IT Methodology Webinar - Project Insightdownloads.projectinsight.net/training/it... · IT...
Transcript of IT Methodology Webinar - Project Insightdownloads.projectinsight.net/training/it... · IT...
IT Methodology Webinar
Incorporate Organizational Process Governance
Things to know…
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Category C PDUs
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I am a Project Manager
I am a Business or Operational Manager
I am a software developer or software tester
I am a member of an organizational PMO, governance or quality
assurance function
I want a better understanding of IT Methodology
Who’s on the Call?
Established 2007 – Ottawa, Canada
Pioneer of IT Methodologies for small and mid-sized business (SMB’s)
Maintain and promote an IT Methodology body of knowledge (BOK) SMB’s and
practitioners rely on to optimize the delivery of products, services and operational
performance
Administer IT Methodology certification - “QAIassist Foundation”
Support practitioners and authorized affiliates in delivering IT Methodology knowledge
and expertise
Who is QAIassist?
Scores of IT Methodology Webinars delivered (across the globe)
Over 4000 attendees
Wide array of industries (health, manufacturing, consulting, finance)
Attendees
� Executive Management
� Business & Operational Management
� Project Managers
� Business Analysts
� Architects (Functional/Technical)
� PMO/Governance
� Programmers
� Testers/Quality Assurance
�
2012/13/14 IT Methodology Webinar Summary
Share IT Methodology knowledge
Develop IT methodology understanding &
expertise
Provide additional insight into several IT
(project management, software
development, software testing)
methodologies
Discuss best practices on incorporating an
organizational IT methodology
QAIassist 2012/2013 Series - Goals
2014 Schedule
The 3rd Wednesday of Every Month
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Concepts (60 mins)
� This series of six webinars will be presented on a bi-monthly basis. Each webinar will provide
you with a context, overview, terminology and general understanding of information
technology (IT) methodology.
IT Methodology – Tutorials (45 mins)
� This series of five webinars will be presented on a bi-monthly basis. Each session is designed to
offer a more “hands on” perspective – bridging the concepts into a practical utilization.
2014 “Concepts” Schedule
The 3rd Wednesday of Month (Jan, Mar, May, Jul, Sept, Nov)
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Concepts (60 mins)
� Methodology for the IT Landscape - (Jan)
� Apply PM Fundamentals to IT - (Mar)
� Leverage the Software Development Lifecycle - (May)
� Explore the Software Testing Lifecycle - (Jul)
� Incorporate Organizational Process Governance - ( Sept)
� Implementing IT Methodology - (Nov)
2014 “Tutorials” Schedule
The 3rd Wednesday of Month (Feb, Apr, Jun, Aug, Oct)
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Tutorials (45 mins)
� Applying IT Methodology to Project Initiation - (Feb)
� Project Planning & Design with IT in Mind - (Apr)
� Executing Projects with IT Methodologies - (Jun)
� Project Control & Verification - (Aug)
� Project Close & Delivery - ( Oct)
2014 “Concepts” Schedule
The 3rd Wednesday of Month (Jan, Mar, May, Jul, Sept, Nov)
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Concepts (60 mins)
� Methodology for the IT Landscape - (Jan)
� Apply PM Fundamentals to IT - (Mar)
� Leverage the Software Development Lifecycle - (May)
� Explore the Software Testing Lifecycle - (Jul)
� Incorporate Organizational Process Governance - ( Sept)
� Implementing IT Methodology - (Nov)
2014 “Concepts” Schedule
The 3rd Wednesday of Month (Jan, Mar, May, Jul, Sept, Nov)
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Concepts (60 mins)
� Methodology for the IT Landscape - (Jan)
� Apply PM Fundamentals to IT - (Mar)
� Leverage the Software Development Lifecycle - (May)
� Explore the Software Testing Lifecycle - (Jul)
� Incorporate Organizational Process Governance - ( Sept)
� Implementing IT Methodology - (Nov)
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
� ISO(900XXX)
� Agile
� CMMI
� ITIL
� Waterfall
� Rational Unified Process (RUP)
� QAIassist (IM)
� PMI
� Six-Sigma
� Prince2
� COBIT
Methodology – Terms, Terms
and more “terms”
IT Framework, IT Methodology, IT Lifecycle
� Non Standard usage in terminology
� Terms are used interchangeably between organizations and across the IT industry
