Page 96 - Budgeting for Managers

Planning and Budgeting a Project
Project Name: Customer Delights! Newsletter
Project Requested by: Owner
Project Manager: Customer Service Manager
Imposed Budget: $500 79
Underline One: desired limit
Imposed Delivery Date: 10/1/2003
Underline one required
Estimated Cost: $ not yet set
Estimated Delivery Date: 9/25/2003
Purpose (Justification):
We can increase sales by letting our customers know what we are
doing and by telling them about our new decorator items and servic-
es. Employees coming into the company don’t understand our cus-
tomers and need to learn to focus on the customer. Having them read
(and contribute to) Customer Delights! will help.
Initial Situation:
We are growing quickly as a company.The owner used to know every
customer personally and call each one two or three times a year.
Now, we are too big for that.We need a way to remind our cus-
tomers of the beauty we bring to their lives so they will come back
again.Also, some employees are still learning to keep a focus on
delighting our customer.We want them to see success stories and get
ideas in how to serve our customers better.
Current Situation:
August 11, 2003: We’ve decided to create the newsletter.The customer
service manager has talked to everyone, gotten in touch with our
advertising designer, and found a printer.This plan has been prepared.
Goal (Detailed Description):
On October 1, our customers will find our beautiful four-color, 16-
page, 5”x8” Customer Delights! magazine in their mailbox or pick one
up when they come by any of our three stores.They will see photos
of other customers’ homes (or maybe their own home) made beauti-
ful by our decorators.They will have a 10% discount coupon for any-
thing they buy before December 15 and a preview of our holiday gift
items. Every employee will receive a copy with a note hand-signed by

Table 5-3. Sample quick project overview for Customer Delights!
first issue (continued on pages 80 to 84)