View
214
Download
0
Embed Size (px)
Citation preview
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
Formulation (G1) Preparation (G2) Plan, Authorize, Execute Components Closure (G5)
PROGRAM DEFINITION PROGRAM DELIVERY PROGRAM CLOSURE
PROGRAMPHASE GATE LIFECYCLE
Str
ate
gy
Deplo
ym
ent
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
GATE 2PROGRAM PREPARATION
Formulation (G1) Preparation (G2) Plan, Authorize, Execute Components Closure (G5)
PROGRAM DEFINITION PROGRAM DELIVERY PROGRAM CLOSURE
Gate 2
60 Min Presentation
Str
ate
gy
Deplo
ym
ent
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
-
1. Scope and Prioritization
2. Organizational Structure
3. Component Management Plan
4. User Requirements
5. Benefits Register
6. Program Roadmap
7. Financial Picture
8. Human Resource Staffing Plan
9. Risk Management Plan
10. Communications Plan
3
Approval Required
Review, Recommend Change
Approval Required
Approval Required
Approval Required
Review, Recommend Change
Approval Required
Review, Recommend Change
Approval Required
ExpectationsDocuments for Review
G2
Documents and Approval Expectations
Approval Required
Program Execution Plan
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
GATE 2 – PREPARATION
SCOPE AND PRIORITIZATION
4
I. VISION (REVISED)
[A one-sentence statement describing long-term desired change resulting from this effort. What issue/opportunity will this program provide the site?]
II. SCOPE (FINAL)
[Provide high level Scope Statement that will be used for all future P3MO data collection]
IV. OUT OF SCOPE
[What is excluded from the scope of this project.]
[Program/Breakthrough Title]
[Project Component 1]
[Project Component 2]
[Project Component 3]
[Project Component 4]
[Project Component 5]
III. COMPONENTS Approved - In Execution Not Approved Yet
Phase 2Phase 1
# Key Success Factors
1 (ex: High Level Sponsorship)
2(Ex: Unified program governance with a High level of involvement from all Business Partners and shared objectives with business leaders)
3 (ex: Change management Program)
[REVISED FROM GATE 1]
V. PRIMARY BENEFITS (FINAL) # Benefit Category Program Objective/Outcome to Realize Benefit
1
[Insert Primary
benefit categories
located on right. Ex:
Cost of Goods]
[Insert the Program Objective that must be
accomplished to demonstrate contribution to this
Benefit Category – Desired End State or Outcome]
2
[Insert Secondary
benefit category
located on right]
[Insert the Program Objective that must be
accomplished to demonstrate contribution to this
Benefit Category – Desired End State or Outcome]
3
[Insert Other key
benefit category
located on right]
[Insert the Program Objective that must be
accomplished to demonstrate contribution to this
Benefit Category – Desired End State or Outcome]
[benefit Driver –>]
FEASIBILITY
ATTRACTIVENESS
[SCORE]
[SCORE]
6. Strategic Direction 5. Involvement
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
6
GATE 2 – PREPARATION
ORGANIZATIONAL
STRUCTURE
VI. STEERING COMMITTEE [REVISED]
[Insert Comments]
VII. CORE TEAM
Role Dept Name Primary Responsibilities
Sponsor [dept] [Name]
PgM [dept] [Name]
Lead End User [dept] [Name]
[other] [dept] [Name]
[other] [dept] [Name]
Role Dept Name Primary Responsibilities
Sponsor [dept] [Name]
PgM [dept] [Name]
Lead End User [dept] [Name]
[other] [dept] [Name]
[other] [dept] [Name]
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
Operate as a
Network
Supply Product Reliably
Drive Adapt-ability
[Process] [#] [#] [#]
8
GATE 2 – PREPARATION
COMPONENT
MANAGEMENT PLAN
VIII. PROCESS TO INITIATE, TERMINATE, AND TRANSITION COMPONENTS
INITIATE: [This section describes the process and the criteria the board follows to initiate new components to be part of the program][Example: • New or Unapproved Components: Any new or previously unapproved components/projects must present their Gate 1’s and 2s to the full
Portfolio Council to be included in the program’s scope].• Approved Components: The Program Steering Committee will have the authority to approve supporting Gate 1 and Gate 2’s for ALL
components/projects listed in this Program’s Gate 2 Program Execution Plan. • Note: All components will be required to submit Gate 1s (Business Cases) and Gate 2 (PEPs and URSs) to the P3MO for Program Archive.
CANCEL / TERMINATE COMPONENTS: [This section describes the process and the criteria the board follows to terminate approved components][Example: • Impacting Benefit Delivery: Program Steering Committee with have the authority to terminate ANY components listed in this Program’s
Gate 2 that don’t impact the program’s ability to deliver on the expected benefits • Not Impacting Benefit Delivery: All terminations that impact the program’s ability to deliver on the expected benefits must be approved
the Portfolio Council. Also, the Program Steering Committee will notify the P3MO and Key Program Stakeholders.
