Project Wbs Cost Reporting - Excel

Document Sample
Project Wbs Cost Reporting - Excel Powered By Docstoc
					System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                Del Name & #               Dur. Est.   Critically   Skill
                                                                                                                                       Depend
1.0 Phase Initiate – Obtaining agreement                             on    the     business     N/A

          requirement and charting the project.
1.1 Activity Develop the Business Requirement – Establish a common N/A
             understanding of the base requirements that are to be addressed by
             the project.
1.1.1 Task        Create the Product Description – define, scope, and give context to the product & Product Description                             PM
                  services that the project will be chartered to develop, deliver, and support.
1.1.2 Task        Prepare and Review the Product description – depending on audience Project Proposal, Document Approval
                  preference, summarizes the content of the product description into an executive
                  summary and deliver it or prepare and conduct a review of the product description.
                  Obtain approval to charter a project that will assign initial planning resources to
                  develop the project plan.
1.2 Activity      Charter the Project – Obtain the commitment and agreement N/A
                  between the sponsor and project team indicating how the project will
                  be conducted and who needs to be involved.
1.2.1 Task     Create the Project Charter – define the mission, authority, and level of project Project Charter                                     PM
               planning and controls necessary for the project, and indicate the personnel or
               groups expected to be involved in the project. Assign the project manager,
               sponsor, and any required resources to complete the overall project planning.
               Project Proposal Approved by
1.2.1.1 Milestone                                                                               N/A                                                 PM
2. Phase Plan – Creation and approval of the core work plan and N/A
                  facilitating plans which will guide project execution and
                  control.
2.1 Activity Develop the Core Work Plan (CWP) – The development of the work N/A
             scope, supporting schedule, budget, and project organization that
             focuses and guides the project work effort.
2.1.1 Task        Develop the Scope Statement – Develop the scope statement with the customer CWP – Scope Statement                                 PM
                  that indicates an agreement on work scope, project objectives and measurements,
                  hi-level deliverables, assumptions, and completion criteria.




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                    1
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                   Del Name & #                              Dur. Est.   Critically   Skill
                                                                                                                                                         Depend
2.1.2 Task        Develop the WBS – Define the work Activities, sequencing, effort estimates, and CWP – WBS                                                           PM
                  deliverables. Indicate the type of resource(people, equipment, materials, facilities)
                  needed to complete the work activities. Review and obtain agreement of the WBS
                  work activities with the customer, sponsor, and management of other groups
                  expected to support the project.
2.1.3 Task        Develop the Project Schedule – Develop approximate cost estimates of all the CWP – Schedule and Budget Projection                                   PM
                  types of resources. Build a project schedule from the WBS and cost estimates.
                  Produce a time-phased cost budget from the schedule.
2.1.4 Task        (Note) On large projects a feasibility study maybe a major phase prior to detailed CWP – Feasibility and Recommendations
                  planning. On very small or maintenance project the feasibility may be limited to
                  cost/benefit assumption and recommendations. This project is considered a small
                  project.
                  Determine the Project Feasibility and Recommendation – Approximate and
                  define the life span of the product or service being delivered. Approximate and
                  define a dollar value for soft and hard benefits and any cost reduction or avoidance
                  that may be the result of the product or service delivery. Chart or summarize the
                  information and provide a recommendation
2.1.5 Task        Organize Project & Staff Acquisition – provide an overall framework to describe CWP – Organization                                                  PM
                  the roles, responsibilities and membership of the Project. Obtain the staff needed for
                  the core team and staff need from other groups in the organization that will be cross-
                  committed to the project. Obtain from management commitment of all non-
                  contracted personnel. (Note– any contracted staff is acquired via the contract
                  activity, however none are planned for this project.)
2.2 Activity      Develop the Facilitating Plans for Controls (FPC) – The plans for N/A
                  ongoing work required to ensure that the project can anticipate
                  possible problems, solve, and make coordinated work plan
                  adjustments.
2.2.1 Task        Risk Management – Determine which risks are likely to affect the project, evaluate FPC – Risk Id and Mgmt
                  potential risk outcomes and indicators, define plan to respond to key risks indicators.

2.2.2 Task        Change Management – Outline a simple change management process to FPC – Chg Mgmt
                  coordinate approved changes in the project plan.
2.2.3 Task        Project Standards, Approval, And Document Controls – Define and setup the FPC – Stds, Apvls, Cntls
                  documentation standards, document storage locations, project notebook, document
                  approval and promotion process, and securities.


