Final Graded Case Study: Project Management Plan, Hightower Global Solutions
Project Selection and Initiation
After having been recently laid off from his job of 35 years as a Sales Manager at Hightower Global Solutions, Tony DiBello got a call from
his former boss Peter McKenzie asking him to return to the organization to help get a new initiative off the ground.
The Project
Based on McKenzie’s brief description over the phone, DiBello understood that the project was to develop a “sales training intranet” (code
named HighLEARN) for Hightower’s 350 geographically dispersed sales associates. A Fortune 500 firm specializing in financial services
technology and outsourcing solutions, Hightower had more than 100 complex products and services to offer its diverse client base of banks,
mutual fund complexes and insurance companies. In addition, Hightower’s executive leadership was pursuing an aggressive acquisition
strategy, buying small companies and further expanding the product portfolio. As a result, both new and experienced sales associates were
struggling to get up to speed on all of the Hightower offerings, and sales leadership was concerned that they were missing opportunities to
pitch new products to clients. McKenzie, the Head of Hightower’s Sales organization, had become an evangelist for what he called “Blended
Learning”—combining traditional classroom training with online learning opportunities—and he was determined to develop a highly
interactive “portal” to help improve sales performance. He envisioned a custom intranet where Hightower sales associates across the globe
could log on to get comprehensive product information and presentations, access webinars and videos with product specialists, and share tips
and feedback through blogs, forums and social features.
McKenzie’s enthusiasm for the intranet project was infectious. Even Carol Bailey, Hightower’s CEO, had come to believe that connecting
people in this way was critical to ensuring Hightower’s success and sustainability in the global market. Due to the breadth and diversity of the
company’s product offerings—and the rate at which they were acquiring new products—there was immense pressure on everyone in the sales
organization to become experts on as many products and services as possible in order to meet aggressive sales targets.
To support the CEO’s strategic agenda, the following project elements, team members, and constraints were provided.
Project Budget and Roll-out Date
Project Budget $1.5 million
Project Scheduled to Start June 1, 2017
HighLEARN Roll-out January 1, 2018
Project Team Members
Name Role
Ricardo Contin Director of Learning and Development
Steve Quan Hightower IT Operations Specialist
Shannon Valley Hightower IT Systems and Security
Monica Ianucci Content Specialist
Jonathan Brant Content Specialist
Initial Project Risks
1 Website does not meet user requirements or functionality.
2 Shannon Valley and Steve Quan are not available to contribute to the project until July 15, 2017.
3 Marketing department has not endorsed the approach; believes they should go with Microsoft® SharePoint® system.
4 Security of intranet/portal: no external access beyond firewall.
QSO 640: Project Management
Copyright &copy; 2014, %year% MindEdge Inc. All rights reserved. Duplication prohibited. <br>PMP, PMI-ACP, PMI-RMP, PMBOK, and the PMI
Registered Education Provider logo are registered marks of the Project Management Institute, Inc.Project Activity Duration
Portal Development
User Interface Design Complete and Tested 2 days
Style Sheets for Portal 3 weeks
Theme Design for Website 8 weeks
Portal Administration Complete and Accepted 2 days
Administrative Page Groups 10 weeks
Administrative Access Control Design 7 weeks
Content Management & Coding Complete and Tested 2 days
Content Display from Repository 28 days
Content Upload and Functionality 8 weeks
Configure/Code Indexing and Functionality 13 weeks
Infrastructure and Security
Architecture Approved for Implementation 1 day
Servers for Development, Staging, and Production 13 weeks
Configure Firewalls 4 weeks
Integrate Infrastructure and Security Systems 8 weeks
Log-in/Registration System Complete and Tested 3 days
Create Log-in/User Profiles 4 weeks
Content Creation and Editing
Product Content Modules Completed and Accepted 5 days
Interviews with Subject Matter Experts (SMEs) and Sales Representatives 2 weeks
Product Sales Summaries 4 weeks
Sales Case Studies for Content Modules 7 weeks
Edit/Film SME Videos 1 week
Upload Presentations, Demos, and Webinars for Content Modules 2 weeks
Documentation
Development and Document Coding Standards and Procedures 15 weeks
Develop Test Acceptance Plans and Procedures 15 weeks
HighLEARN Database Test and Acceptance 1 week
HighLEARN Roll-out
Hightower Global Solutions Organizational Chart
QSO 640: Project Management
Copyright &copy; 2014, %year% MindEdge Inc. All rights reserved. Duplication prohibited. <br>PMP, PMI-ACP, PMI-RMP, PMBOK, and the PMI
Registered Education Provider logo are registered marks of the Project Management Institute, Inc.Hightower Global Solutions Staffing List
IT Systems and Security
Cyber Security
Harold Williams
Dennis Callahan
Beth Stroller
Systems Engineering
Juan Felipe
Susan Xiao
Cheryl Bolden
Business Operations
John Petrel
Steven Johnson
Steve Quan
Learning and Development
Human Resources
Christina Alston
Elizabeth Carol
Judy Wilson
Terrence Holober
Frederick Concern
Kimberly Contos
Nicholas Bergh
QSO 640: Project Management
Copyright &copy; 2014, %year% MindEdge Inc. All rights reserved. Duplication prohibited. <br>PMP, PMI-ACP, PMI-RMP, PMBOK, and the PMI
Registered Education Provider logo are registered marks of the Project Management Institute, Inc.Training Department Tyler Burns
Dianne Harrison
Content Development
Jonathan Brant
Monica Ianucci
Henry Stephenson
Sales, Marketing, and Budgeting
Domestic Sales
James Youngster
William Feller
International Sales
Tracy Woodster
Andrew Levitt
Marketing/Advertising
Sasha Fiercer
Jason Holdmeer
Acquisitions and Product Portfolios
Product Management
Meagan Golden
Melvin Simpson
Acquisitions Management
Nicole Smith
Evelyn Lovelace
Strategic Management
Richard Mattingly
Teresa Berry-Van Helbing
Please use the information above to complete your final Graded Case Study. Return to your learning environment to submit your work.
QSO 640: Project Management
Copyright &copy; 2014, %year% MindEdge Inc. All rights reserved. Duplication prohibited. <br>PMP, PMI-ACP, PMI-RMP, PMBOK, and the PMI
Registered Education Provider logo are registered marks of the Project Management Institute, Inc

Project Management Plan, Hightower Global Solutions