Exceler8s II: Project Charter



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|Exceler8s II: Project Charter |

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Brian Allison

brialliso@

650-996-8803

Steve Bauer

Steven.bauer@colorado.edu

407-701-3097

Aaron Bornstein

Aaron.bornstein@colorado.edu

720-641-8381

Sam Houpt

houpt@colorado.edu

970-618-8406

Joyce Jung

Joyce.jung@colorado.edu

719-231-3246

Sarah Martinez

Sarah.martinez@colorado.edu

303-881-4684

Leann Tatelman

Leann.tatelman@colorado.edu

303-589-4172

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Contents

Fall Roles & Responsibilities: 5

Risks: 6

Schedule 8

Stakeholder Analysis 10

Cost/Benefit Analysis 12

Colorado River Plan Executive Summary 13

List of Potential Sponsors and Donations 18

Presentation Outline 19

- Project Charter

|Project Purpose: |

|Give back to organizations that enable the dreams of others to come true |

|Appreciate and celebrate the life experience of accomplishing achievements not thought possible by extending oneself physically and|

|mentally in a team environment |

|Create an outlet for participants to develop team building skills |

|(add part that emphasizes importance of the CO river project)* |

|Prioritized Measurable Objectives: |

|The mission of the subsequent objectives is to create an effective business model for the Excelr8 event by developing relationships|

|with individual donors as well as corporate sponsors to connect with attractive charities. This will be accomplished through the |

|completion of the following: |

|Marketing Plan: |

|Develop and implement a process to explain Excelr8’s purpose and recruit 120 individual participants and multiple corporate |

|sponsors |

|Develop and distribute information packet containing specific details of the event and donation processes to potential participants|

| |

|Develop a logo and other brand assets to create a sustainable identity for the event and increase awareness (t-shirts, banners) |

|Develop marketing strategy to meet corporate sponsors’ goals |

|Press release with corporate sponsor |

|Reach out to local businesses for support* |

|Sales Plan: |

|Set up the individual participant sponsor program |

|Create solid relationships with a minimum of ten corporate sponsors to help fund the event |

|Raise at least $30,000 in donations from individuals and corporate sponsors |

|Drive attendance of no less than 120 people for each day and confirm no less than 75%(?) of attendees by March 10, 2009(?) |

|Logistics and Operations Plan: |

|Use Webex as main communication tool for managing the project |

|Identify and implement appropriate organization structure and process for collecting and distributing donations (?)(Brian’s 501C3 |

|and website) |

|Develop and plan a schedule for the two and a half day event, creating challenging team building events along with technical |

|instruction from the Winter Park and Berthoud Pass guides |

|Develop a budget as well as a management process for the two and a half day event |

|Clarify personal expenses to the attendees (lodging, rental gear, transportation, food) |

|Organize the participation of the corporate sponsors in the event |

|Secure banquet room and catering services for Exceler8’s dinner on Day 1 and Day 2 and breakfast each day (?) (not sure on |

|breakfast plan) |

|Technology Plan: |

|Design and develop a simple website for promotion and communication purposes such as information channels, marketing, registration,|

|and tracking donations |

|Utilize WebEx and Telepresence(?) for internal and external communications |

|Review innovative on-mountain technology applications such as video, RFID, and GPS to promote Cisco and involve stakeholders |

|(?)(still under review) |

|Project Manager Authority: |

|In order for this project to be successful, the project manager will need the authority to: |

|Approach potential corporate sponsors for donations |

|Communicate with Winter Park and Berthoud Pass management and resort for logistics and operations |

|Recruit attendees for participation |

|Communicate with charities |

|The project manager does not have the authority to do the following without first getting the project sponsor’s approval: |

|Distributing funds |

|Making final commitments and securing reservations |

|Project In-Scope: |

|Create awareness for individual and corporate sponsors about the Exceler8 event through marketing initiatives |

|Raise money for the selected charities by recruiting individual and corporate sponsors to donate through Brian Allison’s 501C3 |

|(specifics TBD ) |

|Plan weekend events to foster team building skills and individual accomplishment |

|Create a fun and enjoyable atmosphere for individual participants |

|Liability coverage for participants* |

|Project Out-of-Scope: |

|Secure mountain reservation for Feb. 24-26 |

|Get access for all team members to Cisco technologies |

|Communicate fund matching with Cisco’s charity group |

|Gathering funds to distribute to charity |

|Project Assumptions: |

|Weather cooperation |

|Winter Park and Berthoud Pass will provide means necessary to accomplish this event such a mountain guides, rental equipment, lift |

