SW Project Management Project Communication and QA INFO 420 Dr. Jennifer Booker INFO 420 Chapters 9 & 10 1 Need for communication As we’ve seen, IT projects tend to be volatile, so good lines of communication are needed to keep everyone updated Else you implement unneeded functionality, work to outdated specs or designs, etc. How well is the plan being followed? How do we make good adjustments? INFO 420 Chapters 9 & 10 2 Need for communication Lack of communication is a major cause of IT project failure 28% of a CompTIA survey said poor communication was the #1 reason for failure 18% cited insufficient resource planning 13% unrealistic deadlines Could communication affect the latter two? INFO 420 Chapters 9 & 10 3 Communication includes Communication planning How will information and knowledge be stored? Who gets what information when? Who can access what information? Who updates information? What forms of communication are used? INFO 420 Chapters 9 & 10 4 Communication includes Information distribution Get the right info to the right people at the right time in the right format Performance reporting Includes communication with stakeholders Managing stakeholders Keep INFO 420 info needs and issues met Chapters 9 & 10 5 Communication needs A project communication plan can include what information goes to each stakeholder and how that information is delivered methods – reports, reviews, meetings Informal methods – email, conversations Formal What does each stakeholder want and need to know about the project? INFO 420 Chapters 9 & 10 6 Communication needs Not everyone should see detailed financial data, technical choices and decisions, etc. Many more might want a broad overview of progress to date, projected project completion (budget, schedule) No one likes surprises Can reflect poorly on management if unprepared (FEMA, New Orleans) INFO 420 Chapters 9 & 10 7 Monitor and control project Events during a project could result in sudden changes in productivity, focus Need a process for making changes to project schedule, scope, budget to accommodate the unexpected Don’t pretend to be on track if you’re not! Honesty INFO 420 up front is often the best approach Chapters 9 & 10 8 Monitor and control project Key management choices often include Reassign resources Adjust the plan – scope, schedule, budget, quality So need an early warning system to identify problems as soon as possible Hence INFO 420 obsessive comparison ‘plan vs actuals’ Chapters 9 & 10 9 Monitor and control project Part of this process is measuring performance, which also helps hold people accountable Side benefit to see if resources are being utilized effectively Controls can be within project, or external (e.g. government or industry standards) INFO 420 Chapters 9 & 10 10 Communications plan The project communications plan can be informal or formal, depending on the size and nature of the project Key is to keep stakeholders informed Even (especially?) those who oppose or don’t support the project! INFO 420 Keep your friends close, and your enemies closer! Chapters 9 & 10 11 Communications plan contents A communications plan can be fairly simple, depending on project complexity Identify all the stakeholders; for each What kinds of information do they need? Consider technical and project information, and what level of detail is appropriate How often? Daily/weekly/monthly/quarterly? Discuss the reasons or rationale INFO 420 Chapters 9 & 10 12 Communications plan contents Consider whether some kinds of reports can be made general enough to meet the needs of several stakeholders Or is it better to customize content for each? Information might include the usual suspects Scope, INFO 420 budget, schedule, quality, risk Chapters 9 & 10 13 Communications plan contents Consider also who should get specific deliverables from the project Phase reports, design reviews, release descriptions, test reports, etc. – who gets them? Why? What medium or format will communication take? Tweets, INFO 420 PDF, email, meetings, telecons, etc. Chapters 9 & 10 14 Communications plan contents Timing of information varies in importance Some stakeholders are key decision makers, others might have only casual or passing interest in project status (vendors, end users) INFO 420 Chapters 9 & 10 15 Project metrics What you measure focuses people’s attention How would you respond differently if the course grade was 90% participation? Here we want to measure the basics Scope, schedule, budget, resources, quality, risk INFO 420 Chapters 9 & 10 16 Project metrics A good metric should be Understandable Quantifiable Cost effective to collect Proven effective High impact - meaningful INFO 420 Chapters 9 & 10 17 Project metrics Guidelines for a measurement system Measurement system should allow project team to measure progress Team should design their own measurement system Adopt only a few measures (avoid