Project Planning Template 3

Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
The Project Plan
Template
The project plan forms the basis for all management efforts associated with the
project. A project plan template is included in this document.
The information contained in this plan is required for IT projects in varying
degrees. The actual plan items required are defined specifically in project
management policies. The exact format of the information may vary from the
template; however, the basic information is required as defined.
The
Project
Plan
This plan template emphasizes documenting only the pertinent information
associated with the plan. The blank template for the project plan is provided in
Appendix B: Templates & Sample Forms.
The information associated with the plan evolves as the project moves through
its various stages and is updated as new information is determined about the
project.
The plan does not require verbose textual content filled with boilerplate
material. Information associated with detailed procedures for executing such
processes as technical development, configuration management, and quality
assurance should be documented in the state organizationís procedures. For
example, the configuration management information contained in the plan
might reference a procedures document that defines the specific activities and
responsibility for each configuration item. The project plan only summarizes
who is responsible for the configuration management activities, what is under
configuration control, and where the repository will reside.
The project plan documents the project planning process and consists of the
following basic tasks:
•
Defining the sequence of tasks to be performed.
•
Identifying all deliverables associated with the project.
•
Defining the dependency relationship between tasks.
•
Estimating the resources required to perform each task.
•
Scheduling all tasks to be performed.
•
Defining the budget for performing the tasks.
•
Defining the organization executing the project.
•
Identifying the known project risks.
•
Defining the process ensuring quality of the project product.
•
Defining the process for configuration management.
•
Defining the process specifying and controlling requirements.
The plan documents and defines the objectives of the project, the approach to be
taken, and the commitment being assumed. The project plan evolves through
Project Management Methodology
PM Planning
Project Plan Format
Page 1
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
the early stages and, at project start-up time, contains the detail required to
successfully execute the project. Once project execution begins, the plan should
be reviewed, baselined, and updated on a regular basis.
It is important that project plans are approved prior to beginning a project.
These approvals should be easily located at the beginning of the plan to
emphasize support for the project plan. In the template format, approval
signatures are included on the cover of the plan, as shown below.
Plan Approval
Project Management Plan Approval Signatures Form
(Page one of the sample)
PROJECT MANAGEMENT PLAN
Project Name: Document Handling System
August 1, 1996
Date:_______________________________
1.0
Plan Release #:_______________________
John Smith
Project Manager: _____________________
Approvals:
John Smith
Betty White
Project Manager
Prime Contractor Manager - If applicable
Tom Snow
Steve Brown
State Organization Mangement
User Management
Faye McNeill
Peter Chan
Oversight Manager (if applicable)
DOIT
Gene Tim
Tina Black (DGS)
Department of Finance)
Other:
Project Management Methodology
PM Planning
Project Plan Format
Page 2
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Project Summary
Following the approvals page, there should be a project summary and charter
information that defines:
•
The estimated value of the project.
•
The project deliverables.
•
The duration of the effort.
•
The purpose of the project.
•
The goals, acceptance, and completion criteria.
•
Assumptions made affecting cost and/or schedule.
•
Major dependencies/constraints.
The Project Summary, begun at project initiation, is maintained over the course
of the project. The first page includes areas that need to be filled in and then
updated with each new release of the plan. These include:
•
Project name and start date.
•
State organization, name, and submitted by.
•
Prime Contractor (if applicable) and date awarded.
•
Current stage of the project.
•
Project status in terms of schedule and budget.
•
Budget summary.
Page 2 of the Project Summary includes points of contact and prime contractor
information.
The following two pages show a completed sample project summary from the
template.
