32
WALKTHROUGH! Your Project Management World at CORTM

pDas

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Page 1: pDas

WA

LKTH

RO

UG

H!

Your

Pro

ject

Man

agem

ent W

orld

at C

OR

TM

Page 2: pDas

Pub

lishe

d in

201

2 by

CO

RTM

of C

assi

dian

– a

n E

AD

S c

ompa

ny®

CA

SS

IDIA

N

¡ T

he b

ookl

et “

Wal

kthr

ough

” gi

ves

a co

mpr

ehen

sive

ove

rvie

w o

n th

e pr

ojec

t man

agem

ent p

rinci

ples

, fun

ctio

nal a

nd o

pera

tiona

l

resp

onsi

bilit

ies

and

key

proc

esse

s ba

sed

upon

the

Cas

sidi

an a

ppro

ach.

The

con

tent

s of

the

“Wal

kthr

ough

” ar

e cu

stom

ized

for

CO

RTM

and

refl e

ct th

e st

atus

of O

ctob

er 2

012.

For

the

purp

ose

of k

eepi

ng th

e bo

okle

t up

to d

ate:

sub

ject

to c

hang

e re

serv

ed.

¡ A

ll co

nten

ts a

re a

lso

base

d up

on th

e C

assi

dian

Blu

e B

ook,

the

Cas

sidi

an B

MS

Por

tal,

the

Cas

sidi

an P

roce

ss H

ouse

and

the

CO

RTM

PM

Gui

delin

e (e

Boo

k). T

rans

form

atio

nal a

spec

ts a

re in

clud

ed.

¡ T

his

docu

men

t is

a bu

ildin

g bl

ock

and

a re

fere

nce

for

enric

hing

CO

RTM

pro

ject

pra

ctic

es a

nd p

erfo

rman

ce a

nd m

ust b

e us

ed a

s su

ch.

M

ore

deta

iled

info

rmat

ion

will

be a

vaila

ble

thro

ugh

WIN

the

Con

trac

t and

PM

@C

AS

SID

IAN

.

Page 3: pDas

1.

Obj

ectiv

e an

d sc

ope

......

......

......

......

......

......

......

......

......

......

......

......

......

......

......

.. 4

2.

Let‘s

pla

y an

d w

alk

thro

ugh

......

......

......

......

......

......

......

......

......

......

......

......

......

... 5

¡

Tota

l Pro

ject

Life

cycl

e ...

......

......

......

......

......

......

......

......

......

......

......

......

......

.....

6

¡

Con

trac

t Acq

uisi

tion.

......

......

......

......

......

......

......

......

......

......

......

......

......

......

....7

¡

Pro

ject

Rea

lisat

ion

......

......

......

......

......

......

......

......

......

......

......

......

......

......

.....

12

3.

Con

tact

and

whe

re to

fi nd

mor

e ...

......

......

......

......

......

......

......

......

......

......

......

... 2

6

4.

List

of a

bbre

viat

ions

.....

......

......

......

......

......

......

......

......

......

......

......

......

......

......

.. 2

7

5.

Fold

ed m

ap ..

......

......

......

......

......

......

......

......

......

......

......

......

......

......

......

......

......

30

CO

NTE

NT

Page 4: pDas

4 OB

JEC

TIV

E A

ND

SC

OP

E D

ear

CO

RTM

col

leag

ues,

this

litt

le b

ookl

et –

the

“Wal

kthr

ough

” of

you

r Pro

ject

Man

agem

ent W

orld

– p

rovi

des

a qu

ick

and

all-e

mbr

acin

g ov

ervi

ew o

f the

pha

ses

and

activ

ities

of t

he C

assi

dian

Tot

al P

roje

ct L

ifecy

cle.

It g

ives

a b

rief i

ntro

duct

ion

of

how

the

Tota

l Pro

ject

Life

cycl

e lo

oks

like

and

deliv

ers

the

key

info

rmat

ion

for

unde

rsta

ndin

g th

e „g

lue“

of t

he

inte

rrel

ated

pro

cess

es. A

poc

ketf

ul o

f pha

ses,

act

iviti

es a

nd te

mpl

ate

tips

to h

elp

anyo

ne in

volv

ed in

the

proj

ect l

ifecy

cle

proc

ess

to g

et th

e m

ost f

rom

it!

