1. The Planning Process Copyright, 2006 © L. Ouyang Liubo Ouyang ouyangliubo@126.comhttp://ss.hnu.cn/oylb/psp/ Personal Software Process Lecture 11

2. L.Ouyang, PSP, Lecture 11 Introduction Why make plans ? Connection between cost, schedule, and the planning process (an example) Business  commitments Commitments  plans

3. L.Ouyang, PSP, Lecture 11 What is a plan The project plan defines the work and how it will be done. It provides: a definition of each major task,a definition of each major task, an estimate of the time and resources required, andan estimate of the time and resources required, and a framework for management review and control.a framework for management review and control.

4. L.Ouyang, PSP, Lecture 11 What is a plan Plans are used as: a basis for agreeing on the cost and schedulea basis for agreeing on the cost and schedule an organising structure for doing the workan organising structure for doing the work a framework for obtaining the required resourcesa framework for obtaining the required resources a record of what was initially committeda record of what was initially committed

5. L.Ouyang, PSP, Lecture 11 Contents of a software plan PSP plans have two users You Your customer

6. L.Ouyang, PSP, Lecture 11 Contents of a software plan You need from a plan: job sizingjob sizing job structurejob structure job statusjob status assessment (possible improvements)assessment (possible improvements) You

7. L.Ouyang, PSP, Lecture 11 Contents of a software plan Your customer needs from a plan: What is the commitment ? (what, when, at what cost)What is the commitment ? (what, when, at what cost) What is the expected quality ?What is the expected quality ? How about monitoring the progress ?How about monitoring the progress ? The impact of scope changesThe impact of scope changes Your customer

8. L.Ouyang, PSP, Lecture 11 Planning a software project Define clearly the planned workDefine clearly the planned work Split it into multiple steps that are clearly defined and measurableSplit it into multiple steps that are clearly defined and measurable Base your estimates on the historical dataBase your estimates on the historical data Record your estimates and later compare them with your actual resultsRecord your estimates and later compare them with your actual results Check the plan with the user before you start workCheck the plan with the user before you start work Make periodic progress statements to your customersMake periodic progress statements to your customers

9. L.Ouyang, PSP, Lecture 11 Producing a quality plan A good plan should be: complete (forms)complete (forms) accessible (a proper place & format)accessible (a proper place & format) clear (readable)clear (readable) specific (what, when, by whom, at what costs)specific (what, when, by whom, at what costs) precise (unit of time)precise (unit of time) accurate (random errors - no problem)accurate (random errors - no problem)

10. L.Ouyang, PSP, Lecture 11 Project plan overview 1 Introduction 2 Management plan 3 Quality plan 4 Purchasing plan 5 Development plan 6 Test plan 7 Installation and delivery 8 Product management 9 Maintenance 10 The project plan

11. L.Ouyang, PSP, Lecture 11 Project Plan Document (1) Project Plan Document (1) Software Development Studio Faculty of Electrical Engineering Poznan University of Technology Project title. Project Plan Version: SRSver-CDver-1.0x/date by manager1, manager2 Document status: Draft | Submitted | Under revision | Checked | Accepted | Frozen Checked | Accepted | Frozen

12. L.Ouyang, PSP, Lecture 11 Project Plan Document (2) Project Plan Document (2) 1. Introduction 1.1 Purpose of the document 1.1 Purpose of the document 1.2 Scope of the product 1.2 Scope of the product 1.3 Definitions, acronyms and 1.3 Definitions, acronyms and abbreviations abbreviations 1.4 References 1.4 References 1.5 Overview of the document 1.5 Overview of the document 1.6 History of the document 1.6 History of the document I have seen this already...

13. L.Ouyang, PSP, Lecture 11 Project Plan Document (3) Project Plan Document (3) 2 Management plan 2.1 Management 2.1 Management 2.1.1 Project management 2.1.1 Project management 2.1.2 Steering committee 2.1.2 Steering committee 2.2 Status reporting 2.2 Status reporting 2.3 Risk management 2.3 Risk management 2.4 Provision of facilities 2.4 Provision of facilities 2.5 Customer-supplied material 2.5 Customer-supplied material

14. L.Ouyang, PSP, Lecture 11 Project Plan Document (4) Project Plan Document (4) 2.6 Skills and resource 2.6 Skills and resource requirements requirements 2.6.1 Skills and resources 2.6.1 Skills and resources 2.6.2 Training 2.6.2 Training 2.7 Changes 2.7 Changes 2.8 Problems 2.8 Problems 2.9 Confidentiality 2.9 Confidentiality 2.10 Joint reviews 2.10 Joint reviews 2.11 Audit 2.11 Audit 2.12 Updating this plan 2.12 Updating this plan

15. L.Ouyang, PSP, Lecture 11 Project Plan Document (5) Project Plan Document (5) 3. Quality plan 3.1 Development standards 3.1 Development standards 3.2 Development environment 3.2 Development environment 3.3 Inspection, measuring and 3.3 Inspection, measuring and test equipment test equipment 3.4 Development cycle 3.4 Development cycle

16. L.Ouyang, PSP, Lecture 11 Project Plan Document (6) Project Plan Document (6) 3.5 Products to be developed Requirements specification Requirements specification Conceptual design Conceptual design Project plan Project plan User manual User manual Implementation report (DCT) Implementation report (DCT) 3.6 Final inspection 3.7 Records

17. L.Ouyang, PSP, Lecture 11 Project Plan Document (7) Project Plan Document (7) 4 Purchasing plan 4.1 Purchasing requirements 4.1 Purchasing requirements 4.2 Selection of suppliers / 4.2 Selection of suppliers / subcontractors subcontractors 4.3 Subcontract control 4.3 Subcontract control 4.4 Verification of purchased 4.4 Verification of purchased product product Buy or not to buy..

