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Planning and Managing Software Projects 2011-12
Class 6

Planning Phase
Matching Life Cycles to Project and Project Plans

Emanuele Della Valle
http://emanueledellavalle.org
Credits                                                           2

§  This slides are largely based on Prof. John Musser
    class notes on Principles of Software Project
    Management
§  Original slides are available at
    http://www.projectreference.com/
§  Reuse and republish permission was granted




 Planning and Managing Software Projects – Emanuele Della Valle
Last Class, Today and Next Classes                                3

§  Last Class
     •  Phases in Detail
             –  Step-by-step of typical software project
     •  Lifecycles
§  Today
     •  Matching Life Cycles to Project
     •  Project plans
§  Next Weeks:
     •  Lots of Project-ish Details: WBS, PERT, CPM, Scheduling
        & Estimation




 Planning and Managing Software Projects – Emanuele Della Valle
Class 5 Review                                                    4

§  Phases in Detail
     •      Know your pure waterfall, 7 phase model
     •      Understand the steps in each phase
     •      Know typical deliverables of each
     •      Know the primary issues and goals of each
§  Lifecycles
     •  Know a representative sample
     •  Waterfall and variation, 1-2 iterative ones
     •  Learn a bit about XP and other Agile methods




 Planning and Managing Software Projects – Emanuele Della Valle
Class 5 review - Details
Lifecycle Planning                                                5

§  a.k.a. Lifecycle Management or Systems Development
    Life Cycle (SDLC )
§  Greatly influences your chance of success
§  Not choosing a lifecycle is a bad option
§  Three primary lifecycle model components
     •  Phases and their order
     •  Intermediate products of each phase
     •  Reviews used in each phase




 Planning and Managing Software Projects – Emanuele Della Valle
Class 5 review - Details
Lifecycle Planning                                                6

§  Different projects require different approaches
§  You do not need to know all models by name
§  You should know how that if given a certain scenario
    what sort of SDLC would be appropriate
§  There are more than covered here
§  A lifecycle is not a design, modeling or diagramming
    technique
     •  The same technique (UML, DFD, etc) can be used with
        multiple lifecycles




 Planning and Managing Software Projects – Emanuele Della Valle
Lifecycle Planning
Matching Life Cycles to Project                                   7

§  Varies by project
§  Opt for iterative or incremental
§  How well are requirements understood?
§  What are the risks?
§  Is there a fixed deadline?
§  How experienced is the team or customer?




 Planning and Managing Software Projects – Emanuele Della Valle
Lifecycle Planning
McConnell’s way of choosing a Lifeclycle                                                                                8

Model                                                       a b c d e f g      h i j k




                                                                                               ~ = fair to excellent,
Pure Waterfall                                                  x x   ~            ~~




                                                                                               empty box = poor.
Code-and-Fix                                                            x            x




                                                                                               x = excellent,
Spiral                                                      x x x x x ~~       ~ x x
Modified Waterfalls (sashimi)                               ~ ~ x x ~~ x       ~~~




                                                                                               Legend:
Evolutionary Prototyping                                    x   ~ x ~   ~      x x ~
Staged Delivery                                                 x x ~~~          ~ x
Commercial (COTS)                                           x         x x            ~
a.  Works with poorly understood requirements
b.  Works with poorly understood architecture
c.  Produces highly reliable system
d.  Produces system with large growth envelope
e.  Manages risks
f.  Can be constrained to a predefined schedule
g.  Has low overhead
h.  Allows for midcourse corrections
i.  Provides customer with progress visibility
j.  Provides management with progress visibility
k.  Requires little manager or developer sophistication
                                                         [source http://acmesoffware.com/acme/default.asp ]
 Planning and Managing Software Projects – Emanuele Della Valle
Lifecycle Planning
Adding Lifecycles to McConnell’s way                                                                                 9

Model                                                             a b c d e f g   h i j k




                                                                                            ~ = fair to excellent,
Pure Waterfall                                                        x x   ~         ~ ~




                                                                                            empty box = poor.
Code-and-Fix                                                                  x         x




