Project Plant Pals

Operations & Training Plan

February 22nd

Document Status: Draft | In Review | Approved

Executive Summary:

The Plant Pals project aims to launch a new service focused on providing plant delivery to customers. As
the project manager, our responsibility is to develop an Operations and Training plan to ensure the
smooth day-to-day operations of the service. This plan encompasses establishing efficient operational
processes and implementing comprehensive training procedures for support teams. The ultimate goal
is to achieve a 5% revenue increase for Office Green by delivering 95% of orders on time within one
month of launch and training 90% of employees before the official service launch.

Project Goal

SMART: Specific, Measurable, Attainable, Relevant, and Time-bound

● To establish efficient operational processes and comprehensive training procedures
within six months, ensuring that 95% of orders are delivered on time within one month
of launch.
● 90% of employees are trained before the official service launch, thereby supporting the
larger project objective of achieving a 5% revenue increase for Office Green

Deliverables

1. Plant delivery and logistics plan: Developed plan to ensure 95% of orders are delivered
 on time within one month of launch, including procurement of delivery trucks, hiring
drivers, and establishing delivery fees.
2. Order processing and supply chain management software setup: Selection, installation,
and maintenance of software to ensure efficient revenue streams, with the goal of
having all orders packaged and ready for shipment within two business days of
placement.
3. Employee training program: Development and launch of training program aiming to
train 90% of employees before the official service launch, including a communications
plan, training materials, and scheduling of training sessions.

Business Case / Background

Why are we doing this?

● The implementation of the Operations and Training plan is crucial for the success of
the Plant Pals project. By establishing efficient operational processes and ensuring
high-quality customer experiences, the plan contributes to the overall goal of a 5%
revenue increase for Office Green. Investing in this plan will mitigate potential revenue
losses due to late shipments and cancellations, ultimately driving sustainable growth
and profitability.

Benefits, Costs, and Budget

Benefits:
● Support new service leading to 5% revenue increase, reduce late shipments
and related costs, increase customer satisfaction

Costs:
● Price of software, installation fees, time spent on hiring and training

Budget needed:
● $75,000

Scope and Exclusion

In-Scope:
● Project Charter for the tablet rollout.
● Adjustments to the project goals to incorporate metrics related to food waste
reduction.
● Revising metrics to capture kitchen staff performance, particularly in relation to
 customer wait times.
● Discussion and potential adjustments to improve kitchen staff satisfaction,
provided specific metrics can be defined and incorporated into the project
scope.
● Amendments to the project charter as necessary based on agreed-upon
changes.
Out-of-Scope:
● Policy changes regarding order returns due to error. This will be addressed
separately from the tablet rollout project.
● Defining specific policies or policy changes. Deanna and Carter will work on
policy adjustments independently of the project.
● Direct measurement of employee satisfaction as a project goal. While
improving kitchen staff satisfaction is acknowledged, it will be addressed
independently of the tablet rollout project.
● Any other topics not directly related to the tablet rollout project charter or its
specific goals and metrics.

Project Team

Project Sponsor: Director of Operations

Project Lead: Project Manager (You!)

Project Team: Fulfillment Director, Quality Assurance Tester, Inventory Manager,

Financial Analyst, Human Resources Specialist, Training Manager

Additional Stakeholders: VP of Customer Success, Account Manager, Receptionist,

Sales Director, Sales Team, Marketing Director, Investors

Measuring Success

What is acceptable:
1. Percentage of orders delivered on time within one month of launch (aiming for 95%).
2. Percentage of employees trained before the official service launch (aiming for 90%).
3. Reduction in revenue losses from late shipments and cancellations.
4. Adherence to the $75,000 budget.
5. Customer satisfaction ratings and feedback.