The case study is about Theta Corporation, a medical device company. Theta is embarking on a new R&D project to design and deliver a new medical device. This part of the case study will explore stakeholder management and communication and allow you to exercise your knowledge and skills. The case study requires you to examine the information in the case study itself and in various attachments. The observations and responses to the prompts should be entered into your clearly labeled response Word document that will be submitted for this assignment. In your responses to prompts, strive to be concise, but fully answer the questions posed and provide evidence/support. While responses can vary, aim for at least 300 words in response to each prompt. You are also required to edit an attachment (Theta Stakeholder Identification Template.docx) and then submit it.
The purpose of the assignment is to gain scenario-based practice with a key aspect of successful project management, ensuring that all stakeholders are effectively engaged and informed throughout the project lifecycle.
INSTRUCTIONS:
Strong learners will review the grading rubric before beginning the project. Click on the assignment title and then scroll down to look for Activity Details.
To complete this work, execute the following steps:
1. Read the attached case study and associated attachments. Start with the Case Study Information and Prompts document.
a. Case Study Information and Prompts.docx
b. Theta Quadrant Model.pptx
c. Theta Stakeholder Identification Template.docx
d. Theta Communication Plan.xlsx
2. Respond to the prompts in a Word document. One of the prompts requires the editing of the Theta Stakeholder Identification Template.docx attachment.
Sheet1
| Project Name: Theta | |||||||||
| Project Manager: Jeff Brown | |||||||||
| Project Sponsor: John Smith | |||||||||
| Date: 24Nov2024 | |||||||||
| ID | Name | Title | Department/Organization | Priority | Goal | Method | Frequency | Owner | Notes |
| 1 | John Smith | Project Sponsor | R&D | 1 | Keep informed; frequent updates | Meeting | Weekly | Jeff Brown | Schedule recurring meeting |
| 2 | Emily Davis | Subject Matter Expert | Engineering | 3 | Update as needed | Email updates; email answers | Ad hoc | Jeff Brown | Monitor for queries |
| 3 | Tech Solutions Inc. | External Vendor (David Wilson) | 4 | Monitor for queries; inform of changes | Review emails and phone calls | Weekly review; ad hoc email responses | Jeff Brown | Set alert on sender | |
| 4 | Sarah Johnson | VP of Engineering | 1 | Keep up to date and address any questions | Email report; email answers | Weekly; ad hoc email responses | Jeff Brown | Monitor for queries | |
| 5 | Michael Brown | Team Lead | Engineering | 1 | Update frequently; address questions | Email updates; email answers | Weekly; ad hoc email responses | Jeff Brown | Monitor for queries |
| 6 | Food and Drug Administration | External Regulatory Agency | 2 | Monitor for queries or changed regulations; communicate more frequently near end of project | Review emails, publications. Query Regulatory. | Monthly | Tom Jones (Team member) | Delegated. This will change at filing. | |
| 7 | Robert Taylor | Customer Service Manager | Service | 3 | Update as needed; elicit design input | Initial meeting; ad hoc email | Monthly; ad hoc | Jeff Brown | Monitor for queries |
| 8 | Lisa Green | Marketing Manager | Marketing | 3 | Update as needed; elicit design input | Initial meeting; ad hoc email | Monthly; ad hoc | Jeff Brown | Monitor for queries |
| 9 | Tom Anderson | Sr. Regulatory Manager | Regulatory | 1 | Occasional updates until near filing, then frequent updates. Elicit design inputs. | Initial meeting; ad hoc email | Monthly; ad hoc | Initial: Jeff Brown; follow-up: Tom Jones | Monitor for queries |
| 10 | Jessica Lee | IT Support Specialist | IT | 3 | Update as needed | Email updates; email answers | Ad hoc | Jeff Brown | Monitor for queries |
| 11 | William Harris | Finance Manager | 2 | Keep satisfied | Email financal reports; email answers | Monthly for reports; ad hoc for queries | Jeff Brown | Monitor for queries | |
| 12 | Nancy Clark | HR Manager | 2 | Give lead time for resource needs | Ad hoc; at least one month ahead of projected resource need | Team Lead requiring resource | Copy to project manager | ||
| 13 | Susan Miller | Lead Programmer | 1 | Update frequently; address questions | Email updates; email answers | Weekly; ad hoc email responses | Jeff Brown | Monitor for queries | |
