Career Portfolio_Candi Morrow

CANDI MORROW

CAREER PORTFOLIO 2016

I, Candi Morrow, am the author of all materials contained within this career portfolio. This is my original work, and it is an honest representation of my skills.

TABLE OF CONTENTS

Contents

Mission Statement_________________________________________________________________________________________1

Elevator Speech____________________________________________________________________________________________2

Education__________________________________________________________________________________________________3

Plan of study__________________________________________________________________________________________________________3

Academic History____________________________________________________________________________________________________4

DeVry Course Descriptions_________________________________________________________________________________________8

Resume___________________________________________________________________________________________________10

Professional Development and Training_______________________________________________________________14

Reference Letters________________________________________________________________________________________15

Letter 1 – Transferrable Skills_____________________________________________________________________________________15

Reference List & Contact Info___________________________________________________________________________16

Reference List_______________________________________________________________________________________________________16

Contact Info_________________________________________________________________________________________________________16

Awards and Accomplishments__________________________________________________________________________17

Volunteer History and Professional Affiliations_______________________________________________________18

Volunteer History___________________________________________________________________________________________________18

Professional Affiliations___________________________________________________________________________________________18

Career Pathing___________________________________________________________________________________________19

Work Samples____________________________________________________________________________________________20

ASP.NET Website___________________________________________________________________________________________________20

Login Screen_____________________________________________________________________________________________________20

Main Menu_______________________________________________________________________________________________________21

Contact Info Form_______________________________________________________________________________________________22

Project Management Plan_________________________________________________________________________________________23

Executive Summary_____________________________________________________________________________________________25

Project Charter__________________________________________________________________________________________________27

Mission/ Purpose_________________________________________________________________________________________________27

TABLE OF CONTENTS

Objectives__________________________________________________________________________________________________________28

Project Budget (Cost Management)____________________________________________________________________________35

Resource Management__________________________________________________________________________________________36

Project Update Summary_______________________________________________________________________________________38

MISSION STATEMENTMISSION STATEMENT

Mission Statement

I am determined to make a better life for myself and my family, as well as improve the lives of others. I will work hard, and never become complacent, and I will instill this same sense of responsibility in my children. I will do this by:

• Remaining true to myself and my core values

• Always exhibiting a passionate and positive attitude

• Remembering my personal goals of: self-confidence, self-worth, honesty, hard work and determination

• Giving back to those less fortunate than me in the form of donations and volunteer work

• Living life to the fullest, and spending quality time with family, friends, and people that are like-minded in their core values

Page 3


Elevator Speech

Hi, my name is Candi Morrow, nice to meet you. I’m currently a senior at DeVry University majoring in Computer Information Systems, and plan to become a computer programmer upon graduation. I enjoy developing computer programs, and working in a team. I have honed these skills through past experience as a manager in the banking industry, and working in teams on multiple projects throughout the courses I’ve taken at DeVry. I’m a hard worker, and a fast learner, with a 4.0 GPA, and I feel like I am a great fit for your organization. I would love to hear more about the available positions you have within your organization that you think I am well-suited for.

Page 4


Education

PLAN OF STUDY I plan on graduating with Honors from DeVry University in May 2017, with a Bachelor’s Degree in Computer Information Systems. This will be after 3 years at Rio Salado College where I earned a 4.0 GPA and transferred to DeVry University. I have sustained a 4.0 GPA as a full-time student at DeVry while working as a stay-at-home mom with two young children, and working part-time as a teacher’s aide.

Page 5


ACADEMIC HISTORY

Page 6


Page 7


Page 8


Page 9


DEVRY COURSE DESCRIPTIONSDeVry Computer Information Systems program graduates are prepared to successfully join the workforce as technical and management professionals in a variety of industries. CIS graduates play essential roles on the business team, typically designing and implementing hardware and software solutions to business problems. They are also expected to possess knowledge, experience and skills that will enable them to adapt to change in this dynamic field through a lifelong learning process. The following is a list of all DeVry courses I’ve taken, including their course descriptions.

