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					                       DEPARTMENT OF HUMAN SERVICES



<See Instructions: Enter DHS Cluster and/or Unit-Office Name>


 <Project Name> Project Quality Management Plan Template
                         Document




From: <unit, team, group, etc>
To:    <ITGC?, Exec Staff?, DHS Cabinet?>
File Name: <file name>
Date First Created: <mm/dd/yyyy>
Date Last Updated: <mm/dd/yyyy this date is very
                    important because there may be
                    multiple versions as new data is
                    analyzed>




Author: PMO Office
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                 <project name> Quality Management Plan


                                   Quality
                                  Planning


                                                        Deliverables

                            Identify and Determine     Checklist Template
                             How to Meet Process       modified, Procedures,
                              and Product Quality      Supporting
                                   Standards           Documentation -
                                                       reference in Quality
                                                       Management Plan

                              Determine How to
                               Conduct Specific        Section in Quality
                                Quality Control        Management Plan
                              Reviews & Resolve
                                   Findings.

                                                       Section in Quality
                              Determine How to         Management Plan -
                               Analyze Overall         references the Quality
                             Results and Provide       Status Improvement
                               insight to Mgmt         Report

                                                       Quality Management
                                                       Plan Template or for
                             Integrated the Plans      lower complexity Projects
                                                       use the Integrated
                                                       Project Plan Template




                        Purpose of the Document
The purpose of this Quality Management Plan is to ensure that the
project will satisfy the needs for which it was undertaken.




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                          Document Change Activity
    The following is a record of the changes that have occurred on this document
                          from the time of its original approval
#     Change Description                                             Author        Date


                             Template Instructions

          The template instructions are brief and rely on the user to use
    the Project Management Guide and current examples available on
     both the PMO web site, http://egov.oregon.gov/DHS/admin/pmo/,
                        and within the organization.

This template contains suggested boilerplate language and assumes
    that the project will make appropriate additions, deletions and
                   changes for their specific needs.

           Insert information between left and right brackets - <>
                              Delete brackets.

 Additional template instructions in the document are noted in italics.
                   Delete all italicized instructions.

Under “File” on the menu bar go to Properties; in the Summary Folder
       enter the document title and author (person or group).

   Projects of low complexity may want to review this template for
concept, but would generally describe briefly the Quality Plan directly
                in the Integrated Project Plan template.




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                    <project name> Quality Management Plan


1     Quality Management Plan Purpose ............................................ 1
2     Quality Management Approach .................................................. 1
3     Quality Management Plan .......................................................... 5
    3.1  Quality Standards - Operational Definitions......................... 5
    3.2  Quality Checklists................................................................ 6
4     Quality Control ........................................................................... 7
    4.1  QC Reviews ........................................................................ 7
    4.2  Quality Control Change Requests and Tracking.................. 8
5     Quality Assurance ...................................................................... 8
    5.1  QA Status and Improvement Report ................................... 8
6     Quality Procedures ................................................................... 10
7     Appendix .................................................................................. 11
    7.1  Quality Standards Definition and Checklist - Template ...... 11
    7.2  QA Status Improvement Report - template........................ 11
    7.3  Quality Procedures............................................................ 11




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                 <project name> Quality Management Plan


1 QUALITY MANAGEMENT PLAN PURPOSE
The purpose of this Quality Management Plan is to ensure that the
project will satisfy the needs for which it was undertaken.

This Quality Management Plan includes “all activities of the overall
management function that determine the quality policy, quality
standards, and responsibilities and implements them by means such
as quality planning, quality control, quality assurance and quality
improvement.”

This document includes quality standards for the process and
product, and has established plans to achieve these standards. The
project has adjusted the overall project plan and schedule to satisfy
these quality standards.

The goals of the project’s Quality Management are:

1. The <PROJECT NAME> Project quality management activities are
   planned.
2. The <PROJECT NAME> Project defines measurable quality
   standards and their priorities for the project.
3. The <PROJECT NAME> Project progress in achieving the quality
   standards is quantified and managed.

2 Quality Management Approach
   This section is included to give the readers of the quality plan
   (project team, sponsor, or others associated with the project) an
   overview of what Quality Management Activities are being planned
   for the project.
Quality Management is defined as, “a subset of project management
that includes the processes required to ensure that the project will
satisfy the needs for which it was undertaken.” It consists of quality
planning, quality assurance, and quality control.
The approach for ensuring the appropriate Quality Management
activities are conducted will be from the Project Management
Institute’s (PMI) Standard as described in the Project Management
Book of Knowledge (PMBOK). Additional detail was obtained from
the Software Engineering Institute and the Control Objectives (CoBit).

