Incorporate Organizational Process Governance. IT Methodology Webinar

Transcription

1 Incorporate Organizational Process Governance IT Methodology Webinar

2 All participants will be on mute Questions are welcome Things to know Please use the questions box to ask questions The moderator will select questions All questions will be answered today or by at Webinar recording available in the PI Community

3 Moderator Janelle Abaoag Project Insight Marketing, Public Relations

4 Presenter Cameron Watson President, QAIassist

5 Who s on the Call? 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

6 Who is QAIassist? 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 - QAIassistFoundation Support practitioners and authorized affiliates in delivering IT Methodology knowledge and expertise

7 2012/13 IT Methodology Webinar Summary Scores of IT Methodology Webinars delivered (across the globe) 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 Independent Consultant

8 QAIassist 2012/2013 Series - Goals 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

9 2013 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.

10 2013 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)

11 2013 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)

12 2013 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)

13 2013 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)

14 Concepts V Incorporate Organizational Process Governance Agenda 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

15 Concepts V Incorporate Organizational Process Governance Agenda 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

16 Methodology Terms, Terms ISO(900XXX) Agile CMMI ITIL Waterfall Rational Unified Process (RUP) QAIassist(IM) PMI Six-Sigma Prince2 COBIT

17 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

18 and more terms Every IT organization is using an IT Methodology or IT Lifecycle or IT Framework

19 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

20 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

21 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)

22 Building a House Deliverable/Artifact/Work Product versus Activity 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

23 IBM s Rational Unified Process (RUP)

24 PMI s Project Management Methodology

25 QAIassist Integrated Methodology

26 Map = Noun, Journey = Verb

27 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

28 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

29 Multiple IT Environments : Mainframe Distributed Web Based IT Methodologies Utility Multiple Delivery Approaches Methodology (verb) Waterfall Agile Prototyping

30 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

31 Concepts V Incorporate Organizational Process Governance Agenda 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

32 Concepts V Incorporate Organizational Process Governance Agenda 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

33 Project Context

34 QAIassist Integrated Methodology

35 QAIassist Integrated Methodology

36 QAIassist Integrated Methodology

37 QAIassist Integrated Methodology

38 QAIassist Integrated Methodology

39 Project Management Methodology/Lifecycle

40 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

41 QAIassist Integrated Methodology

42 QAIassist Integrated Methodology

43 Software Development Methodology/Lifecycle

44 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

45 QAIassist Integrated Methodology

46 QAIassist Integrated Methodology

47 Software Testing Methodology/Lifecycle

48 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

49 Project (singular project usage) Lifecycles Project Management Software Development Software Testing Benefits Planning, Executing, Delivering Requirements Definition, User Approval Successfully Tested Authorized Functionality

50 Project Context

51 Process Context

52 Process (all organizational project usage) Lifecycles Project Management Software Development Software Testing Benefits Planning, Executing, Delivering Requirements Definition, User Approval Successfully Tested Authorized Functionality

53 Concepts V Incorporate Organizational Process Governance Agenda 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

54 Concepts V Incorporate Organizational Process Governance Agenda 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

55 Organizational Process Characteristics Lifecycle/Process Project Management Software Development Software Testing Characteristics Repeatability Predictability Measurability

56 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

57 Organizational Process Characteristics Predictability Context Project Management Software Development Software Testing Results Specific roles and responsibilities are predefined Product/Service delivery more reliable Corporate planning (budgeting and staff forecasting) becomes more reliable

58 Organizational Process Characteristics Measurability Context Project Management Software Development Software Testing Results Repeatable & Predictable = Measureable Measurable = Basis of Ongoing Improvement Ongoing Improvement = Operational Performance and guaranteed Quality (product & process)

59 Concepts V Incorporate Organizational Process Governance Agenda 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

60 Concepts V Incorporate Organizational Process Governance Agenda 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

61 Organizational Process Benefits Corporate Planning Context 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

62 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

63 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

64 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

65 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

66 Concepts V Incorporate Organizational Process Governance Agenda 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

67 Concepts V Incorporate Organizational Process Governance Agenda 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

68 Implementation Considerations Corporate Objectives Governance Organizations have developed and 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

69 Implementation Considerations Scope Existing Corporate Maturity Every 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

70 Implementation Considerations Cornerstones for Success Establish Ownership/Steering Committee have a champion Identify and designate process experience/expertise (in-house/other) experience matters Identify the scope of the process/methodology (ieproject 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

71 Concepts V Incorporate Organizational Process Governance Agenda 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

72 Concepts V Incorporate Organizational Process Governance Agenda 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

73 and more terms Every IT organization is using an IT Methodology or IT Lifecycle or IT Framework

74 Until Next Session Keep Posing your Questions call or send your questions in (Janelle and/or Cameron) Explore the QAIassistBody of Knowledge refer to the QAIassistBody of Knowledge (sample deliverables, whitepapers, blog articles) (www-qaiassist.com) QAIassistPractitioner -find out more about becoming a certified QAIassistPractitioner 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

75 The 3rd Wednesday of Every Month 8:00 am Pacific - 11:00 am Eastern Time IT Methodology Concepts (60 mins) 2013 Schedule 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.

76 2013 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)

77 2013 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)

78 Moderator Janelle Abaoag Project Insight Marketing, Public Relations