, requirements and virtually all other project aspects
have and continue to be developed around the client’s needs.
Stakeholder Expectations Management (Key Stakeholders only):

The stakeholder requires a relocation plan and laboratory layout plan. These
requirements put major emphasis on scheduling. Scheduling must be completed
precisely and with significant time allocated for last minute changes, unforeseen
stakeholder needs, and relocation time slot flexibility. The project scope needs to be
wide enough to accommodate a potential large amount of needs from Dr. Lipsett’s
researchers.
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Detailed Interests/Priorities Analysis (Key Stakeholders only) :

Key Stakeholder Efficiency, safety, functionality, organization and schedule
Interests: adherence.
Key Stakeholder A well devised plan that meets the needs of himself, his
Priorities: researches and colleagues.
Principal Objective: To relocate and setup a new laboratory with the use of the teams
plan and strategies.
Consequences Resulting From Missed Principal Objective: Interruption to research,
colleagues and the daily activities at the University of Alberta.
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Stakeholder Name: Shannon MacDonald (Project Key Stakeholder (Y/N):

Manager) NO
Interests: Project manager needs timely achievement of project goals within the
approved budget. She expects improvement in her professional growth as well as to
gain project management experience.

Communication
Limitations:
Updates upon completion ofTeam Meetings take place Stakeholder has a busy
tasks and advanced notice every Monday at 5:00 pm. schedule limiting availability
of difficulties and promptAny additional meeting for meeting making
circulation in new must scheduled well in efficiency a priority.
information. advance and take place at
the University of Alberta
(ETLC).
In Person Meeting (Y/N):
Telephone (Y/N): YES E-mail (Y/N) : YES
YES
SWOT Analysis
Experience with project management, efficient, and has great
Strengths:
organizational skills
Weaknesses: Has a busy schedule and requires advanced notice to address issues.
Stands to benefit from project primarily through the gaining experience
Opportunities:
and expanding her references.
Failure to accomplish goals will lead to loss or reputation and
Threats:
academic standing.

The stakeholder, being the project manager, has the final say on project direction as
well as facilitates communication between the client (Dr. Lipsett) and the teams
Supervisor (Dr. Sami Fahmy ). The stakeholder defines the team’s culture and takes
responsibility for the projects deliverables.
Stakeholder Expectations Management (Key Stakeholders only): N/A
Detailed Interests/Priorities Analysis (Key Stakeholders only) : N/A

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
Principal Objective:
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Consequences Resulting From Missed Principal Objective:
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Stakeholder Name: The University of Alberta and Key Stakeholder (Y/N):

Administration YES
Interests: The University of Alberta’s interests lay in the commissioning a fully
functional laboratory compliant to relevant technological and safety standards. It
expects introduction of a new laboratory to provide more experimentation options to the
professors, students and researchers. Thus, the University is interested in a well
developed laboratory relocation and layout plan.

Communication
Limitations:
No communication initiation Stakeholder’s
from the project team is representatives have a busy
required. In the event the schedule limiting availability
N/A
university is needed it can for meeting making.
be contacted through its
representatives
YES
SWOT Analysis
Stakeholder represents a great deal of knowledge and experience.
Strengths: The stakeholder will also provide infrastructure, personnel,
furnishings, supplies and various other pieces of equipment.
Weaknesses: Contact and consultation will be difficult.
The University will benefit from as a result of the research yielded from
Opportunities:
students who have benefited for the laboratory design.
Failure to accomplish goals could lead to loss of research time and
Threats:
quality.

The University of Alberta will provide many of the resources needed for the project to be
completed and will, in some areas, control the scope of the project. The project must
also meet and adhere to all of the Universities policies, rules, and regulations.

The stateholder requires a plan that does not affect operations of its other research
projects, departments, and personnel. The University has allocated laboratory space
currently being occupied by Dr. Lipsett’s researchers to another research team. In order
for the other research team to move forward Dr. Lipsett’s must vacate his current
laboratory. University students must not be affected by the move ether.

Key Stakeholder Laboratory is vacated and a new one is setup.
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Interests:
Key Stakeholder
Safety is a priority and also scheduled deadlines are met.
Priorities:
Principal Objective: The lab Space is available and new research can begin while Dr.
Lipsett’s research continues.
Consequences Resulting From Missed Principal Objective: Loss of research time
and potential losses in research due to experimentation alterations and or delays.
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Stakeholder Name: The Project Team
NO
Interests: Project team is interested in completing this project to the satisfaction of the
client (Dr. Lipsett) and the team’s supervisor (Sami Fahmy). The team is also looking to
gain experience in the field of project management and to further develop each
member’s skills.