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                    <project name> Quality Management Plan

This includes all activities of Quality Management that determine the
quality policy, objectives, and responsibilities and implements them
by means such as quality planning, quality control, quality assurance,
and quality improvements.

For the purpose of this document the term “quality standards” shall
refer to both “process” and “product” quality standards. “Process”
quality standards will cover political influences, management support,
decision drivers, project management, schedule, resourcing,
experience, and others. “Product” quality standards will cover
product content, development, deployment, environment, technology,
maintainability and others.

The <enter project name> project’s Quality Management approach
adheres to and includes work activities in support of the following
quality management processes:



         Quality                        Quality                       Quality
        Planning                        Control                      Assurance


 Identifying and/or verifying   Monitoring specific project     Periodic executive review
  quality standards that are    results and deliverables to        and evaluation of the
 relevant to the project and     determine if the project is      overall performance to
 determining how to satisfy         meeting the quality        provide confidence that the
             them.               standards and identifying        project will satisfy the
                                  ways to mitigate risk or      relevant quality standards
                                    eliminate causes of
                                   unsatisfactory results


                                           Review
          Checklist,                                               Presentations, Overall
                                          Analysis,
      Quality Procedures,                                             Result Analysis
                                       Measurements,
         Supporting                                                 Consulting, Lessons
                                      Interview Notes,
       Documentation                                                Learned, Meetings
                                    Change Management
                                         Documents
     Quality Management                                               QA Status and
             Plan                                                  Improvement Reports
                                    Completed Checklist




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                 <project name> Quality Management Plan

Quality Planning – Identifying and/or verifying quality standards that
are relevant to the project and determining how to satisfy them.

   Quality Planning will involve review of organizational policy, the
   complexity and uniqueness of the project, and quality templates
   (available through the DHS OIS PMO) to identify quality standards
   and measurements that are relevant to the project, and if not
   incorporated will result in low quality results creating significant risk
   to the project. In addition to identifying these quality standards,
   quality planning involves determining how to satisfy each quality
   standard via the project schedule, resourcing and internal
   procedures. The Quality Management plan must address how
   these quality standards will be implemented, inspected, controlled
   and reported.
Quality Control – Monitoring specific project results and deliverables
to determine if they comply with relevant quality standards and
identifying ways to eliminate causes of unsatisfactory performance.

   Quality Control involves monitoring both the process and products,
   to determine if the project is meeting the quality standards and
   identifying ways to mitigate risk or eliminate causes of
   unsatisfactory results. Examples of Quality Control techniques
   include:
        Assessment – review of key project documentation (i.e.,
         business requirements, technical documentation,
         management plans, budgets and project reports) and
         interviews with key business and technical staff.
        Peer Review – a methodical examination of work products
         by the producer’s peers to identify defects and other needed
         changes. Examples of Peer Review methods include
         inspections, structured walkthroughs, and active reviews.
        Software Testing - verification that the products of each
         software life-cycle phase satisfy the standards, practices,
         and requirements for correctness, completeness,
         consistency, and accuracy.




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                 <project name> Quality Management Plan

Quality Assurance – Periodic executive review and evaluation of the
overall project performance to provide confidence that the project will
satisfy the relevant quality standards.
   Quality assurance includes evaluating, identifying, and
   recommending adjustments to the activities or tasks (and
   associated resources) that must be performed in the project to
   provide confidence that the project will satisfy the relevant quality
   standards.

In support of this approach the <project name> project will Choose or
tailor your projects options:

Option 1

       Contract for a third party contractor, with DAS oversight to work
       with the project to further develop the Quality Management Plan
       and determine the appropriate quality assurance activities and
       activity estimates, and conduct the quality assurance. The
       standard DHS-OIS Quality Management Statement of Work
       and other associated materials will be used to define the
       specific contract expectations.

       A third party contract to do QA is required on project where the
       total cost of the project is expected to exceed $500,000. Any
       exceptions to this requirement must be approved by OIS
       Executive Staff and DAS IRMD.

Option 2

       Implement Quality Management, based on the complexity and
       need of the project as part of the overall work of the project as
       described in this document. This will include a combination of
       responsibilities by the project team and others within DHS to
       ensure quality in the process and products.




