Management Presentation: SPMA Overview
I. Project Definition
Work Breakdown/Activities
1. Develop Project Mission Statement
2. Organize Team, Define Roles, Obtain Commitments
3. Develop Training Plan
4. Develop Project Work Plan
5. Install Package Software
6. Conduct Project Team Training
7. Develop Project Standards and Procedures
8. Schedule Conference Room Pilot
Quality Management Checkpoints
Project Definition Checklist
Software Installation Checklist
Procedures and Training Checklist
Project Administration Checklist
Sample Forms and Documents
Sample Project Organization Chart
Sample Work Plan Gantt Chart
Sample Implementation Budget
Sample Project Status Report
II. Conference Room Pilot
Work Breakdown/Activities
1. Analyze/Document Requirements
2. Establish System Prototype
3. Define CRP Scope and Exercises
4. Conduct Conference Room Pilot
5. Log Issue Reports
6. Draft User Procedures
7. Review and Update Overall Project Work Plan
Quality Management Checkpoints
Review/Complete CRP Checklist
Complete Project Administration Checklist
Sample Forms and Documents
CRP Exercise Document
Project Issue Report
Scope Impact Assessment
III. Development / Programming
Work Breakdown/Activities
1. Develop Programming & Database Standards
2. Obtain Requirements Definition Approval
3. Walk Through High Level Designs
4. Perform Detailed Design
5. Code and Unit Test
Quality Management Checkpoints
Review Programming and Conversion Checklist
Complete Project Administration Checklist
Sample Forms and Documents
Request for Modification / Custom Software
Sample High-Level Design Document
Custom Development Status Table
IV. System Integration
Work Breakdown/Activities
1. Assign/Resolve CRP Issues
2. Document System Test Plan
3. Build System Test Data Model
4. Conduct System Test
5. Adjust Custom Programming
6. Prepare System Hardware and Facilities
Quality Management Checkpoints
Complete Project Administration Checklist
Sample Forms and Documents
Test Condition / Test Item Cross Reference
Test Item Control Sheet
V. Procedures and Training
Work Breakdown/Activities
1. Finalize User Procedures
2. Develop User Training Materials
3. Conduct User Training
4. Develop Cutover Schedule/Script
Quality Management Checkpoints
Review/Complete Procedures and Training Checklist
Complete Project Administration Checklist
Sample Forms and Documents
Training Evaluation
VI. Conversion and Startup
Work Breakdown/Activities
1. Train Operations Staff
2. Load Manually Converted Data
3. Run Conversion Programs
4. Verify Master File Data
5. Balance/Reconcile Transaction Data
6. Monitor Transactions, Usage, Balances
7. Close First Period Books
Quality Management Checkpoints
Complete Programming and Conversion Checklist
Appendix: Electronic Tools and Templates
Tool / Form Format/Software
1. SPMA Management Presentation Microsoft Powerpoint ®
2. Sample Project Work Plan Microsoft Project ®
3. CRP Exercise Document Microsoft Excel ®
4. Project Issue Report Microsoft Excel ®
5. Scope Impact Assessment Microsoft Excel ®
6. Request for Modification / Custom Software Microsoft Excel ®
7. System Test Item Cross Reference Microsoft Excel ®
8. System Test Item Control Sheet Microsoft Excel ®
9. SPMA Quality Management Checklists Microsoft Word ®
Project Definition
Project Administration
Software Installation
Conference Room Pilot
Programming & Conversion
Training and Procedures