Communication
Limitations:
Updates upon completion ofTeam Meetings take place Stakeholders have a busy
tasks and advanced notice every Monday at 5:00 pm. schedule limiting availability
of difficulties and promptAny additional meeting for meeting making
circulation in new must scheduled well in efficiency a priority.
information. advance and take place at
the University of Alberta
(ETLC).
YES
SWOT Analysis
Together, the teams represents a great deal of knowledge and
Strengths:
experience and are proficient communicators and problems solvers
Weaknesses: Varying schedules make holding additional meetings difficult.
The team stands to benefit from this project primarily through the
Opportunities:
acquiring experience and expanding our references.
Failure to accomplish goals will lead to loss or reputation and
Threats:
academic standing.

The stakeholders, being the project team, collectively control the quality of work that is
done. Our experiences, thoughts, and ideas will shape every aspect of this project in an
attempt to provide a high quality finished product. The project team members are all
held accountable to each other and the project manager to meet the needs of the team
and client.
Stakeholder Expectations Management (Key Stakeholders only):N/A

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
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Consequences Resulting From Missed Principal Objective:
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Stakeholder Name: Undergraduate Mechanical Key Stakeholder (Y/N):

Engineering Students NO
Interests: The undergraduate mechanical engineering student’s interest in this project
revolves around their productivity remaining unencumbered. The students are to be
minimally affected by the move and in no way is their safety to be compromised. The
new laboratory must not create any noise that may affect students learning in class
room or study areas.

Communication
Limitations:
None of the undergraduate This stakeholder group
students have expressed represents a large number
any need or desire to be of individuals, it is nearly
N/A
informed of the about impossible to all of them..
planning progress or
direction
Telephone (Y/N): NO E-mail (Y/N) : NO
YES
SWOT Analysis
Students represent a great deal of knowledge and can be polled for
Strengths:
ideas, concerns, and constraints.
Weaknesses: Their numbers will make them difficult to survey.
Opportunities: Future labs in which they can utilize for their research.
Threats: Disruption to the students can hinder their productivity.

The stakeholder group must be affected as little as possible. The arrangement of the lab
must ensure that the limited study and classroom space in the Mechanical Engineering
building is not affected by laboratory noise. Students must also be able to access the
laboratory in the event teachers or researchers are T.A’s for their respective courses.

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
Page 25 of 35
Consequences Resulting From Missed Principal Objective
Page 26 of 35
Stakeholder Name: Researcher’s/Professors Using the Key Stakeholder (Y/N):

Laboratory YES
Interests: This stakeholder group requires a well equipped laboratory which allows
them to experiment and conduct analysis in a comfortable atmosphere. They expect
that the new laboratory will not be unfamiliar to them and that it is a safe place to work
and study. This stakeholder group must also not be greatly affected by the migration.
The plan must accommodate their schedules and experiments.

Communication
Limitations:
They require no updates or This stakeholder group is Stakeholders have a busy
communications on a extremely busy and do not schedule.
regular basis. They need require meetings.
only to be given specifics.
Telephone (Y/N): NO E-mail (Y/N) : YES
YES
SWOT Analysis
Stakeholder group represents a great deal of knowledge and
Strengths: experience. The stakeholder will also provide details regarding their
needs to help successfully plan the move and laboratory.
Weaknesses: Contact and consultation will be difficult.
A laboratory and migration which accommodates their schedule and
Opportunities:
research needs.
Failure to accomplish goals could lead to loss of research time and
Threats:
quality.

This stakeholder group’s requirements must be met as they work for the project team’s
client Dr. Lipsett. Their needs will help to define the true project scope as well as every
aspect of both the laboratory layout plan and migration plan.

The stakeholder group requires a plan that does not affect their research projects or
education. Their equipment must be moved safely and securely during a research
phase that allows for it to be moved.

Key Stakeholder
A smooth transition into the new laboratory
Interests:
Key Stakeholder
A fictional ergonomic laboratory
Priorities:
Principal Objective: Plan a functional laboratory and migration that meets the needs
Page 27 of 35
of the researchers
Consequences Resulting From Missed Principal Objective: Loss of research time
and potential losses in research due to experimentation alterations and or delays. Long
term research inefficiency.
Page 28 of 35

Stakeholder Name: Mechanical Engineering Technicians
NO
Interests: The provide the team with an idea of what assistance and resources will be
made available and can be used during both the planning and actual moving portions of
this project.

