Plan

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Who are we?PM (Project Management and Resource Planning)

– APT– IMPACT– PPTEU2– Plan LS1 – 2012– …

• Plan V2– From LS1 to LS2

Benoît DaudinManuel Alvarez AlvarezEloy Reguero Fuentes

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ls2-plan@cern.ch

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Agenda

• Actors and Roles

• Plan Basics:– Activity– Version and Stages

• Planning Exercise

• Activity Approval Process

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Actors & Roles

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Actors and Roles

Actors

Plan Leader J. Miguel Jimenez

Plan Coordinator Katy Foraz

Quality Assurance Manager Rachel Decreuse-Michaud

Group Coordinator Group Leaders

Group Plan Officer Nominated by Group Coordinators

Project Leader LS2 Project Leaders

Auditor Org Unit, Plan, Project, Facility, …- Department Heads- Section Leaders- Facility Coordinators

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Plan Basics

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Activity

Activity

Technical ResponsibleResponsible

Group

ContributionGroup 1

ContributionGroup 2

ContributionGroup N

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Iterative Planning

• Granularity varies along time• Evolution of the plan Versioning

Version 11

23

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Version 21

23

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56

78

Version ‘n’

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9X

Y

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StagesWork in a Plan Version is organized in sequential Stages:

Initialization01-Sep-2015

30-Oct-2015

Prioritization01-Nov-201515-Nov-2015

Resource Alloc.16-Nov-2015

15-Dec-2015

Final Approval16-Dec-2015

15-Jan-2016

Version 1

Active

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Released

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Let’s Plan…

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Declare Activities

Initialization Prioritization Resource Allocation Final Approval

Responsible Group

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General• Title*• Responsible Group*• Technical Responsible*• Type* – Inspection, Preventive,

Corrective, Consolidation, Upgrade• WBS Node* (to be defined)• Facilities* – LHC machine, ATLAS, Alice,

SPS, PS…• Location Information• Goal*• Impact if not done*• Impact if postponed*

Initialization Prioritization Resource Allocation Final Approval

* : Mandatory Fields

LIU HL-LHC LINAC4 LHC Consolidation …

https://quality.web.cern.ch/consolidation-vs-upgrade

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Propose Scheduling

• For each activity phase– Proposed Period*– Duration (weeks) *

• When will be the equipment ready for installation?• Comments on equipment

Initialization Prioritization Resource Allocation Final Approval

2016 2016-S1 2016-S2 2017 2017-S1 LS2 LS2-S1 LS2-S2 LS2-S3

Preparation

Activity phases:

Commissioning …Installation

Version Stage != Activity Phase

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Request Group Contributions

Group Contribution:– Activity Phase*– Group*– Description*– Comments

Initialization Prioritization Resource Allocation Final Approval

Activity

Technical Responsible

Responsible Group

ContributionGroup 1

ContributionGroup 2

ContributionGroup N

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Allocate Resources for Coordination• Responsible group must define resources to

coordinate the activity.

Initialization Prioritization Resource Allocation Final Approval

Resource allocation will be explained more in detail shortly…

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ActivityPrioritization

&& Scheduling

Initialization Prioritization Resource Allocation Final Approval

Plan Coordinator

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Prioritization

• Priority* - Priority list to be defined

Initialization Prioritization Resource Allocation Final Approval

P0 – Safety P1 – Beam to 6.5-7TeV, nominal performance P2 – Reliable performance improvement P3 – CERN approved projects P4 – no CERN approved projects

LS1 priority list:

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Scheduling• For each activity phase:– Accepted Period*

Initialization Prioritization Resource Allocation Final Approval

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ActivityResource Allocation

Initialization Prioritization Resource Allocation Final Approval

ContributionGroup

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Allocate Resources for ContributionN resources of type:

– Personnel Resources• Staff or Fellows

– Associated Personnel Resources• Collaboration Agreements, Contractors, PJAS, COAS…

– Material Resources

Initialization Prioritization Resource Allocation Final Approval

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Personnel Resources• Resource Description* (Engineers, Technicians, …)

• FTE Needed* Number or

• Duration (weeks / months) *• How many parallel teams can perform this activity? *• Do you have the resources needed to perform the activity? * (Yes /

No)

Initialization Prioritization Resource Allocation Final Approval

0-1 1-2 2-5 5-10 10-20 20-50 50-100 100-200 200-500 500-1000 > 1000

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Associated Personnel ResourcesSame as for Personnel Resources +:– Collaboration Agreement– Contractor

Initialization Prioritization Resource Allocation Final Approval

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Material Resources• Resource Description*• Budget (kCHF) *• Do you have the budget needed to perform the

activity? * (Yes / No)– In case that the answer is Yes then indicate the budget code

or the budget owner (Group or Project)

Initialization Prioritization Resource Allocation Final Approval

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ActivityFinal decision

Initialization Prioritization Resource Allocation Final Approval

Plan Coordinator

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Final decision by Plan Coordinators

–Approve–Postpone

Initialization Prioritization Resource Allocation Final Approval

Before an activity goes to Waiting Final Approval every contributor group needs to validate their resource allocation.

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ActivityApproval Process

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Approval Process

Thank you