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    Windows XP Migration Project Plan

    Dan Thomasson

    [email protected]

    TS5120 – Project Management

    March 24, 2004

    1

    mailto:[email protected]:[email protected]

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      .1.2. Ca)abilit' "aturit' "odel………………………………………………………... 2:  .1.3. ,&0 ::1………………………………………………………………………….. 2:  .2. ;ualit' ssurance……………………………………………………………………... 21  .2.1. ,%%% 3:………………………………………………………………………….. 21  .2.2. ,%%% &toneman…………………………………………………………………… 21

      .3. ;ualit' Control………………………………………………………………………... 21  .3.1. "onitorin# !ro/ect !ro#ress……………………………………………………… 21  .3.2. ,%%% 1:2………………………………………………………………………… 21  .4. Testin#…………………………………………………………………………………. 2210.ost and ene'it (nal$sis %%%%%%%%%%%%%%%%%%%%%%%%.. 22  1:.1. Cost of !ro/ect *esources……………………………………………………………. 22  1:.2. Benefits………………………………………………………………………………. 2311. Project Sign6+''%%%%%%%%%%%%%%%%%%%%%%%%%%%%. 24))endi( 1< Business Case for !ro/ect =ame………………………………………………... 25))endi( 2< Business Case for 8inancials……………………………………………………. 2$))endi( 3< !ro/ect Charter………………………………………………………………….. 2

    ))endi( 4< !ro/ect =ame>?ic9+off "eetin#………………………………………………… 2))endi( 5< &co)e &tatement………………………………………………………………… 2))endi( $< Wee9l' &tatus *e)ort…………………………………………………………… 3:))endi( < "ilestone *e)ort for !ro/ect =ame…………………………………………….. 31))endi( < ;ualit' ssurance !lan for !ro/ect =ame……………………………………… 32))endi( < Client cce)tance>!ro/ect Com)letion 8orm…………………………………... 33))endi( 1:< Team Contract…………………………………………………………………. 34))endi( 11< &oftware !ro/ect "ana#ement !lan for !ro/ect =ame………………………… 35))endi( 12< Windows ! "i#ration ,ntranet Web &ite …………………………………… 3$))endi( 13< ,%%% &tandards for ,nformation Technolo#'…………………………………. 3*eferences…………………………………………………………………………………….. 3

    Tables

    Ta)le 1

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    1. %(ecuti-e &ummar'

    Ban9 of merica has /ust incor)orated $:::: new em)lo'ees with the mer#er of 8leetBoston. "an' of the ban9s lon#+time em)lo'ees and newl' ac6uired em)lo'ees wor9 on-arious t')es of hardware Ala)to)s and des9to)s with different o)eratin# s'stems. The C%0 of

    Technolo#' and 0)erations within the ban9 reco#nies a need to consolidate all the differento)eratin# s'stems down to onl' one< "icrosoft Windows !. is -ision is to reduce )rocessescut costs and follow &i( &i#ma to the letter. With his su))ort and the su))ort of other seniormana#ers and business mana#ers a bud#et was set aside for the testin# and mi#ration ofWindows ! to all ban9 !Cs. Therefore a )ro/ect needed to be created to realie his -ision.

    The )ur)ose of the Windows ! "i#ration )ro/ect is to brin# about more !C securit' andreliabilit' b' u)#radin# all des9to) and la)to) com)uters within Differentiated &er-ice !latform%n#ineerin# at Ban9 of merica with one su))ortable o)eratin# s'stem.

    2. Definitions cron'ms and bbre-iations

    (9 – ))lication ,nte#ration E a software+)ac9a#in# #rou) that combines the a))licationsource code into "icrosoft Windows ,nstaller A"&, )ac9a#es for software distribution

    aseline –  the ori#inal )ro/ect )lan )lus a))ro-ed chan#es

    M – Chan#e "ana#ement + #enerall' includes mana#ement of the re6uirements andfunctional s)ecifications includin#  )olic' rules )rocedures information acti-ities rolesauthoriation le-els and states relatin# to the creation u)dates a))ro-als trac9in# andarchi-in# of chan#e re6uests and )roblem re)orts

    MM E Ca)abilit' "aturit' "odel E a fi-e+le-el model A1. ,nitial 2. *e)eatable 3.Defined 4. "ana#ed and 5. 0)timiin# la'in# out a #eneric )ath to )rocessim)ro-ement for software de-elo)ment or#aniations

    ontingenc$ Plans – )redefined actions that the )ro/ect team will ta9e if an identifiedris9 e-ent occurs

    :antt hart – a standard format for dis)la'in# )ro/ect schedule information b' listin# )ro/ect acti-ities and their corres)ondin# start and finish dates in a calendar format

    9 E ,nstitute of %lectrical and %lectronics %n#ineers + a )rofessional and technical

    association that s)ans the #lobe with members re)resentin# nearl' 5:F of the worldGsindi-idual countries. ,%%% de-elo)s technical standards for com)uter en#ineerin#telecommunications aeros)ace software testin# and 6ualit' alon# with man' othertechnical arenas. &ee ))endi( 13< ,%%% &tandards for ,nformation Technolo#'.

    9S+ E ,nternational 0r#aniation for &tandardiation + )ro-ides o-er 13:: ,nternational&tandards for business #o-ernment and societ'. ,&0 is a networ9 of national standardsinstitutes in nearl' 15: countries and has a central location in &witerland.

    4

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    Milestone E a si#nificant e-ent on a )ro/ect with ero duration

    PM+; E !ro/ect "ana#ement Bod' of ?nowled#e E an inclusi-e term that describesthe sum of 9nowled#e within the )rofession of )ro/ect mana#ement

    ( – ;ualit' ssurance E )eriodicall' e-aluatin# o-erall )ro/ect )erformance to ensurethe )ro/ect will satisf' the rele-ant 6ualit' standards

    (M – *es)onsibilit' ssi#nment "atri( E a matri( that ma)s the wor9 of the )ro/ect asdescribed in the WB& to the )eo)le res)onsible for )erformin# the wor9 as described inan or#aniational brea9down structure

    M E *elease "ana#ement + the )erson res)onsible for the definition trac9in# anddistribution of a )roduct release

    S& E &oftware Distribution E the deli-er' mechanism for distributin# the com)letedAde-elo)ed and tested software )ac9a#es to the des9to) Si! Sigma E a com)rehensi-e and fle(ible s'stem for achie-in# sustainin# andma(imiin# business success that is uni6uel' dri-en b' close understandin# of customerneeds disci)lined use of facts data statistical anal'sis and dili#ent attention tomana#in# im)ro-in# and rein-entin# business )rocess

    Staeholders E )eo)le in-ol-ed in or affected b' )ro/ect acti-ities

    SW+; E &oftware %n#ineerin# Bod' of ?nowled#e + an ,%%% &toneman A-ersion :.standard for software de-elo)ers and testers

    WS – Wor9 Brea9down &tructure E a deli-erable+oriented #rou)in# of the wor9in-ol-ed in a )ro/ect that defines the total sco)e of the )ro/ect

    3. !ro/ect 0-er-iew

    *.1. "siness ase

    Differentiated &er-ice at Ban9 of merica su))orts fi-e different client o)eratin#s'stems and also su))orts o-er ::: em)lo'ees. &ecurit' reliabilit' and remote

    troubleshootin# of all fi-e o)eratin# s'stems are e(tremel' costl'. With the Windows !"i#ration !ro/ect the ban9 is see9in# to reduce su))ort costs while enhancin# the usercom)utin# e()erience. B' consolidatin# the fi-e o)eratin# s'stems down to one Windows !this )ro/ect e()ects to )ro-ide sa-in#s in de)lo'ment at more than $: )ercent and o-erallo)eratin#+cost sa-in#s at 22 )ercent )er 'ear A'ieldin# a sa-in#s of o-er H33:::: )er 'ear o-erthe ne(t four 'ears.

