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Foundation of a Multi-Partner
Delivery Model
The Collaboration Charter
Author: Subodh Jambhekar / Jan 20th, 2011
What is a Collaboration Charter ?

 A Collaboration Charter is a multi-party charter signed by:
- the Client,
- the Suppliers
- pre-existing project/service teams
- possibly, certain sub-contractors

 Signatories agree to act fairly, in an open and trusting manner, in
good faith, be co-operative and avoid disputes by adopting a ‘no
blame’ culture.
- It requires the partnering team members to develop their relationship with a view
to achieving trust, fairness, dedication to the program goals and an
understanding of each other’s expectations and values.

Page  2
Objectives of a Collaboration Charter

 The objectives of a Collaboration Charter are:
- Reduction or elimination of waste
- Improved efficiency

- Cost-effectiveness
- Innovation
- Speed
- Continuous improvement

Page  3
Key Attributes of the Collaboration Charter

 Unifies the program management process
 Integrates design/build/deployment with one plan for the whole team
 Decision-making process is led by a core group of members by
consensus
 Provides for a common communication framework
 Defines a non-adversarial escalating dispute resolution procedure
 Requires the partners to notify the others as soon as they become
aware of any matter which could adversely affect the project
 Establishes the mechanism for risk sharing

 Despite the partnering ethos, the intent is not to dilute the
responsibilities as defined by respective contracts with the
customer
Page  4
Benefits of the Collaboration Charter

 Maximizes specialist knowledge and encourages innovation
 Provides huge flexibility for the project and the team
 Promotes team work and integrates resource supply chains of the
partners
 Enables better participation by individual partners in establishing
choices

 Creates a higher chance of complex projects completing on time and
on budget
 Avoids recursive change control situations

Page  5
Collaboration Prerequisites in Specific Areas

 Some of the collaboration prerequisites in the following areas have
been described in subsequent slides:
- Program Management
- Communication Management
- Common Visibility
- Integrated Change Control

Page  6
Program Management under the
Collaboration Charter

 Program Manager as a partnering advisor
 Program Management Office:
- Constituting of the partner representatives

- Mandated with monitoring and controlling all aspects of the program
 Integrated Planning:
- High-level program plan with milestones defined for individual project
plans
- Dependencies across project plans are agreed in advance
- Elaboration of individual plans by respective partner

Page  7
Communication Management under the
Collaboration Charter

 Implement lean escalation: what can be clarified by one team
member talking to another must not be escalated
 Enable partner teams to interact for engineering clarifications at all
levels
 Project Leads and PMO to manage work performance information;
not to route engineering information for the teams
 Flexibility for co-locating resources in selective areas
- Client resources in offshore locations
- Partner resources in other partner’s locations
 Daily standup meetings between project leads

Page  8
Common Visibility under the Collaboration
Charter

 Common visibility to:
- All deliverable/object tracking
- Resource risks

- Resource deployment and availability
 Joint identification of risks and definition of mitigation plans at all
levels

Page  9
Change Control under the Collaboration
Charter

 Change requests discussed and evaluated by partners before
presenting for change control
 Global unconditional visibility of change requests to all partners

 Flexibility to deliver a change request by multiple partners
 Change Requests to detail scope, schedule, effort, resource
deployment, responsibilities etc; not commercials
- Separate commercial change requests depending on the partners
involved in delivering a change request

Page  10
Do You Have
Any Questions?
Reach Subodh Jambhekar at:
http://www.linkedin.com/in/subodhj/

Page  11

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Foundation of a Multi-Partner Delivery Model

  • 1. Foundation of a Multi-Partner Delivery Model The Collaboration Charter Author: Subodh Jambhekar / Jan 20th, 2011
  • 2. What is a Collaboration Charter ?  A Collaboration Charter is a multi-party charter signed by: - the Client, - the Suppliers - pre-existing project/service teams - possibly, certain sub-contractors  Signatories agree to act fairly, in an open and trusting manner, in good faith, be co-operative and avoid disputes by adopting a ‘no blame’ culture. - It requires the partnering team members to develop their relationship with a view to achieving trust, fairness, dedication to the program goals and an understanding of each other’s expectations and values. Page  2
  • 3. Objectives of a Collaboration Charter  The objectives of a Collaboration Charter are: - Reduction or elimination of waste - Improved efficiency - Cost-effectiveness - Innovation - Speed - Continuous improvement Page  3
  • 4. Key Attributes of the Collaboration Charter  Unifies the program management process  Integrates design/build/deployment with one plan for the whole team  Decision-making process is led by a core group of members by consensus  Provides for a common communication framework  Defines a non-adversarial escalating dispute resolution procedure  Requires the partners to notify the others as soon as they become aware of any matter which could adversely affect the project  Establishes the mechanism for risk sharing  Despite the partnering ethos, the intent is not to dilute the responsibilities as defined by respective contracts with the customer Page  4
  • 5. Benefits of the Collaboration Charter  Maximizes specialist knowledge and encourages innovation  Provides huge flexibility for the project and the team  Promotes team work and integrates resource supply chains of the partners  Enables better participation by individual partners in establishing choices  Creates a higher chance of complex projects completing on time and on budget  Avoids recursive change control situations Page  5
  • 6. Collaboration Prerequisites in Specific Areas  Some of the collaboration prerequisites in the following areas have been described in subsequent slides: - Program Management - Communication Management - Common Visibility - Integrated Change Control Page  6
  • 7. Program Management under the Collaboration Charter  Program Manager as a partnering advisor  Program Management Office: - Constituting of the partner representatives - Mandated with monitoring and controlling all aspects of the program  Integrated Planning: - High-level program plan with milestones defined for individual project plans - Dependencies across project plans are agreed in advance - Elaboration of individual plans by respective partner Page  7
  • 8. Communication Management under the Collaboration Charter  Implement lean escalation: what can be clarified by one team member talking to another must not be escalated  Enable partner teams to interact for engineering clarifications at all levels  Project Leads and PMO to manage work performance information; not to route engineering information for the teams  Flexibility for co-locating resources in selective areas - Client resources in offshore locations - Partner resources in other partner’s locations  Daily standup meetings between project leads Page  8
  • 9. Common Visibility under the Collaboration Charter  Common visibility to: - All deliverable/object tracking - Resource risks - Resource deployment and availability  Joint identification of risks and definition of mitigation plans at all levels Page  9
  • 10. Change Control under the Collaboration Charter  Change requests discussed and evaluated by partners before presenting for change control  Global unconditional visibility of change requests to all partners  Flexibility to deliver a change request by multiple partners  Change Requests to detail scope, schedule, effort, resource deployment, responsibilities etc; not commercials - Separate commercial change requests depending on the partners involved in delivering a change request Page  10
  • 11. Do You Have Any Questions? Reach Subodh Jambhekar at: http://www.linkedin.com/in/subodhj/ Page  11