clarety.success.plan.template

Subject Status Start Date End Date Comments

Complete n/a n/a n/a

Complete n/a n/a n/a

Complete n/a N/A N/A

Not Started n/a 6/15/2008 6/15/2008

Not Started 0 12/31/2009 12/30/1899

Not Started 3 6/6/2008 6/15/2008

Not Started 0 6/6/2008 6/15/2008

Not Started 0 6/6/2008 6/8/2008

Not Started 0 6/6/2007 6/29/2007

Not Started 0 6/6/2008 6/15/2008

Not Started 0 6/6/2008 6/15/2008

Not Started n/a n/a n/a

TOTAL Knowledge Transfer Effort Required (in hours) 3Overall Start/End Dates 6/6/2007 6/15/2008

Dates & Totals in this box are auto-generated

Name Date Signed off dd/mm/yyy

Subject Sign-Off Head of Projects Bill Clinton

Account Manager Tony Blair

Operations Director John Brown

1 Complete this Worksheet only after all other Worksheets have been completed

2 "Status" and "Comments" should be entered manually

3

4

5

6

7

8

No. of hours required

1. Role Objectives2. Role Responsibilities3. Communication to stakeholders4. Deliverables (including Dependencies)5. Meetings6. Relationships/Key Contacts7. Subject Matter Expertise, Docs & Admin8. Activities9. Actions10 .Issues11. Risks12. Lessons Learned

Notes on completing this Worksheet "Transition Schedule"

Filling in "Status" cells:Enter this data manually by selecting a value from the drop down listStatus should be set to "Not Started", "In Progress" or "Complete" as appropriateSet the colour of the cell as follows:Green - On schedule for completion by planned "End Date"Amber - Behind Schedule but will be completed before overall Knowledge Transfer End Date (Insert Reason into the "Comments" Cell for that Subject)Red - Behind Schedule but will NOT be completed before overall Knowledge Transfer End Date (Insert Reason into the "Comments" Cell for that Subject)

Filling in "No. Of Hours required" cells:Populated automaticallyThe data for these cells is "extracted" from the other Worksheets in this Spreadsheet. Please ensure that the Formula in each sheet is correct and that the data on this sheet is accurate.

Filling in "Start Date" cellsThe data for these cells is "extracted" from the other Worksheets in this Spreadsheet. Please ensure that the Dates in each sheet are correct and that the data on this sheet is accurate. This is the Start Date for the Knowledge Transfer Effort related to each Subject, i.e. the Start Date for the Knowledge Transfer Task/Activity that starts first for this Subject

Filling in "End Date" cellsThe data for these cells is "extracted" from the other Worksheets in this Spreadsheet. Please ensure that the Dates in each sheet are correct and that the data on this sheet is accurate. This is the End Date for the Knowledge Transfer Effort related to each Subject, i.e. the End Date for the Knowledge Transfer Task/Activity completes last for this Subject

Total Knowledge Transfer Effort Required (in hours)Populated automaticallyThis is a sum of the hours shown above for each Subject area. Please ensure that this Formula is correct

Overall Start/End DatesThese Dates are auto-generated from the dates above.These fields represent the overall Start and End Dates for the whole Knowledge Transfer Effort. i.e. Start date is the earliest start date for any of the Subject and End Date is the latest End Date of any Subject.

D2

Current status of this task - Not Started, In Progress, Complete

Section 1 - Role Objectives

1

2

3

4 Oversight of the PMO5

###6

7 Supporting the successful execution of the TPM Program's governance and oversight activities8

9

10

11

When completing this worksheet:

List 3 - 5 of the main Objectives of your role below (i.e. the purpose of your role on the Project/Programme)

The overall direction of Clarety TPM Program delivery through the appointed Clarety Consulting Program managers, ensuring consistency with the Super Clients PLC TPM Program objectives, consistency of process across Clarety Consulting delivery tracks and ensuring client satisfaction.

Leading the Clarety Consulting’s TPM program implementation timeline through the proactive day-to-day monitoring of Clarety Consulting’s TPM Program delivery progress, resolving issues and initiating corrective action as appropriate

Ensuring the Program Management office is established with an appropriate Program Management framework that assures Clarety Consulting’s program and track delivery as well as provides Super Clients PLC the appropriate visibility into the Clarety Consulting’s track status, issues and risks, progress, etc.

Appointing and defining the day to day responsibilities of the Clarety Consulting track program managers

Structuring the Clarety Consulting tracks / work appropriately from the outset and for supporting the Super Clients PLC PAA Program Director to help structure non-Clarety Consulting projects /work.

Oversight of the Clarety Consulting track delivery communications plan to all PA and Business stakeholders within the TPM Program

Supporting the TPM PA Program Director and Business Program Director in the execution of the TPM Communication plan to all Super Clients PLC PA and Business stakeholders

Provide qualified guidance/ consultation to the client and the program management teams to educate, develop and inform on Program management best practice.

Provide support to the Program in the recruitment, retention, review, motivation, training and mentoring of Clarety Consulting Program staff.