                                                                                            x = excellent,
Spiral                                                            x x x x x ~ ~   ~ x x
Modified Waterfalls (sashimi)                                     ~ ~ x x ~ ~ x   ~ ~ ~




                                                                                            Legend:
Evolutionary Prototyping                                          x   ~ x ~   ~   x x ~
Staged Delivery                                                       x x ~ ~ ~     ~ x
Commercial (COTS)                                                 x         x x         ~
Rapid Application Development                                     x x   x ~ x ~   x x x
Extreme Programming                                               x x   x ~   x   x x ~
Agile Software Development                                        x x   x ~   ~   x x ~
SCRUM                                                             x x   x ~ x ~   x x ~




 Planning and Managing Software Projects – Emanuele Della Valle
Lifecycle Planning
An Example at a Little Consulting Corporation                     10

§  http://www.creativedd.com/projlifecycle.html




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Planning                                                                                      11

§          Plans are nothing. But planning is everything.
                                                                       -- Gen. Dwight Eisenhower




      Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Planning                                                          12

§  Preliminary planning starts on day one
§  Even in the pre-project phase
§  Should not be conducted in secret
§  Need buy-in and approval
     •  Very important step
     •  Both from above and below




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Your PM Process                                                                                                            13

§  Why
     •  Deliverable: ROI

§  What
     •  SOW, Requirements

§  How
     •  Design Specification,
        Software
        Development Plan,
        Lifecycle                                                 Futrell, Shafer, Shafer, Quality Software Project Management


§  Do it
     •  Execution

§  Did it
     •  Post Project Report



 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Primary Planning Steps                                            14

§  Identify project scope and objectives
§  Identify project organizational environment
§  Analyze project characteristics
§  Identify project products and activities
§  Estimate effort for each activity
§  Identify risk
§  Allocate resources
§  Review and communicate plan




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Documents                                                         15

§  Planning
§  Product




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Planning Documents                                                16

§  Software Development Plan (SDP)
§  Software Quality Assurance Plan (SQAP)
§  Software Configuration Management Plan (SCMP)
§  Risk Management Plan
§  Software Process Improvement Plan
§  Communications Management Plan
§  Migration Plan
§  Operations Plan




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Planning Documents                                                17

§  You (the PM) need to choose which documents are
    appropriate
§  Docs do not have to be lengthy
§  Small Set:
     •      Software Development Plan
     •      Risk Management Plan
     •      Software Quality Assurance Plan
     •      Software Configuration Management Plan




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
My Choice                                                         18

§  Statement of Work (SOW)
§  Project Charter
§  Software Project Management Plan (SPMP)
§  Budget
§  Responsibility Assignment Matrix (RAM)
§  Risk Management Plan




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Product Documents                                                 19

§  Statement of Need
§  System Interface Specification
§  Software Requirements Specification
§  Software Design Specification
§  Software Validation & Verification Plan
§  User Documentation
§  Support Plan
§  Maintenance Documentation




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Software Project Survival Guide                                   20

§  Another McConnell book
§  See construx.com s SPSG section
     http://www.construx.com/Page.aspx?cid=1034
     •      Good content online
     •      Documents
     •      Schedules
     •      Checklists
     •      Project web site template
§  I tool I ve often used
     •  Software Project Survival Test
             –  http://www.construx.com/Page.aspx?cid=1229




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Planning                                                          21

§  How much will it cost?
§  How long will it take?
§  How many people will it take?
§  What might go wrong?