Ple

ase

note

, tha

t the

“W

alkt

hrou

gh”

does

not

giv

e th

e co

mpl

ete

info

rmat

ion

need

ed to

acq

uire

and

exe

cute

a

proj

ect.

Inst

ead

of b

eing

“ju

st a

noth

er P

M G

uidl

ine”

, it i

s m

ore

like

a co

mpa

ss to

fi nd

and

und

erst

and

the

way

th

roug

h th

e pr

ojec

t pro

cess

laby

rinth

.

For

deta

iled

info

rmat

ion

plea

se c

heck

the

cont

inua

tive

hint

s lis

ted

on th

e Li

fecy

cle

activ

ity c

ards

or

use

the

resp

ectiv

e in

form

atio

n an

d th

e co

ntac

t dat

a at

the

end

of th

is b

ookl

et.

Bes

t reg

ards

, Tor

sten

Zin

n

Page 5: pDas

5 ©

CA

SS

IDIA

N –

All

right

s re

serv

ed

LET‘

S P

LAY

AN

D W

ALK

TH

RO

UG

H

Page 6: pDas

6 TOTA

L P

RO

JEC

T LI

FEC

YC

LE*

– P

HA

SE

S

Co

ntra

ct A

cqui

siti

on

Pro

ject

Rea

lisat

ion

Ram

p-up

......

Dis

posa

l

Po

rtal

: WIN

the

Co

ntra

ctP

ort

al: P

M@

CA

SS

IDIA

N

Sal

es =

P

roce

ss O

wne

rP

MO

Eng

Com

mC

TC

Con

tent

Ow

ner

Con

trib

utor

y

PM

O =

P

roce

ss O

wne

r

Eng

Com

mS

upp

Con

tent

Ow

ner

Con

trib

utor

y

* S

ee a

ttac

hed

leafl

et

Opp

ortu

nity

......

Aw

ard

of C

ontr

act

Page 7: pDas

7 ©

CA

SS

IDIA

N –

All

right

s re

serv

ed

CO

NTR

AC

T A

CQ

UIS

ITIO

N –

LIF

EC

YC

LE P

ER

IOD

S

Sal

es =

P

roce

ss O

wne

rP

MO

Eng

Com

mC

TC

Con

tent

Ow

ner

Con

trib

utor

y

Op

po

rtun

ity

Man

agem

ent

Verif

y bu

sine

ss

Bus

ines

sid

eaD

ecid

e fo

rG

o/N

o G

oP

roce

ssR

FI/R

FPD

ecid

e fo

rB

id/N

o B

idD

ecid

e fo

rP

ropo

sal/

Tend

er

Sta

rtne

gotia

tion

Co

ntra

ctR

evie

w

Per

form

cam

paig

n

Cus

tom

er

revi

ew

prop

osal

Per

form

cont

ract

nego

tiatio

nVe

rify

RFQ

Pre

pare

prop

osal

Bid

/No

Bid

Pre

par

atio

nP

rop

osa

lP

rep

arat

ion

Co

ntra

ctN

ego

tiat

ion

TY

PIC

AL

EN

TR

Y P

OIN

T

FOR

CO

RT

M

PM

O =

P

roce

ss O

wne

r

Eng

Com

mS

upp

Con

tent

Ow

ner

Con

trib

utor

y 0302

0104

Page 8: pDas

8 CO

NTR

AC

T A

CQ

UIS

ITIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– IN

ITIA

TIN

G

Sta

rtin

g P

oin

t: R

FP/R

FQ is

rece

ived

Wha

t: V

erify

RFP

Who

: Sal

es w

ith P

MO

, Eng

, Com

m, C

TCE

ndin

g P

oin

t: P

hase

Rev

iew

2 (P

R02

)

Maj

or

step

s:¡ U

nder

stan

d S

ales

role

¡ S

trat

egic

Go/

No

Go

¡ E

nter

into

CR

M (S

ales

) to

docu

men

t thi

s sa

les

ac

tivity

¡ C

ateg

oris

e th

e pr

ojec

t (P

MO

) to

dete

rmin

e th

e

impo

rtan

ce o

f the

pro

ject

and

the

rele

vant

nex

t

step

s

¡ F

ill in

the

Pro

ject

Mgm

t Ris

k &

Opp

ort.

