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Cagle R.B. - Blueprint for Project Recovery[c] A Project Management Guide (2003)(en)

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A T T A C H M E N T 1 6

 

 

Y

 

L

 

F

IN-PROCESS REVIEW

 

M

 

APPROVAL ORM

A

 

E

 

T

 

 

The In-Process Review Form shown in Figure A16-1 can be used by you to

document the In-Process Reviews you have conducted in-house, or it can be initiated by you and signed by your customer, or it can be initiated by your subcontractor or team mate (probably by you) and acknowledged by you for the purpose of documentation. The point is: Document the activity!

265

266 B L U E P R I N T F O R P R O J E C T R E C O V E R Y

F i g u r e A 1 6 - 1 — I n - P r o c e s s R e v i e w A p p r o v a l F o r m

IN-PROCESS REVIEW APPROVAL FORM

The ___(1)____ In-Process Review Minutes containing the __(1)_____In-Process Review Package

labeled ___(2)_______ and dated ____(3)_______

and

The __(1)___In-Process Review

conducted on ___(3)_______ together with the In-Process Review Action Items are hereby approved

therefore

____(4)____ is hereby directed to proceed to the next stage of the program.

Signed ___(5)_____ of ______(6)________ Date _______________

Where:

(1)The In-Process Review (Step 1, Step 2, etc.)

(2)Modification or issue

(3)Date of package or event

(4)The contractor or lead engineer

(5)The appropriate authority

(6)The organization of the appropriate authority

A T T A C H M E N T 1 7

NEGOTIATION CHECKLIST

Before entering any negotiation, you should outline your needs and wants and then seriously consider the list. Ensure that needs are indeed needs and wants are indeed wants and that they are not intermixed. Wants and needs include all items except price.

The next element to define is the price you are willing to pay or be paid (depending on which side of the table you are sitting on). Usually, this price is not necessarily a single number but a range of numbers. Because of the complexity of most negotiations, you need to outline what this number or range of numbers represents. This is your basic ‘‘Negotiation Envelope.’’ In other words, if you get the scope you want or need within the price you are willing to accept or pay, everything is okay. Usually, your Negotiation Envelope must be approved by someone with contractual and Profit and Loss (P&L) responsibility.

If, during negotiations, the Negotiation Envelope is about to be exceeded or

267

268

B L U E P R I N T F O R P R O J E C T R E C O V E R Y

is not being achieved, you must either ask for—or declare—a recess and return to the approval authority to get additional authority, or you must conclude the negotiations as being unsuccessful.

The basic Negotiation Envelope is frequently modified by additional scope/ price arguments sometimes referred to as ‘‘Bubbles.’’ Bubbles are single-issue items that contain their own price. Usually, Bubbles are not stand-alone but are dependent on a basic contract scope and price in order to be incorporated. Each Bubble should clearly state its precedence requirements or conditions such as: This element may be included only if such-and-such is included in the basic contract. You must be very careful with Bubbles. A smart negotiator may try to get your Bubbles included without including the necessary precedents/conditions or cost.

Your Negotiation Checklist should containing headings like:

Program

Scope

Objective Price

Acceptable Price Range

Negotiator

Authority

Each Bubble should have its own Negotiation Checklist that contains headings like:

Program

Addition

Scope

Precedence/Conditions

Objective Price

Acceptable Price Range

Negotiator

Authority

A T T A C H M E N T 1 8

CRITICAL SUCCESS FACTOR (CSF) MATRIX

It is necessary to track each Critical Success Factor (CSF) from requirement to implementation. The tracking of CSFs is a little more complex in that each CSF must be tracked into each unit to which it should be applied. Further, proof must be supplied along the way and in the final system test that each CSF is being met.

If you do not have such a checklist, an outline follows that you can employ. Modify Table A18-1 for your own needs.

269

270

 

 

B L U E P R I N T

F O R P R O J E C T

R E C O V E R Y

T a b l e A 1 8 - 1 — C r i t i c a l S u c c e s s F a c t o r ( C S F ) M a t r i x

 

 

 

 

 

 

 

 

 

CSF

Unit A

Unit B

 

Unit C

 

Unit D

 

Final Proof

MTTR

0.5 hrs

0.5 hrs

 

0.5 hrs

 

0.5 hrs

 

RMA Analysis

0.5 hrs

 

 

 

 

 

 

 

Para 3.2.1

MTBF

30,000 hrs

30,000 hrs

 

30,000 hrs

 

30,000 hrs

 

RMA Analysis

30,000 hrs

 

 

 

 

 

 

 

Para 3.2.2

 

 

 

 

 

 

 

 

 

BIBLIOGRAPHY

Books

Blanchard, Kenneth and Spencer Johnson. The One Minute Manager. New York: William Morrow and Co., Inc., 1982.

de Bono, Edward. Serious Creativity. New York: Harper Business, 1992.

