Project Plan ERP Sample by ijaz haider malik weboriez@hotmail

IIjaz Haider Malik Prince2 ® Project Manager (CRM & ERP) [email protected] 9251-3335690567

Copy right®2013-2016

1.0 Project Preparation

Project Initiation

Initial Team formation

Initial Draft

Prepare Scope of Work

Prepare Feasibility Report for Management

Prepare Request for Proposal - RFP

Steering Committee Formation by top management

Procurement Process Initiation

Arrange Project Budget

Float Request for Proposal - RFP

Formation of Technical Evaluation Committee Chain Management - Committee - TEC

Formation of Financial Evaluation Committee Chain Management - Committee - FEC

Technical Evaluations - Demos , discussions, queries

Financial Evaluations - Negotiations

Finalize the Vendor

Issue LOI - Letter of Intent

Issue Purchase Order

Prepare Detail Project Plan along with vendor

Approval from Steering Committee

PMO Related Tasks

Arrange OPerational EXpenditure Budget (OPEX)

Workstations / Laptops for Project Team

File Server for Project Documentation

High Speed Printers

Access to Conference / Meeting Rooms

Landline / Cell Phones

mailto:[email protected]

Fax machine

Multimedia

Stationary supplies (white-boards, Printer paper etc)

Connectivity - Intranet and Internet

Project Kick -Off Presentations

Project Team Kick-off Presentation to Steering Committee

Approval - Sign Off

Project Organization

Define project team Organization and roles

Assign people to roles

Approval of Project Org. Chart from Management

Project Charter

Create & Issue Project Charter

Review Project Charter

Update Project Charter

Approval from Steering Committee Chain Management - Committee

Detailed Project Planning Documents

Company's Strategic objectives and business needs document

Create and circulate Strategy and Business needs document

Review Strategy and Business needs Document

Update Strategy and Business needs Document

Sign-off Strategic Objectives and business needs document

Project Scope & Phases document

Create and circulate details

Review Detailed Scope Document

Update Scope Document

Sign-off Project scope & Phases Documents

Risk Management Plan

Create and circulate Risk Management Plan - RMP

Review RMP

Update RMP

Deliverable: Sign-off Risk Management Plan

Communication Plan

Create and circulate communication Plan

Review communication Plan

Update communication Plan

Deliverable: Sign-off Plan

Procurement Plan

Create and circulate Project Procurement Plan as per Purchase Order

Review Procurement Plan

Update Procurement Plan

Deliverable: Sign-off Procurement Plan

Resource & Staffing Plan

Finalize Resource & Staffing Plan

Review Resource & Staffing Plan

Update Resource & Staffing Plan

Deliverable: Sign-off Resource & Staffing Plan

Training Plan

Create and circulate Training Plan

Review Training Plan

Update Training Plan

Deliverable: Sign-off Training Plan

Change Management Plan

Create and circulate Change Management Plan

Review Change Management Plan

Update Change Management Plan

Deliverable: Sign-off Change Management Plan

User Acceptance Testing - UAT Plan

Create and circulate UAT Plan

Review UAT Plan

Update UAT Plan

Deliverable: Sign-off UAT Plan

Data Migration Plan

Create and circulate Data Migration Plan

Review Data Migration Plan

Update Data Migration Plan

Deliverable: Sign-off Data Migration Plan

Disaster Recovery Plan

Create and circulate Disaster Recovery Plan

Review Disaster Recovery Plan

Update Disaster Recovery Plan

Deliverable: Sign-off Disaster Recovery Plan

Project Quality Management Strategy

Create and circulate Quality Management Plan

Review Quality Management Plan

Update Quality Management Plan

Deliverable: Sign-off Quality Management Plan

Project Planning Documents

Solution Overview Workshops - Vendors' to <COMPANY NAME>

Work Shop for Finance Management

Work Shop for Supply Chain Management

Work Shop for HR management

Work Shop for Module? (any other)

Setup Initial Technical Infrastructure

Kick-off / Interim Servers for Solution Manager and Development Server(s) from Vendors

Set Up Project Team - File Server (for Documentation etc.)

Confirm Server Configuration & OS installation

Create Directory Structure

Complete all initial User / Security / Administrative (Backup schedule, Print Spool setup etc.)

Configure User Access for Project Team

Set Up Interim Solution for Issues Tracking

Confirm Hardware and Installation of Operating System

Install Software

Finalize Installation (Patches. etc.)

Complete all initial Basis settings (Clients, Backup schedule, spooler etc.)