    5

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    "aintainin# and su))ortin# multi)le o)eratin# s'stems amon# offices worldwide is achallen#e. ,n order to maintain the re6uired le-el of reliabilit' and securit' demanded b' toda'Gssoftware a))lications and the ,nternet reduction in com)le(it' is a must. To 9ee) su))ort costsat a reasonable le-el uniformit' AIonenessJ needs to be increased.

    Besides the aforementioned reasons for mi#ratin# to Windows ! for the ban9 there areadditional benefits.

    *.2. Windows XP Migration ene'its

    *.2.1. etter Per'ormance 

    The ban9Ks -ision is to ha-e LonenessL across all de)artments and that includes usin# thesame o)eratin# s'stem. "i#ratin# to Windows ! will brin# Differentiated &er-ice u) to s)eedwith the most current o)eratin# s'stem. Windows ! offers su)erior )erformance in com)arisonto Windows 2::: and all other -ersions of Windows. =ot onl' does it boot and resume 6uic9l'

    itKs also hi#hl' res)onsi-e when switchin# a))lications startin# new a))lications and runnin# awide -ariet' of wor9loads. The )erformance im)ro-ements ma' seem incremental but combinedthe' will deli-er a much faster e()erience for the user.

    *.2.2. nhanced Sec"rit$

    "obile com)utin# and ,nternet communications ha-e come at a cost + e()osin# businesses to increasin# securit' ris9s. Windows ! offers robust securit' features with the aimof )rotectin# sensiti-e data and )ro-idin# su))ort for mana#in# users on the networ9. nim)ortant feature of Windows ! is the %ncr')tin# 8ile &'stem A%8& that )rotects sensiti-edata files and now wor9s with 0ffline 8iles and 8olders. Windows ! su))orts the latest securit'standards and enhanced -irus )rotection )rotectin# from some of the more common t')es of,nternet attac9.

    *.2.*. etter Mo)ile !-erience

    %nhanced wireless su))ort is also a si#nificant de-elo)ment with Windows !. This newo)eratin# s'stem )ro-ides Mero Confi#uration su))ort allowin# a la)to) with a wireless ada)tercard to automaticall' detect and connect to wireless access )oints that are within ran#e. s hi#h+s)eed wireless networ9s become more common)lace within cor)orate en-ironments air)ortsand hotels this ease of connection will be essential enablin# remote users to sta' )roducti-ere#ardless of their location.

    *.2.4. eal6time omm"nications

    Differentiated &er-ice needs the fle(ibilit' to communicate usin# a number oftechnolo#ies in a seamless fashion. Windows ! includes su))ort for real+time -oice and -ideocommunications instant messa#in# and online collaboration now full' inte#rated as Windows"essen#er. This enables users to communicate with their collea#ues customers and )artners inreal+time usin# te(t audio -ideo and other collaborati-e tools. *eal+time communications will

    $

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    e(tend to !oc9et !Cs mobile )hones and other smart de-ices enablin# more fle(ible wor9in#.

    *.2.5. et"rn on 9n#estment

    &i#nificant im)ro-ements to reliabilit' )erformance and mana#eabilit' witnessed in

    Windows ! will ensure it offers an e6ual if not better return on in-estment com)ared toWindows 2:::.

    0nce all wor9stations are in line with one o)eratin# s'stem AWindows ! LonenessL for the ban9 will finall' be achie-ed. To )ut this )ro/ect into action a !ro/ect Charter must bede-elo)ed. The Charter discusses )ro/ect ob/ecti-es be#innin# and endin# dates for the )ro/ect bud#et information a))roaches alon# with roles and res)onsibilities of the )ro/ect members. *.*. Project harter

    The !ro/ect CharterGs title is Windows ! "i#ration. The o-erall schedule of the )ro/ect

    from start to com)letion is anuar' 1 2::4 to ul' 2::4.

    *.*.1. Project +)jecti#es

    The ob/ecti-es of the )ro/ect are to mi#rate all la)to)s and des9to)s to Windows ! andu)#rade all hardwareNsoftware to wor9 with Windows ! for all Differentiated &er-ice AD&em)lo'ees Aa))ro(imatel' 1::: with an additional $:::: from the 8leet Boston mer#erwithin $ months based on new cor)orate standards.

    *.*.2. Project "dget 9n'ormation

    total of H15:::::.:: is allocated to the Windows ! "i#ration )ro/ect for resourcesthat include )ro/ect mana#ers team leads testers and other essential )ersonnel labor costs. Thefinances for u)#radin# the actual hardware of o-er ::: des9to)s la)to)s and ser-ers doesnot come out of this bud#et and will not be considered for this )ro/ect.

    *.*.*. Project (--roach

    • udit all Differentiated &er-ice hardware and software to determine u)#rade needs for

    com)atibilit' with Windows !

    • De-elo) an initial )lan to identif' )ro/ect mana#er )ro/ect team and sta9eholders

    • !re)are business case to identif' reasonsNris9s for mi#ratin# to Windows !

    ,f not alread' e(istin# de-elo) standards testin# and mi#ration )rocesses alon# with testcases for testin# Oine+of+Business AO0B a))lications on hardware )latforms mi#rated toWindows !

    • Decide on whether to lease or bu' new !C hardware u)#rades

    • Test all Pendor or ,nternall' installed !Cs with the new Windows ! o)eratin# s'stem

    • %nsure &oftware Distribution of AO0B a))lications function on Windows !

    • !ro-ide a Benefits measurement Asecurit' s)eed ease of use etc. of usin# Windows !

    o-er the )re-iousl' installed 0&

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    *.4. Project oles and es-onsi)ilities

    *.4.1. oles and es-onsi)ilites

    Ta)le 17 Roles and Responsibilities

    ole

    Position

    ontact

    9n'ormation

    !ro/ect "ana#er Dan Thomasson D&+%ast !ro/ect Oead 704-396-7965

    Team "ana#er ?ristin Clar9 D&+West Team Oead 25+435+$233

    Pendor ohn 8ranc Com)a6 A!Cs>Oa)to)s :4+53+122

    Team "ember im 8ar9as D&+%ast ; Tester :4+3$+$3

    Team "ember Oee untins#er D&+%ast ; Tester :4+3+1:34

    Team "ember !ete "i9alatos D&+West ; Tester 25+435+$235

    Team "ember *uss %dd' D&+West ; Tester 25+435+$23

    &oftwareDistribution

    nthon' &ca-o D&+%ast &D nal'st :4+3+1:2

    *elease"ana#ement

    ud' 8errara D&+%ast *" :4+3+3254

    Chan#e"ana#ement

    Trac' Wells D&+West C" 25+435+$23

    ))lication,nte#ration

    Oisa &edberr' D&+%ast , "ana#er :4+3$+4233

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    *.4.2. es-onsi)ilit$ (ssignment Matri! ?(M@

    Ta)le 27 Responsibility Assignment Matrix (RAM)

    ST(;A+B&S

     ITEMS Clients Project 

     Manager 

    s

    Team

     Manager 

    s

     Standards &

     Process

     e!elopers

    "endor & Internal 

     #P Installers

     $ard%are

    pgraders

    Testers So't%are

     istribtors

    Business Case & & ! , ! ! , ,!ro/ect Charter & & ! , , ! , !