Project Management Methodology
PM Planning
Project Plan Format
Page 3
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
1. Project Summary (Sample)
Information in the project summary areas was started during the project concept phase and should be included here
Project Name:
Document Handling System
Start Date:
August 15, 1996
State Organization:
EDD
Submitted By:
John Smith
Prime Contractor:
Vision Quest
Date Awarded:
June 30, 1996
Current Stage of
Project:
Development Life Cycle (Design, Development, Integration, Testing or Implementation)
Project
is On
Schedule:
Yes:
X
X
No:
Details are on page 6
Project is
within
Budget:
Yes:
No: X
Comments:
Additional funds were needed to add
more hardware for statewide rollout
Please answer the following questions by marking ìYesî or ìNoî and provide a brief response as
appropriate
Is this an updated Project Plan? If so, reason for update: Included
additional activities for
Project Management Methodology
PM Planning
No
X
statewide rollout
Budget for project by fiscal year and is project funded? If so, for what amount(s) and periods(s):
Budget Amount: 1.2 m
Year: FY 96
Budget Amount: .8
Year: FY 97
Budget Amount:
Year:
Total Amount: 2.0 m
Yes
Funded?
Funded?
Funded?
X
X
Project Plan Format
Page 4
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Project Summary - Continued
Points of Contact
This should be the list of individuals that will be involved with the project during the execution phase.
Position
Project Manager
Senior Management Sponsor
Senior Technical Sponsor
Procurement Contact
Customers:
Unemployment
Audit
Compliance
Name / Organization
John Smith EDD
Joe Done EDD
Mary Lane EDD
Tina Black DGS
Phone
916-692-0962
916-752-1666
916-359-0993
916-425-1254
E-Mail
[email protected]
[email protected]
[email protected]
[email protected]
Bill Nick
Anne Wright
Lance Gonlin
916-694-3442
916-358-6996
916-536-8888
[email protected]
[email protected]
[email protected]
Other Stakeholders (Top 3):
Same as above
Prime Contractor Information
Company:
Phone
E-Mail
Project Manager
Betty White
415-664-3229
[email protected]
Senior Management Sponsor
Ned Jack
415-664-3994
[email protected]
Senior Technical Sponsor
Bob Bowman
415-664-6421
[email protected]
Position
Project Management Methodology
Name
PM Planning
Project Plan Format
Page 5
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Project Charter
The project charter follows the project summary information. Like the project
summary, the project charter information was developed during the project
conception and definition phase and includes a business problem, statement of
work, objective, success factors, project dependencies, and constraints. In the
plan template, this information is contained on two pages or in the following
two figures. A sample of the completed information from the template is shown
below.
2. Project Charter(Sample)
B.
Project Charter:
Business Problem.
All projects start with a business problem/issue to solve.
Sample
The lack of a statewide automated planning system for scheduling transportation road repair maintenance resources has
resulted in road closures, duplicated capital expenditures, and increased staff overtime costs.
Statement of Work (Goal).
The statement should be short and to the point. It should not contain language or terminology that might not be understood.
Sample
Design and prototype an automated, dynamic planning system by Q4, 1997, based on an SQL database and GUI front end.
Based on the prototype, pilot the system and complete full implementation by Q4, 1998.
Project Objectives:
Provide a brief, concise list of what the project is to accomplish.
The project objectives are a detailed version of the statement of work. Taken with the statement of work, the objectives
define the boundaries (scope) of the project. The objective statement can also be seen as a decomposition of the statement
of work into a set of necessary and sufficient objective statements, including:
Outcome - Be specific in targeting an objective
Measurement- Establish a measurable indicator(s) of the progress
Ownership - Make the object assignable to a person for completion
Timeframe - State what can realistically be done with available resources
Sample
1.
2.
3.
4.
5.
6.
7.
