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Program Management Practice

Program Management Portal:Contract Management and the Client

© 2011, 2013 IBM Corporation

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Learning Objectives

Understand the Client’s role in PgMP for Contract Management:

1) Contract Management OverviewA. Contract Change ManagementB. Contract Deliverables ManagementC. Program Issues ManagementD. Program Risk Management

2) Contract Management Roles3) Contract Management Workflows4) Next Steps

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PgMP Client Education Suite

*

* Recommended Education Module

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Contract Management in PgMP

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Roles in Contract Management

To download a copy of this full chart click the MS Excel icon.

Microsoft Excel Worksheet

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Contract Change Overview

• What is a Contract Change?– A Contract Change is a change to the contract Term, Conditions or

Schedules.

• What are the attributes of a Contract Change?

– A Contract Change can be a top level record or a child of an RFS.– A Contract Change can be created by an IBM Contract Change

Manager or a Client Contract Change Manager.– A Contract Change can have the following child records associated

with it: Actions, Approvals, Attachments, Comments, Contract Deliverables, Issues and Risks.

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Client Contract Change Manager

• What are the tasks for a Client Contract Change Manager?– Creates Contract Change Requests

– Provides Client approvals

– Can create Actions, Approvals, Issues, Risks and/or Comments as applicable

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Workflow for a Client Contract Change

Closure/ Completion

Prepare contract change

IBM Contract Change Manager

Request Contract Change

Client Contract Change Manager

Qualification

Legal Contract Support

IBM Approval

IBM PE

Approve Release to

Client

IBM Contract Change Manager

Execute contract change

Client ApprovalClient Contract

Change Manager

IBM Contract Change Manager

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Contract Deliverable Overview

• What is a Contract Deliverable?– A deliverable contained in an Outsourcing Contract.

• A Contract Deliverable record in PgMP can be:– An IBM Deliverable that requires client notification (DND)– An IBM Deliverable that requires client approval (DAD)– Client Deliverable to IBM– A Deliverables list

• What are the attributes of a Contract Deliverable?– A Contract Deliverable can be a top level record or a child of a

Contract Change record.– A Contract Deliverable can have the following child records

associated with it: Action, Approval, Attachment, Comment, Issue and Risk.

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Client Deliverables Manager

• What are the tasks for a Client Deliverables Manager?– Approves Contract Deliverable Definition– Approves Contract Deliverable– Can create Actions, Approvals, Issues, Risks and/or Comments as

applicable

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Workflow for a Contract DeliverablePart 1

Register deliverable

Deliverable definition

Any IBM User of PgMP

Definition review by

IBM

Client approval of deliverable definition

IBM Contract Change Manager

Identify deliverable

owner

IBM Business Office

IBM Deliverables

ManagerClient

Deliverables Manager

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Workflow for a Contract Deliverable Part 2

Client Deliverables

Manager

IBM approval or acceptance of deliverable

IBM Deliverables

Manager

Client approval of deliverable

Complete

IBM Deliverables

Manager

Any IBM User of PgMP

Develop deliverable

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Issues Management Overview

• What is a Program Issue?– An issue that requires the intervention of the Project Executive and /

or the Client management team to facilitate resolution.

• What are the attributes of a Program Issue?– A Program Issue can be a top level record or a child of another

record.– Any IBM or Client user who can create a record can create a Program

Issue.– A Program Issue can have the following child records associated with

it: Approvals, Action, Attachment, and Comment.

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Client Issues Manager

• What are the tasks for a Client Issues Manager?– Approves closure of Issues– Can create Actions, Approvals, Issues, Risks and/or Comments as

applicable

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Workflow for a Client Program Issue

Create issue Qualify issue

IBM Issues Manager

Resolve issueComplete

IBM Issues Manager

Any Client User of PgMP

Any User of PgMP

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Risk Management Overview

• What is a Program Risk?– A Program Risk is a potential event or future situation that may

adversely affect the program that requires the intervention of the PE and / or the Client management team to facilitate effective management.

• What are the attributes of a Program Risk?– A Program Risk can be a top level record or a child or another record– Any IBM'er or Client who can create records can create a Program

Risk– A Program Risk can have the following child records associated with

it: Action, Approval, Attachment, Comment and/or Issue.

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Workflow for a Client Program Risk

Any Client User of PgMP

Any IBM User of PgMP

Create risk Qualify risk

Manage riskComplete Close risk

IBM Risk Manager

IBM Risk Manager

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Next Steps …

• Additional education• Complete PgMP Overview for the Client• Complete additional module if applicable:

– Request Management, PCRs and the Client

• Account specific education (See IBM Account Focal Point)

• Additional information• For additional information on PgMP view the

Client User Guide