JAD Workbook Template

8/6/2019 JAD Workbook Template

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Department or Program Name

[S YSTEM /APPLICATION NAME

]

TEMPLATE

Joint ApplicationDesign (JAD)

Session Workbook


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JAD S ESSION FACILITATOR S GUIDE

TABLE OF CONTENTS

TABLE OF CONTENTS ......................................................................................................... 1

J OINT APPLICATION DESIGN S ESSION S AMPLE AGENDA ....................................................... 1

WHAT IS A JAD S ESSION ? ................................................................................................. 2

Meeting Ground Rules .............................................................................................................................. 2 Attendee Contact List ................................................................................................................................ 2 Design Sessions Deliverables List ............................................................................................................ 2 Design Considerations Checklist ............................................................................................................... 3

P ROJECT P ROFILE ............................................................................................................. 5

S YSTEM DIAGRAMS ........................................................................................................... 6

ISSUES LIST ...................................................................................................................... 8

COMMUNICATION MATRIX ................................................................................................... 9

TRAINING P LAN MATRIX ................................................................................................... 10

S ESSION NOTES .............................................................................................................. 11


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Page 1

J OINT APPLICATION DESIGN S ESSION S AMPLE AGENDA

Agenda and Meeting Report MeetingPurposeFacilitatorMeeting Details Date:

Time:Location:

Attendees= present, = planned absence, = not present, = conference call; use bold for names of Decision Makers

Advance Pre-reading Materials:

Meeting Topics Reference Led By Time

Meeting Kickoff

Project Overview

Review Work Breakdown Structure(WBS)

Design and Planning Brainstorming:

Review and recap issues and actionitems:

Summarize and Close

[Project Name]Joint Application DesignWorking Session


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JAD S ESSION

WHAT IS A JAD S ESSION ?

The Joint Application Design session is designed to facilitate the basic project planning in a groupenvironment and fast track the identification and resolution of remaining issues. The JAD session jumpstart the next phase of the effort by providing clear goals and agreement in a one meeting setting andwith all key players and stakeholders, allowing each department to focus on their issues understanding theimpacts to the entire program. Together, the group can define the full impact of decisions or actions,agree to the final outcome, and approve steps required for the program and the project teams to identifyneeds, assign resources, and address questions impacting multiple departments.

Serves as an early form of detailed design and technical planning Establishes clear communication and consensus Helps the team pull different perspectives into a common understanding Identifies what the customer and key stakeholders deem essential for success.

MEETING GROUND RULES Set cell phones to vibrate Do not use laptops for e-mail during sessions Participate actively throughout the sessions Provide direct and honest feedback Demonstrate mutual respect to all team members and differing points of view. Ask questions if you dont understand. No excuse for not knowing what is going on! Provide sufficient background information when presenting or discussing a topic (i.e. issue,

problem, decision or acronyms). We will keep this flowing and informal, but limit absences to scheduled breaks We will be open and inquisitive there is no bad question, and all team members have the right to

fully know and understand system processes. We will be creative and flexible when looking at how we might accomplish our objectives. We will be open to change. We will apply the 10 minute rule to any discussion that is not moving forward, and use parking

lots to track issues. We will create a cooperative/supportive environment by finding ways to say Yes We allow the person speaking to have the floor, no side conversations IF YOU DONT AGREE WITH ANYTHING, NOW IS THE TIME TO SPEAK!

ATTENDEE CONTACT LIST Name Deployment Teams Phone Location

REMOTE ATTENDEES

DESIGN S ESSIONS DELIVERABLES LIST These Design and Planning sessions have the specific goal of:

Updating the project Issues/Action Items List Generating group approval of an architectural design and solution delivery plan Gaining agreement on an approach to deliver a Detailed Design Document (format and type to

be determined) that can be circulated for general review and approval and then be used toguide functional teams through the migration process, by helpdesk groups to provide technical


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JAD S ESSION

support, and by technology delivery teams in the product maintenance and production supportlifecycle.

Standardizing the group on the approach so each functional area can provide detailed

equipment, resource, and expense sizing estimates within 1 week of the sessions Providing group inputs to Resource Requirements with Roles and Responsibilities Providing group inputs to Project Schedule and Timeline Providing group inputs to the Communications Plan (who should be made aware of what when

and how?) Providing group inputs to Training Plan (who will need what training when and how?)

DESIGN CONSIDERATIONS CHECKLIST This checklist captures common elements that should be present in any design. It is presented here tostimulate thought, guide brainstorming, and to ensure the design being outlined contains all proper designconsiderations:

General

Does the design support both product and project goals?Is the design feasible from a technology, cost, and schedule standpoint?Have known design risks been identified, analyzed, and planned for or mitigated?Are the methodologies, notations, etc. used to create and capture the design appropriate?If possible, were proven past designs reused?Does the design support proceeding to the next development step?Have proper fallback consideration been made?