Communication
Limitations:
No communication is In person during working Stakeholder has a busy
needed. Details regarding hours at the University of schedule limiting availability
the schedule and plan will Alberta. for meeting making
need to be communicated. efficiency a priority.
YES
SWOT Analysis
Experience with similar laboratory relocation will allows for better
Strengths:
planning.
Stakeholder group has a busy schedule and requires advanced notice
Weaknesses:
to address questions/concerns.
Stands to benefit from project primarily through the gaining
Opportunities:
experience.
Threats: N/A

This stakeholder group will affect the scheduling of the project. They will, from a
technical and equipment perspective, inform the project team of what can and can’t be
done with the resources available to them.

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
Page 29 of 35

Stakeholder Name: Dr. Glen Thomas
NO
Interests: Dr. Glen Thomas is interested in minimizing the impact of the laboratory and
migration and the individuals that us the Mechanical Engineering building. He also
interested in what is required from him so he can find time to assist the team in the
planning process. Dr. Thomas would be interested in dealing with any discovered
deficiencies with respect to infrastructure to meet the needs of the researchers and
professors.

Communication
Limitations:
No communication is In person Thursdays Stakeholder has a busy
needed. Details regarding during working hours at the schedule limiting availability
the schedule and plan will University of Alberta. for meeting making
not to be communicated. efficiency a priority.
YES
SWOT Analysis
Experience with similar laboratory relocation and with administration at
Strengths:
the University of Alberta.
Weaknesses: Bust Schedule.
Opportunities: N/A
Threats: N/A

This stakeholder will have a minimal effect on the project provided that the rules and
regulations outlined in the University Calendar are adhered to. He is willing to address
any infrastructure deficiencies that the project team encounters to provide researchers
with the best possible lab.

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
Page 30 of 35

Stakeholder Name: Roger Marchand
NO
Interests: Roger Marchand interests include knowing well in advance specifics relating
to the logistics and scheduling of the movement of the large mill. He expects the
scheduling will not affect his ongoing commitments and activities.

Communication
Limitations:
No communication is In person during working Stakeholder has a busy
needed. Some Details hours at the University of schedule limiting availability
regarding the schedule and Alberta. for meeting making
be communicated. efficiency a priority.
YES
SWOT Analysis
A great Deal of experience with similar laboratory relocation and with
administration at the University of Alberta. Roger Marchand will also
Strengths:
be able to provide attritional resources in the form of advice, personnel
and equipment.
Weaknesses: Bust Schedule.
Opportunities: N/A
Threats: N/A

This stakeholder will not affect the scheduling of the project. The scope of the project
may deviate somewhat based on the experience and recommendations of Roger
Marchand. His advice will determine some specific details regarding the organization of
the new laboratory.

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
Page 31 of 35
Stakeholder Name: Professors Allocated Dr. Lipsett’s Old Key Stakeholder (Y/N):
Laboratory YES
Interests: The professors which need Dr. Lipsett’s old laboratory space are primarily
concerned with scheduling. The space is to be provided according to the date agreed
upon. The lab space is also to be usable; it should retain its entire infrastructure and be
“ready to move”.

Communication
Limitations:
No communication for the
stakeholder has been N/A N/A
requested.
Meeting (Y/N): NO Telephone (Y/N): NO E-mail (Y/N) : YES
SWOT Analysis
Strengths: N/A
Weaknesses: N/A
Stands to benefit from project by being provided with a clean ready to
Opportunities:
use lab.
Missing the relocation deadline could hinder other University research
Threats:
programs as well as the stakeholders’

The stakeholder influence on the project is minimal. The only affect is the state the old
laboratory must be left in as well as the delivery date of the old laboratory.

Key Stakeholder
The old lab space is clean and has all preexisting infrastructure
Interests:
Key Stakeholder
Schedule adherence.
Priorities:
Principal Objective: To relocate and setup a new laboratory according to the agreed
upon schedule
Consequences Resulting From Missed Principal Objective: Interruption to research,
loss of research time, and possible experimentation damage.
Page 32 of 35
Stakeholder Name: Guests/Visitors To The Mechanical Key Stakeholder (Y/N):

Engineering Building NO
Interests: This stakeholder group represents future students and their families as well
as potential investors and alumni. They are interested in viewing the building without
being hindered by the move. Visitor safety is paramount and will not be compromised.