� Examples include
• Project Management Methodology/Lifecycle/Framework
• Software Development Methodology/Lifecycle (SDLC)/Framework
• Software Testing Methodology/Lifecycle/Framework
� Every IT organization is using an IT Methodology or IT Lifecycle or IT Framework
and more “terms”
IT Framework, IT Methodology, IT Lifecycle
� Non Standard usage in terminology
� Terms are used interchangeably between organizations and across the IT industry
� Examples include
• Project Management Methodology/Lifecycle/Framework
• Software Development Methodology/Lifecycle (SDLC)/Framework
• Software Testing Methodology/Lifecycle/Framework
� Every IT organization is using an IT Methodology or IT Lifecycle or IT Framework
IT Methodology Context
Organizational Frameworks
� ISO(900XXX), CMMI, Six-Sigma, ITIL,
COBIT
Methodologies/Lifecycles (noun)
� Rational Unified Process (RUP),
QAIassist (IM), PMI, Prince2
Methodologies/Lifecycles (verb)
� Waterfall, Spiral, Agile, RAD, etc
IT Methodology – Map & Journey
Methodologies/Lifecycles - “noun”
� The roadmap
� Rational Unified Process (RUP),
QAIassist (IM) , PMI, Prince2
Methodologies/Lifecycles - “verb”
� The journey taken along the road
� Waterfall, Spiral, Agile, RAD ,
Prototyping, etc
IT Methodology/Lifecycle - Noun
All Methodologies/Lifecycles (RUP, QAIassist, PMI, Prince2) define, utilize and rely
on their own pre-defined structure, naming conventions, and terminology
Hierarchy/Structure
� Methodology/Lifecycle (ie Project Management, Software Development , Software Testing)
� Phase/Stage (ie Initiate, Planning, Design, Closeout)
� Deliverable/Artifact/Work Product (ie Project Charter, Testing Strategy)
� Activity (tasks performed to complete deliverables, artifacts, work products)
“Deliverable/Artifact/Work Product”
versus “Activity”Building a House
Deliverable (Artifact, Work Product)
� Blue Prints
� Foundation completed
� Windows installed
Activity (non-Deliverable, non-Artifact, non Work Product)
� Meeting with Architect to review Blue Prints
� Mixing concrete to pour the foundation
� Authorizing purchase of the wood needed to complete the window frame
IBM’s Rational Unified Process (RUP)
PMI’s Project Management Methodology
QAIassist Integrated Methodology
Map = Noun, Journey = Verb
Methodology/Lifecycle – Verb
Methodology/Lifecycle as a “verb” – journey
Project development and maintenance teams apply various
methodologies/delivery approaches, techniques and practices (waterfall, spiral,
agile, RAD, prototyping) to deliver applications - how they use the roadmap (noun)
� Methodology/Delivery Approach, Techniques and Practices differ between organizations
� All Methodologies/Delivery Approaches, techniques and practices have pros and cons
� No silver bullet
Methodology/Lifecycle – Verb
“Waterfall” Methodology/Lifecycle
� a single iteration through the methodology/lifecycle (noun)
� deliverables/artifacts defined, assigned, and documented
� formal structure required
“Agile” Methodology/Lifecycle
� one or several iterations through a methodology/lifecycle (noun)
� limited deliverable creation
� formal structure not required
IT Methodologies – Utility
Multiple IT Environments :
� Mainframe
� Distributed
� Web Based
Multiple Delivery Approaches – Methodology (verb)
� Waterfall
� Agile
� Prototyping
IT Methodologies – Business Context
Development Environment
� New Products
� New Operational Business Applications (HR, Accounting, Sales, etc)
Maintenance/Support Environment
� Existing Products
� Existing Operational Business Applications (HR, Accounting, Sales, etc)
� Off the Shelf Applications
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
“Project” Context
QAIassist Integrated Methodology
QAIassist Integrated Methodology
QAIassist Integrated Methodology
QAIassist Integrated Methodology
Project ManagementMethodology/Lifecycle
“Project” - Project Management Context(singular project usage)
Objectives
� Establish Project
� Plan (Resources, Deliverables, Activities,
Quality, Risk)
� Execute & Control (Plans)
� Deliver to Users on Time and Budget
Audience/Roles
� Business Stakeholders
� Project Managers
� Business Analysts
� System Architects & Analysts
� Programmers & Testers
� End Users
QAIassist Integrated Methodology
QAIassist Integrated Methodology
Software Development Methodology/Lifecycle
“Project” – Software Development Context(singular project usage)
Objectives
� Enhance project team communications
� Define formal user requirements
