Executive Project Kickoff

1. Executive Project Kickoff

2. Agenda • Meeting Objectives and Introduction • Project History and Overview • SOW Review and Scope Confirmation • Project Approach • Project Structure • Project Team and Organization • Roles and Responsibilities • External Stakeholders • Facilities • Communication Management • Controlling and Sign-Off • Risks & Issues Management • Conditions of Satisfaction • Additional Project Planning Sessions and Actions • Q&A

3. Meeting Objectives and Introduction • Introduce [Customer Name] and [Partner Name] Project Management Teams • Confirm Engagement Objectives • Confirm Scope and Review Current WBS • Confirm Project Approach and Structure • Conduct Stakeholder Analysis • Determine Customer Conditions of Satisfaction (COS) • Schedule Additional Project Planning Sessions

4. Project Management Team

5. Project History & Overview • Company Background • Project (Sales) History • Opportunity Overview & Project Definition • Project Vision • Project Approach • Business Objectives • Technical Objectives

6. Review SOW and Confirm Scope • Solution • Sites, Locations & Divisions • Business Processes • Requirements & Configuration • Custom Coding • Integration & Interfaces • Training • Testing • Data Migration

7. Project Scope: High-level Out-of-Scope • Business Process Re-Engineering • Infrastructure Deployment • Post Operational Solution Support

8. Q 1 Q 2 Q 3 Duration ID Task Name ( Range ) Jan Feb Mar Apr May Jun Jul Aug Sep 1 Analysis 2 - 4 weeks 2 Design 4 - 8 weeks 3 Development 15 - 20 weeks 4 Deployment 3 - 6 weeks 5 Operation 2 - 4 weeks Project Approach – Timeline & Milestones

9. Project Approach – Timeline & Milestones Q 1 Q 2 Q 3 Duration ID Task Name ( Range ) Jan Feb Mar Apr May Jun Jul Aug Sep 1 Agile Preparation 2 - 4 weeks 2 Agile Execution 4 weeks per sprint 3 Deployment 3 – 6 weeks 4 Operation 2 - 4 weeks

10. Project Approach - Methodology

11. Project Approach – Project Management

12. Project Approach: Key Deliverables • Project Plan • Training (Overview, Core & TTT) • Functional Requirements Document & Fit Gap Analysis • Infrastructure Design • Functional & Technical Design Documents • Solution Design Document • Completion of Process & Integration Testing • Completion of User Acceptance Testing • Final Data Migration • Production System • Project Closure Report

13. Project Approach: Key Deliverables • Project Plan • Training (Overview, Core & TTT) • Solution Backlog • Integration Strategy • Infrastructure Design • Completion of Process & Integration Testing • Completion of User Acceptance Testing • Final Data Migration • Production System • Project Closure Report

14. Project Structure: Partner Team Structure

15. Project Structure: Customer Team Structure

16. Project Structure: Project Organization

17. Project Structure: Roles and Responsibilities Extended RACI-Matrix: R - Responsible, implying the main responsibility in doing/delivering effort and skill. A - Accountable, implying management (overrides R when both are implied). C - Consultative, implying assistance (both active and advisory). I - Informed, implying a requirement of the one responsible to report on the task. V - Verify, implying a check against the defined scope and conditions of quality standards. S - Sign-off, implying the actions of review, validation and acceptance.

18. Project Structure: Roles and Responsibilities Extended RACI-Matrix: R - Responsible, implying the main responsibility in doing/delivering effort and skill. A - Accountable, implying management (overrides R when both are implied). C - Consultative, implying assistance (both active and advisory). I - Informed, implying a requirement of the one responsible to report on the task. V - Verify, implying a check against the defined scope and conditions of quality standards. S - Sign-off, implying the actions of review, validation and acceptance.

19. Project Structure: External Stakeholders

20. Project Structure: Communication Management • Communication Plan • Reporting &Meetings • Meeting Minutes • Project Status Meetings & Reporting • Issues & Risks Logs • Kick-Off Meetings • Executive Steering Committee Meetings • Phase Tollgate Reviews • Workshops • Collaboration & Documentation Repository

21. Project Structure: Facilities • On-Site Requirements • Remote Connectivity • Building Access • Business Hours • Dress Code • Activities with Facilities Dependencies

22. Project Structure: Controlling and Sign-Off • Controlling • Progress and Performance • Change Control Plan • Process • Initiating a change request • Core team review • Impact analysis (including cost regardless of implementation) • Project board review • Final disposition • Quality Management • Sign-Off & Approvals • Engagement Exit Criteria • Project Closure Process

23. Project Structure: Risks & Issues Management • Risk Management Planning • Managing the Three Major Risk Areas • Business • Technology • Project Execution • Issue Management Planning • Issue Resolution Management • Risks & Issues Escalations • Core Team • Project Steering Committee

24. Additional Project Planning Sessions & Actions • Finalize the Project Charter • Finalize the Work Breakdown Structure (WBS) & Project Plan • Review and Approve the Project Charter • Review and Approve the Project Plan • Initiate the Plan Project Kick-off • Review Outstanding Issues or Actions

25. Questions & Answers • What are your questions? • What are your concerns? • What was not mentioned during the Executive Kick-Off presentation?

26. Thank you.