Collaborative Master Project Plan

Quality is the Gateway to Success

Collaborative Master Project Plan

Management Plan for TSB

Introduction

Top Shelf Brands introduces from the vineyards to the connoisseur, decades of knowledge poured into bottles and backed by our brand. Top Shelf Brands welcome the opportunity to deliver to you new brands and labels that represent only the best products.

We all crave something new, that may be invigorating, poised to be labeled as exceptional. However, subtle and adventurous enough to arouse our basic instincts. We plan to place Top Shelf Brands, in every market throughout the United States.

Please join us in a toast to celebrate Top Shelf Brands, grand opening at your nearest celebration festivity.

Agenda

SRATEGIC PLAN - short and long term thoughts on the direction of the brand/label and the expansion.

• POSITIONING - identify the regions and market area to get expected results.

EXECUTION - create the most sophisticated,

desirable and enticing product utilizing all sources

of the marketing media

OPERATIONS – the overall intricate plan and design that will create a highly measurable product to aim at quality and success

Vision

Brand / Label/ Design

Celebrities' ,National Media, Events,

Television, Radio, web sites

showcasing Brand/label

Purpose

Create new sensation

Quality served with the right price

Goals

100% statewide

Name Brand and label recognized as

the best 5 star

Strategic Plan

Target

Region or state to sample products

Locations identified as area’s that like

similar products and volumes consumed

clearly identifies as a fact

Expected. results

What is making our brand grow

Identify the main message as to what triggers the action to

like and purchase

Support

Why we can do it and others can’t

Why you should stock our brand

Positioning

Create and promote thru business development the most stimulating marketing to get the consumer to take action today.

Utilize the most motivating tactics to gain attention and deliver with a smile.

Product, ad, promotion

To get this in there hands in the environment in which they are more likely to hear it and act

Partake in as many wine and liquor tasters as possible while promoting your brand.

The Medium/channel

Execution

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Operations Introduction

To Effectively Demonstrate how a Collaborative Project

Management Strategy Tool is critical to the success of a Cost-Effective an organization day-

today routine activities

To Provide the Key Factors

•  Benchmark - Balance Scorecard for

transparency and accountability •  Framework - Collaborative Project

Management Tools •  Dashboard for Monitoring/Managing

all activities to result in Successful Completion

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Agenda

Product Background and

Purpose

Critical Components to an Effective Solution

Project Scope Project Methodology

- Approach

- Quality Performance

Metrics - Compliance

- Dashboard Controls

Roadmap for Success Q & A

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Process Relationship

CIS –Utility Billing Solution

Customer

Account

Address

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Project Scope

The Project Scope consist of the following

sections: • Project Management Administration • Project Management Principles • Project Management Impact Factors • Project Management Success Factors • Project Assessing Factors • Project Management Responsibilities • RFQ – Scope of Work Requirements Response • Traceability Matrix – TM Industry Best Practices • Specifications Process Improvement

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Project Scope

COLLABORATIVE PROJECT MANAGEMENT ADMINISTRATION Getting Started Where you are to where you need to be (Navigation)

Business Technical

Application Operation Process

Requirements Cost

From Existing to Industry Analysis

Determine GAPS, Constraints, Matches

Process Improvement Based On Industry

Determination Cost, Benefits, Risks, Effect

Blueprint (Model for Success)

Target / Expectation For

Business Technical

Application Operation Process

Requirements Cost

Current Review Infrastructure Infrastructure

to create

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Project Scope Factors

Specific Areas Requiring Project Management Principles

Procurement

Configuration Management

Document Version Release

Risk

Communication Quality

Cost

Resource

Time/ Schedule

Scope

Integration Mgmt.