18. L.Ouyang, PSP, Lecture 11 Project Plan Document (8) Project Plan Document (8) 5 Development plan 5.1 Project plan 5.1 Project plan 5.1.1 Organisation and staffing 5.1.1 Organisation and staffing 5.1.2 Project planning 5.1.2 Project planning 5.1.3 Review of project plan 5.1.3 Review of project plan 5.1.4 Acceptance of project plan 5.1.4 Acceptance of project plan 5.1.5 Issue of project plan 5.1.5 Issue of project plan 5.1.6 Changing project plan 5.1.6 Changing project plan

19. L.Ouyang, PSP, Lecture 11 Project Plan Document (9) Project Plan Document (9) 5.2 Functional requirements 5.2 Functional requirements 5.2.1 Organisation and staffing 5.2.1 Organisation and staffing 5.2.2 Requirements specification 5.2.2 Requirements specification 5.2.3 Review of RS 5.2.3 Review of RS 5.2.4 Acceptance of RS 5.2.4 Acceptance of RS 5.2.5 Issue of RS 5.2.5 Issue of RS 5.2.6 Changing RS 5.2.6 Changing RS

20. L.Ouyang, PSP, Lecture 11 Project Plan Document (10) Project Plan Document (10) 5.3 Design 5.3 Design 5.3.1 Organisation and staffing 5.3.1 Organisation and staffing 5.3.2 Design input 5.3.2 Design input 5.3.3 Design 5.3.3 Design 5.3.4 Design output 5.3.4 Design output 5.3.5 Review of design 5.3.5 Review of design 5.3.6 Acceptance of design 5.3.6 Acceptance of design 5.3.7 Issue of design 5.3.7 Issue of design 5.3.8 Changing design 5.3.8 Changing design

21. L.Ouyang, PSP, Lecture 11 Project Plan Document (11) Project Plan Document (11) 5.4 Programming 5.4 Programming 5.4.1 Organisation and staffing 5.4.1 Organisation and staffing 5.4.2 Programming 5.4.2 Programming 5.4.3 Code reviews 5.4.3 Code reviews 5.4.4 Code acceptance 5.4.4 Code acceptance 5.4.5 Issue of code 5.4.5 Issue of code 5.4.6 Changing code 5.4.6 Changing code

22. L.Ouyang, PSP, Lecture 11 Project Plan Document (12) Project Plan Document (12) 5.5 Documenting 5.5 Documenting 5.4.1 Organisation and staffing 5.4.1 Organisation and staffing 5.4.2 Writing documentation 5.4.2 Writing documentation 5.4.3 Documentation reviews 5.4.3 Documentation reviews 5.4.4 Documentation 5.4.4 Documentation acceptance acceptance 5.4.5 Issue of documentation 5.4.5 Issue of documentation 5.4.6 Changing documentation 5.4.6 Changing documentation

23. L.Ouyang, PSP, Lecture 11 Project Plan Document (13) Project Plan Document (13) 6 Test plan 6.1 Facilities and tools 6.1 Facilities and tools 6.2 Acceptance criteria 6.2 Acceptance criteria 6.3 Unit testing 6.3 Unit testing 6.4 System and 6.4 System and integration testing integration testing 6.5 Acceptance testing 6.5 Acceptance testing

24. L.Ouyang, PSP, Lecture 11 Project Plan Document (14) Project Plan Document (14) 7 Installation and delivery 7.1 Installation 7.1 Installation 7.2 Handling, storage, packaging, 7.2 Handling, storage, packaging, and delivery and delivery 7.3 Other contractual services 7.3 Other contractual services

25. L.Ouyang, PSP, Lecture 11 Project Plan Document (15) Project Plan Document (15) 8 Product management plan 8.1 Product register 8.1 Product register 8.2 Product identification 8.2 Product identification 8.3 Version control 8.3 Version control 8.4 Maintenance of libraries 8.4 Maintenance of libraries 8.5 Non-conforming product 8.5 Non-conforming product Does this version work?

26. L.Ouyang, PSP, Lecture 11 Project Plan Document (16) Project Plan Document (16) 9 Maintenance plan 9.1 Warranty and maintenance 9.1 Warranty and maintenance period period 9.2 Support and help desk 9.2 Support and help desk 9.3 Notification of defects and 9.3 Notification of defects and their rectification their rectification Maintenance is not my business

27. L.Ouyang, PSP, Lecture 11 Project Plan Document (17) Project Plan Document (17) 10 The project plan 10.1 Overall project plan 10.1 Overall project plan 10.2 Functional requirements 10.2 Functional requirements plan plan 10.2.1 Plan 10.2.1 Plan 10.2.2 Milestones and 10.2.2 Milestones and payment schedule payment schedule 10.2.3 Actual 10.2.3 Actual 10.3 Conceptual design 10.3 Conceptual design...... I’m good in planning, not in doing..

28. L.Ouyang, PSP, Lecture 11 Summary Planning.. is very important, and comprises many aspects of a project.

29. L.Ouyang, PSP, Lecture 11 Further readings M. G. Jenner, Software Quality Management and ISO 9001, John Wiley & Sons, New York.

30. L.Ouyang, PSP, Lecture 11 Quality assessment 1. What is your general impression ? (1 - 6) 2. Was it too slow or too fast ? 3. Did you learn something important to you ? 4. What to improve and how ?