Project Information
Project ID Project Name Project Manager Phone Number e!Mai" S#onsor Phone e!Mai"
New Project ID New Project Name Manager's Name Manager's Phone Manager's e-Mai#
ITAG Data Warehouse Infrastructure Applications Telecom & Network Installation Svcs Data Center Operations Services Server Operations V S!stem Services Trainin" & #u$s Software %elease Team Computin" &elp Desk 'inance Team Communications Team (sa$ilit! Team
Project $heck"ists
Project %em#"ates
#ro)ect Startup #ro)ect #lannin" Sponsor Initiation *ualit! Assurance Transition #lannin" #ro)ect Closeout
Scope an+ Definition #ro)ect Scope Chan"e Status %eport Green ,i"ht %eport Gantt Chart
Links
# 'ramework # Glossar! IS&T &ome #a"e IS&T #ro)ect ana"ement
Project &uide"ines
Under $onstruction
ana"in" Issues ana"in" Scope #ro)ect %oles %eportin" Status
'ramework
(rame)ork
Project $heck"ists
Checklist .
*uestions Project Identification . 1 6 3 8 9 2 7 4 &as the $usiness nee+ $een i+entifie+ Is there a consensus that there is a $usiness imperative 0 sense of ur"enc! Is there a pro)ect sponsor or their +esi"nee i+entifie+ Is there a client $usiness pro)ect mana"er assi"ne+ to the pro)ect Is there a list of +efine+ "oals an+ o$)ectives Is there a cost $enefit anal!sis Is there a pre;+etermine+ en+ +ate Is there a $u+"et for the pro)ect Is there a CS<T Technical ,ea+ assi"ne+ to the pro)ect
+es
No
N,-
Notes
S#onsor ngagement . 1 6 3 8 9 2 7 &as a pro)ect ID an+ name $een assi"ne+ an+ entere+ in the IT Work Data$ase Is the role of the pro)ect sponsor known an+ un+erstoo+ Does the sponsor a"ree to the role Does the sponsor un+erstan+ the pro)ect mana"er=s role Does the sponsor un+erstan+ the wa! this pro)ect will $e mana"e+ >e:":? "overnance@ Is there a plan to track tasks an+ activities Are there +efine+ criteria for how to stop a pro)ect &as a steerin" committee $een forme+
Determining Project Sco#e and Definition . Are the $usiness reAuirements +ocumente+ 1 6 3 8 9 2 7 4 ./ .. .1 .6 .3 .8 .9 Is there a +efine+ list of items in scope Is there a +efine+ list of items out of scope Are there +efine+ measures for pro)ect success Are there +efine+ completion criteria to initiate the closeout process Is there a +efine+ risk an+ issue escalation process Is there a known list of risks an+ issues $efore startin" Is there a known impact0conflict with other pro)ects &ave !ou initiate+ contact with reAuire+ CS<T service provi+ers Can all work $e +one $! B( personnel Are resources i+entifie+ an+ availa$le0sche+ule+ for the pro)ect Will the e-istin" har+ware0infrastructure support the e-pecte+ transaction volume Is the e-istin" har+ware sufficient to support this pro)ect Are the e-istin" software licenses sufficient for this pro)ect &ave the chan"es 0 a++itions to $usiness processes $een i+entifie+ &ave all assumptions $een i+entifie+ an+ +ocumente+
.rgani/ationa" $hange Management , %raining , $ommunication . 1 6 3 8 9 2 7 4 This pro)ect will not force users to chan"e the wa! the! work >e:":? chan"e m"mt@ &ave !ou initiate+ contact with the TTC0&% &ave !ou initiate+ contact with &elp Desk0#ost support Is there a +efine+ communication plan for the pro)ect Is there a sche+ule for status reportin" to occur Is there a sche+ule for reAular sponsor an+ pro)ect mana"er meetin"s Is there a sche+ule for steerin" committee meetin"s Is the sponsor or +esi"nee responsi$le for e-ternal communications Is there a plan for closin" out the pro)ect
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Checklist 1
