ABC Inet Pm Plan
Transcript of ABC Inet Pm Plan
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ABC I-Net
Sample Project Management Plan
Upgrading the ABC Intranet and
ABC Internet Infrastructures
Note: This is a real document provided by a
real project team. Names have been changed
to sanitize the document.
Last Updated: 10/09/2001
Prepared By: ABC I-Net Project Team
Version 1.9
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Table of Contents
TABLE OF CONTENTS...................................................................................................................2
I. EXECUTIVE SUMMARY (DEFINITION) .........................................................................4
II. BENEFITS (BUSINESS REQUEST).................................................................................................5
III. SCOPE (BUSINESS CASE)..................................................................................................................6
A. In Scope .................................................................................................................................................6
B. Out of Scope..........................................................................................................................................8
C. Project Dependencies ...........................................................................................................................9
D. Project Goal and Objectives................................................................................................................9
E. Project Deliverables..............................................................................................................................9
F. Acceptance Criteria............................................................................................................................11
E. Assumptions........................................................................................................................................11
F. Constraints..........................................................................................................................................12
IV. CRITICAL SUCCESS FACTORS..........................................................................13
V. COST ESTIMATES(FINANCIAL BUSINESS CASE)...............................................14
A. Total Budgeted Costs for Hardware and Software:........................................................................14
B. Phase-I Intranet Budgeted Costs for Hardware and Software: .....................................................15
C. Phase-II Internet Budgeted Costs for Hardware and Software:....................................................15
VI. APPROACH STRATEGY .............................................................................................16
D. Technique/X Project Management ...................................................................................................17
X. WORK BREAKDOWN STRUCTURE............................................................18
IX. PROJECT PLAN..........................................................................................................................19
X. PROJECT TEAM................................................................................................................... 20
A. Organizational Breakdown Structure ..............................................................................................20
B. Project Roles and Responsibilities ....................................................................................................21
C. Project Roster .....................................................................................................................................25
XI. RISK MANAGEMENT.....................................................................................................27
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XII. GOVERNANCE PLAN................................................................................................28
XIII.
PROJECT CONTROL STRATEGIES.........................................................29
A. Quality Assurance ..............................................................................................................................29
B. Change Control...................................................................................................................................29
C. Communications.................................................................................................................................29
D. Information Management..................................................................................................................30
XIV. APPENDIX A - INITIAL PROJECT RISK ASSESSMENT...........................32
XV. APPENDIX B COMMUNICATIONS MATRIX ...............................................42
XVI. APPROVAL SIGNATURES....................................................................................44
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I. Executive Summary (DEFINITION)
The ABC Intranet and the ABC Internet have gone through many changes over the
course of the past year. The primary reason for making such changes is to align with I-
Nets mission statement that states that we will provide our customers with reliable,
integrated, secure and flexible I-Net solutions to meet their expanding business needs.
As a next step in keeping with this mission statement, the I-Net group determined that
there is a need to enhance the existing ABC Intranet and ABC Internet infrastructure,
policies and procedures, and security to meet current and future business needs.
More specifically, the ABC Intranet and ABC Intranet will be expanded and modified to
provide like environments through common software configurations, like processes
through standard policies and documentation (where appropriate), common security
measures, and greater capacity with added hardware.
The overall project approach will be to follow industry standard project management
practices that will break the project down into two phases:
Phase-I ABC Intranet
Phase-II ABC Internet
It should be noted that there is the potential for additional add-on phases to address theitems that have been categorized under Future Considerations (beyond phase-II). The
Future Consideration items will be reviewed and categorized accordingly as part of the
Sample Charter project. Any items that are deemed part of the Phase-I and/or Phase-II
will be incorporated through the Sample Charter project Change Control processes.
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II. Benefits (BUSINESS REQUEST)
Upon completion of the Sample Charter Project, ABC will realize the following benefits:
An Intranet and Internet infrastructure that leverages standards for technical
configuration, technical management, and procedures to provide optimum
proficiency.
Provide an infrastructure that allows ABC business units to properly house their
Intranet and Internet applications.
Alleviate current production capacity issues.
Increased capacity (up to 100%) to accommodate ABC business units future
business growth needs.
A standardized infrastructure and procedures will allow for easier and more efficient
Intranet and Internet support.
Updated process definitions as a result of the new architecture will provide better
ease of use for users.
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III. Scope (BUSINESS CASE)
A.In Scope
1. PHASE-I ABC Intranet
a) Enable the I-Net tool set (Actuate, Harvest, iPlanet, SiteMinder, andWebsphere) to function on the new ABC Intranet.
b) Architect, design and build the new ABC Intranet in such a way that theinfrastructure supports the following environments: DEV, INT, IMPL,
TRAIN, and PROD.
c) Migrate the following applications from the existing ABC Intranet and/orABC Internet to the new ABC Intranet:
i. Conswakoii. Technique/Xiii.State Farmersiv. U.S. News and Daily Reportv. Migrate the Visual Age Generator (VAGEN) application from
the existing ABC Intranet environment to the new ABC
Intranet environment.
d) Architect the new ABC Intranet in such a way that the ABC Internetdatabases (DB2, data warehouse, NEON, ORACLE, etc.) can be accessed
from the new ABC Intranet
e) Provide flexibility in the new ABC Intranet Production Control process toaccommodate different levels (static content and application code) of code
migration.
f) Enable domain-naming capabilities so that each Intranet application mayutilize a specific domain name (ex. usnews.ABC.com).
g) Secure the HOST system log files for the new servers and the redeployedexisting servers.
h) Implement a standard HOST configuration (see appendix A) for the newservers and the redeployed existing servers.
i) Implement a standard APPLICATION configuration (see Appendix A) forthe new servers and the redeployed existing servers.
