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PEOPLES BANK

Reducing the existing time of POD
system
Project charter
Revision #1.0

Contents
Project overview......................................................................................................3

.......................................................................... Risk Management.................................................................................................................10 19.. Project Cost Estimate...................................................10 Appendix...........................................................7 12...................................................... Project objectives...........................6 11................................................. 4 6.............8 13....... Project scope......3 3................................................................................................................................................. Organization and Responsibilities............................ Process Options and Deviations.... Project Deliverables and Quality Objectives........ References.................................................6 10......................................................................................................8 15.... Approvals.....................................................................11 2 .....4 Project approach.....8 16............. Project Facilities and Resources...............................................................................9 18..............................................6 9..... Project purpose........................................................................... Stages........5 8....9 17......... Project Control.....................4 5....5 7............. Plans for Support activities.......................3 2............................................................... Project Schedule............... Project Effort Estimate............................1............... Outstanding issues.......................................... Quality Control Activities..............................8 14...................3 4...................... Dependencies..................................

Project scope. Standard: . Project objectives. Out of the scope. Outstanding issues. to execute the task I agreed with the client to grant the ultimate results with founding and the project is expected to last not more than 5 months and will result in a better understanding of employee requirements by the Peoples Bank.Project overview 1. The main purpose of this report is about analysis of desired tate and current state of providing premenant overdraft of Peoples Bank Sri Lanka. 2. 3.Measuring the level of employee satisfaction. Peoples bank has requested to give recommendations in order to reducing the existing time of POD system by getting a practical knowledge on that process. Project purpose. Discussion with the customers.By collecting data through employee survey Condition: .  Selecting staff members in Peoples Bank Senkadagala Branch.Identifying the factors to reduce time in POD system Performance: . In the scope  Process starts and finish as per the system chart. what are the features to be emphasized. 3 . 4.  Having discussion with the employees and practical involvement. The objectives of the project can be mention under standard. how they should motivate their employee in order to make the competitive advantage. from this project Peoples bank will have a understand how does the other banks have been changed their process in oder to provide their service immidiately in order to compete with their rivals. performance and condition. The project scope is as follows. As a trainee.

Project Deliverables and Quality Objectives. The client takes more time to approve the project proposal than expected time. R. Approvals Mr. References. 6. Project approach 7. the final approval for the charter will be approved by Mr. 4 . Rathnayake project manager will give the approval to this project in its first release. No such references. Rathnyake . 5. After referring by stakeholders. kodithuwakku the project leader and Mr.  Statement files  Current account statements.Project Manager.  It was very difficult to continue the discussions while the loans officer is working because there is only one loans office who is handling all the POD activities and the Loans activities  Difficult to handle the POD process by one officer. S.Ariyarathne . Approval of this document will be confirmed through the distribution of the document to all project stakeholders and to the publication of the document on the project deliverable File.Client and Mr.

Prepared POD limit. Quality Control of each activity should be done by the responsible person that accomplished and if the activity is not up to the standard an action should be taken immediately. POD files. Application numbers. Dependencies The most critical dependency within the scope of this project is our reliance on timely and effective communication and support from the client and the customers and staff members. Evaluation committee decisions Business income report.                  Applications. Letter Granted POD 8. Inspection files. 5 . Valuation report. Organization and Responsibilities. 9. Crib report. Credit limit after checking Approved POD limit Securities Legal documents Approved Securities Mortgage bond. We also have dependency with the technical team provided by the bank in order to do the updates for the branch teller system and give facilities to work online to the computer machines for the employees. All the responsible Project team members and staff members are allocated according to the activities identified in the Gantt chart. Proposal with relevant documents.

For that Top management must provide circulators regarding new systems.10. Training programs: . There should be an IT consultant to each regional office/ branch to help the officers to use this new system. 11. Men (M1 )       Machines and Equipments (M2) Loans officer (a1) Loans officer (a2) Branch manager (b) Inspection officer (c1) Inspection officer (c2) Regional manager/ Asistant general  manager/ Asistant regional manager (d) Legal officer (e)     Pen (f) Computer (g) Printer (h) Fax (i) 6 . Project Facilities and Resources. Plans for Support activities.All the staff members must have training sessions regarding advantages of using new technology in order to gain the competitive advantage for the bank before starting to use newly upgraded computerized systems and other facilties. Practical sessions: .once the new systems have been installed there should be trial sessions to start using new systems.

Process Options and Deviations. Process options are done through System Chart. Stages. after identifying the 3. 7. 14. 8. This project is being conducted in a staged approach.  The risk of whether the staff members are providing the reliable  information. 13. 5. 4. with each successive stage including additional levels of detail.Material (M3)           Notepad (j) Statement files (k) Applications (l) Documents (m) POD register (n) Legal documents (r) Inspection file (o) Business income report (p) Mortage report (s) Securities (t) 12. Identifying the problem 2. Risk Management. 6. problem Carry out a situational analysis based on ISO 9001: 2008 Quality Standards Design the ideal management system and identify the constraints Design the PMS and develop the 3W program Implementation of practical management system through 3W program Generate the report Provide the solution to the problem 7 . The stages for this project are: 1. The risk of availability of resources. Grant the approval from the top management to carry out the project.

 Set QQTC for each activity  Measure QQTC of each activity  Identify the gap  Choose the right response to bridge the gap. Quality Control Activities. 17. identification issues from the current process and raising the questions. The controlling process of this project is consists with two dimensions.15. 8 2 January (Weeks) 3 4 5 1 2 3 4 5 . study the process. Project Control. In here the checking process include following activities. Time Activity November December (Weeks) (Weeks) 1 2 3 4 1 1. Project Schedule. such as checking and actions. work under the loans officer. Because the weakness and the conditions are met in the checking process. Controlling of this project is done by checking the activities and the data entered to the POD process. Because the ultimate result should be accurate and confidential process. Handle the prcoess 4. 2. This is very important in order make correction of the data and activities which are consist with mistakes. 16. Process checking empowers to active the monitoring mechanism developed in the current management system. 3.

E. Develop the new process and chart make the correction 6. study about the results of this process 18.M. Rathnayake (Project manager) 6days Mrs . Study and involve with the instalation of process 7. Team Member/Role Estimated Effort (in days) Mr . Ranjith Kodituwakku (Project leader) 10days Mr. Project Effort Estimate. 30% will be getting from the total of the project cost. Welagedara (Team member) 50 days Mr. the other 70% will get. Project Cost Estimate When the proposal has been approved by the client to carry in the project. 9 .I. Ekanayake (Project assistant) 30 days Mrs nirusha (Team member) 50days Mr.5.M. Nalin 40 days 19.K. When complete the project successfully.

The following questions are being used in order to analyze the Gap between the current management system and the desired management system. How to respond with the resources to bridge the above gap for having the desired results? (results) 9. 3. 5. How to audit the above steps to ensure the continual improvement? (System audit) 10 . 6. 2.Appendix. 4. 1. How to establish records to provide evidence of conformity to above requirements? (control of records) 10. Who are the beneficiaries from the intended system? (external/internal customer) What are the requirements of external/internal customers? (outputs) What is the purpose of the intended system? (outcome) What are the resources available for the intended system? (inputs) What is the system boundary? (scope) What is the process to transform the resources (input) to achieve the objective (outcome) of the system? (transformation) 7. How to compare the desired results (objective) and the achieved results (objective) and identify the gap? (stimulus) 8.

11 .Appendix 2 system chart Appendix 3 Gantt chart.

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