Design Considerations

Does the design have conceptual integrity (i.e., does the whole design tie together)?Can the design be implemented within technology and environmental constraints?

Does the design use standard techniques and avoid exotic, hard-to-understand elements?Is the design unjustifiably complex?Is the design lean (i.e., are all of its parts strictly necessary)?Does the design create reusable components if appropriate?Will the design be easy to port to another environment if appropriate?Does the design allow for scalability?Are all time-critical functions identified, and timing criteria specified for them?Are the hardware environment completely defined, including engineering change levels andconstraints?Are the pre-requisite and co-requisite software and firmware clearly identified, includingrelease levels and constraints?Is each event/activity verifiable by testing, demonstration, review, or analysis?

Requirements Traceability

Does the design address all issues from the requirements?Does the design add features or functionality, which was not specified by the requirements(i.e., are all parts of the design traceable back to requirements)?If appropriate, has requirements coverage been documented with a completed requirementstraceability matrix?

Completeness

Are all of the assumptions, constraints, design decisions, and dependencies documented?Have all reasonable alternative designs been considered, including not automating someprocesses in software?Have all goals, tradeoffs, and decisions been described?Has the Risk Plan been modified with any new risks posed by the design?


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JAD S ESSION

Have all interfacing systems been identified?Are the error recovery and backup requirements completely defined?Have the infrastructure e.g. backup, recovery, checkpoints been addressed?

Consistency

Is the design consistent with its upstream and downstream artifacts?Does the design adequately address issues that were identified and deferred at previousupstream levels?Is the design consistent with related artifacts (i.e., other modules, designs, etc.)?Is the design consistent with the development and operating environments?

Performance/Reliability

Are all performance attributes, assumptions, and constraints clearly defined?If appropriate, are there justifications for design performance (i.e., prototyping critical areas orreusing an existing design proven in the same context)?

Capacity Planning

Are all Service Level Agreements and objectives known and addressed?Does the design improve productivity?Is scalability development into the plan and is maintainable?Is Total Cost of Ownership (TCO) controlled or reduced?

Maintainability

Does the design allow for ease of maintenance?If reusable parts of other designs are being used, has their effect on design and integrationbeen stated?Does the design resist erosion in the correctness of its content over time?

Compliance

Does the design follow all standards necessary for the system? (i.e., date standards)Have legal/regulatory requirements been assessed and accounted for?

Security

Are all security considerations properly specified?

Modeling and Design Views

When appropriate, are there multiple, consistent, models and/or views that represent thedesign (i.e., static vs. dynamic)?Where there are multiple models of the software (i.e., static and dynamic) are those modelsconsistent with each other?


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JAD S ESSION

P ROJECT P ROFILE

Project Name

ProjectSponsorProject Purpose/Business Case

This project is to. Enter project purpose

The expected project benefits include: Benefit Enter project benefits

Likely NeededResources

Proposed source of funds (departmental or unknown): Enter proposed source of funds

Project resources might include:1. Internal Labor Resource (use $65/hour) $000,0002. External Labor Resources (consulting) $000,0003. Hardware $000,0004. Software $000,0005. Other $000,000

$000,000

Project Scope University Impact: Enter campus (Twin cities, all coordinate campuses, etc.)

Departmental Impact: Enter department

Functional Scope: Deliverable (New business process, new software,purchase hardware, etc.)

BasicApproach

How will this project be done?Include the basic approach for this project.

Proposed DeliveryDate

Known or required dates:Include any known or required project dates.

Possible Risks Consider things that can go wrong and impacts to not doing the project:

Risk Enter project risks

AdditionalComments

Use this space for additional comments about this proposal (i.e., initial priority recommendations, known dependencies with other projects, etc.)


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S YSTEM DIAGRAMS

AS IS Diagram:

TO BE Diagram:


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JAD S ESSION

Draft Roadmap Outline:


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JAD S ESSION

ISSUES LIST Project Name: [Project Name] Project ID:Project Manager: Last Updated:

Issue Priority Assigned Date Action Entered Category ID Issue Name Description of Issue (H/M/L) To Needed Taken Date


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JAD S ESSION

COMMUNICATION MATRIX

Communications Goal:

Document When How Recipient Recipient Recipient Recipient Recipient Recipie

Project Definition DocumentProject SOWProject Overview StatementProject Work PlanArchitectureWork Breakdown StructureFunctional DesignSizing EstimatesBudgetCommunications MatrixProject ScheduleTest/QA PlanChange RequestsStatus ReportsImplementation PlanTraining PlanLessons Learned

AP - For Approval I - Informational AR - As Required (indicates change)UR - Upon Request


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JAD S ESSION

TRAINING P LAN MATRIX

Training Goal and Purpose:

TrainingComponents Budget

Target Audience& Size Message Content Distribution Method Timing Location Requi

1 Status: P = Pending; C = Complete; O = Open

Training Positioning Strategy Summary:


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S ESSION NOTES

JAD Workbook Template

Documents

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