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Phase 1 - Planning

A. Macro Planning
·  ORIENTATION - Systems Conversion, Ltd. (SCL) orientation to business environment and processes including company organizational chart, needs analysis review and plant tour.
·  MACRO OBJECTIVES - Executive management to define macro project objectives and scope.
·  MISSION STATEMENT - Executive management to publish macro objectives and project mission statement.
·  PROJECT TEAM - Executive management and SCL to select project team composed of executive steering committee (ESC), executive sponsor, project manager and module owners.
·  ROLES & RESPONSIBLTIES - ESC, project manager and SCL to define and document the roles and responsibilities for the project team.
·  TIME COMMITMENT - ESC to approve each team member's time commitment to the project.
·  KICK-OFF MEETING - ESC, project manager and SCL to plan kick-off meeting by establishing purpose, date, location and attendees.
·  EDUCATION SCHEDULE - project manager and SCL to schedule formal education and reinforcement training classes. Sequence the classes in a logical flow matching the business flow. Understand that the education database will be created on a class by class basis.
·  KEY ISSUES - Project manager and SCL to evaluate and determine strategy for key implementation issues: database configurations (single company, multi-company, multi-plant), applications to implement (modules), other unique applications (custom programs, bar coding, EDI, etc.), technical resources (internal and/or external), project conflicts (physical inventories, budgeting/strategic planning, year-end, audits, etc.) and cut-over strategies - big bang (all modules at once) versus phased.

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