Click "Home" to go backto "Transition Schedule"Worksheet

12

13

14 Ensuring the effective management of Clarety Consulting delivery risks

Ensuring that there is efficient allocation of Clarety Consulting resources and skills within the TPM Program

Ensuring the effective management of the dependencies and the interfaces between Tracks and dependencies external to the Clarety Consulting delivery tracks

Back to Top

Section 1 - Job Description

Insert Job Description here

When completing this worksheet:

Please copy your Job/Role Description (relevant to the ETPM Program) into this Worksheet.

Click Home to go backto "Transition Schedule"Worksheet

The overall direction of Clarety Consulting TPM Program delivery through the appointed Clarety Consulting Program managers, ensuring consistency with the Super Clients Plc TPM Program objectives, consistency of process across Clarety's delivery tracks and ensuring client satisfaction.

Leading the Clarety Consulting TPM program implementation timeline through the proactive day-to-day monitoring of Clarety Consulting Plc TPM Program delivery progress, resolving issues and initiating corrective action as appropriate

Ensuring the Program Management office is established with an appropriate Program Management framework that assures Clarety Consulting Plc TPM program and track delivery as well as provides Super Clients Plc the appropriate visibility into the Clarety Consulting tranche status, issues and risks, progress, etc.

Appointing and defining the day to day responsibilities of the Clarety Consultings tranche program managers Structuring the Clarety Consultings tranche / work appropriately from the outset and for supporting the Super Clients Plc BTM Program Director to help structure non-Clarety Consulting projects /work.

Supporting the successful execution of the TPM Program's governance and oversight activities

Oversight of the Clarety Consulting Plc track delivery communications plan to all BTM and Business stakeholders within the TPM Program Supporting the CMS BT Program Director and Business Program Director in the execution of the TPM Communication plan to all Super Cleints Plc BTM and Business stakeholders

Provide qualified guidance/ consultation to the client and the program management teams to educate, develop and inform on Program management best practice.

Provide support to the Program in the recruitment, retention, review, motivation, training and mentoring of Clarety Consulting Plc Program staff. Ensuring that there is efficient allocation of Clarety Consulting resources and skills within the TPM Program

Ensuring the effective management of the dependencies and the interfaces between Tracks and dependencies external to the Clarety delivery tracks

Ensuring the effective management of Clarety Consulting delivery risks

Notes on completing the section below:

Content of the CommunicationQuestion Answer

1 What is the Reason for the Transition? e.g. Rotation, Changed Roles, etc. CM is leaving Clarety and thus rolling off the Programme2 How much Lead time is available for KT? 4 weeks - to June 29th

3 Yes4 Will there be an overlap of resources before the person leaves the role? Yes - 4 weeks

5 No

Stakeholder Details and timing of Communication

Person's Name Phone No. & email address Location Contact's Company Role By what Medium? e.g. Meeting, Email, Phone, etc. Comments

1 Terry Go Seven Oaks Super Clients PLC ETPM Program Lead N/A N/A N/A Role change has

Section 2 - Sign-off Date of first Communication N/A

Notes on completing the section below:Date of last Communication N/A

see notes at the top of this workshop regarding who should Sign-off here Dates in this box are auto-generated

Name Date Signed off dd/mm/yyy

Subject Sign-Off Name of person Giving KT Tony Blair

CSP Account Lead Bill Clinton

Super Clients PLC Account Manager Tom Jones

The purpose of this Worksheet is to identify Key Stakeholders who will need to know that a resource is moving out of the role and to plan for what to tell them and when they should be informed.

You should consult with your Line Manager when completing this Worksheet.

Note: 1) In all instances your Line Manager is required to Sign-off this section. 2) If any external communication is required (i.e. to Super Clients PLC or any 3rd Party), then the Program Manager is required to Sign-off this section.

Section 1 - Communication - List of Stakeholders

1) Answer the questions below relating to what will be communicated "Content of the Communication" (with input from your manager)2) For each Person/Contact that needs to be informed of the transition, fill in all cells listed belowNote: Stakeholder here should be anyone who needs to know that a change of resources is taking place, e.g.:The CustomerProgram ManagerPMO Resource ManagerOnsite/Offshore Wave Leads/ManagersOther Team Members, etc.

Will the person giving KT and the person receiving KT be in the same location?

Will the person leaving the role be available for consultation once he/she has transitioned?

Who will Communicate?

When? dd/mm/yyy

Terry.Go@Super Clients PLC.com, +44 (0) 7956 7768345, +44 (0) 1767 32456783


Back to Top

mailto:Terry.Go@Super%20Clients%20PLC.com,%20+44%20(0)%207956%207768345,%20+44%20(0)%201767%2032456783

H17

Who will tell this contact about the change in this role?

I17

When will the actual communication go out to this person?

I37

Confirm that this the earliest communication date above

I38

Confirm that this is the latest communication date above

Section 1 - List of Deliverabes


PTM Steering Group Deck PTM (PMP) Programme Plan PTM Directors Roles and Responsbilities Docu PMP Delivery Management SOW PMP (PTM) Communications Plan PTM (PMP) Bi-weekly status report Communications PlanQuestions Answers Answers Answers Answers Answers Answers Answers Answers Answers

1

Provide a brief description of the Deliverable A status report for the cross track - PTM - level

2

Rolling document, delivered monthly Submitted to Super Clients Plc for review Under development by the PMO Started

3

If incomplete, what is required to complete this Deliverable? Feedback from Super Clients Plc.

