IT Methodology Webinar - Project Insightdownloads.projectinsight.net/training/it-methodology...Waterfall, Spiral, Agile, RAD , Prototyping, etc IT Methodology –Map & Journey Methodologies/Lifecycles

IT Methodology Webinar

Initiate Project Intelligence®

IT Methodology Webinar

Apply PM Fundamentals to IT

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Moderator

Denise Rodriguez

Project Insight

Marketing

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www.projectinsight.net

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Project Insight

Presenter

Cameron Watson

President, QAIassist

[email protected]

www.qaiassist.com

I am a Project Manager

I am a Business or Operational Manager

I am a software developer or software tester

I am a member of an organizational PMO, governance or quality

assurance function

I want a better understanding of IT Methodology

Who’s on the call?

Established 2007 – Ottawa, Canada

Nurturing organizational efficiency through IT Methodology knowledge & expertise

Support and promote a community with evolving IT Methodology knowledge and expertise

Maintain, optimize, promote and support the delivery of IT methodology products and

lifecycles proven to increase operational performance

Administration and oversight of QAIassist Integrated Methodology (QAIassist-IM) and formal

certifications – “Foundation” & “Practitioner”

Support practitioners and authorized affiliates in acquiring and delivering IT Methodology

knowledge and expertise

Who is QAIassist?

Nurturing efficiency through IT Methodology knowledge & expertise across the globe

Over 200 countries

Wide array of industries (manufacturing, banking, health, insurance, consulting)

More than 50 unique webinars

Over 10,000 webinar registrants

Executives

Operational & Delivery Managers

Project Managers

Business Analysts and Architects

Application Developers & Testers

Corporate PMO, Quality Assurance, Continuous Improvement

Consultants

IT Methodology Webinar Audience

Share IT Methodology knowledge

Develop IT methodology understanding &

expertise

Provide additional insight into several IT (project

management, software development, software

testing) methodologies

Discuss best practices on incorporating an

organizational IT methodology

Promote ongoing dialog and feedback with

webinar audience (questions, email, survey)

QAIassist 2016 Series - Goals

The 3rd Wednesday of Every Month

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

IT Methodology Concepts (60 mins)

This series of six webinars will be presented on a bi-monthly basis. Each webinar will provide you with a context, overview, terminology and general understanding of information technology (IT) methodology.

IT Methodology – Tutorials (45 mins)

This series of five webinars will be presented on a bi-monthly basis. Each session is designed to offer a more “hands on” perspective – bridging the concepts into a practical utilization.

2016 Schedule

2016 Concept Sessions

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



A Context for IT Methodology - (Jan)

Apply PM Fundamentals to IT - (Mar)

Leverage the Software Development Lifecycle - (May)

Explore the Software Testing Lifecycle - (Jul)

Incorporate Organizational Process Governance - ( Sept)

Implementing IT Methodology - (Nov)

2016 Tutorial Sessions

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


IT Methodology Tutorials (60 mins)

Applying IT Methodology to Project Initiation - (Feb)

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

Executing Projects with IT Methodologies - (Jun)

Project Control & Verification - (Aug)

Project Close & Delivery - ( Oct)

2016 Concept Sessions

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



A Context for IT Methodology - (Jan)

Apply PM Fundamentals to IT - (Mar)

Leverage the Software Development Lifecycle - (May)

Explore the Software Testing Lifecycle - (Jul)

Incorporate Organizational Process Governance - ( Sept)

Implementing IT Methodology - (Nov)

Applying PM Fundamentals to ITConcept II

Webinar Goals

Establish definition and context for “Project Management”

Define “Project Management” context within an IT environment

Introduce “IT Project Management” concepts & fundamentals

Review “IT Project Management” interfaces and dependencies

Applying PM Fundamentals to IT Concepts II – Agenda

Establish “Project Management” context and definition within an IT environment

Discuss IT Methodology “Noun” and “Verb” - concepts and fundamentals (terminology,

structure, concept of deliverable, deliverable structure, deliverable depictions)

Review the “Project Management” premise

Establish Project Management definition (context, phases, purposes, objectives, iterations)

Identify interfaces and dependencies between lifecycles (Project Management, Software

Development, Software Testing)

Review Project Management benefits (Project & Process)

Recap










Recap

Applying PM Fundamentals to IT “Project Management” – general context

Used to effectively deliver projects, products and services on time and budget – age old (ie pyramids,

colosseum, sand castle)

Disciplines - Initiate, Plan, Execute & Control, Closeout

All Organizations and Industries

Engineering

Construction

Manufacturing

Education

Health Care

Information Technology

Applicable to new development and maintenance environments

Applying PM Fundamentals to IT “Project Management” – Information Technology (IT) context

Used to effectively deliver projects, products and services on time and budget – age old (ie pyramids,

colosseum, sand castle)