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j) Implement time-sync software for the new and redeployed I-Net servers.
k) Re-rack the new servers and redeployed existing servers.
l) Update appropriate ABC Intranet processes and procedures impacted byIntranet changes and necessary to support the new ABC Intranet
infrastructure (ex. shared components).
m) All exiting software applications and software tools will remain as is forthe existing ABC Intranet (servers u1ecm04 and u1ecm05) unless
otherwise noted in the Project Charter.
n) Required documentation to meet Technique/X minimum deliverablerequirements is completed.
2. PHASE-II ABC Internet
a) Scale the production Websphere Infrastructure to provide approximatelydouble the storage and processing capacity.
b) Provide additional fault tolerance and redundancy to decrease businessinterruptions due to unplanned downtime.
c) Provide migration processes (i.e. anytime migration not just scheduledSundays) for the new ABC Intranet and ABC Internet that will result in
minimal downtime.
d) Provide increased flexibility in the DEV, INT, IMPL, and TRAINenvironments to allow for a load testing environment and separate DEV
environments for each business.
e) Create a TECH environment to allow the I-Net Department to conduct anddirect research and analysis of Internet applications, fixes, tools, and
upgrades.
o) Secure the HOST system log files for the new servers and the redeployedexisting servers.
p) Implement a standard HOST configuration (see appendix A) for the newservers and the redeployed existing servers.
q) Implement a standard APPLICATION configuration (see Appendix A) forthe new servers and the redeployed existing servers.
r) Implement time-sync software for the new and redeployed I-Net servers.
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s) Required documentation to meet Technique/X minimum deliverablerequirements is completed.
3. Future Considerations (beyond Phase-II)
a) Consolidate webservers where appropriate to maximize the new ABCIntranet and ABC Internet efficiencies while maintaining the high-level
company domains.
b) Research, analyze, and reconfigure the deployment of the u1ecm04 andu1ecm05 servers (existing ABC Intranet).
c) Secure APPLICATION log files (Apache, Websphere, and iPlanet) andHOST log files for the remaining I-Net servers.
d) Implement the Solaris v.2.8 operating system on the remaining I-Netservers.
e) Implement a base server configuration on the remaining I-Net servers.
f) Re-rack the remaining I-Net servers.
g) Use of mainframe platform within the ABC Intranet and ABC Internetinfrastructure.
B.Out of Scope
1) The research and evaluation of alternative tools as possible replacements forFront Page, Harvest and Host Publisher.
2) The infrastructure changes required eliminating single points of failure.
3) The upgrade and fail-over of the Media Surface content management tool.4) The LDAP Directory Strategy Design and Implementation.
5) Eliminate identified security weaknesses in the existing ABC Intranet and ABCInternet infrastructure.
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C.Project Dependencies
1) The Sample Charter Project is dependent on the SiteMinder Upgrade project tomaintain compatibility and to complete final testing.
2) The Sample Charter Project is dependent on the Harvest 5.0 Upgrade project forany Production Control Processes changes.
D.Project Goal and Objectives
1) Implement fault tolerance and redundancy (no downtime for most productionmoves)
2) Implement full functions on the Intranet (security, application, multipledevelopment regions)
3) Implement doubling of I-Net capacity
4) Implement separate DEV environments for each company
5) Implement scalable infrastructure for future growth
6) Implement I-Net TECH environment for R&D
7) Establish common technical and process standards
E.Project Deliverables
The following Project Delivery Table provides a project timeline with estimated project
delivery dates for key project milestones.
Project
Deliverable 9/15 9/30 10/15 10/31 11/15 11/30 12/15 12/31 1/15 1/31 2/15 2/28 3/15 3/31 4/15 4/30
1.1 PROJECT
MANAGEMENT
Project Charter Sign-
off
10/19
Project RAF Sign-off 10/19
Project Plan 10/12
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Project
Deliverable 9/15 9/30 10/15 10/31 11/15 11/30 12/15 12/31 1/15 1/31 2/15 2/28 3/15 3/31 4/15 4/30
Baselined
Technical Kick-offMeeting
9/18
Business Kick-off
Meeting
9/27
1.2 ANALYSIS
Hardware/Software
Negotiations
Complete
8/24
Receive Hardware 9/10
Project Phases
Defined
8/31
Business
Requirements Sign-
off
11/1
TechnicalRequirements Sign-
off
8/31
Procedure Updates
Sign-off
11/8
1.3 DESIGN
Hardware Design
Sign-off
10/2
Software Design
Sign-off
10/2
1.4 BUILD
Facilities Prep
Completed
9/25
Server Installation
Prep Completed
10/9
TECH Test
Environment Prep
Completed
11/19
Phase-I Intranet
Hardware Install
Completed
11/5
Phase-I Intranet
Software
Configuration
Completed
1/4
Phase-II Internet
Hardware Install
Completed
12/5
Phase-II InternetSoftware
Configuration
Completed
2/5
1.5
INTEGRATION/
TEST
Business Test Plans
Created
11/15
Technical Test Plans 10/26
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Project
Deliverable 9/15 9/30 10/15 10/31 11/15 11/30 12/15 12/31 1/15 1/31 2/15 2/28 3/15 3/31 4/15 4/30
Created
User AcceptanceTesting Sign-off
1/24
Technical
Acceptance Testing
Sign-off
12/4
1.6 PRODUCTION
CUT-OVER
Phase-I Intranet
Cutover
2/14
Phase-II Internet
Cutover
3/7
Management
Reserve
4/16
F.Acceptance Criteria
The project plan takes into account a project task for sign-off on each milestone within
the project. At the time of milestone sign-off, the appropriate business stakeholder
and/or technical stakeholders will participate in the review/sign-off meeting(s).