Page 10


Page 11


Resume

Candi Morrow3540 E Voltaire Dr, Phoenix, AZ 85032, United States

Mobile: 602-326-3927, [email protected]

LinkedIn Profile: www.linkedin.com/in/candi-morrow

JOB TARGET

Web Developer / Programmer

SUMMARY OF QUALIFICATIONS

• 10+ years’ experience in customer service/sales, and 5+ years’ experience as a Manager

• Knowledge of programming languages. Proficient in C#, HTML5, JavaScript, ASP.net

• Knowledge of web programming including the ability to design, create, and modify Web sites.

• Capabilities include: Working well in a team, leading a team, communication, problem-solving, computer use manipulating data, typing 75+ WPM

• Bachelor's Degree in Computer Information Systems (Expected Grad Date: May 2017), 4.0 GPA

• Member of the National Society of Leadership and Success (Sigma Alpha-Pi),

SKILLS• Knowledge of C#, JavaScript, HTML5, ASP.net, Visual Studio, Object

Oriented Programming, Software Development Lifecycle• Familiar with web applications and able to review, and modify existing

programming systems• Experience with encoding, testing, and debugging• Hardworking, reliable, able to collaborate in a team enterprise.• Strong organizational skills.• Detail-minded, perceptive, can identify and correct problems impeding

organizational progress and performance.• A high-energy, enthusiastic and dependable individual who excels in

challenging and competitive environments.

Page 12

mailto:[email protected]


• Effective Listener• Ability to persuade others, and problem-solve• Project Management• Client-Relationship Building• Professional Presentations• Sales & Marketing

EDUCATION

B.A., Computer Information Systems, Minor: Enterprise Computing May 2017

DeVry University, City, State, GPA: 4.0, Major GPA: 4.0 - In addition to general education requirements taken at the college level, I have taken the following Computer Information Systems courses while maintaining a 4.0 GPA:

Essentials of Accounting, Introduction to Business & Technology, Project Management, Logic & Design, Architecture & Operating Systems, Intro to Engineering Tech & Information Science, Principles of Information Systems Security, Object-Oriented Programming, Web Interface Design , Web Application Development, Structured Analysis & Design, Introduction to Database and Object-Oriented Analysis & Design

Special Projects:I was the team leader for during my Project Management Course, and was responsible for assigning roles and responsibilities to each member. We created a company and designed a project from start to finish including scope statement, work breakdown structure, contract agreements, and scheduling timeline. Our team received full credit and a 100% score on our final course project. This shows my ability to lead a team, and effectively maintain communication even while working remotely through an online school atmosphere.

Honors:

Dean's List - All semesters Member of the National Society of Leadership and Success, Sigma Alpha

Pi 4.0 GPA

WORK EXPERIENCE

Teacher's Aide February 2016 to Present

Page 13


St. Marks, Phoenix, AZ • Effectively assisted in organizing and planning class curriculum• Applied classroom management skills and curriculum knowledge.• Worked well as a team member or independently.• Participated in multi-class, multi-age activities to increase student

interpersonal skills.• Volunteered to organize and serve as chaperone for after-school programs.• Effectively listened and problem-solved to come up with solutions for each

individual child

Assistant Banking Center Manager March 2010 to September 2013

MidFirst Bank, Phoenix, AZAssisted in managing an entire banking center of 12 employees, along with the individual management of the Personal Banking Sales team of 3 to develop relationships and deliver marketing in our target distribution area. Established individual goals and quotas, and managed individual performance to meet monthly new account goals of 30 new customers and cross-sell above 4.0

Developed Microsoft Excel tracking program for sales team to manage their pipeline, increase cross-sell, and further develop relationships with customers

Created Marketing Fliers using Microsoft Word, PowerPoint, and Excel to increase productivity of staff

Developed PowerPoint Presentations for staff meetings, along with individual computer tracking systems for each sales member based on their goals (using Microsoft Excel).

Analyzed declining sales and new customers, and implemented weekly sales meetings with personal bankers to strategize and increase our new customer portfolio by 25% in the first quarter

Conducted monthly branch meetings to discuss sales goals and performance, as well as maintain staff morale

Maintained a mortgage pipeline of over 2 million dollars Consistently grew customer relationships by scheduling follow-up

appointments, cold-calling, and marketing door to door.

