After defining and develop project plan, then administer and monitor project’s

implementation to ensure the success of the project, it’s now time organize the meeting to
review the overall project.
Post-project Review Meeting
Post-Project Review Meeting – Agenda
Topic: Building customer goodwill and satisfy its legal and Speaker Time
ethical obligations
Brief overview of project: Project 10 mins
The purpose of this project is to build the customer goodwill and Manager
satisfy the company’s legal and ethical obligations by
implementing a program to inform agents of legal and ethical
obligations (particularly with respect to WHS and anti-
discrimination legislation) and any standards or codes of conduct
followed by the organisation; promote high standards in
professional conduct (see Real Estate Institute of Victoria (REIV)
Code of Conduct and relevant legislation); inform clients, tenants
and potential tenants of MLR’s commitments; achieve employee
and client buy-in for initiative.

During implementation process, we experienced the over budget,

which is $15,799 (approval budget is $15,000). This lead to the
delay in some work items. However, the issues were found early
and resolved as soon as possible so all goals was met within the
timeframe.
Review by team: All 10 mins
Brief summary of the accomplishment:
- Goals, objectives, deliverables were met within the timeframe.
- Budget: over budget
- Success criteria was met.
(Detailed information will be described in “Post-review project
report”)
What worked/what could have gone better? All 20 mins
● What worked well?
- Project objectives are clearly clarified
- Everyone is aware of their roles and responsibilities
- Project tasks are clearly defined and structured
- Good communication plan
- Get enough resources and support
- Technology support from MLR
- Cooperation between all related departments
- Issue management and stakeholder management
● What could have gone better?
- Budget allocation
- Train employee properly
- Distribute task should be equal
- Recruit experienced employees
Lessons learned All 10 mins
- Good budgeting will affect the success of the projects
- The quality of employees will contribute important part in the
accomplishment of project’s objective
Next steps/improvement All 10 mins
- Training session should be organise monthly to improve the
quality of labour.
- Training new employees properly.
- Better indicators to better allocating budget for the project
Project Title: Building customer goodwill Project Client: Date:
and satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Page x of y
CEO – Max Thi To Nhu Tran Post-Project Review Meeting
Lionel

Signed role descriptions for sign-off

Role Name/s Responsibilities Signature/s
(if required)
Project Max Lionel Realty • Approving project plans, requesting ML
client/owner changes
• Raising issues and risks
• Approving milestones
• Releasing payments
• Accepting (or declining) the final
deliverables of the project.
Project CEO: Max Lionel • Make key business decisions for the Max Lionel
sponsor/project project
director/project • Approve the project budget
board • Ensure availability of resources
• Communicate the project’s goals
throughout the organization
Project manager Thi To Nhu Tran • Develop a project plan Nhu Tran
(Nina) • Manage deliverables according to the
plan
• Recruit project staff
• Lead and manage the project team
• Determine the methodology used on
the project
• Establish a project schedule and
determine each phase
• Assign tasks to project team
members
• Provide regular updates to upper
management
Manager of the Operations General •Makes the business decisions for the Kim
project manager Manager: program/project Sweeney
Kim Sweeney • Participates day-to-day in one or
more programs/projects
• Makes user resources available
• Approves work products
 • Disposes of issues and project scope
change requests
Project team • Contributing to overall project
members objectives
• Completing individual deliverables
• Providing expertise
• Working with users to establish and
meet business needs
• Documenting the process
Steering • Max Lionel (CEO) • Providing input to the development Max Lionel
committee/ • Riz Mehra (Chief of the project, including the evaluation
working party. Financial Officer) strategy; Riz Mehra
• Kim Sweeney • Providing advice on the budget;
(Operations General • Defining and helping to achieve the Kim
Manager) project outcomes; Sweeney
• Les Goodale • Identifying the priorities in the
(Human Resources project – where the most energy Les Goodale
Manager) should be directed;
• Sam Lee (Manager • Identifying potential risks; Sam Lee
Residential Realty) • Monitoring risks;
• Pat Misfud • Monitoring timelines; Pat Misfud
(Manager • Monitoring the quality of the project
Commercial Realty) as it develops; Client’s
• Client’s • Providing advice (and sometimes representative
representative making decisions) about changes to
• Tenant’s the project as it develops. Tenant’s
representative representative
Project Title: : Building customer goodwill and Project Client: Date:
satisfy its legal and ethical obligations Max Lionel Realty Version: 3
Project Sponsor: Project Manager: File Name: Page x of y
Max Lionel (CEO) Thi To Nhu Tran (Nina) Roles and Responsibilities