Define the planning requirements for the system by Q2, 1997
Define user needs in terms of inputs and outputs by Q2, 1997
Conduct user and stakeholder meetings during Q1 and Q2, 1997
Develop the prototype and test, with a completion date of Q4, 1997
Conduct the pilot of system with completion by Q2, 1998, with the pilot lasting at least three months
Complete system acceptance and user documentation by Q3, 1998
Complete system installation at all locations by Q4, 1998
Project Management Methodology
PM Planning
Project Plan Format
Page 6
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Managing a project requires the balancing of three factors: resource, schedule,
and scope. These three factors are interrelated, i.e., a change in one of them
causes the others to change as well. The project trade off matrix shows the
relative importance of each factor:
Project Trade Off
Matrix and Status
Summary
•
constrained means the factor cannot be changed
•
accepted means the factor is somewhat flexible to the project
circumstance
•
improved means that the factor can be adjusted.
Also included on this page of the template is a matrix for project status. The
matrix reflects whether the technical, schedule, and cost estimates for each task
are behind, on schedule, or ahead of schedule. Comments are added for any
deviation from the original estimate. For each project, the unique teams or
phase should be filled in the appropriate category.
3. Project Tradeoff Matrix and Status Summary
Schedule
Scope
Resources
CONSTRAINED
ACCEPTED
IMPROVED
Identify variable to be CONSTRAINED, IMPROVED, ACCEPTED
+/- Status
Team/Phase
Technical
Schedule
Cost
Comment
Req
On
Ahead
On
Dev Team 1
On
Ahead
On
Dev Team 2
On
On
On
Testing
On
On
On
Completed this phase ahead of schedule,
on budget
Completed this phase ahead of schedule,
on budget
Completed this phase ahead of schedule,
on budget
Cannot be closed until installation is
complete
Behind
Behind
On
Installation
Project Management Methodology
Additional pieces of hardware were required
to complete statewide rollout causing impact
to technical, schedule & cost
PM Planning
Project Plan Format
Page 7
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
The project plan should include a description of the organization that defines
the persons responsible for the following types of functions: project manager,
development manager, quality assurance, and configuration management. A
project manager is required for every project.
Project Organization
Many plans may also include a narrative of key project member responsibilities.
This would include the personís name, project position, and key
responsibilities.
Small projects will require less organizational definition than larger projects,
but responsibilities should always be defined.
A sample project organization chart is shown in the following figure. Most
times this information is graphically presented.
4. Project Organization (Sample)
XX Technology
Project
Project Manager
PM Level 4
Subject Experts
Project Admin
PM Assist.
Software Task
Manager
PM - Level 3
Database
Manager
PM - Level 2
Desktop
Systems
Manager
PM - Level 1
Technical Lead
Project Resource
Task Manager
Hardware / Comm
Task Manager
Project Services
Task Manager
PM - Level 2
PM Level 3
PM - Level 3
Budgeting
Manager
PM - Level 1
Operating
Systems
Project Mgr
PM - Level 2
Project Management Methodology
Scheduling
Manager
Level 1
Project
Quality
Manager
Level 1
WAN
Manager
PM - Level 2
Training
Manager
PM - Level 2
LAN
Manager
PM - Level 2
External I&V
Contractor
Staff
Documentation
Manager
PM - Level 2
Integration
Manager
PM - Level 2
PM Planning
Project Plan Format
Page 8
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Activity sequencing involves dividing the project into smaller, more
manageable components (activities) and then specifying the order of
completion. The following figure shows: 1) activities organized in outline form,
and 2) activities in graph form.
Activity List
5. Activity List (Sample Work Breakdown Structure)
Provide an activity list (work breakdown structure) that describes each task required by the project, with a reference to the statement of work. For large projects,
work packages might be included that describe in detail how specific tasks will be completed by specific project teams. These work packages describe required
schedule, identify requirements to be completed and describe specific work to be performed
Activity #
Activity
Name
Activity Name
Description
# of
Days
Start
Date
1
Design
System Architecture
30
9/1/96
2
Develop
System Development
40
10/1/96
2.1
Code
Code Sub-routine
20
2.2
Integrate
Integrate Sub-routine
20
3
Testing
Testing System
30
11/10/96
4
Installation
State Rollout
35
12/15/96
4.1
Pilot
Pilot Installation
15
12/15/96
4.2
Statewide
Statewide Installation
20
01/15/96
5
Support
Provides User Support
60
12/30/96
4.1FS
6
Training
Provide User Training
20
12/15/96
4.1SS
7
Close-Out
Transfer System to
Operations
1
01/30/97
4.2FS + 5 day
lag
Dependency
Milestone
Detailed Design
IFS
Software Code
Completed Accept.