4

Does this Deliverable need to be reviewed, if so, by whom? Plan updates are reviewed by Bill Maxwell and JohRichards, Terry Go, Tracy Plump Bill Maxwell, John Temple

5

Where is this Deliverable stored, e.g. Common Folder, Database, etc? Locally on CM's drive - but when approved it should Rodgers to hold Master Locally - in the future it should be Crisp Should be stored in Crisp when developed Crisp

6

Who provides input into the Deliverable? Tom Twist, Bill Maxwell, John Temple Tom Twist, John Plankton, Rodgers, John, Tracy Bill and John

7

Who will receive the Deliverable?

8

Section 2 - Detailed Plan


Deliverable Name / Tasks Status End Date Comments

Steering Group Dashboard 6/15/2008Overview of Steering Group Purpose Not Started 6/15/2008Overiew of previous deck Not Started 6/15/2008Agree update process Not Started 6/15/2008

TPM (ADW) Programme Plan 6/8/2008History and context of integration Not Started 6/8/2008Plan Knowledge Transfer Not Started 6/8/2008Plan update and approval process reviewNot Started 6/8/2008Next plan review activities Not Started 6/8/2008

TPM Directors Roles and Responsbilities Document 6/8/2008Document Overview Not Started 6/8/2008Input Providers per section Not Started 6/8/2008

TPM Delivery Management SOW 6/8/2008Document Overview Not Started 6/8/2008

Communication Plan 6/8/2008Review current Docs Not Started 6/8/2008Agree steps to complete Not Started 6/8/2008Agree approach with John Not Started 6/8/2008

Status Report (Review) 6/15/2008Report Section Overview Not Started 6/15/2008Slide-by-Slide reviewer guidelines Not Started 6/15/2008Leadership Review Process Not Started 6/15/2008Leadership Meeting Not Started 6/15/2008

1) Complete a full set of questions for each Deliverable for which Knowledge Transfer is taking place2) Scroll to the right and insert new Deliverable "Answer" columns for each Deliverable as appropriate3) Replace the Red Text below with the Deliverable name4) For each Deliverable, answer all the questions listed below5) Insert additional columns to the right as required

Monthly pack produced with Steering Group level status, decisions required, escalated risks and issues and PMO action plan progress

An .mpp plan which describes the schedule of events for PTMS, PSTMI and Integration (CTM) for the programme. This plan is maintained by the PMO Plan manager

Contains the roles and responsibilities for the PTM (PMP) Programme directors

Commercial document detailing the scope of work for the PMP Delivery management team and the roles and respsonsibilites involved in delivering that scope

Document that describes the communications (meetings, reports) between Clarety and Super Clients Plc.

Document that describes where people sit in the organisation and how information will flow beteen them. This is currently being developed (under John's guidance) by Terry Pain for the PMP PMO. Didn’t exist for PTMS.

What is the current state of the Deliverable, e.g. Started, Complete, Under Review, etc.?

Version 18 is the most recent version managed and maintained by Goody.

Under development with Bill, John and Tom Twist Submitted to Super Clients Plc in draft form for their review

Further review and revision with Bill and John. This will then need to be agreed and documented in the PTM (PMP) Steering group meeting

Update with Super Clients Plc feedback - if required.

Provide a draft review for Bill and John - to be reviewed June 6th with Bill / John.

Each track are to have their own track level reviewsPTM Leadership team (John / Bill / John) to agree on PTM track updateOther potential reviewers at the PTM level include the Super Clients Plc account Manager (Rodgers), Client partner (Josh), CSP Lead (Tom) depending content

Bill and John, if approved by them, then by the Super Clients Plc TA and Business track leads.

Bill Clinton, John Plankton, Tom Twist, other Stream Programme managers

Currently this is held locallyIn the future - it should be held in Crisp as part of the proposed document management process

Locally with GordonUltimately this should be stored in Clarity

Each track Super Clients Plc TA lead for each track with support from Clarety Track lead and PMO team as requiredFor PTM Cross track update John Temple, Bill Maxwell, PMO team as required

Each Track - PSTMI, Integration and PTMS - Track plan updates which change the PTM Programme plan are most likely to be managed via the change request process



The Super Clients Plc Sponsors - Tom Jones, Captain Kirk,The Super Clients Plc PTM Directors - John / BillThe Super Clients Plc Track TA Programme Managers / Leads - Mark Flathead, R. Peters, John TempleThe Super Clients Plc Track Business Leads - Bill Maxwell, Tracey WhiteThe Clarety Solution Director - Tom Twist

Bill Maxwell and John TempleAnyone else on the programme may wish to review the plan for information purposes

The PMP (PTM) Sponsors, the Track TA / Business leads, the Clarety programme managers, the Clarety account team

Tom Twist, Tracy Plump, Mark Flathead, Bill Maxwell, Richards, Bill Clinton

Tom Twist, Tracy Plump, All Clarety track leads Bill Maxwell, John Temple

Richards, Tim and all Super Clients Plc TA and Business track leads

List any other information that needs to be part of Knowledge Transfer for this Deliverable

The purpose of the Detailed Plan section is to help you to identify tasks & actions that relate specifically to the transfer of knowledge, i.e. the steps and activities that will be taken in order for the person receiving Knowledge Transfer to fully understand the Subject.

