project close & deliverydownloads.projectinsight.net/training/it... · established 2007...

IT Methodology Webinar

Project Close & Delivery

Things to know…

All participants will be on mute

Questions are welcome

Ask questions in the question box

Training may be valid for PMI

Category C PDUs

We do not mail out PDU certificates

Moderator

Denise Rodriguez

Project Insight

Marketing

[email protected]

[email protected]

Cameron Watson

President, QAIassist

[email protected]

www.qaiassist.com

Presenter

I am a Project Manager

I am a Business or Operational Manager

I am a Software Developer or Software Tester

I am a member of an organizational PMO, governance or

quality assurance function

I want a better understanding of IT Methodology

Who’s on the Call?

Established 2007 – Ottawa, Canada

Pioneer of IT Methodologies for small and mid-sized business (SMB’s)

Maintain and promote an IT Methodology body of knowledge (BOK) SMB’s

and practitioners rely on to optimize the delivery of products, services and

operational performance

Administer IT Methodology certification - “QAIassist Foundation”

Support practitioners and authorized affiliates in delivering IT Methodology

knowledge and expertise

Who is QAIassist?

Share IT Methodology knowledge

Develop IT methodology understanding

& expertise

Provide additional insight into several IT

(project management, software

development, software testing)

methodologies

Discuss best practices on incorporating

an organizational IT methodology

QAIassist Webinar Series - Goals

2014 Schedule

The 3rd Wednesday of Every Month

� 8:00 am Pacific - 11:00 am Eastern Time

IT Methodology Concepts (60 mins)

� This series of six webinars will be presented on a bi-monthly basis. Each webinar

will provide you with a context, overview, terminology and general understanding

of information technology (IT) methodology.

IT Methodology – Tutorials (45 mins)

� This series of five webinars will be presented on a bi-monthly basis. Each session is

designed to offer a more “hands on” perspective – bridging the concepts into a

practical utilization.

2014 “Concepts” Schedule

The 3rd Wednesday of Month (Jan, Mar, May, Jul, Sept, Nov)



� Methodology for the IT Landscape - (Jan)

� Apply PM Fundamentals to IT - (Mar)

� Leverage the Software Development Lifecycle - (May)

� Explore the Software Testing Lifecycle - (Jul)

� Incorporate Organizational Process Governance - ( Sept)

� Implementing IT Methodology - (Nov)

2014 “Tutorials” Schedule

The 3rd Wednesday of Month (Feb, Apr, Jun, Aug, Oct)


IT Methodology Tutorials (45 mins)

� Applying IT Methodology to Project Initiation - (Feb)

� Project Planning & Design with IT in Mind - (Apr)

� Executing Projects with IT Methodologies - (Jun)

� Project Control & Verification - (Aug)

� Project Close & Delivery - ( Oct)

IT Methodology Context - terminology, fundamentals, hierarchy, deliverable construct

Tutorial Context & Review

� Project Initiation - Identifying the Project Need (Feb 2014)

� Project Planning and Design (Apr 2014)

� Executing Projects (Jun 2014)

� Project Control & Verification (Aug 2014)


� Deliverable Administration

� By Role (Owner, Stakeholder, Project Manager, Business Analyst, Architect,

Developer, Tester, Governance/QA, End User)

� Project CloseOut Deliverable

Recap

Tutorial - Project Close & Delivery

Agenda

IT Methodology - Terminology

IT Framework, IT Methodology, IT Lifecycle

� Non Standard usage in terminology

� Terms are used interchangeably between organizations and across the IT industry

� Examples include

• Project Management Methodology/Lifecycle/Framework

• Software Development Methodology/Lifecycle (SDLC)/Framework

• Software Testing Methodology/Lifecycle/Framework

� Every IT organization is using an IT Methodology or IT Lifecycle or IT Framework

IT Methodology – Map & Journey

Methodologies/Lifecycles - “noun”

� The roadmap

� Rational Unified Process (RUP),

QAIassist (IM) , PMI, Prince2

Methodologies/Lifecycles - “verb”

