BSB52415 Diploma of Marketing and CommunicationBSBPMG522 Undertake project work ASSESSMENT 1: Assignment Case study – Max Lionel Realty Part 1 and Part 2 Student’s Name Jasmine Ayu Student Number 3077 Student Declaration I declare that the work submitted is my own. It has not been copied or plagiarized form any other person or resources Student’s Signature Jasmine Ayu Date Submitted 17th September 2017 including the project’s goals and objectives The Project Plan develop to achieve the highest returns for our clients and to deliver a client experience that is second to none in the industry. .the highest ethical standards with best-in band performance for clients The Project Plan defines the following: Project purpose Business and project goals and objectives Scope and expectations Assumptions and constraints Project timeline BACKGROUND AND INFORMATION Max Lionel Realty (MLR) was founded in 2008 by property developer Max Lionel. Besides to establish. Max Lionel Realty has been a member of the Real Estate Institute of NSW (REINSW) since 2008 and proudly follows the REINSW Code of Practice. the organization manages property sales and rentals (both residential and commercial) on behalf of a range of clients. the MLR brand . The organization also separately engages in investment activities. 80 of whom are licensed real estate agents. Through its client agents. within five years. such as property and land development. The company currently employs approximately 100 people.PROJECT PLAN MAX LIONEL REALITY INTRODUCTION Project Plan will provide a definition of the project. highly profitable organization Facilitates coordination and information sharing both internal and external to the participating organizations. .REINSW Code of Practice and relevant legislation) Inform agents of legal and ethical obligations (particularly with respect to WHS and antidiscrimination legislation) and any standards or codes of conduct followed by the organisation Inform clients.PROJECT APPROACH This section outlines the way we will roll out the plan. GOALS AND OBJECTIVES Business Goals and Objectives The business goals and objectives for this project will focus on implementing a report that: Engaging with customers and clients Building goodwill and reputation for integrity Supporting innovative thinking. and potential tenants of MLR’s commitments • Achieve employee and client buy-in for initiative Ensure that end users have input into the process. tenants. Facilitates coordinated conciliation measures between resident and park owner. Project goals and objectives: Promote high standards in professional conduct (see Real Estate Institute of NSW . Plan: Phase I: Organise into regions Phase II: Plan regional forums and book facilities Phase III: Distribute advertising and invitations to all residents Phase IV: Conduct Forums and deliver information Phase V: Collate resident responses and delineate subject matter Phase VI: Provide a comprehensive written report and make publicly available on the findings. including the highest level milestones. management and leadership skills creating a high-performance. Provides high levels of quality data. 3.identification strategies. professional conduct and ethical behaviour. It is integral to efficiency and effectiveness to productively identify. Responsible financial management . Value of money Value of money is the core principle underpinning procurement. objective and transparent manner can achieve the best value for money in procurement. Employees or directors must not seek to benefit from supplier practices that may be dishonest or unethical. 5. the implementation of appropriate risk. analysis. treatment. In general. Employees who have authority to procure goods and service must comply with the standards of integrity. 2. Probity and ethical behaviour The principles of probity and ethical behaviour governs the conduct of all procurement activities. a competitive process carried out in an open. PROJECT SCOPE AND DETAILS 1. Contracted organizations must be cost effective and efficient in the use of resources whilst upholding the highest standards of probity and integrity. evaluate. probity. Accomplish project business goals and objectives within defined budget and time parameters. The risks associated with procurement activity must be managed in accordance with the organization’s risk management policy. All potential contracted suppliers should have the same opportunities to complete for business and must be treated equitably based on their suitability for the intended purpose. Non discrimination This procurement policy is non-discriminatory. and where possible. Risk management Risk management involves the systematic identification. and manage risks arising out of procurement related activities. 4. Secures and maintains contractual and related documentation for the procurement which best protests the organization. Recognizes any industry regulation and licensing requirements. employees are to take into account. 6.The principle of responsible financial management must be applied to all procurement activities. Procurement planning In order to achieve value for money. Factors that must be considered include: The availability of funds within an existing approved budget Staff approving the expenditure of funds strictly within their delegations Measures to contain costs of the procurement without compromising any procurement principles. 7. Whole-of –life purchase price may not be a reliable indicator of value • That the initial purchase price may not be a reliable indicator of value The quality of locally made products The record of performance and delivery of local suppliers . Complies with the organization’s delegations policy. When planning appropriate procurement processes consideration should be given to adopting an approach that: Encourages competition Ensures that rules do not operate to limit competition by discriminating against particular suppliers. In making a value for money judgement between locally-made and overseas-sourced goods. each procurement process must be well planned and conducted in accordance with the principles contained in this document and comply with all of the organization’s policies and relevant legal and regulatory requirements. Buy Australian Made/ Support for Australian Industry Employees who are involved in procurement activities must make a conscious effort to maximize opportunities for Australian manufacturers and suppliers to provide products where there is practicable and economic value. they must advise the CEO and the Board of Directors immediately. following a request for expressions of interest and an evaluation of the submissions. Employees and directors are not permitted to personally gain from any aspect of a procurement process. All purchases under $5000 may be made from preferred suppliers without undertaking a competitive process. The flexibility. Purchases above $5000 where a preferred supplier exists should include a competitive process if practicable. capabilities. Report collusive tendering . Employees should be encouraged 9. and current availability. Should employees or directors become aware of potential conflicts of interest during the contract period. information and belief. It is in the interest of the organization that the pool of potential suppliers is actively maintained and updated. that at the date of engaging a contractor no conflict of interest exists or is likely to arise in the performance of the contractor’s obligations under their contract. convenience and capability of local suppliers for follow on orders The scope for improvements to the goods and ‘add-ons’ from local industry. 