1) Insert a row into this section for each of the Deliverables listed in Section 12) For each Deliverable, insert rows into the detailed Plan for the actual Tasks/Actions that will take place during Knowledge Transfer3) Read each cell comment before entering information4) Fill in all cells5) Ensure that the "TOTAL Effort Required in hours" cell is correctly populated if you have inserted rows

NOTE 1: Tasks/Actions in this section relate to Knowledge Transfer activity and NOT effort required to complete the Deliverable

NOTE 2: Subject Sign-Off - Once Knowledge Transfer for this Subject is complete then the person giving Knowledge Transfer and the person(s) receiving Knowledge Transfer must sign-off by entering their name and date signed off - insert additional Sign-off rows as required if handing over to multiple people


D22


E22

The planned end date for this task DD/MM/YYYY

TOTAL Effort Required in hours N/A

Start/End Dates for this Sheet 6/15/2008

Subject Sign-Off Tom Jones

Tony Blair

Name of person Giving Knowledge Transfer

Name of person Receiving Knowledge Transfer


Back to Top

E55

Confirm tha this is the latest End date for any task above


Weekly Leadership Meeting Weekly Leadership Review Weekly Status Review PMO Team Weekly Meeting Programme Plan Review Change Board Steering Group Resourcing Management Meeting (Internal) Fortnightly Resource Meeting with Super ClientsOne-on-OnesQuestions Answers Answers Answers Answers Answers Answers Answers Answers Answers Answers

1What is the frequency of the meeting? e.g. Daily, weekly, etc Weekly Weekly Weekly Weekly Weekly (Attendance Optional) Monthly Weekly (Attendance Optional) Fortnightly Weekly (per team member)

2 What time is the meeting (include day of week where appropriate)? Mondays, 10:00-11:00 Fridays, 15:00-16:00 Fridays, 11:00-12:00 Mondays, 13:30-14:30 Wednesdays, 11:30-12:30 Wednesdays, 14:00-16:00 3rd Tuesday of Month, 14:00-16:00 Thursdays, 11:30-12:30 Wednesday, 9:00 - 10:00 AM Varies by team member

3

What are the meeting objectives?

4

List the inputs that you need to provide to this meeting in this role ETCP Weekly Programme Status Report ETCP Weekly Programme Status Report (Draft) ETCP Weekly Programme Status Report (Draft) Whiteboard ETPM Programme Plan Steering Group Monthly Pack Minutes from the Previous Meeting PMO Team Plans - Whiteboard

5

Updated Weekly Programme Status Report None Meeting Minutes Metrics, Movement extract Onsite/Offshore, Updated PMO Team Plans

6What is the purpose of you being at this meeting? Facilitate & provide direction Assist in facilitation or represent for a change

7 Face-to-Face and Conference Call Face-to-Face and Conference Call Face-to-Face Face-to-Face Face-to-Face Face-to-Face and Conference Call Face-to-Face and Conference Call Face-to-Face and Conference Call (WebEx) Face-to-face at Seven Oaks Face-to-Face

8Who is the meeting owner/chairperson? John PlanKnowledge Transferon John PlanKnowledge Transferon PMO Manager PMO Planning Manager (Jim) PMO Change Manager PMO Resourcing Manager John Plankton PMO Manager

9

List the regular meeting attendees and indicate person's role See distribution list All PMO team (inc Office Manager) PMO Manager, PMO Team member

10 John PlanKnowledge Transferon John PlanKnowledge Transferon PMO Manager PMO Planning Manager PMO Change Manager Tom Brown PMO Resourcing Manager John Plankton PMO Team Members

11

Who is responsible for taking minutes/actions and distributing them? PMO (KC/GM) Rotating around team PMO Planning Manager PMO Change Manager PMO Manager PMO Resourcing Manager John Plankton PMO Team Members

12 Where are the previous meeting minutes stored? Crisp Crisp Crisp Clarity Locally Locally by Resource Manager email N/A

13Where are the actions captured/stored? Crisp (Actions Register) Crisp (Actions Register) Crisp (Actions Register) Crisp N/A Clarity (Change Actions Register) Locally Locally by Resource Manager email PMO Team Plan

14 Who ensures that actions are being followed up and completed on time? KC/GM KC/GM KC/GM PMO Manager PMO Planning Manager PMO Change Manager PMO Manager PMO Resourcing Manager John Plankton PMO Manager

15



Meeting Name / Tasks Status Required Attendees Start Date End Date Comments

TPM Steering Group meetingMeeting Overview Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Inputs Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Outputs Not Started BC, KB 12/31/2009 29/02/2009

Bi-Weekly TPM Leadership team ReviewMeeting Overview Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Inputs Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Outputs Not Started BC, KB 12/31/2009 29/02/2009

Weekly Clarety Consulting Leadership ReviewMeeting Overview Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Inputs Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Outputs Not Started BC, KB 12/31/2009 29/02/2009