*uestions Pre#are and P"anning . &ave !ou complete+ the pro)ect initation checklist 1 Is there a list of pre;+etermine+ +ates an+ activities that must $e met 6 &ave !ou i+entifie+ +epen+encies an+ seAuencin" of +elivera$les an+ milestones 3 &ave !ou reviewe+ all the checklists an+ sche+ule+ activities accor+in"l! 8 Does each +elivera$le0milestone have start an+ en+ +ates 9 Do !our +uration estimates reflect historical e-perience 2 Does !our pro)ect timeline inclu+e enou"h slack for pro)ect risks 7 Does !our pro)ect timeline inclu+e slack for vacations? a+ministration? etc 4 Do !ou have commitments from other teams0ven+ors to meet the +eliver! sche+ule ./ Is there an responsi$le person assi"ne+ for ever! +elivera$le0milestone .. &ave !ou entere+ ever!thin" !ou are "oin" to track on the appropriate template>s@ .1 &as !our sponsor si"ne+ off on the plan
+es
No
N,-
Notes
Resources . Do !ou have the appropriate personnel allocate+ to the pro)ect 1 Are the ke! pro)ect team mem$ers allocate+ full time 6 Will the pro)ect team have the appropriate skills to e-ecute the plan 3 Do !ou have the appropriate har+ware an+ software
&eneric Soft)are Deve"o#ment Life $yc"e 0SDL$1 Phases,%asks Project Pre#aration Scope an+ Definition %esource #lannin" #ro)ect #lan Creation %isk Assessment Design 'unctional %eAuirements Architecture %eAuirements Technical %eAuirements Interface %eAiurements %eportin" %eAuirements (sa$ilit! Testin" Testin" Strate"! Trainin" an+ Cnowle+"e Transfer Deve"o#ment Solution Development (nit 0 'unctional Testin" %esting S!stem 0 Inte"ration Testin" (ser Acceptance Testin" #arallel Testin" Volume Testin" Production Ro""out Trainin" Data Conversion Go ,ive Post Im#"ementation Su##ort &elp Desk 0 ,evel . support Transition to Supportin" or"aniDation
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Sponsor Checklist
Questions to help you engage with your sponsor *uestion Project .utcomes . Are the outcomes for this pro)ect clearl! un+erstoo+ $! all ke! stakehol+ers 1 Are the outcomes clearl! +efine+ 6 Are the $enefits clearl! i+entifie+ 3 Are the $enefits measura$le 8 Is it possi$le to +efine A,, +elivera$les 9 Are all chan"es +efine+ >such as chan"es to operations & $usiness proce+ures@ 2 Thinkin" a$out similar #ro)ects weEve mana"e+ $efore? are these outcomes realiDa$le
No items require attention
+es
No
N,-
Notes
Project Sco#e . Are we clear a$out the scope of this pro)ect 1 Is there a list of the pro)ects that are inter+epen+ent with this pro)ect 6 Is there a list of Or"aniDational units0"roups that coul+ impact? or $e impacte+ $!? this pro)ect 3 Is there a list of all the e-ternal activities or events which ma! $e inter+epen+ent with this pro)ect 8 Is the pro)ect scope likel! to remain the same +urin" the life of the pro)ect
Stakeho"ders . &ave all stakehol+ers $een i+entifie+ 1 &ave stakehol+ersE accounta$ilities $een +efine+ AND a"ree+ upon 6 &ave all ke! stakehol+ers e-plicitl! $ou"ht into this pro)ect 3 Are all areas? "roups an+ in+ivi+uals properl! committe+ for this pro)ect
Managing the Project . Are we clear a$out how we will mana"e this #ro)ect 1 Is there a list of items that are uniAue to the $usiness or technolo"! that ma! impact this pro)ect
2hat 2e3re Producing . Are we clear a$out what nee+s to $e pro+uce+ +urin" all phases of the pro)ect 1 Is it clear who is responsi$le for pro+ucin" which +elivera$le
Mi"estones and %ime (rames . &ave all milestones $een +efine+ 1 Are these milestones realiDa$le >rather than lookin" "oo+ on paper@ 6 &as a sche+ule $een pro+uce+
Resourcing . Are $usiness resources reAuire+ an+ i+entifie+ .a Is there a resource plan .$ Are realistic resourcin" assumptions state+ 1 Are resources realisticall! allocate+ for this pro)ect 6 Is an! component of the pro)ect to $e source+ $! another "roup within IS&T? e-ternal to IS&T? or thir+ part! ven+or
Risks . &as a risk assessment $een carrie+ out 1 &as the pro$a$le impact of risk $een +efine+ 6 Is there a +ocumente+ risk miti"ation strate"!