|access, and mountain liability form. |

|Sufficient funds will be raised to positively impact TNC |

|Registration fees will help mitigate cost of event |

|Majority of donations will come from corporate sponsors |

|The raised funds will go towards the Colorado River Basin Project |

|Deliverables: |

|A list of corporate and individual sponsors and committed donations |

|Promotional and informational website |

|Operating budget and donation tracking spreadsheet |

|Cross functional program plan including critical success factors |

|Two day event itinerary |

|Event T-shirt |

|Final List of Attendees |

|Organizational layout map of mountain |

|Communications plan including logo, website, and information packet |

|Final contact list for sponsors |

|Feedback from participants and sponsors on possible improvements for 2011 |

Approved by: Project Sponsor: Date:

Fall Roles & Responsibilities:

|Steve and Joyce |Group coordinator with Hitachi, Brian, and TNC |

|Team Members |Plan group meetings |

| |Coordinate with external team members |

| |Manage website |

| |Design/distribute t-shirt, logo, info packet and save the date |

| |Promote using Facebook |

| |Design donation Process |

|Aaron and Sam |Recruit corporate sponsors |

|Team Members |Collect and facilitate donations |

| |Design sales pitch |

| |Determine Winter Park sponsor restrictions |

| |Coordinate with Chad about previous sponsorships |

| |Assist other groups as necessary |

|Leann and Sarah |Coordinate lodging |

|Team Members |Coordinate banquet rooms |

| |Coordinate food/happy hour |

| |Coordinate transportation between locations |

| |Coordinate events/competitions |

| |Determine base camp/registration location |

| |Plan event logistics |

Risks:

|Risk/Cause |Likelihood |Impact |Minimize Cause |Current Status |Action Items |Responsible Person |

|Weather | | | | | | |

|No Snow |Low |High |No Control |Unknown |Alternate Activity Plan |Collective |

| | | | | |(biking, hiking, etc.) | |

|Blizzard |Medium |Med-Low |No Control |Unknown |Judge severity and implement|Silverton |

| | | | | |alternate activities | |

|Avalanche |Low |High |No Control |Unknown |Delegate to Silverton |Silverton Guides |

|Road Closure |Low-Med |Medium |No Control |Unknown |Suggest alternative routes |Collective |

| | | | | |and adjust schedule as | |

| | | | | |needed | |

|Ice / No Powder |Medium |Medium |No Control |Unknown |Arrange schedule as needed |Collective |

| | | | | |to adjust for 8’s contest | |

|Technology | | | | | | |

|Insufficient |Low |Low |Use battery powered |Functional |Change location and utilize |Cisco Tech. |

|Electricity | | |appliances | |generators | |

|Internet Connection |Low |Low |Eliminate from program |Functional |Proceed with dinner |Brian |

|Down | | | | | | |

|Cisco Technology N/A |Low |Medium-High |Technical Support on |Available |Eliminate from program |Cisco Tech. |

| | | |Mountain and secure planning| | | |

| | | |reservations | | | |

|Website Malfunction |Low |High |Consult technical support |N/A |Fix it |Kaitlyn |

|Donation Error |Low |High |Consult Thrive |N/A |Repair Issue |Sasha |

|IT Professionals don’t |Low |Medium |Confirmation |N/A |Improvise and set up |Chad & Brian |

|show up | | | | |available technology | |

|Schedule | | | | | | |

|Late Donations |Medium |Medium |Reminders and confirmations |N/A |Assertively pursue |Collective |

| | | | | |previously guaranteed funds | |

|Unresponsive Contacts |Medium |Medium |Follow up emails and calls |N/A |Assertively communicate to |Kaitlyn |

| | | | | |ensure participation | |

|Objectives not met due |Low |High |Time management |N/A |Contribute as team and |Collective |

|to scheduling conflicts| | | | |return deliverables promptly| |

|Resources | | | | | | |

|Adequate facilities not|Low |High |Site Inspections and |N/A |Backup plan and respond as |Silverton |

|available | | |confirmation | |needed with frequent | |

| | | | | |communications | |

|Lack of donations |Low-Medium |High |Active marketing and follow |N/A |Assertively pursue funds |Collective |

