SDLC Right-sizing by TK1yo0V0

VIEWS: 0 PAGES: 11

									                             Ministry of Forests and Range
                      Systems Development Life Cycle (SDLC)
                  Right-sizing Checklist for INTERMEDIATE Projects

                                                      Version 1.4
                                                   September 30, 2009


Summary:

This checklist is for projects which fall into the ‘Intermediate’ right-sized category.

This right-sizing checklist has been provided as step 2 of a two step process to
determine your project’s right-sizing category and resulting deliverables for the project.
This will allow projects to have a clearer understanding of the required
deliverables/outcomes that must be delivered for a systems development project at the
Ministry of Forests and Range.

A project manager should use this checklist to confirm the deliverable requirements for
their project. Project Managers can request exceptions to the deliverable list
determined by the right-sizing formula and resulting category. This checklist is also
used to obtain signoff for phase/gate completion and to record dates of deliverable
signoffs.

Steps during the Initiation Phase:

   1. Fill in the Project Name and the Date Completed
   2. Complete the following 2 columns of the checklist for the deliverable(s) in
      question, and provide a justification for the exception i.e. deliverable will not be
      included in the project scope, or vice versa.
                               Justification for
                   Requested
                   Exception



                               exception




                               If you have an exception, it is
                               mandatory that you fill in a justification
                               for the exception here.
                               Example:

                               The XXXX deliverable will not be
                               produced because it has been provided
                               in an earlier release of the system and
                               no changes are required.


SDLC Right-sizing Checklist for Intermediate Projects                           Page 1
   3. Review the requested exceptions with the IMG Manager, the Project Sponsor
      and the Project Office and obtain signoff of the reviews.
   4. Receive signoff by the Project Sponsor.

Any discrepancies or issues should be negotiated up front with the IMG Project
Manager and Project Sponsor, and a final list of deliverables must be agreed to (signed
off). If changes are required later in the project, the changes must be signed off by the
appropriate parties.

Steps during all Phases and for Phase/Gate Signoff:

   1. For each deliverable required for the project, please fill in the “date of sign off on
      the deliverable” column.
   2. At the end of each phase, Project Managers must remember to obtain sign-off
      from the Project Sponsor and the IMB Director (Expense Authority) on this
      checklist after completing one phase before proceeding to the next phase.
   3. A scanned copy of the signed off Checklist is to be submitted to the Project
      Office at the end of each phase. These will be filed by the Project Office on the
      Project’s ftp folder along with the other PM documents submitted to the Project
      Office.
   4. A scanned copy must also be submitted to the Project Office prior to submitting
      any Change Management Test Migration Request or Change Management
      Production Migration Request so that the Project Office can confirm completion
      of deliverables and signoffs at the Change Management Meeting.

Table 1 – Deliverable Checklist for ‘Intermediate’ Projects

Notes:
    This table is used, once you have determined that your project falls into the
       ‘Intermediate’ right-sizing category.
    The level of detail required for a deliverable may vary for this right-sizing
       category. Please follow the applicable standards/templates for completing the
       deliverable.
    The Project Manager must determine which Optional items are applicable to the
       project. These conditions are noted in the "Applicability" column. If the
       conditions apply, then the deliverable becomes mandatory for the project.
    The Project Manager can ask that a Mandatory deliverable be excluded if they
       can justify that it does not apply to their project.
    For Infrastructure/Pure Technology projects the exceptions to the deliverables
       are shown in the “Technology projects” column. E.g. if the deliverable is N/A,
       and the rest are right-sized.