    Team Contract & & ! , , ! , , ,

    &co)e &tatement & & ! , , , , ,

    WB& De-elo)ment & & ! , ! , , , ,

    &chedule Q CostBaseline

    & & ! , ! , , , ! ,

    nal'e *is9s & & ! , , ,

    Contin#enc' !lan & & ! , ! ! ! , ! !

    &ur-e' , ! , , ! , ! , ! , ! , ! , !

    7ser ,n)uts , ! , , , , , , ,

    &tandards Q !rocesses & , * & , * ! ! , , , ! ,

    Desi#n Testin#Tem)latesQ Test &cri)ts

    , * , ! , ! *  

    Pendor ! ,nstalls & , & * , , ! * , ! ! , !

    ,nternal ! ,nstalls & , * , , ! * , ! ! , !

    ardware>WindowsTestin#

    , * , , , , ! ,

    ardware 7)#rades & , * , , , ! ! ,

    &oftware Distribution & , , ! , ! , , , !

    Benefits "easurements & , * , , , , ,

    &tatus *e)orts ! * & ! * & * * * * ! *  

    8inal !ro/ect *e-iew & & * & * * * * * *  

    ( R ccountable P R !artici)ant   R *e-iew *e6uired 9 R ,n)ut *e6uired SR &i#n+off *e6uired

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    *.5. Project Sched"le

    The )ro/ect schedule shown in Table 3 can be -iewed in more detail in the "icrosoft!ro/ect file called T&512:S!ro/ectS&cheduleSThomasson.m)).

    Ta)le *7 Project Scedle

    9nitiating 5 da's 1>1>2::4 23>2::4 1assi#n )ro/ect mana#er 1 da' 1>1>2::4 1>2::4 11>2::4 23>2::4 11>2::4 $>2::4 12$>2::4 $>2::4 11>2::4 3:>2::4 11>2::4 3:>2::4 11>2::4 $>2::4 1>2::4 2>2::4 11>2::4 2>2::4 11>2::4 >2::4 11:>2::4 21>2::4 11>2::4 >2::4 15>2::4 >2::4 1>2::4 >2::4 1

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    4. Team ontract

     The Team Contract will consist of the project name: Windows X!i"ration# and a si"n-o$ list of project team mem%ers as pre&io'sl( shown in Ta%le ): Roles and Responsibilities.  The followin" %'lleted list comes from Ta%le 3-6: Team Contract in Chapter 3# pa"e *+ of Information TechnologyProject Management  %( ,ath( chwal%e# and will %e incorporated into theWindows X !i"ration project.

    4.1. ode o' ond"ct7 s a )ro/ect team we will<

    • Wor9 )roacti-el' antici)atin# )otential )roblems and wor9in# to )re-ent them

    • ?ee) other team members informed of information related to the )ro/ect

    • 8ocus on what is best for the entire )ro/ect team

    4.2. Partici-ation7 We will<

    • Be honest and o)en durin# all )ro/ect acti-ities

    • %ncoura#e di-ersit' in teamwor9 

    • !ro-ide the o))ortunit' for e6ual )artici)ation

    • Be o)en to new a))roaches and consider new ideas

    • a-e one discussion at a time

    • Oet the )ro/ect mana#er 9now well in ad-ance if a team member has to miss a meetin# or

    ma' ha-e trouble meetin# a deadline for a #i-en tas9 

    4.*. omm"nication7 We will<

    • Decide as a team on the best wa' to communicate. &ince a few team members cannot

    meet often for face+to+face meetin#s we will use e+mail a )ro/ect Web site and othertechnolo#' to assist in communicatin#

    • a-e the )ro/ect mana#er facilitate all meetin#s and arran#e for )hone and

    -ideoconferences as needed

    • Wor9 to#ether to create the )ro/ect schedule and enter actuals into our enter)rise+wide

     )ro/ect mana#ement s'stem b' 4 !" e-er' 8rida'

    • !resent ideas clearl' and concisel'

    • ?ee) discussions on trac9 and ha-e one discussion at a time

    4.4. Pro)lem Sol#ing7 We will<

    • %ncoura#e e-er'one to )artici)ate in sol-in# )roblems

    • 0nl' use constructi-e criticism and focus on sol-in# )roblems not blamin# )eo)le

    • &tri-e to build on each otherGs ideas

    4.5. Meeting :"idelines7 We will<

    11

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    • !lan to ha-e a face+to+face meetin# the first and third Tuesda' mornin# of e-er' month

    • "eet more fre6uentl' the first month

    • rran#e for tele)hone or -ideoconferencin# for )artici)ants as needed

    • old other meetin#s as needed

    • *ecord meetin# minutes and send them out -ia e+mail within 24 hours of all )ro/ectmeetin#s focusin# on decisions made and action items from each meetin#

    • De-elo) an a#enda before all meetin#s with our )ro/ect s)onsor and client ad-isors

    • Document ma/or issues and decisions related to the )ro/ect and send them out -ia e+mail

    to all team members and the )ro/ect s)onsor 

    5. Sco-e Statement

    5.1. Project D"sti'ication

    0-er H33:::: can be sa-ed annuall' for the ne(t four 'ears b' #oin# to one o)eratin#s'stem. ,nstead of trainin# el) Des9 anal'sts on fi-e different o)eratin# s'stems the' wouldonl' need to learn one< Windows !. Besides increasin# s'stem securit' and reliabilit' thereare se-eral #ood reasons to /ustif' the Windows ! "i#ration !ro/ect. &ee the benefits ofu)#radin# to Windows ! in sections 3.2 and 1:.2 of this )a)er.

    5.2. Prod"ct haracteristics and eE"irements

    5.2.1. Minim"m reE"irements to Fse Windows XP Pro'essional

    • !C with 3:: me#ahert or hi#her )rocessor cloc9 s)eed recommended 233 "

    minimum re6uired Asin#le or dual )rocessor s'stemU ,ntel !entium>Celeron famil' or"D ?$>thlon>Duron famil' or com)atible )rocessor recommended

    • 12 me#ab'tes A"B of *" or hi#her recommended A$4 "B minimum su))orted ma'

    limit )erformance and some features

    • 1.5 #i#ab'tes AB of a-ailable hard dis9 s)aceU

    • &u)er P A:: V $:: or hi#her+resolution -ideo ada)ter and monitor

    • CD+*0" or DPD dri-e

    • ?e'board and "icrosoft "ouse or com)atible )ointin# de-ice

    5.2.2. (dditional 9tems or Ser#ices eE"ired to Fse ertain Windows XP 8eat"res

    1. 8or 9nternet access7

    12

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    • &ome ,nternet functionalit' ma' re6uire ,nternet access a "icrosoft .=%T !ass)ort

    account and )a'ment of a se)arate fee to a ser-ice )ro-ider local and>or lon#+distance tele)hone toll char#es ma' a))l'