PMO Team Weekly MeetingMeeting Overview Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Inputs Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Outputs Not Started BC, KB 12/31/2009 29/02/2009

Weekly Account review with RamonMeeting Overview Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Inputs Not Started BC, KB 12/31/2009 29/02/2009Review Meeting Outputs Not Started BC, KB 12/31/2009 29/02/2009

Ad Hoc MeetingsMeeting Overview Not Started CM, KB 12/31/2009 29/02/2009

Weekly Track Status meetingsMeeting Overview Not Started CM, KB 12/31/2009 29/02/2009

continue inserting rows as required

TOTAL Effort Required in hours 0 Dates & Totals in this box are auto-generated

Start/End Dates for this Sheet 12/31/2009 12/30/1899Name Date Signed off dd/mm/yyy

Subject Sign-Off Tony Blair

Tom Jones

Section 1 - List of Meetings with Questions and Answers for each meeting

1) Complete a full set of questions for each meeting for which Knowledge Transfer is taking place2) Scroll to the right and insert new Meeting "Answer" columns for each meeting as appropriate3) Replace the Red Text below with the meeting name4) Insert additional columns to the right if required5) Answer all questions

Fortnightly - Need to confirm if this meeting still taking place

Review the current ETCP status with Leadership, Wave Managers, Super Clients Plc and other key stakeholders present

Review the status report in advance of the Leadership meeting to ensure content is correct, complete and appropriate and also to agree messages from leadership team

Review the status report in advance of the Leadership meeting to ensure content is correct, complete and appropriate and also to agree messages from leadership team

Review Team assignments, share updates and information, provide direction on where PMO is going in future, collect feedback, discuss team issues

Review the content and form of the programme plan to ensure quality and question any missing components

Review logged change requests and perform Change Control governance processes that result in Change acceptance or rejection

Provide leadership direction and guidance on matters of policy and/or business change which may impact the viability of the TPM Programme Provide overall guidance and direction to the TPM Programme, ensuring that it remains within specified constraints Approve all major plans and authorise any major deviation from plansSign off the completion of each programme stage and authorise the start of the next stage Help to resolve problems between the TPM Programme and external bodies Ensures that the required resources are committed Arbitrates on any conflicts within the programmeTake ownership for issues which cannot be resolved by the programme teamManage risks which cannot be managed by the programme team

Review and process Open NeedsReview resourcing issuesReview travel & onsite/offsite forecast

Objectives:Provide more visibility to Super Client Plc of Onsite resource moves/changes within the team This should include initial discussion around proposals and then final agreement Provide more visibility to Super Client Plc of Resource Movements between Onsite & Offshore Provide weekly report to Mike White and review in this meeting As required: Consider Resourcing from an HR perspective to include: People concerns, Performance issues, Communication concerns from both Super Client Plc & Clarety point of view

Meeting Guidelines:Discussion in these meetings will be restricted to Clarety Consulting & Super Cleints BTM related resources/topics Any concerns related to Business staffing/people will be handled outside of these meetings on a case-by-case basis The focus of this meeting will be around Staffing and Roles – Morale will be discussed outside of these meetings

Review progress on Action PlanDiscuss any issues raisedDiscuss future PMO directionsProvide advice to team members

Change Control LogChange Board meeting agendaChange Board Actions Log

TPM Resourcing PlanResourcing Actions Register

List the outputs/deliverables that you provide (or feed into) from this meeting in this role

Meeting MinutesUpdated Actions Register

Meeting MinutesUpdated Actions RegisterUpdated Weekly Programme Status Report (Draft)

Meeting MinutesUpdated Action Plans (if in use)

Updated Change Control LogChange Board Meeting MinutesUpdated Change Board Actions Log

Meeting MinutesUpdated TPM Resourcing PlanUpdated Resourcing Actions Register

Facilitate, capture outputs, provide respsonses to questions

Facilitate, capture outputs, provide respsonses to questions, agree messages

Facilitate, capture outputs, provide respsonses to questions, agree messages

Understand programme plan and any associated issues

Facilitate, represent PMO action plan, capture minutes and actions

Assist in facilitation, represent PMO resourcing needs

Resource Manager may not have to attend this meeting due to sensitivity of some issues. Usually decided on a meeting by meeting basis

Facilitate, provide guidance, understand progress on team plan

What is the nature of the meeting, e.g. Face to Face, Conference Call, NetMeeting John PlanKnowledge Transferon or PMO Manager

Tony Blair,John PlanKnowledge Transferon, Mike White, Bill Clinton, Mike Turnbull

Tony Blair, John PlanKnowledge Transferon, Region Managers, Solution PM Manager, Solution Architect, Support Transition Head, Support Manager, PMO Status Report Owner

PMO Planning Manager, PMO Manager, Programme Manager

Tony Blair, John Plankton, Region Managers, Solution PM Manager, Solution Architect, Support Transition Head, Support Manager, PMO Status Report Owner

Tony Blair, John John Plankton, Region Managers, Solution PM Manager, Solution Architect, Support Transition Head, Support Manager, PMO Status Report Owner

Tony Blair, John John Plankton, Region Managers, Solution PM Manager, Solution Architect, Support Transition Head, Support Manager, PMO Status Report Owner

Tony Blair, John Plankton, Region Managers, Solution PM Manager, Solution Architect, Support Transition Head, Support Manager, PMO Status Report Owner

Who is responsible for sending out meeting invitations and booking rooms?

