Project Initiation Document
Project Scope Statement
Introduction
Purpose of the project
The purpose of the project is to create a mechanism to optimise sales leads for chiropractors and cosmetic surgeons. The process will be to map the sales process send traffic via social media networks on company official pages or website. We will first understand each phase that a prospect goes through before becoming a paying patient and then we will be optimizing each of these stages for maximum effectiveness from cold contact to loyal advocate.
Targeted Business Problem
Our business analysis has analysed that phenomenon of sales funnel leaks is exhibited in almost every industry at some point in the sales process. Contemporary businesses find it difficult to actually find out exactly at stage in the process they are losing sales. The phenomenon is very much discernible in health industry. Lack of understanding of the process patients go through before becoming a paying patients inhibits the process of locating sales leaks.
Project Methodology
The project will follow waterfall method to achieve the desired results.
Project Scope
| ID | WBS | Task Name |
| 1 | 1 | Digital Marketing Campaign |
| 2 | 1.1 | Initiation Phase |
| 3 | 1.1.1 | Intiate Designing Scope Statement |
| 4 | 1.1.1.1 | Clinic’s Current Sales process assessment |
| 5 | 1.1.1.2 | Communicate proposed changes in business processes |
| 6 | 1.1.1.3 | Conduct Meeting with project sponsor and major stakeholder |
| 7 | 1.1.1.4 | Milestone: Updated Process Solution |
| 8 | 1.1.1.5 | Incorporate Change Request in scope statement |
| 9 | 1.1.2 | Design Project Authority |
| 10 | 1.1.2.1 | Design Project Organization |
| 11 | 1.1.2.2 | Define Decision Making framework |
| 12 | 1.1.2.3 | Define Project Team Roles and Responsibilities |
| 13 | 1.1.3 | Define Budget |
| 14 | 1.1.3.1 | Carry Out Cost estimation |
| 15 | 1.1.3.2 | Seek Budget Approval |
| 16 | 1.1.4 | Presnting Project Scope for Approval |
| 17 | 1.1.5 | Milestone:Project Scope Approved |
| 18 | 1.1.6 | Conduct Preliminary Risk Assessment |
| 19 | 1.1.6.1 | Identify Risks and Constraints |
| 20 | 1.1.6.2 | Evaluate Risks and Constraints |
| 21 | 1.1.6.3 | Define Impact, Probability and Prioritise Risk |
| 22 | 1.1.6.4 | Define Risk Response |
| 23 | 1.1.6.5 | Milestone: Risk Register Prepared |
| 24 | 1.1.7 | Delineating Proposed Solution |
| 25 | 1.1.7.1 | Defining Requirements according to specification |
| 26 | 1.1.7.2 | Designing a Test Plan for proposed solution effectiveness |
| 27 | 1.1.8 | Define Acceptance Criterion |
| 28 | 1.1.8.1 | Agree scenario for project completeness |
| 29 | 1.1.8.2 | Define Quality Parameters |
| 30 | 1.1.8.3 | Agree an acceptance criterion |
| 31 | 1.1.8.4 | Define Project Sign off Process |
| 32 | 1.2 | Project Implementation Phase |
| 33 | 1.2.1 | Digital Leads Generation Plan Execution |
| 34 | 1.2.1.1 | Process for Lead Generation |
| 35 | 1.2.1.1.1 | Design/execute Campaign on DigitalMarketer.com |
| 36 | 1.2.1.1.2 | Execute Content Marketing |
| 37 | 1.2.1.1.3 | Transfering Customer data in to Online Data base |
| 38 | 1.2.1.1.4 | Design/Execute Consumer Engagement Plan |
| 39 | 1.2.1.1.5 | Measuring ROI |
| 40 | 1.2.1.2 | Validating Lead generation proces |
| 41 | 1.2.1.2.1 | Running QA audit: Locating Non-compliances and Compliances |
| 42 | 1.2.1.2.2 | Conduct Inspection: Check For Completeness of marketing messages |
| 43 | 1.2.1.2.3 | Client feedback analysis |
| 44 | 1.2.1.2.4 | Milestone: Process Validated |
| 45 | 1.2.2 | Conduct Patient Satisfaction Survey with New IT system |
| 46 | 1.2.2.1 | Questionnaire distributed at every visit |
| 47 | 1.2.2.2 | Analyse Customer feedback |
| 48 | 1.2.2.3 | Initiate Change Request If Required |
| 49 | 1.2.2.4 | Follow up change request |
| 50 | 1.2.2.5 | Ensure Continuous process Improvement is in place |
| 51 | 1.2.3 | Conduct Staff Training |
| 52 | 1.2.3.1 | Orientation of Staff with new system |
| 53 | 1.2.3.2 | Training Staff in new technologies |
| 54 | 1.2.3.3 | Test Acquired Skills |
| 55 | 1.2.3.4 | Milestone Communicate Training Result with Sponsor |
| 56 | 1.3 | Go Live: Launch Phase |
| 57 | 1.3.1 | Complete Final Documentation |
| 58 | 1.3.2 | Inform customers regarding new services |
| 59 | 1.3.3 | Initation of Installed IT processes in Live environment |
| 60 | 1.3.4 | Initate Outcome Monitoring |
| 61 | 1.4 | Project Closure |
| 62 | 1.4.1 | Communicate project results to project Sponsor |
| 63 | 1.4.2 | Initate Sign off process |
| 64 | 1.4.2.1 | Completeness Check according to acceptance criterion |
| 65 | 1.4.2.2 | Final Budget Release |
| 66 | 1.4.2.3 | Final Project Sign off |
| 67 | 1.4.3 | Record Lessons Learnt |
| 68 | 1.4.4 | Milestone: Project Complete |
