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Contract management in project management and service management - the CATS RVM methodology

E-book Epub met watermerkbeveiliging Engels 2024 9789401810500
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Samenvatting

This book describes the CATS RVM methodology that proposes realization and verification management as a way to establish the relationship between contract management and project and service management. The CATS RVM methodology can be applied within public and private organizations, by and for clients and suppliers.

Realization and verification management is the realization of the objectives intended with the contract. It does this by proactively realizing and verifying the performance stipulated in the contract during the execution phase of a contract, managing all risks associated with the performance, setting up all delivery processes, coordinating applicable delivery management processes between client and supplier, and preparing for these activities prior to the execution phase.

CATS RVM offers a methodical approach to managing contracts in project and service management. It describes the basic principles, the roles, the points of attention for the realization and verification manager in the domains of delivery management and contract management, and the recommended way of working. In addition to a description of the methodology, this book also provides a description of the most common delivery management processes in both service and project management.

The CATS RVM methodology is aligned with the best practice contract management methodology CATS CM as described in the book CATS CM® version 4: From working on contracts to contracts that work. However, it can be read completely independently. Where relevant, parts of CATS CM are also described in this book.

This book is suitable for anyone involved with purchase and/or sales contracts in the provision of services, products or projects. This includes project managers, service managers, facility managers, those responsible for a technical service, and those responsible for the provision of HR services. This book also contains much useful information for those who work in adjacent domains such as contract management, procurement, sales, risk management, or compliance, and anyone who is responsible for contracts in a more tactical or strategic role.

Specificaties

ISBN13:9789401810500
Taal:Engels
Bindwijze:e-book
Beveiliging:watermerk
Bestandsformaat:epub
Aantal pagina's:320
Druk:1
Verschijningsdatum:10-1-2024
Hoofdrubriek:Projectmanagement
ISSN:

Lezersrecensies

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Over Linda Tonkes

Linda Tonkes (1977) studeerde af als Registeraccountant aan NIVRA-Nyenrode en werkte vanaf 1996 tot en met 2011 bij Deloitte, waar ze als senior manager vertrok. In 2012 startte ze haar eigen accountantskantoor en is vanaf 2013 betrokken bij CM Partners als trainer en adviseur. In 2019 is zij toegetreden als partner tot CM Partners en in die hoedanigheid als medeontwikkelaar van de methode en als coauteur betrokken bij de totstandkoming van het boek 'CATS CM versie 4: Van werken aan contracten naar contracten die werken'.

Andere boeken door Linda Tonkes

Over Richard Steketee

Richard is een ervaren consultant op het gebied van ontwerpen en implementeren van praktisch uitvoerbare service- en contractmanagementprocessen. Vanuit zijn bedrijfseconomische achtergrond heeft hij een breed overzicht en zorgt hij voor de best passende oplossing met het optimale resultaat. Als medeontwikkelaar van de methode CATS CM® is hij ook als trainer actief.

Andere boeken door Richard Steketee

Inhoudsopgave

PREFACE XIII
INTRODUCTION XV

Part I A Vision on the proactive management of contract deliveries; realization and verification management 1
1 DELIVERIES IN RELATION TO CATS CM AND CATS RVM 5
1.1 The CATS CM and CATS RVM context 6
1.2 Service management and contracts 8
1.3 Project management and contracts 11
1.4 Service management, project management and realization and verification management 11

2 DEFINITIONS 13
2.1 Contract management and realization and verification management 13
2.2 Contract manager and realization and verification manager 16
2.3 Service management and project management 16

3 CONTRACT MANAGEMENT AND REALIZATION AND VERIFICATION MANAGEMENT AS PART OF ORGANIZATIONAL CONTROL 21
3.1 The contract as a means to a goal 21
3.2 Success factors contract management and realization and verification management 23
3.3 The CATS control model 24
3.4 Interaction with other policy areas 27

4 THE CONTRACT LIFE CYCLE, THE SERVICE LIFE CYCLE, AND THE PROJECT LIFESPAN 29
4.1 The CATS contract life cycle and contract management and realization and verification management 30
4.2 The CATS service life cycle and the CATS project lifespan 37
4.3 Interaction between the CATS contract life cycle and the CATS service life cycle 41

Part II Introduction to the CATS RVM methodology 47
5 PILLAR 1: WORK TO BE DONE AND ALL OTHER CONTRACT MATTER 49
5.1 Work To Be Done (WTBD) 50
5.2 All Other Contract Matter (AOCM) 51
5.3 Why distinguish between WTBD and AOCM? 52

6 PILLAR 2: THE ROLES THAT EMERGE DUE TO THE CONTRACT 53
6.1 Thinking in roles and functions 53
6.2 The roles around a contract from the perspective of realization and verification management 54
6.3 Roles and functions in practice 62

7 PILLAR 3: THE CONTRACT MANAGEMENT ESSENTIALS AND THE
REALIZATION AND VERIFICATION MANAGEMENT ESSENTIALS 65
7.1 The CM Essentials from the perspective of realization and verification management 66
7.2 The RVM Essentials 70