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*uestions (orma" De"iverab"es . 1 6 3 8 9 2 7 Is there a +efine+ list of +elivera$les for the pro)ect Coul+ an! of the +elivera$les $e mo+ele+ from previous intellectual capital Does each +elivera$le have a $rief +efinition of purpose an+ content Does each +elivera$le have a tar"et +ate an+ person responsi$le Is there a sche+ule for internal an+ e-ternal review of +elivera$les &as this review process $een factore+ into the pro)ect plan Is there time in the pro)ect plan to a++ress corrections to the +elivera$le>s@ Is there a process to +ocument an+ track chan"es to +elivera$le +ocuments
+es
No
N,-
Notes
Signoffs . Is there a formal review an+ si"noff process 1 Does the sponsor un+erstan+ this process 6 Is the sponsor willin" to formall! si"n off on all +elivera$les 3 Is there an escalation process if +elivera$les are not si"ne+ off timel! 8 Is there a si"noff process for appropriate IS&T service teams on +elivera$les
%esting and -ssurance . Is there a +ocumente+ plan for5 .a .$ .c .+ .e .f 1 6 3 (sa$ilit! Testin" (nit 0 'unctional Testin" S!stem 0 Inte"ration Testin" (ser Acceptance Testin" #arallel Testin" Volume Testin" Are there +ocumente+ test cases 0 scripts Is there a process to +ocument an+ control testin" issues Is there time in the plan to a++ress testin" issues
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Transition Checklist
No items require attention
*uestions %raining ' Kno)"edge %ransfer . Is there a +efine+ trainin" plan 1 &ave user roles $een +efine+ 6 3 8 9 2 7 4 ./ &ave the people reAuirin" trainin" $een i+entifie+ Is there a technical trainin" har+ware0software environment nee+e+ Are there trainin" scenarios i+entifie+ Is there trainin" +ata +efine+ &ave trainin" materials $een +evelope+ an+ teste+ Is there a trainin" catalo" an+ sche+ule create+ &ave trainers $een committe+ an+ traine+ &ave trainin" rooms $een sche+ule+
+es
No
N,-
Notes
Documentation . Is there a +efine+ template for s!stem +ocumentation 1 &ave +ocumentation resources $een committe+ 6 Is there a strate"! for version control 3 8 9 Is the +ocumentation "oin" to $e availa$le via the we$ Is the +ocumentation availa$le to create trainin" materials Are there resources an+ a process for maintainin" +ocumentation
Post &o!Live Su##ort . Is there a "o 0 no;"o +ecision +ocument 1 &as a post support plan $een +evelope+ an+ approve+ 6 &ave resources $een committe+ to support 3 Is there an escalation process in place to resolve issues 8 9 Are there e-pert team resources to help users with process Auestions Is there a pro+uction support team to help with technical pro$lems
%ransition to Su##ort .rgani/ation . 1 6 3 8 9 Is there a +ocumente+ transition plan Does the sponsor un+erstan+ the criteria for acceptin" the s!stem Is a support or"aniDation i+entifie+ an+ are the! traine+ Is there a pro)ect closeout meetin" planne+ Is there a catalo" of future reAuirements &as the sponsor si"ne+;off an+ accepte+ the s!stem
