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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
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