The primary reason for this is to demonstrate project progress as well as receive
acceptance from the project stakeholders as we progress through the project timeline.
E.Assumptions
1) Users who have rights to Front Page in the existing ABC Inc. Intranetenvironment will maintain the same Front Page rights through the continued use
of the existing ABC Intranet environment.
2) Users who have access to the Host Publisher tools in the existing ABC Intranetenvironment will maintain same Host Publisher Tolls access capabilities through
the continued use of the exiting ABC Intranet environment.
3) All identified project risks are mitigated at the start of the project.
4) All scope changes will follow the Change Control Process and be approvedthrough the Executive Steering Committee as needed.
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5) The assigned project resources are available to complete project tasks asscheduled within the project plan
6) The existing ABC Intranet will exist in its current state until a decision is made tomigrate to the new ABC Intranet.
F.Constraints
1) Assigned resources may be redirected as a result of current production issues.
2) Change Control decisions will be prioritized by impact on schedule, cost, andfeature/functionality.
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IV. Critical Success Factors
The key elements that must be in place to ensure the success of this project are as
follows:
The facility preparation to accommodate the additional hardware and software
required for the Sample Charter project is completed by 9/14/2001.
The procurement of the necessary hardware and software components for the Sample
Charter project is secured by 9/21/2001.
The procured hardware and software required is delivered on time and as planned.
Assigned resources work activities are prioritized in such a way that project work can
be completed on time
Participation, influence and leadership from project sponsor and business project
leads including decision making, and issues resolution in a timely and effective
manner
Scope must be managed with the tightest controls. Escalated change requests must be
approved by the Executive Steering Committee
Timely and effective management of project risks
Manage within the project budget funding
Active Executive sponsorship
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V. Cost Estimates(FINANCIAL BUSINESS CASE)
A.Total Budgeted Costs for Hardware and Software:
ar ware ervers o tware cense
Netra Netra AC200 250 280 450 420 WebSphere IPlanet Actuate Edge Server OracleTechnical Environement: 2 0 2 0 2 0 4 2 2 1
Development 1 1 1 1 0 0 3 2 3 0
Integration 0 1 2 0 0 0 4 2 0 0
Implementation 2 2 1 3 0 1 6 2 0 2
Training 0 2 1 0 0 2 2 4 0 0
Development/Training Environment: 3 6 5 4 0 3 15 10 3 2
Production Environment: 4 5 2 6 0 5 12 10 2 4
Servers needed as a Result of Repurposing
the 420s servers (used for Proxy Servers): 4 12 0 0 0 0
Subtotal Unit Count of Hardware/Software: 13 23 9 10 2 8 31 22 7 7 0
Total Count of Fortis Owned Equipment: 17 0 9 0 0 8 12 5 5 6
Net Total Unit Count of Hardware/Software
(subtotal - Fortis owned): 0 23 0 10 2 0 19 17 2 1 0
Approximate Unit Costs: $11,000 $46,000 $42,000 $6,032 $1,400 $50,000 $8,000 $50,000
Subtotal Costs: $253,000 $460,000 $84,000 $114,608 $23,800 $100,000 $8,000 $0
Hardware/Software TotalsTotal Number of New Servers: 35
Total Cost of New Servers: $797,000Total Cost of Additional Software Licenses: $346,4082 Additional CPUs for Database HA Server: $20,000
Rack kit for 450s: $16,000
Grand Total: $1,179,408
0
0
0
0
0
0
0
0
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B.Phase-I Intranet Budgeted Costs for Hardware and Software:
C.Phase-II Internet Budgeted Costs for Hardware and Software:
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VI. Approach Strategy
One of the primary principles behind the Approach Strategy for the Sample Charter
project is to establish a project foundation that follows proven industry standards for the
following Project Management Life Cycle Phases:
Project Initiation
Project Planning
Project Execution
Project Control
Project Close-Out
By following an industry standard Project Management Life Cycle the project team is
effectively managing risk in the area of how the project will project managed.
In addition, the project will follow the Technique/X (MAGNUS) Project Life Cycle as a
way to effectively organize, manage, and track project work. As with the Project
Management Life Cycle, by following an industry standard Project Life Cycle the project
team is effectively managing risk in the area of project work.
Also, the project team will fast track (run in parallel) project tasks at the start of the
project as a way to move things along more quickly. Only project tasks that have
minimum risk and provide optimum return will be fast tracked.
