1. 1 Program Management Practice Program Management Portal: Contract Management and the Client © 2011, 2013 IBM Corporation

2. 2 Learning Objectives Understand the Clients role in PgMP for Contract Management: 1) Contract Management Overview A.Contract Change Management B.Contract Deliverables Management C.Program Issues Management D.Program Risk Management 2) Contract Management Roles 3) Contract Management Workflows 4) Next Steps

3. 3 PgMP Client Education Suite * * Recommended Education Module

4. 4 Contract Management in PgMP

5. 5 Roles in Contract Management To download a copy of this full chart click the MS Excel icon.

6. 6 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.

7. 7 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

8. 8 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 Approval Client Contract Change Manager IBM Contract Change Manager

9. 9 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.

10. 10 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

11. 11 Workflow for a Contract Deliverable Part 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 Manager Client Deliverables Manager

12. 12 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

13. 13 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.

14. 14 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

15. 15 Workflow for a Client Program Issue Create issue Qualify issue IBM Issues Manager Resolve issue Complete IBM Issues Manager Any Client User of PgMP Any User of PgMP

16. 16 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.

17. 17 Workflow for a Client Program Risk Any Client User of PgMP Any IBM User of PgMP Create risk Qualify risk Manage risk Complete Close risk IBM Risk Manager

18. 18 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 GuideClient User Guide