test of doc
4.1FS + 5 day
lag
Installation
Certificate
Training
Certificate
Legend:
FS = The specific task must finish prior to starting the identified task
SS = Two identified tasks start at the same time, but are not linked to finish at the same time.
FF = Two identified tasks finish a the same time, but are not linked to start at the same time.
Blank = Task has no dependency
Lag = Additional days can be added for reserve to ensure project stays on schedule.
Project Management Methodology
PM Planning
Project Plan Format
Page 9
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
The activity list can also be graphically presented as a work breakdown
structure and included in the project plan. The work breakdown structure,
describes each task required in the project. For large projects, work packages,
with a description showing how specific tasks are to be completed by specific
project teams, may also be included.
Work Breakdown
Structure
These work packages describe required schedules, identify requirements to be
completed and describe specific work to be performed. Refer to Activity
Definition and Sequencing for further information on activity sequencing and
development of a work breakdown structure. A sample graphical work
breakdown structure is shown in the following figure.
Work Breakdown
Schedule (WBS)
Management
Plan Project
Develop Project Plan
Update Project Plan
Track Project
Prepare status report
Collect/analyze
project metrics
Perform Quality
Activities
Prepare QA Plan
Conduct Reviews
Conduct Audits
Perform CM
Prepare CM Plan
Develop Project Library
Manage Change Board
Maintain Configuration
Items
Design
Prepare
Preliminary
Design
Develop Enterprise
Architecture
Prepare Data
Flow Diagrams
Prepare Logical
Data Model
Prepare Detailed
Design
Prepare Physical
Data Model
Prepare Data
Dictionary
Document
Design
Develop Design
Specification
Review Design
Development/
Integration
Develop
Software
Develop Server
Application
Develop User
Interface
Develop XYZ
Interface
Acceptance
Testing
Installation
Maintenance
Plan Acceptance
Test
Develop
Installation Plan
Hardware
Maintenance
Conduct
Acceptance Test
Site Preparation
Software
Maintenance
Develop Test
Report
Install at
Locations
Procure
Hardware
Headquarters
Site One
Procure Server
Procure Workstations
Procure Software
Packages
Procure Databases
Procure User Interface
Building Tool
Procure Operating
System
Perform
Integration
Testing
Convert Data
Develop Conversation
Plan
Develop User
Manual
Transition
Management
Project Management Methodology
PM Planning
Project Plan Format
Page 10
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Work Product
Identification
The list of project deliverables that includes the date due and the person
responsible for the delivery should be part of the plan. This information is
derived from the project activity list, and is expanded to include the assignment
of the deliverable to a specific author and tracking of delivery of the document.
A sample of the Work Product Identification Template is shown below.
6. Work Product Identification
Provide a list of all deliverables required by the project, the due date and the person responsible for the deliverable.
Deliverable Name
Due Date
Date Delivered
Point of Contact
Design Document
10/1/96
10/15/96
Joe Done
Test Plan
10/1/96
10/15/96
Joe Done
Installation Plan
11/1/96
11/1/96
Terrie Kelly
Source Code
12/1/96
Joe Done
Installation Certificate
1/30/97
Steve Hugh
Training Plan
10/1/96
Training Certificate
1/30/97
Project Management Methodology
10/15/96
Tim Wise
Tim Wise
PM Planning
Project Plan Format
Page 11
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
The project schedule included in the project plan can either be a GANTT or
PERT chart. It should include milestones, task dependencies, task duration,
work product delivery dates, quality milestones (reviews/audits/inspections),
configuration management milestones, and action items (with deadlines and
responsibilities). A sample project schedule is shown below.