Technical Support & Sales Representative August 2009 to March 2010

Go Daddy, Scottsdale, AZProvided technical support and customer service in a call center environment with over 300 customers in the call queue at a time. Effectively kept phone calls under 7 minutes while maintaining customer accounts, correcting technical problems, and closing new sales with each phone call. Met sales

Page 14


goals on a daily basis, and quickly promoted to day shift within 3 month of being hired. Assisted customers in setting up their websites, along with web hosting, design, and search engine optimization.

Demonstrated high quality, results-driven, prompt, and professional customer service and support to instill confidence in technical advice and directions.

Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills.

Surpassed colleagues' performances, frequently serving up to 75 customers daily in a high-pressure call center environment where customer inquiries required technical assistance as well as new sales.

Consistently met and exceeded sales goals. Promoted from third shift to first shift position within 3 months of being

hired due to high sales and customer call satisfaction. Consulted with customers to assist in developing website through web

programming system using HTML and Dreamweaver. Assisted customers with Search Engine Optimization (SEO) using web

tools provided within Go Daddy's hosting system Assisted customers with purchasing domain names, setting up email

accounts, and correctly setting up their web hosting

ACTIVITIES AND HONORS

Dean's List every semester at DeVry University 4.0 GPA with DeVry University Member of the National Society of Leadership and Success, Sigma

Alpha Pi Volunteered for Sunday School Preschool St. Mark’s Lutheran Church. Volunteered as a preschool teacher assistant every week for 4

months at St. Mark’s Lutheran Preschool Achieved "Cactus League" Award in 2012 with MidFirst Bank due to

meeting sales and service goal criteria

Page 15


Professional Development and Training

• ISO Training

• Banking Management Training

• Teacher’s Aide Training

• Object Oriented Programming

• SQL Database

Page 16


Reference Letters

LETTER 1 – TRANSFERRABLE SKILLSLauren M. Eslinger14230 N. 37th StreetPhoenix, AZ [email protected]

September 25, 2016

Re: Recommendation for Candi M. Morrow

To Whom It May Concern:

It is with immense pleasure that I recommend Candi Morrow for a position of employment. Throughout my working experience with Candi, she demonstrated a proven record of delivering exceptional business results; executing flawlessly with a lens on both quality and efficiency while navigating complex topics and competing priorities.

Building strategic working relationships and fostering an environment of trust and teamwork enable her to deliver impactful contributions in both a leadership capacity as well an individual contributor role. Her level of conceptual thinking coupled with attention to detail and analytical mindset result in her ability to provide innovative solutions.

Furthermore, she holds integrity in the highest regard, is dependable and consistently serves with a client focused mindset.

Please feel free to contact me with any questions or to further discuss my advocacy for Candi Morrow.

Sincerely,

Lauren M. Eslinger Relationship Manager

Page 17


Reference List & Contact Info

REFERENCE LIST

Reference Name

Title Company and Location

Contact Phone

Contact Email

Lauren Eslinger

Relationship Manager

VanguardScottsdale, AZ

480-628-0783 [email protected]

April Truncellito

Department Budget Supervisor

City of PhoenixPhoenix, AZ


Donna Kaehr Fee Based Services Tech

American ExpressScottsdale, AZ


Pamela Hardy

Director St. MarksPhoenix, AZ


CONTACT INFO

CANDI MORROW [email protected]

Page 18


Awards and Accomplishments

• Selected to be a member of the National Society for Leadership and Success, Sigma Alpha Pi

• Dean’s List every semester at DeVry University

• 4.0 GPA

• Winner of the Cactus League Award at MidFirst Bank for meeting all goal criteria including: customer service scores, cross-sell ratios, new customer accounts, and sales

Page 19


Volunteer History and Professional Affiliations

VOLUNTEER HISTORY

• Volunteered with Habitat for Humanity 2 times a year from 2002 – 2006

• Volunteered with Auction and Event Solutions from 2008-2011

• Volunteered as a Sunday school teacher at St. Marks Preschool throughout the year in 2015 and 2016

• Volunteered as a preschool teacher Monday thru Friday from February 2016 – July 2016 to assist the school

PROFESSIONAL AFFILIATIONS

• National Society for Leadership and Success, Sigma Alpha Pi

Page 20


Career Pathing

• 1 year goal – Find an entry level position that allows me to get my feet wet in the industry and gain some experience in the industry

• 2 year goal – Move up from entry-level and find a job more specific to the “skills” I possess and the unique qualities and experience I have based on the experience I gained in the entry-level position.

