Project Charter Project Tax Preparation Outreach Program Created By Jane Doe Date January 24th 2024 Phone Your Phone Number Email [email protected] Mission This project aims at training volunteers and setting up a free tax preparation service for individuals with a low income. The project involves building training manuals, workshops for volunteers, marketing of the free services, scheduling of the volunteers, establishing a tax preparation facility, meeting up with clients to prepare five hundred tax returns and collection of feedback.
Doc Number Symeshia Lias
Version XX
Print Date 11/1/02
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Project Charter
Project Tax Preparation Outreach Program
Created By Jane Doe Date January 24th 2024
Phone Your Phone Number Email [email protected]
Mission This project aims at training volunteers and setting up a free tax preparation service for individuals with a low income. The project involves building training manuals, workshops for volunteers, marketing of the free services, scheduling of the volunteers, establishing a tax preparation facility, meeting up with clients to prepare five hundred tax returns and collection of feedback. The main aim is to help five hundred individuals file their taxes by June 20th, 2024, on a $7000 budget funded by a non- governmental organization.
The mission is to create a program that reaches out and provides free tax preparation services to low-income individuals in the community.
Objectives To Provide tax preparation services to at least five hundred low- income individuals or more.
To Increase the people’s awareness on free tax preparation services in our community
To Recruit and train volunteers to prepare basic tax returns.
Deliverables Tax preparation services for 500 individuals or more
Marketing materials including flyers, social media graphics, emails, and hashtags.
Training manual and four training workshops for volunteers
Stakeholders Jane Doe, Project Manager
John Smith, Executive Director of Community Center (Project Sponsor)
Mary Johnson, Volunteer Coordinator
Twenty-five tax prep volunteers
Local low-income individuals
Roles and Responsibilities
Jane Doe responsible for overall project management
John Smith provides funding and approves major decisions.
Mary Johnson recruits, trains, and manages volunteers.
Volunteers prepare tax returns.
Key Consulting Inc, 4848 Railroad Ave NE, Seattle, WA 98105 www.consulting.ky (206) 523-1927 Ver 3.1 Copyright 2003
Doc Number Symeshia Lias
Version XX
Print Date 11/1/02
Page Page 2 of 2
High-Level Work Breakdown Structure
Prepare 1.1 Develop training manual 1.2 Recruit volunteers 1.3 Hold volunteer training workshops.
Market 2.1 Design marketing materials 2.2 Distribute marketing materials.
Provide Services 3.1 Schedule volunteers.
3.2 Set up tax prep facility 3.3 Provide tax preparation services 3.4 Gather client feedback
Project Milestone
April 15, 2024 – Completed 500 tax returns
In-scope and out of scope
Tax preparation, Training volunteers, Marketing of services
Legal advice, Tax planning, Tax appeals
Assumptions Able to recruit 25+ volunteers with basic tax knowledge.
Local community center grants usage of their facility
Communication s
Weekly team meetings, Volunteer email group, Shared folders
Risks Not enough volunteers, technical issues, Demand exceeds capacity
Documentation Shared project folder on internal network
Budget $7,000 funded by QPR Nonprofit
Note
All the names used in the document are arbitrary and can be changed.
Key Consulting Inc, 4848 Railroad Ave NE, Seattle, WA 98105 www.consulting.ky (206) 523-1927 Ver 3.1 Copyright 2003
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