Finally, the project team will start early to develop appropriate and adequate test plans to
ensure that the appropriate unit testing, system integration testing, regression testing
(where applicable) and User acceptance testing is conducted. User training through
documentation and classroom training will be provided as determined by the project
team. A detailed synchronized implementation plan will be developed that covers all
dependencies and linkages in an effort to help coordinate the final production rollout.
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D.Technique/X Project Management
The Project Management practices for the Sample Charter project will adhere to the ABC
Technique/X (MAGNUS) Project Management Methodology. The primary reason for
this is to ensure that the ABC Technique/X minimum project deliverables are achieved.
By following an industry standard Project Management methodology the Sample Charter
Project will be managed in such a way that consistent practices for both business and
technology are followed. This will provide a common approach, verifiable project
deliverables, and clearly defined project roles and responsibilities.
These practices will achieve a balance between competing stakeholder needs and
managing expectations related to scope, time, cost, and quality.
Plan ProjectExecution
Project Plan-Project Schedule-Project Risk Mgmt Rpt
OrganizeProject
Resources
Define and Mana e Business CaseBusiness Case
-Busines Case Economics
ReportProjectStatus
Project Status Rpt Pkg
ControlProject Work
Issue or Open Pt.Project Change Request
Manage the Testing Effort
Iterate as required
PrepareProject
CompleteProject
Final Project Report
Manage the Infrastructure
Technique X
Project Management
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X. Work Breakdown Structure
ProjectWork Breakdown Structure
As of: 9/21/2001
1.2 Analysis 1.3 Design1.1 Project Management
1.1.1 Project Charter
1.1.1.1 Benefits
1.1.1.2 Cost Estimate
1.1.1.3 Scope
1.1.1.4 Project Approach/Strategy
1.1.1.5 Define ProjectTeam
1.1.1.7 Governance Plan
1.1.1.8 Project Plan
1.1.1.9 Control Strategy
1.1.1.10 Risk Assessment
1.2.1 ProjectPhase Definition
1.2.1.1 Phase-I ABCCo.Net
1.2.1.2 Phase-II Internet
1.2.2 BusinessRequirements
1.2.2.2 ABC
1.2.3 Technical
Requirements
1.2.5 ProcedureChanges
1.3.1 HardwareDesign
1.3.3 SoftwareDesign
1.4.1 CreateBranch
1.4.2 PrepareFacilities
1.4.2.1 Data CenterSpace
1.4.2.2 SANConnections
1.4.2.3 NetworkConnections
1.4.3 Prepare forServer Installs
1.4.3.1 Rack/StackServers
1.4 Build
1.4.3.2 JumpstartServers
1.5.1 Create TestPlans
1.5 Integration/Test
1.6.1 Phase-I ABCCo.Net
1.6 Production COver
1.6.3 Phase II -Internet
1.2.3.1 Phase-I ABCCo.Net / Phase-II
Internet
1.4.5 Phase-I BuildABC Co.Net
1.4.5.1 Build Servers
1.4.5.2 Build Software
1.5.1.1 BusinessTest Plans
1.5.1.2 TechnicalTest Plan
1.5.2 Phase-I ExecuteTest Scripts
1.5.2.1 BusinessTest Scripts
1.5.2.2 TechnicalTest Scripts
1.1.1.6 OrganizationalBreakdown Structure
1.1.2 Kick-OffMeetings
1.1.4 Project RAF
1.2.2.3 FBXC
1.2.2.4 ABC Co. Family
1.2.2.5 ABC Co. Health
1.2.2.6 Hartland
1.2.2.7 ABC Co. Inc.
1.2.4 SoftwareRequirements
1.2.4.1 Phase-I ABCCo.Net / Phase-II
Internet
1.2.6 OrderHardware/Software
1.4.5.3 MigrateApplications
1.4.6 Phase-IIInternet
1.4.6.1 Build Servers
1.4.6.2 Build Software
1.5.3 Phase-IIExecute Test Scripts
1.5.3.1 BusinessTest Scripts
1.5.3.2 TechnicalTest Scripts
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IX. Project Plan
The following project plan provides a timeline that assumes no new resources added to the project.