Project Schedule
PERT Chart
7. Project Schedule (Sample)
Requirements
Definition (Analysis)
1
8/1/95
9/11/95
Prepare for Analysis
2
8/1/95
8/7/95
Define System
Requirements (Business)
3
ITDE(0.3),ITI
8/8/95
8/14/95
Analyze the Current
System
4
8/8/95
8/14/95
Develop and Evaluate
Alternative Solutions
6
8/15/95
8/21/95
Reaccess Application
Architecture
5
ITDBA(0.3)
8/8/95
8/14/95
Outline Transaction,
Security and Training
7
ITDBA(0.3)
8/15/95
8/21/95
Plan the Next Stage
8
8/22/95
8/28/95
Prepare Material for
Business Management
9
8/29/95
9/4/95
Conduct the Business
Management Review
10
9/5/95
9/11/95
RD Approved by IS Dir,
DMA Dir, Cust Sponsor
11
9/11/95
9/11/95
Approval to Proceed to
Next Stage
12
9/11/95
9/11/95
Project Management Methodology
PM Planning
Project Plan Format
Page 12
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
GANTT Chart
7. Project Schedule (Sample)
Activity Name
April 1996
May 1996
June 1996
July 1996
31 7 19 21 28 5 12 19 26 2 9 16 23 30 7 14
2.0
Design
2.1
Prepare Preliminary Design
2.1.1 Develop Enterprise Architecture
2.1.2 Prepare Data Flow Diagrams
2.1.3 Prepare Logical Data Module
2.2
Prepare Detailed Design
2.2.1 Prepare Physical Data Module
2.2.2 Prepare Data Dictionary
2.3
Document Design
2.3.1 Develop Design Specification
2.4
Design Review
Plan
Actuals
Projected
31 7 19 21 28 5 12 19 26 2 9 16 23 30 7 14
Project Management Methodology
PM Planning
Project Plan Format
Page 13
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Estimate Cost at
Completion
This estimated cost at completion is an assessment of the total project effort in
terms of either time or dollars. The template provides space for both types of
analyses.
8. Estimated Cost at Completion
WBS
Activity Description
2.0
DESIGN
2.1
Prepare Preliminary Design
Analysis in Hours
Analysis in Dollars
Res Budget Actual Est to
Est @ Variance
# hours hours Complete Complete (+=More)
Budget Actual
Est to
Est @
Variance
hours hours Complete Complete (+=More)
25,000
900
1,150
0
1,150
250
90,000 115,000
0
115,000
2.1.1
Develop Enterprise Architecture
400
500
0
500
100
40,000
50,000
0
50,000
10,000
2.1.2
Prepare Data Flow Diagrams
300
250
0
250
(50)
30,000
25,000
0
25,000
(5,000)
2.1.3
Prepare Logical Data Module
40,000
2.2
Prepare Detailed Design
3
5
200
400
0
400
200
20,000
1,000
640
408
1,048
48
100,000 64,000
0
40,000
20,000
40,8000
104,800
4,800
2.2.1
Prepare Physical Data Model
600
600
8
608
8
60,000
60,000
800
60,800
800
2.2.2
Prepare Data Dictionary
400
40
400
440
40
40,000
4,000
40,000
44,000
4,000
430
0
430
430
0
43,000
0
43,000
43,000
0
430
430
0
43,000
0
43,000
43,000
0
1676
5,256
646
167,600
525,600
59,600
2.3
2.3.1
2.4
Document Design
2
Develop Design Specification
Design Review
Total for the Project
Project Management Methodology
430
10
160
4,820
3,620
466,000 358,000
PM Planning
Project Plan Format
Page 14
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Resource Loading
Profiles
The staffing plan shows the number of personnel, by type, that are required on
the project on a monthly basis. A sample is included. This information is
compared monthly on a planned versus actual basis. Refer to the Resource
Planning section for further information about resource planning. For small 1 2 person efforts, a graph should not be necessary.