� The journey taken along the road

� Waterfall, Spiral, Agile, RAD ,

Prototyping, etc

Methodology Fundamentals - 101

Viable IT methodologies (noun and verb) are designed to help not hinder

IT methodologies (noun) are applicable for a wide range of IT Methodologies

(verb) and delivery approaches (waterfall, spiral, agile, RAD, prototyping, etc)

No hard or specific rules (ie iterations, frequency of iterations, deliverables to be

completed) of how an IT methodology (noun) can best be applied or leveraged

by an organization or project team

No silver bullet - if the perfect combination of IT Methodology (noun) and IT

Methodology (verb) existed, every project team and organization would be

using it

Methodology Fundamentals - 102

Deliverables (and content) may be re-usable from one project to another

Not every deliverable of every phase has to be completed for every project

- any and every deliverable to be completed must add value (cost,

schedule, quality) to the project

Not every section or sub-section of every deliverable has to be completed

for every project - information used to populate every deliverable must add

value (cost, schedule, quality) to the project

IT Methodology/Lifecycle - Noun

All Methodologies/Lifecycles (RUP, QAIassist, PMI, Prince2) define,

utilize and rely on their own pre-defined structure, naming

conventions, and terminology

Hierarchy/Structure

� Methodology/Lifecycle (ie Project Management, Software Development ,

Software Testing)

� Phase/Stage (ie Initiate, Planning, Design, Closeout)

� Deliverable/Artifact/Work Product (ie Project Charter, Testing Strategy)

� Activity (tasks performed to complete deliverables, artifacts, work products)

IBM’s Rational Unified Process (RUP)

PMI’s Project Management Methodology

QAIassist Integrated Methodology

Deliverable – Construct/Format

Fixed Sections (always populated)

� Title Page

� Deliverable Details (Author, Creation Date, Version, Status, etc)

� Deliverable History, Reviewers, Sign Off

� Table of Contents (as per deliverable)

� Context (purpose of the deliverable)

Variable Sections (populated based on unique project characteristics)

� Structure/format defined per deliverable (ie all Project Charter deliverables rely

on the same format, all Testing Strategy deliverables rely on the same format)












Recap


Agenda

Tutorial Context – Sample Project

ABC Company (mid sized)

Strategic Direction - incorporate outsourcing option into existing operations

Existing Accounting Application functionality does not

� meet evolving regulatory legislation (for outsourcing)

� deliver functionality necessary to administer outsourcing & vendor relations

� provide stability (up time) to the business users

� allow for expansion

Project Name – “ Extended Accounting System (EAS)”

Tutorial Context – Resource Availability

� System Owner

� Stakeholders

� Business/Line Manager

� Project Manager

� Business Analysts

� Architects (Functional/Technical)

� Programmers

� Testers

� End Users












Recap


Agenda

Tutorial I - Identifying the Business Need

Goal/Objective

� what is the origin of the business need (new product, new functionality, strategic

objectives, legislative regulations, etc)

� who will benefit from a solution

� where/how will the benefits (tangible and intangible) be recognized

� organizational effects once implementing the solution

� establish basis for executing project management, software development, software

testing methodologies

Iterations

� iterative within itself

Tutorial I - Deliverables

Deliverables

� Business Case - (SDLC)

� Project Charter - (PMLC)

� Roles & Responsibilities - (PMLC)

� Detailed Business Requirements - (PMLC)

� Testing Strategy - (STLC)












Recap


Agenda

Tutorial II – Project Planning & Design

Goal/Objectives

� verify resources available to complete the project

� establish a plan that will allow project to be delivered on time and within budget

� establish a schedule that identifies the work (deliverables, artifacts, work products)

to be completed by the project team members

� obtain official authorization of the scope, plan and schedule from project

stakeholders

Iterations


� iterative utilizing the software development lifecycle and software testing lifecycle

Tutorial II – Deliverables (Direct)

Deliverables

� Roles and Responsibilities - (PMLC)

� Project Plan - (PMLC)

� Project Schedule / WBS - (PMLC)

� Quality Assurance Plan - (PMLC)

� Configuration Management Plan - (PMLC)

� Project Procedures (PMLC)

Tutorial II – Deliverables (Associated)