• 5 year goal – Find a position with a company (preferably the one I am will already been working for) that I can stick with for the rest of my career, increase my salary, and possibly work virtually from home freeing up my travel time and allowing me more time with family.

Page 21


Work Samples

ASP.NET WEBSITE This Website was created for my CIS407A class using ASP.net (Visual Studio). This website incorporated a user login page that would notify the user if their login attempt was unsuccessful. This unsuccessful login would generate an email to the admin for the account letting them know that someone tried to access the system and failed. Once the user is logged in, the main menu would appear, and depending on their security level only certain options would be available. For example, the supervisor role could access secure employee information and add/delete/modify employees. A regular employee could view basic employee information but could not access sensitive data and was unable to make changes. The screenshots below will let you see what the finished product looked like.

Login Screen

Page 22


Page 23


Main Menu

WebPage with SQL Database – Connects to a SQL Database to display data to the user

Page 24


Contact Info Form This page utilized a form that the user could use to input information and submit it to a connected SQL Database

Page 25


PROJECT MANAGEMENT PLANThe next section contains portions of the project management plan my team created for our MGMT404 – Project Management course at DeVry. I was the team leader for this project, and we were assigned the task of coming up with a pretend project, creating a pretend company, and creating a full project plan from start to finish including the following items:

Executive Summary Project Charter Project Scope Statement Work Breakdown Structure / Project Schedule Risk Management Plan Project Budget (Cost Management) Resource Management Communications Management Plan Project Update Summary

For the sake of “length” I have only included these portions of our project plan:

Executive Summary Project Charter Project Budget (Cost Management) Resource Management Project Update Summary

Page 26

Roots: Tiny Home Living Community – Group A

Project Plan Document

ROOTS: TINY HOME LIVING COMMUNITYPROJECT PLAN

PROJECT TEAM:J immy Paula

Candi MorrowKeith Crouthamel

Darline WilkensonBari Young

MGMT-404-62274PROFESSOR: KAREN HURST

Page 27



Executive Summary

In today’s world, owning a home is one of the most important financial decisions that an

individual can make. After the crash of the market in 2008, being approved for a home loan is at

an all-time low. An alternative trend taking over is the Tiny Home Movement. With current

homes out of grasp for most millennials, this movement can be capitalized upon. With this in

mind, utilizing current resources from the real estate firm to invest in developing a tiny home

community. Using local city, state, and federal grants and tax credits will help offset certain

allocated costs, decreasing overall investment into the tiny home project. Finally, the tiny home

community will provide more affordable housing for all financial walks of life, as well as for

those who are environmentally conscience individuals.

Attracting these upcoming homeowners, the community must provide a safe and an

affordable place to call home. The development itself will be comprised of twenty-five tiny

homes and five rental spaces for future residents. The tiny homes contain all appliances, gas,

electricity, water hookup, and connected to septic tanks. Carports will connect tiny homes to

private driveways. Installed above each carport, will be solar power system that connected to the

grid. To provide a comfortable and communal environment, there will be several amenities on-

site. At the center of the property will be a small community building with a pool and public

bathroom, equipped with showers. Finally, security is everyone’s concern which is why the

community will be enclosed by a fence and have twenty-four-hour security on-site.

Understanding that resources are limited, initial project estimated budget at

$1,850,000.00 with the actual costs set at $1,718,714.21. The overall project will take roughly 19

months to complete. Start date is set for July 26, 2016. With an end date of March 30, 2018. In

Page 28



this time frame, the tiny home community project will hold monthly meetings for the

deliverables with the project managers to do the following:

Draw up blue prints with contractors and architects.

Make sure tiny homes are up to code, with proper documentation and safety

standards.

