Phases
5 phases, 17 steps. Pick one to see its steps.- 01PlanUnder 1 week3
- 02Procure1 to 4 weeks3
- 03Deploy2 to 5 days8Provision3Install2Configure1Commission2
- 04Hand overUnder 1 week2
- 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
Under 1 weekRK +3Project managerConfirm what is arriving, from which order, and where it should end up: a store or a siteAB +3AV and IT delivery engineerCheck the models are in the standard and the configurations existRK +3Project managerBook space in the store and a person to receive the goodsGate: signed off by Project manager- Destination agreed
- Receiver booked
- 02
Procure
1 to 4 weeksRK +3Project managerChase the order and the delivery dateRK +3Project managerAsk the supplier for serials and MACs before deliveryLD +8On-site technicianCheck the goods against the order on arrival: quantity, model and damageGate: signed off by Project manager- Goods received and checked
- Shortfalls raised with the supplier
- 03
Deploy
2 to 5 daysProvision
LD +8On-site technicianRecord every serial and MAC, with a label photoLD +8On-site technicianCreate the asset records and put each unit in stockMB FINetwork engineerReserve addresses and add each unit to device managementInstall
LD +8On-site technicianShelve the units in the store, or pack them for the siteRK +3Project managerSend site units by courier, and confirm the site has themConfigure
AB +3AV and IT delivery engineerBring each unit up on the standard firmware and load its configurationCommission
AB +3AV and IT delivery engineerPower on each unit and check it enrols and reports healthyLD +8On-site technicianReport any unit that fails on arrival, and raise its RMAGate: signed off by AV and IT delivery engineer- Every unit recorded and on the standard firmware
- Faulty units raised as RMAs
- 04
Hand over
Under 1 weekRK +3Project managerTell the people who asked for the kit where it is and how to book it outRK +3Project managerUpdate the spares countGate: signed off by Service manager, AV- Records match the shelves
- 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 | Service manager, AV | Programme manager | Project manager | AV and IT delivery engineer | Network engineer | On-site technician |
|---|---|---|---|---|---|---|
| PlanUnder 1 week | AProject manager · AccountableFor “Plan”, the project manager signs it off and answers for it.Signs the gate: Destination agreed; Receiver booked. Also does: Confirm what is arriving, from which order, and where it should end up: a store or a site; Book space in the store and a person to receive the goods.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.Check the models are in the standard and the configurations exist.Today: Anna Byrne, Marcus Lee, Mei Tan and 1 more | ||||
| Procure1 to 4 weeks | AProject manager · AccountableFor “Procure”, the project manager signs it off and answers for it.Signs the gate: Goods received and checked; Shortfalls raised with the supplier. Also does: Chase the order and the delivery date; Ask the supplier for serials and MACs before delivery.Today: Ruth Kelly, Katya Novak, David Okoro and 1 more | ROn-site technician · ResponsibleFor “Procure”, the on-site technician does the work.Check the goods against the order on arrival: quantity, model and damage.Today: Liam Doyle, Tom Ashby, Carlos Mendes and 6 more | ||||
| Deploy2 to 5 days | RProject manager · ResponsibleFor “Deploy”, the project manager does the work.Send site units by courier, and confirm the site has them.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 recorded and on the standard firmware; Faulty units raised as RMAs. Also does: Bring each unit up on the standard firmware and load its configuration; Power on each unit and check it enrols and reports healthy.Today: Anna Byrne, Marcus Lee, Mei Tan and 1 more | RNetwork engineer · ResponsibleFor “Deploy”, the network engineer does the work.Reserve addresses and add each unit to device management.Today: Marco Bianchi, Farah Idris | ROn-site technician · ResponsibleFor “Deploy”, the on-site technician does the work.Record every serial and MAC, with a label photo; Create the asset records and put each unit in stock; Shelve the units in the store, or pack them for the site; Report any unit that fails on arrival, and raise its RMA.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 shelves.Today: Sofia Reyes | RProject manager · ResponsibleFor “Hand over”, the project manager does the work.Tell the people who asked for the kit where it is and how to book it out; Update the spares count.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.