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SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 1
Software Project Management
Chapter 3
Step Wise: An
approach to
planning software
projects
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 2
‘Step Wise’ - aspirations
Practicality
tries to answer the question ‘what do I do
now?’
Scalability
useful for small project as well as large
Range of application
Accepted techniques
e.g. borrowed from PRINCE etc
SPM (5e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 3
‘Step Wise’ - an overview
0.Select
project
1. Identify
project objectives
2. Identify project
infrastructure
3. Analyse
project
characteristics
4. Identify products
and activities
5. Estimate effort
for activity
8. Review/ publicize
plan
6. Identify activity
risks
7. Allocate
resources
9. Execute plan
10. Lower level
planning
Review
Lower
level
detail
For each
activity
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 4
A project scenario: Brightmouth
College Payroll
College currently has payroll processing carried
out by a services company
This is very expensive and does not allow
detailed analysis of personnel data to be carried
out
Decision made to bring payroll ‘in-house’ by
acquiring an ‘off-the-shelf’ application
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 5
Project scenario - continued
The use of the off-the-shelf system will require
a new, internal, payroll office to be set up
There will be a need to develop some software
‘add-ons’: one will take payroll data and
combine it with time-table data to calculate the
staff costs for each course run in the college
The project manager is Brigette.
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 6
Step 1 establish project scope and
objectives
1.1 Identify objectives and measures of
effectiveness
‘how do we know if we have succeeded?’
1.2 Establish a project authority
‘who is the boss?’
1.3 Identify all stakeholders in the project and their
interests
‘who will be affected/involved in the project?’
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 7
Step 1 continued
1.4 Modify objectives in the light of stakeholder
analysis
‘do we need to do things to win over
stakeholders?’
1.5 Establish methods of communication with all
parties
‘how do we keep in contact?’
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 8
Back to the scenario
Project authority
- Brigette finds she has two different clients for
the new system: the finance department and
the personnel office. A vice principal agrees to
be official client, and monthly meetings are
chaired by the VP and attended by Brigette
and the heads of finance and personnel
- These meetings would also help overcome
communication barriers
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 9
Back to the scenario - continued
Stakeholders
For example, personnel office would supply
details of new staff, leavers and changes
(e.g. promotions)
To motivate co-operation Brigette might
ensure new payroll system produces reports
that are useful to personnel staff
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 10
Step 2 Establish project
infrastructure
2.1 Establish link between project and any
strategic plan
‘why did they want the project?’
2.2 Identify installation standards and procedures
‘what standards do we have to follow?’
2.3. Identify project team organization
‘where do I fit in?’
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 11
Step 3 Analysis of project
characteristics
3.1 Distinguish the project as either objective or
product-based.
Is there more than one way of achieving
success?
3.2 Analyse other project characteristics
(including quality based ones)
what is different about this project?
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 12
Step 3 continued
Identify high level project risks
‘what could go wrong?’
‘what can we do to stop it?’
Take into account user requirements concerning
implementation
Select general life cycle approach
waterfall? Increments? Prototypes?
Review overall resource estimates
‘does all this increase the cost?’
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 13
Back to the scenario
Objectives vs. products
An objective-based approach has been adopted
Some risks
There may not be an off-the-shelf package that
caters for the way payroll is processed at
Brightmouth College
Answer?
Brigette decides to obtain details of how main
candidate packages work as soon as possible; also
agreement that if necessary processes will be
changed to fit in with new system.
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 14
Step 4 Identify project products
and activities
4.1 Identify and describe project products - ‘what do we have to
produce?’
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 15
Products
The result of an activity
Could be (among other things)
physical thing (‘installed pc’),
a document (‘logical data structure’)
a person (‘trained user’)
a new version of an old product (‘updated
software’)
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 16
Products
The following are NOT normally products:
activities (e.g. ‘training’)
events (e.g. ‘interviews completed’)
resources and actors (e.g. ‘software
developer’) - may be exceptions to this
Products CAN BE deliverable or intermediate
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 17
Product description (PD)
Product identity
Description - what is it?
Derivation - what is it
based on?
Composition - what
does it contain?