9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                      2
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                        Del Name & #                 Dur. Est.   Critically   Skill
                                                                                                                                                 Depend
2.2.4 Task        Communication Plan and Management – Outline a plan that identifies “who”              FPC – Comm. Plan & Mgmt
                  needs “what” communications, in “what” media, “how” often and by “whom”.
2.2.5 Task        Status Reporting – Define how status will be reported, by whom, how often, and in     FPC – Status Rptg
                  what formats and media.
2.2.6 Task        Procurements & Contracting – Determine what to procure and when, document             FPC – Proc. & Cntrkg
                  requirements and identify potential sources.
2.2.7 Task        Quality Assurance – Identify the project’s relevant quality standards and determine   FPC- QA
                  how to satisfy them.
2.2.8 Task        Time Tracking – Determine what level to track time at, how time will be tracked,      FPC – Time Tracking
                  how frequently, and administer the time tracking activities.
2.2.9 Task        Issue and Decision Management – Determine process for raising and resolving           FPC – Iss. & Decision Mgmt
                  project issues that impact the scope, schedule, cost or quality of the project.
2.3 Activity Develop the Project Plan – Integrating the results of the other N/A
             planning activities into a coherent document to guide the project
             execution and control.
2.3.1 Task     Plan Integration – Summarize and incorporate the outputs of the planning Project Plan
               activities into a single reference document – the <project name> Project Plan. The
               plan is the reference document for work to be performed by all involved in the
               project and must be made easily accessible to all in electronic format.
2.3.2 Task     Plan Presentation and Review – Distribute, review and obtain approval of the Presentation, & Document Approval
               project plan from the project directing authoritie(s) and managers who have staff
               assigned to the project.
2.3.2.1 Milestone and Schedule Approved by
               Plan                                                                               N/A                                0                        PM
3.0 Phase Executing                                                                               N/A
                  System Maintenance includes changes or enhancements to an existing system to
                  improve user productivity and/or system efficiency.
                  Note: The time it takes to perform each of these activities may be quite short
                  (perhaps a few hours or less) or may be up to a few weeks, depending upon the
                  nature of the change, and how familiar the systems people and users are with one
                  another, with user procedures, and with the application.
                  Note: Information pertaining to IT Standards and Policy can be found on the OIS
                  Website, under either Information Systems Engineering or IT Standards/Policy.




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                              3
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                     Del Name & #                                     Dur. Est.   Critically   Skill
                                                                                                                                                  Depend
3.1 Activity Requirements Definition                                                 N/A
                  Note: The entry criteria for this phase includes:
                  *Authorized, dated, written request
                  *Sponsor, resources and charge back codes are clearly identified
                  *Ball park estimate of time/scope
3.1.1 Task        Review Request                                                     N/A

3.1.1.1 Subtask      Verify entry criteria                                           Understanding of request
3.1.1.2 Subtask      Determine system(s) affected                                    Project Control Document

3.1.1.3 Subtask      Background work-questions to ask                                N/A
3.1.1.4 Subtask      Your ideas about the request                                    N/A

3.1.1.5 Subtask      Possible system impact                                          N/A
3.1.1.6 Subtask      Initiate project control document                               N/A

3.1.2 Task        Meet with Users to clarify request                                 N/A

3.1.2.1 Subtask      Schedule meeting with user                                      Clarified request

3.1.2.2 Subtask      Give your understanding of the request                          N/A

3.1.2.3 Subtask      Ask for clarification                                           N/A
3.1.2.4 Subtask      Ask for timeframe                                               N/A

3.1.3 Task        Modify request requirements                                        N/A
3.1.3.1 Subtask      List of issues and assumptions                                  Requirements Document (template available)

3.1.3.2 Subtask      List of exclusions and constraints                              N/A
3.1.3.3 Subtask      Review with user                                                N/A

3.1.3.4 Subtask      Modify as necessary and review again                            N/A

3.1.4 Task        User approval of requirements                                      Explicit written User approval on requirements
                                                                                     (template available)



9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                               4
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                  Del Name & #                              Dur. Est.   Critically   Skill
                                                                                                                                                        Depend
3.1.4.1 Subtask      Document explicit User approval on requirements
3.2 Activity High Level Analysis & Design                                                         N/A

                  Note: The entry criteria for this phase includes:
                  *Requirements document
                  *Explicit written User approval on requirements
                  *A list of assigned staff (probably analyst only at this time)
                  *Project Control document
3.2.1 Task        Research and documentation                                                      N/A