Pla

n (P

MO

) to

pre

pare

for

entr

y in

CR

M &

AR

M to

ols

¡ P

erfo

rm S

NR

for

gold

and

pla

tinum

cat

egor

y (C

TC)

to

ens

ure

the

right

sta

keho

lder

par

ticip

atio

n¡ P

repa

re B

id/N

o B

id d

ecis

ion

= P

R02

(Sal

es) t

o en

ter

P

ropo

sal P

lann

ing

& P

repa

ratio

n¡ P

erfo

rm P

R02

(All)

to re

ach

a G

o or

No

Go

deci

sion

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

C

hapt

er 2

0, T

1-T4

act

ions

Bid

/No

Bid

Pre

par

atio

nP

rop

osa

lP

rep

arat

ion

Co

ntra

ctN

ego

tiat

ion

Op

po

rtun

ity

Man

agem

ent

Page 9: pDas

9 ©

CA

SS

IDIA

N –

All

right

s re

serv

ed

CO

NTR

AC

T A

CQ

UIS

ITIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– IN

ITIA

TIN

G

Sta

rtin

g P

oin

t: In

tern

al K

ick-

Off

Wha

t: P

repa

re P

ropo

sal

Who

: Sal

es w

ith P

MO

, Eng

, Com

m, C

TCE

ndin

g P

oin

t: P

hase

Rev

iew

3 (P

R03

)

Maj

or

step

s:¡ N

omin

ate

the

Pro

ject

Man

ager

(PM

O) f

or tr

ansi

tion

of g

over

nanc

e fr

om S

ales

� P

MO

¡ C

reat

e te

chni

cal a

nd c

omm

erci

al p

ropo

sal

(E

ng +

Com

m) a

s pr

ereq

uisi

te fo

r jo

ined

tend

er

¡ If

nec

essa

ry: r

e-ca

tego

rise

proj

ect (

PM

O) t

o en

sure

th

e im

port

ance

and

ver

ify th

e ca

tego

ry¡ Id

entif

y qu

alita

tive

and

quan

titat

ive

risks

& o

ppor

t. (P

MO

) and

fi ll

the

man

dato

ry r

isk

regi

ster

= A

RM

¡ E

nter

ris

ks &

opp

ort.

into

AR

M to

ol (P

MO

) to

com

ply

with

RO

M s

tand

ards

¡ C

reat

e S

OW

(PM

O/b

id te

am) t

o ca

ptur

e al

l re

quire

men

t¡ F

ill C

aptu

re P

lan

(PM

O) t

o in

tegr

ate

into

ove

rall

bu

sine

ss p

lan

¡ P

erfo

rm T

PR

for

gold

and

pla

tinum

cat

egor

y (C

TC)

to e

nsur

e te

chni

cal f

easi

bilit

y ¡ P

erfo

rm C

PR

(Com

m) t

o de

liver

the

com

mer

cial

pr

opos

al

¡ P

repa

re p

ropo

sal d

eliv

ery

to c

usto

mer

dec

isio

n =

PR

03 (S

ales

) to

ente

r ne

gotia

tion

cycl

e¡ P

erfo

rm P

R03

(All)

to re

ach

a G

o or

No

Go

de

cisi

on

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

C

hapt

er 2

0, T

5-T1

2 ac

tions

Bid

/No

Bid

Pre

par

atio

nP

rop

osa

lP

rep

arat

ion

Co

ntra

ctN

ego

tiat

ion

Op

po

rtun

ity

Man

agem

ent

Cre

ate

SO

W (P

MO

/bid

team

) to

capt

ure

all

Page 10: pDas

10 CO

NTR

AC

T A

CQ

UIS

ITIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– IN

ITIA

TIN

G

Sta

rtin

g P

oin

t: P

ropo

sal r

eady

for

deliv

ery

Wha

t: T

rans

form

pro

posa

l � s

igne

d co

ntra

ctW

ho: S

ales

with

PM

O, E

ng, C

omm

, CTC

End

ing

Po

int:

Pha

se R

evie

w 4

(PR

04)