Deliverables

� Issues Log

� Risk Log

� Change Request Log

� Project Status Report

� Team Status Report

� Unit Test Defect Log

� System Integration Test Defect Log

� User Acceptance Test Defect Log












Recap


Agenda

Tutorial III – Executing the Project Goal/Objectives

� effectively apply project team resources

� execute the authorized project plan

� utilize/leverage the Software Development Lifecycle

� utilize/leverage the Software Testing Lifecycle

Iterations

� waterfall – one iteration through the software development and software testing

lifecycles

� agile – multiple iterations through the software development and the software testing

lifecycles

Traditional “V” Diagram

Tutorial III – Deliverables (SDLC)

Deliverables

� High Level Solution Design - (SDLC)

� Requirements Traceability Matrix - (SDLC)

� Detailed Solution Design - (SDLC)

� Programming Specifications - (SDLC)

� Unit Code - (SDLC)

� Training and Support Plan (SDLC)

� Unit Test Defect Log (SDLC)

� Unit Test Authorization (SDLC & PMLC)

Tutorial III – Deliverables (STLC)

Deliverables

� Testing Strategy - (STLC)

� User Acceptance Test Plan - (STLC)

� User Acceptance Test Evaluation Criteria - (STLC)

� System Integration Test Plan(s) - (STLC)

� System Integration Test Evaluation Criteria - (STLC)

� Unit Test Plan(s) - (STLC)

� Unit Test Evaluation Criteria (SDLC)












Recap


Agenda

Tutorial IV – Deliverables (SDLC)

Deliverables

� Unit Test Defect Log - (SDLC)


� Unit Test Authorization - (SDLC & PMLC)

� Programming Specifications - (SDLC)

� Unit Code - (SDLC)

� Training and Support Plan (SDLC)

� Unit Test Defect Log (SDLC)

� Unit Test Authorization (SDLC & PMLC)

Tutorial IV – Deliverables (STLC)

Deliverables

� System Integration Test Plan(s) - STLC

� System Integration Evaluation Criteria – (STLC)

� System Integration Test Defect Log - (STLC)

� System Integration Test Authorization (STLC)

� User Acceptance Test Plan(s) – (STLC)

� User Acceptance Evaluation Criteria (STLC)

� User Acceptance Test Defect Log (STLC)

� User Acceptance Test Authorization (STLC)


Tutorial IV – Deliverables (PMLC)

Deliverables

� Project Issue Definition – (PMLC)

� Project Issue Log – (PMLC)

� Project Risk Definition – (PMLC)

� Project Risk Log – (PMLC)

� Project Change Request – (PMLC)

� Project Change Request Log – (PMLC)

� Unit Test Authorization - (PMLC)

� System Integration Test Authorization (PMLC)

� User Acceptance Test Authorization (PMLC)

� Project Status (PMLC)












Recap


Agenda

PM – CloseOut Phase

Objectives

� ensure all planned project deliverables (work products/artifacts) are completed,

have received proper authorization, and are available for future reference

� prepare a Project Closeout Report that provides a summary of the project, how it

was performed, the positives, recommendations on how the project could be

improved upon (aim is to help other project teams in the future)

Iterations













Recap


Agenda

Deliverable Configuration Management

� Why, how and where deliverables (identified, drafted, reviewed,

authorized/approved) are maintained and administered

Deliverable Status

� Identified/Assigned

� Drafted

� Reviewed

� Approved/Authorized

Deliverable Administration












Recap


Agenda

Project CloseOut(Owner/Stakeholder)

Role

� Authorize the product/application

being placed into production

Primary Deliverables

� Project Status Report

� User Acceptance Authorization

� Project Closeout Report

Project CloseOut(Business Stakeholder/Manager)

Role

� Authorize the product/application

satisfies the requirements and the

business need


� Requirements Traceability Matrix

� Testing Defect Logs (Unit, System

Integration, User Acceptance)

� Change Request Log

Project CloseOut(Project Manager)

Role

� Deliver the product/application based

on the authorized plan

� Complete formal authorization and

administration of all project

deliverables and activity


� Logs (Issue, Risk, Change Request)

� Testing Authorizations (Unit, System


� Project CloseOut Report

Project CloseOut(Business Analyst)