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                 <project name> Quality Management Plan


3 QUALITY MANAGEMENT PLAN
The <contractor, or project manager, or PMO, or other assigned
staff> worked with the project team during its early stages to establish
agreements on the Quality Management (QM) Plan, Quality
Standards, and Processes. To satisfy these agreements, constraints
of the project, and organizational polices the group verified, modified
or added project work tasks, resourcing and supplemental
procedures.

The project manager verified that the Quality Management Plan and
the updated project plan, standards, processes and work tasks fit the
project’s needs, add value, reduce risk and will be usable for
performing quality reviews, inspections, and uncovering quality
problems throughout the life cycle of the project.

3.1 Quality Standards - Operational Definitions
The plan includes the selection of applicable process and product
quality standards for the <enter project name> project. The Generic
Software Quality Standards Template, see appendix a, was used and
modified as follows to identify the specific quality standards for this
project:

1. Identified only those process and product quality standards, risk
   cues or measurements appropriate for the <enter project name>
   project based on the project’s current business and technical
   complexity assessment.
2. Added additional quality standards based on this type of project,
   current phase of the project, or expert opinion where the absence
   of these quality standard would present high risk to the project.
3. Eliminated unnecessary quality standards based on the project’s
   business and technical complexity assessment or current phase of
   the project. However, the following process and quality standards
   were not eliminated:

   Process Quality Standards
    Definition of the project, development schedule, delivery
      commitment, cost controls, budget and resource size, project
      management approach (standards #10,11,12, 23, 25, 26, 27)

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    Political influences, organizational stability (standard #6, 37)
    Leadership, project management authority, executive
     involvement (standard #12,17,41)
    Team productivity, team member availability, user involvement
     (standard #28,34,44)

   Product Quality Standards (Depending on products planned to be
   produced during the QA the project may adjust these Quality
   Standards to specific products of the contract period. All products
   to be reviewed or inspected during the Quality Control process
   must be included in the template).
    An appropriate, useful, and maintainable set of requirements
      (standard #50)
    An appropriate, useful, and maintainable set of engineering and
      design specifications (standard #58)
    Appropriate, useful, and maintainable code, utility, object, etc.,
      construction (standard #80)
    Appropriate, useful, and maintainable test planning, test
      execution, and test corrective actions (standard #51)
    The product or application is fit for use (standard #46, 76)
    Appropriate, thorough and maintainable implementation
      (standard #53,81)
3.2 Quality Checklists
As part of the quality planning process the project determined how
the quality standards would be monitored and measured. This is
represented in a checklist which combines the selected quality
standards with the expected monitoring activities to be used by the
quality control process. The checklist is the projects tool to ensure
that the quality standards are being met on the project. The checklist,
see appendix x., includes information:
 indicating the schedule for review, who is responsible to perform
   the task and who is responsible to review,(this may first be
   accomplished by working through the checklist but will eventually
   need to be added to the projects WBS).
 indicating if there is a specific review procedure to follow, i.e. a
   procedure for schedule analysis, code walk-through, peer review,
   interviews, lessons learned, test methodology …


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                 <project name> Quality Management Plan

 to verify and record that a set of required inspections have been
  performed,
 to indicate that the minimum quality standard has or has not been
  met,
 record the measurements,
 identify the expected risk cue or measurement,
 indicate the expected acceptability or tolerance,
 indicate the rank of only the quality standards where risk was
  found unacceptable,
 indicate change in risk rank since previous review, and
 indicate a reference to which will describe what was reviewed, who
  was interviewed, and the information or reasoning that this quality
  standard causes risk.


4 QUALITY CONTROL
The assigned QC reviewer(s) will review project activities, interview,
and inspect specified work product deliverables throughout the life of
the project to verify compliance and provide the project manager,
project team and other management with visibility as to whether the
project is adhering to its established plans, process and product
quality standards, and associated quality work tasks.

They will identify, document, and track deviations to closure and
verify that corrections have been made. They will address issues
within the project first for resolution. Issues not resolvable within the
project will be escalated to a designated level of management within
<organization name> for resolution. Continued escalation of high risk
issues will be presented to designated OIS Executive Staff using the
QA Status and Improvements Report from the Quality Assurance
Task.

