Project Planning QMS Training

Mahindra Satyam Confidential Objective To define a comprehensive plan for the project To ensure that the project plan forms the basis for project tracking and monitoring Mahindra Satyam Confidential

Mahindra Satyam Confidential Process Select Process for the Project Tailor the QMS Manage the Project Plan Gather Inputs for Planning Execute the project with a partial plan Obtain Deviations Revise the Project Plan Document Project Plan Review Project Plan Plan for Maintenance Work Requests Approve Project Plan Communicate the plan Mahindra Satyam Confidential

Select Process for the Project Based on the project type identified during Project Initiation, PL checks the availability of the relevant process for execution If the required process is not available in the QMS, PL raises a QMS improvement and informs the Process Management Group (PMG) Mahindra Satyam Confidential

Mahindra Satyam Confidential Tailor the QMS PL with the help of QR Identifies the project specific activities required for executing the project Arrives at the tailored project specific process based on the tailoring criteria provided in each procedure Records the tailoring done, if any, in the Project Tailoring Record Mahindra Satyam Confidential

Gather Inputs for Planning PL gathers the inputs required for preparation of the project plan: Scope, acceptance criteria, brief intro of the project, broad estimates, warranty details Requirements and schedules as agreed upon with the customer Project specific process including the phases, work products, quality assurance activities, maintenance of records etc. Risks as identified during contract review stage Estimates from Proposal stage Reusable data from Project Knowledge Base tool Skills and experience of available project team Measurement objectives Mahindra Satyam Confidential

Mahindra Satyam Confidential Obtain Deviations PL obtains concession for QMS Deviation where identified project activities are in a way not defined/recommended in Qualify Mahindra Satyam Confidential

Mahindra Satyam Confidential Document Project Plan Customer Interaction Resources Roles & Responsibilities Estimates Deliverables Skill Requirement & Training Acceptance Criteria Review Plan Project Knowledge Base Customer one assessment Plan Work Management Structure Risks Scheduling and Tracking Metrics Business Continuity Plan Defect Prevention Configuration Management DAR Mahindra Satyam Confidential

Mahindra Satyam Confidential Resources PL documents the required resources in the project plan: Requirement Availability Plan for procurement, in case of shortfall Resources include Personnel Hardware Software, or Any project specific resource Mahindra Satyam Confidential

Mahindra Satyam Confidential Estimates PL revisits the estimates accepted for the project at the contract review stage PL refers to the past data while performing the estimation If the PL finds that the project cannot be executed as per the accepted estimates, the project estimates are to be revised In case of any mismatch between the estimates, PL plans to cover the gap and documents in the Estimates section in the project plan PL tracks the project estimates during the project execution and revises if required PL revises the project plan whenever there is a change in project estimates Mahindra Satyam Confidential

Mahindra Satyam Confidential Deliverables PL identifies the deliverables for the project The deliverables can be Customer Deliverables - Work products to be generated as part of project execution that need to be delivered to customer for project sign off Project Deliverables - Work products generated as part of project execution [which include reusable components], but are not requested by customer as deliverables PL documents these in the Deliverables section of project plan Mahindra Satyam Confidential

Mahindra Satyam Confidential Acceptance Criteria Acceptance criteria are the conditions under which the customer will accept the delivered software Acceptance criteria clearly identifies and understands what customer considers as acceptable software PL documents the acceptance criteria as agreed upon with customer in the Acceptance Criteria section of the project plan Mahindra Satyam Confidential

Project Knowledge Base PL refers to the Project Knowledge Base tool in eSupport for leveraging the experience of other projects to enhance the planning of his/her project The Project Knowledge Base contains Best practices Lessons learnt Sample documents Mahindra Satyam Confidential

Work Management Structure PL identifies the various phases in the life cycle of the project based on the project specific process PL documents these phases, along with the associated inputs, work products, effort estimates and planned schedule in the Work Management Structure of the project plan Mahindra Satyam Confidential

Scheduling and Tracking PL documents the mode of scheduling the project and tracking the project progress in the Scheduling and Tracking section of the project plan OPTIMA is recommended for scheduling and tracking PL also schedules activities such as Metrics Analysis, Defect Prevention meetings and documents them in the relevant sections Mahindra Satyam Confidential

Mahindra Satyam Confidential Customer Interaction PL identifies all modes of customer interactions including periodic formal client feedback and their frequency Typical modes include telecon / videocon, status report etc. PL also identifies the escalation process on both the customer side and Mahindra Satyam Mahindra Satyam Confidential

Roles & Responsibilities PL identifies the responsibilities of the project team, such as SCM, Testing etc. PL documents these in the Organization Structure section of the project plan PL also depicts the communication channel between the project team and customer The project team and the support units Mahindra Satyam Confidential

Customer One assessment Plan The customer one assessment shall be planned for the project deliverables. The details of these assessment plan activities along with the roles to perform these activities shall be documented in the Customer One assessment plan section. The applicability of Customer one assessments shall be as per the Customer One Assessment Procedure. PL documents the Customer one assessments planned for the project. Mahindra Satyam Confidential

Mahindra Satyam Confidential Review Plan PL plans the reviews or inspections for the work products identified from each of the project execution phases PL documents these in the Review Plan section of the project plan Mahindra Satyam Confidential

Mahindra Satyam Confidential Risks PL revisits the risks identified at the Contract Review stage identifies potential risks estimates their impact on the project, and plans for the mitigation and handling of risks in the risk management tool Mahindra Satyam Confidential

