1. Cornerstone Lab
GEB 3031L
April Edwards

2. Tonight’s Agenda Initial Client Contact Project Initiation Blueprint
Statement of Purpose
SMART Goal Setting
Documents from Text
Client Agreement Form
Project Manager
For Next Week

3. Initial Client Contact
Teams must arrange a meeting with their client ASAP!
Prepare Agenda/Minutes
Give a copy to client as follow-up
Business Casual Attire
Arrive On Time & Be Prepared!
Determine Preferred Method/Days/Times for Client Contact

4. Project Initiation Blueprint
Due Week 4 – worth 45 team points
Guidelines – Cornerstone Website
Components:
Statement of Purpose
SMART Goal
Worksheet for Identifying Project Objects
The 10 Worst Things That Could Happen
Client Agreement Form (revised*)

5. Blueprint - Statement of Purpose
2-3 pages in length
Outlines your team’s commitment to your project and will include:
Team Motto – why you chose it
Why project appealed to your team
Team’s initial impression of the client and how you will add value
Visualize your finished product
Instructor’s role in achieving your goal

6. Blueprint - SMART Goal
A one-sentence goal that describes what your project is going to accomplish/produce.
S – Specific
M – Measurable
A – Action Oriented
R – Realistic
T – Time-Limited
Example: By Nov. 15th, Team X will raise $1800 to be used for The Coalition to Save the Ducks to build a new duck habitat.

7. SMART Goal
In order to reach your goal, you must prepare the steps…Objectives.
Teams must submit at least 3 objectives
Don’t forget about the contingency plans!
Project Managers are required for each objective – each team member will be a PM during the semester

8. Project Mgrs. should track what needs to be done
Make sure
your objectives
are SMART
Project Mgrs. should track what needs to be done
Project Mgrs should assign duties

9. Contingency Plans The “key” to project success
Always have a contingency plan in case you fall short of target for an objective.
For Example:
When our speed dating event fell short, we executed our Contingency Car Wash to earn $200 by 10/13/08

10. Project Manager
A team member can only act as PM for one SMART Objective.
Opportunity to wear “Management Hat”
The PM is the individual who is most familiar with a particular objective. They study the objective, identify the tasks that need to be completed, and develop a timeline to insure success.

11. Staying SMART Meet Regularly Continuous Benchmarking Monitor Timelines
Face-to-face is best, but…
Virtual meetings are better than not meeting at all
Continuous Benchmarking
Are you meeting your targets?
How far ahead/behind are you
Monitor Timelines
Keep track of your other assignments and allow extra time

12. Staying SMART Execute Contingency Plans Appropriately
Don’t wait until it’s too late in the semester
Act on your back-up plans quickly
Trust Each Other and be Trustworthy
Do what you say you will do
If you can’t meet your obligations, let your teammates know ASAP

13. Staying SMART Communicate Regularly With your teammates (constantly)
With your client (weekly updates)
With you lab instructor (whenever you need advice, assistance, or a cheering section)

14. Blueprint - Text Resources
Must complete the following documents from your text:
Worksheet for Identifying Project Objects
Use this form to begin developing your objectives
Review business needs, stakeholders’ needs
The 10 Worst Things That Could Happen
What could stand in the way of success? Likely problems that may need to be addressed (weather, poor showing, team conflict)
Situation vs. Reaction

15. Blueprint - Client Agreement Form
Use the revised* form on my website
Standard “contract” for semester
Client Responsibility
Team Responsibility
Project Information
Skill Requirement
Signatures
Contact Information
All elements must be typed except for signatures

16. Miscellaneous
Consider using Team Contract (sample on my website) – not required
Begin drafting timesheets
25 hour minimum per student
One objective must be scheduled to end no later than Week 5

17. For Next Week… Blueprint due at beginning of class Team Information
No late papers accepted!
Team Information
Team Photo
Team Name/Contact Info
Team Client/Contact Info
Progress Report Presentations
Review guidelines (due week 5)
Pass/Fail (individual assignment)