Project:
Implementation
Customer:
Project:
Document:
Meeting Date:
Enact
Re-mortgaging Dept. Implementation
Agenda: Project Kick Off
TBC
Purpose of Document
Agenda.
Attendees:
RJ, EP, DH
Relevant Standards
1
None. There is no standard agenda for project kick off meeting.
Sales Briefing
ITEM
Customer Profile
WHO




Who are they – Nature of Business
New Logo/Existing Customer
Size
Locations
Business Context
Summary of the background to the deal.

Part of the business in scope

Customer business situation

Reasons for purchase

Basis of internal business case

What will constitute success to the customer

Benefit realisation intentions

Stability of environment

Timescale issues / expectations
Relationship Dynamics
Expected attitudes:
Ops Managers
Line Management
Contract
Financials
Customer supporters?
Status of the Contract
Points of Note
Implementation Fees
Total £68,250 (£20K at risk)
Training
WW Experience £7,500
At risk fees
£10,000 at 6%, £10,000 at 16%
Assumed Cost profile – from Top Down Costing
Project Approach
Approach assumed for the project:
PID
Solution Design
Proof of Concept
Training
Coaching
AOM Champion
Minutes
Academy / Accreditation
Products in Scope
Project Name
Confirm
Enact Re-Mortgaging
Key Players
Executive Sponsor
Project Manager
Other key individuals
Scope
Summary
FTE in Scope
Locations
Risk Assessment
Known Issues & Risks
2
Project Start up Checklist
ITEM
MAO Space
OpenAir Project
Top Down Costing
Resources
Environments
Planned
Implementation Start
Location(s)
Scope
Team Leader Names
WHO
Contract
Implementation
Create
Confirm project Owner on OpenAir
Enable access for Project Team - Memo
Confirm & Send to Finance
Identify
RM
Lead Implementer
Design Specialist
PM
Training
Product Instances to be Set Up
When required
Users
User Set up – Responsibility? Required By When?
Commencement Date?
One Location - Leeds
Delivery FTE
Team Leaders/Mgrs
If known
105
15
Billing Requirements
Timing
Upon Project Commencement
Amount
£24,125
Notes
35% of total fees
30 days from commencement
£24,125
35% of total fees
At-Risk fees. Timing dependent
£20,000
At-risk fees, contingent on reaching trigger points
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Minutes
in measured productivity improvement
upon trigger point
3
Planning
ITEM
WHO
Preliminary Activity
PID
Solution Design
Training
Other
Resourcing
When? Who?
When? Who?
When? Who?
Any other preparation activity
Assumptions for resource planning (Time, when, type of resource)
Core Implementation
Standard Plan?
Resourcing
Scheduling Assumptions
Start Date
Standard working wk
Any change to standard development stage durations?
Who
Key assumptions for bottom up scheduling
Commencement date for programme
Needed for FTE calculation
Non Core Implementation Activity
Rigor Report Coaching
AOM Champion
Coaching / enablement
Management Coaching
Management Consulting
What is planned here
Resource planning assumption (time)
What is planned here
Resource planning assumption (time)
What is planned here
Resource planning assumption (time)
What is planned here
Resource planning assumption (time)
Benefits Realisation
Planning Assumptions
What is planned here
Resource planning assumption (time)
Governance
PWG
SC
Internal Checkpoint
AOMi participant
AOMi participant
Frequency. Who to be involved
Preliminary Risk Assessment
Key Risks
Issues
4
Actions
AREA / CATEGORY
29/07/2017
ITEM
WHO
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