8 PILLAR 4: THE CONTRACT MANAGEMENT PROCESS, THE REALIZATION AND
VERIFICATION MANAGEMENT PROCESS, AND THE SCENARIOS 73
8.1 Initiate step 75
8.2 Plan-do-check-act/adjust cycle 77
8.3 Conclude step 78
8.4 Using scenarios 80
8.5 Determining contract management scenarios 81
8.6 Determining realization and verification management scenarios 85
8.7 Relationship between the cm essentials and the contract management process and the RVM essentials and the realization and verification management process 87

Part III Applying the CATS RVM methodology 89
Introduction 89

9 THE INITIATE STEP 93
9.1 Initial determination of realization and verification management activities to be conducted 95
9.2 Final determination of realization and verification management activities 100
9.3 Implementation of realization and verification management 104

10 CM ESSENTIAL 1: CONTRACT OBJECTIVES 107
10.1 Managing contract objectives and the relationship with deliveries 107
10.2 Process activities for managing contract objectives 108
10.3 Interacting with other roles 110

11 CM ESSENTIAL 2: STAKEHOLDERS 111
11.1 Who are the stakeholders? 111
11.2 Process activities for managing stakeholders 113
11.3 Interacting with other roles 116

12 CM ESSENTIAL 3: CONTRACT RELATIONSHIPS 117
12.1 What contract relationships are there? 117
12.2 Process activities for managing contract relationships 118
12.3 Interaction with other roles 120

13 CM ESSENTIAL 4: RISKS 121
13.1 Risks to be managed 121
13.2 Risk management in general 122
13.3 Process activities for managing risks 125
13.4 Interaction with other roles 127

14 CM ESSENTIAL 5: OBLIGATIONS 129
14.1 Dealing with contractal obligations 129
14.2 The obligations assessment: a tool for obligations management 130
14.3 Process activities for managing obligations 134
14.4 Interaction with other roles 136

15 CM ESSENTIAL 6: FINANCES 137
15.1 Aspects of financial management of a contract 137
15.2 Process activities for managing finances 138
15.3 Interaction with other roles 140

16 CM ESSENTIAL 7: CONTRACT GOVERNANCE 141
16.1 The elements of contract governance 141
16.2 Contract governance within CATS RVM 148
16.3 Interaction with other roles 149

17 CM ESSENTIAL 8: SATISFACTION 151
17.1 What determines satisfaction? 151
17.2 Expectation management within CATS CM 152
17.3 Interaction with other roles 154

18 CM ESSENTIAL 9: CONTRACT CALENDAR 155
18.1 The content of the contract calendar 155
18.2 Process activities for maintaining the contract calendar 156
18.3 Interaction with other roles 157

19 CM ESSENTIAL 10: CONTRACT FILE 159
19.1 The contract file 160
19.2 Process activities for maintaining the contract file 161
19.3 Interaction with other roles 163

20 DELIVERY CHAINS 165
20.1 Delivery dependencies 166
20.2 Outsourcing creates more complex delivery chains 167
20.3 Different types of contract dependencies 168

21 RVM ESSENTIAL 1: DELIVERIES 173
21.1 Transition cycle 173
21.2 Process activities for managing the deliveries 174
21.3 Interaction with other roles 176

22 RVM ESSENTIAL 2: OPERATIONAL DELIVERY MANAGEMENT 179
22.1 Introduction to operational delivery management 179
22.2 Process activities for controlling operational delivery management 180
22.3 Interaction with other roles 182

23 RVM ESSENTIAL 3: TACTICAL DELIVERY MANAGEMENT 183
23.1 Introduction to tactical delivery management 183
23.2 Process activities for controlling tactical delivery management 184
23.3 Interaction with other roles 185

24 THE CONCLUDE STEP 187
24.1 Phasing out of realization and verification management 188
24.2 Evaluations and personal conclusion 190
24.3 Transfer of remaining rights and obligations 190

Part IV Elements of delivery management 191
25 BASIC ELEMENTS OF DELIVERY MANAGEMENT 193
25.1 Designing deliveries – the Product and Services Catalog (PSC) 195
25.2 Setting up delivery management processes 197
25.3 Making agreements about the services with internal or external clients 198
25.4 Securing deliveries in accordance with the agreements 200
25.5 Controlling the delivery management processes 201

26 ROLES AND RESPONSIBILITIES IN DELIVERIES AND DELIVERY MANAGEMENT 203
26.1 Role descriptions 203
26.2 Interactions 208

27 OPERATIONAL DELIVERY MANAGEMENT: DISRUPTIONS 211
27.1 Roles 211
27.2 Process steps 213
27.3 Critical success factors 220
27.4 Role of the realization and verification manager 222
27.5 Points of attention 223

28 OPERATIONAL DELIVERY MANAGEMENT: CHANGES 225
28.1 Roles 226
28.2 Process steps 228
28.3 Critical success factors 232
28.4 Role of the realization and verification manager 233
28.5 Points of attention 234

29 OPERATIONAL DELIVERY MANAGEMENT: ASSETS 235
29.1 Roles 236
29.2 Process steps 237
29.3 Critical success factors 240
29.4 Role of the realization and verification manager 241
29.5 Points of attention 242

30 OPERATIONAL DELIVERY MANAGEMENT: ORDERS/REQUESTS 243
30.1 Roles 243
30.2 Process steps 245
30.3 Critical success factors 247
30.4 Role of the realization and verification manager 248
30.5 Points of attention 249

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        Contract management in project management and service management - the CATS RVM methodology