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    Takkinen Heidi 2 PDF

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    rhp1989
    This document provides a checklist for the key steps and considerations in executing an automation project from start to finish. It outlines the project lifecycle including project kickoff, execution, and termination. Key steps are organizing the project team, developing plans and schedules, procuring supplies, site installation, testing and handover. Meeting agendas, documentation requirements and checklists guide executing each phase for a successful project outcome.

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    Takkinen Heidi 2 PDF

    Uploaded by

    rhp1989
    148 views5 pages
    This document provides a checklist for the key steps and considerations in executing an automation project from start to finish. It outlines the project lifecycle including project kickoff, execution, and termination. Key steps are organizing the project team, developing plans and schedules, procuring supplies, site installation, testing and handover. Meeting agendas, documentation requirements and checklists guide executing each phase for a successful project outcome.

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    Takkinen_Heidi_2.pdf

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    This document provides a checklist for the key steps and considerations in executing an automation project from start to finish. It outlines the project lifecycle including project kickoff, execution, and termination. Key steps are organizing the project team, developing plans and schedules, procuring supplies, site installation, testing and handover. Meeting agendas, documentation requirements and checklists guide executing each phase for a successful project outcome.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    148 views5 pages

    Takkinen Heidi 2 PDF

    Uploaded by

    rhp1989
    This document provides a checklist for the key steps and considerations in executing an automation project from start to finish. It outlines the project lifecycle including project kickoff, execution, and termination. Key steps are organizing the project team, developing plans and schedules, procuring supplies, site installation, testing and handover. Meeting agendas, documentation requirements and checklists guide executing each phase for a successful project outcome.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 5

    CHECKLIST FOR AUTOMATION PROJECT EXECUTION APPENDIX 1/1

    FLOWCHART OF PROJECT EXECUTION

    Project kick-off Project Project


    execution termination

    Project plan Selection of supplier Documentation up-


    and subcontractor to-date and
    handover

    Schedule Procurement and Project team


    deliveries closing meeting

    Project agreement Subcontractor Subcontractor


    meeting closing meeting

    Common kick-off Project group Customer closing


    meeting meeting meeting

    Data management Project closing

    Site work
    CHECKLIST FOR AUTOMATION PROJECT EXECUTION APPENDIX 1/2

    PROJECT KICK-OFF:
    Project plan contents
    1 General description of project
    1.1 Feasibility study
    Project plan 1.2 Scope and responsibilities
    1.3 Design principles
    1.4 Permissions
    2 Project organisation
    2.1 Project group
    2.2 Subcontractors
    3 Execution plan
    3.1 Design schedule
    3.2 Procurement schedule
    3.3 Installation schedule
    3.4 Resource plan
    3.5 Risks
    3.6 Environmental impacts
    3.7 Safety at work
    4 Project budget
    4.1 Cost estimation and budget
    4.2 Schedule of payments
    4.3 Reporting
    5 Documentation and data
    management
    6 Project meetings and reviews
    7 Instructions
    7.1 Change procedure
    7.2 Approvals
    7.3 Inspection and acceptance

    1 Main schedule
    2 Design
    3 Procurement
    Schedule 3.1 Critical material and part-deliveries
    4 Subcontractor's work and deliveries
    5 Installations
    6 Tests
    7 Commissioning
    8 Training

    Project agreement contents


    Project 1 Project scope
    2 Responsibilities
    agreement 3 Rights
    4 Risks
    5 Bonuses and sanctions
    6 Schedules
    7 Payment arrangements
    8 Signatures
    CHECKLIST FOR AUTOMATION PROJECT EXECUTION APPENDIX 1/3

    Kick-off meeting agenda


    1 Project group participants
    Common introduction
    2 NDA (non-disclosure agreement)
    kick-off 3 Project scope and organising
    4 Instructions, standards and methods
    meeting 5 Schedule, resource plan and budget
    6 Communication and meetings
    7 Documentation and reporting
    principles

    PROJECT EXECUTION:
    Comparable issues when selecting
    Selection of supplier or subcontractor
    1 Price-benefit ratio
    supplier and 2 Quality
    3 Knowhow and resources
    subcontractor 4 Technical solutions
    5 Delivery time
    6 References
    7 Confidentiality (working for
    competitor)
    8 Reliability
    9 Support and guarantee

    Procurement and delivery control


    Procurement 1 Request for quotation
    and delivery 2 Procurement agreement
    3 Monthly reports made by supplier
    control 4 Audit at suppliers premises
    5 Monthly meetings with supplier

    Issues to be handled
    1 Agreed tasks
    Subcontractor 2 Schedule
    3 Project progress and milestones
    meeting 4 Responsibilities
    5 Important achievements
    6 Resource situation
    7 Problems and solutions
    8 Updating task list (who, what, when)
    9 Agreed changes
    10 Next meetings (agreed beforehand)
    CHECKLIST FOR AUTOMATION PROJECT EXECUTION APPENDIX 1/4

    Issues to be handled
    Project group 1 Project progress
    2 Announcements
    meeting 3 Problems and why they exist
    4 Decisions, how to fix problems and
    by whom
    5 Next week happenings
    6 Next meeting date

    Documents to be archived
    Data 1 Agreements
    2 Cost follow-up
    management 3 Technology (specifications,
    drawings, layouts etc.)
    4 Memos and minutes
    5 Emails
    6 General documents

    1 Materials
    1.1 Materials arrival and acceptance
    2 Management
    Sitework 2.1 Organisation and supervision at
    site
    2.2 Responsibilities
    2.3 Meetings and reviews
    3 Working conditions
    4 Technology
    4.1 Driving force (water, electricity, air)
    4.2 Test-runs and commissioning
    4.3 Training
    CHECKLIST FOR AUTOMATION PROJECT EXECUTION APPENDIX 1/5

    PROJECT TERMINATION:

    1 As-built documentation
    Documentation 2 Documents required by authorities
    up-to date and 3 Final report
    4 Document package handover
    handover

    1 Final report handling


    2 Project result review
    Project team 3 Project plan execution review
    4 Customer satisfaction
    closing 5 Personnel satisfaction
    6 Experiences and lessons learned
    meeting 7 Conclusions for new projects

    Subcontractor 1 Task completion review


    closing 2 Subcontractor site work handover

    meeting

    1 Project results and acceptance


    Customer 2 Documentation handover
    3 Work to be done after finishing
    closing project
    4 Responsibility transfer
    meeting

    1 Final calculations
    Project 2 Social evening for project group
    3 After-sales
    closing 4 Questionnaire to customer for
    project success

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