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*uestions (ina" %ask $heck . Was the "o;live event successful 1 Are all "o;live issues resolve+ 6 &ave help +esk support reAuests returne+ to normaliDe+ levels 3 Is (ser trainin" complete+ 8 Is there a plan to sunset e-istin" le"ac! applications0har+ware0software 9 &as the IT Work +ata$ase entr! $een marke+ complete 2 &ave the pro)ect team appraisals $een complete+ 7 &as the Sponsor closeout0satisfaction interview occurre+F
+es
No
N,-
Notes
-ccounting $"osout . 1 6 3 8 9 &as all ven+or time $een $ille+ &ave all ven+or contracts $een pai+ &ave ven+or staff $een release+ from pro)ect &ave internal team mem$ers tranistione+ off of pro)ect &ave final pro)ect financial statments $een complete+ &ave fun+in" sources $een reconcile+
(ina" Re#orts . &ave !ou complete+ up+atin" the pro)ect plan 1 6 3 8 &as lessons learne+ anal!sis $een complete+ &as intellectual capital $een prepare+ an+ catalo"e+ for re;use &ave future phases0a++itional functionalit! reAuirements $een +ocumente+ &as final pro)ect report $een complete+
Signoffs . &as internal si"noff on pro)ect closeout occurre+ 1 &as sponsor si"noff on pro)ect closeout occurre+ 6 &as financial reports si"noff occurre+
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Project %em#"ates
&tems "n 'cope List all items that are to be included in the project
&tems not "n 'cope List all items that are not being addressed during the project
De"iverab"es , Mi"estones
Complete the following for all deliverables expected. Note the dates and estimated time are negotiated. Person / Team *espons"!(e ,st"mated ,nd Date - .T, )((ocated
De("#era!(e
-ssum#tions
Complete the following for any assumptions required to satisfy the scope of the project )ssumpt"ons
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Chg Status
+es
No
.: Is this reAuest reAuire+ functionalit! for "o;live F 1: Does this reAuest move the "o;live +ateF 6: Does this reAuest impact the pro)ect sche+ule 0 milestonesF 3: Does the content of an! +elivera$les chan"eF 8: Do the num$er of resources nee+e+ chan"eF 9: Does the reAuest increase or re+uce the overall pro)ect riskF 2: Does this impact chan"e mana"ement >Trainin"? Communication? Acceptance@F 7: Is there an chan"e in cost of the pro)ectF
4#"anation of 5+es6 items7 (For every question answered yes, give a brief explanation !
Project Manager Approval yes or no Sponsor Approval yes or no IS&T Mgmt Approval yes or no
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&
Project Mgr7 Re#ort Date7
Status Summary
ana"er=s Name
+es
No
.: &as the scope chan"e+ or is it a$out to $e impacte+F 1: &ave the +elivera$les0o$)ectives chan"e+F 6: Are there sponsorship0stakehol+er issuesF 3: Are there new risksF 8: Are there pro+uctivit! pro$lems affectin" the team=s a$ilit! to perform the workF 9: Are there resourcin" pro$lemsF 2: Is a +elivera$le0milestone a$out to $e misse+F 7: &as the estimate+ sche+ule chan"e+F 4: Is the Aualit! of the +elivera$les $ein" affecte+F ./: &ave the estimate+ costs >i:e: out of pocket@ chan"e+F ..: Will the $enefits not $e realiDe+F .1: Are there an! other ma)or issuesF
4#"anation of 5+es6 items7 (For every question answered yes, give a brief explanation !