SDLC Right-sizing Checklist for Intermediate Projects                          Page 2
Project Name:                                  ________________________________

Date Checklist Completed:                      ________________________________


Phase        Right-sizing




                                                                                                Justification for
             Category 




                                Intermediate




                                                              Applicability
                                                 Technology




                                                                                    Requested




                                                                                                                             OR date of

                                                                                                                             deliverable
                                                                                                                             sign-off on
                                                                                    Exception



                                                                                                Exception
             Deliverables




                                                 projects
             (below)


Initiation   Project Charter    M                             Create if not
                                                              available, or
                                                              Update
             ISP Project        O                             Mandatory if
             Form                                             capital
                                                              funding
                                                              requested
             Business Case      M                             Mandatory if
                                                              capital
                                                              funding
                                                              requested
             TB Submission      O
             Master Project     O                             Mandatory if
             Plan                                             capital
                                                              funding
                                                              requested
             Right-sizing       M
             Calculator &
             Checklist
                                                                       Sponsor’s
SIGN-        Initiation Phase   M                By:                  Signature:
             before moving on                                        Print Name:
OFF          to Planning                                                    Date:
                                                                             IMB
                                                                       Director’s
                                                                       signature:
                                                                     Print Name:
                                                                            Date:
Planning     Project Kick-off   M
             Meeting

             Master Project     M
             Plan and WBS
             Procurement        M
             Documents
             Communication      M
             Plan
             Quality            M



SDLC Right-sizing Checklist for Intermediate Projects                                                               Page 3
Phase       Right-sizing




                                                                                         Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                             Requested




                                                                                                                      OR date of

                                                                                                                      deliverable
                                                                                                                      sign-off on
                                                                             Exception



                                                                                         Exception
            Deliverables




                                               projects
            (below)


            Management
            Plan
            Risk                M
            Management
            Plan
            Resource            O
            Management
            Plan
            Budget and          O
            Cost
            Management
            Plan

            Retirement/         O
            Archive Plan
            Draft PIA           M

            Draft Records       M
            Impact
            Assessment
                                                                Sponsor’s
SIGN-       Planning Phase      M              By:              Signature:
            before moving on                                  Print Name:
OFF         to Analysis                                              Date:
                                                                      IMB
                                                                Director’s
                                                                signature:
                                                              Print Name:
                                                                     Date:
Analysis    Process Model       O              n/a          Mandatory if
                                                            processes
                                                            are being
                                                            changed
            Business            M
            Requirements
            Document
            Logical Data        M              n/a          Mandatory if
            Model, Codes                                    there is a
                                                            new data
                                                            model
                                                            required or
                                                            are there
                                                            data model


SDLC Right-sizing Checklist for Intermediate Projects                                                        Page 4
Phase       Right-sizing




                                                                                              Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                                  Requested




                                                                                                                           OR date of

                                                                                                                           deliverable
                                                                                                                           sign-off on
                                                                                  Exception



                                                                                              Exception
            Deliverables




                                               projects
            (below)

                                                            changes
                                                            required to an
                                                            existing data
                                                            model, or if
                                                            ESF schema
                                                            changes
                                                            required.
            Business            O
            Solutions
            Options
            Business            O              n/a
            Prototype
            Implementation      M
            Plan
            Data                O                           Mandatory if
            Conversion                                      there are
                                                            conversion
            Requirements                                    reqts
            User                M
            Acceptance
            Test Plan
            Data                M
            Management
            Plan
            Reviewed            M
            Project Plan
            PIA                 M

            Capacity Plan       M

            Impact Analysis     M                           Mandatory if
                                                            other
                                                            systems
                                                            impacted.
            Architecture        M
            Review
            Document
                                                                     Sponsor’s
SIGN-       Analysis Phase      M              By:                  Signature:
            before moving on                                       Print Name:
OFF         to Design                                                     Date:
                                                                           IMB
                                                                     Director’s



SDLC Right-sizing Checklist for Intermediate Projects                                                             Page 5
Phase       Right-sizing




                                                                                              Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                                  Requested




                                                                                                                           OR date of

                                                                                                                           deliverable
                                                                                                                           sign-off on
                                                                                  Exception



                                                                                              Exception
            Deliverables




                                               projects
            (below)