    • 14.4 9ilobits )er second A?b)s or hi#her+s)eed modem

    2. 8or networing7

     =etwor9 ada)ter a))ro)riate for the t')e of local+area wide+area wireless or homenetwor9 'ou wish to connect to and access to an a))ro)riate networ9 infrastructureaccess to third+)art' networ9s ma' re6uire additional char#es

    *. 8or instant messaging, #oice and #ideocon'erencing, and a--lication sharing, )oth

     -arties need7

    "icrosoft .=%T !ass)ort account and ,nternet access or "icrosoft %(chan#e 2::: &er-er instant messa#in# account and networ9 access Asome confi#urations ma' re6uiredownload of additional com)onents

    4. 8or #oice and #ideocon'erencing, )oth -arties also need7

    • 33.$ ?b)s or hi#her+s)eed modem or a networ9 connection

    • "icro)hone and sound card with s)ea9ers or headset

    5. 8or #ideocon'erencing, )oth -arties also need7

    • Pideo conferencin# camera

    • Windows !

    . 8or a--lication sharing, )oth -arties also need7

    • 33.$ ?b)s or hi#her+s)eed modem or a networ9 connection

    • Windows !

    /. 8or remote assistance7

    Both )arties must be runnin# Windows ! and be connected b' a networ9

    . 8or remote desto-7

    Windows 5 or laterEbased com)uter and the two machines must be connected b' anetwor9

    3. 8or so"nd7

    &ound card and s)ea9ers or head)hones

    10. 8or &G& #ideo -la$)ac7

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    • DPD dri-e and DPD decoder card or DPD decoder software

    • "B of -ideo *"

    11. 8or Windows Mo#ie Maer7

    Pideo ca)ture feature re6uires a))ro)riate di#ital or analo# -ideo ca)ture de-ice

    4:: " or hi#her )rocessor for di#ital -ideo camera ca)ture

    U ctual re6uirements will -ar' based on 'our s'stem confi#uration and the a))licationsand features 'ou choose to install. dditional a-ailable hard dis9 s)ace ma' be re6uired if 'ou are installin# o-er a networ9.

    5.*. S"mmar$ o' Prod"ct &eli#era)les

    5.*.1. Project Management6elated &eli#era)les

    The Windows ! "i#ration !ro/ect will contain the followin# deli-erables< Businesscase )ro/ect charter team contract sco)e statement WB& schedule and cost baseline anttchart sur-e' standards testin# )rocesses mi#ration )rocesses tem)lates and test scri)ts benefits measurement status re)orts final )ro/ect re)ort final )ro/ect )resentation lessons+learned re)ort and an' other documents re6uired to mana#e the )ro/ect.

    5.*.2. Prod"ct6elated &eli#era)les

    The )roduct+related deli-erables consist of research re)orts desi#n documents softwarecode defect+trac9in# re)orts and software re6uirement lists usin# the "ercur' ,nteracti-eGsTestDirector utilit' Windows ! incremental build ima#es alon# with the followin# basic core

    a))lications to come on the build ima#es<

    • dobe crobat *eader $.:

    • "icrosoft ,nternet %()lorer $.:

    • "icrosoft 0ffice !rofessional 2::2

    • "icrosoft 0utloo9 2::2

    • ;W&32: A"ainframe connecti-it'

    • &'mantec nti+Pirus .:

    • Windows "edia !la'er .:

    • WinDPD

    • WinMi) .1

    The -arious hardware )latforms are di-ided into two #rou)s< 1. Oa)to)s and 2. Des9to)sand are further di-ided b' -endor t')es<

    1. Oa)to)s<

    a. Toshiba 2::CT

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     b. Toshiba 2::CTec. Toshiba 1::d. Toshiba 2::e. ,B" T21f. ,B" T23

    #. ,B" T4:

    2. Des9to)s<

    a. Dell 45: b. Dell 53:c. Com)a6 %=::d. Com)a6 1i#e. Com)a6 %P0 33:f. Com)a6 %P0 5::#. Com)a6 %P0 53:

    5.4. Milestones

    The followin# le#end should be used for the "ilestones in Table 4.

    • C R Clients

    • 7 R ardware 7)#raders

    • !D R !rocess De-elo)er 

    • !" R !ro/ect "an#er 

    • &D R &oftware Distributors

    • T" R Team "ana#er 

    • T R Testers

    • P R Pendors

    • OO R ll the abo-e

    Ta)le 47 Milestones

    Milestone &ate Stat"s es-onsi)le 9ss"es>omments

     Initiating 

      Determine>assi#n )ro/ect mana#er 1>1>2::4 1::F !"

      ,dentif' 9e' sta9eholders 1>2:>2::4 1::F !"

      !re)are business case 1>23>2::4 1::F !" T"

      !re)are )ro/ect charter 1>23>2::4 1::F !" T" C Planning   

    old )ro/ect 9ic9off meetin# 1>1>2::4 1::F OO

      !re)are team contract 2>$>2::4 1::F !" T"

      !re)are sco)e statement 1>23>2::4 1::F !"

      !re)are WB& 1>3:>2::4 1::F !"

      !re)are schedule and cost baseline 1>1>2::4 1::F !" T"

      Determine tas9 resources 1>1>2::4 1::F !" T"

      Determine tas9 durations 1>1>2::4 1::F !" T"

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      Determine tas9 de)endencies 1>1>2::4 1::F !" T"

      Create draft antt chart 1>2:>2::4 1::F !"

      *e-iew and finalie antt chart 1>21>2::4 1::F !"

      ,dentif' discuss and )rioritie ris9s 1>1>2::4 1::F OO

     Execting   

    &ur-e' 1>21>2::4 1::F T" T C

      7ser in)uts 1>3:>2::4 1::F C  De-elo) &tandardsN!rocesses 3>2$>2::4 F !D

      &tandards 2>$>2::4 1::F !D

      Testin# !rocesses 2>2>2::4 1::F !D T

      "i#ration !rocesses 2>2>2::4 1::F !D 7

      Tem)lates and Test &cri)ts 3>2$>2::4 F T

      Pendor ! ,nstalls 2>2>2::4 1::F P

      ,nternal ! ,nstalls 5>21>2::4 5:F T

      ardware>Windows ! Testin# 5>>2::4 $:F P T

      ardware 7)#rades 5>14>2::4 $:F 7

      &oftware Distribution 5>21>2::4 5:F &D

      !ro/ect Benefits "easurement 2>13>2::4 1::F !" T" P

    Controlling 

      &tatus *e)orts >>2::4 5:F !" T" PT 7

    Closing 

      !re)are final )ro/ect re)ort >5>2::4 :F !" T"

      !re)are final )ro/ect )resentation >>2::4 :F !"