De"iverab"e , Mi"estone
$om#"etion Dates
8ase"ine Revised -ctua" Signoff
Status
Prior $urrent
$hange Descri#tion
Status
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:;,<:,;==>
Start Dt nd Dt Person :;,;>,;==> Status :;,<:,;==> Status Revised nd Date Reason for change , $omment
Phase Name ;
Legend7
1 2 * /
.0120.3 4561 A
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.0./0/8
1060/8
We+
We+
We+
on
on
Sun
Sun
on
Work estimate+
./;Gan;/8
..;Gan;/8
.1;Gan;/8
.6;Gan;/8
.3;Gan;/8
.8;Gan;/8
.9;Gan;/8
.2;Gan;/8
.7;Gan;/8
.4;Gan;/8
1/;Gan;/8
1.;Gan;/8
11;Gan;/8
16;Gan;/8
13;Gan;/8
18;Gan;/8
19;Gan;/8
12;Gan;/8
17;Gan;/8
14;Gan;/8
Phase , %ask
Project Pre#aration #lannin" Scope an+ approach %esource I+entification
nd Date
C $om#"ete
2ork done
2ork Left
8/ H 1/ H
2:8/ 1:1/
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6/;Gan;/8
Sun
Tue
Thu
Tue
Thu
Tue
Thu
Sat
Sat
Sat
'ri
'ri
'ri
.0./0/8
1060/8
We+
We+
We+
on
on
Sun
Sun
on
./;'e$;/8
..;'e$;/8
.1;'e$;/8
.6;'e$;/8
.3;'e$;/8
.8;'e$;/8
.9;'e$;/8
.2;'e$;/8
.7;'e$;/8
.4;'e$;/8
Phase , %ask
Project Pre#aration #lannin" Scope an+ approach %esource I+entification
nd Date
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6.;Gan;/8
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6;'e$;/8
3;'e$;/8
8;'e$;/8
9;'e$;/8
2;'e$;/8
7;'e$;/8
4;'e$;/8
Sun
Tue
Thu
Tue
Thu
Tue
Thu
Sat
Sat
Sat
'ri
'ri
'ri
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Risks and &rou#ings Se9 D . 1 6 3 8 9 .1 .6 .3 .8 .9 .2 .7 .4 1/ 1. 11 16 13 18 19 12 17 14 6/ 6. 61 66 63 68 &enera" -rea Descri#tion Risk to7 Severity 0L@ Res#onse to M@ E1 Risk Suggested Res#onse to Risk P"anned Start Date
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Issue Log
Project7 Ne) Project ID ! Ne) Project Name
Cate"or! <ntr! Issue I <ntere+ B! SJSche+ule? BJBusiness? Date
AJAu+it? OJOther@ >TJTech?
Issue Description
#riorit!
>&? ? ,@
Action ana"er
. 1 6 3 8 9 2 7 4 ./ .. .1 .6 .3 .8 .9 .2 .7 .4 1/ 1. 11 16 13 18 19 12 17 14 6/ 6. 61 66 63
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INA <F
Resource P"anning
Project
Resource Smith? Goe Doe? Gane
esource Plan
#NAME?
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Co!!unication "atri#
Project7 Ne) Project ID ! Ne) Project Name
Key7
Infrastructure -##"ications
!!!IS'% Interna"!!! Soft)are Re"ease %eam $ommunications %eam $om#uting Ee"# Desk GM System Services
!! $"ient !!
!! Institute !!
!! 4terna" !!
Steering $ommittee
Server .#erations
-cademic $ounci"
Project Database
Data 2arehouse
Usabi"ity %eam
(inance %eam
Project .ffice
-rea Director
S#onsors
GP .ffice
(re9uency or De"ivery Date Key &overnance $ommunications Weekl! on Tues Weekl! on onthl! onthl! As Nee+e+ <n+ of a)or #hase #ost Go;,ive #ost Go;,ive on Status %eports Team eetin"
Message
Gendors
Users
--$II
-udit
I%-&
Status
eetin"
%isk an+ Issue Notifications IS&T #ro)ect Office Au+it %eview #ro)ect Closeout %eport #ost #ro)ect %eview
Project %y#e $ommunications Initiation Announcement #ro)ect Cick Off Devlopment $e"innin" Testin" phase $e"innin" #ost "o live support information Go ,ive announcement <n+ of #ro)ect
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User (orms
&uide"ines
Issue Management
Definition
A process to ensure all issues are resolve+ with minimal pro)ect impact: The issue mana"ement s!stem is +esi"ne+ to track an+ control issuesN there$!? re+ucin" pro)ect impact: This mana"ement s!stem provi+es a metho+ for5 I+entif!in" an+ capturin" each issueN Appointin" an Laction mana"erM to ensure issue resolutionN ,o""in" issues an+ allowin" perio+ic review of outstan+in" issues: The Action ana"er is the person +esi"nate+ to $e the LOwnerM of the particular issue: It ma! or ma! not $e the #ro)ect ana"er? +epen+in" upon the issue: 'or e-ample? technical issues ma! $e assi"ne+ to a technical team lea+er for resolution:
-uthorities -ctivity
%aise an issue KKKKKKKKKKKKKKKKKKK:: An! #ro)ect em$er Anal!De the issue KKKKKKKKKKKKKKKKKK: #ro)ect ana"er Appoint an Laction mana"erM KKKKKKKKKKKKK:: #ro)ect ana"er onitor the issue KKKKKKKKKKKKKKKKKK:: Action ana"er <-ecute issue resolutionKKKKKKKKKKKKKKK:: Action ana"er %eview an+ up+ate the pro)ect issue lo" KKKKKKKK:: #ro)ect ana"er %eport to senior mana"ement KKKKKKKKKKKKK #ro)ect ana"er
The situation is reco"niDe+ as an issue an+ +escri$e+? on an issue form0 +ata$ase: The issue is accepte+ as vali+? prioritiDe+ an+ "iven a resolution +ate: The issue is lo""e+ on the issue mana"ement s!stem an+ assi"ne+ the ne-t issue num$er: The ori"inal form an+ an! attachments are file+ in the >#ro)ect Control Book@ #CB: Copies of the issue are sent to each pro)ect lea+ for information: The Action mana"er is appointe+ to mana"e the resolution of the issue: The Action mana"er shoul+ $e an issue review meetin" atten+ee: Documents planne+ actions in the action lo": The issue is accepte+ as resolve+? an+ close+: >The #ro)ect Steerin" Committee ma! also $e involve+? if applica$le@: Communicates +ecisions taken to resolve the issue to all associate+ parties: #ro)ect +efinition an+ plans are up+ate+ to reflect an! chan"es intro+uce+ $! the issue resolution:
Res#onsibi"ity
#ro)ect
ana"er
Status Re#orting
Definition
Status reportin" is use+ to Auickl! inform ke! stakehol+ers an+ team mem$ers of the curent status of the pro)ect: The person rea+in" the report shoul+ $e a$le to i+entif!5 Overall status of the pro)ect An! chan"es in the various areas of the pro)ect Status an+ chan"es to +elivera$les 0 +ates: The pro)ect mana"er shoul+ issue the pro)ect status report on a re"ular $asis: T!picall! this is either weekl! or monthl!: Timin" an+ report +istri$ution shoul+ $e +iscusse+ with the pro)ect sponsor:
%eview an+ up+ate the pro)ect risks an+ issues lo"s to reflect current status Gather information from team mem$ers re"ar+in" activities an+ +eliveral$es the! are responsi$le for %eview an+ up+ate the pro)ect resource sche+ule an+ +etermine if resources are appropriate for the pro)ect %eview $u+"et an+ actual costs an+ assess financial status of pro)ect Complete the status summar! section $! placin" an O in the +es or No column $ase+ on the answer to the Aues 'or an! Aeustion with aP!esP answer? enter an e-planation in the space provi+e+ %eview +elivera$les +ates an+ enter a short te-t +escription of status of the +elivera$le (p+ate scope chan"e section to reflect chan"es to scope an+ their impact on the pro)ect After !ou assem$le all the +etaile+ +ata? assi"n an overall status $! enterin" a &? +? or R in the $o- at the top of & ; No ma)or issues + ! The issues i+entifie+ coul+ have an impact on the pro)ect plan R ; The issues i+entifie+ will have an impact on the pro)ect plan if not a++resse+ in 1 weeks #rint out status report? issue an+ risk lo"s an+ +istri$ute to appropriate recipients
or the pro)ect
Status Re#orting
Definition
#ro)ect Scope Chan"e control is concerne+ with a@ influencin" the factors that create scope chan"es? $@ anal!Din" an+ assess the impacts to the pro)ect? c@ approvin" or re)ectin" a reAueste+ chan"e an+ +@ mana"in" the actual chan"e: Scope chan"e c is ti"htl! linke+ to to sche+ule? +elivera$le an+ Aualit! mana"ement: A Chan"e %eAuest is a form that contains all the information reAuire+ to support the +ecision makin" processes that are use+ mana"e the unforeseen chan"es that inevita$l! arise +urin" the course of all $ut the simplest of pro)ects:
