Lviv PMDay 2015 S Роман Савченко: Комплексний підхід в оцінюванні стану проекту в ІТ компанії”
Lviv PMDay 2016 S Олег Мізьов: Smart Proposal for your Fixed Price Deal
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Transcript of Lviv PMDay 2016 S Олег Мізьов: Smart Proposal for your Fixed Price Deal
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Agenda
Smart Proposal ?
Proposal Creation
FlowEstimation Building a
TeamRisk
ReservesDetermining
budget Sign!
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• Standalone document• Clearly defines project scope, timeframes and costs.• Has all necessary legal sections• In most cases should have a detailed description of chosen development approach, risk and
change management strategies, etc.
Project Proposal
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• Solution Description• Architecture Overview and Solution Design• Integration Approach and Deployment Aspects• UI/UX Approach• Non-Functional Requirements and QAS
• Project Scope and Out-Of-Scope• Assumptions. Limitations. Dependencies• Deliverables• Schedule and Milestones• Project Cost
Project Objectives
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Risks Management – is the only instrument in arsenal of Project Manager how to proactively influence on a project future.
Statements:• Risks identification and assessment sessions (part of Management Process)• Risks monitoring and control activities• Risks communications• List of already identified risks and mitigation strategies
Risks Management
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Change management is a systematic approach to dealing with change both from the perspective of internal and external changes.
Statements:• Types of changes• Change Control Board• Change flow• Change management system
Change Management
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• Definition of Done• Acceptance definition• Acceptance terms and period• Defects classification• Defects fixing obligations and SLAs• Acceptance scenarios
Work Acceptance
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Creation Flow for a Smart Proposal
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Proposal Creation Flow1 Define Scope
2 Architecture WBS
3 DEV estimates QC estimates Other efforts estimates Finalize assumptions
4 Determine duration constraints
5 Determine Team and Resources
6 Create initial schedule
7 Finalize Risks Plan Risk responses Add reserves
8 Calculate costs Determine budget
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Proposal Creation FlowPM BA
ArchitectDefine Scope Architecture
WBS
Estimates, Assumptions
Determine Duration, Team
Create Initial Schedule
Identify Risks, Plan Responses, add reserves
Calculate Costs and Budget
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Estimations
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Estimation approach Category Examples of the Technique
Analogy-based estimation Formal estimation model ANGEL, Weighted Micro Function Points
WBS-based (bottom up) estimation Expert estimation Project management software, company specific
activity templates
Parametric models Formal estimation model COCOMO, SLIM, SEER-SEM, TruePlanning for Software
Size-based estimation models Formal estimation model
Function Point Analysis, Use Case Analysis, SSU (Software Size Unit), Story points-based estimation in Agile software development
Group estimation Expert estimation Planning poker, Wideband Delphi
Mechanical combination Combination-based estimationAverage of an analogy-based and a Work breakdown structure-based effort estimate
Judgmental combination Combination-based estimation Expert judgment based on estimates from a parametric model and group estimation
Estimation Techniques
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Pert Technique
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PERT TechniquePros:• Shows uncertainty• Allows to calculate probability of hitting
Cons:• Won’t help if uncertainty is not high (1o-2m-3p • Need to train people
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For high-level estimation or estimates validation:• Analogous estimation by historical database
For project planning and budgeting use a combinations of several techniques• Step 1: Bottom – Up WBS decomposition• Step 2: PERT for development tasks• Step 3: Parametric estimates for non-development activities (like bugs-fixing, automation
testing, manual QC, etc.)• Step 4: Statistics-based reserves calculations
Best Practice in Estimation
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Team
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• Team composition is determined by a Project Manager based on :• A project scope statement, Gant chart;• Project constraints;• List of purchases;• Technology stack;• Existing team availability;• Architecture recommendation.
Team Composition
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• Team location is determined based on :• Staffing urgency;• Cost baselines;• Available resource in pools.
Team Location
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Team Release Plan
• Release Plan is:• Developed during the project planning and updated throughout all
phases• Communicated to the project team• Communicated to a Client
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Reserves
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Expected Monetary Value = Likelihood (%) * Consequence ($)
Contingency Reserves
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Management Reserve
• Is an amount of a total allocated budget.• Is stated as 5%-15% from total budget depending on a type of a program.• Is established in the last turn after full scope and budget are in place.
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Typical (Known) Reserves
Reserve Name Percentage from dev estimate
Agile Ceremonies 5%-20%Sprint Stabilization 10%
Release Stabilization 0,25 - 1 months
Dev Estimate Risk buffer 10%
Sprint 0 0,25 -0,5 months
Communication 5%-15%
Management 5%
Reserves to be considered during dev estimation:Manual/Automation QC estimatesUnit TestingCode ReviewsBug Fixing
20% - 70%0% - 20%5% - 10%
15% - 40%
Hand Off 0,5 months
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Schedule vs Budget Reserves
• Project Duration < 3 months.• Only schedule reserves are added. • Budget buffers do not make sense due to lack of time to increase and train a team.
• Project Duration > 3 months. • Both cost and schedule reserves are added.• Reserve sizes are calculated based on qualitative risk analysis
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Determining Budget
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Determining Budget. Slow (Ideal) Approach
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Determining Budget. Fast (Realistic) Approach
• Step 1. Calculate Full(!) Team Cost per one month• Step 2. Team Cost * Project Duration• Step 3. Add budget for Team Ramp up and Project Acceptance phases• Step 4. Add budget for Procurements• Step 5. Add Bonuses & Team Buildings• Step 6. Add Business trips• Step 7. Allocate Contingency and Management reserves
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Proposal/SOW Approval
JUST APPROVE!
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Questions?
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Monitor and Control
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Schedule Performance Index
• The Schedule Performance Index tells you how efficiently you are actually progressing compared to the planned progress
• Schedule Performance Index = (Earned Value)/(Planned Value)
Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Sprint 6 Sprint 7 Sprint 8 Sprint 9 Sprint 100.0
0.2
0.4
0.6
0.8
1.0
1.2
0.8 0.8
0.9
1.1 1.1 1.0 1.0 0.91.0 1.0
Schedule Performance Index
Schedule Performance Index
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Earned Value Measurement
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Cost Performance Index
• The Cost Performance Index helps you analyze the efficiency of the cost utilized by the project.
• Cost Performance Index = (Earned Value)/(Actual Cost)