Contradictions (Offer Contract)?

Quality Management System specific document / CL 3 QPlan Nr ...
Status: Version 8 / free: / 05/12/2000 / QMR: / m+m/am / Page 2 of pages 23
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1.Briefing

Details

I/C

/ Handled + in effect
I / ok / Date+Initials

Customer

/ ...
Order / ... / Date: / ... / Endorsement: / ...

1.Briefing

Details

I/C[1]

/ Handled + in effect
I / ok / Date+Initials

Goals

(Contract-)Partner

(Contract-)Basics

Contradictions (OfferContract)?

Yes / check / cleared / documented?

/ ...

(Contract-)Additions

Contradictions (OfferContract)?

Yes / check / cleared / documented?

Miscellaneous

Briefing discussed ...
... / Place: / ... / Company: / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company: / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company: / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company: / ... / Date: / ... / Initials... : / ...
Briefing accepted ...
... / Place: / ... / Company: / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company: / ... / Date: / ... / Initials... : / ...
Place: / ... / Company: / ... / Date: / ... / Initials... : / ...
Place: / ... / Company: / ... / Date: / ... / Initials... : / ...
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Anschluss-Dokument Qualitäts-Management-Handbuch / CL 3 QPlan Nr ...
Status: Version 6 / frei ab: / 12.04.2000 / QMB: / m+m/am / Seite 1 von Seiten 23
C:\windows\TEMP\XCL_03_QPLAN_V08_engl_05 (1).doc / m+m/am; 10/23/2018; 9:02 / Minimal-Anforderungen

#

/ Sequence / Task(s)? /

Quota

Efficiency Check

C

Graphic representation

Phase(s)

/ Requirement(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials

Action -Plan

/ Sequence / Task(s)? /

Quota

Efficiency Check

Graphic representation

Phase(s)

/ Requirement(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Total/comment: / :
...
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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Anschluss-Dokument Qualitäts-Management-Handbuch / CL 3 QPlan Nr ...
Status: Version 6 / frei ab: / 12.04.2000 / QMB: / m+m/am / Seite 1 von Seiten 23
C:\windows\TEMP\XCL_03_QPLAN_V08_engl_05 (1).doc / m+m/am; 10/23/2018; 9:02 / Minimal-Anforderungen

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials

/ Phase: / ...

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Total/comment: / :
...
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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
homepage: / email:
Anschluss-Dokument Qualitäts-Management-Handbuch / CL 3 QPlan Nr ...
Status: Version 6 / frei ab: / 12.04.2000 / QMB: / m+m/am / Seite 1 von Seiten 23
C:\windows\TEMP\XCL_03_QPLAN_V08_engl_05 (1).doc / m+m/am; 10/23/2018; 9:02 / Minimal-Anforderungen

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Phase:

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Phase:

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Phase:

/ Requirement(s)? /

Risk-Management

/ Pending? /

Quota

Efficiency Check

/ Questions

 Goal(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Phase:

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goal(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goals(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Phase:

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Questions

 Goal(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

Quantitative evaluation [and option: short summary]

/ Requirement(s)? / Risk-Management / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goal(s)

/ Answer(s)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
Total/comment: / :
...
Total attained (assessed) points: / R * w = / ... / => / Maximum possible (assessed) points: / R * w = / ...
Quantitative evaluation (compare Annex 1 for assignment for points) e.g. based on the formula:
GRADE = (5* total achieved points/maximum points) + 1 => [G] = 5*[column R]/[number of questions*maximum attainable points per question] + 1
Attained points /

Grade

Comments/conference with partners

/ Consequences?
Measure(s) / P / I/C / <=when? / Handled + in effect
I / ok /

Date+Initials

... / ... / ...
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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Quality Management System specified document / CL Nr 2 QPlan Nr ...
Status: Version 8 / Free: / 05/12/2000 / QMB: / m+m/am / Page 1 of Pages 23
C:\windows\TEMP\XCL_03_QPLAN_V08_engl_05 (1).doc / m+m/am; 10/23/2018; 9:02 / Minimal requirements

10.Debriefing

Details

I/C

/ Handled + in effect
I / ok / Date+Initials

10.Debriefing

Details

I/C

/ Handled + in effect
I / ok / Date+Initials

Goals

/ Maintain Goal(s)? / Yes? / No? / ...

Goal achieved?

/ Yes? / No? / ...

Goal achieved?

/ Yes? / No? / ...

Goal achieved?

/ Yes? / No? / ...

Goal achieved?

/ Yes? / No? / ...

Goal achieved?

/ Yes? / No? / ...

Goal achieved?

/ Yes? / No? / ...

(Contract-)changes

Contradictions (ContractExecution)?

Yes / check / cleared / documented?

/ ...