Purpose
The prime purpose of chan"e mana"ement is to ensure that propose+ chan"es that are of $enefit to the pro)ect are implemen in a controlle+ manner an+ that propose+ chan"es that have little or no value to the pro)ect are not: Chan"e %eAuests support o$)ective $! provi+in"5 .: 1: 6:
A recor+ of the propose+ chan"e an+ the rationale $ehin+ it: A recor+ of the results of an! anal!sis of the potential impact of the propose+ chan"e: The information reAuire+ to +eci+e+e how to procee+ with the propose+ chan"e an+ a recor+ of those +ecisions
4 4 4 4 4 4 4 4
Involves the sponsor in the pro)ect: <nsures plans? or"aniDation an+ mana"ement s!stem are kept up to +ate as the pro)ect +evelops Ceeps mana"ement an+ pro)ect mem$ers up to +ate with latest pro)ect pro"ress an+ pro$lems %esponsi$le for the completeness an+ the Aualit! of all pro)ect +elivera$les <nsures all issues are properl! a++resse+ %e"ularl! up+ates pro)ect sponsor0pro)ect review $oar+ with current pro)ect status an+ issues <nsures all chan"e reAuests are properl! mana"e+ <nsures the appropriate resources are availa$le for the pro)ect
Systems -na"yst
%he Systems -na"yst trans"ates the business re9uirements into systems s#ecifications by #erforming detai"ed systems and data ana"ysis@ deve"o#ing technica" documentation@ and #rogramming for various #rojects and initiatives@ a##"ication su##ort and soft)are #ackage eva"uationH
4 4 4 4 4
Surve!s an+ anal!Des ma)or e-istin" or propose+ s!stems to i+entif! technical alternatives: %e+uces +esi"n pro)ects into component anal!sis tasks #repares final s!stems +esi"n? specifications an+ +ocumentation necessar! for pro"rammin" Directs an+ assists in the writin"? testin"? an+ +e$u""in" of pro"rams <nsures that +ocumentation is complete prior to releasin" for operations
4 Develops evaluation criteria an+ i+entifies packa"es that ma! meet the $usiness nee+ 4 #lans? +irects an+ reviews the work of the Developers assi"ne+ to the pro)ect: 8usiness -na"yst
%he 8usiness -na"yst deve"o#s effective )orking re"ationshi#s )ith and among the business stakeho"ders and fe""o) techno"ogy team members to deve"o# a strong understanding of the business re9uirements and #rocesses re"ated to techno"ogy so"utions and e4isting systemsH
4 4 4 4 4
#erforms anal!sis an+ +ocumentation of $usiness reAuirements? "oals? o$)ectives for pro)ects an+ initiatives ,iaises with relevant stakehol+ers to assess an+ +evelop improvements to processes an+ proce+ures Assists an+ provi+es a+vice to other anal!sts an+ en+ users in or+er to resolve specific functional issues <nsures that the relevant "roups within IS&T0 IT are full! $riefe+ with respect to reAuirements relatin" to support an+ chan"e mana"ement Assists users with user acceptance testin" of approve+ chan"es >W&O DO<S T&IS C(%%<NT,QF@
*,-,%esting
%he *-,%esting -na"yst ensures that soft)are 9ua"ity e4ists #rior to im#"ementation by uti"i/ing the a##ro#riate testing too"s@ metrics and #rocesses to test the soft)are and re#ort #rob"emsH
4 4 4 4 4 4 4
%esponsi$le for "ui+in" software process improvement with the primar! o$)ective of Aualit! assurance: Develops? implements an+ utiliDes *0A test suite0tools Develop metrics to measure the Aualit! level of pro+ucts an+ services pro+uce+ for the customer %eceives trainin" on pro+uct an+ $ecomes familiar with +ocumentation Becomes knowle+"ea$le of all $usiness processes to $e supporte+ $! pro+uct Si"ns off on all mo+ules teste+ (tiliDes a"ree+ upon testin" approach an+ process for a "iven pro)ect or initiative: >e:": pro$lem inci+ent an+ trackin"@
