Planning in PH Department Planning Cycle Workunits …

Planning Cycle – CERN Overall  September n-1 European Strategy Session of Council  general discussion of strategic directions  December n-1 Restricted Council  strategic directions to be implemented within MTP  oral presentation of Management to Council  May n Scientific Policy Committee  discussion of Draft MTP n+1 – n+5  June n Finance Committee and Council  approval of MTP n+1 – n+5  approval of Budget n+1 in n prices  December n Finance Committee and Council  approval of CVI  Budget n+1 in n+1 prices for information

Planning Cycle – CERN Overall  September 2008 European Strategy Session of Council  general discussion of strategic directions  December 2008 Restricted Council  strategic directions to be implemented within MTP  oral presentation of Management to Council  May 2009 Scientific Policy Committee  discussion of Draft MTP 2010 – 2014  June 2009 Finance Committee and Council  approval of MTP 2010 – 2014  approval of Budget 2010 in 2009 prices  December 2009 Finance Committee and Council  approval of CVI  Budget 2010 in 2010 prices for information

Planning Cycle – Derivatives for PH October/November n-1  Budget Discussions based on DB n, resp. MTP n – n+4 APT “Planned” in Resource Sub- Category for year n  year n-1 prices APT “Draft 1” in Resource Sub- Category for year n+1 December n-1 / January n consolidation on departmental level APT “Planned” for year n  year n-1 prices  last budget adjustments by department APT “ Planned ” → “ Active ”  year n in n prices February/March n  discussions of following years APT “Draft 1”  year n prices  for years n+1, n+2 Resource Sub-Categories  for years n+3 – n+5 only Resource Categories mid April n APT input ready in “Planned”  year n prices  for years n+1, n+2 Resource Sub-Categories  for years n+3 – n+5 only Resource Categories

Planning Cycle – Derivatives for PH October/November 2008  Budget Discussions based on DB 2009, resp. MTP 2009 – 2013 APT “Planned” in Resource Sub- Category for year 2009  year 2008 prices APT “Draft 1” in Resource Sub- Category for year 2010 December 2008 / January 2009  consolidation on departmental level APT “Planned” for year 2009  year 2008 prices  last budget adjustments by department APT “ Planned ” → “ Active ”  year 2009 in 2009 prices February/March 2009  discussions of following years APT “Draft 1”  year 2009 prices  for years 2010, 2011 Resource Sub-Categories  for years only Resource Categories mid April 2009 APT input ready in “Planned”  year 2009 prices  for years 2010, 2011 Resource Sub-Categories  for years only Resource Categories

Workunit Status – Classification of Data APT WU StatusUsageWho? Active (AC) confirmed WU for the current yearDPO/DDPO move from Planned Planned (PL) checked by the departmentDPO/DDPO copy from Draft 1 after checks and discussions Draft 1 (D1) Planning SpaceWU Holders (GL, SL, PL, …) Draft (DR) Internal TargetsDPO/DDPO Draft 2 (D2) Old Bottom-Up Dataalready copied Completed (CO) Ex-ActiveDPO/DDPO move from Active

Workunits – Types in PH  several types of workunits have been defined G Group  resources on the group level, not assigned to others A Activity  activities with or without physical deliverable P Project  project in the CERN sense R Resources  workunit to group central resources WP WorkPackage  a formal workpackage exists for this activity EU-P EU-Project

Workunit Responsibles  The responsible of a workunit should be closely linked to this activity and have also responsibility regarding expenditure. G, P, A:leader, in case of experiments RC WP:workpackage supervisor R:DPO EU-P:DDPO  Distribution according to handout Ø 2 WU / holder (1: 40, 2: 16, 3/4: 10, 5+: 4) not cast in stone, please consider/check before next meeting

PH Standard WU – A Deja-Vu

Workunits in “Draft” – Internal Targets  materials budget baseline planning will step-by-step be incorporated into MTP  personnel budget (Allain Gonidec) repository of all personnel on the payroll  from contractual data preview on LD-IC (slots) budget situation for future  PSI/PFE  maintained by DPO/DDPO

Timing of the Exercise  July 30 th, 2008 next general meeting  discussion of procedure,...  end August 2008 individual discussions GL/TL and DDPO  October/November first round of budget discussions

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