| | | |up communications | | | |

|Suppliers do not |Low |High |Confirmation and |N/A |Secure by scheduled date |Sasha |

|deliver | | |Communication | | | |

Schedule

|Week |Tasks (*deliverables in bold) |

|9/11/09 |Meet with Brian and all group members |

| |Receive general information on project and start to discuss individual duties |

| |3. Meet with Hitachi consultants |

|9/16/2009 |Meet with Hitachi Consultants and Brian |

| |Stakeholder analysis and cost benefit analysis |

| |Meet with Brian to plan more specific sponsorship/participant opportunities and some event logistics |

|9/23/2009 |Meet with Brian |

| |Sponsorship |

| |Event specifics |

| |Website |

| |Develop Risk Management Plan |

|9/30/2009 |First Deliverable Due |

| |Develop presentation for client approval |

| |Meet with Brian |

| |Sponsors |

| |Event logistics |

|10/7/2009 |1. Meet with Brian |

| |2. Status Report |

|10/14/2009 |1.Meet with Brian |

| |2.Sponsorship progress |

| |3.Logistics |

| |4. Website adjustments |

| |5. Send out ‘save the date' |

|10/21/2009 | 1. Meet with Hitachi Consultants |

| |2. Meet with Brian |

| |3. update risk management plan |

|10/28/2009 |1. Meet with Brian |

| |2. Sponsors |

| |3. Event Itinerary |

| |4. Thrive |

| |5. T-shirts |

| |6. Fundraising |

| |7. Develop Quality Assurance Plan |

|11/4/2009 |Pre-event meeting via Webex |

| |Silent Auction |

| |Final Participant List |

| |Transportation |

|11/11/2009 |Develop Spring Semester plan |

|11/18/2009 |Draft Presentations for feedback |

|11/25/2009 |Fall Break |

|12/2/2009 |Develop lessons learned |

| |Develop plan for closing project |

|12/9/2009 |Final deliverables |

| |Final Client Presentations |

| |Performance reviews |

Approved By:

Project Sponsor:________________________

Date: ________________________________

Stakeholder Analysis

|Name |Organization |Role |Interest |Influence |Expectations |Ways to Manage Expectations |

|Brian Allison |Exceler8 II |Project Manager/Project |High |High |Weekly status meetings, |Attend weekly meetings, get |

| | |Sponsor | | |budget/spending approval, |approval for every piece of |

| | | | | |part of the brainstorming |project, turn in deliverables,|

| | | | | |process, successful and |keep updated |

| | | | | |timely completion of | |

| | | | | |project, complete | |

| | | | | |deliverables | |

|The Nature Conservancy |The Nature Conservancy |Project Beneficiary |High |Low |Funds raised to contribute |Secure attendees and donations|

| | | | | |to their cause |to give |

|Brad |Winter Park |Project Coordinator |Medium |Medium |Added business for Winter |Work together to establish |

| | | | | |Park resort, a successful |lodging, event location, |

| | | | | |event, PR |logistics, etc. |

|Sponsors |Sponsor Companies |Project Sponsors |Medium |High |PR/advertising, recognition |Establish ways to give |

| | | | | | |recognition and make sure they|

| | | | | | |are well known at event |

|Student Group |CU Boulder |Project Team |High |High |Successful and timely |Stay on task, don’t wait until|

| |Students | | | |completion of project, high |the last minute, communication|

| | | | | |grade |among team members |

|Jim Marlatt |CU Boulder Faculty |Project Grader |Medium |Low |Complete and timely |Complete work ahead of time, |

| | | | | |deliverables |manage deliverables due |

|Cisco |Cisco Systems |Project Sponsor |Low |Low |None |None |

|Mentor |Hitachi |Project Supervisor |Medium |Medium |Successful communication |Maintain communication |

| | | | | |between all parties, |channels, get help with issues|

| | | | | |problems/issues solved |that come up |

|Markus Beck |Alpine World Ascents |Director of Guides |High |Medium |Communication about guided |Maintain communication through|

| | | | | |trips, while staying within |email and phone and |

| | | | | |limits of business. |expectations for participating|

| | | | | | |in the event. |

|Participants |n/a |Funding source |High |High |Have a good time supporting |Timely communication of event |

| | | | | |a good cause. 100% of |plans and smooth |

| | | | | |donations go to TNC. |event/registration logistics .|

.