3.2.1.1 Subtask      Research, identify, and document parts of applications/systems that may be   High Level Analysis and Design Document
                     affected                                                                     (template available)
3.2.1.2 Subtask      Document each possible solution.                                             N/A

3.2.1.3 Subtask      Document pros/cons of each                                                   N/A

3.2.1.4 Subtask      Document assumptions and constraints for each                                N/A
3.2.1.5 Subtask      Estimate time and scope                                                      N/A




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                     5
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                   Del Name & #                                       Dur. Est.   Critically   Skill
                                                                                                                                                                  Depend
3.2.2 Task      Review High Level Analysis and Design document with sponsors                       N/A
3.2.2.1 Subtask   Review the High Level Analysis and Design document with your approving           Explicit written Sponsor approval of agreed upon
                  authority.                                                                       alternative (template available)
3.2.2.2 Subtask   Schedule a meeting with Sponsors                                                 N/A

3.2.2.3 Subtask   Present High Level Analysis and Design document                                  N/A
3.2.2.4 Subtask   Listen to User feedback and answer questions                                     N/A
3.2.2.5 Subtask   Reach agreement on selected alternative                                          N/A
3.2.2.6 Subtask   Obtain explicit written Sponsor approval of agreed upon alternative              N/A
3.2.3 Task      Staff Requirements                                                                 N/A

3.2.3.1 Subtask      Develop/determine staff needs/skills                                          Staff Requirements/skills assessment document
                                                                                                   (template available)

3.2.3.2 Subtask      Document the staff needs/skills                                               N/A
3.2.3.3 Subtask      Send needs/skills assessment to approving authority                           N/A
3.3 Activity Detailed Analysis and Design                                                          N/A

                Note: The entry criteria for this phase includes:
                *High Level Analysis & Design Summary document
                *Explicit written Sponsor approval of agreed upon alternative
                *OIS resources assigned to project by your approving authority
                *Business resources assigned to project by the Sponsor
3.3.1 Task      Document system changes needed to meet User requirements.                          N/A
3.3.1.1 Subtask   Identify areas of change such as files, programs, jobs, modules, etc.            Resource Requirements (template available)
3.3.1.2 Subtask   Develop system test plan, including the system test environment and data.        System Test Plan

3.3.1.3 Subtask      Team roster and resource assignments.                                         N/A
3.3.1.3.1            Develop internal teams and responsibilities (analysts, developers, testers,   N/A
Subtask              trainers)
3.3.1.3.2            Assign resources to the teams                                                 N/A
Subtask
3.3.2 Task        Document detailed specifications of the changes to the objects defined in 3.1. N/A




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                               6
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                    Del Name & #                                      Dur. Est.   Critically   Skill
                                                                                                                                  Depend
3.3.2.1 Subtask      Identify areas of change within each object.   Detailed Analysis and Design document (template
                                                                    available)




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                               7
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                       Del Name & #                                        Dur. Est.   Critically   Skill
                                                                                                                                                       Depend
3.3.2.2 Subtask      Develop a unit test plan for each object.                         N/A
3.3.3 Task        Review Detail Design                                                 N/A
3.3.3.1 Subtask      Review Detail Design with Approving Authority                     Detailed Analysis and Design approval
3.3.4 Task        Revise plan                                                          N/A

3.3.4.1 Subtask      Revise timeline, scope, WBS, according to further detail.         Written approval of revised timeline and scope by
                                                                                       Approving Authority (template available)
3.3.5 Task        Implementation Plan                                                  N/A

3.3.5.1 Subtask      Develop a preliminary implementation plan.                        Preliminary Implementation Plan (template
                                                                                       available)
3.4 Activity Construction                                                              N/A
                Note: Entry criteria for this phase include:
                *Detailed specifications approval
                *Revised timeline and scope approval and signoff
3.4.1 Task      Create test scripts                                                    N/A
3.4.1.1 Subtask   Create test scripts, including expected results                      Test scripts
3.4.2 Task      Coding                                                                 N/A
3.4.2.1 Subtask      Develop enhancement or fix                                        Code

3.4.3 Task        Unit test                                                            N/A

3.4.3.1 Subtask      Unit test                                                         Unit tested code
                                                                                       Unit-level test scripts with unit test results
                                                                                       documented
3.4.4 Task        Code review                                                          N/A