overload) Measures should track results and progress INFO 420 Chapters 9 & 10 18 Earned Value Earned Value balances cost, schedule, and the amount of work accomplished (the “earned value”) during a project Each task’s planned cost is called the planned value (PV) of that task This assumes you’ve planned out all the project tasks from the start! INFO 420 Chapters 9 & 10 19 Earned Value The planned completion of the project is the budget at completion (BAC), both time and money So the BAC is the end of the PV curve The actual expenditures at any point in time is the actual cost (AC) The earned value (EV) is the planned value of tasks you’ve actually finished INFO 420 Chapters 9 & 10 20 Earned Value This lets us separate how much has been spent from what really got accomplished Define variance (CV, $) = EV – AC Schedule variance (SV, $) = EV – PV Cost performance index (CPI) = EV/AC Schedule performance index (SPI) = EV/PV Cost INFO 420 Chapters 9 & 10 21 Earned Value For historic note AC was called ACWP (actual cost of work performed) PV was called BCWS (budgeted cost of work scheduled) EV was called BCWP (budgeted cost of work performed) Many sources will use this terminology INFO 420 Chapters 9 & 10 22 Earned Value The best trick is that we can predict when the project will finish, the Estimate At Completion (EAC) EAC(cost) = BAC(cost) / CPI EAC(schedule) = BAC(schedule) / SPI These assume we’re using a long term trend for CPI and SPI INFO 420 Chapters 9 & 10 23 Earned Value There are many other EV metrics https://www.goldpractices.com/practices/tev/index.php INFO 420 Chapters 9 & 10 24 Earned Value The value assigned to each task can be handled in many ways Common ways are Give ½ of EV at start of task, the other ½ when completed (50/50), or give full EV only when task is completed (0/100) Assign some ‘percent complete’ to task INFO 420 Watch for subjective assessments! Chapters 9 & 10 25 Reporting performance Project reporting tends to fall into categories Reviews, focusing on specific deliverables, milestones, or project phases Review work accomplished, address issues, get approval to move on Status INFO 420 reporting Compare actuals to plan, reasons for variances Chapters 9 & 10 26 Reporting performance Progress reporting Review accomplishments, compare to plans Forecast reporting Predict future status of project (cost, schedule) Might use trend analysis INFO 420 Chapters 9 & 10 27 Information distribution Again, consider how information will be distributed Face to face meetings Telephone, email, other electronic devices Collaboration technology (NetMeeting, Blackboard, wikis, etc.) INFO 420 Chapters 9 & 10 28 IT Project Quality Management INFO 420 Chapters 9 & 10 29 Quality? What is quality? If something has quality, how can you tell? Are features and quality connected? Who defines what quality is for a product? INFO 420 Chapters 9 & 10 30 Quality Often in a business context, ‘fitness for use’ or ‘conformance to requirements’ are key elements of a quality product In short, it does what it’s supposed to do Is that enough? INFO 420 Chapters 9 & 10 31 Quality management processes Project quality management (PQM) processes (per the usual PMBOK) include Quality planning What standards need to be met, and how? assurance – compare project performance against those standards Quality control – ensure product quality Quality INFO 420 Support defect prevention & process improvement Chapters 9 & 10 32 Quality scope Hence quality management includes both looking out for product quality (the system being created or maintained) as well as process quality (are you following good practices?) INFO 420 Chapters 9 & 10 33 Quality costs Good quality often pays for itself in the long run Avoids defects, rework, bad publicity, etc. DIA/DEN airport baggage system quality issues cost $1M per day in lost revenue INFO 420 Chapters 9 & 10 34 Quality tools and approaches The scientific management approach was developed by Frederic Taylor Studied the relationship between people and tasks, to improve the efficiency of each task and subtask by reducing variability in how they were performed, just do essential actions Also did time-motion studies INFO 420 Chapters 9 & 10 35 Control charts Walter Shewhart gave us control charts Provide a more scientific and objective basis for understanding variability Plots the mean, upper and lower control limits (+/- 3s from the mean) Normal random variation is due to common causes, want to eliminate assignable causes The basis for statistical process control INFO 420 Chapters 9 & 10 36 Total Quality Movement W Edwards Deming is legendary in quality management circles Empowered workers to contribute to quality Worked with Shewhart First taught Japanese managers, later the US caught on Famous for 14 points of quality INFO 420 Chapters 9 & 10 37 Quality planning, improvement Joseph Juran gave us the ‘fitness for use’ definition of quality Quality is not an accident, it must be planned Recognize internal and external customers The quality trilogy – quality planning, control, and improvement – make a Quality Planning Road Map INFO 420 Chapters 9 & 10 38 Quality diagrams & graphs Kaoru Ishikawa, a Deming pupil, gave us ways to present quality data Gave us the fishbone diagram, one of Ishikawa’s seven basic quality tools Alfred Pareto gave us his diagram And process flow charts are also helpful INFO 420 Chapters 9 & 10 39 Quality standards ISO 9000 CMMI (Capability Maturity Model Integration) Six Sigma Awards Malcolm Baldrige National Quality Award Deming Prize INFO 420 Chapters 9 & 10 40 Quality systems ISO 9000 is the best known quality management system Also includes ISO 9001 and 9004 stds Facility-based Originally for manufacturing, now very broad Certification checks about every six months INFO 420 Chapters 9 & 10 41 Quality systems CMMI is based on the CMM developed in the 1980’s by the Software Engineering Institute at Carnegie Mellon University Original goal was to fix the software development crisis Led to similar structures for systems engineering, software acquisition, personnel management, and other areas INFO 420 Chapters 9 & 10 42 CMMI Led to hard time choosing the ‘right’ CMM for a given project So now instead, CMMI has “simplified” the problem to three sets of models CMM/CMMI has five levels of process maturity INFO 420 Initial, Repeatable, Defined, Managed, Optimizing Chapters 9 & 10 43 CMMI Within each level (after level 1) there are Key Process Areas – to meet goals Level 2 includes CM, QA, project tracking & oversight, project planning, and req’ts mgmt Level 4 adds statistical process control for key processes Level 5 adds defect prevention and continuous process improvement INFO 420 Chapters 9 & 10 44 Quality systems Six Sigma was created by Motorola Based on fanatical process control Aims for under 3.4 defects per million opportunities Known for green and black belts Source of DMAIC improvement framework INFO 420 Define goals, measure, analyze, improve, control Chapters 9 & 10 45 Quality planning All of these standards agree that Focus on customer satisfaction is essential Quality is by prevention, not inspection Improve the process to improve the product Quality is everyone’s job Fact-based management is critical (which points to measurement) INFO 420 Chapters 9 & 10 46 Quality planning So how does all this apply to a project? Need to choose an approach for PQM Which standard(s) are best to follow, if any? Again, we’re driven by the project MOV That defines the project scope and req’ts So we need project and quality standards that will ensure we meet those requirements INFO 420 Chapters 9 & 10 47 Metrics We looked at ways to present quality data How choose what to measure? Map to project goals, e.g. using GQ(I)M Define product, process, resource, and/or tool metrics that are appropriate for your MOV INFO 420 Chapters 9 & 10 48 V&V Verification and Validation (V&V) are key aspects, often associated with testing Verification makes sure the product meets its requirements Often done via reviews, walk-throughs, inspections Validation makes sure the product meets the expectations and needs of the customer INFO 420 Customer testing, a and b tests Chapters 9 & 10 49 Change control Change control becomes necessary when the team has two or more people in it Prevents two+ people editing the same thing Allows you to roll back to a previous version of the system if the new one bites Supports good backup strategies Defines the final version of the system INFO 420 Chapters 9 & 10 50 Configuration Management Change control is one part of an overall Configuration Management (CM) strategy CM includes Configuration What items are under CM control? Configuration INFO 420 identification control Includes change control processes and tools Chapters 9 & 10 51 Configuration Management Configuration Audits Do you really have what you think you have? Configuration Status Reports Ability to produce reports from the change control system, e.g. the current system configuration, change history for a particular item, etc. Change history might cover various versions (Win XP to Vista), revisions (minor updates), or variations (different sites) INFO 420 Chapters 9 & 10 52 Quality control A key general job of QM is to monitor the project’s compliance with its claimed standards Should be ongoing throughout the project Assess processes as well as work products Produce reports on each assessment Collect metrics on project status INFO 420 Chapters 9 & 10 53 Keep learning QM processes support the overall learning environment of the project and its parent organization So as usual, document lessons learned from QM activities, and share them with other projects Continual improvements and experiments with novel processes can be invaluable INFO 420 Chapters 9 & 10 54