John PlanKnowledge Transferon or PMO ManagerPMO (KC/GM) (NB: most updates made directly into pres during meeting)Most often only JP & TJ attend this meeting - going forward JP likely to attend.

PMO (NB: most updates made directly into pres during meeting)

List any other information that needs to be part of Knowledge Transfer for this meeting


1) Insert a row into this section for each of the meetings listed in Section 12) For each Meeting, insert rows into the detailed Plan for the actual Tasks/Actions that will take place during Knowledge Transfer3) Read each cell comment before entering information4) Fill in all cells5) Ensure that the "TOTAL Effort Required in hours" cell is correctly populated if you have inserted rowsNOTE: Subject Sign-Off - Once Knowledge Transfer for this Subject is complete then the person giving Knowledge Transfer and the person(s) receiving Knowledge Transfer must sign-off by entering their name and date signed off - insert additional Sign-off rows as required if handing over to multiple people






Back to Top

D29


E29

The name of the person who will be receiving the KT

F29

The amount of time KT will take for this task. NOTE: show hours in decimal format, e.g. 15 mins is shown as 0.25 1 hour and 30 mins is shown as 1.5

G29

The planned start date for this task DD/MM/YYYY

H29


F64

Please confirm that this cell is a sum of the hours listed in the cells above

G65

Confirm that this is the earliest start date for any task above

H65



External or Client Relationships/Contacts

Person's Name Phone No. & email address Location Relationship Type Reason for Relationship

1 Kevin Brady Seven Oaks Customer (peer) 9 Months Super Clients Plc PTMS BA Lead23

56789

10

Internal Clarety Relationships/Contacts

Person's Name Phone No. & email address Location Programme Relationship Type Reason for Relationship1223

456789

1011121314



Relationship/Contact Name / Tasks Status Required Attendees Start Date End Date Comments

Super Clients Plc Contacts Review

PT, KB 1 6/6/2008 6/15/2007

Super Clients Plc Introductions

PT, KB 1 6/6/2008 6/15/2008

Clarety RelationshipsPT, KB 1 6/6/2008 6/8/2008 These will be done informally on the whole within the first few days of Knowledge Transfer



Subject Sign-Off Tony Blair

Kevin Brady

Section 1 - List of Relationships and Key Contacts

1) List all Relationships that you have/maintain in the role for which Knowledge Transfer is taking place2) Complete all cells for each Relationship/Contact

Contact's Company

Length of Relationship

Any other useful information about this Contact/Relationship

[email protected], +44 (0) 7876 7876345, +44 (0) 1767 360733Super Clients Plc

Reports to Cliff RichardDotted line report to Tony BlairTom Jones / John Plankton is key relationship owner

Length of Relationship

Any other useful information about this Contact/Relationship


1) Insert a row into this section for each of the Relationship/Contact listed in Section 1 (if any Knowledge Transfer effort is required)2) For each Relationship/Contact, insert rows into the detailed Plan for the actual Tasks/Actions that will take place during Knowledge Transfer3) Read each cell comment before entering information4) Fill in all cells5) Ensure that the "TOTAL Effort Required in hours" cell is correctly populated if you have inserted rowsNOTE: Subject Sign-Off - Once Knowledge Transfer for this Subject is complete then the person giving Knowledge Transfer and the person(s) receiving Knowledge Transfer must sign-off by entering their name and date signed off - insert additional Sign-off rows as required if handing over to multiple people


These can be handled on an Adhoc basis, given that Tony Blair still maintains most of these relationships.

These can be handled on an Adhoc basis, given that Tony Blair still maintains most of these relationships.





Back to Top

mailto:[email protected],%20+44%20(0)%207876%207876345,%20+44%20(0)%201767%20360733

G7

Example: Line Manager Reports to me (in role) Ad-hoc inputs Casual Other

H7

In months or years, e.g. 6 months or 2 years

I7

137911: How does this relationship assist in performing the role?

D53


E53


F53


G53


H53


F68


G69


H69


Notes on completing the table below:

Technology related SME

Technology Name Description Any other useful information1

23456

Notes on completing the table below:1) List all the "Processes/Process Areas" that are required to perform this role

Process related SME

Process Name Description Any other useful information1 Risks and Issues2 Change Control3 Resource Management4 Planning5 Status Reporting6 Actions Delivery7 Document Control

Notes on completing the table below:1) List all the "Business Knowledge" areas that need to be known to perform this role

Business Knowledge related SME

Business Knowledge Area Name Description Any other useful information123456

Notes on completing the table below:1) List all supporting Documents referenced in your role that assist you to perform this role

Supporting Documents

Document Name Description Any other useful information12356789

This Subject (Subject Matter Expertise) considers 5 main areas, i.e. Technology, Process/Process Areas, Business Knowledge, Documents (e,g, Project Overview Programme Level Documents, etc.), Admin (e.g. PeopleSoft, Clarity,etc.)

