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Skills application

Skills application
Complete

In this skills application, you will practise end-to-end ML project planning by developing a project charter for an internal compliance chatbot at a financial services company. You will align stakeholders, define scope, milestones, roles and KPIs - then submit your work to compare against the expert solution.

Skills application illustration

Context

The organisation plans an ML-powered chatbot for internal compliance: answering common questions, pointing employees to policies and clarifying regulatory requirements. Goals include efficiency, reduced load on the compliance team and easier access across departments.

Success criteria

Your submission should:

  • Present a clear project charter (stakeholder analysis, scope, objectives, timeline, milestones, roles, success metrics).
  • Be submitted via the form below to unlock the solution example on the next page.

Instructions

Work through these steps (they map to a typical charter):

  1. Stakeholder analysis - Needs, concerns and priorities (compliance, HR, IT, end users).
  2. Project scope - Features (FAQs, policy pointers, escalation), primary objective, boundaries.
  3. Timeline and milestones - Phases (data, build, test, deploy), dependencies, at least three high-level milestones.
  4. Roles and responsibilities - Core team and how each contributes.
  5. Success metrics and KPIs - Three to four quantitative metrics with target values.

Materials: Project charter template

Download Unit 3 - Skills applications - Project charter template (same PDF as on My Multiverse).

Materials: Stakeholder profiles

Download Unit 3 - Skills application - Stakeholder profiles (same PDF as on My Multiverse).

Download stakeholder profiles (PDF)

Upload completed work (Coming Soon)

Want to go deeper?

After submitting, reflect on trade-offs between stakeholders, how you chose KPIs and how you would socialise the plan with leadership and engineering.

Describe your findings from the stakeholder analysis.

Define the project scope.

Define timelines and key milestones.

Describe team roles and responsibilities.

Define success metrics and KPIs.

Describe your findings from the stakeholder analysis part of the task.
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Define the project scope and describe it here.
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Define your project timelines and key milestones.
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Describe the team roles and responsibilities for this project.
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Define the success metrics and KPIs you've defined for this project.
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In progress