Communication
Limitations:
No communication is
needed. Details regarding
the schedule and plan will N/A N/A
not need to be
communicated.
Telephone (Y/N): NO E-mail (Y/N) : NO
YES
SWOT Analysis
Strengths: N/A
Weaknesses: Stakeholder group may slowdown or interfere with migration.
Opportunities: N/A
The migration involves heavy equipment and Guests/Visitors present
Threats:
a liability when in the vicinity.

This stakeholder group will affect the scheduling of the project. I there is a major open
night or alumni function the move will need to be conducted around those events.

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
Page 33 of 35

Stakeholder Name: Vendors and Suppliers
NO
Interests: This stakeholder group will be provide various materials and services and will
need to be informed of the schedule well in at advance to provide them with
organizational time.

Communication
Limitations:
No communication is
needed. Details regarding
N/A N/A
the schedule and plan will
be communicated.
NO
SWOT Analysis
They will be able to provide suggestions and estimates for certain
Strengths:
aspects of the project.
Weaknesses: Associated cost may be outside of our working budget.
Opportunities: To provide the mechanical engineering staff with future services
Schedule threatens this stakeholder group, advanced notice is
Threats:
required by them.

This stakeholder group will affect the scheduling of the project. Some of the services
and materials needed during the migration and lab setup may affect laboratory
commissioning. The scope may also be affected as their services may provide many of
the new labs requirements.

Key Stakeholder
Interests:
Key Stakeholder
Priorities:
Page 34 of 35
References
Page 35 of 35

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Team Assignment – Part I Laboratory Development Project

March 7th, 2011 Team #1

Preliminary Project Scope

3. Product Scope Description

4. Project Scope Statement

7. Project Acceptance Criteria

10. Initial Project Organizations

11. Initial Project Risks

• Other labs may be moving at the same time.

12. Schedule Milestones

• Project Definition (Mar. 7)

• Final Report containing the migration plan. (April. 4)

10. Risk Register (Type I or Type II)

13. Budget Information

14. Cost Estimate

15. Project Configuration Management Requirements

16. Approval Requirements

17. Project Success Factors:

• Delivery of the 3 project deliverables

Project Name Laboratory Development Project

1 Problem/ Dr. Michael Lipsett intends to reorganize and consolidate some

2 Project To plan the setup of a new laboratory in the Mechanical

3 Project 1. An intermediate report outlining the work in progress

2. Final Report containing the completed relocation/migration

3. A Project Definition clearly outlining the objectives of this

4 Imperative 1. Flexible layout for future changes, as well as additional

2. Segregated laboratory consisting of two sections for

3. Infrastructure support for assistance in emergency

4. Proposed laboratory must meet Alberta codes / standards

5 Desirables 1. Relocation of the slurry pipeline in MEC E 2-14 to the new

2. A balanced environment with space allocated for a quiet

3. Collapsible furniture to increase the labs functionality and

6 Assumptions 1. MEC E department/administration will not propose any

2. UWS internet connectivity will be available within the new

3. Power supply shall be provided and will be interruption

7 Constraints 1. A minimum impact or disturbance to current research as

2. The budget is limited to $10000.

3. The existing labs must be vacated in order to

8 Stakeholders # Stakeholder Needs and Expectations

1 Project Owner Dr. Lipsett needs a smooth transition

2 Project Manager Project manager needs timely

3 Project Team Project team needs a good

4 University of Desires a fully functional laboratory

5 Students in Students who are not directly

6 Students Students need a well equipped

7 Technicians Technicians need clear guidelines

8 Dr. Glen Dr. Thomas’ need is to get a clear

9 Roger Mr. / Dr. Marchand’s need is to know

10 Professors The affected Professors’ need

11 Guests/Visitors Future students and their families as

12 Vendors Vendors supplying materials or

Who is Involved / Roles & Responsibilities

Team Goal & Objectives

Laboratories affected by the migration process will be thoroughly inspected for

Internal and External Communication

Resources Needed, Resources Available and Filling the Gap

Decision Making Procedure

Define Team Success

How will we Know we Arrived There

How will we Work Together? What are the Ground Rules?

Methods to Hold Team Members Accountable for Producing

Methods to Appreciate and Recognize One Another

Rewards & Negative Consequences for High & Non-Performers