Phases
6 phases, 18 steps. Pick one to see its steps.- 01PlanUnder 1 week3
- 02DesignUnder 1 week3
- 03Procure1 to 3 weeks2
- 04Deploy1 to 2 weeksPRJ-20 here7Provision2Install2Configure1Commission2
- 05Hand overUnder 1 week2
- 06ClosedWrap-up1
Long lead: needs starting early
Projects using it
1 projectSteps and gates
Each phase ends at a gate a named role signs off before the next starts.- 01
Plan
Under 1 weekRK +3Project managerCollect each person's start date and countryRK +3Project managerCheck the store for kits, and work out the shortfallTVProgramme managerBudget line and purchase requestGate: signed off by Programme manager- People
- dates and budget agreed
- 02
Design
Under 1 weekAB +3AV and IT delivery engineerPick the home office option for each person, from the remote-home space typeAB +3AV and IT delivery engineerCheck the plug type and power for each countryRK +3Project managerDecide who sets up on site and who is talked through it on a callGate: signed off by Service manager, AV- Every option is to the standard
- 03
Procure
1 to 3 weeksRK +3Project managerTake kits from the store and order the shortfallLD +8On-site technicianRecord serials on arrivalGate: signed off by Project manager- Every kit received
Provision
AB +3AV and IT delivery engineerCreate the asset records and the home offices, and enrol each gateway in device management, before the kit shipsMB FINetwork engineerAdd each gateway to monitoringInstall
RK +3Project managerShip each kit by courier with the return label, or hand it to the technicianLD +8On-site technicianSet up at the person's home, or talk them through it on a callConfigure
AB +3AV and IT delivery engineerConfigure each gateway from device management once it is onlineCommission
AB +3AV and IT delivery engineerCommission each home office with a test callAB +3AV and IT delivery engineerSnag list, and a follow-up call for anyone who needs oneGate: signed off by AV and IT delivery engineer- Every home office installed
- Every test call passes
- 05
Hand over
Under 1 weekRK +3Project managerHandover note to the service desk: who has which kit, in which home officePNService desk analystTell each person how to report a fault and how to return the kitGate: signed off by Service manager, AV- Records match the home offices
- 06
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 | Service manager, AV | Programme manager | Project manager | AV and IT delivery engineer | Network engineer | On-site technician | Service desk analyst |
|---|---|---|---|---|---|---|---|
| PlanUnder 1 week | AProgramme manager · AccountableFor “Plan”, the programme manager signs it off and answers for it.Signs the gate: People; dates and budget agreed. Also does: Budget line and purchase request.Today: Tomás Varga | RProject manager · ResponsibleFor “Plan”, the project manager does the work.Collect each person's start date and country; Check the store for kits, and work out the shortfall.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | |||||
| DesignUnder 1 week | AService manager, AV · AccountableFor “Design”, the service manager, av signs it off and answers for it.Signs the gate: Every option is to the standard.Today: Sofia Reyes | RProject manager · ResponsibleFor “Design”, the project manager does the work.Decide who sets up on site and who is talked through it on a call.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.Pick the home office option for each person, from the remote-home space type; Check the plug type and power for each country.Today: Anna Byrne, Marcus Lee, Mei Tan and 1 more | ||||
| Procure1 to 3 weeks | AProject manager · AccountableFor “Procure”, the project manager signs it off and answers for it.Signs the gate: Every kit received. Also does: Take kits from the store and order the shortfall.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | ROn-site technician · ResponsibleFor “Procure”, the on-site technician does the work.Record serials on arrival.Today: Liam Doyle, Tom Ashby, Carlos Mendes and 6 more | |||||
| Deploy1 to 2 weeks | RProject manager · ResponsibleFor “Deploy”, the project manager does the work.Ship each kit by courier with the return label, or hand it to the technician.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 home office installed; Every test call passes. Also does: Create the asset records and the home offices, and enrol each gateway in device management, before the kit ships; Configure each gateway from device management once it is online; Commission each home office with a test call; Snag list, and a follow-up call for anyone who needs one.Today: Anna Byrne, Marcus Lee, Mei Tan and 1 more | RNetwork engineer · ResponsibleFor “Deploy”, the network engineer does the work.Add each gateway to monitoring.Today: Marco Bianchi, Farah Idris | ROn-site technician · ResponsibleFor “Deploy”, the on-site technician does the work.Set up at the person's home, or talk them through it on a call.Today: Liam Doyle, Tom Ashby, Carlos Mendes and 6 more | |||
| Hand overUnder 1 week | AService manager, AV · AccountableFor “Hand over”, the service manager, av signs it off and answers for it.Signs the gate: Records match the home offices.Today: Sofia Reyes | RProject manager · ResponsibleFor “Hand over”, the project manager does the work.Handover note to the service desk: who has which kit, in which home office.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | RService desk analyst · ResponsibleFor “Hand over”, the service desk analyst does the work.Tell each person how to report a fault and how to return the kit.Today: Priya Nair | ||||
| 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.