Format
Relevant standards
Quality criteria
Create a PD for ‘test data’
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 18
Step 4 continued
4.2 document generic
product flows
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 19
Step 4.3 Recognize product instances
The PBS and PFD will probably have identified
generic products e.g. ‘software modules’
It might be possible to identify specific instances
e.g. ‘module A’, ‘module B’ …
But in many cases this will have to be left to later,
more detailed, planning
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 20
4.4. Produce ideal activity network
Identify the activities needed to create each
product in the PFD
More than one activity might be needed to create
a single product
Hint: Identify activities by verb + noun but avoid
‘produce…’ (too vague)
Draw up activity network
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 21
An ‘ideal’ activity
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 22
Step 4.5 Add check-points if needed
Design
module A
Design
module B
Design
system
Design
module C
Code
module A
Code
module B
Code
module C
Test
system
Design
module A
Design
module B
Design
system
Design
module C
Code
module A
Code
module B
Code
module C
Test
system
Check-point
put in a
check point
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 23
Step 5:Estimate effort for each
activity
5.1 Carry out bottom-up estimates
distinguish carefully between effort and elapsed
time
5.2. Revise plan to create controllable activities
break up very long activities into a series of
smaller ones
bundle up very short activities (create check
lists?)
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 24
Step 6: Identify activity risks
6.1.Identify and quantify risks for activities
damage if risk occurs (measure in time lost or
money)
likelihood if risk occurring
6.2. Plan risk reduction and contingency
measures
risk reduction: activity to stop risk occurring
contingency: action if risk does occur
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 25
6.3 Adjust overall plans and estimates to take
account of risks
e.g. add new activities which reduce risks
associated with other activities e.g. training,
pilot trials, information gathering
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 26
Step 7: Allocate resources
7.1 Identify and allocate resources to activities
7.2 Revise plans and estimates to take into
account resource constraints
e.g. staff not being available until a later date
non-project activities
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 27
Gantt charts
Obtain user
requirements
Plan office layouts
Week
commencing
5 12 19 26
MARCH
APRIL
9 16
Analyse existing
system
2
Draft and issue ITT
Business analyst
Systems assistant
Business
analyst
Premises office
LT = lead tester
TA = testing assistant
Survey potential
suppliers
Generate test cases
Calculate volumes
Business analyst
Finance assistant
Systems assistant
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 28
Step 8: Review/publicise plan
8.1 Review quality aspects of project plan
8.2 Document plan and obtain agreement
Step 9 and 10: Execute plan and
create lower level plans
SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 29
Key points
Establish your objectives
Think about the characteristics of the project
Discover/set up the infrastructure to support the
project (including standards)
Identify products to be created and the
activities that will create them
Allocate resources
Set up quality processes

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Ch03_Step_Wise.ppt

  • 1. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 1 Software Project Management Chapter 3 Step Wise: An approach to planning software projects
  • 2. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 2 ‘Step Wise’ - aspirations Practicality tries to answer the question ‘what do I do now?’ Scalability useful for small project as well as large Range of application Accepted techniques e.g. borrowed from PRINCE etc
  • 3. SPM (5e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 3 ‘Step Wise’ - an overview 0.Select project 1. Identify project objectives 2. Identify project infrastructure 3. Analyse project characteristics 4. Identify products and activities 5. Estimate effort for activity 8. Review/ publicize plan 6. Identify activity risks 7. Allocate resources 9. Execute plan 10. Lower level planning Review Lower level detail For each activity
  • 4. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 4 A project scenario: Brightmouth College Payroll College currently has payroll processing carried out by a services company This is very expensive and does not allow detailed analysis of personnel data to be carried out Decision made to bring payroll ‘in-house’ by acquiring an ‘off-the-shelf’ application
  • 5. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 5 Project scenario - continued The use of the off-the-shelf system will require a new, internal, payroll office to be set up There will be a need to develop some software ‘add-ons’: one will take payroll data and combine it with time-table data to calculate the staff costs for each course run in the college The project manager is Brigette.
  • 6. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 6 Step 1 establish project scope and objectives 1.1 Identify objectives and measures of effectiveness ‘how do we know if we have succeeded?’ 1.2 Establish a project authority ‘who is the boss?’ 1.3 Identify all stakeholders in the project and their interests ‘who will be affected/involved in the project?’
  • 7. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 7 Step 1 continued 1.4 Modify objectives in the light of stakeholder analysis ‘do we need to do things to win over stakeholders?’ 1.5 Establish methods of communication with all parties ‘how do we keep in contact?’
  • 8. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 8 Back to the scenario Project authority - Brigette finds she has two different clients for the new system: the finance department and the personnel office. A vice principal agrees to be official client, and monthly meetings are chaired by the VP and attended by Brigette and the heads of finance and personnel - These meetings would also help overcome communication barriers
  • 9. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 9 Back to the scenario - continued Stakeholders For example, personnel office would supply details of new staff, leavers and changes (e.g. promotions) To motivate co-operation Brigette might ensure new payroll system produces reports that are useful to personnel staff
  • 10. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 10 Step 2 Establish project infrastructure 2.1 Establish link between project and any strategic plan ‘why did they want the project?’ 2.2 Identify installation standards and procedures ‘what standards do we have to follow?’ 2.3. Identify project team organization ‘where do I fit in?’