TRANSITION: [This section describes the process and the criteria the board follows to transition components when the work is complete and benefits have been realized.][Example: • Completed Requirements: Program Steering Committee with have the authority to transition ANY components using the P3MO closeout
process, once they feel they have achieved the scope and transition plan.• Escalation: All transitions must be escalated to the P3MO and Key Program Stakeholders. Additionally, the P3MO will notify the Portfolio
Council via needed levels of urgency.]• Note: All components will be required to submit Gate 5s (Closeout Docs) to the P3MO for Program Archive.
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
GATE 2 – PREPARATION
PROGRAM REQUIREMENTS
[USER REQUIREMENTS]
<Comments>
# Category Requirement User Acceptance Criteria for Transition into Operations Due Date
1 Functionality <process, integration, standard> [Expected Transition state – What does “done” look like?]
2 Technical <material, utility, other technical> [Expected Transition state – What does done look like?]
3 Usability<ease of Use, Documentation, Impact>
[Expected Transition state – What does done look like?]
4 Performance<availability, responsiveness, reliability, Capability, scalability, validation>
[Expected Transition state – What does done look like?]
5 Regulatory <Pharmaceutical, legal, Safety> [Expected Transition state – What does done look like?]
IX. USER REQUIREMENTS (PROVIDED BY LEAD END USER)
10
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
13
GATE 2 – PREPARATION
BENEFITS REGISTER
#Benefit
Category orType
Benefit to be delivered (SMART)
Component(s) contributing to
Benefit
Measurement Method
Benefit Owner
KPI Baseline
KPI Target
Full realizatio
n date
Yr
1
Yr
2
Yr
3
Yr
4
1[Ex: Headcount]
[Example: Save 150 man-hours in QC Lab by 2016]
• [Project X]• [Project y]• [Project z]
[ex: QC Method Testing StandardProcess Assessment]
[Name,Dept]
[Ex: 500hrs}
[Ex:350hrs] [date]100%
2 [Ex: Yield]
[Example: Increase Yield by 30% in Suite 1 by 2017]
• [Project X]• [Project y]• [Project z]
[What is the
baseline that the site is at
now]
[KPI Target to achieve success]
[date] 40%100%
3[Ex: Capacity]
[Example: Increase Capacity by 30% in Suite 2by 2017]
• [Project X]• [Project y]• [Project z]
[What is the
baseline that the site is at
now]
[What is the KPI
Target to achieve success]
[date] 20% 40%100%
X. BENEFITS REGISTER
SLIDE MUST BE PREPARED IN COLLABORATION WITH FINANCE.
[EXPANDED FROM GATE 1]
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
17
GATE 2 – PREPARATION
PROGRAM ROADMAP AND
PHASE GATE SCHEDULE
XIII. PROGRAM ROADMAP PROGRAM KICKOFF: [DATE] CLOSE: [DATE]
2015 2016 2017 2018 2019 2020
CRITICAL PATH
PROJECTS[PROJECT 1] [PROJECT 2] [PROJECT 3]
[PHASE 1]
[PHASE 2]
[PHASE 1]
ENABLING
PROJECTS
[PROJECT 4]
[PHASE 2]
[PROJECT 6]
[PROJECT 7]
[PROJECT 5]
ENABLING
PROJECTS
CRITICAL PATH
PROJECTS
[PROJECT 11]
[PROJECT 13]
[PROJECT 12]
1 2 3
[Milestone] [Milestone] [Milestone]
[Benefit
Delivered
at
end of
Phase 1]
[PROJECT 8] [PROJECT 9] [PROJECT 10]4 5 6
[Milestone] [Milestone] [Milestone]
[Benefit
Delivered
at
end of
Phase 2]
XII. PHASE GATE SCHEDULE
Benefit Delivery (G3)
Council Approves Request for Phase 2 of Execution [Start – End Date]
Closure (G5)
Transition to Benefit Sustainment Phase
[Target Date]
[EXPANDED FROM GATE 1]
Schedu
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
20
GATE 2 – PREPARATION
FINANCIAL REQUIREMENTS
(~80% ACCURACY)
SLIDE MUST BE PREPARED IN COLLABORATION WITH FINANCE.
Total Cost / Annual Spend [Year 1] [Year 2] [Year 3] [Year 4]
CapEx $$ $$ $$ $$
OpEx $$ $$ $$ $$
IX. FINANCIAL PLAN
Total Savings [Year 1] [Year 2] [Year 3] [Year 4] [Year 5]
Savings per Year $$ $$
X. FUNDING ROADMAP (AED)[Year 1] [Year 2]
Project OpEx CapEx LRP Year Phased Funding Req'dLast Gate
CompletedQ1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
[Project 1] $XX $XX N/AYes:
Phase 1 - $X QX201XPhase 2 - $X QX201X
Gate 0AED
Approval[date]
[Project 2] $XX $XX 201X NoneAED Approval
[date]
[Project 3] $XX $XX 201XAED
Approval[date]
[Project 4] $XX $XX 201XAED Approval
[date]
[Project 5] $XX $XX 201XAED Approval
[date]
Total CapEx
Total OpEx
$$ $$ $$Total
SavingsMax 1-Year
Savings$$ $$NPV
[EXPANDED FROM GATE 1]
AED Approval needed
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
21
GATE 2 – PREPARATION
HUMAN RESOURCE
STAFFING PLAN
ROLE DEPT NAME ResponsibilitiesQX YR
QX YR
QX YR
QX YR
AvgLOE %
Total Hrs
MgrApprove
(Y, N)
Known conflicting priorities
Sponsor
Accountable for the business case. Ensures robust drivers for investing resources in this initiative, and ensures the drivers remain robust throughout the initiative’s lifecycle.