Business Continuity Plan Business continuity planning has to be done for project specific Business continuity requirements Project BCP includes preparation of project specific Risk mitigation plans for Disasters Disaster recovery plans & Contingency plans This shall be done in accordance with Mahindra Satyam’s Business Continuity Management System (BCMS) The PL communicates project BCP details to the BCL of the business unit for inclusion in business unit BCP Mahindra Satyam Confidential

Skill Requirement & Training PL arrives at a comparison of the skills required for the project versus the available skills in the team If the skills required are not available in the team, PL prepares a training plan PL includes the schedule for acquiring the training in the project plan in the Training Plan section Maintains detailed schedule for each training separately Identifies and documents Waivers, if any Mahindra Satyam Confidential

Mahindra Satyam Confidential Metrics PL documents metrics plan by Identifying Goal Metrics Goal metrics are the ones which quantify the project targets. There are Mahindra Satyam mandated Goal metrics which are defined w.r.t effort, time, quality and, scope. Apart from the Mahindra Satyam mandated metrics, project team would capture additional metrics when: There are any customer mandated metrics as per the Contract Corporate mandate(STARTRAC) Customer sets any Improvement targets for project performance parameters like productivity improvement, defect reduction, cycle time reduction, etc Identifying Control Metrics The metrics that affect the performance of goal metrics are called control metrics which would be computed and tracked during the project execution. Based on the statistical co-relation analysis, relationship between goal metrics and control metrics are identified . Identifying Process performance models Process performance models help in effective planning thereby help the project to predict the performance of the project. Based on the project goals, project would select the appropriate Process Performance Models available and document the same in the metrics plan. For eg if the project manager wants to monitor the effort variance of the project so as to execute the project with in estimated effort, projects may choose to use the EV process performance model. This model helps the PL/PM determine optimum effort that needs to be planned and to be spent for Project management, Reviews and Testing activities to achieve project EV goal. Setting target values (Goal, Upper and Lower limits) for Goal and Control metrics The target values are set as per organization baselines/customer targets / corporate mandate. The goal setting of the same is automated in process performance model sheets which are derived based on statistical analysis. Documenting the section “Strategy for achieving goals” In case if the goals for any particular metric is stringent (based on contractual agreement/project FLCB performance targets) than the existing goals at Unit/Organization level, then the strategy for achieving the same needs to be documented in the metrics plan. Mahindra Satyam Confidential

Mahindra Satyam Confidential Defect Prevention PL Defines the Defect Prevention activities for the project Identifies the periodicity of the Defect prevention meetings and criteria for evaluating the effectiveness of the defect prevention actions in the project Documents these in the Defect Prevention section of the project plan Mahindra Satyam Confidential

Decision Analysis and Resolution PL Identifies instance where DAR needs to be implemented Selects the DAR technique Compiles the Possible Solutions Applies the DAR technique Mahindra Satyam Confidential

Configuration Management PL identifies the configuration management aspects to be implemented in the project identifies the affected group to whom configuration status should be reported documents in the Configuration Management section of the project plan in detail includes the periodicity of the configuration status reports Mahindra Satyam Confidential

Mahindra Satyam Confidential Review Project Plan PL submits the project plan to QR for inspection/review The project plan goes through an inspection at the time of first preparation and when major changes occur in the plan In case of minor changes, a review may be sufficient Mahindra Satyam Confidential

Mahindra Satyam Confidential Review Project Plan QR identifies the inspection /review team for inspection/review of the project plan QR uses the Project Plan Review checklist PL tracks and closes the inspection/review findings In case of any conflict between the PL and QR during the review, the matter will be escalated to the PM and Head (TQA) Mahindra Satyam Confidential

Mahindra Satyam Confidential Approve Project Plan PM approves the project plan This implies that the PM takes the responsibility for the execution of the project based on the plan PM ensures that the project plan is inspected, approved and version controlled before the project execution starts Mahindra Satyam Confidential

Mahindra Satyam Confidential Communicate the Plan The project plan indicates all the relevant recipients of the plan as audience to the plan After the approval, the plan is communicated to all the relevant recipients Subsequent major changes to the plan also be communicated to all relevant recipients Mahindra Satyam Confidential

Manage the Project Plan The project plan shall be managed and controlled Mahindra Satyam Confidential

Execute the Project with a Partial Plan If all the inputs required for preparing the project plan are not available at the project execution start time, PL prepares a partial plan with available inputs The sections for which relevant information is not available are tagged as TBDs TBDs will have possible timelines to obtain the information Partial plan is reviewed, approved for project execution The TBDs will be cleared as and when possible The review of the plan will be repeated Mahindra Satyam Confidential

Revise the Project Plan If any section of the project plan needs to be revised, PL verifies if any other sections get impacted and need a revision It is mandatory to re-validate: Estimates Risk Management Reviews Metrics Defect Prevention Work Management Structure PL gets the project plan reviewed, approved and version controlled after each revision Mahindra Satyam Confidential

Plan for Maintenance Work Requests The Maintenance projects Will have an over all project plan for the project Get the work in the form of Work Requests Work requests with an effort greater than 5 calendar days, will have a Work Request Plan [WRP] For work requests with an effort less than 5-calendar days, WRP is optional the activities for these requests can be scheduled and tracked using the MS project Mahindra Satyam Confidential

Mahindra Satyam Confidential Objective Met A comprehensive plan for the project is documented The project plan forms the basis for project tracking and monitoring Mahindra Satyam Confidential

Mahindra Satyam Confidential Project Tracking and Monitoring Mahindra Satyam Confidential