Delivery Management Framework feedback: Heads of Membership by Indre Petrauskaite https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8 What do you require from each of the above stages, including: Roles and Responsibilities, Information and Communication, Other aspects – is anything missing? en-us 2021-08-10 14:42:02 UTC 2025-11-21 02:45:11 UTC hello@padlet.com clarity of handover criteria and tick list of things that must be covered and provided for this stage https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684298396 2021-08-18 15:22:41 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684298396 https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684300725 Updates on key stages of project/programme delivery - in the form of a tracker which HoMs can access and filter by their institutions

Issues/challenges

Emerging opportunities]]> 2021-08-18 15:23:52 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684300725 consistency of how we communicate from HoM to delivery team via D365 or Email https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684300823 2021-08-18 15:23:55 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684300823 ownership of communication with the client member etc https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684301398
Immediate post contract run up to start of delivery - has been a significant issue - consistent and timely comms to ensure they are comfortable and prepared for what is coming - dates/times/connection with associate/staff member etc ]]> 2021-08-18 15:24:15 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684301398 understanding who would deliver the work and process of selecting an associate - meetings with associates to brief - ensuring variety of associates used on programmes https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684303343 2021-08-18 15:25:17 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684303343 https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684303897 Something more than satisfaction - engagement, impact?

A focus on 'where next?' to identify progression of opportunity beyond project/programme


]]> 2021-08-18 15:25:35 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684303897 HoMs receive evaluation/feedback automatically, catriona_bell https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684304055 so can link with a follow-up conversation with institution to ensure they are satisfied with work, + can also have follow up conversations re possible future work or repeat iterations]]> 2021-08-18 15:25:40 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684304055 https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684306084 A handover back to the HoM from the project lead so they can pick up next steps with client]]> 2021-08-18 15:26:50 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684306084 One central location, easy to access catriona_bell https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684306791 One consistent central place for accessing trackers etc, that doesn;t require VPN to access (once HoM's back to F2F meetings will be accessing from trains etc regularly. Currently info in CRM, GAteway (project codes) Sharepoint etc etc]]> 2021-08-18 15:27:14 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684306791 Closing loops https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684307252 HoMs need to have access to, be aware of, copied into, reports, outputs, evaluation, feedback and other material results of a piece of work. We need to be aware that somethjing is finishing so we can be connected back into the client for approriate convos]]> 2021-08-18 15:27:29 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684307252 clarity on selecting associates at fellowship https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684310235 2021-08-18 15:28:51 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684310235 version control of proposals and Price calculator consistency and use of D365 document upload https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684312332 2021-08-18 15:30:01 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684312332 https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684314658 Reporting needs to be consistent across key measures, so HoMs receive the same information about all projects/programmes, that aren't unique or dependent on the project lead]]> 2021-08-18 15:31:16 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684314658 Development of proposal to align with project initiation document and be consistent structure of proposals https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684315585 2021-08-18 15:31:45 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684315585 Costing/allocating QA https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684315898 A clear approach to allocating QA resource to projects - so clear cost or pro-bono decision-making and understanding of who are our QA pool for different types of work. Do we allow long-standing associates to do QAs for themselves or others? 

]]> 2021-08-18 15:31:55 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684315898 notifications to HoMs when stages within the tracker are completed indrepetrauskaite https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684317019 2021-08-18 15:32:28 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684317019 Lines of accountability and clarity on role from project 'won' to project initiation who's responsible. https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684317839 2021-08-18 15:32:54 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684317839 Project management https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684320944 The planning of delivery needs to be supported by a designated DM partner/case manager - so that each project has a name in DM team that is the 'owner' and tracks it, can be the contact - this will greatly assist in closing gaps and ensuring a consistent client/user experience]]> 2021-08-18 15:34:29 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684320944 Tracking - by whom? https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684321356 Ensure that staff responsible for the tracker directly liaise with delivery leads where these are associates to ensure the tracker is up to date (this is inconsistent at present)]]> 2021-08-18 15:34:43 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684321356 indrepetrauskaite https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684321644 raise sales invoice reqs in time ]]> 2021-08-18 15:34:52 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684321644 All Stages https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684324236 Responsibility and accountability: it should be clear who is responsible for managing various aspects, at all stages so it is clear who will address the particular aspect of delivery and so that this is consistent across projects/programmes

]]> 2021-08-18 15:36:16 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684324236 Collection of outputs https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684325395 Make sure all project outputs are submitted to us as well as client and stored for future reference clearly]]> 2021-08-18 15:36:55 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684325395 Associate or KID? https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684326203 Currently we see different approaches being adopted for each of planning/delivery/post delivery stages depending upon individual KID or associate preferences/ways of working - how will we be ensuring and supporting consistency here?]]> 2021-08-18 15:37:17 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684326203 Clarity over stage at which PO/Invoice etc is at re relationship management catriona_bell https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684327570 If HoMs need to get involved in relation to relationship management with either institution or an associate then need to know who to follow up with (e.g. consultancy/ international/ finance)]]> 2021-08-18 15:37:58 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684327570 roles are blurred at this stage and dependent on how fleshed out the project - where it is a close contact HoM plays a larger role - strategic relationship. Manage tension of who does what while HoM involved if strategic relationship - process issue of Project Mgt Team https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684328940 2021-08-18 15:38:38 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684328940 Initiation of closedown https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684329501 to be led by delivery mgt team? Meetings set up as necessary etc? Not left to delivery lead. ]]> 2021-08-18 15:38:53 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684329501 All stages - values and principles https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684331907 I would encourage us to ensure we have a really strong focus on developing and sharing 'golden threads' throughout DM in terms of key principles and values, that show how the way our DM works embodies really strong and well developed client/customer service skills/characteristics]]> 2021-08-18 15:40:04 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684331907 clarify roles when HoMs transition out and handover client relationship - whilst keeping HoM in the loop on strategically important clients and attend key meetings and point of escalation to loop in HoM https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684335250 2021-08-18 15:41:45 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684335250 HoM acting as Relationship / account mgt role and be clear on roles at beginning planning stage https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684339226 2021-08-18 15:43:30 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684339226 Contingency Planning https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684342720 How we handle changes in personnel - in terms of delivery team or at client end.]]> 2021-08-18 15:45:12 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684342720 access to a tracker to see status of delivery and when associate POs sent and invoices sent to the client-way for HoMs to see this info https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684346483 2021-08-18 15:47:20 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684346483 Ideally be good to have one click amazon invoicing https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684360768 2021-08-18 15:54:38 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1684360768 A project initiation document or checklist completed an handed over from HoM to delivery team to ensure all the information on a project is provided to the delivery team and smooth intro transition of the client relationship to the delivery team with HoM just kept in the loop at key stages once project delivery has started https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1686077563 2021-08-19 14:08:06 UTC https://padlet.com/indrepetrauskaite/b39ybcunkbpinkd8/wish/1686077563