Place Server in the data Centre and confirm connectivity to Project office

Configure User Access for Vendors' Project Team

Set Up Interim Development Server

Confirm Hardware Installation & OS installation

Install Solution software

Verify Installation (Patches etc.)

Complete all initial Basis settings (Clients, Backup schedule, spooler etc.)

Place Server in the data Centre and confirm connectivity to Project office

Configure User Access for Vendors' Project Team

Project File Server

Perform Quality Review

Implement Project Prep. Phase Quality Procedures

Follow-up on Quality Review Committee

2.0 Define Phase

Finance Module

AS IS Process Documentation

Identify the required Process Owners (stakeholders), Power users

Org. Structure / hierarchy (current)

General Ledger

Chart of accounts

Accounting Transactions

Cost and profit centers

Transfer of balances

Budget and planning

Consolidation of Budgetary estimates and comparison with actual

Budgetary definitions, transactions and exceptions

Transfer of budgets

Cash management

Cost & Regulatory Accounts

Debt Management

Asset Management

Transfer of Assets and Change of Ownership

Revenues

Define Revenue Types, Divisions, Frequencies etc.

Management of Revenues/Payments/Collection

Define and Accept Different methods of payments

Integration with other System

Receivables

Configuration of accounting rules for receivable management

Multiple segments of customers (Services, business types etc.)

Handling of receipts for split and consolidate invoices

Acceptance of application of receipts

Payables

Attachment of electronic documents with invoices

Multiple payment Methods

Selection of payment vouchers for payments

Online facility to employees

Ability to hold, split and consolidate payments

Integrated with other subsystems

Corporate Finance

Financial analysis of loans and other borrowings

Financial analysis of Contracts

Data Analysis & Reporting

Basic and General reporting(Summary, detail, any period, day)

Accounting and Financial reports

Comparative Statements(Parameters)

Consolidate AS IS Process Flow Charts

Document AS IS Process Flows

Conduct Internal QA Review

Conduct Review by Process Owners

Obtain Process Owner Signoff

Agreed AS IS Processes Document

TO BE Process Design

General Ledger

Accounts Receivable

Accounts Payable

Bank Accounting

Cost Centre Accounting

Profit Centre Accounting

Data Migration / Conversion from Legacy System

Interfaces & other custom developments

Technical Compliance verification & outstanding issues

Executive Management Review & Sign Off

Collate & Distribute Finance Module BBP documents to Executive Management

Presentation for Finance Module BBP's to Executive Management

Executive Management (Finance Module) Review

Sign off Business Blueprint/SRS

Agreed Business Blueprint/SRS for Finance Module

Supply Chain Management - SCM (Procurement & Materials)


Analyze AS IS Processes

Existing Organizational Structure

Existing Master data ( Material & Vendor )

AS-IS Procurement Processes of Local Purchases

AS-IS Procurement Processes of Import Purchases

AS-IS Procurement Processes of External Services

AS-IS Procurement Processes of Customer Services

AS-IS Inventory Management Processes

Goods Issuance – GIV

Goods Receipt – GRN

Goods Transfer – GTN

Material Request –MRF

Goods Returns Process

Physical Stock Counting


Procurement

Inventory Management & Warehouse Management



Executive Management Review & Sign Off

AS-IS HR Management


Analyze AS IS Process

Over all Organizational structure

Names of all departments and divisions.

Respective Positions of all departments.

Process of creating a new department and position

Roles/responsibilities of positions

Meeting for Employee Master Data

AS-IS PERSONNEL ADMINISTRATION Processes of Hiring and Retirement (Leaving)

Process of hiring an employee and the details maintained in the system.

Process of transfer an employee from one department to another.

Process for contracting employees, renewing contracts etc.

Process of firing employee, resignation, retirement.

Pay Structure

Allowances

Deductions

Gratuity

Pension Scheme

All grades, type and category.

Process of allocation and management of assets i.e. vehicle, house and phone lines to employee.

Process of recording, authorizing official tours, disbursement of expenses Cash, cheque and payroll.

AS-IS PERSONNEL ADMINISTRATION of Employee administration issues

Process for dealing with disciplinary and grievance cases.

Process of drafting, authorizing and posting of notices to employees

Process and policy of PF setup, calculation, adjustment etc.