      Oessons learned >>2::4 :F OO

    5.5. Wor readown Str"ct"re ?WS@

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    Windows XP

     Migration Project

    Initiating Planning Executing Controlling Closing

    Select Project

    Manager 

    Form Project

    Team

    Identify Key

    Stae!olders

    Pre"are #usiness

    Case

    $old Project

    Kicoff Meeting

    Pre"are Team

    Contract

    Pre"are Sco"e

    Statement

    Pre"are Sc!edule

    % Cost #aseline

    Identify& 'iscuss&

    % Prioriti(e )iss

    Pre"are Project

    C!arter 

    Sur*ey

    +ser In"uts

    Standards %

    Processes

    $ardware

    +"grades

    XP Installs ,

    -endor % Internal

    XP Testing

    Software

    'istri.ution

    #enefits

    Measurement

    Status )e"ortsPre"are Final

    Project )e"ort

    Pre"are Final

    Presentation

    'ocument

    /essons /earned

    East,West

    Communications

    8ig"re 17 *+S 

    . ontingenc$ Plan

    dditional da's and funds will be set aside for the Windows ! "i#ration !ro/ect to actas a buffer in case of )ro/ect com)letion dela's. The total timeframe for )ro/ect com)letion issi( months or 1: da's. The actual wor9 to com)lete the testin# and mi#ration of Windows !has been calculated to be 12: actual da's based on )re-ious mi#ration )ro/ects. Therefore $:additional da's can be used to miti#ate )ossible ris9s of )ro/ect dela's.

    ,n the case where certain de)artments do not recei-e the re6uested hardware u)#rades b'the -endor on the date that Windows ! is to be installed contin#enc' )lans are set in )lace toha-e an alternate hardware -endor deli-er the !Cs.

    /. is Plans

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    /.1. Windows XP Migration Project is Management Plan

    ,t is im)ortant to establish a *is9 "ana#ement !lan at the be#innin# of a )ro/ect. ettin#all the sta9eholders in-ol-ed in identif'in# s)ecific ris9s for their areas of the )ro/ect is /ust thefirst ste).

    /.2. Windows XP Migration Project is es-onse Plan

    The second ste) would be to create a *is9 *es)onse !lan that includes ris9s that areidentified )eo)le Asta9eholders assi#ned res)onsibilities for mana#in# those ris9s results fromris9 anal'sis res)onse strate#ies bud#et and schedule estimates for res)onses and contin#enc'and fallbac9 )lans.

    ,f new ris9s occur but sta9eholders do not ac9nowled#e the ris9s , would still u)date the*is9 *es)onse !lan and )ut the ris9s ne(t to the res)onsible sta9eholderKs name. , would remindthe sta9eholders that the *is9 *es)onse !lan is -iewed b' e(ecuti-e mana#ement. ,f the )ro/ect

    schedule becomes e(cessi-el' dela'ed o-er bud#et or fails because of lac9 ofac9nowled#ement of the ris9s b' the sta9eholders then the sta9eholders will be held accountablefor their actions.

    /.*. To- Ten iss in 9n'ormation Technolog$

    The followin# to) ten ris9s come from ,ntel but )ertain to Ban9 of merica andes)eciall' the ! "i#ration )ro/ect.

    1 Dela'in# 'our re#ular refresh c'cle for des9to) and noteboo9 !Cs in an effort to sa-emone'

    2 7sin# a des9to) !C as a ser-er.3 ,nstallin# unauthoried wireless access )oints in a com)an' buildin#.4 7sin# outdated or manual data stora#e methods as 'our )rimar' data bac9u) solution.5 i-in# em)lo'ees the wron# machines for their /obs.$ "aintainin# multi)le ima#es in the client !C base. 7sin# ille#al unauthoried )irated or shared software. 0)eratin# and maintainin# multi)le ser-ers without considerin# consolidation. "odif'in# or re)lacin# internal !C hardware com)onents to achie-e better )erformance.1: &harin# wor9 e+mail addresses and other sensiti-e information on the ,nternet.

     /.4. is (ssessment Matri! ?(M@

    Ta)le 57 Ris, Assessment Matrix (RAM)

    aning Potential is Se#erit$ 9m-act is esol"tion > Mitigation

    1 ,nade6uate !lannin# 4 Wor9 on re-isin# the entire )ro/ect )lanAWB&.

    2 !oor definition of !"i#ration !ro/ect

    " 3 old additional meetin#s with )ro/ectcustomer s)onsor and other sta9eholders toclarif' sco)e and !ro/ect Charter.

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    3 ,nsufficient testin#staff.

    4 fter mer#er with 8leet Boston add 4additional testin# en#ineers to the testin#staff.

    4 7nder+estimated costs because of 8leetBoston mer#er.

    5 *e-ise cost estimates to include additional$:::: !Cs for a total of ::: !Cs.,ncrease bud#et for )ro/ect from H1::::::

    to H15::::: for )ro/ect resources.ardware costs comes from a different bud#et of H15$::::::.

    5 ,nsufficient Time%stimates

    " 4 *e-ise schedule estimates to reflectadditional testin# and mi#ration time neededto incor)orate the u)#rades of ::: !Cs.

    $ Too much focus onone )art of the )ro/ect

    " 3 %m)hasie team su))ort and a-oid stand+alone )ro/ect structure.,ncrease fre6uenc' of )ro/ect monitorin#.7se WB& and C!"

    7nable to orderhardware A!Csin time for mi#rationof !

    " 4 Contact hardware -endors three months )rior to actual mi#ration to ac6uirenecessar' !Cs.

    &e-erit'< OR Oow " R "edium R i#h,m)act< 1 R Oeast !robable 5 R "ost !robable

    . !ro/ect Communication !lan

    %(cellent communication s9ills b' )ro/ect mana#ers are essential and can be theinfluencin# factor in the successful com)letion of ma/or )ro/ects within bud#et and on time.!ro/ect mana#ers must be able to<

    Communicate ideas )roblems and solutions clearl'• Create )rofessional technical documentation status re)orts )ro/ect )lans test

     )lans defects etc. with a))ro)riate content

    • Communicate in a le-el of detail a))ro)riate for their audience

    • Communicate a sense of ur#enc' and com)etence

    • 8ollow u) to ensure that communication was recei-ed and understood

    • Be rece)ti-e to e(chan#in# ideas and bein# o)en minded

    !ro/ect mana#ers should also de-elo) a strate#' for ma9in# sure )ro/ect deli-erables arecon-e'ed to the ri#ht tar#et audience usin# the most efficient deli-er' mechanism. Toaccom)lish this tas9 the )ro/ect mana#er could )re)are a !ro/ect Communication !lan as in

    Table $. This communication )lan relates to the Windows ! "i#ration )ro/ect.

    Ta)le  E Project Communication Plan 

    &eli#era)le T$-e Target

    ("dience?s@

    Who

    es-onsi)leH

    &eli#er$

    Method

    &eli#er$

    8reE"enc$

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    Business Case "andator' &hareholdersC%0

    !ro/ect"ana#er 

    8ormal!resentation

    0nce

    !ro/ect Charter "andator' !ro/ect Team !ro/ect"ana#er 

    8ormal!resentation

    0nce

    Team Contract "andator' !ro/ect Team !ro/ect Team 8ormal!resentation

    0nce

    &co)e &tatement ,nformational !ro/ect Team !ro/ect"ana#er 

    ,ntranet%+mail

    0nce

    WB& "andator' !ro/ect Team !ro/ect"ana#er 

    ,ntranet%mail

    0nce

    &chedule andCost Baseline

    "andator' !ro/ect TeamC%0

    !ro/ect"ana#er 

    ,ntranet%+mail

    Wee9l'

    antt Chart ,nformational !ro/ect Team !ro/ect"ana#er 

    ,ntranet%+mail

    0nce withoccasionalu)dates.