Allocate resources from the already existing construction company (which further

reduces equipment costs and staff).

The table below demonstrates a more detailed overview of budget:

Original Budgeted Costs Actual Budgeted CostsEstimated Labor $800,000.00 Labor $1,277,546.21 Estimated Materials $850,000.00 Materials $510,468.00 Estimated Contractors 25 Contractors 30

Estimated Equipment & Facilities $150,000.00 Equipment and Facilities $118,500.00

Estimated Travel $50,000.00 Travel $0 Total Estimated Costs $1,850,000.00 Total Costs $1,788,014.21

With the project underway, there are no expected delays. All initial planning and site

testing has been completed. Pending engineer’s final inspection, licensing and permitting

applications will be submitted to the city. Architects and designers will begin initial blueprint

design. Tiny home community blueprints are expected to be complete by October 16, 2016 to

obtain final approval. If all permits are approved by projected dates, breaking ground will start

on December 7, 2016. Marketing plan will commence on October 31, 2017. As this project

continues, there will be monthly updates in regard to current project status.

Project Charter

Page 29



Project Name Roots: Tiny Home Living Community Project Number

A

Project Team Team A Prioritization TBD

Owner(s) Jimmy Paula, Candi Morrow, Bari Young, Darline Wilkenson, Keith Crouthamel

Start Date: 7/11/16

Scheduled Completion Date:

3/30/18

Mission/ Purpose

The purpose of this project is to expand our business and increase profit. This particular project involves all necessary work to complete the construction of a tiny house community in San Diego, CA. Our company builds several different properties, and this project is a new venture that’s unlike others we have pursued. Given the current market demand for this type of dwelling, we feel this project will have a high ROI and could potentially lead to other similar projects in the future.

Project

Description and Project Product

This project will create a “Tiny House Community” in San Diego, CA, and fill the need for many current residents as well as future residents. It will also allow our company (Progressive Builders Construction Co.) to expand our business into new markets, thus increasing our portfolio and profits. In order to complete the work for this project, the following deliverables should be completed by the specified dates:

Deliverables: Completion Date:

1. SWOT Analysis 7/15/2016

2. Complete feasibility testing to determine proper location and costs

7/20/2016

3. Site/Design proposal including number of properties, amenities, community pool, community playground, security office etc.

8/19/2016

4. Tiny house blueprints and model choices based on weather conditions and zoning requirements in San Diego, CA

8/25/2016

5. Construction request including any necessary 8/25/2016

Page 30



permits and licensing approvals for site location

6. Obtain all necessary tools and equipment along with assigning and/or hiring employees and vendors to designated tasks within the construction phase.

7/15/2017

7. Complete construction and begin site testing 9/22/2017

8. Marketing plan approval including marketing content, strategy, platform and distribution.

9/22/2017

9. Marketing distributed 10/1/2017

10. Close of Project 3/30/2018

Objectives This project objective is to provide a secure, family friendly environment to the next generation of homeowners. Moving from developing residential homes to the new frontier of the tiny home phenomena. Anticipating a surge in the market of the younger generation’s interests into tiny home living. This pilot program can be reintroduced to resolve a shortage in the housing market of affordable housing. Creating a future revenue source from managing or selling to tiny home investors. Creating a new way of living for this renovating (aspirational) generation.

Goals to reach this objective:- Proper Location Selection: (Vacant Land or RV Park)

- Figuring out how many people may properly reside.

- Creating the Communal Space: Pool, Playground, Community

Center, Exterior Restrooms w/shower, vegetable garden,

- Setting up Electricity, Water/Irrigation System, Sewer, &

Trash/Waste, Solar, connecting to the grid

- Dealing with Security: On-Site Security/Neighborhood Watch

System

Business Need This project is designed to meet the next generation’s ability to gain a piece of the American dream. The ability to own your own home without getting into excessive debt. To live within ones means as a minimalist. This represents the people for who we will be living within the community. Once up and running the community would generate revenue from rent payments: individual lots, on-site tiny homes, and additional utility fees. It can also be sold off to investors who can then create their own tiny home commune. With additional grants and tax incentives can further reduce

Page 31



investment costs. Establishing a clear and precise plan for future developments that can be modified by interested investors.

