TOC Executive Summary Governance Structure Roles & Responsibilities Levels of Effort

1. Governance Concept TOC • Executive Summary • Governance Structure • Roles & Responsibilities • Levels of Effort • Required Profiles • Assignments • Implementation Roadmap (low-hanging fruit, prioritization) • Corporate Documents & Records Mgmt Policy • Record Retention Schedule • Communication • Change Mgmt • WorkFlow • Launch & Implementation Plan • Departmental Rollout & Prioritization • Templates & Tools • Change Mgmt, Communications/Training • Review & Compliance Inputs • Record Retention Schedule • DRM Policy • As-Is Assessment • To-Be Assessment • Gap Analysis • Benefits Model • Implementation Roadmap • Implementation Plan w/Change Plan Owner – Lyons Format – Word Document O/O/M Effort – 300 Hours Timing – Reviews • Team – All • Users – Bill, Steering Cmte. • QA – Ranta, Burke, Baumann

2. Taxonomy Inputs • Client Interviews • Results of All Team Interviews • Results of Process Analysis (with key work products) – Marty • Technology Constraints – Michael and Paul TOC • Explanation of Facets & Organizational Scheme - What it’s for - How it’s to be used - Structure of each facet • Taxonomy • Recommendations for Governance • Recommendations for Change Management Owner – Jackson Format – Word & xml O/O/M Effort – 300 Hours Timing – Reviews • Team – All • Users – Bill, Steering Committee • QA –

3. Records Management Inputs • Client Interviews • File Room Tours • APC Records Retention Schedules for Houston, Calgary, and Uxbridge • APC Records Mgmt Policies and Procedures for Houston, Calgary, and Uxbridge • Industry best practices TOC • Records Classification Scheme with APC’s document types sorted by Business Function and Record Class (retention periods are assigned to Record Classes) • Review and assessment of APC’s document and records management policy and current practice for physical and digital records • Analysis of gaps where people, process or technology are not meeting APC’s records and document management objectives • Recommendations for improvement Owner – Cisco Format – Word and Excel O/O/M Effort – 100 Hours Total Timing – completed except for 10 hours Reviews • Team – All • Users – Bill, Steering Committee • QA –

4. Process Model (Doc Type Life Cycle) TOC • Workflow Contents • Current Lifecycle Functions • Additional Functions Added • Structure • Key Work Product • Activities Lifecycle • Discipline/Domain • Data Category • Data Sub-Category • Doc Type • Definition Inputs • APC Work Flow Diagram • APC Vernon Project Diagram • Interviews • Research: SLB IBPM, etc. • Document Retention Categories and Summaries • Document Types Owner – Stetzer Format – Excel Document O/O/M Effort – 64 Hours Timing – Reviews • Team – All • Users – Bill, Steering Committee • QA – Elkins, Kilpatrick, Jackson, SLB SME’s

5. Inputs • Organizational Readiness Assessment • As-Is, To-Be & Gap Analysis • Vision, Measures of Success, & Benefits Model • Governance Model • Training Program Design Sessions • Implementation Roadmap • Implementation Plan Change Management TOC • Leadership Endorsement • Desired Outcomes & Measures of Success • Organizational Readiness • Value Proposition by Stakeholder Group • Project Measures of Success • Leadership Accountabilities & Interactions • Change Roadmap • Desired Business Outcomes & Measures of Success • Training Program to Achieve Outcomes • Competencies by Course • Resources (People) • Rewards • Roles & Responsibilities (RACI) • Communication Plan • Desired Outcomes & Measures of Success • Roles & Responsibilities for Communication • Communication Strategy • Communication Structure - Why, What, Who, When, How • Delivery • Methods & Strategies for Transition and Integration Owner – Jacobs Format – Word Document O/O/M Effort – 260 Hours Timing – Reviews • Team – All • Users – Bill, Steering Committee • QA – Burke, Lyons