    &ur-e' ,nformational Clients Team "ana#ers ,ntranet%+mail8a(&nail "ail

    0n+#oin#throu#hout )ro/ect

    &tandards ,nformational !ro/ect Team &tandardsDe-elo)er 

    ,ntranet 0nce

    Testin#!rocesses

    ,nformational Testin# Team Testin#"ana#erTesters

    ,ntranet 0nce

    "i#ration!rocesses

    ,nformational Clients ! 7)#raders ,ntranet 0nce

    Tem)lates andTest &cri)ts

    ,nformational Testin# Team Testers ,ntranet%+mail

    0n+#oin#

    Benefits"easurement

    ,nformational &hareholdersC%0

    !ro/ect"ana#er 

    8ormal!resentation

    0nce

    &tatus *e)orts "andator' !ro/ect "ana#er

    &hareholdersC%0

    !ro/ect

    "ana#erTeam"ana#ersTesters

    ,ntranet

    %+mail8ormal!resentations

    Wee9l'

    8inal !ro/ect*e)ort

    "andator' C%0 !ro/ect"ana#er 

    8ormal!resentation

    0nce

    8inal !ro/ect!resentation

    "andator' C%0 !ro/ect"ana#er 

    8ormal!resentation

    0nce

    Oessons+learned*e)ort

    ,nformational Com)an' !ro/ect"ana#er 

    ,ntranet%+mail

    0nce

    . ;ualit' "ana#ement !lan

    The Windows ! "i#ration )ro/ect at Ban9 of merica has e()anded from 1:::clients to ::: clients with the mer#er of 8leet Boston durin# the last cou)le of months. Themi#ration )ro/ect team is determined to )ro-ide the best 6ualit' of ser-ice and testin# of theWindows ! o)eratin# s'stem on all ban9 related hardware )latforms. 0ur #oal is to meet the

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     )ro/ect deadlines s)ecified in the !ro/ect Charter and !ro/ect !lan. We will achie-e these #oalsthrou#h the followin# )rocesses< 6ualit' )lannin# 6ualit' assurance and 6ualit' control.

    3.1. "alit$ Planning

    Within 6ualit' )lannin# we will use the followin# standards< ,%%% 2 E &oftwareDocumentation Ca)abilit' "aturit' "odel AC"" and ,&0 ::1.

     3.1.1. 9 23

    ,%%% 2+1 Standard "or So"tware !est #ocumentation )ro-ides a standard set of testdocuments and tem)lates that can be used b' the technical communit'. &uch documents arefre6uentl' im)lemented into the wor9in# en-ironment as chec9lists or #uidelines for s)ecifictestin# )rocesses. The basic em)hasis of this standard is on test )lannin# test s)ecification andtest re)ortin#.

    3.1.2. MM

    0ne of the main methodolo#ies used toda' for hel)in# de-elo)ers and testers im)ro-etheir a))lication de-elo)ment and software+testin# )rocesses comes from a )rocess maturit'framewor9 called Ca)abilit' "aturit' "odel AC"". This model ori#inated from the &oftware%n#ineerin# ,nstitute A&%, at Carne#ie+"ellon 7ni-ersit' in 1$. The C"" model definesfi-e le-els of software maturit' for an or#aniation< 1 ,nitial 2 *e)eatable 3 Defined 4"ana#ed and 5 0)timiin#.

    3.1.*. 9S+ 3001

    The ,nternational 0r#aniation for &tandardiation A,&0 )ro-ides o-er 13::,nternational &tandards for business #o-ernment and societ'. 0ur )ro/ect team will use,&0 ::1

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    The ,%%% &toneman A-ersion :. So"tware %ngineering ody o" &nowledge A&W%B0?is an e(cellent standard for software de-elo)ers and testers. Cha)ters 5 and 11 are -er' useful.Cha)ter 5 I&oftware Testin#J describes the testin# )rocess that encom)asses<

    Testin# basic conce)ts and definitions• Test le-els

    • Test techni6ues

    • Test related measures

    • "ana#in# the test )rocess

    Cha)ter 11 I&oftware ;ualit'J )ro-ides a com)rehensi-e discussion on software 6ualit'assurance and -erification and -alidation of de-elo)ed software. The cha)ter also co-ersfundamentals of measurement Ameasurin# the -alue of 6ualit' metrics measurementtechni6ues and defect characteriation.

    3.*. "alit$ ontrol

    3.*.1. Monitoring Project Progress

    The )ro/ect team will monitor s)ecific )ro/ect results to ensure that the' com)l' with therele-ant 6ualit' standards while identif'in# wa's to im)ro-e o-erall 6ualit'. We will use anttcharts and 6ualit' control charts to dis)la' data that illustrates the results of s)ecific )rocesseso-er time. !eriodic re-iews will hel) identif' )ossible )roblem areas. We will use the ,%%%1:2 standard as a #uide for our re-iews.

    3.*.2. 9 102

    ,%%% 1:2+1 A*2::2 Standard "or So"tware Re'iews defines the re-iewin# )rocessesfor both critical and non+critical software. The ,%%% 1:2 standard )ro-ides instruction on howto e(ecute re-iews. The best use of this standard is to a))l' its )rocedures earl' on in thede-elo)ment of the softwareGs life c'cle.

    3.4. Testing

    The ,%%% 2 standard describes a framewor9 within which the entire testin# )rocess can be mana#ed. We will use the testin# )rocess shown in 8i#ure 2.

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    8ig"re 27 Testing Process

    Testin# teams are scheduled throu#hout the entire life c'cle of the )ro/ect. %ach teamwill test the followin#<

    • Windows ! o)eratin# s'stem on all ban9 hardware )latforms

    • ll de)artmental a))lications runnin# on !

    1:. Cost>Benefit nal'sis

    10.1. ost o' Project eso"rces

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    Ta)le /7 *indo%s #P Migration Cost Analysis

    eso"rces I o' eso"rces Ao"rl$ Pa$ ate I o' Ao"rs Total

    !ro/ect "ana#ers 2 H5.:: 1:4: H1$::.::

    Team "ana#ers 3 H5.:: 1:4: H234:::.::

    Testers 1: H55.:: 5: H4125::.::

    ! ,nstallers 4 H$5.:: 1:: H2$:::.::

    &oftware Distributors 2 H$:.:: 15: H1:::.::

    &tandardsN!rocessDe-elo)ers

    3 H$5.:: 25: H45:.::

    ardware 7)#raders 4 H55.:: 1:: H22:::.::

    Total J3*,050.00

    10.2. ene'its

    ere is a final o-er-iew of some of the benefits that Ban9 of merica will recei-e after mi#ratin# to Windows !.

    1. "siness6le#el elia)ilit$ + Windows ! deli-ers a new le-el of stabilit' so clients canfocus on their wor9. 8or e(am)le in most cases if one )ro#ram crashes the clientGscom)uter will 9ee) runnin#.

    2. (d#anced Per'ormance + Windows ! mana#es s'stem resources efficientl' meetin#the )erformance standards set b' Windows 2::: and e(ceedin# those set b' Windows

    &econd %dition.

    3. emote &esto- + *emote Des9to) allows clients to create a -irtual session and use their des9to) com)uter from another com)uter runnin# Windows 5 or later #i-in# themaccess to all of their data and a))lications e-en when the' are not in their office.

