Revenir aux basiques !

2

Revenir aux basiques Processus

Nécessité d’améliorer la Maîtrise les Offres et Projets: l’analyse des causes racines montre un défaut d’application des basiques de nos processus ‘cœur métier’

Identifier les Fondamentaux de chacun de nos processus Cœur métier: Offres Management de projets Ingénierie Sous-traitance

Mesurer leur application Intégrer cette mesure dans les reporting

3

NI PI LI FI BP

Id# not

implemented

partialy

implemented

largely

implemented

fully

implementedBest Practice ?

10 4

11 A FI x x x x

12 A FI x x x x

20 2

21 A LI x x x

22 A PI x x

30 2

31 A LI x x x

32 A PI x x

40 3

41 A LI x x x

42 A LI x x x

50 2

51 A PI x x

60 3

61 A LI x x x

62 A LI x x x

63 A LI x x x

64 A LI x x x

65 A PI x x

70 1

71 A NI x

72 A NI x

73 A NI x

80 4

81 A FI x x x x

90 2

91 A PI x x x x

00 1 2 3 4 0

01 A 1 x

02 A 2 x x

03 A 3 x x x

04 A 4 x x x x

Handover to Program

Partners & Suppliers

LI

NI

Contract Approval

Establish the current nature of the relationship with the customer

Establish and understand the real customer needs and constraints

PI

LI

Bid Reviews

Bid/Nobid

PI

Establish the solution strategy

Compliance to develop process fundamentals (WG8)

PI

Establish the current nature of the relationship with the supplier

Compliance to acquisition process fundamentals (WG8)

GATE 0 : GO/NO GO

SOLUTION

An effective red review shall be completed

The contract shall be reviewed and approved

PARTNERS & SUBCONTRACTORS/SUPPLIERS

GATE 3 : CONTRACT APPROVAL

GATE 1 : BID/NO BID

BID REVIEWS

The senior manager shall approve the capture plan and appoints a capture team leader

Compliance to gate 1 checklist (optimum WG1)

An effective gold review shall be completed

Effective peer reviews covering individual bid elements shall be completed

programme team set up, transfer from bid manager to programme manager, bid & contract baseline, contract management plan ?

HANDOVER TO PROGRAMME

An effective commitment control review shall be completed

Effective progress review(s) involving senior managers shall be completed

The Bid Package shall be completed (with all elements addressed)

The bid proposal shall be approved

Existence of bid executive summary

PI

Bid Approval

FI

Compliance to handover to program checklist (optimum WG 2)

OBSERVATIONS

compliance matrix, acceptability of acceptance conditions

Cost Estimates & Prog.Phasing and Schedule, Sizing Parameters, Risks & Opportunities, contingencies

accountability

including mandate of negociation

OBSERVATIONS

OBSERVATIONS

Acceptability of acceptance conditions

OBSERVATIONS

cf. WG 1 (verify scenario & solution)

Indicate the applicability (A=Applicable / NY=Not Yet / NA=Not Applicable)

Assess the practice (FI-LI-PI-NI) if applicable, otherwise leave blank

The senior managers shall approve the opportunity development activities

Key Practices

Go/Nogo

FICUSTOMER RELATIONSHIP

FUNDAMENTALS

Ap

plica

bility

Ass

essm

en

t

Customer Relationship

OBSERVATIONS

OBSERVATIONS

Filtrage

OBSERVATIONS

Solution OBSERVATIONS

To be investi-gated

cf. fiche évaluation acquisition

Punctuality of quotation submission to relevant services

Punctuality of bid submission with respect to commitments

Bid costs (actuals vs budget)

Bid results

EFFECTIVENESS / PERFORMANCE 2

GATE 2 : BID APPROVAL

solidité

respect mutuel, ouverture et débat franc

solidité

cf. fiche évaluation acquisition

solvabilité, inflation,

OBSERVATIONS

OBSERVATIONS

Assessment All risky or undefined positions shall be

justified and revisedBest practices (BP) shall be recorded

Fundamentals Assessment Grid

NI PI LI FI BP

Id# not

implemented

partialy

implemented

largely

implemented

fully

implementedBest Practice ?

10 4

11 A FI x x x x

12 A FI x x x x

Establish the current nature of the relationship with the customer

Establish and understand the real customer needs and constraints

Indicate the applicability (A=Applicable / NY=Not Yet / NA=Not Applicable)

Assess the practice (FI-LI-PI-NI) if applicable, otherwise leave blank

Key Practices

FICUSTOMER RELATIONSHIP

FUNDAMENTALS

Ap

plic

ab

ility

Ass

ess

me

nt

Customer Relationship

To be investi-gated

Assessment

4 Scale RatingBest Practice

identification

Further

investigation

needed

Assessment menu

One single sheet for each bid or programme.

Supporting explanation of Key Fundamentals,

with related Rationale and Key Consideration

(checkpoints).

Dynamic and immediate report. Visual results.

One single sheet for each bid or programme.

Supporting explanation of Key Fundamentals,

with related Rationale and Key Consideration

(checkpoints).

Dynamic and immediate report. Visual results.

Fundamentals Tool

4

Radar of Bid/Programme Fundamentals.

Overview for your organization

Reports

Unsufficiant Partial Standard Very Good Not

ImplementedPartialy

ImplementedLargely

ImplementedFully

Implemented1 2 3 4

Fundamentals Rating

Radar Fundamentals

5

Example: Project Process Fundamentals application rule

N P L F BP

Id# not

implemented

partialy

implemented

largely

implemented

fully

implementedBest Practice ?