Miscellaneous

Additional Parts
(Annex 1 ... n)

/ Annex / Document / valid
? / Nr / Typ/Art / Term/Description (content) /

Version(s)

 / 1 / - / Analysis / -
 / 2 / - / Abbreviation Glossary / -
3 / - / Division Key / -
4 / - / Function Matrix / -
5 / - / Overview Resources / -
6 / - /

Review Plan

/ -
7 / sep excel-file / Cost Controlling
8 / sep excel-file / Risk Analysis
9 / sep excel-file / Critical Success Factors
10 / sep word-file / CL 11 Job (job description)
11 / sep word-file / CL 14 Training Plan
12 / sep word-file / CL 15 Audit Plan
13 / sep word-file / CL 4 Internal Audit
14 / sep word-file / ...
15 / sep word-file / ...
16 / sep word-file / CL 12 QMS-Evaluation
Debriefing discussed ...
... / Place: / ... / Company: / ... / Datum: / ... / Initials ... : / ...
Place: / ... / Company: / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company / ... / Date: / ... / Initials ... : / ...
Debriefing accepted ...
... / Place: / ... / Company / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company / ... / Date: / ... / Initials ... : / ...
Place: / ... / Company / ... / Date: / ... / Initials ... : / ...
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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Anschluss-Dokument Qualitäts-Management-Handbuch / CL Nr 20 Problem-Erfassung Nr ...
Status: Version 3 / frei ab: / 26.09.1999 / QMB: / m+m/am / Seite 1 von Seiten 23
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/ Anforderung(en) / praktische Umsetzung / Pendenzen? /

Annahme

Wirksamkeits-Check

/ Frage(n)
Ziel(e) / Antwort(en)
Lösung(en) / Massnahme(n) / P / VA / <=wann? / quantitative Kriterien / qualitatives Urteil /

w / ausgeführt+wirksam
I / ok /

Datum

/ Visum

Annex 1: Analysis

Version A: / e.g. by: ISO 9004: 2000 Quality Management Systems Manual for Efficiency Increase
active:?  / (CD2 ISO 9004/2000), editorial modification by m+m/am

Quote: „Many models currently exist for self-assessment of organizations to quality management system criteria. The most widely recognized and used models are national and regional quality award models. The intent of all the self-assessment models is similar: to provide fact-based guidance to the organization regarding where to invest improvement resources. These models are comprehensive and require a considerable investment of time and resources to be used in an organization. In contrast, the ISO 9004 self-assessment model contained in this Annex is intended to provide a simple, easy-to-use approach that can used by an organization to determine its relative degree of quality management system maturity and to identify areas for improvement“ „The structure of the ISO 9004 self-assessment model is to evaluate quality management system maturity for each major Clause in ISO9004 on a scale ranging from 1 (no formal system) to 5 (best in class performance). The model provides guidance in the form of typical questions that the organization should ask to evaluate performance in each of the major clauses. Another advantage to the use of this model is that it can be regularly used to appraise progress of improvement efforts.

A.2 Performance maturity levels

The performance maturity levels used in this ISO 9004 Self-Assessment model are shown in Table A.1 below:

Maturity level / Performance level / Guidance
1 / No formal approach / No systematic approach evident; no results, poor results or unpredictable results
2 / Reactive approach / Problem or prevention based systematic approach; minimum data on improvement results available.
3 / Stable formal system approach / Systematic process-based approach, early stage of systematic improvements; data available on conformance to objectives and existence of improvement trends.
4 / Continual improvement emphasized / Improvement process in use; good results and sustained improvement trends.
5 /

Best-in-class performance

/ Strongly integrated improvement process; best-in-class benchmarked results demonstrated.

End of quote.

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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Anschluss-Dokument Qualitäts-Management-Handbuch / CL Nr 20 Problem-Erfassung Nr ...
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/ Anforderung(en) / praktische Umsetzung / Pendenzen? /

Annahme

Wirksamkeits-Check

/ Frage(n)
Ziel(e) / Antwort(en)
Lösung(en) / Massnahme(n) / P / VA / <=wann? / quantitative Kriterien / qualitatives Urteil /

w / ausgeführt+wirksam
I / ok /

Datum

/ Visum
Version B: / e.g. according to alternative assessment model
active:? 

Chart B.1 – Performance maturity levels/Rating

Rating [R] / Performance level / Comments / Consequences
0 / None/nothing - nil
1 / Not applicable/unusable
2 / Minimally applicable/bad
3 / Moderately applicable/insufficient
4 /

Applicable/sufficient

5 / Good/applicable
6 /

Very/strongly applicable

Tabelle B.2 – Weight (importance)

Weight [w] / Performance level / Comments / Consequences
1 / no (particular) weight /  all equivalent, without further data
2 / ...
3 / ...
4 / ...
5 / ...
6 / ...
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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Quality Management System specific document / CL 3 QPlan Nr ...
Status: Version 8 / Free: / 05/12/2000 / QMB: / m+m/am / Page 1 of Pages 23
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# / Abbreviation/Term / Definition