  • 11. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 11 Step 3 Analysis of project characteristics 3.1 Distinguish the project as either objective or product-based. Is there more than one way of achieving success? 3.2 Analyse other project characteristics (including quality based ones) what is different about this project?
  • 12. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 12 Step 3 continued Identify high level project risks ‘what could go wrong?’ ‘what can we do to stop it?’ Take into account user requirements concerning implementation Select general life cycle approach waterfall? Increments? Prototypes? Review overall resource estimates ‘does all this increase the cost?’
  • 13. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 13 Back to the scenario Objectives vs. products An objective-based approach has been adopted Some risks There may not be an off-the-shelf package that caters for the way payroll is processed at Brightmouth College Answer? Brigette decides to obtain details of how main candidate packages work as soon as possible; also agreement that if necessary processes will be changed to fit in with new system.
  • 14. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 14 Step 4 Identify project products and activities 4.1 Identify and describe project products - ‘what do we have to produce?’
  • 15. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 15 Products The result of an activity Could be (among other things) physical thing (‘installed pc’), a document (‘logical data structure’) a person (‘trained user’) a new version of an old product (‘updated software’)
  • 16. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 16 Products The following are NOT normally products: activities (e.g. ‘training’) events (e.g. ‘interviews completed’) resources and actors (e.g. ‘software developer’) - may be exceptions to this Products CAN BE deliverable or intermediate
  • 17. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 17 Product description (PD) Product identity Description - what is it? Derivation - what is it based on? Composition - what does it contain? Format Relevant standards Quality criteria Create a PD for ‘test data’
  • 18. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 18 Step 4 continued 4.2 document generic product flows
  • 19. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 19 Step 4.3 Recognize product instances The PBS and PFD will probably have identified generic products e.g. ‘software modules’ It might be possible to identify specific instances e.g. ‘module A’, ‘module B’ … But in many cases this will have to be left to later, more detailed, planning
  • 20. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 20 4.4. Produce ideal activity network Identify the activities needed to create each product in the PFD More than one activity might be needed to create a single product Hint: Identify activities by verb + noun but avoid ‘produce…’ (too vague) Draw up activity network
  • 21. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 21 An ‘ideal’ activity
  • 22. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 22 Step 4.5 Add check-points if needed Design module A Design module B Design system Design module C Code module A Code module B Code module C Test system Design module A Design module B Design system Design module C Code module A Code module B Code module C Test system Check-point put in a check point
  • 23. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 23 Step 5:Estimate effort for each activity 5.1 Carry out bottom-up estimates distinguish carefully between effort and elapsed time 5.2. Revise plan to create controllable activities break up very long activities into a series of smaller ones bundle up very short activities (create check lists?)
  • 24. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 24 Step 6: Identify activity risks 6.1.Identify and quantify risks for activities damage if risk occurs (measure in time lost or money) likelihood if risk occurring 6.2. Plan risk reduction and contingency measures risk reduction: activity to stop risk occurring contingency: action if risk does occur
  • 25. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 25 6.3 Adjust overall plans and estimates to take account of risks e.g. add new activities which reduce risks associated with other activities e.g. training, pilot trials, information gathering
  • 26. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 26 Step 7: Allocate resources 7.1 Identify and allocate resources to activities 7.2 Revise plans and estimates to take into account resource constraints e.g. staff not being available until a later date non-project activities
  • 27. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 27 Gantt charts Obtain user requirements Plan office layouts Week commencing 5 12 19 26 MARCH APRIL 9 16 Analyse existing system 2 Draft and issue ITT Business analyst Systems assistant Business analyst Premises office LT = lead tester TA = testing assistant Survey potential suppliers Generate test cases Calculate volumes Business analyst Finance assistant Systems assistant
  • 28. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 28 Step 8: Review/publicise plan 8.1 Review quality aspects of project plan 8.2 Document plan and obtain agreement Step 9 and 10: Execute plan and create lower level plans
  • 29. SPM (6e) Step Wise: an introduction to project planning© The McGraw-Hill Companies, 2017 29 Key points Establish your objectives Think about the characteristics of the project Discover/set up the infrastructure to support the project (including standards) Identify products to be created and the activities that will create them Allocate resources Set up quality processes