Role

� Ensure the business requirements are

incorporated (built and tested) into

the product/application


� Detailed Solution Design

� Requirements Traceability Matrix



Project CloseOut(Architect)

Role

� Ensure the product/application has

been developed to satisfy the

requirements and designed to be

leveraged in the business

environment


� High Level Solution Design


Project CloseOut(Developer)

Role

� Build the product/application

according to the authorized business

requirements



� Programming Specifications

� Code



Project CloseOut(Tester)

Role

� Ensure the product/application is

built according to the authorized

business requirements


� Testing Plans (Strategy, Unit, System


� Testing Evaluation Criteria (Unit,

System Integration, User Acceptance)



Project CloseOut(Governance/Quality Assurance)

Role

� Identifying and supporting project

teams in applying “authorized”

corporate process


� Quality Assurance Plan

� Project CloseOut Report

Project CloseOut(End User)

Role

� Utilize authorized product/application

Primary Deliverable

� Training and Support Plan












Recap


Agenda

PM - CloseOut Phase

Project CloseOut Report

� This deliverable is used to provide an objective assessment of how the project

evolved. It documents the "favorable" and "unfavorable" aspects of the project.

The Project CloseOut Report is intended to assist future project teams with

"lessons learned".

Iterations













Recap


Agenda

2014 “Tutorials” ScheduleThe 3rd Wednesday of Month (Feb, Apr, Jun, Aug, Oct)


IT Methodology Tutorials (45 mins)

� Applying IT Methodology to Project Initiation - (Feb)

� Project Planning & Design with IT in Mind - (Apr)

� Executing Projects with IT Methodologies - (Jun)

� Project Control & Verification - (Aug)

� Project Close & Delivery - ( Oct)

2014 “Concepts” ScheduleThe 3rd Wednesday of Month (Jan, Mar, May, Jul, Sept, Nov)



� Methodology for the IT Landscape - (Jan)

� Apply PM Fundamentals to IT - (Mar)

� Leverage the Software Development Lifecycle - (May)

� Explore the Software Testing Lifecycle - (Jul)

� Incorporate Organizational Process Governance - ( Sept)

� Implementing IT Methodology - (Nov)

Body of Knowledge

Methodology/Lifecycle/Deliverables – www.qaiassist.com

� Project Management, Software Development, Software Testing

Body of Knowledge (Library) – www.qaiassist.com

� Methodology Origin – origins of methodology – identifies the differences between

the path we take (noun) and how we proceed (verb) down that path

� Context & Overview – provides a general overview of IT Methodology and how it

can be applied within an organization

� Deliverable Descriptions - provides general descriptions for all the deliverables of

the QAIassist Integrated Methodology

Until Next Session…

Keep Posing your Questions – call or send your questions in (Denise and/or

Cameron)

Explore the QAIassist Body of Knowledge – refer to the QAIassist Body of

Knowledge (sample deliverables, whitepapers, blog articles) – (www-

qaiassist.com)

QAIassist Practitioner - find out more about becoming a certified QAIassist

Practitioner

Tell your friends - tell your friends, coworkers and colleagues about the

Project Insight/QAIassist webinars – invite them to join us at the next session

Continuing Follow Up – send out a survey at the completion of every webinar,

follow up with attendees to obtain their suggestions and recommendation

Moderator

Denise Rodriguez

Project Insight

Marketing

[email protected]

[email protected]

Join us

Follow us

Twitter @projectinsight

LinkedIn

Like us

Facebook

www.facebook.com/projectinsightpmsw

Learn more…

Schedule a customized demo today

� +1 (949) 476-6499 x3

� [email protected]

� Request info: www.projectinsight.net

Contact QAIassist

� +1 (613) 523-0052

� [email protected]

� Request info: www.qaiassist.com

Information Request

Please go to

http://www.projectinsight.net/project-

management-software/request-demo

to fill out the request information form to have

a Project Insight Representative contact you.

Project Insight Community

Sign up for more!

Read the blogs

Check out the videos

PM training

IT Methodology

Product training

Register Ahead of Time

Go to www.projectinsight.net

2 ways to register:

� Training & Support

� Project Insight Calendar

project close & deliverydownloads.projectinsight.net/training/it... · established 2007...

Documents