D Task Name % Finish1 1 Project 0% Tue 04/16/022 1.1 Project Management 0% Tue 04/16/023 1.1.1 Project Charter 0% Tue 10/16/01
48 1.1.2 Project Kick-Off Meetings 0% Thu 09/27/0154 1.1.3 Project Meetings 0% Fri 04/05/0258 1.1.4 Document the RAF 0% Mon 10/08/0159 1.1.5 Management Reserve Based on Initial Risk Assessment 0% Tue 04/16/02
60 1.2 Analysis 0% Thu 11/08/0161 1.2.1 Define Project Phases 0% Tue 09/04/0169 1.2.2 Business Requirements 0% Fri 10/19/0101 1.2.3 Technical Requirements 0% Tue 10/09/0107 1.2.4 Software Requirements 0% Tue 10/23/0122 1.2.5 Document Procedure Changes 0% Thu 11/08/0145 1.2.6 Order Hardware/Software 0% Fri 09/28/0150 1.3 Design 0% Fri 10/19/0151 1.3.1 Hardware Design 0% Tue 09/11/0155 1.3.2 Software Design 0% Tue 10/02/0159 1.3.3 Prepare for Architectual Design Review 0% Fri 10/19/0160 1.3.4 Conduct Architectual Design Review 0% Fri 10/19/0162 1.4 Build 0% Tue 02/05/02
63 1.4.1 Create Second Branch to Resolve PROD Load Issue 0% Fri 10/19/0178 1.4.2 Prepare Facilities for New Hardware/Software 0% Fri 09/28/0199 1.4.3 Prepare for Server Installations 0% Fri 10/12/0111 1.4.4 Validate software/system requirements 0% Mon 09/10/0112 1.4.5 Phase-I Build isNet 0% Tue 01/15/0278 1.4.6 Phase-II Build Internet 0% Tue 02/05/0272 1.5 Integration/Test 0% Thu 02/14/0273 1.5.1 Create Test Plans for ALL Phases 0% Thu 11/15/0105 1.5.2 Execute Test Scripts for Phase-I Net 0% Thu 01/24/0230 1.5.3 Execute Test Scripts for Phase-II Internet 0% Thu 02/14/0255 1.6 Production Cut-Over 0% Thu 03/07/0256 1.6.1 Cut-Over Phase-I sNet to Production 0% Thu 02/14/0260 1.6.2 Cut-Over Phase-II Internet to Production 0% Thu 03/07/02
0%0%
0%
0%0%
0%0%
0%0%
0%0%
0%0%
0%10/19
0
0%0%
0%0%
0%
0
0%0%
Aug Sep Oct Nov Dec Jan Febuarter 4th Quarter 1st Quarter
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X. Project Team
A.Organizational Breakdown Structure
AProject Lead
DProject Lead
Team Member
AProject Lead
b
BProject Lead
Project Steering CommitteeJon Doe
s
I-Net Relationship Managers
Project Manager
Project Auditor
Team MemberProject Sponsor
I-NetManager
Technical ArchitectTeam Lead
I-Net Manager I-Net Manager
I-Net OperationExpert
Security Expert
Production ControlExpert
Open SYstemsSupport
Team Lead
Lead EngineerTBD
Oracle DBA Expert
Middleware Expert Network ExpertOpen SystemsSupport
CProject Lead
EProject Lead
Team Member
AProject Lead
AProject Lead
Team Member Team Member
AProject Lead
Project Organizational Breakdown Structure as of 10/05/2001
Team MemberF
Project LeadF
Project Lead
I-Net Tools Support
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B.Project Roles and Responsibilities
Sample Charter ProjectRoles and Responsibilities Matrix
Individual(s) Role Responsibilities
Project Sponsor Project Champion
Offer strategic business leadership and direction
Provide Communication bridge to outside the
project Senior Management
Scope change approval
Budget variance approval
Removes project barriers
I-Net
Relationship
Managers
Executive SteeringCommittee
Scope change approval Offer strategic business leadership and direction
Remove project barriers
Project Manager Manage daily project tasks
Manage project deliverables, resources, andschedule
Track project progress to plan and manage the
project plan
Facilitate project communication, project
decision making, project issue resolution, and
project risk management
Facilitate Monthly Executive Steering
Committee meetings
Review project deliverables, facilitate
adjustments as needed, and facilitate change
approval
Issue and Change management log owner
Project Status Report author
Testing site auditor/QA
I-Net AccountManagers
Ensure that the business needs are met Communicate project scope/objectives to
business I-Net customers
Obtain testing resources from the businesses
FBIC
Business Project
Leads
Act as project contact for the business
Provide leadership in the coordination of
assigned project tasks for business team
members
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Individual(s) Role Responsibilities
ABC Family
ABC HealthHartford
ABC Inc.
ABC IT
Provide business requirements input, test
planning, test execution, and User Acceptancetesting sign-off
Provide business sign-off for project milestones
as needed
Ensure that the appropriate business resources
are available to meet project schedule and
project deliverables
Business Team
Members
Provide business content expertise
Provide input to business requirements
Provide input to business test planning
Conduct test script execution
Provide documentation as required for theproject
Project Auditor Provide independent assessment of projectactivities and issues
Provide audit standards guidelines and
enforcement where needed and appropriate
Provide documentation as required for the
project
Technical
Architect,
Technical Lead
Provide leadership in the coordination of
assigned project tasks for the technical team
Provide technical architect and design expertise Ensure that the architected designs fit within
ABC strategic infrastructure vision
Provide technical sign-off for project milestones
as needed
Provide documentation as required for the
project
Open Systems
Support, Technical
Lead
Act as the project contact for the Open Systems
Support area
Provide leadership in the coordination of
assigned project tasks for the Open Systems
Support area
Provide Unix operating system expertiseImplement Unix hardware configuration and
setup
Implement system software configuration and
setup
Insure that all ABC standards are met (i.e. base
configuration, security audits, etc.)