Milestones1. Launch parties for designation of Responsibilities, SWOT Analysis and Feasibility Testing

7/11/2016

Participants:

· Tiny House Project Manager

· Stakeholders

· Architect / Engineer

· Owners

· General Contractor

· Major Subcontractors

2. Review Procurement Process such as: Submission of Invoices and Change Orders. Signings and negotiations of supply contracts including permits and licensing approvals

7/25/2016

3. Hiring of essential personnel and Scheduling Critical Work Sequencing

7/31/2016

4. Meeting of Non-design professionals: Carpenters, Electricians, Masons, Plumber, and General Contractors. Review of Construction Documents. Complete Site Design and Tiny Home Blueprints

8/19/2016

5. Major Equipment Deliveries including all necessary tools and equipment from and for vendors.

6. Installation, commissioning, or testing of equipment 8/25/2016

7. Complete Site Work and Begin Site Testing 9/30/2016

8. Complete Foundation 12/4/2016

9. Complete Exterior, Landscaping 2/16/2017

10. Install Roofing 3/2/2017

11. Progress Meeting to discuss: 4/10/2017

· Project Status

· Issues Impeding Construction Progress

· Action Taken to Resolve Construction Issues

· Conformance to Tiny House Design Guidelines

12. Complete Flooring, Carpentry, HVAC 5/22/2017

13. Plumbing, Electric rough-in 6/14/2017

Page 32



14. Finish Flooring, Paint & Trim 7/13/2017

15. Final Hardware Installation 7/29/2017

16. Complete Inspections 8/6/2017

17. Finish Cleaning 8/18/2017

18. Complete Final Walk Through 9/22/2017

19. Approve Marketing Plan and Disburse Marketing Materials

10/31/2017

20. Closing Party 11/11/2017

Budget

Estimated Labor $800,000

Estimated Materials $850,000

Estimated Contractors 25

Estimated Equipment and Facilities

$150,000

Estimated Travel $50,0000

Total Estimated Cost $1,850,000

User Acceptance Criteria User acceptance criteria:

We will be using the current residential development business to assist with planning and development. Using already set up resources to fuel initial startup and cover overhead costs.

There are critical items that we will need in order to start up this venture of business and they listed as below:

Engineers/Surveyors/Architect – Plan Design Materials: Lumber, Windows, Cement, Insulation, Electrical & Plumbing,

Irrigation System, Appliances, Lighting Fixtures, Pool Equipment, Playground Equipment, Wood Chips/Sod,

Heavy Machinery: Trucks, Generators, Diggers, Crane, Cement Trucks, Solar

Page 33



Panels, Septic Tank Tiny Home Developers: Pre-determined tiny home manufacturers to build

custom tiny homes. Labor: Constructing Community Center, Exterior Bathrooms, Playground,

and Pool. Electrical & Plumbing Specialist to properly install pipes and electrical wiring throughout the community to each individual site. Creating guard station with the possibility of it being a gated community.

There are dedicated employees that we are taking from our already operating business for the construction of the mini homes, but we are hiring for:

Front office: Receptionist/scheduler Interviewer on potential new clientele

Construction Sites: Flaggers (we can use the contracts that the business already has we would

just need more)

Back office: Architects specializing in community developments

All licensing has been acquired before the opening date of the project: Business Licensing City and fire Employee health permits Employer Identification Number Legal name (operating under current name just a mini home department)

High-Level Project Assumptions

Project assumptions: There will be a shared partnership between private investors and local city

officials to establish proper funding to the new start-up venture. Since the current city selection already has a tiny home community, obtaining

proper licensing & permits should be simple. Once fully developed there will be a return on investment from selling on-site

pre-constructed tiny homes along with renting stalls for future tiny home residents. Focusing marketing toward tiny home enthusiasts. People who want to live free of expensive mortgages.