PROJECT MANAGEMENT

PRINCIPLES

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Project Scope

CPMS (Collaborative Project Management Strategy) Group Utilizes a Diagnostic Tool For Addressing Factors Impacting the Success of the Project

User Entry

Business Process

Improvement

Workflow

Risk Detection

Status & Deliverable

Tracking

Integration & Automation

Approach Method

Test Quality

Communication Method

System Design

Requirement Boundaries

PROJECT MANAGEMENT

IMPACT FACTORS

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Project Scope

Specific Areas Requiring Project Management Principles

Troubleshooting

Communication

Monitoring / Feedback

Client Acceptance

Technical Tasks

Personnel

Client Consultation

Schedule / Plan

Management Support

Project Mission

PROJECT MANAGEMENT

SUCCESS FACTORS

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**The Most Challenging Aspect Of the New System Implementation Planning Process is Assessing**

ASSESSING

Business Process Fit

(80/20)

Actual Implementation

Timeframe

Solution Risks

Installation Cost

Pre-Production Operational

Cost – Post Production

Technology Alignment

Benefits Improvement

ROI

Customer Buy-In

Ownership

Resource Allocation

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Project Scope

Management Key Responsibilities

q  Comprehend and Implement Organizational Project Policies and Procedures q  Develop Project Charter and Obtain Approval q  Identify and Procure Project Infrastructure q  Define Project Goals, Objectives and Success Criteria q  Identify Document Project Constraints q  Identify Document Project Assumptions q  Identify and Select Project Team Resources q  Establish Communication Procedures q  Ensure All Requirements Specification Have Been Met q  Track and Review Actual Accomplishments and Results to Project Plans q  Revise the Project Plan to Reflect Accomplishments q  Revise the Plan for Remaining Work (if needed) q  Provide Visibility into Progress as Project Proceeds (this will enable management

and the team to take corrective action early on)

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Project Scope

Project Planning

Project Scope

Develop the supporting plans, such as;

scope cost risk schedule quality resource deliverables implementation, and change management plans

Obtain Stakeholders Approval of the Project Plan

Obtain Organizational Commitment and Support for

Completion of Project Task Assignments,

Timing and Quality

Establish Baseline

Translate Documented Requirements to Project Lifecycle Documentation

(e.g., requirement specifications documents)

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Project Scope

Project Execution

Manage and Monitor Day-to-Day Activities and Provide Direction to Team Members and Supporting Documents (dashboards)

Manage, Measure and Monitor Quality Targets and Goals (project and product)

Manage, Measure and Monitor Risk Response Strategies

Disseminate Project Information and Maintain Communication

Develop and Update System Security Plan and Other Security Deliverables

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Project Scope

Project Control q  Develop and Distribute Project Performance Reports q  Evaluate Performance Criteria (quality assurance)

q  Scope q  Cost q  Schedule q  Quality

q  Participate in Change Control and Process Improvement q  Initiate Change Requests as Required (scope, cost, schedule, or quality) q  Review Project Risks and Establish Risk Response Plans q  Adjust Project Planning (as required) to Include Approved Changes in Scope, Timing,

Cost or Quality (after obtaining customer approval) q  Ensure Product Compliance and/or Solution Acceptance q  Establish Benchmark for Reviewing / Testing to Ensure Quality Performance

q  Activity Status Reporting q  Performance Measurement Indicators (Reviews – Peer) q  Quality Compliance, Non-Compliance q  Change – Process Improvement, Configurations q  Release Management-Version Control, Risk Mitigation

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Project Scope

Project Close-Out

q  Obtain Customer and Management Approval

q  Obtain Customer and Management Acceptance of Completed Product

q  Closeout Open Action Items

q  Develop Post-implementation Report

q  Conduct Lesson-learned Analysis

q  Develop Recommendations for Continuous Improvement

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Project Scope

Project Monitoring

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Project Scope

Project Review

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Project Scope

Delivery Description Methodology Project Planning/Discovery, Organization,

Implementation CMS-QPP Methodology

Project Control Processes, Procedures, Change Control – Process Improvement

CMS-QPP Methodology

Risk Management (risk tracking, mitigation and issue tracking)

CMS-QPP Methodology

Program Planning/Discovery, Work Breakdown Structures, Scheduling and Control

CMS-QPP Methodology

Budget and Financial Management including Cost Analysis/ Cost Benefits

CMS-QPP Methodology

Acquisition Planning and Management CMS-QPP Methodology

Preparation of required studies/reports for oversight bodies

CMS-QPP Methodology

Work Session Facilitation – Reviews, CMS-QPP Methodology QA and UAT plan CMS-QPP Methodology