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Individual(s) Role Responsibilities
Provide technical sign-off for project milestones
as neededEnsure that the appropriate Open Systems
Support resources are available to meet project
schedule and project deliverables
1st line of support for all project issues related
above responsibilities
Provide documentation as required for the
project
I-Net Operations
Expert
Provide technical expertise in the area of
Websphere configuration and setup
Provide technical expertise in the area of Apache
server, Application server, NFS server, and Webserver configuration and setup
Provide technical expertise for the configuration
and setup of appropriate software for the various
server types
Provide technical expertise for SiteMinder agent
Provide technical expertise for load balancing
Provide input to technical test plan
Conduct technical testing as required
1st
line of support for all project issues related
above responsibilities
Provide documentation as required for theproject
Security Expert
Provide technical expertise for the configuration
and setup for SiteMinder
Provide technical expertise for SiteMinder agent
Provide technical expertise for the configuration
and setup of iPlanet
Provide input to technical test plan
Conduct technical testing as required
1st
line of support for all project issues related
above responsibilities
Provide documentation as required for theproject
Production Control
Expert
Provide technical expertise for the configuration
and setup of Harvest
Provide input to technical test plan
Conduct technical testing as required
1st line of support for all project issues related
above responsibilities
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Individual(s) Role Responsibilities
Provide documentation as required for the
projectTBD Lead Engineer
Provide technical expertise in the area of Load
testing
Provide input to the technical test plan for Load
Testing
Complete technical tasks as related to the setup,
configuration, and testing of Load testing as
related to the new ABC Intranet and ABC
Internet
Provide documentation as required for the
project
Oracle DBAExpert
Provide technical expertise in the area of Oracledatabases as related to the new ABC Intranet and
ABC Internet infrastructures
Complete technical tasks as related to the setup,
configuration, and testing of the Oracle
databases as related to the new ABC Intranet and
ABC Internet
Provide documentation as required for the
project
Network Expert
Act as the primary project contact for all
network related issues/questions
Provide technical expertise in the area ofnetwork administration, components, and
implementation
Complete technical tasks as related to the setup,
configuration, and testing of the network as
related to the new ABC Intranet and ABC
Internet
Provide documentation as required for the
project
Middleware
Expert
Act as the primary project contact for all
Middleware issues/questions
Provide technical expertise in the area ofMiddleware coding, components, and
implementation
Complete technical tasks as related to the setup,
configuration, and testing of the Middleware as
related to the new ABC Intranet and ABC
Internet
Provide documentation as required for the
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Individual(s) Role Responsibilities
project
I-Net ToolsSupport
Act as the primary technical contact for thebusiness units during the life of the project
Provide business application support during
application migration and testing
Complete support tasks as related to the setup,
configuration, and testing of the business
applications as related to the new ABC Intranet
and ABC Internet
Provide documentation as required for the
project
C.Project Roster
All project resource phone numbers and email addresses are outlined in the table
below. This information will be used as the best means of communication for the
team and other key resources for the project.
Name Department Project Role Work Phone Pager/CellPhone
Home Phone
Internet Address
Assurant Business Project
Lead
N/A N/A
I-Net Production
Control Expert
N/A
I-Net Technical
Architect
N/A
Open Systems
Support
Open Systems
Support Expert
N/A
Corporate
Security
Executive
Steering
Committee
N/A N/A
Open Systems
Support
Executive
SteeringCommittee
N/A N/A
Audit Services Project Auditor N/A N/A
I-Net Project Sponsor N/A
I-Net Tools I-Net Tools
Support
N/A
Data Center
Operations
Executive
Steering
Committee
N/A
I-Net I-Net N/A
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Name Department Project Role Work Phone Pager/Cell
Phone
Home Phone
Internet Address
RelationshipManager
I-Net Tools I-Net Tools
Support
N/A
I-Net I-Net
Relationship
Manager
N/A
FBX Business Project
Lead
N/A
ABC Health Business Team
Member
N/A
I-Net I-Net
Operations
Expert
N/A
I-Net Services Stakeholder N/A
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XI. Risk Management
The project risks will be identified at the start of the project and the impact of realizing the risks
will be factored in as part of the project plan planning process (management reserve). Each risk
will be assessed, prioritized, and rated. Such an approach provides a means to track risks, and
more importantly a means to proactively work to prevent them from negatively impacting the
project.
In addition, risk trigger points will be identified and mitigation strategies documented. As risks
are realized, the risk will be logged as an issue and then tracked through the change control
process (if required) until the risk is mitigated.
Also, new project risks will be identified and logged throughout the life of the project. As new
risks are discovered, the risk is logged as an issue and follows the issue management processes.
If deemed necessary, a risk assessment will be conducted for the issue and factored into the
project plan. All risks will be managed at the project team level unless escalated to the
Executive Steering Committee.
Detailed information outlining the initial Risk Assessment for the Sample Charter Project is
provided in Appendix A of the Sample Charter Project Charter document.
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XII. Governance Plan
Issue Escalation
Issues will surface weekly, if not daily throughout the course of the project.
Effective issue tracking and resolution are critical to the success of the project.
The following issue escalation process is recommended:
Tier 1 Project Team to Project Manager
Project Team members escalate issues to the Project Manager who in turn will
document the issue(s) on the Issue Tracking Log. The log is reviewed weekly by
the Project Manager to ensure issues are being appropriately addressed andclosed.
Tier 2 Project Manager to Project Team
The Project Manager escalates issues to the Project Team for further discussion in
an effort to clarify and/or resolve issues. The Project Team will assist the Project
Manager in resolving the issue, if possible. If resolved, the Project Manager will
update the Issue Tracking Log and close the issue.