                                                                     signature:
                                                                   Print Name:
                                                                          Date:
Design      Design              M              n/a
            Specifications
            Document
            User Interface      O              n/a          Mandatory if
            Spec                                            User
                                                            Interface
                                                            changes
            Reporting Spec      O              n/a          Mandatory if
                                                            reporting
                                                            changes.
            Physical Data       M              n/a          Mandatory if
            Model and                                       there is a
                                                            new data
            Metadata                                        model
                                                            required or
                                                            are there
                                                            data model
                                                            changes
                                                            required to an
                                                            existing data
                                                            model, or if
                                                            ESF schema
                                                            changes
                                                            required.
            Technical           O
            Prototype
            Data                O              n/a          Mandatory if
            Conversion                                      there are
                                                            data
            Spec                                            conversion
                                                            requirements
            Infrastructure      O                           Mandatory if
            Request                                         there are
                                                            infrastructure
                                                            changes
            User                M                           Mandatory if
            Acceptance                                      user is
                                                            impacted
            Test Plan
            QA Test Plan        O                           Draft in
                                                            Design
                                                            Phase.
                                                            Mandatory in
                                                            next phase.


SDLC Right-sizing Checklist for Intermediate Projects                                                             Page 6
Phase       Right-sizing




                                                                                              Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                                  Requested




                                                                                                                           OR date of

                                                                                                                           deliverable
                                                                                                                           sign-off on
                                                                                  Exception



                                                                                              Exception
            Deliverables




                                               projects
            (below)


            Implementation      M
            Plan
            Training Plan       O                           Mandatory if
                                                            training
                                                            required.
            Reviewed            M                           Mandatory if
            Project Plan                                    plan changes


            Architecture        M
            Review
            Document
            Training Team       O                           Mandatory if
            Kickoff Meeting                                 training
                                                            required.


                                                                     Sponsor’s
SIGN-       Design Phase        M              By:                  Signature:
            before moving on                                       Print Name:
OFF         to Development                                                Date:
                                                                           IMB
                                                                     Director’s
                                                                     signature:
                                                                   Print Name:
                                                                          Date:
Develop     Application         M              n/a
ment        Development

            Online Help         O              n/a          Mandatory if
            Development                                     there are
                                                            user interface
                                                            changes
            Data                O              n/a
            Conversion
            Application
            Development
            Application         M              n/a
            Code Review
            Results
            Developer Test      M              n/a
            Results
            User                M
            Acceptance


SDLC Right-sizing Checklist for Intermediate Projects                                                             Page 7
Phase       Right-sizing




                                                                                         Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                             Requested




                                                                                                                      OR date of

                                                                                                                      deliverable
                                                                                                                      sign-off on
                                                                             Exception



                                                                                         Exception
            Deliverables




                                               projects
            (below)


            Test Plan
            QA Test Plan        M

            Migration           O                           Mandatory if
            Package                                         any release
                                                            to be
                                                            migrated to
                                                            TEST or
                                                            PROD.
            Change          M
            Management
            Test Request
            Implementation M
            Plan
            Data            O                  n/a          Mandatory if
            Conversion Plan                                 there are
                                                            Data
                                                            Conversion
                                                            requirements.
            Records Impact      M
            Assessment
            Architecture        M
            Review Doc
            Infrastructure      O                           Mandatory if
            Request                                         there are
                                                            infrastructure
                                                            changes.
            QA Test Scripts     M              n/a


            User                O              n/a          Draft version,
            Procedures                                      mandatory if
                                                            there are
            Manual                                          user
                                                            procedure
                                                            changes
            Operations          O                           Draft in this
            Manual                                          stage, if
                                                            required.
            Training Plan       O                           Mandatory if
                                                            training
                                                            required.
            Maintenance         M
            Plan


SDLC Right-sizing Checklist for Intermediate Projects                                                        Page 8
Phase       Right-sizing




                                                                                              Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                                  Requested




                                                                                                                           OR date of

                                                                                                                           deliverable
                                                                                                                           sign-off on
                                                                                  Exception