Maj

or

step

s:¡ D

eliv

er p

ropo

sal t

o cu

stom

er (S

ales

) to

initi

ate

nego

tiatio

n cy

cle

¡ W

ait f

or c

usto

mer

feed

back

¡ N

egot

iate

fi na

l con

trac

t (S

ales

) to

deal

with

ulti

mat

e cu

stom

er c

ontr

act-

spec

ifi c

requ

irem

ents

¡ If

nec

essa

ry: r

e-ca

tego

rise

proj

ect (

PM

O) t

o en

sure

th

e im

port

ance

and

ver

ify th

e ca

tego

ry¡ U

pdat

e ris

k re

gist

er, S

OW

and

Cap

ture

Pla

n (P

MO

/bi

d te

am) t

o re

fl ect

cha

nges

to o

rigin

al p

ropo

sal

¡ P

erfo

rm T

BR

(Eng

) and

CB

R (C

omm

) to

upda

te

tech

nica

l and

com

mer

cial

pro

posa

ls

¡ C

reat

e, d

eliv

er a

nd s

ign

fi nal

pro

posa

l for

cus

tom

er

sign

atur

e¡ P

repa

re re

view

of t

he s

igne

d co

ntra

ct =

PR

04 (A

ll)

to e

nter

pro

ject

Pla

nnin

g P

hase

¡ P

erfo

rm P

R04

(All)

to re

ach

a G

o or

No

Go

deci

sion

¡ P

erfo

rm le

sson

s-le

arnt

exe

rcis

e im

med

iate

ly a

fter

P

R04

(All)

to fe

ed o

ur k

now

ledg

e ba

se¡ C

ompa

re s

igne

d re

quire

men

ts a

gain

st o

rigin

al

scop

e (A

ll) to

avo

id in

fl atio

n of

requ

irem

ents

Co

rres

po

ndin

g In

fo b

y B

usin

ess

Cap

ture

Ser

vice

&

Bid

Cen

ter

Co

ord

inat

ion:

Intr

anet

> I

nsid

e >

S

ales

> S

ales

Ope

ratio

ns &

Ope

ratio

nal M

arke

ting

>

Bus

ines

s C

aptu

re S

ervi

ce &

Bid

Cen

ter

Coo

rdin

atio

n

Bid

/No

Bid

Pre

par

atio

nP

rop

osa

lP

rep

arat

ion

Co

ntra

ctN

ego

tiat

ion

Op

po

rtun

ity

Man

agem

ent

Cre

ate,

del

iver

and

sig

n fi n

al p

ropo

sal f

or c

usto

mer

Page 11: pDas

11

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

NO

TES

Wan

t to

take

not

es in

bet

wee

n? Y

ou‘re

wel

com

e to

use

this

pag

e…

Page 12: pDas

12 PR

OJE

CT

RE

ALI

SAT

ION

– L

IFE

CY

CLE

PE

RIO

DS

Sal

es =

P

roce

ss O

wne

rP

MO

Eng

Com

mC

TC

Con

tent

Ow

ner

Con

trib

utor

y

PM

O =

P

roce

ss O

wne

r

Eng

Com

mS

upp

Con

tent

Ow

ner

Con

trib

utor

y

Rea

lisat

ion

star

t

Cond

uct

proj

ect k

ick-

off;

set u

p re

sour

ces

and

logi

stic

s;