    4.

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    . ncr$-ting 8ile S$stem + %ncr')tin# 8ile &'stem )ro-ides a hi#h le-el of )rotectionfrom hac9ers and data theft b' trans)arentl' encr')tin# files with a randoml' #enerated9e'.

    . 8ast es"me 'rom Ai)ernation or Stand)$ E Clients can sa-e batter' )ower when

    wor9in# on the road. With Windows ! their la)to) can enter &tandb' or ibernatefaster and it can start wor9in# a#ain faster after resumin# from &tandb' or ibernation.

    . Ael- and S"--ort enter with emote (ssistance + ,n addition to a com)rehensi-e setof documentation el) and &u))ort Center in Windows ! includes *emote ssistancewhich allows clients to ha-e a friend or ,T )rofessional who is also runnin# Windows !remotel' control their com)uters to demonstrate a )rocess or hel) sol-e a )roblem.

    1:. S$stem estore + ,f somethin# #oes wron# with clientsG com)uters the' can re-ert thes'stem to a )re-ious state.

    0nce a#ain the bottom line for mi#ratin# to Windows ! is to sa-e mone'.

    11. !ro/ect &i#n+0ff 

    The )ro/ect will be considered com)lete when all the sta9eholders ha-e si#ned off the )ro/ect.

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    (--endi! 17 "siness ase 'or Project

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    (--endi! 27 8inancial (nal$sis 'or Project

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    (--endi! *7 Project harter

    Project Title<Project Start &ate7 Projected 8inish &ate7 "dget 9n'ormation7

    Project Manager7 =ame )hone e+mailProject +)jecti#es7

    (--roach7

    oles and es-onsi)ilitiesole

    Position

    ontact

    9n'ormation

    Sign6o''7 A&i#natures of all abo-e sta9eholders. Can si#n b' their names in table abo-e.

    omments7 Aandwritten or t')ed comments from abo-e sta9eholders if a))licable

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    (--endi! 47 Project ;ic6o'' Meeting

    &ate

    Meeting +)jecti#e7

    (genda7• ,ntroductions of attendees

    • Bac9#round of )ro/ect

    • *e-iew of )ro/ect+related documents Ai.e. business case )ro/ect re6uest contract

    • Discussion of )ro/ect or#aniational structure

    • Discussion of )ro/ect sco)e time and cost #oals

    • Discussion of other im)ortant to)ics

    • Oist of action items from meetin#

    ction ,tem ssi#ned To Due Date

    Date and time of ne(t meetin#<

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    (--endi! 57 Sco-e Statement

    Project Title7

    &ate7 Pre-ared )$7 

    Project D"sti'ication7 

    .

    Prod"ct haracteristics and eE"irements7

    1.2.3.4.

    S"mmar$ o' Project &eli#era)les

    Project management6related deli#era)les7 business case charter team contract sco)estatement WB& schedule cost baseline status re)orts final )ro/ect )resentation final )ro/ect re)ort lessons+learned re)ort and an' other documents re6uired to mana#e the )ro/ect.Prod"ct6related deli#era)les7 research re)orts desi#n documents software codehardware etc.1.2.3.4.

    Project S"ccess riteria7

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    (--endi! 7 Weel$ Stat"s e-ort

    Project

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    (--endi! / Milestone e-ort 'or Project omments

     Initiating 

     Planning 

     Execting 

    Controlling 

    Closing 

    32

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    (--endi! 7 "alit$ (ss"rance Plan 'or Project &enior "ana#ement2.2.2 Tas9 Oeader 2.2.3 ;ualit' ssurance Team2.2.3 Technical &taff 

    3.: *e6uired Documentation4.: ;ualit' ssurance !rocedures

    4.1 Wal9throu#h !rocedure4.2 *e-iew !rocess

    4.2.1 *e-iew !rocedures4.3 udit !rocess

    4.3.1 udit !rocedures4.4 %-aluation !rocess4.5 !rocess ,m)ro-ement

    5.: !roblem *e)ortin# !rocedures5.1 =oncom)liance *e)ortin# !rocedures

    $.: ;ualit' ssurance "etrics))endi(;ualit' ssurance Chec9 Oist 8orms

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    (--endi! 37 lient (cce-tance>Project om-letion 8orm

    Project

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    (--endi! 107 Team ontract 

    Project

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    Appendix 11: Software Project Management Planfor Project Name

    Pre-ared )$7 &ate7

    1. 9ntrod"ction

    • !ro/ect 0-er-iew

    • !ro/ect Deli-erables

    • %-olution of the &!"!

    • *eference "aterials

    • Definitions and cron'ms

    2. Project +rgani=ation

    • !rocess "odel

    • 0r#aniational &tructure

    • 0r#aniational Boundaries and ,nterfaces

    • !ro/ect *es)onsibilities

    *. Managerial Process

    • "ana#ement 0b/ecti-es and !riorities

    • ssum)tions De)endencies and Constraints

    • *is9 "ana#ement

    • "onitorin# and Controllin# "echanisms• &taffin# !lan

    4. Technical Process

    • "ethods Tools and Techni6ues

    • &oftware Documentation

    • !ro/ect &u))ort 8unctions

    5. Wor Pacages, Sched"le, and "dget

    • Wor9 !ac9a#es

    • De)endencies

    • *esource *e6uirements

    • Bud#et and *esource llocation

    • &chedule

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    (--endi! 127 Windows XP Migration 9ntranet We) Site

    The followin# )ro/ect related documents and additional resources would be a-ailable -iathe Windows ! "i#ration ,ntranet Web &ite<

    1. !ro/ect Charter 2. !ro/ect Timeline3. ,nitial Bud#et4. !ro/ect Descri)tion5. !ro/ect ))roach$. !ro/ect "embers EContact ,nformation. Business Case. ;ualit' &tatement. &co)e &tatement1:. !ro/ect Deli-erables11. Benefits "easurement

    12. Wor9 Brea9down &tructure AWB&13. Team Contract14. !ro/ect *es)onsibilit' ssi#nment "atri(15. !ro/ect antt Chart1$. !ro/ect &chedule1. dditional Cost %stimate nal'sis1. "eetin# Calendar 1. &tatus *e)orts2:. &ur-e's21. *is9 ssessments22. &tandards

    23. !rocesses24. "ethodolo#ies25. Tem)lates2$. Pendor Oists2. Oessons Oearned *e)ort2. ;uestion Q nswer 8orum + Discussions2. 8inal *e)ort

     =ot e-er'one wor9in# on the )ro/ect would ha-e access to all of the 24 items listedabo-e. ccess to cost estimates and other sensiti-e financial information will be )ro-ided to the )ro/ect mana#ers and e(ecuti-e mana#ement that ha-e a need to 9now. =o reason to )ro-ide

    financial information to the actual )ro/ect testers.

    The !ro/ect *es)onsibilit' ssi#nment "atri( )re-iousl' listed under section 3.4.2 can be used as a #uide for assi#nin# sta9eholders the )ro)er access to the -arious 24 listed resources.