4 4 4 4 4 4 D8-
Desi"n or +evelop applications <valuates solutions Develops the conceptual +esi"n >of the s!stem@ Develops +etaile+ pro"ram specifications Develops lo"ical an+ ph!sical software +esi"n Writes an+ tests computer pro"rams $ase+ on $usiness or s!stems reAuirements
%he D8- designs@ im#"ements@ and manages the "ogica" and #hysica" as#ects of the assigned database0s1 and associated a##"icationsH
4 4 4 4 4 4 %rainer
Works to ensure sta$le? relia$le an+ recovera$le DB S environment #repares an+ maintains complete an+ accurate ph!sical +esi"n specs an+ I0O interfaces onitors +ata$ase activit! an+ performance Tunes +ata$ase for performance Installs an+ up"ra+es software #lans? tests? an+ implements $ackup an+ recover! proce+ures
%he %rainer designs@ deve"o#s@ and de"ivers training based on c"ient needs 0iHeHH@ ne) business #rocess@ ne) too"@ etcH1H
4 4 4 4
Con+ucts trainin" nee+s assessment an+ makes recommen+ations A+vises pro)ect mem$ers on trainin" matters #rovi+es formal or informal trainin" to pro)ect mem$ers #rovi+es trainin" for or"aniDations or in+ivi+uals affecte+ $! the pro)ect +elivera$les
Security -rchitect
%he Security -rchitect ensures that security re9uirements are addressed and im#"emented across the architecture and re"ated soft)are@ hard)are@ and trainingH
4 Develop0review the securit! reAuirements accor+in" to current policies: 4 <nsures that the s!stem architecture >software? har+ware? an+ network@ meets the securit! reAuirements 4 Develops the securit! mechanisms in the software architecture System -rchitect
%he System -rchitect has overa"" res#onsibi"ity for designing the so"ution@ e4#"oring techno"ogy o#tions@ diagramming technica" infrastructure and reso"ving design issues throughout a #roject or initiativeH
4 4 4 4 4
I+entifies an+ prioritiDes the architecturall! si"nificant reAuirements >can we $e more specific hereF@ Determines the st!le of the s!stem architecture >ma)or s!stem patterns@ I+entif! the ma)or functions of the s!stem I+entif! the s!stem +ata? har+ware? an+ software components <nsure that these functions an+ components meet their associate+ operational reAuirements? Aualit! reAuirements >performance an+ scala$ilit!@? an+ +esi"n constraints
4 OptimiDe the timin" of the release of pro)ect +elivera$les to the $usiness operations 4 #repare the affecte+ $usiness areas for the transition to new wa!s of workin" an+ man"e them throu"h the transition process 4 <sta$lish the mechanisms $! which $enefits can $e +elivere+ an+ measure+ 4 <nsure that ma-imum improvements are ma+e into the e-istin" an+ new $usiness operations as pro)ects +eliver their pro+ucts
into operational use
4 ,ea+ all the activities associate+ with $enefits realiDation an+ ensure that continue+ accrual of $enefits can $e achieve+ an+
measure+ after the pro"ram has $een complete+: >Is this part of the pro)ect or transitione+ to someone after implementationF@
S#onsor %he S#onsor cham#ions the #roject@ #rovides overa"" direction and funding@ and a##roves a"" major mi"estonesH
4 4 4 4 4 4 4 4 4
Sets the vision? common "oals an+ critical success factors <sta$lishes or secures polic! Atten+s re"ular pro"ram reviews <sta$lishes the authorities of the pro)ect team an+ stakehol+ers Approves the charter an+ scope of the pro)ect inclu+in" +elivera$les Sets priorit! of the pro)ect relative to other pro)ects in her0his area of responsi$ilit! <nsures that resources are availa$le to carr! the pro)ect to its completion %emoves o$stacles or other constraints AuthoriDes chan"es in scope
Stakeho"der Individua"s and organi/ations )ho are invo"ved in or may be affected by #roject activitiesH