Disciplines - Initiate, Plan, Execute & Control, Closeout

All Organizations and Industries

Engineering

Construction

Manufacturing

Education

Health Care

Information Technology

Applicable to new development and maintenance environments

Multiple IT Environments :

Mainframe, Distributed, Web Based

PM Lifecycle/Methodology Integrations and Dynamics

Software Development Lifecycle

Software Testing Lifecycle

Multiple Delivery Approaches – IT Methodology (verb)

Waterfall

Agile

Applying PM Fundamentals to IT “Project Management” – IT context

Applying PM Fundamentals to IT “Project Management” – an IT context definition

An IT Project Management(PM) methodology/lifecycle focuses on

initiating, planning and delivering a business solution. Accomplished

by successfully applying four specific disciplines

Project Initiation

Project Planning

Project Executing & Control

Project Closeout










Recap










Recap

MethodologyTerms, Terms, Terms

ISO(900XXX)

Agile

CMMI

ITIL

Waterfall

Rational Unified Process (RUP)

QAIassist (IM)

PMI

Six-Sigma

Prince2

COBIT

And More Terms…

IT Framework, IT Methodology, IT Lifecycle

Non Standard usage in terminology

Terms are used interchangeably between organizations and across the IT industry

Examples include

• Project Management Methodology/Lifecycle/Framework

• Software Development Methodology/Lifecycle (SDLC)/Framework

• Software Testing Methodology/Lifecycle/Framework

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

IT Methodology – noun & verb

IT Methodology – Map & Journey

Methodologies/Lifecycles - “noun”

The roadmap

Rational Unified Process (RUP),

QAIassist (IM) , PMI, Prince2

Methodologies/Lifecycles - “verb”

The journey taken along the road

Waterfall, Spiral, Agile, RAD ,

Prototyping, etc



The roadmap






Prototyping, etc

Noun – IBM’s Rational Unified Process (RUP)

Noun - Project Management Institute (PMI) Methodology

Noun – Prince2 – Project Management Methodology

QAIassist Integrated Methodology

IT Methodology/Lifecycle - Noun

All Methodologies/Lifecycles (RUP, QAIassist-IM, PMI, Prince2) define, utilize and

rely on their own pre-defined structure, naming conventions, and terminology

Hierarchy/Structure

Methodology/Lifecycle (ie Project Management, Software Development , Software Testing)

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

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

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

“Deliverable/Artifact/Work Product”versus “Activity”

Building a House

Deliverable (Artifact, Work Product)

Blue Prints

Foundation completed

Windows installed

Activity (non-Deliverable, non-Artifact, non Work Product)

Meeting with Architect to review Blue Prints

Mixing concrete to pour the foundation

Authorizing purchase of the wood needed to complete the window frame

“Deliverable/Artifact/Work Product”versus “Activity”

Building an IT Application

Deliverable (Artifact, Work Product)

Business Case

Project Plan

User Acceptance Test Plan

Activity (non-Deliverable, non-Artifact, non Work Product)

Reviewing business need with Operational Management, Business Analysts and End-Users

Meeting with Stakeholders to acquire approval of Project Plan

Discussing User Acceptance Testing objectives and priorities with testing team

Fixed Sections (always populated)

Title Page

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

Deliverable History, Reviewers, Sign Off

Table of Contents (as per deliverable)

Context (purpose of the deliverable)

Variable Sections (based on pre-defined informational requirements)

Structure/format defined as per deliverable (ie a Project Charter deliverable does not

have the same pre-defined informational requirements as a Testing Strategy deliverable)

“Deliverable/Artifact/Work Product”Construct/Format - see example



QAIassist-IM Lifecycle (Project Management, Software Development, Software Testing)

QAIassist-IM Phase (per Lifecycle)

QAIassist-IM Phase Deliverables (per Phase)

QAIassist-IM Phase Deliverables (Individual)

QAIassist-IM Phase Deliverable Connectors/Dependencies

QAIassist Integrated Methodology (IM)Representations

QAIassist Integrated Methodology (IM)Dynamics – add some shapes and color

QAIassist Integrated Methodology (IM)“Entry” & “Exit” Deliverables


Phase “Entry” Deliverables

deliverables originating or completed from a previous project phase

act as a reference for deliverables to be drafted/completed during that

phase

Phase “Exit” Deliverables

deliverables that are drafted and authorized upon completion of that

iteration of the phase

QAIassist Integrated Methodology (IM)Software Development Lifecycle & Software Testing Lifecycle

“Deliverable/Artifact/Work Product”Status

Draft - Deliverable has been identified, assigned and is in the process of being

drafted/completed

Review - “Draft” deliverable has been completed and submitted for “review”

and “authorization”