    3

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    (--endi! 1*7 9 Standards 'or 9n'ormation Technolog$

    Testers de-elo)ers )ro/ect mana#ers resource mana#ers and other )rofessionals in the,nformation Technolo#' field should be aware of industr' standards that a))l' to their )rofession. ,t is im)ortant that these )rofessionals understand when and how to a))l' such

    standards and where to access the most current -ersions.

    The followin# ,%%% standards encom)ass the software testin# )rocess A,%%% 2::3.dditional ,%%% standards not listed here focus on software en#ineerin# and maintenance.Besides ,%%% testers should also be familiar with standards de-elo)ed b' the ,nternational0r#aniation for &tandardiation and the De)artment of Defense.

    When orderin# ,%%% standards do one of the followin#<

    1 0nline 0rder< o to htt)>standards.ieee.or#>catalo#>olis>inde(.html2 !hone 0rder< Dial 2:1+1+::$: A,%%% &tandards &ales office in =ew erse'

    3 "ail 0rder< Com)uter &ociet' of the ,%%%!.0. Bo( :452Worldwa' !ostal Center Oos n#eles C :::

    9 So'tware ngineering Standards ?standards.ieee.org>catalog>olis>se.html@

    1. $1:.12+1:A*2::2 ,%%% &tandard lossar' of &oftware %n#ineerin# Terminolo#'2. 3:+2::2 ,%%% &tandard for &oftware ;ualit' ssurance !lans3. 2+1 ,%%% &tandard for &oftware Confi#uration "ana#ement !lans4. 2+1 ,%%% &tandard for &oftware Test Documentation5. 3:+1 ,%%% *ecommended !ractice for &oftware *e6uirements &)ecifications$. 2.1+1 ,%%% &tandard Dictionar' of "easures to !roduce *eliable &oftware. 1::+1A*13 *2::2 ,%%% &tandard for &oftware 7nit Testin#. 1:12+1 ,%%% &tandard for &oftware Perification and Palidation. 1:12a+1 ,%%% &tandard for &oftware Perification and Palidation E &u))lement to 1:12+1 +

    Content "a) to ,%%% 122:.11:. 1:1$+1 ,%%% *ecommended !ractice for &oftware Desi#n Descri)tions11. 1:2+1A*2::2 ,%%% &tandard for &oftware *e-iews12. 1:44+13A*2::2 ,%%% &tandard Classification for nomalies13. 1:45+12A*2::2 ,%%% &tandard for &oftware !roducti-it' "etrics14. 1:5+1 ,%%% &tandard for &oftware !ro/ect "ana#ement !lans15. 1:$1+1 ,%%% &tandard for &oftware ;ualit' "etrics "ethodolo#'1$. 1:$2 1A*2::2 ,%%% *ecommended !ractice for &oftware c6uisition Aincludes ,%%% 1:$2a1. 1:$3+2::1 ,%%% &tandard for &oftware 7ser Documentation1. 1:4+1 ,%%% &tandard for De-elo)in# &oftware Oife C'cle !rocesses

    1. 115.1+2::2 ,%%% uide for Com)uter+ided &oftware %n#ineerin# AC&% Tool ,nterconnections +Classification and Descri)tion

    2:. 121+1 ,%%% &tandard for &oftware "aintenance21. 122:+1 ,%%% &tandard for the ))lication and "ana#ement of the &'stems %n#ineerin# !rocess22. 122+14 A2::2 ,%%% &tandard for &oftware &afet' !lans23. 1233 1A*2::2 ,%%% uide for De-elo)in# &'stem *e6uirements &)ecifications Aincludin# ,%%%

    1233a24 .132:.1+1 ,%%% &tandard for 8unctional "odelin# Oan#ua#e + &'nta( and

    &emantics for ,D%8:

    3

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    25. 132:.2+1 ,%%% &tandard for Conce)tual "odelin# Oan#ua#e &'nta( and &emantics for ,D%81A,D%8ob/ect

    2$. 13$2+1 ,%%% uide for ,nformation Technolo#' + &'stem Definition + Conce)t of 0)erationDocument

    2. 142:.1+15A*2::2 ,%%% &tandard for ,nformation Technolo#' + &oftware *euse + Data "odel for *euseOibrar' ,ntero)erabilit'< Basic ,ntero)erabilit' Data "odel AB,D"

    2. 142:.1a+1$A*2::2 ,%%% &u))lement to &tandard for ,nformation Technolo#' + &oftware *euse + Data"odel or *euse Oibrar' ,ntero)erabilit'< sset Certification 8ramewor9

    2. 142:.1b+1A*2::2 ,%%% &u))lement to ,%%% &tandard for ,nformation Technolo#' +&oftware *euse + Data"odel for *euse Oibrar' ,ntero)erabilit'< ,ntellectual !ro)ert' *i#hts 8ramewor9

    3:. 14$2+1 Ydo)tion of ,nternational &tandard ,&0>,%C 141:2,%C

    122:%, &tandard< ,ndustr' ,m)lementation of ,nternational &tandard ,&0>,%C

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    *eferences

    Bertolino . A2::: )ril. Cha)ter 5 software testin#. (%%% Stoneman )*ersion +,-. The,nstitute of %lectrical and %lectronics %n#ineers ,nc. )). 1+1.

    Carne#ie"ellon. Ca)abilit' "aturit' "odel for &oftware. *etrie-ed 8ebruar' 3 2::4from htt)>www.sei.cmu.edu>cmm>cmm.html

    ,%%%. A1. Standard "or so"tware test documentation, =&,>,%%% 2. =ew Xor9< =&,.

    ,%%%. A2:::. So"tware %ngineering ody o" &nowledge )SW%/&., =&,>,%%% &tonemanA-ersion :.. =ew Xor9< =&,.

    ,%%%. A2::2. Standard "or re'iews. =&,>,%%% 1:2. =ew Xor9< =&,.

    ,%%%. A2::2. Standard "or so"tware 0uality assurance plans. =&,>,%%% 3:. =ew Xor9<=&,.

    ,%%%. A2::3. ,%%% &tandards 0nline. *etrie-ed 8ebruar' 3 2::4from htt)>standards.ieee.or#>catalo#>olis>se.html

    ,ntel. A2::4 To) 1: Technolo#' *is9s. *etrie-ed "arch 5 2::4from htt)>www.intel.com>business>techSris9s>demo>launch.htm

    ,&0. A2::3. ,&0 &tandards 0nline. *etrie-ed 8ebruar' 2 2::4from htt)>www.iso.ch>iso>en>,&00nline.o)ener)a#e

    "icrosoft. To) 1: *easons for "o-in# to Windows ! !rofessional. *etrie-ed "arch 23 2::4from htt)>www.microsoft.com>windows()>)ro>e-aluation>wh'u)#rade>to)1:.as)

     !err' W. %. A2:::. %""ecti'e methods "or so"tware testing )1nd  ed,., =ew Xor9< ohn Wile' Q

    &ons.

    !"B0?\. A2:::. PM/&2 guide )1+++ ed.. !enns'l-ania< !ro/ect "ana#ement ,nstitute,nc.

    *ee9er O. Q Wallace D. A2::: )ril. Cha)ter 11 software 6ualit'. (%%% Stoneman )*ersion

    +,-. The ,nstitute of %lectrical and %lectronics %n#ineers ,nc. )). 1+2:.

    &chwalbe ?. A2::4. (n"ormation technology project management )3rd  ed,.. Canada< ThomasOearnin# ,nc.

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