Fishman, George S. Monte Carlo: Concepts, Algorithms, and Applications. New York: Springer-Verlag, 1996.

Guffey, Mary Ellen. Business Communication: Process and Product. 2nd ed. Cincinnati: South-Western College Publishing, 1997.

McDermott, Robin E., et al. The Basics of FMEA. Portland, Ore.: Productivity Press, Inc., 1996.

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B I B L I O G R A P H Y

Rothenberg, Robert. The Plain-Language Law Dictionary. New York: Penguin,

1996.

Rubenstein, Reuven Y. Simulation and the Monte Carlo Method. New York: John Wiley, 1981.

Senge, Peter. The Fifth Discipline: The Art and Practice of the Learning Organization. New York: Doubleday, 1990.

Sobol, Ilya M. A Primer for the Monte Carlo Method. Boca Raton, Fla.: CRC Press, LLC, 1994.

Stamatis, Dean H. Failure Mode and Effect Analysis: FMEA from Theory to Execution. Milwaukee, Wis.: ASQ Quality Press, 1995.

U.S. Army Field Manual (FM) 770-78. Available from the Superintendent of Documents, Government Printing Office (GPO), Washington, D.C., or the Consumer Information Center, Pueblo, Colo., and in digital form, online at: www.incose.org/stc/fm77078.htm.

Articles

Barnes, Brenda J., and James W. Van Wormer, Ph.D. ‘‘Process Thinking and the 85:15 Rule Applied to Education.’’ Source: www.grandblancommu nityschools.com/qip/processthinking.htm (last accessed Aug. 5, 2002).

Chen, P. ‘‘The Entity-Relationship Model: Toward a Unified View of Data.’’

ACM Transactions on Database Systems, 1, no. 1 (1976): 9–36.

Luttman, Robert & Associates Online Articles, ‘‘Cause and Effect.’’ Source: www.robertluttman.com/cause-effect.html (last accessed Aug. 5, 2002).

Patrick, Francis S. ‘‘Program Management—Turning Many Projects into Few Priorities with TOC.’’ Newtown Square, Pa.: Project Management Institute, 1999. (Project Management Institute Seminar/Symposium [30th : 1999 : Philadelphia, Pa.], PMI 1999 Annual Seminars & Symposium Proceedings.)

Plsek, P.E. ‘‘Management and Planning Tools of TQM.’’ Quality Management in Health Care 1, no. 3 (Spring 1993): 59–72.

B I B L I O G R A P H Y

273

Private Documents

Early, John F., ed. ‘‘Cause-Effect Diagrams.’’ Quality Improvement Tools. Wilton, Conn.: Juran Institute, 1989. The training kit entitled Quality Improvement Tools is produced by the Juran Institute, and is a part of their inventoried items.

Systems Application Architecture—Common User Access Guide to User Interface Design. IBM Corporation, 1991. IBM Document Number SC34-4289. Available through IBM field offices.

The Windows Interface Guidelines for Software Design. Redmond, Wash.: Microsoft Press, 1995. ISBN 1556156790. Available from Best Buy Books.

TRADEMARKS

Brainstorming is a trademark of Infinite Innovations, Ltd. DOORSrequireIT is a trademark of Telelogic DOORS, North America

EDGE Diagrammer and EDGE Programmer are trademarks of Pacestar Software

Flowcharting Cause & Effect Module for Six Sigma Software Suite is a trademark of Quality America, Inc.

MacWrite is a trademark of Apple Corporation

MBTI is a trademark of Consulting Psychologists, Inc.

Microsoft , Microsoft Word , MS Word , Microsoft Excel , MS Excel , Microsoft Access , MS Access , Microsoft Office , MS Office , Microsoft Works , MS Works are trademarks of Microsoft Corporation

PathMaker is a trademark of SkyMark

PMBN is a trademark of Best Practices, LLC.

Post-it is a trademark of 3M Company

REASON 4 is a trademark of DECISION Systems, Inc.

Root Cause Analysis (RCA) is a trademark of Root Cause Analyst

Six Sigma for Excel is a trademark of BaRaN Systems LLC.

SmartDraw is a trademark of SmartDraw.com

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