Tier 3 Project Manager to Project Sponsor
The Project Manager escalates issues to the Project Sponsor to ensure that ABC
management members are fully aware of unresolved critical issues. The ProjectSponsor will assist the Project Manager in resolving the issue, if possible. If
resolved, the Project Manager will update the Issue Tracking Log and close the
issue.
Tier 4 Project Manager to Executive Steering Committee
The Project Manager escalates the most sensitive and urgent issues to the
Executive Steering Committee to ensure that the appropriate ABC senior
management members are fully aware of unresolved critical issues. The
Executive Steering Committee will assist the Project Manager in resolving the
issue, if possible. When resolved, the Project Manager will update the Issue
Tracking Log and close the issue.
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XIII.Project Control Strategies
A. Quality Assurance
Milestone reviews by the business and technical teams will be presented during the weekly
team meetings. Tight controls and metrics will be utilized to manage scope, budget and
timeline through dedicated task management from the Project Manager, a detailed project
measurement tool, and the change request approval process.
B. Change Control
All changes to the Sample Charter project will be reviewed and approved by the Executive
Steering Committee. All approved changes will be added to the Project Charter document
and be identified as an approved Change request.
Detail Change control information will be documented in the Sample Charter Change
Request MAGNUS and maintained within the Sample Charter Change Control Log. The
Change Control process and definition is outlined and explained within the Sample Charter
Change Control Plan.
In addition, the following Change Control rules apply:
At any time, any team member may submit a Project Change Request (PCR)
to the Project Manager.
The Project Manager is responsible to assess and present the PCR to the
technical and core project teams for review.
The Project Manager is responsible for maintaining the Sample Charter
Change Control Log.
C. Communications
Status Reports
Status reports will be submitted by the Project Manager to the Sample Charterproject team members on a weekly basis (bend of business every Tuesday).
In addition, a copy of the weekly status report will be submitted to the appropriate
ABC management team as indicated in the Sample Charter Communications
Matrix (see appendix B).
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These reports provide a snapshot of weekly accomplishments, tasks to complete
for the next reporting period, milestones reached, project issues, and PCRs in
progress.Input by project team members will be provided as part of the weekly core team
and technical team meetings. Project team members will provide the necessary
information to complete the weekly snapshot for their area of responsibility.
Meetings
Meetings for the Sample Charter project will be conducted under the following
format:
Core Team Meetings
Core team meetings will include technical team leads, business project teammembers, and will meet on a weekly basis. The core team meeting will be a
primary vehicle for project communications and decision-making.
Technical Team Meetings
Technical team meetings will include technical team leads, technical team
members, and will meet on a weekly basis. The technical team meeting will
be a primary vehicle for project communications and decision-making.
Executive Steering Committee Meetings
Executive Steering Committee meetings will meet on a monthly basis as a
way to communicate project progress to ABC senior management. Additional
meetings may be scheduled as required based upon project issues resolutionand change control needs.
Additional Meetings
Additional meetings will be scheduled as required.
E-Mail
E-mail will be the primary mode of communication for project team members.
D. Information Management
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Project Website
In an effort to manage and maintain project documentation, the Project Manager will
maintain a binder, file set and/or electronic repository of all required documentation to meetthe Technique/X minimum deliverables. This information will be published on the project
website located at the following address: http://inc.us.ABC.com/xxx/
The Project website may include the following documentation:
Project Charter
Project Plan
Project Issue Log (includes resolution)
Project Risk Watch (Risk Assessment)
Project Change Requests and Change Log Meeting Notes
Status Reports
Communication plan
Updated budget
Test plan strategy
Technical and Functional Specifications
All signature signoffs will be captured and maintained by the Project Manager in thepaper based project handbook.
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XIV.APPENDIX A - Initial Project Risk AssessmentThe risks identified in the following table represent items that have been identified by the Sample Charter project t
project.
Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.1-01 The impact of
daily work for
the technical
team maycause delays in
completing
project work
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Add additional technical resources. Shift production support from the project
technical resources to non-project
technical resources.
Cut back on project scope. Extend the project time line to
accommodate resource constraints.
100% 440
OPS=8hrs/wk*20
wks=160hrs
UNIX=
8hrs/wk*20
wks=160hrs
PROD
CNTRL=
4hrs/wk*20
wks=80hrs
SEC=
4hrs/wk*10
wks=40hrs
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.2-02 The impact of
added other
project work
do to the I-Net
Operations
resource
vacancy is
causing delays
in completing
project work
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Fill I-Net Operation Manager position Add additional technical resources. Shift I-Net Manager tasks from the
project technical resources to non-project
technical resources.
Cut back on project scope. Extend the project time line to
accommodate resource constraints.
Prioritize I-Net projects so that SampleCharter is #1 priority
100 80
4hrs/wk *20
weeks =
80hrs
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.3-03 The impact of
daily work for
the business
team may cause
delays in
completing
project work
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Add additional business resources. Shift daily business tasks from the
project technical resources to non-project
technical resources.
Designate a Business Project Lead foreach business unit to assist in the
coordination and completion of projectwork.
Assign a project Business Liaison toassist in working with the Business
Project Leads to complete project work.
Cut back on project scope. Extend the project time line to
accommodate resource constraints.