4.1 QC Reviews
The QC reviewer(s) will conduct scheduled periodic Quality Control
Reviews by following the Quality Management Plan and using the
adjusted and approved Software Quality Standard checklists. The
deliverable will be a checklist indicating that the reviews for the
process and products in the current period have been completed,

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measured, ranked and reported by the review(s). Identified reviews
on a particular Quality Standard, for example, “Testing Process”
means that a sampling of the actual Testing Activities will be
reviewed – not all testing. The completed checklist will be reviewed
with the <project team and specify any others if necessary> and the
results will be the input to the Quality Status and Improvements
Report.

4.2 Quality Control Change Requests and Tracking
The QC reviewer(s) will develop and submit written recommendations
for improvement, verify corrections have been made, and track and
document to closure using the project’s change management
process, change request forms, and change tracking tool. The
change request form will define the requested change, analyze the
change impact in modified work descriptions, schedule, and cost
values, and recommend a solution. The change-tracking tool will
indicate the current status of all the recommendations, including
those that the organization doesn’t agree with. The <Project
Manager, and Sponsor, Steering Committee, other> will decide which
recommendations to implement. If the change is to be implemented
the project manager will update the project plan and assign
implementation responsibility. The Reviewer(s) will follow-up to verify
that the change or correction was made and indicate status and
closure on the finding.

5 QUALITY ASSURANCE
The <Quality Assurance Reviewer> will provide overall quality
consultation, periodically examine Quality Control Reviews results,
checklists, change requests and tracking, and summarize the results
for executive review and oversight throughout the life of the project.
The <Quality Assurance Reviewer> will participate in facilitated
lessons learned sessions with the project team.
5.1 QA Status and Improvement Report
The <Quality Assurance Reviewer> will periodically create and
deliver the - QA Status and Improvement Report which at a minimum
shall contain the:

1. Overall risk rank for the project.

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2. Executive Summary paragraph of the entire report. It should
   contain information such as; A brief description the primary
   achievement in the last period. A brief description of the highest
   ranked primary (if any) quality risks covered in the following detail
   of the report. A brief description of the impact or consequence of
   the risk if left unresolved.

3. Summary of the Current Progress Points followed by major
   milestones.

4. Brief project effectiveness statements on all the high level
   categories from exhibit x., Generic Software Quality Standards
   template.
    Categories where no risks were identified should simply be
      indicated in one line, for example, Decision Drivers – no risks
      currently identified, or not evaluated at this time.
    Categories which contained a significant risk should briefly
      describe the risk, describe the factors used to determine the
      risk, describe the potential impact, indicate the risk severity
      rating, and provide a recommended resolution strategy.

       The following are the categories from exhibit x., Generic
       Software Quality Standards Template.

          Business Mission and Goals
          Decision Drivers
          Project Management
          Project Parameters
          Project Team
          Organization Management
          Customer/User
          Product Content
          Deployment
          Development Process
          Development Environment
          Technology
          Maintenance


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                 <project name> Quality Management Plan

5. Risks Resolved Since Last Period. Provide the previous risk rank,
   and brief status or the actions taken on risks and results.

The QA Status and Improvement Report Template and an example,
is available on the PMO web site.

The QA Status and Improvements Report will be submitted to the
Project Manager, Steering Committee and OIS executive staff for
review and determination of completeness and accuracy of facts,
before presentation or delivery to others within DHS or external to
DHS. This format will be used to report to the Department of
Administrative Services Information Resources Management
Division. At a minimum, QA Status and Improvement Reports must
be submitted quarterly.


6 QUALITY PROCEDURES
1. List or reference any specific Quality Procedures to be used or
   written for the project(see 3.2 Quality Checklists). These may
   include procedures for schedule analysis, interview processes,
   code walk-through, peer review, interviews, lessons learned, test
   methodology. Either in the checklist or here indicated if the
   process is formal or informal for example:
2. Schedule Analysis Procedure – formal Monte Carlo Simulation,
3. Technical Architecture Peer Review – informal review by peer
   technical representative or group who is/are not part of the project
   team,
4. Code Peer Review – formal by following standard Peer Review
   Procedure using a combination of one developer on project and a
   developer from another project.




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                 <project name> Quality Management Plan


7 APPENDIX
The following are available templates. They are included in the plan
template to aid in understanding of the creator and readers of the
plan.
7.1 Quality Standards Definition and Checklist - Template

The actual template is available in the PMO website templates page
under “Controlling”.


7.2 QA Status Improvement Report - template
The actual template is available on the PMO website templates page under
“Controlling”.


7.3 Quality Procedures
Record any specific quality procedures the project will develop, implement
and use. For example will you follow a formal peer review process, and what
will be the process.




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