popu

late

the

proj

ect

Fina

lise

proj

ect c

harte

r:   p

roje

ct p

lan

  pro

ject

sch

edul

e  W

BS

  mile

ston

es

Deve

lop

fi rst

sp

ec d

rafti

ngFr

eeze

fi na

l de

sign

and

deve

lop

deliv

erab

les

Inte

grat

e al

l sys

tem

co

mpo

nent

s

Verif

y an

d va

lidat

e sy

stem

w

orkin

g

Prod

uce

prod

uct,

inst

all

and

impl

emen

t at

cus

tom

er

Perfo

rm

mai

nten

ance

and

supp

ort

serv

ices

Perfo

rm

debr

iefi n

g,

clos

e pr

ojec

t

Scra

p, a

rchi

ve

proj

ect d

ata

and

recy

cle

Rea

lisat

ion

Plan

ning

Initi

alD

esig

nSy

stem

Des

ign

Inte

grat

ion

Qua

lifi c

atio

nPr

oduc

tion

Inst

alla

tion

Com

miss

ionin

g

Supp

ort

Serv

ice

Clo

sure

Less

ons

Lear

ntD

ispo

sal

Mob

ilisat

ion

Proj

ect

Ram

p-U

p

0506

0708

0910

1112

Page 13: pDas

13

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

PR

OJE

CT

RE

ALI

SAT

ION

– L

IFE

CY

CLE

PE

RIO

DS

– P

LAN

NIN

G

Sal

es =

P

roce

ss O

wne

rP

MO

Eng

Com

mC

TC

Con

tent

Ow

ner

Con

trib

utor

y

Pro

ject

is p

lann

ed, c

omm

unic

ated

and

se

t-up

. Pla

nnin

g ha

s be

en re

-bas

e lin

ed

acco

rdin

g to

con

trac

t. N

eces

sary

re

sour

ces

are

mob

ilise

d an

d in

pla

ce.

Mob

ilisa

tion

Pro

ject

Ram

p-U

pR

ealis

atio

nP

lann

ing

Rea

lisat

ion

star

t

PM

O =

P

roce

ss O

wne

r

Eng

Com

mS

upp

Con

tent

Ow

ner

Con

trib

utor

y

05

Page 14: pDas

14 PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– P

LAN

NIN

G

Sta

rtin

g P

oin

t: C

ontr

act s

igne

d an

d G

o-de

cisi

on,

PR

04 p

asse

dW

hat:

Kic

koff

and

asse

mbl

y of

reso

urce

sW

ho: P

MO

with

Eng

End

ing

Po

int:

Pha

se R

evie

w 5

(PR

05)

Maj

or

step

s:¡ A

ssem

ble

reso

urce

s ¡ S

et u

p lo

gist

ics

¡ M

aste

r sc

hedu

le d

etai

led

to le

vel 1

¡ R

ealis

e co

mm

on u

nder

stan

ding

of r

oles

and

resp

onsi

bilit

ies

¡ P

erfo

rm L

esso

n Le

arnt

on

Con

trac

t Sig

natu

re

¡ C

heck

com

plia

nce

betw

een

requ

irem

ents

and

si

gned

requ

irem

ents

¡ R

evie

w a

nd fr

eeze

the

proj

ect c

ateg

oris

atio

n ¡ P

erfo

rm th

e S

RR

eng

inee

ring

revi

ew

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

21

Mo

bili

sati

on

Pro

ject

Ram

p-U

pR

ealis

atio

nP

lann

ing

Con

trac

t sig

ned

and

Go-

deci

sion

,

Page 15: pDas

15

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– P

LAN

NIN

G

Sta

rtin

g P

oin

t: M

obili

satio

n an

d P

roje

ct r

amp-

up

com

plet

edW

hat:

Fin

alis

e th

e P

roje

ct C

hart

aW

ho: P

MO

with

Eng

End

ing

Po

int:

Pha

se R

evie

w 5

(PR

05)

Maj

or

step

s:¡ C

ompl

ete

all e

lem

ents

of t

he P

roje

ct C

hart

a ¡ A

lign

all w

orki

ng p

acka

ges

with

reso

urce

s¡ U

pdat

e in

the

Pro

ject

Ris

k &

Opp

ort.

Mgm

t Pla

n (P

MO

)¡ P

erfo

rm P

R05

(All)

to re

ach

a pa

ss to

the

Exe

cutio

n P

hase

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

21

Mo

bili

sati

on

Pro

ject

Ram

p-U

pR

ealis

atio

nP

lann

ing

Page 16: pDas

16 PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

PER

IOD

S –

EXE

CU

TIO

NW

IN t

he C

ont

ract

PM

@C

AS

SID

IAN

Sal

es =

P

roce

ss O

wne

rP

MO

Eng

Com

mC

TC

Con

tent

Ow

ner

Con

trib

utor

y

Proj

ect a

nd s

yste

m

desi

gn m

atur

e to

sta

rt de

taile

d de

sign

per

iod.

Mat

urity

for s

yste

m

inte

grat

ion.

Des

ign

is

acce

ptab

le in

term

s of

cu

stom

er re

quire

men

ts,

qual

ity, r

egul

atio

ns a

nd

stan

dard

s.

Mat

urity

of i

nteg

rate

d sy

stem

is s

uffi c

ient

to

pro

ceed

. Des

ign

wor

ks a

ccor

ding

to

spec

ifi ca

tion.

Del

iver

y re

adin

ess.