[LOE % or Hrs]
[LOE % or Hrs]
[LOE % or Hrs]
[LOE % or Hrs]
[50%][180 hrs]
PM/PgM
Accountable for the planning and execution of the initiative, as well as identifying and escalating field conditions that can impact the business case.
Lead End User
Accountable for ensuring the end products are fit for purpose. Will incorporate the future state delivered by this initiative into their business as usual operations.
PM – Proj 1
PM – Proj 2
PM – Proj 3
PM – Proj 4
PM – Proj 5
SME
<Team Member>
<Team Member>
<Team Member>
Avg FTE’s Per Qtr
XI. HUMAN RESOURCES
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
GATE 2 – PREPARATION
RISK MGT PLAN
Risk Strategy: The Program initial risk assessment is above. This will be actively managed throughout the program execution phase. A clear communication path has been established for all risks – program and project specific. These risks will be reported bi-weekly through the PMO reporting tool by the L3 and L2 scheduler and responsible PMs, reviewed and escalated to the Program Manager and Sponsor as applicable, via the mechanism detailed below. • The risk owners and work stream leads will monitor risks and mitigation plans associated with their Level 3 schedules. The status updates,
identification of new risks, and trending of recurring risks will be monitored by the program controls team through updates to the PMO reporting tool.
• The Program leadership and steering committee will monitor and mitigate risks that impact adherence to the Level 2 schedule or those risks that impact multiple workstreams (e.g. resource challenges).
Risks will be escalated in the following order:• Level 3 Risks will be managed through the PM (as appropriate)• Level 2 Risks will be managed by the Program leadership team (weekly meeting)• Level 2 Risks that cannot be managed by the Program Leadership team will be escalated to Program Steering (biweekly meeting).• Level 2 Risks that cannot be managed by the Program Steering Committee will be escalated to the Program Sponsor (biweekly meeting).
XII. RISK REGISTER
# Type of Risk Benefit At Risk Potential Impact Prob Sev Recommended Mitigation
1[project dependency, Resources, Schedule, Cost, Scope, Benefit, Quality]
[Describe how these add Risk to delivery of the intended benefits]
[project dependency,
Resources, Schedule,
Cost, Scope, Benefit,
Quality]
[rating] [rating][List any how your project will mitigate these challenges]
2
3
4
5
[EXPANDED FROM GATE 1]
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
23
# Topic Expected Outcome Target Audience Forum Frequency Responsible Actions Target Date
1 [Performance Reporting]
[What result do we want from this communication?]
[Intended recipient of communication (Site, SLT, Managers, HR, etc)]
[What method of communication will we use? (Allston Today, EMT, Town Hall, SLT, etc)]
[What will be the frequency]
Who is responsible
[What actions are required to prepare this]
[Message Delivery Date]
2 [Risks and Escalations]
3 [Change Requests]
4 [Key Decisions]5 [Training]
6 [Knowledge Repository]
7 [Processes]
8[Policies and Policy Updates]
9 [Tools]10 [Organizational Updates]
11[Voice of CustomerFeedback or Input]
GATE 2 – PREPARATION
COMMUNICATIONS PLAN
XIII. COMMUNICATION PLAN
SPONSOR: [NAME]PGM: [NAME]
PROG # [INSERT #]
PROGRAM: [NAME]
+QDCI:
[SELECT
DRIVERS]
-
1. Scope and Prioritization
2. Program Organizational Structure
3. Component Management Plan
4. User Requirements
5. Benefits Register
6. Program Roadmap
7. Financial Requirements
8. Human Resource Staffing Plan
9. Risk Management Plan
10. Communications Plan
24
Gate DecisionDocuments Reviewed
G2
Approval
Status
• Approval: Benefit proposed is worth resources needed to execute
• Return: Return to this Gate with more information or different options before proceeding
• Cancelled: No further effort on this initiative will be made; work and resources stoppage
Program Execution Plan
Approved More Info Required Not Approved
Approved More Info Required Not Approved
Approved More Info Required Not Approved
Approved More Info Required Not Approved
Approved More Info Required Not Approved
Cancelled
G0 - Approved
Return
Approved More Info Required Not Approved
Approved More Info Required Not Approved
Approved More Info Required Not Approved