10 2

11 A F x x x x

12 A P x x

20 3

21 A L x x x

30 3

31 A L x x x

40 3

41 A L x x x

42 A L x x x

43 A F x x x x

44 A F x x x x

45 A F x x x x

46 A F x x x x

50 4

51 A F x x x x

60 3

61 A L x x x

70 3

71 A F x x x x

72 A F x x x x

73 A L x x x

74 A L x x x

75 A F x x x x

80 3

81 A L x x x

82 A L x x x

90 2

91 A P x x

92 A F x x x x

100 4

101 A F x x x x

102 A F x x x x

00 1 2 3 4 0

01 A 1 x

02 A 4 x x x x

03 A 1 x

04 A 3 x x x

OBSERVATIONS

Acquisition Management

OBSERVATIONS

BAES are reluctant to make Contract amendments and hence this has led to a requirement of Legal assistance to support Prog M

OBSERVATIONS

The acquired system/equipment/product development is managed in compliance with the Acquisition fundamentals.

To be investi-gated

All risky or undefined positions shall be justified and revised

Best practices (BP) shall be recorded

ACQUISITION MANAGEMENT

Key Practices

Customer RelationshipPRegular progress meetings are held with the customer, subjects include Risk

Management, dependencies and key issue resolution

App

licab

ility

Requirements Management

EFFECTIVE LAUNCH

Prog. Monitoring & Control

The solution development is managed in compliance with the Engineering fundamentals (Develop process).

Effective Launch

The programme working environment (including tools & facilities) are identified and allocated.

Programme resources (including critical skills) are identified and allocated.

Implement all peer reviews with relevant experts.

The early-warning alerts are provided to the relevant level of management.

The risk mitigation plan and opportunities development are implemented within the schedule.

PROGRAMME PLANNNG

A viable programme schedule (cost, planning resources) is defined, updated and shared with all stakeholders.

Programme Work Packages are defined, approved and based on the WBS.

P

Programme progress reviews are completed with relevant senior managers.

F

L

QUALTY ASSURANCE

L

LAll technical and non technical requirements relevant to programme activities

are identified, allocated and managed under change control.

Reviews are completed with relevant team members.

A programme performance dashboard is defined and maintained.

Conf & Data Mngt

Programme late, over-budget. Revised plan agreed with customer and revised baseline budget in consultation with Finance

OBSERVATIONS

Configuration baselines are established at relevant time and maintained.

OBSERVATIONS

QA was involved in IBR/CDR, Prog M reviewing Quality Plan as part of PMP

OBSERVATIONS

OBSERVATIONSQuality Assurance

RISKS & OPPORTUNTIES

PROGRAMME MONTORING & CONTROL

EFFECTIVENESS / PERFORMANCE 2

Quality assurance activities are completed at relevant time and result oriented to evaluate objectively both processes and products.

Non compliance issues are objectively tracked and communicated and resolution is ensured.

Changes to the work products under configuration management are tracked and controlled.

FCONFGURATION & DATA MANAGEMENT

OBSERVATIONS

Adequate programme management plans are defined, approved and shared with all relevant stakeholders.

SOLUTION DEVELOPMENT L Solution Development

Programme Planning

Conducted by BAES Jan 09

complaints & issues management

CUSTOMER RELATIONSHIP

FUNDAMENTALS

conformity

financial parameters (actuals vs budget)

OBSERVATIONS

Complaints and customer issues when raised immediately managed

Programme over-budget, work in progress with Finance to develop revised cost baseline

punctuality : on time delivery + forecast

Ass

essm

entIndicate the applicability (A=Applicable / NY=Not Yet / NA=Not Applicable)

Programme risks and opportunities are identified and managed.

The Launch Review / IBR is completed on time, with the right stakeholders and resulting actions are tracked to completion.

Risks & Opportunities

REQUIREMENTS MANAGEMENT

OBSERVATIONS

An Integrated Team is set up with engineering, purchase, ILS… and is effective.

Assessment Assess the practice (F-L-P-N) if applicable, otherwise leave blank

The process for amendments of the contract baseline is defined and managed with rigour and flexibility.

L

L OBSERVATIONS

PrProgramme Reference:

Programme Name:

Customer:

Country:

Managing Unit:

Date:

TeS

15 juin 2009

PROGRAMME FUNDAMENTALS

UK

2

1641

DC3T

Compliance

L

Effectiveness

BAE Systems

CustomerRelationship

AcquisitionManagement

Solution Development

Programme Planning

Effective Launch

RequirementsManagement

Prog. Monitoring &Control

Risks & Opportunities

Quality Assurance

Conf & Data Mngt

Objective: To institutionalize Process application & control through management line by providing visibility of the Bid Process Fundamentals Application to be able to give alert at early stage or right to veto in case of major risks or issues.

Rule 6 : For all A2 projects, the Quality Authority is in charge to check the application of the Fundamentals and to present the status in the key reviews ; he must alert when required fundamentals are not correctly implemented when needed, and when actions to solve problems not achieved in due time

Approach 10 fundamentals in Project phase, + 7 for Eng and 3 for

Acquisition Project managers use this simple assessment tool, to ensure

they apply correctly fundamentals Quality Authority assesses with the project manager the

application of these fundamentals and provides alerts to the management if needed

Quality Authority presents the status through a common visual metric during the key reviews and provides veto if needed

Customer Knowledge

Business Opp.Assessment

Bidding Decision

Solution Strategy &Maturity

Acq. Strategy &Commitments

Bid Management &Securisation

Bid Approval

Contract Approval

Handover toProgramme

Rappel

6

Revenir aux basiques de l’organisation Qualité

Centraliser l’organisation qualité

Remettre en place une organisation dédiée Assurance Qualité

Redécouvrir le droit d’alerte et de veto des responsables qualité Alerter si Fondamentaux non appliqués à temps Intégré la mesure de leur application dans le reporting

Qualité