� Design solution to satisfy user
requirements
� Build desired functionality
Audience/Roles
� Business Stakeholders
� Project Managers
� Business Analysts & Architects
� Programmers & Testers
� End Users
QAIassist Integrated Methodology
QAIassist Integrated Methodology
Software Testing
Methodology/Lifecycle
“Project” – Software Testing Context(singular project usage)
Objectives
� Enhance project team communications
� Enable testing activities to begin from
project startup
� Correlate expected and authorized
requirements with application being
delivered
� Users verify final solution
Audience/Roles
� Business Stakeholders
� Project Managers
� Business Analysts & Architects
� Programmers & Testers
� End Users
“Project” (singular project usage)
Lifecycles
� Project Management
� Software Development
� Software Testing
Benefits
� Planning, Executing, Delivering
� Requirements Definition, User
Approval
� Successfully Tested Authorized
Functionality
“Project” Context
“Process” Context
“Process” (all organizational projects usage)
Lifecycles
� Project Management
� Software Development
� Software Testing
Benefits
� Planning, Executing, Delivering
� Requirements Definition, User
Approval
� Successfully Tested Authorized
Functionality
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
“Organizational Process”Characteristics
Lifecycle/Process
� Project Management
� Software Development
� Software Testing
Characteristics
� Repeatability
� Predictability
� Measurability
Organizational “Process” Characteristics Repeatability
Lifecycle/Process
� Project Management
� Software Development
� Software Testing
Results
� Specific tasks, and work products
(deliverables) pre-defined
� Projects are regularly delivered on time and
within budget
� Quality is inherent in the process and the
product/service being delivered
Organizational “Process” Characteristics Predictability
Context
� Project Management
� Software Development
� Software Testing
Results
� Specific roles and responsibilities are pre-
defined
� Product/Service delivery more reliable
� Corporate planning (budgeting and staff
forecasting) becomes more reliable
Organizational “Process” Characteristics Measurability
Context
� Project Management
� Software Development
� Software Testing
Results
� Repeatable & Predictable = Measurable
� Measurable = Basis of Ongoing Improvement
� Ongoing Improvement = Operational
Performance and guaranteed Quality (product
& process)
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Organizational “Process” Benefits
Corporate PlanningContext
� Project Management
� Software Development
� Software Testing
Benefits
� Establishes benchmark of operational
capacity
� Benchmark of operational capacity
utilized for strategic and intermediate
(budget and staff) planning
Organizational “Process” Benefits
Staffing Flexibility and Opportunity
Context
� Project Management
� Software Development
� Software Testing
Benefits
� Transportable Skills
� Variability of Environment
� Exposure to cross functional business
functions and applications
� Career Evolution
Organizational “Process” Benefits
Consistent Delivery & Quality
Context
� Project Management
� Software Development
� Software Testing
Benefits
� Repeatable process efficiency
� Verifiable utilization ensures process
has been applied – results in delivery
of quality in product/service
Organizational “Process” Benefits
Accountability
Context
� Project Management
� Software Development
� Software Testing
Benefits
� Predefined Operational Roles
� Predefined benchmark for evaluation
� Formal review and audit of process
� Feedback mechanism for resource
evaluation
Organizational “Process” Benefits
Continuous Improvement
Context
� Project Management
� Software Development
� Software Testing
Benefits
� Process can be measured/metrics
� Metrics can be evaluated and utilized
to revise/enhance process
� Corporate Maturity - Cultural
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Implementation Considerations
Corporate Objectives� Governance – Organizations have developed and are utilizing their corporate process(es) –
these organizations want to ensure the process(es) they have developed are applied effectively.
Specialized staff are dedicated to lead these initiatives (PMO) - process scope can vary
� Quality Assurance – Organizations have a belief that the quality of their products and services
rely and are dependent on how effectively the organizational process(es) are being followed.