Budget variation report

Project name: Building customer goodwill and satisfy its legal and ethical obligations
Income Budget Actua % Variation
l
Project completion 50% 5000 5500 1.1
Project completion 75% 5000 5500 1.1
Project completion 100% 5000 5500 1.1
Total income
Expense Budget Actua % Variation
l
Sub-task 1.1: Identify the effective channels to communicate
1.1.1. Identify the type of message (legal and ethical 400 395 0.99
obligations; standards or codes of conduct)
1.1.2. Identify who the message will send to (agents) 400 400 1
1.1.3. Identify communication channels (emails, meeting, 400 395 0.99
etc)
Sub-task 1.2: Inform agents the message
1.2.1. Create company’s policies about legal and ethical 1500 1495 0.99
obligations; standards or codes of conduct
1.2.2. Elaborate the budget for the task 0 0 0
1.2.3. Inform agents the message through identified 1420 1690 1.19
channels.
Sub-task 2.1 Create a document about standards in professional conduct
2.1.1. Identify stakeholders to promote 400 396 0.99
2.1.2. Research to gather related information 1300 1550 1.19
2.1.3. Create a document (follow Real Estate Institute of 1300 1290 0.99
Victoria (REIV), Code of Conduct and relevant
legislation)
Sub-task 2.2 Promote to identified stakeholders
2.2.1. Promote information in a document by using 1500 1670 1.11
effective channels (meeting, training sessions)
2.2.2. Organize tests to assess the success of the task 800 850 1.06
2.2.3. Elaborate the budget for the task 0 0 0
Sub-task 3.1 Identify effective channels to inform
3.1.1. Gather list of clients and tenants 400 397 0.99
3.1.2. Identify effective channel (email) 410 405 0.98
Sub-task 3.2 Convey MLR’s commitments
3.2.1. Determine MLR’s specific commitment for clients 850 840 0.98
or tenants, which is write in professional language.
3.2.2. inform clients and customer via selected channels 1500 1450 0.96
3.2.3. Elaborate the budget for the task 0 0 0
Sub-task 4.1. Explain and communicate the outcomes of the project to employee and
clients
4.1.1. Develop objectives 800 796 0.99
4.1.2. Organize training session 1060 1210 1.15
4.1.3. Explain company’s expectation 560 550 0.98
4.1.4. Elaborate the budget to the task 0 0 0
Subtotal 15,000 15,779

TOTAL 15,000 15,779

Project Title: Building customer goodwill and Project Client: Date:
satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Page x of y
CEO- Max Lionel Thi To Nhu Tran Budget variation report

Handover report
Handover report
Initial overall objectives Building customer goodwill and satisfy its legal and ethical
obligations
Main goals:
● Inform agents of legal and ethical obligations (particularly with
respect to WHS and anti-discrimination legislation) and any
standards or codes of conduct followed by the organisation
● Promote high standards in professional conduct (see Real Estate
Institute of Victoria (REIV) Code of Conduct and relevant
legislation)
● Inform clients, tenants and potential tenants of MLR’s
commitments
● Achieve employee and client buy-in for initiative.
Agreed changes to objectives No
Final agreed deliverables
Item Budgeted Final Schedule Final date
cost cost date
Inform agents of legal and ethical 4,120 4,375 5/3/2021 8/3/2021
obligations and any standards or codes of
conduct followed by the organisation
Promote high standards in professional 5,300 5,756 7/3/2021 8/3/2021
conduct
Inform clients, tenants and potential 3,160 3,092 10/3/2021 15/3/2021
tenants of MLR’s commitments
Achieve employee and client buy-in for 2,420 2,556 9/3/2021 15/3/2021
initiative
Total 15,000 15,779
Issues summary
Item Strategy Date logged Date
resolved
Over budget Increased estimated budget 24/2/20212 25/2/2021
Research to gather related information
Over budget Reduce the frequency of 5/3/2021 8/3/2021
Inform agents the message through sending message.
identified channels.
Over budget Promote information online 4/3/2021 5/3/2021
Promote information in a document by (email).
using effective channels (meeting, Shorten the documents but
training sessions) keep important information.
Over budget Organise online test that will 7/3/2021 9/3/2021
Organize tests to assess the success of reduce those costs such as:
the task time, people, rooms, etc.
Organize online training 13/3/2021 15/3/2021
Over budget session, which is easy for
Organize training session employees to access, to
reduce cost (time, people,
rooms, etc.)
Documents attached
No. Title
1. Appendix Inform of procedures
2.Letters Recommendations