Se

rvic

es a

re p

repa

red

for t

hrou

gh-li

fe s

uppo

rt.

Syst

em h

as b

een

certi

fi ed/

qual

ifi ed

. All

regu

latio

ns a

nd s

tand

ards

ha

ve b

een

met

. Pro

ject

m

et th

e sp

ecifi

catio

ns

and

requ

irem

ents

. M

anuf

actu

ring

proc

ess

has

been

pro

ven.

Initi

al D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Des

ign

Inte

grat

ion

Qua

lifi c

atio

nP

rodu

ctio

nIn

stal

latio

nC

omm

issi

onin

gS

uppo

rt S

ervi

ce

PM

O =

P

roce

ss O

wne

r

Eng

Com

mS

upp

Con

tent

Ow

ner

Con

trib

utor

y

0607

0809

10

Page 17: pDas

17

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– E

XEC

UTI

ON

Sta

rtin

g P

oin

t: P

lann

ing

Pha

se c

ompl

eted

, P

R05

pas

sed

Wha

t: D

esig

n a

blue

prin

t for

the

deve

lopm

ent o

f the

de

liver

able

Who

: PM

O w

ith E

ngE

ndin

g P

oin

t: P

hase

Rev

iew

6 (P

R06

)

Maj

or

step

s:¡ T

echn

ical

ly re

view

the

basi

c de

sign

app

roac

h fo

r ea

ch c

onfi g

ured

item

(CI)

¡ E

valu

ate

the

proc

ess,

tech

nica

l ade

quac

y, a

nd r

isk

reso

lutio

n (o

n te

chni

cal,

cost

, and

sch

edul

e ba

sis)

of

the

sele

cted

des

ign

appr

oach

¡ D

eter

min

e its

com

patib

ility

with

per

form

ance

and

en

gine

erin

g sp

ecia

lty re

quire

men

ts o

f the

CI

deve

lopm

ent s

peci

fi cat

ions

¡ E

stab

lish

the

phys

ical

and

func

tiona

l int

erfa

ces

amon

g th

e C

I and

oth

er it

ems

of e

quip

men

t,

faci

litie

s, c

ompu

ter

soft

war

e an

d pe

rson

nel

¡ E

stab

lish

test

pla

ns o

r ot

her

suita

ble

verifi

cat

ion

proc

edur

es¡ P

repa

re fo

r th

e S

DR

/PD

R e

ngin

eerin

g re

view

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

10

Init

ial D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Des

ign

Inte

gra

tio

nQ

ualifi

cat

ion

Pro

duc

tio

nIn

stal

lati

on

Co

mm

issi

oni

ngS

upp

ort

Ser

vice

Sta

rtin

g P

oin

t: P

lann

ing

Pha

se c

ompl

eted

,

Init

ial D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Page 18: pDas

18 PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– E

XEC

UTI

ON

Sta

rtin

g P

oin

t: P

relim

inar

y S

yste

m D

esig

nav

aila

ble,

revi

ewed

and

agr

eed,

PR

06 p

asse

dW

hat:

Rea

lise

the

solu

tion

Who

: PM

O w

ith E

ngE

ndin

g P

oin

t: P

hase

Rev

iew

7 (P

R07

)

Maj

or

step

s:¡ D

evel

op/r

ealis

e th

e de

liver

able

s¡ A

pply

sta

nd-a

lone

test

s/ve

rifi c

atio

ns¡ A

lign

with

ILS

func

tions

to a

sses

s su

ppor

t ser

vice

s¡ C

heck

sol

utio

ns a

gain

st c

ontr

acte

d pe

rfor

man

ce,

stab

ility

, ava

ilabi

lity,

etc

.¡ T

est s

olut

ions

aga

inst

qua

lity

requ

irem

ents

¡ P

repa

re fo

r th

e C

DR

eng

inee

ring

revi

ew

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

10

Init

ial D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Des

ign

Inte

gra

tio

nQ

ualifi

cat

ion

Pro

duc

tio

nIn

stal

lati

on

Co

mm

issi

oni

ngS

upp

ort

Ser

vice

Pre

limin

ary

Sys

tem

Des

ign

Det

aile

d S

yste

m

Inte

gra

tio

n

Page 19: pDas

19

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– E

XEC

UTI

ON

Sta

rtin

g P

oin

t: F

inal

des

ign

froz

en, P

R07

pas

sed

Wha

t: In

tegr

ate

all e

lem

ents

of t

he fi

nal d

eliv

erab

leW

ho: P

MO

with

Eng

End

ing

Po

int:

