The Transfer Plan: Gate Three in the Nine Gate Transfer Process

December 5, 2013

Today I would like to present the third entry in the series discussing the Nine Gate Transfer Process for moving production from site to site: the Gate 3 Transfer Plan. In case you missed them, you can learn more about Gate 1 and Gate 2 previously discussed.

Plan the work and work the plan. Sounds like a simple concept, but a real project plan requires significant documentation to ensure the transfer meets predefined requirements identified in Gate 1 and agreed to in Gate 2. The plan includes nine sections:

1. Integration Management
2. Scope Management
3. Time Management
4. Cost Management
5. Quality Management
6. Communication Management
7. Human Resources (HR) plan
8. Risk Management
9. Procurement Management

The nine sections of the transfer plan are dependent upon each other to ensure a clear plan.

1. The Integration Management plan is often overlooked and is often the downfall of transfers, but the Integration Management plan manages crossovers with other projects. An example is analytical method transfer may have an integration touch points with LIMS implementation.

2. A Scope Management plan details how project changes will be implemented and integrated.

3. Time Management requires an understanding of the sequence of steps to accomplish the transfer (Work Breakdown Structure).

4. Cost Management divides up the time and expense into cost to ensure the project meets predefined budget and issues can be corrected and anticipated.

5. The Quality Management plan details how quality standards are set and maintained in the project.

6. Communication is key and agreement on what information/decisions need to be provided to stakeholders and the associated timing for that communication is documented.

7. The Human Resource plan outlines how personnel resources will be brought onto the team, how their development is monitored and what will happen to personnel at the end of the transfer, where necessary.

8. Everything we do requires risk. The Risk Management plan defines how and where risk will be identified, acceptable levels of risk, and the risk mitigation process.

9. The Procurement Management plan defines how transfer resources, equipment and materials will be obtained.

The project plan is a living document that needs to be revised as new transfer requirements become known. In my next post, the Transfer Process Map is covered in Gate 4.


January 2, 2014

The Transfer Process Map: Gate Four in the Nine Gate Transfer Process for Moving Production

If you have been following along, you now know that I have reviewed the first three gates to the Nine Gate Transfer Process for moving production from site to site. I have covered: Gate 1: Assessment...

November 21, 2013

Stakeholder Review: Gate Two in The Nine Gate Transfer Process for Moving Production

In this, the second entry in the series, I will review Gate 2 of the Nine Gate Transfer Process utilized by ProPharma Group for successful technical transfers. Refer to my first entry for further...

March 5, 2014

Ready for cGMP Validation: Gate Seven of the Nine Gate Transfer Process

Today, Bob Beall is back with the next gate in the Nine Gate Transfer Process. If you have missed any of the previous steps in this process, you can review them here: Gate 1: Assessment Gate 2:...