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Tài liệu Module 5: Vision/Scope Approved Milestone docx

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Module 5: Vision/Scope Approved Milestone 5 THIS PAGE LEFT INTENTIONALLY BLANK 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH##8²6 2EMHFWLYHV At the end of this module, you will be able to „ Achieve a shared vision „ Understand how to set project scope using the trade-off triangle „ Identify the components of a vision/scope document „ Know how to document each component Upon completion of this module, you will be able to: „ Describe how to achieve a shared vision for the project team. „ Describe the scope and how to set it. „ Describe how to set the vision/scope for the solution. „ Understand the roles and responsibilities of each team member leading to vision/scope approval. „ Create the deliverables produced during the envisioning phase. „ Write the vision/scope document. 8²7# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH /HVVRQV Lessons 1. Principles and Concepts 2. Envisioning Phase Outline 3. Forming the Team 4. Creating the Vision/Scope Deliverable 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH##8²8 /HVVRQ#4=#3ULQFLSOHV#DQG#&RQFHSWV Lesson 1: Principles and Concepts The principles behind vision and scope and how they enable you to achieve the vision/scope approved milestone 8²9# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 3ULQFLSOHV#RI#D#6KDUHG#9LVLRQ „ Peak performance begins with a commitment to vision „ To produce great results, the team must have a vision and must communicate it „ A great project vision combines verbal and visual information „ Vision is bound by no preconceived limitations „ The sustaining source of the vision is business value „ Vision guides shorter-range objectives (scope) „ The most productive teams are ones in which all members feel they are important and at the same time are committed to the mission of the team. The mission starts with determining what the customer wants to accomplish, and then committing to it. „ Teams that produce great results have refined their capacity to clearly see what they want to accomplish for their customer and know how to state it in terms that motivate the whole team and the customer. „ Developing a vision means seeing a pattern in the things and thoughts that get the customer moving, assessing your resources, and then formulating your ideas into words. Productive teams keep the visual element alive in the ways they state their vision, often conveying it through images and metaphors. An image can motivate just as powerfully as words. „ Vision inspires the team to reach for what could be and to rise above its fear of uncertainty and preoccupation with the current state of things. „ The bottom line for project teams is delivering business value by creating and combining elements of technology into practical solutions that address pressing business problems and/or leverage opportunities. „ Vision establishes and sets a direction in which the whole team can be impassioned, committed, and empowered for the long term. Vision also guides the shorter-range objectives. Both in turn lead to high-quality action. 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH##8²: %HQHILWV#RI#D#6KDUHG#9LVLRQ „ Committing the team to achieving its vision „ Helping all team members work toward the same goal „ Avoiding potential future conflicts „ Enabling the team to identify and apply correct resources „ Creating team identity „ Motivating the team A clear shared vision provides the project team with several benefits: „ When a team creates its own vision and agrees to that vision, it gains a sense of ownership and accountability to fulfill that vision. „ In achieving a shared vision, all team members agree to the vision and work to attain that vision. „ In coming to consensus on the vision at the beginning of the project, the team focuses its efforts and increases its ability to remain on course and avoid potential derailments. „ A shared vision allows the team to identify the skill sets that are required for the project and apply the appropriate resources. „ A shared vision for a project or product can be a rallying point around which a team identifies itself. When a team forms an identity, all members strive to associate with a successful project. 8²;# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 'LVFXVVLRQ=#:KDW#WKH#9LVLRQ#$GGUHVVHV Discussion „ What is the business problem? „ How will the business change with the new solution? „ What is the business context of the solution? „ How does the solution interact with other enterprise infrastructure functions? „ What is the long-term vision of the project? A successful vision should help you understand where the business is going and what its long-term business plan is. Each company or organization will have its own business vision. By collecting information on the vision or goals of the organization and keeping those goals in mind while creating the project vision, you help ensure that the product aligns with the long-term vision of the organization. Often, there is more than one source of this information. You will have to search for it throughout the various departments in your business and IT organizations. 