Cost/Benefit Analysis

| |Year 1 |Year 2 |Year 3 |Year 4 |Year 5 |

|BENEFITS | | | | | |

|TANGIBLE | | | | | |

|Donations to The Nature Conservancy | | | | | |

|Colorado River Project improvements | | | | | |

|Larger number of attendees | | | | | |

|INTANGIBLE | | | | | |

|Work towards a good cause | | | | | |

|Exceler8 brand equity | | | | | |

|Exceler8 public recognition | | | | | |

|PR/advertising for Exceler8, Winter Park, sponsors | | | | | |

|TOTAL BENEFITS | | | | | |

|COSTS | | | | | |

|DEVELOPMENT COSTS | | | | | |

|Advertisement/promotion of event | | | | | |

|Meeting costs | | | | | |

|Communication costs | | | | | |

|Invitations, save the dates | | | | | |

|Website set up | | | | | |

|OPERATIONS/MAINTENANCE COSTS | | | | | |

|T-shirt costs | | | | | |

|Covering sponsor costs for free attendance, etc. | | | | | |

|Location rentals | | | | | |

|Food/drink | | | | | |

|Transportation costs | | | | | |

|TOTAL COSTS | | | | | |

|BENEFITS LESS COSTS | | | | | |

.

Colorado River Plan Executive Summary

. DRAFT

. EXECUTIVE SUMMARY

. The Nature Conservancy

. Colorado River Program

. Contact: Taylor Hawes 303-541-0322 thawes@

.

.

. The Colorado River is one of the iconic symbols of conservation in the American West, if not the world. It has shaped the human history of the southwestern region from the earliest Native American inhabitants to the explorations of John Wesley Powell to modern day. The river is a source of life in an otherwise arid region. The Colorado and its tributaries are globally significant for the vast assortment of life it supports.

.

. Historically, the Colorado River drainage contained 49 native fish species, including 42 endemic species found in no other river system. The river basin encompasses a variety of freshwater ecosystem types, from mountain peaks to desert rivers and a great delta. It supports an astonishing array of plant and animal species that depend on a healthy, sustainable Colorado River basin, including the Colorado pikeminnow; Chiricahua leopard frog; Zuni Bluehead Sucker, alcove bog orchid; Southwestern willow flycatcher and hundreds of other species of migrating songbirds.

.

. It is also a critical source of water for human needs. It sustains 30 million people and their economies in both the United States and Mexico, irrigating more than 3 million acres of farmland. Hydropower, coal-fired electricity, and oil and gas development also depend on the river. World-class recreation, such as boating, fishing and nature tourism, is a significant economic engine in the region. Population growth in the basin is expected to increase by approximately 39% by 2035 – 12 million more people depending on this river. Yet, climate change studies vary, but predict a range of 5-20% decrease in water supplies by 2050.

.

. Due to long-term and intensifying human use of this river system, the natural diversity of animals and plants that depend on it is at grave risk. Of the endemic species, four are extinct and 95% of the remaining species are endangered or threatened. In the Lower Colorado River Basin, less than 2% of the native riparian areas are natural. Conservation success in the basin is constrained by many factors: growing municipal water use, spreading invasive plants and non-native animals, land conversion, energy development and poor grazing practices. In the past, federal and state agencies and many conservation organizations focused on smaller-scale planning and projects to tackle localized problems. However, the lack of a basin-wide vision and strategy for conservation has hindered the Conservancy and other organizations from capitalizing on land and water initiatives taking place at a larger scale.

.

. In response to these concerns, the Conservancy undertook an assessment of freshwater plants and animals in the entire basin to determine its priorities and as a foundation for a conservation action plan at the basin-wide scale. The assessment helped the Conservancy identify potential cross-cutting strategies and a suite of site specific places where we can get the greatest return on our conservation investment. Building on that assessment, the Conservancy is developing a more detailed action plan that aims to protect globally threatened freshwater species and natural communities while recognizing the needs of people. This includes three major strategies and sixteen phase I priority river segments.

.

. The Colorado River supports some of the fastest growing municipal areas in the country: Las Vegas, Phoenix, Tucson, Los Angeles, San Diego and Denver. A growing demand for water, coupled with natural variability and the potential for decreased water availability due to climate change, increases the urgency of developing long-term solutions for both economic interests and conservation. To be successful, the Conservancy must work closely with other conservation organizations. No other organization is working in as many places in the basin as TNC or across the entire basin, but each one is a critical partner for the implementation of important aspects of the plan. We must develop and work toward a common vision for the basin.