9. Project Staffing Plan (Sample)
90
Plan
80
Actual
Projected
70
Staff Per Week
60
50
40
30
20
10
0
Dec -í95
Feb - ë96
Apr -í96
Jun -í96
Aug -í96
Oct -í96
Dec -í96
Jan -í96
Mar -í96
May -í96
Jul -í96
Sep -í96
Nov -í96
Project Management Methodology
PM Planning
Project Plan Format
Page 15
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Project Requirements
The detailed listing of project requirements, with references to the statement of
work, work breakdown structure, and specifications, is included. Refer to TopLevel Requirements Specification. A sample listing is shown in the figure
below.
10. Project Requirements
No.
Requirement
RFP
Reference
SOW
Reference
Task
Reference
Specification
Reference
Completed Comments / Clarification
1.
The system shall incorporate a well
defined help function
2.2.10
2.4.2
S01230
S01230
SSS 3.2.6.4
Yes
2.
Function key macros and /or other
shortcut techniques shall be provided
for ìpower usersî
2.2.10
S01230.1
S01230.1
SSS 3.2.6.4
Yes
3.
The system shall require each user to
sign on to the system with a password
2.2.10
2.4.2
S01230
S01230
SSS 3.2.6.1
Yes
4.
The average response time to all
entries shall be 1/2 second or less.
2.2.10
S01230.1
S01230.1
SSS 3.2.6.1
Yes
5.
Any data item shall only have to be
entered once.
2.2.10
2.4.2
S01240
S01240
SSS 3.2.6.1
Yes
Yes
6.
7.
8.
9.
10.
SOW = Statement of Work
Risk Identification
Project Management Methodology
A description of the risks identified for the project is included. A risk is
PM Planning
Project Plan Format
Page 16
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
anything that could
potentially affect the
successful completion of
the project. The
contractual, management,
and technical risks associated are identified and assessed for the probability of
the risk occurring, the cost to correct if the risk occurs, the impact of the risk on
the project, and the suggested mitigation activities and cost of mitigation. Refer
to Risk Identification section for further information.
11. Risk Identification
Category
Prob
Imp
Risk
Migation Approaches
Personnel Availability
High
Med
Personnel developing the sytem did
not participate in the design effort,
resulting in less understanding of
the system functionality
Ensure that specifications/overview
documents contain sufficient information
to allow new personnel to understand
system
Personnel Skills
Low
High
Personnel assigned to project will
not have skills to perform work
Since contractor provided quality
personnel in design effort, anticipate that
skills will be met.
Schedule
Med
High
Completed system (i.e., the system
ready for use) not delivered within
18 month timeframe.
Break project into smaller segments to
ensure schedule being maintained
Cost
Med
High
Proposed budget does not reflect all
required activities.
Review costing to ensure that all state
organization activities reflected.
Change Control
Med
Med
System requirements will change
during the developement time.
Ensure that a change control process is
established that limits changes to those
essential to business
MANAGEMENT
Project Management Methodology
PM Planning
Project Plan Format
Page 17
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
The Configuration Management Plan, which defines the person responsible for
project configuration management, the procedures used, the planned
configuration items, planned release dates for configuration items, and
resources required to conduct Configuration Management, is included. This
Configuration Management Plan is summarized in a format depicted in the
figure below. Refer to the Configuration Management section for further
information on configuration management planning.
Configuration
Management Plan
12. Configuration Management Plan
Provide a configuration management plan that defines the person responsible for project configuration management, the procedures that will be used, the
planned configuration items, planned release dates for configuration items, and resources required to conduct CM.