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH##8²< 7KH#6FRSH „ Defines what must be done to support the vision „ Incorporates the vision mapped against reality „ Considers what the customer deems essential for success of the release „ Moves the less essential functionality into future projects based on customer expectations The scope defines which features the team must address first according to the customer’s description of its needs. By applying the concept of versioned releases, you move essential business requirements into the first release, moving other features into future releases of the project as necessary. 8²43# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 6HWWLQJ#WKH#6FRSH Resources Features Schedule MSF Trade-off Triangle Assess project trade-offs when setting the scope Setting the scope means that you balance the needs of a diverse set of end users against each other and consider other priorities set down by management. Several variables may impact the potential success of the project, including costs, resources, schedule functionality, and reliability. The key is finding the right balance between these variables. The trade-off triangle shows the three most critical elements in setting the scope. The project trade-off matrix described in the process model module is one tool you can use to identify, manage, and control these priorities. [...]... phase and the milestones and deliverables that must be achieved # 8²46 8²47# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 7KH#&XOPLQDWLRQ#RI#(QYLVLRQLQJ Vision/Scope Approved Milestone Deployment Complete Agreement on „ Business requirements „ Vision and scope „ Solution concept „ Key deliverables „ Risks Vision/Scope Approved Release Project Plan Approved At the vision/scope approved milestone, the... interim milestones and they are associated with phases They affect the process of reaching a milestone The team reaches a milestone when it delivers a project component Physical deliverables are not only recommended, but are essential to the efficient documentation of the project 8²49# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 'HOLYHUDEOHV Vision/scope approved milestone Vision/scope deliverable „ Vision/scope. .. completed before the project can move past the vision/scope approved milestone You may need to add tasks to this list depending on the nature of your project or organization 8²69# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 6XPPDU\ „ How do you achieve a shared vision? „ How is the trade-off triangle used in setting scope? „ What are the components of the vision/scope document? „ How do you transition... project is whether it achieved the intended results The vision/scope document is a gauge for determining if the desired results were, in fact, achieved „ Time-oriented The time frames for the delivery or deployment of the product should be communicated in the vision/scope document This is not an exhaustive list, nor are these requirements for every vision/scope document They may help to focus on creating... surface through reviews and discussion during the analysis and design process 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH# # 8 5: %H#60$57 S pecific M easurable A chievable R esults-based T ime-oriented when creating the vision/scope document Be “SMART” when testing for a good vision/scope document Check to see if it is: „ Specific The document should be free of ambiguity „ Measurable Measurements should... 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH THIS PAGE LEFT INTENTIONALLY BLANK 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH# /HVVRQ#7=#&UHDWLQJ#WKH#9LVLRQ26FRSH#'HOLYHUDEOH Lesson 4: Creating the Vision/Scope Deliverable Components of the vision/scope deliverable and how this guides the project # 8²54 8²55# # 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 9LVLRQ26FRSH#'UDIWHG#,QWHULP#0LOHVWRQH „A drafted problem statement... configuration management functions, and defines project standards like documentation templates, naming conventions, and status reporting guidelines The team will update the document at the project plan approved milestone when all the project resources have been assigned A project structure document may also include e-mail names, e-mail aliases, telephone lists, mail addresses, server share names, directory... component of the vision/scope document 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH# # 8²68 7UDQVLWLRQLQJ#WR#WKH#3ODQQLQJ#3KDVH „ Define the vision and scope of the project „ Identify roles and responsibilities „ Establish regular status and team meetings „ Establish a public location for project documents „ Establish „ Obtain source control procedures customer approval „ Conduct a milestone review This... 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH 'HOLYHUDEOHV Vision/scope approved milestone Vision/scope deliverable „ Vision/scope document „ Risk assessment document „ Project structure document The vision/scope deliverable has several components One is the vision/scope document Its intent is to clearly describe the project or solution at a high level and communicate that description to the customer The document defines the business... is the trade-off triangle used in setting scope? „ What are the components of the vision/scope document? „ How do you transition to the planning phase? „ How do you know when you’ve achieved the vision/scope milestone? Summary . 'HOLYHUDEOHV Vision/scope approved milestone Vision/scope deliverable „ Vision/scope document „ Risk assessment document „ Project structure document The vision/scope. Module 5: Vision/Scope Approved Milestone 5 THIS PAGE LEFT INTENTIONALLY BLANK 0RGXOH#8=#9LVLRQ26FRSH#$SSURYHG#0LOHVWRQH##8²6

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