1. Strategy, Projects & Programs
Strategy is implemented through projects.
A project is a temporary endeavor undertaken to create a unique product, service or result.
A program is a group of related projects designed to accomplish a common goal over an extended period of time.

2. Characteristics of a Project
Established objective/s
A defined life span with a beginning and an end
Usually, the involvement of several departments and professionals
Typically, doing something that has never been done before
Specific time, cost, resource and performance requirements

3. Action Plan Work/Process Breakdown Structure Time Estimates
Cost Estimates
Organizational Resource Requirements
Performance Requirements, Deliverables & Assignment of Responsibilities

4. Work/Process Breakdown Structure (WBS/PBS)
WBS: a hierarchical method that successively subdivides the work of the project into discrete, smaller detail PBS: a hierarchical method used when the outcome results from a series of steps or phases

5. Work Breakdown Structure Example
New Restaurant Concept
Menu Development
Facilities Design
Management Development

6. Process Breakdown Structure Example
Develop a New Menu
Choose Menu Type and Menu Cycle
Develop Menu Items
Price Menu Items

7. Combined Work/Process Breakdown Structure Example
New Restaurant Concept
Facility Design
Menu Development
Choose Menu Type & Menu Cycle
Develop Menu Items
Price Menu Items
Management Development
Level 1
Level 2

8. Issue, Recommendation & Objectives
Issue: How can Chipotle leverage its employee-friendly compensation and reward practices to motivate empowered employees and deliver a dining experience that is far better than what fast food companies can offer?
Recommendation: Implement a customer-driven incentive system that rewards employees who exceed customers’ expectations of fast food and fast-casual restaurants
Objectives:
1) Chipotle will receive a higher Consumer Reports dining experience rating (currently at 83) than Rubio’s (at 84) and Taco Bell (at 73) in 2016 & 2017.
2) Chipotle will meet Trefis forecasts for average number of visits per restaurant per year of 208,000 in 2016 and 216,000 in 2017.

9. Work Breakdown Structure
Customer-driven employee incentive program
Define goals from employee & customer perspective
Develop employee-& customer-relevant metrics
Design program mechanics and reward schedule
Develop promo campaign
Develop budget and secure approval
Finalize details
Launch program
Monitor results

10. Select ONLY 3 Level 1 Tasks
Customer-driven employee incentive program
Define goals from employee & customer perspective
Develop employee-& customer-relevant metrics
Design program mechanics and reward schedule
Develop promo campaign
Develop budget and secure approval
Finalize details
Launch program
Monitor results

11. For each task selected…
Develop time estimates
Develop cost estimates
Human, physical, technological & organizational resource requirements
Performance requirements, deliverables & assignment of responsibilities
Note: All of these must be covered for each task that you choose to discuss and discussed separately for each task

12. For each task selected…
Develop time estimates; you can include:
Start date/s, End date/s, Latest start & end dates, etc.
Contingency plans for delays
Scheduling policies and procedures
Penalties and rewards for early completion, meeting and missing deadlines
Etc.

13. For each task selected…
Develop cost estimates; you can include:
Planned costs and allowances
Spending, reporting and auditing policies and procedures
Sources of funds, cost of funds
Penalties and rewards for savings, meeting budgets, cost overruns
Etc.

14. For each task selected…
Human, physical, technological & organizational resource requirements; you can include:
Staffing, task assignments
Organizing mechanisms for coordination and control
External stakeholder involvement
Infrastructure/technical support
Etc.

15. For each task selected…
Performance requirements, deliverables & assignment of responsibilities; you can include:
Contribution to strategic/financial objectives
Output, reports, tracking best practices
Task leader/s, project liaison/s
Penalties & rewards for quality of deliverables
Etc.

16. Other guidelines for the AP
Place your WBS/PBS in the Appendix
Just state the tasks and details as listed; you do not have to explain the how’s or the why’s. Number each task that you discuss (i.e. Task 1, Task 2 & Task 3).
Make sure that each task selected is clearly identified and discussed separately from each other; DO NOT COMBINE THEM

17. The Appendix Section This is not included in the page limit
Must include the ENTIRE WBS/PBS diagram with ONLY first level tasks. Mark the three (3) tasks that you discussed in the report.
Explain from where and/or how the financial and strategic objectives were derived.