With this new business venture the company will have a foothold in the upcoming tiny home market. There is expected growth for tiny home sales in 2018. With a 100 percent return on investment by the first quarter of 2018. With continued revenue from managing community upward of $10,000/month 2018

Creating a five-year plan to revolutionize the real estate industry. Establishing a sister company to continue development throughout the state and eventually nationwide. Launching partnerships with city and state municipalities to further develop affordable housing. Providing future funding to reduce operating costs to about 40% to our production rate. Permitting us to expand further into new upcoming markets. While providing local residents with an alternative lower

Page 34



cost home options.

High-Level Project Constraints

The major limiting factors for this project are:

-Location

-Land

-Obtaining Plans & Permits

-Abiding by Laws of city: Fire/Emergency planning

-Budget & Timeline

-Utilities – Connecting to Grid/Water/Sewer/Waste

-Deadlines to obtain Tax Rebates/Incentives

-Tiny Home Movement Gaining Public Support

Exclusions and Boundaries

The boundaries of this project are:

-laundry room

-Gated Fence

-Gym/Spa

-Portable Solar System

-Water Collectors

-Providing Security Staff

-Street Lighting

-Lawn Care/Maintenance

Major Risks The major risks affecting the project are:

-Weather: Rain, Heat, Natural Disaster

-Available Space to properly fit everything.

-Machinery Breakdowns

-Marketing Campaign not being successful

-Connecting to Grid/Water/Sewer

-Approval of site location

-Funding/Grants

KEY STAKEHOLDERS

Steve Harshman MayorKen Esquibel City council Hans Hunt Vice Chair

Page 35



David Northrup Trade Association David Zwonitzer Credit Union Investor

David Cordoza Architect

Jimmy Paul Civil Engineer

Keith Carrousel Builder Surveyor

Candace Granger Facility Manager

Jenna Morrow Site Supervisor

Darline Levinson Procurement Manager

Louis Wilkenson Site Forman

Project Manager Authority Level

Project Manager has full authority to work and ensure that the scope, cost, quality, and time requirements of the Tiny House Community Project are met through the efficient planning and execution of project activities.

Project Core Team Project Sponsor

Other sponsors

Project Director

Project Manager

Project Accountant

Team Leaders

Process Specialist

Quality Manager

Subject Matter Experts (SMEs)

People

Facilities

Communications and warning technologies

Fire protection and life safety systems

Equipment

Materials and supplies

Funding

Special expertise

Information about the threats or hazards

APPROVALS

Type Name Signature Date

Project Manager Approval

Candi Morrow

6/30/17

Customer/Sponsor Approval

Darline Wilkenson

7/1/17

Page 36



Page 37



Project Budget (Cost Management)

Project Cost Approach

The approach I took when estimating the project costs was the top down approach. Since I currently work in the real estate field, I already had estimates at my disposal. Based on those costs, I adjusted it to meet the new requirements. Taking the same processes, cost of material, labor pay, and other expenditures to mimic the overall budget for the tiny home development. Ensuring overall costs take under consideration any unforeseen risks, ballpark figures were used. Certain of these estimates, depending on labor or material required, were increased to keep overrun costs at a minimal.

Budget Table Comparison

Original Budgeted Costs Actual Budgeted CostsEstimated Labor $800,000.00 Labor $1,277,546.21 Estimated Materials $850,000.00 Materials $510,468.00 Estimated Contractors 25 Contractors 30

Estimated Equipment & Facilities $150,000.00 Equipment and Facilities $118,500.00

Estimated Travel $50,000.00 Travel $0 Total Estimated Costs $1,850,000.00 Total Costs $1,788,014.21

Explanation of Budget Variances

The variances between labor was mainly due to initial estimate did not include certain phases of the overall project. Labor was mainly calculated on how much it would cost for construction. The variance between materials were overestimating total materials needed. Equipment was over estimated since initial projections had a longer time line. The equipment wasn’t needed for that much time and quickly used within several days each use. Travel was largely inflated due to location being so remote. However, no travel reimbursements or extra pay for travel was incorporated into final budget.

Budget Contingency Plan

Because the budget must be carefully followed in order find extra sources of income in case of emergency events, we have allocated the budget contingency of…It is always good to know where you can find money to use in a contingency plan. It is easier to raise the cost of the staff and have room there to move. Money will be pulled from the contractors and equipment to establish the contingency plan. For example, I have allocated $10,000.00 for Surveillance System and was able to acquire one for $3,500, which leaves $6,500.00 available to use in case of emergency.