List all areas of Subject Matter Expertise that are relevent to the role for which Knowledge Transfer is taking place

Section 1 - Subject Matter Expertise, Documents, Admin

1) List all the "Technologies" that are required to perform this role2) Include Hardware, Software and Applications


1011

Notes on completing the table below:1) List all Admin Tasks you do (or Support) in your role.

Admin Related Tasks

Admin Task Name Description Any other useful information123456



Relationship/Contact Name / Tasks Status Required Attendees Start Date End Date Comments

Technology Related SME areas

Process Related SME areasNot Started BT / KB 6/6/2008 6/15/2008

Business Knowledge Related SME Areas

Supporting Documents

Admin Related Tasks



Subject Sign-Off Bill Clinton

Kevin Brady


1) Insert a row into this section for each of the SME areas listed in Section 1 (if any Knowledge Transfer effort is required)2) For each Subject Matter area, insert rows into the detailed Plan for the actual Tasks/Actions that will take place during Knowledge Transfer3) Read each cell comment before entering information4) Fill in all cells5) Ensure that the "TOTAL Effort Required in hours" cell is correctly populated if you have inserted rowsNOTE: Subject Sign-Off - Once Knowledge Transfer for this Subject is complete then the person giving Knowledge Transfer and the person(s) receiving Knowledge Transfer must sign-off by entering their name and date signed off - insert additional Sign-off rows as required if handing over to multiple people





Back to Top

D80


E80


F80


G80


H80


F96


G97


H97


Section 1 - Task List


Periodic Overview of Risks & Issues Review PMO Processes Plan Baselining Metrics Reviews Town Hall MeetingsQuestions Answers Answers Answers Answers Answers Answers

1

Provide a brief description of the Activity

2 What is the frequency of this Activity? Ad hoc, Fortnightly or Monthly Continuous (setup checkpoints?) As required Weekly Monthly

3 Is this Activity in a plan, if so, who owns the plan? Bill Clinton No Gaurav No David Holiday

4 Are you responsible for this Activity? Yes/No No Yes No Yes No

5Bill Clinton N/A (PMO Team?) Gaurav PMO Team David Holiday

6 Who is dependent on this Activity? Bill Clinton PMO Team Members Gaurav PMO Team David Holiday

7

List any other information that needs to be part of KT for this Activity

Activity Name / Tasks Status Required Attendees Start Date End Date Comments

Periodic Overview of Risks & Issues Not started PT, KB 6/6/2008 6/8/2008Review PMO Processes Not started SO, PT, KB 6/7/2008 6/8/2008Plan Baselining Not started GP, PT, KB 6/8/2008 6/8/2008Metrics Reviews Not started SO, PT, KB 6/9/2008 6/8/2008Town Hall Meetings Not started DH, PT, KB 6/10/2008 6/8/2008



Subject Sign-Off Name of person Giving KT Conor Maguire

Name of person Receiving KT Kevin Brady

Name of person Receiving KT

The Subject "Activities" in this context refers to "Tasks" (things you do) which are not planned, i.e. not part of a Deliverable. This is other work that you do that needs to be transferred, e.g.:Social Coordinator - set up team outingsChange Tapes in Back-up driveProvide Travel info. for new joinersOrganise/Present internal training sessions, etc.

1) Complete a full set of questions for each "Activity" 2) Insert additional columns to the right for each "Activity" as appropriate 3) Replace the Red Text below with the "Activity" name4) Answer all questions

Holistic review of the risks and issues log to pre-empt any flush activities that are required and ensure the log is in a good state

Continuous review of processes with primary owners to ensure that they are up-to-date and

relevant

Support the Planning Manager in facilitating the review and baselining of the Programme Plan

Review the metrics from each PMO area and analyse any problems/issues that are indicated

Input and review in meeting deck and leadership messages for TP Meetings

If not responsible for this Activity then who do you support in this Activity?

Use the metrics to guide as to whether this is necessary. Periodically need to flush Risks & Issues at all levels not just the Escalated & High level with which PMO is primarily concerned



Back to Top

D21


E21


F21


G21


H21


F36


G37


H37


Section 1 - Action List


Questions Answers Answers Answers Answers

1 Provide a brief description of the Action (approx.10 words)

2 What is the Action Id?

3 What's your role on the Action, e.g. Owner/Provider of Input/Other?

4 Is this Action kept on an Action Log

5 Where is the Action Log kept/stored?6 Who owns the Action Log?7 Where/When is the Action Log Reviewed?8 How often is the Action Log Reviewed? Daily, Weekly, etc.

9



Action Title / Tasks Status Start Date End Date Comments



Subject Sign-Off Name of person Giving KT Bill Clinton

Name of person Receiving KT Kevin Brady


NOTE: Signing-off implies that all Actions have been handed over and are no longer owned by the person transitioning out!!