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Planning                                                          22

§  Scoping
§  Estimation
§  Risk
§  Schedule
§  Control Strategy




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Process Issues                                                    23

§  You want a fairly sophisticated process without
    incurring much overhead
§  Remember, projects are often larger than they first
    appear
§  Easier to loosen too much process than add later




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Plans Evolve Over Time                                                                                            24




                                                                  NASA s Manager s Handbook for Software Development




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Software Development Plan                                         25

§  Software Project Management Plan (SPMP)
§  Some consider it the most important document in the
    project (along with SRS)
     •  Can be seen as an aggregation of other core documents
§  Evolves over time as pieces come together
§  McConnell s example
     •  http://www.construx.com/Page.aspx?nid=240




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
SDP / SPMP                                                        26

§  Fundamental Sections
     •      Project overview
     •      Deliverables
     •      Project organization
     •      Managerial processes
     •      Technical processes
     •      Budget
     •      Schedule




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Communications Management Plan                                    27

§  Often a section of SPMP
§  Describes information flow to all parties
     •  Gathering and distributing information
§  Status meetings
     •  Monthly, Weekly, Daily?
     •  Status reports are vital




 Planning and Managing Software Projects – Emanuele Della Valle
Project Plans
Create a Project Intranet                                         28

§  A great communications tool
§  Reference all project resources here
§  For instance have a look at portals of my current
    projects
     •  http://www.service-finder.eu
     •  http://www.larkc.eu and http://wiki.larkc.eu
     •  http://www.search-computing.it/




 Planning and Managing Software Projects – Emanuele Della Valle
Optional Readings                                                 29

§  Thayer:
     •  Cori pg. 171-182 Fundamentals of Master Scheduling ,
     •  Fairley 183-194 Work Breakdown Structures




 Planning and Managing Software Projects – Emanuele Della Valle
Comics                                                                           30




                      [source http://www.cs.ucl.ac.uk/external/atanu/req.gif ]
Planning and Managing Software Projects – Emanuele Della Valle
31




Planning and Managing Software Projects – Emanuele Della Valle
Comics                                                                           32




[source http://www.codinghorror.com/blog/images/software-engineering-explained.png ]
 Planning and Managing Software Projects – Emanuele Della Valle
Read out more about the tree swing                                33

§  http://www.businessballs.com/treeswing.htm




 Planning and Managing Software Projects – Emanuele Della Valle

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Planning Phase Part II - Project Phases and Lifecycle Planning