10. Suppliers can request to be evaluated for inclusion on the existing pre-register list at any time. Pre-registered list of preferred suppliers: Max Lionel Realty shall maintain a pre- registered list of preferred suppliers. This list is reviewed at regular intervals with admission of interested parties on a rolling basis. complete disclosure shall be made to the CEO and the Board of Directors to allow sufficient time for a review. fees. Care should be taken to ensure that such lists are used in an open and non- discriminatory manner. Avoid conflict of interest Employees and directors are required to be free of interests or relationships in all aspects of the procurement process. pricing. Employees and directors shall ensure that to the best of their knowledge. Prior to any situation arising with potential for a conflict of interest. expertise. 8. Max Lionel Realty encourages new contractors to provide information on their experience. 12.Employees should be aware of anti-competitive practices such as collusive tendering. This may involve: An invitation to organizations deemed appropriately qualified for a particular product or service (this may be appropriate for specialised requirements in markets where there is a limited number of suppliers or service provider). An invitation to tender to organizations on MLR’s pre-registered list of preferred suppliers of applicable. Any evidence of suspected collusion in tendering should be brought to the attention of the CEO and the Board of Directors. 14. 11. the list of preferred suppliers may be use. 13. Evaluation and contract award For projects being awarded. The type of competitive process can vary depending on the size and characteristics of the contract to be awarded. but also to the track record of the tender respondent and the degree of confidence that the panel has in the quality if the bid. It will be the normal practice to have the evaluation of tenders carried out by team with the requisite competency. consideration will be given not only to the most economically advantageous tender. Competitive process It is basic principle of procurement that a competitive process should be used unless there are justifiable circumstances. Direct invitation (Selective or restricted tendering) A process of direct sourcing to tender may be used. For purchases under $5000. Results of tendering process All tender respondents should be informed in writing of the result of a tendering process immediately after a contract has been awarded . meet project objectives. and adhere to budgetary constraints. etc. etc. and roles and responsibilities for each team member to achieve the deliverables according to standards. operations. Project must be coordinated with other organisational projects. as negotiated with your team).g. software and templates) will be provided. The Operations General Manager or the management (can be the assessor) will suggest project deliverables. presentations. information sessions. .000. after provisional approval. qualities assurance for deliverables. The structure of the work should include roles for project sponsor. development. implementation and evaluation stages (with periodic quality review). posters. All reasonable resources (e. to be covered by candidates. promotional materials. You may determine your own specific deliverables so long as they are agreed to with stakeholders. computers. access to a room.PROJECT CONSTRAINTS Three to four members who must be utilised and budgeted for. Project status reports are due at 50% of allotted timeframe. etc. Paper and telecommunication cost. Project should include design. All resources must be costed and included in your budget. Operation General Manager (the assessor) will determine composition of project team. Budget: $15. Project timeframe to be determined by Operations General Manager (the assessor as project sponsor). for example. technical experts. for example. project manager (yourself initially and. Sponsoring projects which affect operations of the organization as a whole. At the completion of financial quarters and at the end of projects Viewing budget variation reports and incorporating information into financial statement and financial projections. Works with the Human Resources Manager to coordinate systems and projects in order to achieve company-wide synergy . as well as the structural separation. Project manager Kim Sweeny Day-to-day running of the company. Overseeing budgets for cost centres and individual projects. Overseas the coordination. of the Residential. and Investments centres. and authorise large financial transactions. manage risk. CFO Riz Preparing quarterly financial statements and overall budgeting. set overall strategic directions. Commercial.STEERING COMMITTEE Role Names Responsibilities CEO Max Working with the Board of Directors to oversee the business. Training needs analysis and innovation. tenants. Employees incentives for performance in all areas . WHS and after categories in other legislation/codes of Raise organizational periodic customer conduct among agents. Improve client Percentage of customers Conduct of quarterly surveys: satisfaction with positive view of clients and tenants. Investment income Fulfil resourcing needs in accordance with policies and procedures. antidiscrimination. performance by 25% organizational responsiveness. clients. etc. 3 Engage workers with strategic Percentage completion of Management engagement with goals of business and support performance plans and employees to achieve greater professional development in performance buy in of organizational goals • line with strategic goals. management process. personnel related training programs completed Regular coaching Training needs analysis and training Strategic goals included in induction program for estate agents. Number of client/ tenant Ensure agents disclose potential complaints conflict of interest to clients. profile by 20% surveys. Agent income office equipment. quality training of agents. (Targets to be set by individual Include explanation of how managers Numbers of coaching activities work with sessions completed organizational strategic goals in all communications to internal Numbers of operational. personnel. cars. Development of ethical charter. tenants. SUMMARY OF OPERATION PLAN Objectives Performance measures Task 1 Engage with customers/build Percentage of brand Project to raise awareness of ethical profile: recognition in sought. including principles all agents must follow 2 Increase revenues by 20% Total income Investigate resourcing needs: within the third quarter Number of agents. Research incentives for :Safe work achievement and healthy lifestyle . relevant to operational and strategic goals 4 Improve health of employees Numbers of injuries Training needs analysis and (range of specific areas) (Target = 0). training on WHS and implementation of recently Numbers of absentees launched MLR WHS management system.