Specialized staff are dedicated to perform ongoing process reviews and audits
� Continuous Improvement– Organizations recognize that operational performance (and
corporate culture) can be continually improved when the processes incorporate a metric
component. The metrics can be used to measure performance (schedule, cost, quality) of how
the products/services are being developed and delivered. Dedicated resources are used to
acquire and disseminate metric information to operational management
Implementation Considerations
Scope – Existing Corporate MaturityEvery organization is using a process ( IT Methodology or IT Lifecycle or IT
Framework) to deliver products and/or services
� Optimized – IT Methodology is recognized and aligned with business objectives and routinely
delivers to operational needs and expectations – metrics for continuous improvement
� Maximized – IT Methodology is recognized and aligned with business objectives and regularly
delivers to operational needs and expectations – no metrics for continuous improvement
� Utilized – IT Methodology is recognized yet inconsistently applied resulting in deviations
(schedule, cost, quality) of the products/services being delivered
� Chaotic – IT Methodology is not recognized, process(es) are not applied
Implementation Considerations
Cornerstones for SuccessEstablish Ownership/Steering Committee – have a champion
Identify and designate “process” experience/expertise (in-house/other) – experience
matters
Identify the scope of the process/methodology (ie Project Management, Software
Development, Software Testing) or phase or deliverables that will bring value once
implemented – define the piece of pie
Designate the initiative as a project – apply PM practices (initiate, plan, execute & control,
closeout) to guide the project implementation
Continuous communication (across the organization) from process development through
process training through process implementation
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
Concepts V
Incorporate Organizational Process GovernanceAgenda
� Establish a context for IT Methodologies (noun and verb)
� IT Methodology (noun) - “Project” versus “Organizational Process”
� “Organizational Process” Characteristics (repeatability, predictability, measurability)
� “Organizational Process” Benefits (corporate planning, staffing
flexibility/opportunity, consistent delivery & quality, accountability, continuous
improvement)
� “Organizational Process” Implementation Considerations
� Recap
and more “terms”
Every IT organization is using an
IT Methodology or IT Lifecycle or IT Framework
Until Next Session…
Keep Posing your Questions – call or send your questions in (Denise and/or Cameron)
Explore the QAIassist Body of Knowledge – refer to the QAIassist Body of Knowledge
(sample deliverables, whitepapers, blog articles) – (www-qaiassist.com)
QAIassist Practitioner - find out more about becoming a certified QAIassist Practitioner
Tell your friends - tell your friends, coworkers and colleagues about the Project
Insight/QAIassist webinars – invite them to join us at the next session
Continuing Follow Up – send out a survey at the completion of every webinar, follow up
with attendees to obtain their suggestions and recommendation
2014 Schedule
The 3rd Wednesday of Every Month
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Concepts (60 mins)
� This series of six webinars will be presented on a bi-monthly basis. Each webinar
will provide you with a context, overview, terminology and general understanding
of information technology (IT) methodology.
IT Methodology – Tutorials (45 mins)
� This series of five webinars will be presented on a bi-monthly basis. Each session is
designed to offer a more “hands on” perspective – bridging the concepts into a
practical utilization.
2014 “Tutorials” Schedule
The 3rd Wednesday of Month (Feb, Apr, Jun, Aug, Oct)
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Tutorials (45 mins)
� Applying IT Methodology to Project Initiation - (Feb)
� Project Planning & Design with IT in Mind - (Apr)
� Executing Projects with IT Methodologies - (Jun)
� Project Control & Verification - (Aug)
� Project Close & Delivery - ( Oct)
2014 “Concepts” Schedule
The 3rd Wednesday of Month (Jan, Mar, May, Jul, Sept, Nov)
� 8:00 am Pacific - 11:00 am Eastern Time
IT Methodology Concepts (60 mins)
� Methodology for the IT Landscape - (Jan)
� Apply PM Fundamentals to IT - (Mar)
� Leverage the Software Development Lifecycle - (May)
� Explore the Software Testing Lifecycle - (Jul)
� Incorporate Organizational Process Governance - ( Sept)
� Implementing IT Methodology - (Nov)
Join us
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Learn more…
Schedule a customized demo today
� +1 (949) 476-6499 x3
� Request info: www.projectinsight.net
Contact QAIassist
� +1 (613) 523-0052
� Request info: www.qaiassist.com
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