  • 1. Planning and Managing Software Projects 2011-12 Class 6 Planning Phase Matching Life Cycles to Project and Project Plans Emanuele Della Valle http://emanueledellavalle.org
  • 2. Credits 2 §  This slides are largely based on Prof. John Musser class notes on Principles of Software Project Management §  Original slides are available at http://www.projectreference.com/ §  Reuse and republish permission was granted Planning and Managing Software Projects – Emanuele Della Valle
  • 3. Last Class, Today and Next Classes 3 §  Last Class •  Phases in Detail –  Step-by-step of typical software project •  Lifecycles §  Today •  Matching Life Cycles to Project •  Project plans §  Next Weeks: •  Lots of Project-ish Details: WBS, PERT, CPM, Scheduling & Estimation Planning and Managing Software Projects – Emanuele Della Valle
  • 4. Class 5 Review 4 §  Phases in Detail •  Know your pure waterfall, 7 phase model •  Understand the steps in each phase •  Know typical deliverables of each •  Know the primary issues and goals of each §  Lifecycles •  Know a representative sample •  Waterfall and variation, 1-2 iterative ones •  Learn a bit about XP and other Agile methods Planning and Managing Software Projects – Emanuele Della Valle
  • 5. Class 5 review - Details Lifecycle Planning 5 §  a.k.a. Lifecycle Management or Systems Development Life Cycle (SDLC ) §  Greatly influences your chance of success §  Not choosing a lifecycle is a bad option §  Three primary lifecycle model components •  Phases and their order •  Intermediate products of each phase •  Reviews used in each phase Planning and Managing Software Projects – Emanuele Della Valle
  • 6. Class 5 review - Details Lifecycle Planning 6 §  Different projects require different approaches §  You do not need to know all models by name §  You should know how that if given a certain scenario what sort of SDLC would be appropriate §  There are more than covered here §  A lifecycle is not a design, modeling or diagramming technique •  The same technique (UML, DFD, etc) can be used with multiple lifecycles Planning and Managing Software Projects – Emanuele Della Valle
  • 7. Lifecycle Planning Matching Life Cycles to Project 7 §  Varies by project §  Opt for iterative or incremental §  How well are requirements understood? §  What are the risks? §  Is there a fixed deadline? §  How experienced is the team or customer? Planning and Managing Software Projects – Emanuele Della Valle
  • 8. Lifecycle Planning McConnell’s way of choosing a Lifeclycle 8 Model a b c d e f g h i j k ~ = fair to excellent, Pure Waterfall x x ~ ~~ empty box = poor. Code-and-Fix x x x = excellent, Spiral x x x x x ~~ ~ x x Modified Waterfalls (sashimi) ~ ~ x x ~~ x ~~~ Legend: Evolutionary Prototyping x ~ x ~ ~ x x ~ Staged Delivery x x ~~~ ~ x Commercial (COTS) x x x ~ a.  Works with poorly understood requirements b.  Works with poorly understood architecture c.  Produces highly reliable system d.  Produces system with large growth envelope e.  Manages risks f.  Can be constrained to a predefined schedule g.  Has low overhead h.  Allows for midcourse corrections i.  Provides customer with progress visibility j.  Provides management with progress visibility k.  Requires little manager or developer sophistication [source http://acmesoffware.com/acme/default.asp ] Planning and Managing Software Projects – Emanuele Della Valle
  • 9. Lifecycle Planning Adding Lifecycles to McConnell’s way 9 Model a b c d e f g h i j k ~ = fair to excellent, Pure Waterfall x x ~ ~ ~ empty box = poor. Code-and-Fix x x x = excellent, Spiral x x x x x ~ ~ ~ x x Modified Waterfalls (sashimi) ~ ~ x x ~ ~ x ~ ~ ~ Legend: Evolutionary Prototyping x ~ x ~ ~ x x ~ Staged Delivery x x ~ ~ ~ ~ x Commercial (COTS) x x x ~ Rapid Application Development x x x ~ x ~ x x x Extreme Programming x x x ~ x x x ~ Agile Software Development x x x ~ ~ x x ~ SCRUM x x x ~ x ~ x x ~ Planning and Managing Software Projects – Emanuele Della Valle
  • 10. Lifecycle Planning An Example at a Little Consulting Corporation 10 §  http://www.creativedd.com/projlifecycle.html Planning and Managing Software Projects – Emanuele Della Valle
  • 11. Project Plans Planning 11 §  Plans are nothing. But planning is everything. -- Gen. Dwight Eisenhower Planning and Managing Software Projects – Emanuele Della Valle
  • 12. Project Plans Planning 12 §  Preliminary planning starts on day one §  Even in the pre-project phase §  Should not be conducted in secret §  Need buy-in and approval •  Very important step •  Both from above and below Planning and Managing Software Projects – Emanuele Della Valle
  • 13. Project Plans Your PM Process 13 §  Why •  Deliverable: ROI §  What •  SOW, Requirements §  How •  Design Specification, Software Development Plan, Lifecycle Futrell, Shafer, Shafer, Quality Software Project Management §  Do it •  Execution §  Did it •  Post Project Report Planning and Managing Software Projects – Emanuele Della Valle