| 14 | Linda Douglas | Lead Mechanical Engineer | 1 | Update frequently; address questions | Email updates; email answers | Weekly; ad hoc email responses | Jeff Brown | Monitor for queries |
,
Quadrant Model Mapping
| ID | Name | Title |
| 1 | John Smith | Project Sponsor |
| 2 | Emily Davis | Subject Matter Expert |
| 3 | Tech Solutions Inc. | External Vendor (David Wilson) |
| 4 | Sarah Johnson | VP of Engineering |
| 5 | Michael Brown | Team Lead |
| 6 | Food and Drug Administration | External Regulatory Agency |
| 7 | Robert Taylor | Customer Service Manager |
| 8 | Lisa Green | Marketing Manager |
| 9 | Tom Anderson | Sr. Regulatory Manager |
| 10 | Jessica Lee | IT Support Specialist |
| 11 | William Harris | Finance Manager |
| 12 | Nancy Clark | HR Manager |
| 13 | Susan Miller | Lead Programmer |
| 14 | Linda Douglas | Lead Mechanical Engineer |
Low
High
High
Priority 1
Priority 2
Priority 3
Priority 4
Manage closely
Keep satisfied
Keep informed
Monitor
Low
Interest
Power
1
1
10
10
10
1
2
3
4
5
6
7
8
9
11
12
13
14
image3.png
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|
|
|
Name |
Title or Role |
Stakeholder? |
Rationale |
|
John Smith |
Project Sponsor |
Yes |
|
|
Emily Davis |
Subject Matter Expert |
Yes |
|
|
Tech Solutions Inc. |
External Vendor (David Wilson) |
Yes |
|
|
James White |
External Auditor |
No |
|
|
Sarah Johnson |
VP of Engineering |
Yes |
|
|
Michael Brown |
Team Lead |
Yes |
|
|
Karen Black |
Legal Advisor |
No |
|
|
Mark Thompson |
Facilities Manager |
No |
|
|
Food and Drug Administration |
External Regulatory Agency |
Yes |
|
|
Robert Taylor |
Customer Service Manager |
Yes |
|
|
Lisa Green |
Marketing Manager |
Yes |
|
|
Tom Anderson |
Sr. Regulatory Manager |
Yes |
|
|
Jessica Lee |
IT Support Specialist |
Yes |
|
|
William Harris |
Finance Manager |
Yes |
|
|
Nancy Clark |
HR Manager |
Yes |
|
|
Susan Miller |
Lead Programmer |
Yes |
|
|
Linda Douglas |
Lead Mechanical Engineer |
Yes |
|
|
AdvaMed |
External Industry Group (Mary Miles) |
No |
Stakeholder Identification Template
image.png
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Case Study Information and Prompts
Theta Corporation is a medium-size company that builds medical products. It is currently undertaking an R&D project to design a new medical device. The project involves multiple stakeholders with varying levels of power, interest and influence. One of the early actions for the project manager was to identify the stakeholders, analyze them, and create a communication plan.
Multiple stakeholder identification techniques were employed to create a list of potential stakeholders. These techniques included:
· Brainstorming Sessions
· Stakeholder Identification Workshops
· Organizational Chart Reviews
· Project Documentation Reviews
· Contract Reviews
A potential list of stakeholders was identified through these techniques:
|
Name |
Title or Role |
|
John Smith |
Project Sponsor |
|
Emily Davis |
Subject Matter Expert |
|
Tech Solutions Inc. |
External Vendor (David Wilson) |
|
James White |
External Auditor |
|
Sarah Johnson |
VP of Engineering |
|
Michael Brown |
Team Lead |
|
Karen Black |
Legal Advisor |
|
Mark Thompson |
Facilities Manager |
|
Food and Drug Administration |
External Regulatory Agency |
|
Robert Taylor |
Customer Service Manager |
|
Lisa Green |
Marketing Manager |
|
Tom Anderson |
Sr. Regulatory Manager |
|
Jessica Lee |
IT Support Specialist |
|
William Harris |
Finance Manager |
|
Nancy Clark |
HR Manager |
|
Susan Miller |
Lead Programmer |
|
Linda Douglas |
Lead Mechanical Engineer |
|
AdvaMed |
External Industry Group (Mary Miles) |
Table 1: Potential Stakeholder List
These potential stakeholders were then examined to determine which were actual stakeholders and which were not. The list now looked like this:
|
Name |
Title or Role |
Stakeholder? |
|
John Smith |
Project Sponsor |
Yes |
|
Emily Davis |
Subject Matter Expert |
Yes |
|
Tech Solutions Inc. |
External Vendor (David Wilson) |
Yes |
|
James White |
External Auditor |
No |
|
Sarah Johnson |
VP of Engineering |
Yes |
|
Michael Brown |
Team Lead |
Yes |
|
Karen Black |
Legal Advisor |
No |
|
Mark Thompson |
Facilities Manager |
No |
|
Food and Drug Administration |
External Regulatory Agency |
Yes |
|
Robert Taylor |
Customer Service Manager |
Yes |
|
Lisa Green |
Marketing Manager |
Yes
|
