Model Guideline #1 - Part C

Show me - the Typical Production Phases and their Milestones

See following slides for typical milestones within each phase

Phase 3: Implementation Milestones - 1

Stage 1 - Detailed Design (& Procurement if applicable)

Input: Approved Project Charter (Brief) from Phase 2

• Note: Not all of the following Milestones are necessarily applicable to all projects

1. Implementation Phase Manager appointed (or reconfirmed)
2. Project team identified
3. Detailed Implementation & Startup Plans developed

Phase 3: Implementation Milestones - 2

4. Detailed Design-to-Budget commenced
5. Regulatory, environmental & safety applications submitted
6. Stakeholder review/concurrence staging agreed
7. Detailed design & specifications completed
8. Procurement/tender documentation completed (as applicable)

Phase 3: Implementation Milestones - 3

9. Regulatory & environmental approvals obtained
10. Project estimate refined to a "Pre-execution Class Estimate", and budget updated
11. Project Sponsor and Stakeholder Approval-to-Proceed & funding requested
12. Project Sponsor and Stakeholder Approval-to-Proceed & funding received

Stage 1 Output: Execute/Build Documentation & Funding Approval

Phase 3: Implementation Milestones - 4

Stage 2 - Procurement & Execute/Build

Input: Execute/Build Documentation & Funding Approval

13. Tenders & quotations called (as necessary)

14. Contracts awarded, orders placed (as appropriate) & execute/build commenced
15. Implementation schedule & milestones agreed with all stakeholders directly involved
16. Scope, quality, time and cost monitoring and control in place

Phase 3: Implementation Milestones - 5

17. Successive Progress Reports & Stakeholder contacts completed
18. Facility/system/product/service substantially complete
19. Thorough facility/system/product/service testing completed

• Sometimes called "Dry runs", market or beta testing, etc.

20. Deficiencies or short-comings identified and resolved
21. Operator/stakeholder acceptance sign-offs obtained

Phase 3 Output: Substantially Complete working facility/system/product/service

Phase 4: Transfer - 1

Input: Substantially Complete working Facility/System/Product/Service

1. Detailed Startup/Transfer/Rollout Plan completed

2. Commissioning/Transfer/Rollout commenced
3. Maintenance/User/Marketing documentation completed
4. Staffing/Operator/User Training programs completed
5. All "Wet runs", final testing and deficiencies, or "Known bugs" completed
6. Availability for service/use/sale publicity made public

Phase 4: Transfer - 2

7. Post-project review/audit conducted and documented
8. All outstanding contract and other documentation completed
9. Remaining project team members re-assigned
10. Facility/system/product/service fully transferred to the "care, custody and control" of the owners/operators/ users
11. Project closed

Phase 4 Output: Operational Facility/System/ Product/Service and completed project