Approved/Archived - “Reviewed” deliverable has been “Authorized” by

designated stakeholders and put under configuration management

Applied - Information within “Authorized” deliverable is being referenced

and/or utilized within another deliverable




“Deliverable/Artifact/Work Product”Attributes

Tangible (pre-defined informational requirements)

can be identified and defined (resource, completion dates, cost) on Project Schedule

can be assigned (populating information requirements) to project team member(s)

can be referenced by project team members to support creation of other deliverables

can be formally reviewed and officially authorized

will alter in status (authored, reviewed, approved, archived, referenced) throughout life of project

Project Schedule used to reflect evolving deliverable status/progress (risks, issues, percentage complete)

can be placed under formal configuration management – re: with evolving status

can be accessed for future reference (application support and maintenance)



The roadmap






Prototyping, etc



The roadmap






Prototyping, etc

Methodology/Lifecycle – Verb

“Waterfall” Methodology/Lifecycle

a single iteration through the methodology/lifecycle (noun)

deliverables/artifacts defined, assigned, and documented

formal structure required

“Agile” Methodology/Lifecycle

more than a single iteration through a methodology/lifecycle (noun)

limited deliverable creation

formal structure not required


IT Methodology – Waterfall vs AgileIterations (Accounts Receivable, Accounts Payable, Payroll)


















Recap










Recap





Project Initiation

Project Planning


Project Closeout

How many requirements (and associated functionality) should/can be developed ?

Too Few – leads to a solution that does not satisfy the business need

Too Many – leads to a solution that is over priced, over built, over budget and past due (and may still

not satisfy the business need)

How can a project team know when they are best leveraging an

SDLC/STLC to develop the appropriate level of functionality ?

Applying PM Fundamentals to IT “IT Project Management” – the premise


Identifying, Designing, Building and Testing functionality

**** Functionality cannot be delivered in a vacuum ***

Manual Functionality

Processes that deliver or administer the delivery of products and/or services

(often leverages automated functionality)

Automated Functionality

IT Systems/Applications that interface and support the delivery of Manual

Functionality





Generic Cohesion

“Data” and “Process” exist – a correlation exists between them

“Data” identifies and defines the information that will be utilized by the application to satisfy the business need

“Process” defines how the “Data” will be utilized/leveraged to satisfy the business need

Data

“Subject” – highest level definition of user requirement - correlation with “System”

“Topics” – breakdown of “Subject” - correlation with “Sub-Systems”

“Entities” - breakdown of “Topics” - correlation with “Functions”

Process

“System” – highest level “process” – correlation with “Subject”

“Sub-System(s)” – breakdown of “System” – correlation with “Topics”

“Function(s)” – breakdown of “Sub-Systems” – correlation with “Entities”


High Level Solution Design deliverable

Detailed Solution Design deliverable(s)

Programming Specification deliverable(s)



Identifies data “Subject” and process “Systems”

Identifies data “Topics” and process “Subsystems”

Identifies data “Entities” and process “Functions”









One deliverable for every “Function” as identified in the High Level Solution Design deliverable

Functionality defined (Manual and Automated)

All required “Unit Programs” are identified








One deliverable for every “Function” as identified in the High Level Solution Design deliverable

Functionality defined (Manual and Automated)

All required “Unit Programs” are identified


One deliverable for every “Unit Program” as identified in the Detailed Solution Design deliverables

Specifics for each “Unit Program” are described











Recap










Recap





Project Initiation

Project Planning


Project Closeout





Project Initiation

Project Planning


Project Closeout


IT Methodology – Initiate Phase

“IT Project Management”Initiate Phase

Objectives

identify project stakeholders

create initial project definition - high level

articulate project definition and context to project stakeholders

obtain official “project go” authorization from project stakeholders

Iterations

iterative within itself

IT Methodology – Initiate Phase

IT Methodology – Plan Phase

“IT Project Management”Plan Phase

Objectives

identify resources available to complete the project

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

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

completed by the project team members

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

Iterations


iterative utilizing software development and software testing lifecycles

IT Methodology – Plan Phase

IT Methodology – Execute & Control

“IT Project Management”Execute & Control Phase

Objectives

administration and management of all previously created PM deliverables

communicate and apply the approved plan and schedule (associated deliverables) with the

project team

monitor and report status and deviations (scope, cost, quality, issues, risks) of approved plan

and schedule (associated deliverables) to stakeholders on a regular basis

deliver project according to plan & schedule (associated deliverables)

Iterations

iterative utilizing software development and software testing lifecycles







“IT Project Management”CloseOut Phase

Objectives

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

received proper authorization, and are available for future reference

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

performed, the positives, recommendations on how the project could be improved upon

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

Iterations











Recap










Recap

“IT Project Management”Lifecycle Deliverable Interfaces, Dependencies and Dynamics