.

. The West is on the cusp of the next generation of critical water management decisions. With several decades of water conservation experience, the Conservancy is poised to apply its scientific expertise and collaborative approach to ensure the future of water for people and nature. The Conservancy believes that human needs can be met without sacrificing the health of the freshwater systems upon which all life depends. Our basin-wide approach will provide a template for the protection of working rivers, particularly with growing demand and increasingly arid conditions—one of the most vexing

. global problems.

.

. The Nature Conservancy’s Vision

.

. The Conservancy’s vision is that streams and rivers of the Colorado River Basin will be managed to conserve the native species, natural communities, and ecosystems found in and along the river system. We recognize that this vision of sustainable biodiversity must incorporate the human dimension, including rural communities, vibrant cities, viable agricultural economies, and adequate water and hydropower supplies. Ultimately, TNC hopes to create a new paradigm that will allow it, and its conservation partners, to be more efficient and effective in freshwater conservation efforts of this magnitude. The Nature Conservancy’s Colorado River program is driven by the belief that conservation efforts in the Colorado River basin can balance environmental needs with human use.

.

. A Basin-wide Plan for the Colorado River

.

. This strategic plan describes how we might achieve many of the goals associated with a sustainable river system in the short-run, while creating a framework for sustainability in the future. TNC does not expect that it will perform all the elements and actions in this plan, but it will work with stakeholders and partners to identify means by which required actions can be taken and objectives can be accomplished. TNC also recognizes that ultimately any strategic plan must be an organic document and must provide a flexible framework that can adapt changing circumstances and opportunities.

.

. This plan describes a multitude of strategies to achieve conservation objectives in the Basin. All strategies must be considered within the context of local circumstances, including geography, politics and stakeholders; however, the plan also includes strategies at both basin-wide and site-specific scales. Cross-cutting strategies will support efforts in the priority segments by creating additional tools and mechanisms. River specific activities will help us meet our conservation goals for the basin. Working at the basin-wide and sub-basin scale is necessary to achieve long-term sustainability in the basin, together with the willingness to measure outcomes and adapt our strategies if we are not meeting our goals. Most importantly, the plan must remain focused on the fundamental organizing principles and goals that inform our vision for the basin.

.

. Major strategies

.

. Cross-cutting strategies are those that go beyond specific places and create a long-term framework for success and new tools to achieve the Conservancy’s bio-diversity goals while also fulfilling our guiding principles. The strategies identified in this section can be divided into the following ten major categories:

.

. 1. Imperiled Species Conservation.

. 2. Sustainable Funding for Freshwater Conservation.

. 3. Water Management Reform.

.

. Sixteen Phase I River Segments

.

. The Nature Conservancy has selected 16 Phase I on-the-ground projects throughout the Colorado River basin. These are river related projects from the headwaters to the sea in the United States and Mexico to restore native fish and streamside vegetation, to control non-native vegetation, to improve flow patterns, and to protect floodplain habitats. The projects were selected as Phase I sites for two main reasons: 1) TNC believes it will get the biggest return on investment working in these places first, 2) TNC is already working on these rivers or has some capacity to work here in the near future.

.

. These Phase I rivers include:

. 1. Bill Williams River (Arizona)

. 2. Dolores and San Miguel Rivers (Colorado & Utah)

. 3. Escalante River (Utah)

. 4. Gunnison River (Colorado)

. 5. Lower Colorado River & Delta (Arizona, California, & Mexico)

. 6. Lower Green Colorado (Colorado & Utah)

. 7. Muddy River (Nevada)

. 8. San Juan River (Colorado, New Mexico, & Utah)

. 9. San Pedro River (Arizona)

. 10. Upper Colorado River (Colorado & Utah)

. 11. Upper Gila River (New Mexico & Arizona)

. 12. Upper Green (Wyoming)

. 13. Verde River (Arizona)

. 14. Virgin River (Utah, Nevada, & Arizona)

. 15. Yampa, White and Little Snake Rivers (Colorado, Wyoming, & Utah)

. 16. Zuni Headwaters (New Mexico)

. [pic]

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List of Potential Sponsors and Donations

Presentation Outline

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