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Executive Project Kickoff

This detailed agenda covers meeting objectives, project history, SOW review, project approach, team organization, roles and responsibilities, communication management, risk and issue management, and more for successful project initiation.

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Executive Project Kickoff

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Presentation Transcript

  1. Executive Project Kickoff

  2. Agenda • Meeting Objectives and Introduction • Project History and Overview • SOW Review and Scope Confirmation • Project Approach • Project Structure • Project Team and Organization • Roles and Responsibilities • External Stakeholders • Facilities • Communication Management • Controlling and Sign-Off • Risks & Issues Management • Conditions of Satisfaction • Additional Project Planning Sessions and Actions • Q&A

  3. Meeting Objectives and Introduction • Introduce [Customer Name] and [Partner Name] Project Management Teams • Confirm Engagement Objectives • Confirm Scope and Review Current WBS • Confirm Project Approach and Structure • Conduct Stakeholder Analysis • Determine Customer Conditions of Satisfaction (COS) • Schedule Additional Project Planning Sessions

  4. Project Management Team

  5. Project History & Overview • Company Background • Project (Sales) History • Opportunity Overview & Project Definition • Project Vision • Project Approach • Business Objectives • Technical Objectives

  6. Review SOW and Confirm Scope • Solution • Sites, Locations & Divisions • Business Processes • Requirements & Configuration • Custom Coding • Integration & Interfaces • Training • Testing • Data Migration

  7. Project Scope: High-level Out-of-Scope • Business Process Re-Engineering • Infrastructure Deployment • Post Operational Solution Support

  8. Q 1 Q 2 Q 3 Duration ID Task Name ( Range ) Jan Feb Mar Apr May Jun Jul Aug Sep 1 Analysis 2 - 4 weeks 2 Design 4 - 8 weeks 3 Development 15 - 20 weeks 4 Deployment 3 - 6 weeks 5 Operation 2 - 4 weeks Project Approach – Timeline & Milestones

  9. Project Approach – Timeline & Milestones Q 1 Q 2 Q 3 Duration ID Task Name ( Range ) Jan Feb Mar Apr May Jun Jul Aug Sep 1 Agile Preparation 2 - 4 weeks 2 Agile Execution 4 weeks per sprint 3 Deployment 3 – 6 weeks 4 Operation 2 - 4 weeks

  10. Project Approach - Methodology

  11. Project Approach – Project Management

  12. Project Approach: Key Deliverables • Project Plan • Training (Overview, Core & TTT) • Functional Requirements Document & Fit Gap Analysis • Infrastructure Design • Functional & Technical Design Documents • Solution Design Document • Completion of Process & Integration Testing • Completion of User Acceptance Testing • Final Data Migration • Production System • Project Closure Report

  13. Project Approach: Key Deliverables • Project Plan • Training (Overview, Core & TTT) • Solution Backlog • Integration Strategy • Infrastructure Design • Completion of Process & Integration Testing • Completion of User Acceptance Testing • Final Data Migration • Production System • Project Closure Report

  14. Project Structure: Partner Team Structure

  15. Project Structure: Customer Team Structure

  16. Project Structure: Project Organization

  17. Project Structure: Roles and Responsibilities Extended RACI-Matrix: R - Responsible, implying the main responsibility in doing/delivering effort and skill. A - Accountable, implying management (overrides R when both are implied). C - Consultative, implying assistance (both active and advisory). I - Informed, implying a requirement of the one responsible to report on the task. V - Verify, implying a check against the defined scope and conditions of quality standards. S - Sign-off, implying the actions of review, validation and acceptance.

  18. Project Structure: Roles and Responsibilities Extended RACI-Matrix: R - Responsible, implying the main responsibility in doing/delivering effort and skill. A - Accountable, implying management (overrides R when both are implied). C - Consultative, implying assistance (both active and advisory). I - Informed, implying a requirement of the one responsible to report on the task. V - Verify, implying a check against the defined scope and conditions of quality standards. S - Sign-off, implying the actions of review, validation and acceptance.

  19. Project Structure: External Stakeholders

  20. Project Structure: Communication Management • Communication Plan • Reporting &Meetings • Meeting Minutes • Project Status Meetings & Reporting • Issues & Risks Logs • Kick-Off Meetings • Executive Steering Committee Meetings • Phase Tollgate Reviews • Workshops • Collaboration & Documentation Repository

  21. Project Structure: Facilities • On-Site Requirements • Remote Connectivity • Building Access • Business Hours • Dress Code • Activities with Facilities Dependencies

  22. Project Structure: Controlling and Sign-Off • Controlling • Progress and Performance • Change Control Plan • Process • Initiating a change request • Core team review • Impact analysis (including cost regardless of implementation) • Project board review • Final disposition • Quality Management • Sign-Off & Approvals • Engagement Exit Criteria • Project Closure Process

  23. Project Structure: Risks & Issues Management • Risk Management Planning • Managing the Three Major Risk Areas • Business • Technology • Project Execution • Issue Management Planning • Issue Resolution Management • Risks & Issues Escalations • Core Team • Project Steering Committee

  24. Additional Project Planning Sessions & Actions • Finalize the Project Charter • Finalize the Work Breakdown Structure (WBS) & Project Plan • Review and Approve the Project Charter • Review and Approve the Project Plan • Initiate the Plan Project Kick-off • Review Outstanding Issues or Actions

  25. Questions & Answers • What are your questions? • What are your concerns? • What was not mentioned during the Executive Kick-Off presentation?

  26. Thank you.

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