Page 38



Resource Management

Resource Assignments / Over allocation

During our resource assignments, we didn’t find many issues with over allocating resources simply because of the type of project we have. In construction, you can’t really begin the next step until the first one is completed so there aren’t many steps in our WBS that occur simultaneously. Most everything occurs in a sequential order, and therefore any resources we have will not be over allocated. By default, our project flows in a step-by-step pattern, and each step must be fully completed before the next one can really begin. Given this information we feel that we assigned enough people to the project in order for it to finish on schedule. If we run into any allocation problems along the way we will reconfigure our resource loading table by assigning priority to tasks that are considered critical. This will give slack time to projects that do not have priority, and allow for the critical tasks to be completed first, and remove the over allocated resource from any secondary tasks that are of lower priority.

Managing the Project Team

To manage our project team, our project will be broken down into tasks and sub-tasks and each team member will be assigned to particular tasks based on their skill level/expertise and years of experience. Communication will be critical, and should happen on a daily basis between each team member of the same group, and on a weekly basis between the project manager and each group. To motivate the team, each individual will be considered for advancement based on their performance, and given extra responsibility throughout the project as tasks are completed on schedule without complications. Each group that completes their assigned tasks on time will also be considered for corporate recognition. Team members will also be given the opportunity to request a change of group throughout the project. This will help keep them interested and motivated so that no individual feels stagnant in their role. When handling team conflicts, mediation should be used whenever possible to respectfully guide the conflict towards a resolution. The project manager should attempt to remain impartial unless the conflict requires more immediate action/response. In these cases the project manager should attempt to arbitrate the conflict. To do this, the project manager needs to determine which side of the conflict has the appropriate/accurate solution, approve the solution, and properly diffuse the situation so that no further conflicts arise.

Project Structure

For this particular project we chose a strong matrix organizational structure simply because our company will need to continue operating on other projects simultaneously. Our individual departments won’t have time to determine what resources are needed for each project since they will need to stay focused on our day-to-day operations as we expand our business into the construction of tiny homes. A project manager can easily determine what resources are needed, and the length of time they are needed, which makes the process smoother and less intrusive to our individual departments. Also, since there will be several external resources needed (such as temporary hires, contractors, engineers, and vendors), a project manager can

Page 39



easily request those resources without having to assign this responsibility to another department that may not have the time, or the knowledge of what’s expected/needed.

Page 40



Project Update Summary

The project is currently under way including site design, vendor requests and construction requests

to begin breaking ground on-site. All licenses and permits have been obtained. The only outstanding issues at

this point are regarding the possibility of low-income-housing accreditation for the homeless community. We

are still investigating the possibility of providing low-income-housing, or donating proceeds to the community

as an alternative. This needs to be addressed in the next stakeholder meeting, and a plan of action should be

put in place depending on the outcome of the meeting. There are no further requests requiring approval.

The next steps for the project include:

Construction Engineer and construction crew begin site demolition

All vendor requests must be completed. Vendor bids are currently coming in, and once the

final vendors have been chosen, the official “finalized” vendor contracts will be drawn up,

and the project manager will have them approved and signed by the vendor.

Once Vendor requests are completed, the equipment can be requested, and the construction

engineer can begin work based off of site designs. Equipment requests will be completed by

construction engineer and approved and signed by project manager.

The next status update will happen in the construction management meeting next Monday, which will

include any updates regarding the construction progress and any issues that might have risen. Per our

communication plan this will be a face-to-face “verbal” meeting to go over the WBS and all construction

related tasks that are pending on our agenda. Following this meeting, the monthly stakeholders meeting will

happen the 1st of the month (see communication management plan) which will include all updates from the

construction team, as well as any updates from the project manager and department heads. Again, this

meeting will be face-to-face and the agenda will include all current WBS items in progress, as well as

discussions regarding the low-income-housing options and profit donations as previously stated.

Page 41

Career Portfolio_Candi Morrow

Documents

Transcript of Career Portfolio_Candi Morrow