Project Management with Software Development

Generic

Authorization

Project Management with Software Testing

Generic

Authorization



Generic

Authorization


Generic

Authorization

Purpose

Monitor and administer the creation, status, authorization and archive of software

development lifecycle deliverables

Deliverables

Project Management with Software Development (Generic)Deliverable Interfaces, Dependencies and Dynamics











Purpose


development lifecycle deliverables

Deliverables

Issue Definition, Risk Definition, Change Request Definition

Issue Log, Risk Log, Change Request Log

Project Schedule, Team Status, Project Status




Generic

Authorization


Generic

Authorization

Project Management with Software Development (Authorization)Deliverable Interfaces, Dependencies and Dynamics

Purpose

Monitor and acquire formal approval that all planned and necessary unit testing

has been completed and authorized

Initiate Systems Integration testing

Deliverables











Purpose

Monitor and acquire formal approval that all planned and necessary unit testing

has been completed and authorized

Initiate Systems Integration testing

Deliverables

Unit Test Plans, Unit Test Evaluation Criteria, Unit Test Log, Requirements Traceability Log

Unit Test Authorization



Generic

Authorization


Generic

Authorization

Project Management with Software Testing (Generic)Deliverable Interfaces, Dependencies and Dynamics

Purpose


testing deliverables

Deliverables












Purpose


testing deliverables

Deliverables

Issue Definition, Risk Definition, Change Request Definition

Issue Log, Risk Log, Change Request Log

Project Schedule, Team Status, Project Status



Generic

Authorization


Generic

Authorization

Project Management with Software Testing (Authorization)Deliverable Interfaces, Dependencies and Dynamics

Purpose

Predefine testing (Unit, System Integration, User Acceptance) testing and

evaluation criteria prior to performing testing

Reiterating necessary testing (Unit, System Integration, User Acceptance) as

required

Deliverables












Purpose

Predefine testing (Unit, System Integration, User Acceptance) testing and evaluation

criteria prior to performing testing

Reiterating necessary testing (Unit, System Integration, User Acceptance) as required

Deliverables

Testing (Unit, System Integration, User Acceptance) Plans

Testing (Unit, System Integration, User Acceptance) Evaluation Criteria

Testing (Unit, System Integration, User Acceptance) Defect Logs

Requirements Traceability Log










Recap










Recap

Methodology Benefits – “Project” Context

On Time – project teams are able to scale and

leverage the phases and deliverables to

effectively deliver projects and functionality

Within Budget – familiarity and recurring usage

provides project teams a tool they can reuse to

consistently deliver applications within budget

Built In “Quality” – structure ensures project

teams are working on the right deliverables for

the right reasons to deliver the right solutions

Methodology Benefits – “Process” Context

Common IT Process – applying a methodology /lifecycle to IT development and maintenance activities contributes to a standard organizational approach (adhering to budget, schedule, quality, resource flexibility)

Quality Assurance & Governance – applying a methodology/lifecycle provides the basis for organizational process management - verifying and evaluating how organizational staff are utilizing the process

Metric – Basis for Improvement – applying an organizational methodology/lifecycle provides the basis for assessing its usage and how it can be approved upon










Recap










Recap

Acknowledgements

ISO (xxx) http://www.iso.org/iso/home.html

SEI/CMMI http://www.sei.cmu.edu/cmmi/ http://cmmiinstitute.com/

ITIL http://www.itil-officialsite.com/

COBIT http://www.isaca.org/Knowledge-Center/COBIT/Pages/Overview.aspx

RUP http://www-01.ibm.com/software/awdtools/rup/

PMI http://www.pmi.org/

PRINCE2 http://www.prince-officialsite.com/

QAIassist http://www.qaiassist.com/integrated_methodology.html

Body of Knowledge

Methodology/Lifecycle/Deliverables – www.qaiassist.com

Project Management, Software Development, Software Testing

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

Methodology Origin – origins of methodology – identifies the differences

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

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

it can be applied within an organization

Deliverable Descriptions - provides general descriptions for all the deliverables

of the QAIassist Integrated Methodology

Until Next Session…

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

Explore the QAIassist Body of Knowledge – refer to the QAIassist Body of Knowledge (sample deliverables, whitepapers, blog articles) – (www-qaiassist.com)

QAIassist Practitioner - find out more about becoming QAIassist certified “Foundation”, “Practitioner”

Tell your friends - tell your friends, coworkers and colleagues about the Project Insight/QAIassist webinars – invite them to join us at the next session

Continuing Follow Up – send out a survey at the completion of every webinar, follow up with attendees to obtain their suggestions and recommendation

Moderator

Denise Rodriguez

Project Insight

Marketing

[email protected]

www.projectinsight.net

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Schedule a customized demo today

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[email protected]

Request info: www.qaiassist.com

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