Thi To Nhu Tran Max Lionel Max Lionel Realty

____________________ _____________________ _____________________
Project Manager Project Sponsor Project Client
Project Title: Building customer goodwill and Project Client: Date: 15/3/2021
satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Page x of y
CEO – Max Lionel Thi To Nhu Tran Handover report

Post-review project report

Post-Project Review Report
Name of project: Building customer goodwill and satisfy its legal and ethical obligations
Date of meeting: 16/3/2021
Location of meeting: Conference room 1
Names of attendees: 7
1. Overview by Project Manager:
- Main objective: Building customer goodwill and satisfy its legal and ethical obligations
- Main goals that are achieved:
  Inform agents of legal and ethical obligations (particularly with respect to WHS and anti-
discrimination legislation) and any standards or codes of conduct followed by the
organisation
 Promote high standards in professional conduct (see Real Estate Institute of Victoria
(REIV) Code of Conduct and relevant legislation)
 Inform clients, tenants and potential tenants of MLR’s commitments
 Achieve employee and client buy-in for initiative.
- Brief summary of main issues when implementing the project (some work items are over
budget). However, they are resolved as soon as possible so the main objective was met.
2. Review by team of goals, objectives/deliverables and schedule as outlined in project
plan
Although it was later than the scheduled date, but in general, the team has achieved all the
main goals within a month (timeframe), since the date that they started developing the
project.
Deliverables Scheduled date Final date
Inform agents of legal and ethical obligations and any 5/3/2021 8/3/2021
standards or codes of conduct followed by the organisation
Promote high standards in professional conduct 7/3/2021 8/3/2021
Inform clients, tenants and potential tenants of MLR’s 10/3/2021 15/3/2021
commitments
Achieve employee and client buy-in for initiative 9/3/2021 15/3/2021
Met Missed Partially Comments
met
Project goal/s Yes No No Over budget
Objectives/deliverables
Inform agents of legal and ethical obligations Yes No No Over budget
and any standards or codes of conduct
followed by the organisation
Promote high standards in professional Yes No No Over budget
conduct
Inform clients, tenants and potential tenants of Yes No No Under budget
MLR’s commitments
Achieve employee and client buy-in for Yes No No Over budget
initiative
Success criteria
Customer goodwill is improved (good Yes No No Customer satisfaction
feedback from customers, understanding increased
MLR’s commitment, etc)
 Increasing in company’s income Yes No No Income increase 5%
since starting project
Agents are aware of legal and ethical Yes No No Agent’s awareness
obligations and any standards or codes of increased (survey)
conduct followed by MLR.
Schedule Yes No No Set scheduled date
early, so if there is a
delay, it’s still within
the timeframe
Budget Over budget
( variation: 1.05%)
3. What worked well; what could have gone better?
Worked well Could have gone better
Project objectives are clearly clarified Budget allocation
Everyone is aware of the roles and responsibilities Train employee properly
Project tasks are clearly defined and structured Distribute task should be equal
Good communication plan Recruit experienced employees
Get enough resources and support
Technology support from MLR
Cooperation between all related departments
Issue management and stakeholder management
4. Lessons learned
Good budgeting will affect the success of the projects
The quality of employees will contribute important part in the accomplishment of project’s
objective
5. Next steps / improvement plans
Training session should be organise monthly to improve the quality of labour.
Training new employees properly
Better indicators to better allocating budget for the project
Project Title: Building customer goodwill and Project Client: Date: 15/3/2021
satisfy its legal and ethical obligations Max Lionel Realty Version:
Project Sponsor: Project Manager: File Name: Page x of
CEO – Max Lionel Thi To Nhu Tran Post-review project report y