Annex 2: Abbreviation Glossary

# / Abbreviation/Term / Definition
(...) / option [or] cursive
/ / or [or] per
[...] / dimension [or] directions/instructions
+ / and
=> / goal [or] from this follows that
 / Identical, defined as
 / circa, about
 / unequal, conflict
 / sum
? / active/standard/relevant
a / annum (Jahr)
a / achieved
A / first priority, do not deputize („executive matter“)
Abr / abreviation
am / Alfred MOERGELI
Auditor / audit manager
B / Priority B (can and should be deputized)
C / Third priority, unimportant
C / cooperation
CD2 / committee draft 2 by ISO
cp / compare
CL / check-list
d / day/calendar-day
D / decision
Debriefing / final evaluation/conference
dm / Delilha MOERGELI
Docu(ment) / document
e.g. / for example (exempli gratia)
(E)xec / execution
g / grade
h(r) / hour (work-hour)
I / information to all concerned
IA / internal audit
I/C / in charge, the responsible staff
ISO / International Standardization Organization
LT / Local Time
m+m / mörgeli + mörgeli consulting engineering
nil / nothing/none – or left empty on purpose
No / number
OH / Organizations-Handbook, file with practised (QMS-) documents
ok / handled
P / priority (eg A, B or C)
Pr / procedure
q / quota
Q- / quality-...
QM / Quality-Management
QMB / Quality-Management-Representative
QMS / Qualitäts-Managements-System
R / rating (eg per CD2 ISO 9004/2000)
R / referral, recommendation
SD / standard document, empty template
sep / seperate /divided
V / version
w / weight

All abbreviations can be used in singular or plural form, with or without a period and with capital or lower case letters.llloloe

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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Quality Management System specific document / CL 3 QPlan Nr ...
Status: Version 8 / Free: / 05/12/2000 / QMB: / m+m/am / Page 1 of Pages 23
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# / Abbreviation/Term / Definition

Annex 3: Division Key

# / Unit / Staff / Deputy
Organization/
Division / Abr / First Name / Last Name / Function / Abr / Initials / First Name / Last Name / Abr / Initials
A
B
C
D
E
m ö r g e l i + m ö r g e l i / consulting engineering
Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Quality Management System specific document / CL 3 QPlan Nr ...
Status: Version 8 / Free: / 05/12/2000 / QMB: / m+m/am / Page 1 of Pages 23
C:\windows\TEMP\XCL_03_QPLAN_V08_engl_05 (1).doc / m+m/am; 10/23/2018; 9:02 / Minimal-Requirements
# / Abbreviation/Term / Definition

Annex 4: Function Matrix

#

/ Organization Chart / I/C
Customer/Client / Planer/Designer / Contractor / Sub-Contractor / Third Parties / D /

E

/ C / I / ...
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Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
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Quality Management System specific document / CL 3 QPlan Nr ...
Status: Version 8 / Free: / 05/12/2000 / QMB: / m+m/am / Page 1 of Pages 23
C:\windows\TEMP\XCL_03_QPLAN_V08_engl_05 (1).doc / m+m/am; 10/23/2018; 9:02 / Minimal-Requirements
# / Abbreviation/Term / Definition

Annex 5: Overview Resources

Procedure / Staff / Time Grid (with %-workload <= 100%/staff)
# / Aktivity / cp / Time / I/C
[-] / [-] / [-] / [...] / [Function] / [Initials]

/ Requirement(s)? / Practical application? / Pending? /

Quota

Efficiency Check

/ Question(s)

 Goal(s)

/ Antwort(en)

 Solution(s)

/ Measure(s) /

/ I/C / <=when? / quantitative criteria / qualitative judgement /

w / Handled + in effect
I / ok / Date+Initials
m ö r g e l i + m ö r g e l i / consulting engineering
Rosengartenstr. 28 / CH-8716 Schmerikon / Phone +41 (0)55 282 50 01 / Fax +41 (0)55 282 50 02
homepage: / email:
Quality Management System specific document / CL 3 QPlan Nr ...
Status: Version 4 / free: / 03/31/2000 / QMB: / m+m/am / Page 1 of Pages 23
C:\windows\TEMP\XCL_03_QPLAN_V08_engl_05 (1).doc / m+m/am; 10/23/2018; 9:02 / Minimal requirements
Annex 6: Review Plan Object No : ... / ...

Reviews

Pending?

Quota

Efficiency Check

Review criteria

Type of Review/measurement

/ Intensity/
Frequency /

Measures to handle variances

/ I/C / <=when? / quantitative criteria / qualitatives judgement /

w / Handled + in effect
I / ok / Date+Initials
Annex 6: Review Plan Object No : ... / ...

Review

Pending?

Quota

Efficiency Check

Review criteria

Type of review/measurement

/ Intensity/
frequency /

Measure(s) to handle deviations

/ P /

I/C

/ <=when? / quantitative criteria / qualitative judgement /

[1] Abbreviations can be found in the abbreviations glossary.