  • 14. Project Plans Primary Planning Steps 14 §  Identify project scope and objectives §  Identify project organizational environment §  Analyze project characteristics §  Identify project products and activities §  Estimate effort for each activity §  Identify risk §  Allocate resources §  Review and communicate plan Planning and Managing Software Projects – Emanuele Della Valle
  • 15. Project Plans Documents 15 §  Planning §  Product Planning and Managing Software Projects – Emanuele Della Valle
  • 16. Project Plans Planning Documents 16 §  Software Development Plan (SDP) §  Software Quality Assurance Plan (SQAP) §  Software Configuration Management Plan (SCMP) §  Risk Management Plan §  Software Process Improvement Plan §  Communications Management Plan §  Migration Plan §  Operations Plan Planning and Managing Software Projects – Emanuele Della Valle
  • 17. Project Plans Planning Documents 17 §  You (the PM) need to choose which documents are appropriate §  Docs do not have to be lengthy §  Small Set: •  Software Development Plan •  Risk Management Plan •  Software Quality Assurance Plan •  Software Configuration Management Plan Planning and Managing Software Projects – Emanuele Della Valle
  • 18. Project Plans My Choice 18 §  Statement of Work (SOW) §  Project Charter §  Software Project Management Plan (SPMP) §  Budget §  Responsibility Assignment Matrix (RAM) §  Risk Management Plan Planning and Managing Software Projects – Emanuele Della Valle
  • 19. Project Plans Product Documents 19 §  Statement of Need §  System Interface Specification §  Software Requirements Specification §  Software Design Specification §  Software Validation & Verification Plan §  User Documentation §  Support Plan §  Maintenance Documentation Planning and Managing Software Projects – Emanuele Della Valle
  • 20. Project Plans Software Project Survival Guide 20 §  Another McConnell book §  See construx.com s SPSG section http://www.construx.com/Page.aspx?cid=1034 •  Good content online •  Documents •  Schedules •  Checklists •  Project web site template §  I tool I ve often used •  Software Project Survival Test –  http://www.construx.com/Page.aspx?cid=1229 Planning and Managing Software Projects – Emanuele Della Valle
  • 21. Project Plans Planning 21 §  How much will it cost? §  How long will it take? §  How many people will it take? §  What might go wrong? Planning and Managing Software Projects – Emanuele Della Valle
  • 22. Project Plans Planning 22 §  Scoping §  Estimation §  Risk §  Schedule §  Control Strategy Planning and Managing Software Projects – Emanuele Della Valle
  • 23. Project Plans Process Issues 23 §  You want a fairly sophisticated process without incurring much overhead §  Remember, projects are often larger than they first appear §  Easier to loosen too much process than add later Planning and Managing Software Projects – Emanuele Della Valle
  • 24. Project Plans Plans Evolve Over Time 24 NASA s Manager s Handbook for Software Development Planning and Managing Software Projects – Emanuele Della Valle
  • 25. Project Plans Software Development Plan 25 §  Software Project Management Plan (SPMP) §  Some consider it the most important document in the project (along with SRS) •  Can be seen as an aggregation of other core documents §  Evolves over time as pieces come together §  McConnell s example •  http://www.construx.com/Page.aspx?nid=240 Planning and Managing Software Projects – Emanuele Della Valle
  • 26. Project Plans SDP / SPMP 26 §  Fundamental Sections •  Project overview •  Deliverables •  Project organization •  Managerial processes •  Technical processes •  Budget •  Schedule Planning and Managing Software Projects – Emanuele Della Valle
  • 27. Project Plans Communications Management Plan 27 §  Often a section of SPMP §  Describes information flow to all parties •  Gathering and distributing information §  Status meetings •  Monthly, Weekly, Daily? •  Status reports are vital Planning and Managing Software Projects – Emanuele Della Valle
  • 28. Project Plans Create a Project Intranet 28 §  A great communications tool §  Reference all project resources here §  For instance have a look at portals of my current projects •  http://www.service-finder.eu •  http://www.larkc.eu and http://wiki.larkc.eu •  http://www.search-computing.it/ Planning and Managing Software Projects – Emanuele Della Valle
  • 29. Optional Readings 29 §  Thayer: •  Cori pg. 171-182 Fundamentals of Master Scheduling , •  Fairley 183-194 Work Breakdown Structures Planning and Managing Software Projects – Emanuele Della Valle
  • 30. Comics 30 [source http://www.cs.ucl.ac.uk/external/atanu/req.gif ] Planning and Managing Software Projects – Emanuele Della Valle
  • 31. 31 Planning and Managing Software Projects – Emanuele Della Valle
  • 32. Comics 32 [source http://www.codinghorror.com/blog/images/software-engineering-explained.png ] Planning and Managing Software Projects – Emanuele Della Valle
  • 33. Read out more about the tree swing 33 §  http://www.businessballs.com/treeswing.htm Planning and Managing Software Projects – Emanuele Della Valle