CM Responsibility
Manager: J. Smith
Additional Staff for CM:
No additional staff anticipated
Procedure Reference: EDD CM-01 to CM-03
Configuration Items: Ensure that CM is implemented throughout the projectís life cycle.
No.
Item
Comments
1.
System / Management / PPlan
Project Plan
2.
System / Req / Sys Spec
System Specification
3.
System / Test / TPlan
Test Plan
4.
System / Management / TPlan
Implementation
Ensure that project has a respository for storing configuration items and associated CM records. Briefly describe.
QA Audits will occur as included on the project schedule
Project Management Methodology
PM Planning
Project Plan Format
Page 18
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
The Quality Plan, which defines the person responsible for project quality
activities, the procedures used, the planned quality activities, and resources
required to conduct QA activities is summarized in the project plan. Refer to
the Quality Plan Development section for further information on quality
planning. The QA Plan is summarized in a format illustrated in the figure
below.
Quality Plan
13. Quality Plan
Provide quality plan that defines the person responsible for project quality assurance, the procedures that will be used and resources required to conduct quality
assurance.
QA Responsibility
Manager: M. Anderson
Additional Staff for QA:
Support needed by lead design and development members
Procedure Reference: EDD QA01 to QA-10
Planned Quality Event: Ensure the QA is implemented throughout the projectís life cycle. Dates include QA audits and reviews,
design walkthroughs and other project activities that QA staff will participate in.
No.
Item
Comments
1.
Requirement Review
2.
Code Walk Through
11/1/96
3.
User Interface Prototype
11/15/96
4.
Testing Audit
12/13/96
Due
10/1/96
Ensure that project has a respository for storing configuration items and associated QA records. Briefly describe.
QA records are stored w/project CM material
Ensure that QA audits the baselines and CM activities on a regular basis. Briefly describe.
Defined on detailed schedule
Project Management Methodology
PM Planning
Project Plan Format
Page 19
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Included is the list of known issues associated with the project, personnel
responsible for resolving the issue, and an associated open and close date, with
proposed or recommended solutions. See the figure below and refer to the
Change and Issue Management section for further information about issue
management.
Top Five Issues
14. Top Five Issues
Closure
Date
Responsible
Individual
Open Date
Change order pending
for accounts payable
processing
A. Smith
4/5/96
Estimated release date
4/15/96
Enhancement number 1
inactive; requirements
still not defined
D. Hall
4/1/96
Awaiting input from
Jim who needs to meet
with Bob on 3/15/96 and
then draft specification
Out of scope item on
month end processing
must be decided
A. Smith
2/15/96
3/1/96
Determined effort was
out of scope. No action
to be taken
Configuration Item
Status Reporting system
not yet installed
B. Jones
1/15/96
1/25/96
System installed and
operational. Baselines
entered into CM.
Issue Description
Project Management Methodology
PM Planning
Status
Project Plan Format
Page 20
Project Management Planning
Project Plan Format
Initial Release
1.0
Date:
January 1997
Action Item Status
The plan should include a list of action items, that are maintained as part of
project tracking. A sample table is included as part of the template and shown
here.
15. Action Item Status
Maintain a list of action items, including a description of the item, a point of contact, a date by which action should be taken and a description of the action taken
to close items.
Action
Item #
Action Item Description
0001
Document Flow for hardware acq
0002
Check status of subcontract
agreement
0003
Organize team meeting to review
support requirements
0004
Contact W. Smith regarding
coordination of delivery
0005
PMP updates Past Due
References:
Project Management Methodology
Responsible
Individual
Open
Date
Closure
Date
Status
Developing Flow
R. Smith
8/1/96
B. Hill
8/2/96
8/4/96
Signed and Executed
M. Jones
8/1/96
8/2/96
Meeting scheduled for
8/12/96
B. Hill
8/3/96
C. White
8/4/96
Required by 8/10/96
The template for the Project Management Plan is included in Appendix B:
Templates & Sample Forms.
PM Planning
Project Plan Format
Page 21