Pha

se R

evie

w 8

(PR

08)

Maj

or

step

s:¡ In

tegr

ate

all c

ompo

nent

s of

the

deliv

erab

le¡ T

est t

he in

tegr

ated

sol

utio

n ag

ains

t con

trac

tual

re

quire

men

ts (l

oad,

spe

ed, r

obus

tnes

s, la

ngua

ge,

user

inte

rfac

e, d

ocum

enta

tion,

relia

bilit

y)¡ P

erfo

rm s

tres

s te

sts

¡ If

app

licab

le, p

erfo

rm s

pot c

heck

s in

cus

tom

er

envi

ronm

ent

¡ P

repa

re fo

r th

e TR

R e

ngin

eerin

g re

view

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

10

Init

ial D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Des

ign

Inte

gra

tio

nQ

ualifi

cat

ion

Pro

duc

tio

nIn

stal

lati

on

Co

mm

issi

oni

ngS

upp

ort

Ser

vice

Inte

gra

tio

nQ

ualifi

cat

ion

Page 20: pDas

20 PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– E

XEC

UTI

ON

Sta

rtin

g P

oin

t: S

yste

m c

ompo

nent

s in

tegr

ated

, P

R08

pas

sed

Wha

t: O

btai

n “p

rodu

ct”

stat

usW

ho: P

MO

with

Eng

End

ing

Po

int:

Pha

se R

evie

w 9

(PR

09)

Maj

or

step

s:¡ V

erify

to h

ave

met

the

spec

ifi c

cont

ract

ual

perf

orm

ance

requ

irem

ents

¡ V

erify

and

free

ze d

ocum

enta

tion

¡ R

evie

w th

e sy

stem

PC

A re

port

s, th

e pr

oduc

tion

base

line

docu

men

tatio

n, p

rodu

ct s

peci

fi cat

ions

, th

e pr

oduc

tion

deliv

ery

requ

irem

ents

as

stat

ed in

th

e S

OW

¡ P

repa

re fo

r th

e P

RR

eng

inee

ring

revi

ew

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

20,

Tem

plat

e 1

– Te

mpl

ate

4

Init

ial D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Des

ign

Inte

gra

tio

nQ

ualifi

cat

ion

Pro

duc

tio

nIn

stal

lati

on

Co

mm

issi

oni

ngS

upp

ort

Ser

vice

Qua

lifi c

atio

nP

rod

ucti

on

Inst

alla

tio

nC

om

mis

sio

ning

Page 21: pDas

21

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– E

XEC

UTI

ON

Sta

rtin

g P

oin

t: In

tegr

ated

sys

tem

ver

ifi ed

,P

R09

pas

sed

Wha

t: R

oll-

out t

o C

usto

mer

Who

: PM

O w

ith E

ngE

ndin

g P

oin

t: P

hase

Rev

iew

10

(PR

10)

Maj

or

step

s:¡ In

itiat

e th

e se

rialis

atio

n pr

oces

s, o

r…¡ …

deliv

er a

nd in

stal

l the

sol

utio

n at

the

cust

omer

site

¡ P

erfo

rm a

cus

tom

er a

ccep

tanc

e an

d id

entif

y po

ssib

le w

aive

rs, r

etai

ners

or

abat

emen

ts a

s pr

epar

atio

n fo

r th

e co

ntra

ct c

losu

re p

hase

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

20,

Tem

plat

e 1

– Te

mpl

ate

4

Init

ial D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Des

ign

Inte

gra

tio

nQ

ualifi

cat

ion

Pro

duc

tio

nIn

stal

lati

on

Co

mm

issi

oni

ngS

upp

ort

Ser

vice

Pro

duc

tio

nIn

stal

lati

on

Co

mm

issi

oni

ngS

upp

ort

Ser

vice

Page 22: pDas

22 PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– E

XEC

UTI

ON

Sta

rtin

g P

oin

t: S

igne

d cu

stom

er a

ccep

tanc

e,

PR

10 p

asse

dW

hat:

Hot

line,

Hel

p D

esk,

Use

r Tr

aini

ng, S

pare

s an

d R

epai

rs S

ervi

ce, O

bsol

esce

nse

Man

agem

ent,

etc.