6. Implementation Roadmap Owner – Baumann TOC – N/A Inputs • As-Is • To-Be • Gap Analysis O/O/M Effort – 150 Hours Timing – After #3 above; 11/12 start Reviews • Team – All • Users – Bill, Steering Committee • QA – Smith, Whittier, Sindhu Deliverable Format – excel spreadsheet Step 1 – Impact: +2 to –2 • Weighted • Strategy • Process • Classification • Facility • Organization • Technical • Other Step 2 - Prioritization • Impact Total-Score • Investment (O/O/M) • Benefit Factor (O/O/M) • Benefit = b x c • Critical-Path • Duration to Implement • Priority

7. Implementation Plan Owner – Baumann TOC – N/A Inputs • As-Is, To-Be, Gap Analysis • Benefits Model • Governance Model • Change-Plan and Communications Plan • Technical Solution Architecture O/O/M Effort – 200 Hours Timing – After #5 above Reviews • Team – All • Users – Bill, Steering Committee • QA – Smith, Whittier, Sindhu Deliverable Format – excel spreadsheet preferred OR Microsoft Project Plan; characteristics: • Detailed – months 1-2 • Activities • Tasks • Critical-Path • Key Deliverables • Milestones • Summarized – months 3-12 • Activities • Key Deliverables • Milestones • Highly Summarized – months 13-24 • Major Activities • Resource Assignment • Effort • Priority – Based on Implementation Roadmap • Further “How” to build on “What”. “Why” is somewhere in-between.

8. TOC TO BE SOLUTION • Vision • Guiding principles • Framework • Value proposition • Recommendations • FUNCTIONAL ARCHITECTURE • Diagram • Description • Why and functional description • (Business case) • Primary user view (Front end) • Primary data manager view (Back end) • Collaboration • Data flow diagram • Access flow diagram • TECHNICAL ARCHITECTURE • Diagram • Applications • Data • Metadata modeling • Security • Presentation • Connectivity • Messaging layer • COMPONENTS • Metadata (syntactic or semantic) • Messaging layer • User interface • Connectors (web services/APIs) • Messaging layer • GIS • Search engine Technical Architecture Inputs • Document types • Applications map • Documentum specs • Taxonomy (task level) • Documented interviews • As-is analysis Owner – Kilpatrick Format – Word Document O/O/M Effort – 80 Hours Timing – 10/25 start Reviews • Team – All • Users – Bill, Steering Committee • QA – Baumann, Elkins

9. Process • Process - What it Takes to Reach Goal – beginning with the end in mind. • All inputs to the above; including: • Internal Initiatives • Exeternal Initiatives • Assumptions • Needed or Resulting Outcomes • Potential Process Gains • % Contribution • People Affected • Measures • Why do it: • Alignment and Acceptance • Benefits Planning and Realization • Project Planning • Integration with other Initiatives & Organizations Benefits Model TOC • Benefits Model Flowchart • Description of Boxes by Reference #’s Owner – Baumann Format – Flowchart + spreadsheet TOC – N/A Inputs • As-Is • To-Be • Gap Analysis O/O/M Effort – 25 Hours Timing – 11/18 – 11/23 Reviews • Team – All • Users – Bill, Steering Committee • QA – N/A

10. Inputs • As-Is Assessment • To-Be Assessment • Gap Analysis • Benefits Model • APC Business Case Examples • Implementation Roadmap • Implementation Plan • w/Change Plan Business Case TOC • Executive Summary • Background • Process Model • As-Is • To-Be • Gap Analysis • Benefits Model • Alternatives Considered • Selection Criteria for Recommendations • Implementation Roadmap (low-hanging fruit, prioritization) • Implementation Plan • Approach to implement • Methods • Techniques • Tools • Quality • Criteria for Completion and Acceptance • Sustainability, Management, Maintenance Owner – Baumann Format – Word Document O/O/M Effort – 100 Hours Timing – After #3 above; 11/12 start Reviews • Team – All • Users – Bill, Steering Committee • QA – Smith, Whittier, Sindhu