Appraisal Process & Promotions

Career Planning

Succession Planning

Compensation Planning

Budgeting

Medical - External Services

Internal Services ( <COMPANY NAME>'s Medical Centers)

Medical - Re-imbursements

AS-IS Training & Event Management

Internal Training ( Training Colleges )

Masters, short courses and Scholarships

Training development


Global Settings

Personnel Administration

Organizational Management

Personnel Time Management

Payroll Processing

Closing Process



<COMPANY NAME> Executive Management Review & Sign Off

Develop UAT Plan

Finance Module

Develop UAT Plan for Finance Module

Develop / Refine Test scripts for Finance Module

UAT Test Plan for Finance Module

UAT Scripts for Finance Module

Supply Chain Management - SCM

Develop UAT Plan for Supply Chain Management - SCM

Develop / Refine Test scripts for Supply Chain Management - SCM

UAT Test Plan for Supply Chain Management - SCM

UAT Scripts for Supply Chain Management - SCM

HR Management

Develop UAT Plan for HR Management

Develop / Refine Test scripts for HR Management

UAT Test Plan for HR Management

UAT Scripts for HR Management

Prepare for Final Prep Phase

Refine Project Schedule for Final Prep. Phase

Verify Resource Requirements for Final Prep. Phase

Refine Q-Gate parameters for Final Prep. Phase


Implement Blueprint/SRS Phase Quality Procedures (Quality Gate #3)

Follow-up on Quality Review Committee Chain Management - SCM

3.0 Design Phase

Finance Module

Master Data Configuration

Interfaces Configuration

Processes Configuration

Workflows

Customized Reports





Workflows

Customized Reports

HR Management




Workflows

Customized Reports

4.0 Testing

Finance Module




Workflows

Customized Reports





Workflows

Customized Reports

HR Management




Workflows

Customized Reports

Cross Modular Testing

Interfaces

Processes

Workflows

Reports

5.0 Final Preparation

Final Perp. Phase Kick-off Meeting

6.0 User Acceptance Testing

Finance Module

Conduct User Acceptance Testing

Conduct Orientation of <COMPANY NAME> Testing Team

Conduct UAT

Resolve Issues

Finalize System

Sign off UAT




Conduct UAT

Resolve Issues

Finalize System

Sign off UAT

HR Management



Conduct UAT

Resolve Issues

Finalize System

Sign off UAT

7.0 ETL - Data Extract Transform Load

Finance Module

Accounts Receivable (Open Items)

Accounts Payable (Chqs, $$)

Asset Management


Inventory Balances

Open Purchase Requisition, Material Requests , Purchase Orders, GRN, GIV

Current Contracts

HR Management

Employee Personnel Data

Salary & Loans Data

Leaves Data

8.0 ETL User Acceptance

Finance Module

Preparation for Data Conversion Testing

Conduct Data Conversion Acceptance Testing

Sign off Data Conversion Acceptance Testing





HR Management




9.0 Cutover Planning

Finance Module

Prepare Cutover Plan for Finance Module

Refine Cutover Plan

Finance Module Cutover Plan


Prepare Cutover Plan for Supply Chain Management - SCM

Refine Cutover Plan for Supply Chain Management - SCM

Supply Chain Management - SCM Cutover Plan

HR Management

Prepare Cutover Plan for HR Management (Including Payroll)

Refine Cutover Plan for HR Management

HR Management Cutover Plan

Payroll Cutover Plan


Implement Blueprint/SRS Phase Quality Procedures (Quality Gate #4)

Follow-up on Quality Review Committee Chain Management - SCM

10.0 Go Live / Cutover

Finance Module

Finance Module - GO / NO Decision

Execute Finance Module Cutover Plan


Supply Chain Management - SCM - GO / NO Decision

Execute Supply Chain Management - SCM Cutover Plan

HR Management

HR - GO / NO Decision

Execute HR Cutover Plan

Go Live Support

Go Live Support Plan for Finance Module

Go Live Support Plan for Supply Chain Management - SCM

Go Live Support Plan for HR Management

Project Phase Closure

Close Phase

SAMPLE RISK REGISTER

S# Date Initiated by Sample Risks Sample Mitigation

1 1/1/2013 Ijaz Haider Malik Sponsorship from Management

Steering Committee Formation

2 1/1/2013 Ijaz Haider Malik Dedicated involvement from Stakeholders

Steering Committee's Decision for dedicated resources

3 1/1/2013 Ijaz Haider Malik Delay in hardware delivery - Import Issue

Expedite via Procurement department

4 1/1/2013 Ijaz Haider Malik Business Process changes during design, implementation

Solution's flexibility for time to change

5 1/1/2013 Ijaz Haider Malik Diversion from Project Plan Adjust project plan accordingly

6 1/1/2013 Ijaz Haider Malik Organization's structure changes

Steering Committee order to free structural changes during project time

Technology

Project Plan ERP Sample by ijaz haider malik weboriez@hotmail