3.4.4.1 Subtask      Code review is dependent on approving authority’s requirements.   Reviewed code
3.4.4.2 Subtask      Technical walk-through – includes reviewing unit test results     Compiled, functioning application
3.4.5 Task        Update system test plan                                              N/A
3.4.5.1 Subtask      Update system test plan if needed                                 N/A




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                    8
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                         Del Name & #   Dur. Est.   Critically   Skill
                                                                                    Depend
3.5 Activity Testing                                     N/A




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                 9
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                       Del Name & #                                           Dur. Est.   Critically   Skill
                                                                                                                                                          Depend
                  Note: Entry criteria for this phase includes:
                  *Test scripts
                  *Compiled, functioning application
                  *Updated system test plan
                  *Preliminary implementation plan
3.5.1 Task        System Testing                                                       N/A

3.5.1.1 Subtask      Load system test data                                             Completed system test
3.5.1.2 Subtask      Execute system test scripts; document results                     Test scripts with system testing results
3.5.1.3 Subtask   Verify system test results against the expected results              documented
                                                                                       N/A
3.5.1.3.1                Resolve any differences                                       N/A
Subtask
3.5.1.3.2                Explain differences                                           N/A
Subtask
3.5.1.3.3                Correct code (Return to Phase 3).                             N/A
Subtask
3.5.1.4 Subtask   Review time lines and revise as necessary                            N/A
3.5.2 Task      Integrated systems testing                                             N/A

3.5.2.1 Subtask      Load integrated system test data.                                 Completed integrated systems test

3.5.2.2 Subtask      Execute integrated system test scripts; document results          Test scripts with integrated system testing results
                                                                                       documented

3.5.2.3 Subtask   Verify integrated system test results against the expected results   N/A
3.5.2.3.1                 Resolve any differences                                      N/A
Subtask
3.5.2.3.2                 Explain differences                                          N/A
Subtask
3.5.2.3.3                 Correct code (Return to Phase 3).                            N/A
Subtask
3.5.2.4 Subtask   Review time lines and revise as necessary                            N/A
3.5.3 Task      User Acceptance                                                        N/A
3.5.3.1 Subtask      User acceptance by business group                                 Explicit written Sponsor and User Group approval
                                                                                       of system test results (approval template available)


9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                       10
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                 Del Name & #                                        Dur. Est.   Critically   Skill
                                                                                                                                 Depend
3.5.3.2 Subtask      Review time lines and revise as necessary   Test scripts with user acceptance testing results
                                                                 documented




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                              11
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                Del Name & #                                   Dur. Est.   Critically   Skill
                                                                                                                                                           Depend
3.5.4 Task        Pilot testing                                                                 N/A

3.5.4.1 Subtask      Pilot testing as defined by each Business Group                            Functioning application in pilot environment


3.5.4.2 Subtask      Review time lines and revise as necessary                                  N/A


3.5.5 Task        Finalize implementation plan                                                  N/A

3.5.5.1 Subtask      Modify as necessary based upon system test results and revised timelines   Finalized implementation plan




3.6 Activity Implementaion                                                                      N/A
                  Note: Entry criteria for this phase includes:
                  *Explicit written Sponsor and User Group approval of system test results

                  *Functioning application in pilot environment
                  *Finalized implementation plan
3.6.1 Task        Execute implementation package                                                N/A

3.6.1.1 Subtask   Complete all necessary implementation forms as defined by each work unit      Completed implementation package
3.6.2 Task      Implementation coordination meeting                                             N/A

3.6.2.1 Subtask      Coordination with implementation stakeholders                              Go/no go decision
3.6.2.2 Subtask      Go/No go decision point                                                    N/A

3.6.3 Task        Stakeholder notification                                                      N/A

3.6.3.1 Subtask      Notification of stakeholders, including Help Desk, of implementation.      Implementation notification

3.6.4 Task        Training                                                                      N/A

3.6.4.1 Subtask      Conduct training                                                           Completed training

3.6.5 Task        Implementation Deployment                                                     N/A




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                        12
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                               Del Name & #                                     Dur. Est.   Critically   Skill
                                                                                                                                                            Depend
3.6.5.1 Subtask      Submit implementation package                                             Implemented changes or enhancements

3.6.5.2 Subtask      Deploy application                                                        N/A

3.6.6 Task        Verify implementation                                                        N/A

3.6.6.1 Subtask      Verify successful implementation by confirming that all changes and       Successful technical implementation has been
                     enhancements are running in production.                                   verified

3.7 Activity Post Implementation                                                               N/A
                  Note: Entry criteria for this phase includes:

                  *Implemented changes or enhancements.