Provide a minimum of 30 day lead timeon project work requests to the business
units for planning purposes Allow an appropriate amount of time for
testing
100% 48
8hrs/month* 6 months
= 48 hrs
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.4-04 The installation
of Netegrity
software on the
Apache servers
with Solaris 2.8
is being done
for the first time
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Conduct Netegrity research/analysistesting early in the project (complete by
end of Sept. 2001) to allow for time to
switch to alternative option (stay
w/Solaris 2.7 on old Netras) if necessary
without impacting project time line.
Contract a Service Level Agreement withthe Netegrity vendor that provides
immediate response with Senior Level
Netegrity programming resources as a
way to expedite issue resolution.
Project Sponsor contacts Netegritymanagement to raise awareness of ABC
I-Net support expectations and impact
during the implementation of a ABC
mission critical project.
25% 260
Hour
estimates
based on
history of
previous
implementat
ion of
Netegrity
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.5-05 The upgrade to
Websphere 4.0
may uncover
compatibility
issues
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Contract with the IBM for a senior levelWebsphere expert (interviewed/ accepted
by ABC) as a way to minimize the
learning curve and expedite issue
resolution.
Install TECH environment during Phase-I (moved up from Phase-II) to conductWebsphere 4.0 testing.
Project Sponsor contact IBMmanagement to raise awareness of ABC
I-Net support expectations and impact
during the implementation of an ABC
mission critical project.
50% 100
Hour
estimatesbased on
history of
previous
implementat
ion of
Websphere
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.6-06 The
implementation
of Model
Cloning may
uncover
compatibility
issues
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Implement Websphere 4.0 to takeadvantage of added Websphere
functionality.
Contract with the IBM for a senior levelWebsphere Model Cloning expert
(interviewed/ accepted by ABC) as a way
to minimize the learning curve andexpedite issue resolution
Project Sponsor contact IBMmanagement to raise awareness of ABC
I-Net support expectations and impact
during the implementation of an ABC
mission critical project.
50% 80
Hour
estimatebased on
experience
with Web
sphere and
Model
Cloning
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.7-07 Veritas
Clustering is
new and
complex and
may uncover
compatibility
issues
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Implement Websphere 4.0 to takeadvantage of added Websphere
functionality.
Contract with the Veritas vendor for asenior level Veritas expert (interviewed/
accepted by ABC) as a way to minimize
the learning curve and expedite issueresolution
Project Sponsor contacts Veritasmanagement to raise awareness of ABC
I-Net support expectations and impact
during the implementation of an ABC
mission critical project.
Conduct Veritas research/analysis testingearly in the project to allow for time to
switch to alternative option if necessary
without impacting project time line.
Connect directly to the SAN.
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.8-08 The use of NFS
servers in the
ABC
infrastructure is
new and
potentially
unstable
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Conduct NFS research/analysis testingearly in the project to allow for time to
switch to alternative option if necessary
without impacting project time line.
Connect directly to the SAN (note: needto pre-order cards for this option)
Add disk space to servers and do not useNFS
80
8hrs/server*
10 servers =80hrs
P1.9-09 The use of NIS
PLUS is new to
the ABC
infrastructure
and complex
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Conduct NIS PLUS research/analysistesting early in the project to allow for
time to switch to alternative option if
necessary without impacting project time
line. Add additional technical resources. Dont install NIS PLUS as part of
Sample Charter project
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Risk
Item/
Priority
Potential Risk
Consequence
Risk Resolution Progress Probability
(%)
Impact
(Hours)
P1.10-10 The SAN Space
and SAN
connections are
near full
capacity
Resolution to this risk can be incrementally
realized by implementing the following
measures to mitigate the risk:
Communicate to the SAN group theSample Charter project time line and
expectations
25% 120
Based on
past history,
SAN delays
have been
as great as 3
weeks or
120hrs
Totals:
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XV. APPENDIX B Communications MatrixDAY OF
MEETING
TYPE OF MEETING/
COMMUNICATION TIME of
MEETING PURPOSE of MEETING
MATERIALS
SENT OUT BY: A
WEEKLY Project Status Report N/A The Weekly Project Status Report will
be e-mailed to project team members
and published on the Sample Charter
web site.
Published every
Tuesday
WEEKLY Technical Team Meeting Wednesday at
11:00am CST
The technical team meeting is a forum
for the technical team to discuss
project work, project schedule, and
project issues at a detailed level.
Within 2 days
after meeting
WEEKLY Core Team Meeting Thursday at10:00am CST
The business team meeting is a forumfor the business team to discuss
project work, project schedule, and
project issues at a detailed level.
Within 2 daysafter meeting
MONTHLY Executive Steering
Committee Meeting
9/18/01, 10/16/01,
11/13/01,
12/18/01, 1/15/02,
2/19/02, 3/19/02
The Project Steering Committee
meeting is designed to inform
executive management of project
progress to date. This meeting will
also be used to make decisions
regarding project budget, issues,
scope, and timeline.
Within 2 days
after meeting
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XVI.Approval Signatures
Jon Muggins / Project Manager Date
/ Executive Sponsor Date
/ Executive Steering Committee Date
/ Executive Steering Committee Date
/ Executive Steering Committee Date
/ Executive Steering Committee Date
/ Executive Steering Committee Date
/ Executive Steering Committee Date