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10. Plan and baseline

PROC-S10-PLAN · Deliver · level 2 · gate · scope: matter
The baseline is what change is measured against. Without one, scope creep is invisible and unbillable, and the engagement discovers its overrun at billing.

Deliverables are named here, which is what makes the quality stage able to assure something specific rather than assuring in general.

Boundary

Trigger (in)
A mobilised team.
Output (out)
A baselined plan with milestones, deliverables and a budget split.
Requires
team-mobilised
Produces
plan-baselined

Floor: can this run itself

Position
person
Manual because
habit
Basis
Planning is judgement, though baseline creation from a template is not. Partly habit: the template exists and is often bypassed.
Confirmed by
Engagement Lead

Behaviour: what runs it

Systems
Planning and baseline, Engagement register

Data

DatasetAuthoritative sourceAlso inStateOwner
Engagement planPlanning and baselinesettledEngagement Lead
DeliverablePlanning and baselineS, Y, S, -, D, M, S, -, W, O, R, KsettledEngagement Lead
Engagement budgetEngagement registerS, Y, S, -, E, R, P, -, G, LsettledEngagement Lead

Rules: what is decided here

IDRuleStateEnforced byBasisOwner
RUL-35Every engagement is baselined before executiondefinedPlanning and baselineGate in the planning module.Engagement Lead
RUL-36Deliverables are named in the baselinedefinedPlanning and baselineWhat makes quality assurance able to assure something specific.Quality Lead
RUL-37The budget is split across milestonesassumedPlanning and baselineAssumed practice. Not enforced, so some engagements carry a single lump budget.Engagement Lead

Neighbours

Upstream
team-mobilised
Downstream
plan-baselined
Every required state is produced upstream (out ⊢ in holds here).