Who

: PM

O w

ith E

ngE

ndin

g P

oin

t: N

/A

Maj

or

step

s:¡ P

rovi

de s

uppo

rt a

nd s

ervi

ce to

the

cust

omer

as

con

trac

ted

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

Cha

pter

20,

Tem

plat

e 1

– Te

mpl

ate

4

Init

ial D

esig

nP

relim

inar

y S

yste

m D

esig

n

Det

aile

d S

yste

m

Des

ign

Inte

gra

tio

nQ

ualifi

cat

ion

Pro

duc

tio

nIn

stal

lati

on

Co

mm

issi

oni

ngS

upp

ort

Ser

vice

Sup

po

rt S

ervi

ce

Page 23: pDas

23

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

PR

OJE

CT

RE

ALI

SAT

ION

– L

IFE

CY

CLE

PE

RIO

DS

– C

LOS

UR

EW

IN t

he C

ont

ract

PM

@C

AS

SID

IAN

Sal

es =

P

roce

ss O

wne

rP

MO

Eng

Com

mC

TC

Con

tent

Ow

ner

Con

trib

utor

y

All

cond

ition

s to

clo

se

the

cont

ract

and

pro

ject

ar

e m

et. L

esso

ns L

earn

t ex

erci

se h

as b

een

perf

orm

ed.

All

appl

icab

le

deliv

erab

les

are

disp

osed

/sc

rapp

ed. A

ll pr

ojec

t dat

a ha

s be

en a

rchi

ved.

Clo

sure

Less

ons

Lear

ntD

ispo

sal

PM

O =

P

roce

ss O

wne

r

Eng

Com

mS

upp

Con

tent

Ow

ner

Con

trib

utor

y

1112

Page 24: pDas

24 PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– C

LOS

UR

E

Sta

rtin

g P

oin

t: S

uppo

rt s

ervi

ces

star

ted,

P

R10

pas

sed

Wha

t: T

erm

inat

e pr

ojec

t act

iviti

es

Who

: PM

O w

ith a

ll ro

les

invo

lved

dur

ing

proj

ect

lifec

ycle

(All)

End

ing

Po

int:

Pha

se R

evie

w 1

1 (P

R11

)

Maj

or

step

s:¡ P

erfo

rm a

Les

sons

Lea

rnt e

xerc

ise

¡ N

egot

iate

wai

vers

and

oth

er c

laim

s w

ith th

e cu

stom

er¡ In

itiat

e th

e fi n

al p

aym

ent m

ilest

one

¡ E

nd a

ll co

ntra

ctua

l obl

igat

ions

¡ A

rchi

ve a

ll pr

ojec

t dat

a

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

N/A

Sup

port

ser

vice

s st

arte

d,

Clo

sure

Less

ons

Lea

rnt

Dis

po

sal

Page 25: pDas

25

© C

AS

SID

IAN

– A

ll rig

hts

rese

rved

PR

OJE

CT

REA

LIS

ATIO

N –

LIF

ECY

CLE

AC

TIVI

TIES

– C

LOS

UR

E

Sta

rtin

g P

oin

t: P

roje

ct c

lose

d, P

R11

pas

sed

Wha

t: S

crap

/Dis

pose

del

iver

able

sW

ho: P

MO

, Sup

pE

ndin

g P

oin

t: P

hase

Rev

iew

12

(PR

12)

Maj

or

step

s:¡ S

crap

/rec

ycle

del

iver

ed p

rodu

cts

afte

r lif

ecyc

le te

rmin

atio

n

Co

rres

po

ndin

g C

hap

ter

PM

Gui

del

ine:

N/A

Clo

sure

Less

ons

Lea

rnt

Dis

po

sal

Page 26: pDas

26 CO

NTA

CT

AN

D W

HE

RE

TO

FIN

D M

OR

E

Your

dir

ect

cont

act

per

son

Gün

ter

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28 NO

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Page 29: pDas

29

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30

FOLD

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Page 31: pDas

31

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Page 32: pDas

For more inform

ation please contact:

CA

SS

IDIA

N

Training Services

Marion M

eyerTelefon: +

49 (8459) 81-80133E

-mail: M

arion.Meyer@

cassidian.com

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