# Presentation: 944389

## QDT - Planning

- QDT - **Planning**

- Quality Development Team
- Planning

## QDT Planning – Logistics

- QDT Planning – **Logistics**

- Schedule Today 8:30am-12:30pm
- Breaks
- 15min Mid Morning (approx. 10am)
- End 12:30pm

## QDT Planning - Agenda

- QDT Planning - **Agenda**

- Review OQBP web, Ground Rules, Key Decision Process
- Status - QAP Rev 000 A12-1, Graded Approach
- Review Open Action Items
- Review Milestone Deliverables & Schedule
- Create Sub-teams for Specific Tasks
-     (QAP, Graded Approach, QA Approach Document, Communications, To Be Documents; S/CI, Corrective Action, Preventive Action, Process Improvement, Document Control, etc)
- Plan for Ongoing Meetings – Frequency, Activities
- QDT & Sub-teams

## QDT Planning – Review Document Repository

- QDT Planning – **Review Document Repository**

- Inventory of Draft Documents    http://www.fnal.gov/directorate/OQBP/index.html
- Path - fnal.gov ->Fermilab at Work -> Divisions & Sections -> Directorate ->
-                                                                                                Organization -> OQBP
- Minutes
- Presentations
- Draft Documents
- QA Plan
- QA Approach
- Precursor to QDT Project Plan
- Graded Approach Procedure, Tables, Forms
- Control of Documents & Records
- New Schema Being Developed
- OQBP Document Master List
- IMS Corrective & Preventive Action Procedure, Form
- DOE Documents & Other Reference Materials
- Document Archive

## QDT Planning – Review Ground Rules

- QDT Planning – **Review Ground Rules**

- Be Prompt – Don’t Penalize The Team
- Active Listening – Avoid Distractions
- Cell Phones, Pagers, – Be Courteous
- Laptops, PDA’s
- Sidebars
- Let Speaker Finish
- Everyone Participates
- Parking Lot Idea’s

- Positive Input – Move Our Project Forward
- Constructive Discussion
- Avoid Verbal Attacks on Others
- Avoid Attacking The Work of Others
- ID Issues, & Be Part of The Solution
- Decision Making
- Consensus
- Majority
- Yea, Nay
- Non-persuasive
- Compromise

**Notes:**
Avoid  ad hominem argument,  - replying to an argument or factual claim by attacking or appealing to a characteristic or belief of the person making the argument or claim, rather than by addressing the substance of the argument or producing evidence against the claim. The process of proving or disproving the claims is thereby subverted, and the argumentum ad hominem works to change the subject.

Check Ego’s At the Door, be willing to compromise individual preferences for the sake of the team

## QDT Planning – Review Key Decision Process

- QDT Planning – **Review Key Decision Process**

- Each Individual Polled for Vote.
- Differences: Explain Reason, Discussion, & Vote Again.
- Concensus
- No resolution:  OQBP
- Assurance Council

**Notes:**
When a point is reached where an agreement or decision needs to be made, each individual on the team will be polled for their vote.
For Entire Project.
If the vote is not unanimous, the person or person’s will be asked to explain the reason for their position, the team may discuss further, and another vote will be taken.

If the issue us still at impasse, then the issue being discussed, the positions, and the reasons will be provided to OQBP who may escalate to the Assurance Council for review and resolution.

Use the procedure to ask around the room for agreement...

## QDT Planning - QAP

- QDT Planning - **QAP**

- Status of QAP Rev 000 A12-1
- Delivered Unchanged by OQBP to DOE
- Technical Editing of A12-1 & Previous Merged 010808
- Sub-team Review - Edits, Acronyms, Definitions, References
- Send to all QDT
- Action Items - Technical Editor tab
- Rev 000 Signed March 22 ‘08
- Mgmt & Site Orientations March 22-31 ‘08
- Validation by Assessments & Gap Analysis March-December ’08
- Deliver draft to DOE October 31 ‘08
- Rev 001 Signed December 31 ‘08

## QDT Planning - Graded Approach

- QDT Planning - **Graded Approach**

- Status of Graded Approach - High Priority
- Needs Refining, More Granularity
- Sub-team Review, Update - January 31 ‘08
- Send to all QDT, Reconcile - February 1-22
- Technical Editor When Team Finished
- Rev 000 Signed February 25 ‘08

