1. X-DIS/XBRL Phase 2 Kick-Off
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X-DIS/XBRL Phase 2 Kick-Off
2/23/2019

2. Content Session Goals Project Background Project Objectives
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Session Goals
Project Background
Project Objectives
Project Tasks and Deliverables
Project Management
Organizational Structure
Project Team
Project Management Tasks
High Level Schedule
Initial Schedule
Dependencies on Phase 1
Alternatives to run both phases

3. Session Goals To kick off Phase 2 of the project
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To kick off Phase 2 of the project
To analyse the dependencies with Phase 1
If needed, to determine the approach to make both phases live together

4. Project Background
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This project is the follow-up phase of the X-DIS/XBRL Pilot Project
That project started in Q2 2006
The expected achievements by that project are:
Analysis document on existing relevant XBRL taxonomies and the relationships between their concepts and the SBS ones
A taxonomy for SBS concepts for primary data collection at the Spanish Statistics Institute based on the Spanish GAAP
The first draft of a European SBS taxonomy, to be used and extended by NSIs (based on the IFRS-GP 2005 taxonomy)
Current status of the X-DIS/XBRL Pilot Project
It is behind the schedule due to some issues:
Resources Management
Lack of collaboration from NSIs
Some tasks initially out of scope have been done
A term extension has been agreed till to cover this delay
The critical path dependencies on NSIs are a high risk to reach that target date even considering this extension
SBS: Structural Business Statistics
GAAP: Generally Accepted Accounting Principles
IFRS-GP: International Financial Reporting Standards, General Purpose

5. Project Objetives To develop new modules of the European XBRL taxonomy
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To develop new modules of the European XBRL taxonomy
To extend testing of the European XBRL taxonomy to other member states
To analyse new sectorial XML standards potentially interesting for statistics

6. Project Tasks and deliverables Task 1 - New modules of the European taxonomy
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EUROSTAT will choose two or three new statistical areas to be analysed and for which new modules of the European statistical taxonomy will be developed
Task comprises
Analysis of the statistical domains
Design and implementation of the new European statistical taxonomy modules
Deliverables
Inventory and mapping of existing taxonomies
European XBRL taxonomy modules
Analysis document
- Inventory and mapping of existing taxonomies. A document containing, for each new statistical framework, an inventory of useful existing taxonomies and a mapping of their concepts to the statistical framework concepts
- European XBRL taxonomy modules. For each new statistical framework, this deliverable comprises the corresponding taxonomy module (XSD and XML files, standard documentation, indication of taxonomies to be imported, etc.)
- Analysis document. Discussing main technical and organisational issues, possible alternative solutions and chosen solutions.

7. Project Tasks and deliverables Task 2 - Extended testing of European SBS taxonomy
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The modular European statistical taxonomy will be tested in real cases
Tests will comprise the generation of XBRL reports by companies, Two testing scenarios will be provided to the NSIs
Testing against a software tool installed on Software AG
Testing by using a reference architecture (currently under development) deployed on NSIs systems
The SBS module will be tested with two or three more European Countries and the new modules will be tested in all countries (BE, ES, NL and the new ones).
Task comprises
Liaisons with the testing NSIs, to get enough knowledge about their environments
Definition of a test plan, in agreement with NSIs
Assistance to NSIs for the development and setting up of the necessary technological infrastructures
Help NSIs in choosing the right sample of companies for the tests
Help NSIs in performing the tests according to the above principles
Reporting about test results, findings, good and bad practices.
Deliverables (for each NSI involved in the testing)
Test plan
Test descriptions
Technical development reports
Test reports
Test plan. A document containing, for each NSI, a detailed description of the test plan in terms of phases and their scheduling.
Test descriptions. A document reporting on details about the tests performed with each NSI (the company sample, test instances, technical infrastructure, etc.)
Technical development reports. For each NSI requiring assistance, a report on performed activities
Test reports. For each NSI, detailed reporting on tests and their outcomes, plus a summary report on general aspects of the test phase.

8. Project Tasks and deliverables Task 3 - Analysis of sectorial XML standards potentially interesting for statistics
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To point out which custom XML standards have been developed and could be of potential interest for primary statistical data collection
Task comprises
Analysis of the custom XML standard sector and compilation of standards potentially useful for primary data collection
Analysis of two or three standards (indicated by Eurostat) and mapping of their concepts to the relevant statistical legislations
Deliverables
List of interesting standards
Mapping to relevant statistical legislation
List of interesting standards. A document listing standards potentially useful for primary data collection, with related web and bibliographic references. For each item, the relevant statistical domains should be indicated, with a rationale for its interest.
Mapping to relevant statistical legislation. A document containing, for each of the two or three most relevant standards indicated by Eurostat, a detailed description of the standard and possible mappings of its concepts to the concepts, variables and classifications defined by the legislation of the relevant statistical domain.

9. Project Management Organizational Structure
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Project Committee. Relevant members in charge of:
Controlling the performance of the project
Tracking the project progress
Decision making
Approving any contingency action if needed

10. Project Management Project Team
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Project Team made up by:
EuroStat members according with requirements of information
Software AG members
Tasks
Carrying out of the tasks according with the project plan
Carrying out of the management tasks

11. Project Management Project Management Tasks
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Management Task
Participation in kick-off, monthly progress meetings and final meeting
Improvised meetings on short-time notice as needed
Preparation of work plans
Monthly updates of the planning
Production of intermediate and final reports as well as minutes of all meetings
Up to 6 bilateral meetings with NSIs
Up to 4 meetings in technical or statistical working groups
Deliverables
Monthly Progress Reports
Minutes of all meetings
Interim Report
Final Report

12. High Level Schedule Initial Schedule
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13. High Level Schedule Dependencies on Phase 1
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End date Phase 1 (expected 31/03/07) overlaps start date Phase 2 (TBD)
Workload on the Project Team due to parallel efforts
End date Phase 1 at risk due to the critical path dependent on NSIs
NSIs pace does not fit with the required Project pace
Other issues out of Project Management control such as NSIs resources, availability of involved enterprises in the testing make increase that dependence
In case of we were not able to achieve successfully the deadline, a new extension should be agreed with a new budget for that extension
Human resources constraints between overlapped phases
Best option to reuse the current team and their know-how
Otherwise, a new team should be allocated

14. High Level Schedule Alternatives to run both phases
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Approach 1
To focus on achieving the successful end of the Phase 1
Afterward, to start the Phase 2 for 12 months
Approach 2 (current scenario)
To overlap the end of Phase 1 with the start of Phase 2
Approach 3
To carry out all testing tasks both Phase 1 and Phase 2, both SBS taxonomy testing and the new taxonomies testing, both by BE, ES & NE and by the new countries selected, at once, within Task 2 of Phase 2
This way will allow NSIs to arrange both their internal process and the liaison with the involved enterprises minimising the risk of the phase 1 critical path

15. High Level Schedule Next steps
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To discuss the benefits and drawbacks of each approach
When?. At this meeting
To choose the best approach
When?. If possible, at this meeting
To define the Detailed Project Plan according to the approach chosen
When?. Shortly once the decision had been made

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