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Balance Scorecard Business Process Analysis & Design Weight Factors – Traceability Matrix

Parameters for Weight Factors

1. Business Areas Overall-to-Detail

2. Requirement Specifications (Example) Account Management

3. Priority Category

Values = C = Critical I = Important N = Needed W = Wish NN = Not Needed

Factors Parameters

4. Process Types

Values = M = Manual T = Transactional W = Workflow R = Report NE = Non Existent

5. Change Process Improvements

Values = C = Critical I = Important N = Needed W = Wish NN = Not Needed

6. Operational Business Model

7. Results

(Items 1 – 6) a) Comparison to Customer’s Goals/Expectations to determine if in line to mission b) Establish Framework/Benchmark which produces a more realistic project charter going forward from RFP c) Generate a CMMI=(Capability Maturity Matrix Integration) – (Initial, Manage, Define, Measure, and Optimize) to better manage Project Scope (People, Process, and Performance)

Best Practice

Area

Current Operational

Areas

Priority Category

C=Critical

I=Important N=Needed W=Wish NN=Not Needed

Process Types

M=Manual

T=Transaction W=Workflow

R=Report NE=Non Existent

Change Process

Improvement

C=Critical I=Important N=Needed W=Wish NN=Not Needed

CIS Product Comparison

Area

CIS Verdict Process

Type

Grading of Proposed Delivered Function

5=Optimize

4=Good 3=Workable 2=No Vision 1=Chaotic

0=No Planned or does not

work

Test / Review

2=Accept 1=Accept

with conditions

0=Not Accept

Solution to GAPS

Overall Acceptance

Specification on several

account keys with browsing capability on partial keys. The following access paths

have been identified

Account Manage-

ment Account Access

Industry Best Practices Traceability Matrix Sample

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Project Methodology

The Project Methodology consist of the following sections:

Quality Performance Paradigm (QPP) is a software tracking device which contains detail of all tasks activities from a consolidated workplan. •  Benefits •  Advantages •  Getting Started •  Solution Building •  Dashboards •  Measurement Testing (Metrics) Analysis –

Review by Peers •  Configuration Management •  Change and Version Control •  Document Management •  Acceptance Reviews •  Project Controls

Balance Scorecard Overview


• Financial – • Customer – • Internal Business Process – • Learning and Growth -

Translating

• Design – • Implementation – • Operation – • Evaluations –

Indicators

• Clarify and Translate – Vision and Strategy • Com and Link the Strategic Objective and Measures • Plan and Set Targets / Align Strategic Initiatives

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Principles of the Strategy

Align the Organization Make Strategy Everyone’s Job

IT Data Analysis Online Analytical Data Integration

Classification of Balance Scorecard Scope of the Implementation Degree o Integration Required IT/SME Support

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Balance Scorecard Decision Framework

Company Scalability Flexibility and Customization Features and Functions Communication Data Presentations and Views Analysis Functionality Service Future Technical Specification

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Resource Roles

Steering Committee

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PMO

Advisory Board Project Facilities

QA/QC - Change/Process Improvement – (CMMI) also TM

Groups

Implementation – Process – Same – IV&V - Testers

Integration – Process/Interoperability - Tech Testers

Data Deployment – Conversions – Tech Testers

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Quality Performance Paradigm -BENEFITS -

•  Implement a Well-Planned Strategy •  Increase Operational Visibility •  Ready Acceptability to All Managerial Task/Activities •  Deliver Factual Information •  Empower Users (Hands-On Reviews) •  User Ownership & Responsibility •  Accountability •  Client Satisfaction

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Quality Performance Paradigm - Advantages -

Business Service Management Controls

•  Work/Cost Factors

•  Issues/Problems Detection

Best Practices and Compliances

•  Integrity •  Accountability •  Ownership •  Knowledgebase

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Background

– Getting Started - •  Establish Framework for Transactions and Reporting

Establish Specific Processes, Data and Process Improvement Areas

Prioritize Processes and Transactions Requirements

•  Establish Data Management Activities •  Detail the Customer’s Quest – Expectations •  Define, Design and Implement an Integrated Business