1) Complete a full set of questions for each "Action" 2) Insert additional columns to the right for each "Action" as appropriate 3) Replace the Red Text below with the "Action" Title4) Answer all questions

Replace this text with Action 1 Title Replace this text with Action 2 Title Replace this text with Action 3 Title Replace this text with Action 4 Title

List any other information that needs to be part of Knowledge Transfer for this Action


1) Insert a row into this section for each of the Actions listed in Section 12) For each Action, insert rows into the detailed Plan for the actual Tasks/Actions that will take place during KT 3) Read each cell comment before entering information4) Fill in all cells5) Ensure that the "TOTAL Effort Required in hours" cell is correctly populated if you have inserted rows

NOTE 1: Tasks in this section relate to KT Tasks and NOT effort required to complete the Action

NOTE 2: Subject Sign-Off - Once KT for this Subject is complete then the person giving KT and the person(s) receiving KT must sign-off by entering their name and date signed off - insert additional Sign-off rows as required if handing over to multiple people

NOTE 3: Signing-off implies that all Actions have been handed over and are no longer owned by the person transitioning out!!

Required Attendees No. of hours required


Back to Top

D23


E23


F23


G23


H23


F38


G39


H39


Section 1 - Issue List


Questions Answers Answers Answers Answers

1 Provide a brief description of the Issue (approx.10 words)

2 What is the Issue Id?

3 What's your role on the Issue, e.g. Owner/Provider of Input/Other?

4 Where is the Issue Log kept/stored?5 Who owns the Issue Log?6 Where/When is the Issue Log Reviewed?7 How often is the Issue Log Reviewed? Daily, Weekly, etc.

8



Issue Title / Tasks Status Required Attendees Start Date End Date Comments

Review Issues in Status Deck Not Started PM, KB 6/6/2008 6/15/2008Review Issues in Clarity Not Started PM, KB, KA 6/6/2008 6/15/2008



Subject Sign-Off Name of person Giving KT Peter Brent

Name of person Receiving KT Bill Clinton


NOTE: Signing-off implies that all Issues have been handed over and are no longer owned by the person transitioning out!!

1) Complete a full set of questions for each "Issue" 2) Insert additional columns for each "Issue" as appropriate 3) Replace the Red Text below with the "Issue" Title4) Answer all questions

Replace this text with Issue 1 Title Replace this text with Issue 2 Title Replace this text with Issue 3 Title Replace this text with Issue 4 Title

List any other information that needs to be part of Knowledge Transfer for this Issue


1) Insert a row into this section for each of the Issues listed in Section 12) For each Issue, insert rows into the detailed Plan for the actual Tasks/Actions that will take place during KT3) Read each cell comment before entering information4) Fill in all cells5) Ensure that the "TOTAL Effort Required in hours" cell is correctly populated if you have inserted rows

NOTE 1: Tasks in this section relate to KT Tasks and NOT effort required to resolve the Issue


NOTE 3: Signing-off implies that all Issues have been handed over and are no longer owned by the person transitioning out!!



Back to Top

D22


E22


F22


G22


H22


F37


G38


H38


Section 1 - Risks List


Questions Answers Answers

1 Provide a brief description of the Risk (approx.10 words)

2 What is the Risk Id?

3 What's your role on the Risk, e.g. Owner/Provider of Input/Other?

4 Where is the Risk Log kept/stored?5 Who owns the Risk Log?6 Where/When is the Risk Log Reviewed?7 How often is the Risk Log Reviewed? Daily, Weekly, etc.

8



1) Complete a full set of questions for each "Risk" 2) Insert additional columns to the right for each "Risk" as appropriate 3) Replace the Red Text below with the "Risk" Title4) Answer all questions

Replace this text with Risk 1 Title Replace this text with Risk 2 Title

List any other information that needs to be part of Knowledge Transfer for this Risk



Risk Title / Tasks Status Required Attendees Start Date End Date

Review Risks in Status Deck Not Started CM, KB 6/6/2008 6/15/2008Review Risks in Crisp Not Started CM, KB, KC 6/6/2008 6/15/2008

1) Insert a row into this section for each of the Risks listed in Section 12) For each Risk, insert rows into the detailed Plan for the actual Tasks/Actions that will take place during KT3) Read each cell comment before entering information4) Fill in all cells5) Ensure that the "TOTAL Effort Required in hours" cell is correctly populated if you have inserted rows

NOTE 1: Tasks in this section relate to KT Tasks and NOT effort required to mitigate the Risk


NOTE 3: Signing-off implies that all Risks have been handed over and are no longer owned by the person transitioning out!!


D22


E22


F22


G22


H22




Subject Sign-Off Name of person Giving KT



NOTE: Signing-off implies that all Risks have been handed over and are no longer owned by the person transitioning out!!

Back to Top

F37


G38


H38


Answers AnswersReplace this text with Risk 2 Title Replace this text with Risk 3 Title Replace this text with Risk 4 Title

Comments

Note: Clarety Training will be separate exercise

Section 1 - Lessons Learned

About the ProgramWhat went well? Suggestions for Improvement

123

insert additional rows as required

About the TPM PracticeWhat went well? Suggestions for Improvement

123


About Super ClientsWhat went well? Suggestions for Improvement

123


The purpose of this Worksheet is to give you an opportunity to share "Lessons Learned" with the Management Team whilst in this role and to give you an opportunity to make suggestions for areas of improvement.


Back to Top