{"id":23467,"date":"2020-07-09T05:21:13","date_gmt":"2020-07-09T05:21:13","guid":{"rendered":"https:\/\/www.process.st\/templates\/as9100d-project-manager-meeting-planner-checklist\/"},"modified":"2024-02-29T02:23:43","modified_gmt":"2024-02-29T02:23:43","slug":"as9100d-project-manager-meeting-planner-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/as9100d-project-manager-meeting-planner-checklist\/","title":{"rendered":"AS9100D Project Manager Meeting Planner Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oKD4WgSmONtz6FfWCX1HTw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oKD4WgSmONtz6FfWCX1HTw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> <a href=\"https:\/\/www.process.st\/checklist-template-word\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a> was built to <strong>help project managers plan their meetings and make changes to existing processes in accordance with <a href=\"https:\/\/www.process.st\/as9100\/\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D<\/a> for aerospace quality management.&nbsp;<\/strong><\/p>\n<p>The <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a> walks you, step-by-step, through the entire <a href=\"https:\/\/www.process.st\/why-processes-are-important\/\" rel=\"nofollow noopener\" target=\"_blank\">process<\/a>, and is supplemented with further information within each task to help build context. It also utilizes<a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> form fields<\/a> to input all your necessary information to make sure that all bases are covered.<\/p>\n<p>It's also very easy to <strong><a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">edit<\/a> the template<\/strong>, so it can serve as a foundation to which you can build upon by making changes to the structure and\/or content to make it your own.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-who-should-attend\">\n<h2>Determine who should attend<\/h2>\n<div class=\"text-content\">\n<p><strong>Determine who should attend the meeting.<\/strong><\/p>\n<p class=\"style-warning\">Make sure to include top management.<\/p>\n<p>To help determine who should attend, <strong>answer the following questions<\/strong>:<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Who will be able to decide which employees will be assigned tasks? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will they know whether the employees' workload will be able to accommodate the assigned tasks? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Who is responsible for resources and can make resources available to the AS9100 project? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This group should continue meeting as the <strong>\u201cAS9100 Steering Team\u201d.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-an-agenda\">\n<h2>Create an agenda:<\/h2>\n<\/section>\n<section id=\"explain-the-implementation-steps-to-the-group\">\n<h2>Explain the implementation steps to the group<\/h2>\n<div class=\"text-content\">\n<p>During the meeting, you should begin by <strong>outlining the implementation steps to the steering team.&nbsp;<\/strong><\/p>\n<p>Use the <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">form field<\/a> below to make note of the implementation steps.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes on implementation steps <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-steering-team-responsibilities\">\n<h2>Discuss steering team responsibilities<\/h2>\n<div class=\"text-content\">\n<p>Next, in this meeting, you should <strong>discuss the overall responsibilities of the steering team.<\/strong><\/p>\n<p>Keep this more general because, in the next task, you'll go into more detail on each individual's responsibilities.<\/p>\n<p>Use the form field below to <strong>take notes<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Steering team responsibilities notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-tasks-to-individualsteams\">\n<h2>Assign tasks to individuals\/teams<\/h2>\n<div class=\"text-content\">\n<p>After you've discussed the steering team responsibilities, it's time to <strong>assign individual tasks to all the team members.<\/strong><\/p>\n<p>When doing this, <strong>review all the responsibilities to ensure they are well dispersed, and not one individual has more work than the others.<\/strong><\/p>\n<p>You can also choose to assign teams to work on tasks instead of individuals if your team is large enough.<\/p>\n<p>Use the form field below to make notes on the team members' responsibilities.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes on team members' responsibilities <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For each of your teams, you should <strong>identify a team leader<\/strong>.<\/p>\n<p>It works best to have a member of the steering team serve as a leader for each of the task group teams. It can provide better communication between the teams and the steering team throughout the project.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes on team leaders <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-resources-required\">\n<h2>Determine resources required<\/h2>\n<div class=\"text-content\">\n<p>Take some time to review your team's tasks and <strong>determine what resources may be required to complete them.<\/strong><\/p>\n<p>To help get you started, <strong>answer the following questions:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will teams or individuals need assistance with other responsibilities during the project? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What kind of technical guidance will be needed to allow these teams or individuals to complete the tasks efficiently and effectively? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will they need assistance from the management representative? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will they need prepared materials? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will they need special training? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-acquire-the-necessary-resources\">\n<h2>[Conditional] Acquire the necessary resources<\/h2>\n<div class=\"text-content\">\n<p><strong>If you answered \"Yes\" to any of the questions<\/strong> in the previous task, take some time to <strong>look into acquiring the resources your team needs<\/strong>.<\/p>\n<p>This should be done in a timely manner to allow your team to move forward with the changes as quickly and effectively as possible.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Acquire the necessary resources notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-final-approval\">\n<h2>Approval: Final approval<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Determine who should attend<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Explain the implementation steps to the group<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Discuss steering team responsibilities<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Assign tasks to individuals\/teams<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Determine resources required<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"http:\/\/as9100store.com\/\" rel=\"nofollow noopener\" target=\"_blank\">as9100store<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/as9100store.com\/downloads\/as9100-project-managers-guide.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Project Manager\u2019s Guide<\/a><\/li>\n<li><a href=\"https:\/\/advisera.com\/\" rel=\"nofollow noopener\" target=\"_blank\">advisera<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/advisera.com\/wp-content\/uploads\/\/sites\/9\/2018\/01\/Applying_AS9100_Rev_D_EN_LookInside.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Applying AS9100 Rev D<\/a><\/li>\n<li><a href=\"https:\/\/newiso9001.files.wordpress.com\/\" rel=\"nofollow noopener\" target=\"_blank\">newiso9001<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/newiso9001.files.wordpress.com\/2017\/05\/tuv_usa_as9100d_checklist.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Transition Towards 9100D AS9100 Rev. D Requirements&nbsp;<\/a><\/li>\n<li><a href=\"http:\/\/www.nmtgroup.ca\/\" rel=\"nofollow noopener\" target=\"_blank\">nmtgroup<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/www.nmtgroup.ca\/AS9100d-Quality%20Manual-NMT.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Quality Systems Manual<\/a><\/li>\n<li><a href=\"https:\/\/www.pjr.com\/\" rel=\"nofollow noopener\" target=\"_blank\">PJR<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.pjr.com\/downloads\/webinar_slides\/6.22.17_AS9100-2016%20Changes.pdf\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D revision 2016&nbsp;<\/a><\/li>\n<li><a href=\"http:\/\/as9100store.com\/\" rel=\"nofollow noopener\" target=\"_blank\">as9100store<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/as9100store.com\/downloads\/risk-management-guidance.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Risk Management Guidance Material<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/as9100d-checklist-mandatory-documentation-for-as9100d\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D Checklist (Mandatory Documentation for AS9100D)<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/as9100d-quality-management-system-structure-template\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D Quality Management System Structure Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/as9100d-audit-checklist\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/as9100d-risk-management-checklist\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D Risk Management Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/as9100c-to-as9100d-transition-requirements-checklist\" target=\"_self\" rel=\"nofollow noopener\">AS9100C to AS9100D Transition Requirements Checklist<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This Process Street checklist was built to help project managers plan their meetings and make changes to existing processes in accordance with AS9100D for aerospace quality management.&nbsp; The checklist walks you, step-by-step, through the entire process, and is supplemented with further information within each task to help build context. 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