•  Solution (Blueprint) •  Direct Project Aspects – People, Process and Performance

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Collaborative Project Management - Solution Building Setup -

•  Industry Best Practices

•  Streamline and Prioritize Processes

•  Software Engineering Traceability Model (TM) Workshops

•  Tracking and Evaluation Metrics using Ticklers and Notifications

•  Increase Productivity and Efficiency

•  Effective, Reliable Migration

•  Fulfill Data Management Transactional

•  Requirements Based on Organizational

•  Guidelines for Reviews (Design and Construct)

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Quality Performance Paradigm - Dashboard -

•  Every organization needs a Performance Dashboard that translates the Organization’s Mission/Strategy into Objectives, Metrics and Tasks relative to each group and/or individual in the organization

•  The Dashboard is really a Performance Management System that enables people to Measure, Monitor, and Manage the Key activities and processes required for Successful End Results

•  Monitor—Business Processes and Activities Using a Blank that •  Notifies When/Where Potential Problems Exists

•  Analyze – Causes of Problems as they Arise

•  Manage – People, Process, and Performance to Improve Decision •  Making, Optimize Accurate Results and Lead the Organization in

the Right Direction

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Quality Performance Paradigm - Dashboard -

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Metrics Analysis

•  Quality Deliverables

•  Design Review vs. Code Inspection

•  Determine Impact

•  Assess Development Process

•  Detect and Understand

•  Program Consistency

•  Testing /Issue Mitigation - Earned Value Concept

•  Work Breakdown Structure

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Configuration Management (CoM)

•  Key Performance Indicators

•  Established at Beginning of Project

•  Identify and Document Characteristics of the Overall

•  Product

•  Record and Report Change Processing – Control

•  Verify Compliance Factors

•  Establish Baseline Management

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Change and Version Control

•  CHANGE CONTROL Parallel Development

•  VERSION CONTROL Continued and Concurrent Development

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Document Management

•  Foundation of End Product

•  Manages Requirements, Design and User Document

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Product Assurance - Document Production -

•  Traceability Matrix/Strategy Map

•  High-Level Design

•  Detail Design

•  Technical Diagrams

•  Tracking Mechanisms for Tests

•  Budget Tracking

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•  Customer –  Acceptance status –  Customer concerns –  Customer changes –  Open issues

•  Steering Committee –  Acceptance status –  Strategy concerns (e.g., scope, budget, and schedule)

•  Project Team –  Acceptance status –  Resource issues

Acceptance Review

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•  Open issues

•  Summary of acceptance

•  Go / No-Go –  High-level discussion of next project phase

–  Date for next project status review

–  Confirmation of audience acceptance of next task plans

Acceptance Review

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Contain Scope

•  Actual vs. Baseline Variance •  Monitor Schedule

•  Actual vs. Baseline Variance •  Contain Cost

Scope Mgmt.

Schedule

Budget Cost

Project Status

Project Controls

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•  Manages, Monitors and Measures;

•  People, Processes, Performance

•  Tracking Measures (See next pages for detail)

QPP – Tracking

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Roadmap for Success

SOLUTION

COMMIT

SCOPE

OWNERSHIP

QUALITY

DESIGN CONTROLS

PLAN/ DISCOVER

COST

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Actions Descriptions Commit All parties must be focused on the same goal

Plan/Discover Define Goals, Expectations, Budget, Benefits, Deficits, Risks

Cost There is an algorithm that is used based on the started point of the customer

Scope - Approach Optimize Solution – Process improvement based upon industry best practices - TM

Ownership Customer must take ownership, not vendors

Design Blueprint - baseline used to a guide for implementation benchmark

Controls Establish Boundaries for Cost, Schedule and Scope

Solution Meets the Customer expectations, along with future growth, life-cycle longevity

Quality Tools to for review, inspection, testing, training performance and compliance

Roadmap Descriptions

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Cost Factors To Complete All Phases

Material

Services (Productio

ns, Transition and Post Productio

n)

Infrastructure

Integration

Data Managem

ent

Training/Formal

and Document Manuals

Change Management/Process Improveme

nt/Re-Engineerin

g