3.7.1 Task        Notify stakeholders                                                          N/A

3.7.1.1 Subtask      Notify stakeholders of current implementation status.                     Stakeholders are aware that implementation has
                                                                                               occurred.

3.7.2 Task        Determine satisfaction                                                       N/A

3.7.2.1 Subtask   Obtain level of satisfaction from key stakeholders.                          Written sponsor approval (template available)
3.7.2.1.1                  Define and/or resolve problems or issues with changes or            N/A
Subtask                    enhancements
3.7.2.1.2                  Obtain explicit written Sponsor approval to close the request       N/A
Subtask
3.7.3 Task      Close the request                                                              N/A
3.7.3.1 Subtask   Close the request                                                            Closed request
4.0 Phase Controls – Administer and manage work controls to N/A
          ensure project performance.
4.1 Activity Project Procedures and Controls –                                                 N/A
4.1.1 Task        Risk Management – Manage risks by responding to identified risk indicators as FPC – Risk Id and Mgmt
                  they occur.




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                         13
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                        Del Name & #                       Dur. Est.   Critically   Skill
                                                                                                                                                       Depend
4.1.2 Task        Change Management – Identify, plan, and conduct ongoing change control of the         FPC – Chg Mgmt
                  project. Ensure that the requirements, budget, and schedule milestones remain in
                  line with the current approved project plan or are changed officially providing new
                  requirements, budget, or schedule milestones.
4.1.3 Task        Project Standards, Approval, And Document Controls – Conduct administration           FPC – Stds, Approvals, & Cntls
                  of approvals, project library, administrative filing, and securities.
4.1.4 Task        Communication Management – Deliver communications or facilitate                       FPC – Comm. Plan & Mgmt
                  communication delivery and conduct ongoing administration of communications
4.1.5 Task        Status Reporting –Conduct ongoing project status reporting of work activities,        FPC – Status Rptg
                  budgets achievements and issues.
4.1.6 Task        Procurements & Contracting Management – obtain quotations, bids, offers, or           FPC – Procurements & Contracting
                  proposals, choose from among potential vendors, administer the contract, and
                  close.
4.1.7 Task        Quality Assurance – monitor and identify way to eliminate causes of unsatisfactory    FPC- QA
                  quality performance.
4.1.8 Task        Time Tracking – administer the time tracking activities and team recording of         FPC – Time Tracking
                  individual time
4.1.9 Task        Issue and Decision Management – Administer the issue and decision process.            FPC – Issue and Decision Mgmt
5.0 Phase    Close – Evaluate the projects achievement of scope, objectives, and                        N/A
             measurements. Identify the maintenance plan, turn-over to
             maintenance, and release project resources.
5.1 Activity Project Evaluation – Recognize the achievements and lessons N/A
             learned of the project, and determine readiness to close the project.
5.1.1 Task        Prepare a project evaluation – Review the project’s completion criteria, scope, Project Evaluation & Lessons Learned                              PM
                  objectives, measurements, and lessons learned. Document and analyze the
                  information and review with the sponsors. Obtain agreement from the sponsors on
                  readiness to proceed with project closure.
5.2 Activity      Plan for Maintenance and Turn-over – Coordinate “what” will be N/A
                  maintained and prepare supporting materials to enable smooth
                  transition to maintenance. Close Project.




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                                    14
System Maintenance Work Structure Breakdown Dictionary


#                 WBS Dictionary                                                                  Del Name & #                 Dur. Est.   Critically   Skill
                                                                                                                                           Depend
5.2.1 Task        Coordinate Maintenance Turn-over – Identify all items or components, and their Maintenance Turn-over
                  production version/location, which will become maintenance responsibility. Ensure
                  change request log is accurate and up-to-date. Ensure all issues and prior
                  decisions are documented for turn-over. Identify maintenance staff and any
                  associated budgets. Meet with maintenance lead and review this information.
5.2.2 Task        Close out Project – Prepare for and celebrate project closure. Release project Project Celebration Closing
                  resources.
5.2.2.1 Milestone
               Project successfully turned-over to maintenance and closed                         N/A
5.2.3 Task




9a8b2f59-628c-4ca0-85be-95b53c5e4b28.xls                                                                                                                        15

				
DOCUMENT INFO
Description: Project Wbs Cost Reporting document sample