                                                                                              Exception
            Deliverables




                                               projects
            (below)


            Reviewed            M                           Mandatory if
            Project Plan                                    there are
                                                            changes to
                                                            Project
                                                            Schedule.
            User Training       O                           Mandatory if
            Material                                        training
                                                            required.
                                                                     Sponsor’s
SIGN-       Development         M              By:                  Signature:
            Phase before                                           Print Name:
OFF         moving on to                                                  Date:
            Implementation                                                 IMB
                                                                     Director’s
                                                                     signature:
                                                                   Print Name:
                                                                          Date:
Impleme     User                M
ntation     Acceptance
            Test Results
            Quality             M
            Assurance
            Results
            Change              M
            Management
            Prod Request
            Data                O              n/a          Mandatory if
            Conversion Plan                                 there are
                                                            data
                                                            conversion
                                                            requirements.
            Data                O                           Mandatory if
            Conversion                                      there are
                                                            conversion
            Results                                         requirements.
            Data Loading        O              n/a          Mandatory if
            Plan                                            there are
                                                            data loading
                                                            requirements.
            User Training       O                           Mandatory if
            Material                                        training
                                                            required.

            User                O              n/a          Final version,
            Procedures                                      mandatory if



SDLC Right-sizing Checklist for Intermediate Projects                                                             Page 9
Phase       Right-sizing




                                                                                          Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                              Requested




                                                                                                                        OR date of

                                                                                                                        deliverable
                                                                                                                        sign-off on
                                                                              Exception



                                                                                          Exception
            Deliverables




                                               projects
            (below)


            Manual                                          there are
                                                            user
                                                            procedure
                                                            changes.
            Operations          M                           Final version,
            Manual                                          if required.


            Maintenance         M
            Plan

            Handover Plan       M

                                                                Sponsor’s
SIGN-       Implementation      M              By:              Signature:
            Phase before                                      Print Name:
OFF         moving on to                                              Date:
            Close-Out                                                   IMB
                                                                 Director’s
                                                                 signature:
                                                              Print Name:
                                                                      Date:
Close-      Project             M                           Mandatory if
out         Documentation                                   there is
                                                            documentatio
                                                            n to be filed.
            Project             M
            Evaluation
            Contracts           O                           Mandatory if
            Closed                                          contract is
                                                            complete.
            Resources and       O
            Staff Released
            Project Records     M
            Complete
            Next Steps          O
            Documented
            Project             M
            Completion
            Checklist
            Post Training       O                           Mandatory if
            Survey                                          training was
                                                            conducted
            Post                O


SDLC Right-sizing Checklist for Intermediate Projects                                                         Page 10
Phase       Right-sizing




                                                                                          Justification for
            Category 




                                Intermediate




                                                            Applicability
                                               Technology




                                                                              Requested




                                                                                                                        OR date of

                                                                                                                        deliverable
                                                                                                                        sign-off on
                                                                              Exception



                                                                                          Exception
            Deliverables




                                               projects
            (below)


           Implementation
           Review
CONTROL PROCESS
Deliverables (during all
phases)*:
           Status Reports       M

            Issues Logs         M

            Meeting Minutes M

            Risk                M                           Mandatory if
            Assessment                                      there are any
                                                            risks.
           Project Decision M
           Request
           Change             M
           Request
           Change Log         M
           Contract           M
           Administration
           Documents
           Team Charter       O
           Project            M
           Repository
           Threat Risk        M
           Assessment
           Lessons            M
           Learned Review
*Control deliverables are also right-sized by simple/intermediate/complex.

Reviewed by:         ______________________                                  ______________________
                     Project Office                                         IMB Director

                     Date: _________________                                Date: ___________________

Reviewed&
Accepted by:         ______________________                                 ________________________
                     Project Sponsor                                        Date



SDLC Right-sizing Checklist for Intermediate Projects                                                         Page 11

								
To top