## QDT Planning - Action Items, Deliverables I

- QDT Planning - **Action Items, Deliverables I**

- Review Open Action Items
- Clarify Purpose of Requests for Information (ex: employee concerns)
- Update/Add Items for QDT & Sub-teams
- Review Technical Edits to A12-1
- Refine Graded Approach Sub-team
- To Be Documents - Lab-wide Versus Distributed, Sub-team for Each
- Obtain Feedback from divisions/sections on QAP -> Update QAP
- Review Schedule & Milestones
- Review, Update  QA Approach Document in Light of Changes
-     (Benchmarking Travel, Contractor Assurance / Quality Assurance)
- Create Project Plan & MS Project Schedule for Development - Include Metrics, Risk, Reporting
- Create Project Plan & MS Project Schedule for Assessments - Include Metrics, Reporting
- S/CI Sub-team
- Communications, Meetings, Briefings (AC, division/section), Fermilab Today
- QAP Mgmt Orientation, Site Orientation

## QDT Planning - Action Items, Deliverables II 

- QDT Planning - **Action Items, Deliverables II**

- Review Open Action Items Continued
- Clarify Purpose of Requests for Information (ex: employee concerns)
- Update/Add Items for QDT & Sub-teams
- Flowchart Current High Level Processes
- Compare Existing QA Practices & Procedures with QAP, DOE 414.1C, Guides
- Identify High Level Gaps
- Assess Current High Level Processes To Assign Grade Based on Graded Approach
- Assign Applicable QA Criteria Based on Grade from Graded Approach Assessment
- Update QAP Based on Validation from Graded Approach Assessment
- Participate in Assessment/Audit Training Workshop
- Create Audit Plan, Procedures
- Create Audit Checklists Based on Applicable QA Criteria
- Perform Assessments of Current QA Practices Against Assigned QA Criteria (Gap Analysis)
- Identify Gaps Between Requirements & Current QA Practices
- Establish Project Plan for Implementation - to Correct Deficiencies - include metrics, risks, reporting
- Obtain Lab-wide Approvals
- Create Lab-wide Plan, Schedule for Formal Assessments - Updated Annually by OQBP
- Establish the Implementation Team & Hand-off Activities
- Disband QDT
- Begin Implementation Team

## QDT Planning – Milestones from Schedule

- QDT Planning – **Milestones from Schedule**

- December 31, 2007 QA Plan Draft Ax Rev 000 to DOE review
- January 31, 2008 Draft updated QA Ay Plan Rev 000 to DOE review
- February 25, 2008 Graded Approach Rev 000 signed
- March 17, 2008 Contractor Assurance document to DOE review
- March 22, 2008 Rev 000 QA Plan signed and to DOE
- March 24, 2008 Management, QA Plan Orientation
- March 24, 2008 Site, QA Plan Orientation
- April 14, 2008 Rev 000 Contractor Assurance Document signed
- April 24, 2008 Audit/assessment Training
- May 9, 2008  Draft Quality Assurance Audit Plan Rev 000 to DOE review
- May 9, 2008  Draft Contractor Assurance Audit Plan Rev 000 to DOE review

- May 30, 2008  Quality Assurance Audit Plan Rev 000 signed
- May 30, 2008  Contractor Assurance Audit Plan Rev 000 signed
- July 14, 2008 QA Project Plan to DOE review
- August 11, 2008 QA Project Plan Rev 000 signed
- September 30, 2008 Gap Analysis  Graded Approach to QA Plan Draft Rev 001 for review
- October 31, 2008 Draft Rev 001 QA Plan to DOE review
- November 24, 2008 QA Implementation Plan to DOE review
- December 31, 2008 QA Plan Rev 001 signed
- January 30, 2009 QA Project Plan Rev 000 updated
- February 6, 2009 QA Project Plan Rev 001 signed
- February 6, 2009 QA Implementation Team established

## QDT Planning – Future Meetings 

- QDT Planning – **Future Meetings**

- QDT Regular Meetings
- Schedule
- Need More Rooms - Req Room?

**Notes:**
Room Booked to End of May ’08.