• V2ReviewRB

V2 Review by Robert Bartlett

V2Master | V2Review

• Contents

  1. V2 Review by Robert Bartlett
  2. Goals
  3. Deliverables
  4. Plan
  5. Future Directions

Goals

1. Assist RB's work on the proposal preparation for the EWHIP4 (East-West Highway Infrastructure Project) project
2. SoftXS is prepared to sponsor Work Organiser systems for RB in order to:
   1. Develop Works Organiser configurations for project proposals for roadways (and other project type) projects
   2. Develop Works Organiser configurations for project systems for roadways (and other project type) projects
   3. Assist RB's development of a person reference library of technical and engineering documentation
3. Solicit feedback from RB for:
   1. Suggested improvements and features V2
   2. Suggestions for appropriate documentation for V2

Deliverables

1. Works Organiser system for WHIP4 proposal
   1. Configured for EWHIP4 proposal
      1. With appropriate classification fields and classification lists
   2. Populated with all the proposal documents, including
      1. All documents delivered to client
      2. Internal documents
      3. Older revisions of documents, to demonstrate capturing document preparation process
2. Works Organiser system configured for roadways project proposals
3. Works Organiser system configured for general project proposals
4. Works Organiser system configured for RB's personal reference document library

Plan

To be reviewed and re-prioritized

1. Configuration information from [RB 2014.01.30]

   1. List of roadways related engineering disciplines
   2. Folder structure - WBS
      1. WBS for proposal preparation
      2. WBS for project work
   3. List of sub-consultant and other organizations involved in the proposal preparation and the future project
      1. Review revision types
2. Update prototype system with updated classification lists
3. General review of classification system and classification lists
4. Create a list of users
   1. Defined as external uses (until they are
   2. Need: first name, last name, phone number(s), email address, company name
   3. Get names of people involved who are producing documents, reviewing documents, receiving documents
5. Define task types
6. List of EWHIP4 documents (as excel list of titles)
7. Assign classification information to the documents
8. Load the document titles into the system
9. Load the document files into the system
   1. Revision (final) files
   2. Working files
10. Construction a revision history, including emails, notes, etc. to demonstrate how complete revision preparation history and process can be captured in the system.

Future Directions

1. Develop checklists and document lists for preparing project proposals
2. Develop document templates for project proposals
3. Approach the WOrld Bank to promote a system that would assist projects that fund to use appropriate proposal preparation and project management methods
   1. System configured for proposal preparation with checklists
   2. Migration path to project management within the same system