Phases
5 phases, 22 steps. Pick one to see its steps.- 01Plan1 to 2 weeks4
- 02Design1 to 2 weeks4
- 03Deploy2 to 6 weeks9Provision3Install3Configure1Commission2
- 04Hand over1 to 2 weeks4
- 05ClosedWrap-up1
Long lead: needs starting early
Projects using it
No project uses this playbook yet.
New projectSteps and gates
Each phase ends at a gate a named role signs off before the next starts.- 01
Plan
1 to 2 weeksRK +3Project managerConfirm the move-out date and what is being closedAB +3AV and IT delivery engineerList every device, circuit and contract in the spacesRK +3Project managerCheck for leased units, and for anything under vendor supportRK +3Project managerGive notice to the landlord, the circuit provider and the vendorsGate: signed off by Programme manager- Date and scope agreed
- Notices given
- 02
Design
1 to 2 weeksSRService manager, AVDecide for each device: redeploy, keep as a spare, return or dispose ofAB +3AV and IT delivery engineerPlan the order of removal, so calls and the network last as long as they are neededMB FINetwork engineerPlan the network shutdown and the removal of the comms roomRK +3Project managerBook the couriers and the disposal companyGate: signed off by Service manager, AV and Service manager, IT infrastructure- Every device has a decision
- Removal plan approved
- 03
Deploy
2 to 6 weeksProvision
AB +3AV and IT delivery engineerRetire each unit in the asset register with the date and the reasonAB +3AV and IT delivery engineerTake the spaces out of booking, device management and monitoringMB FINetwork engineerRelease the addresses and switch ports the spaces heldInstall
LD +8On-site technicianRemove the devices and cabling, and label each unit as redeploy, return or disposeLD +8On-site technicianSend redeployed units to the store or their new site, and returns to their ownersMB FINetwork engineerTake down the comms room lastConfigure
LD +8On-site technicianReset every unit that leaves to its factory settingsCommission
MB FINetwork engineerCheck no device still reports in monitoring or device managementLD +8On-site technicianWalk each space and check it is empty and cleanGate: signed off by AV and IT delivery engineer- Every unit removed and reset
- Nothing still reporting
- Spaces empty
- 04
Hand over
1 to 2 weeksRK +3Project managerCollect the disposal certificates and the returns receiptsRK +3Project managerUpdate the spares count and the refresh plan for the units that moveRK +3Project managerCancel the circuit, the licences and the support contractsRK +3Project managerHand the keys and the spaces backGate: signed off by Head of AV and IT- Records match what is left
- Contracts cancelled
- 05
Closed
RK +3Project managerFeed what was learned back into this playbookGate: signed off by Programme manager- Lessons captured
Who does what
Built from the steps and gates above. Hover a letter for the steps.- ResponsibleDoes the work.
- AccountableSigns it off and answers for it. One per row.
- ConsultedIs asked before it is done.
- InformedIs told once it is done.
| Work | Head of AV and IT | Service manager, AV | Service manager, IT infrastructure | Programme manager | Project manager | AV and IT delivery engineer | Network engineer | On-site technician |
|---|---|---|---|---|---|---|---|---|
| Plan1 to 2 weeks | AProgramme manager · AccountableFor “Plan”, the programme manager signs it off and answers for it.Signs the gate: Date and scope agreed; Notices given.Today: Tomás Varga | RProject manager · ResponsibleFor “Plan”, the project manager does the work.Confirm the move-out date and what is being closed; Check for leased units, and for anything under vendor support; Give notice to the landlord, the circuit provider and the vendors.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | RAV and IT delivery engineer · ResponsibleFor “Plan”, the av and it delivery engineer does the work.List every device, circuit and contract in the spaces.Today: Anna Byrne, Marcus Lee, Mei Tan and 1 more | |||||
| Design1 to 2 weeks | AService manager, AV · AccountableFor “Design”, the service manager, av signs it off and answers for it.Signs the gate: Every device has a decision; Removal plan approved. Also does: Decide for each device: redeploy, keep as a spare, return or dispose of.Today: Sofia Reyes | AService manager, IT infrastructure · AccountableFor “Design”, the service manager, it infrastructure signs it off and answers for it.Signs the gate: Every device has a decision; Removal plan approved.Today: Declan Moore | RProject manager · ResponsibleFor “Design”, the project manager does the work.Book the couriers and the disposal company.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | RAV and IT delivery engineer · ResponsibleFor “Design”, the av and it delivery engineer does the work.Plan the order of removal, so calls and the network last as long as they are needed.Today: Anna Byrne, Marcus Lee, Mei Tan and 1 more | RNetwork engineer · ResponsibleFor “Design”, the network engineer does the work.Plan the network shutdown and the removal of the comms room.Today: Marco Bianchi, Farah Idris | |||
| Deploy2 to 6 weeks | IProject manager · InformedFor “Deploy”, the project manager is told once it is done.Kept up to date to run the dates.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | AAV and IT delivery engineer · AccountableFor “Deploy”, the av and it delivery engineer signs it off and answers for it.Signs the gate: Every unit removed and reset; Nothing still reporting; Spaces empty. Also does: Retire each unit in the asset register with the date and the reason; Take the spaces out of booking, device management and monitoring.Today: Anna Byrne, Marcus Lee, Mei Tan and 1 more | RNetwork engineer · ResponsibleFor “Deploy”, the network engineer does the work.Release the addresses and switch ports the spaces held; Take down the comms room last; Check no device still reports in monitoring or device management.Today: Marco Bianchi, Farah Idris | ROn-site technician · ResponsibleFor “Deploy”, the on-site technician does the work.Remove the devices and cabling, and label each unit as redeploy, return or dispose; Send redeployed units to the store or their new site, and returns to their owners; Reset every unit that leaves to its factory settings; Walk each space and check it is empty and clean.Today: Liam Doyle, Tom Ashby, Carlos Mendes and 6 more | ||||
| Hand over1 to 2 weeks | AHead of AV and IT · AccountableFor “Hand over”, the head of av and it signs it off and answers for it.Signs the gate: Records match what is left; Contracts cancelled.Today: Claire Dunne | RProject manager · ResponsibleFor “Hand over”, the project manager does the work.Collect the disposal certificates and the returns receipts; Update the spares count and the refresh plan for the units that move; Cancel the circuit, the licences and the support contracts; Hand the keys and the spaces back.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | ||||||
| Closed | AProgramme manager · AccountableFor “Closed”, the programme manager signs it off and answers for it.Signs the gate: Lessons captured.Today: Tomás Varga | RProject manager · ResponsibleFor “Closed”, the project manager does the work.Feed what was learned back into this playbook.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more |
What projects have taught it
1 change- 20 Oct 2026First version.