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2006 Jupitermedia Corporation

Webcast Title

Successful Rollout Planning

1


January 19, 2006

2:00pm EST, 11:00am PST

George Spafford, President

Spafford Global Consulting


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2

Housekeeping

Submitting questions to speaker

Questions will be answered during 10 minute Q&A session

at end of presentation Locate Q&A button on right-hand side of screen. Click on

new, type in question to box provided, hit send.

Technical difficulties?

Use Q&A button on right-hand side of screen

Press *0 on telephone to talk with operator

Dial 888-523-2450-2450 toll free, or 410-568-3614


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3

Main Presentation


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Copyright Notices

ITIL is a registered trademark of the UK Office of

Government Commerce.

Visible Ops is the trademark of the IT Process Institute

(http://www.itpi.org)

This webcast is the property of Spafford Global Consulting,

Inc.

All other trademarks and company names are the property

of their respective owners.

A copy of these slides can be emailed to you for personal

reference use. Please contact [email protected]
mailto:[email protected]:[email protected]


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5

Agenda

Release Management Overview

Release Policy

Release Planning Rollout Planning

Back-out Planning

Rollout Checklist


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Release Management Overview

Tasked with planning, designing, building, configuration andtesting of releases.

The focus of Release Management is the protection of the liveenvironment and its services through the use of formal proceduresand checks. ITIL Service Support

Release management spans development, test and production.

Production

Environment

Test

Environment

Development

Environment

ReleaseManagement


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Overview - What is a Release?

A collection of authorized changes to an IT

service.

Can contain new and revised hardware andsoftware in three categoriesMajor, Minor and

Emergency

Release Unitdescribes the IT infrastructure

portion that is released together.


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OverviewTypes of Releases

FullThis is a complete set of hardware and/or

software.

Example: Windows XP or Windows Server 2003 DeltaContains only the configuration items that

changed.

Example: Service packs are typically delta releases.

PackageIs a formal combination of full anddelta releases.

Example: Windows XP and Service Pack 2.


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Overview - Release Management Dependencies

Change Management

Is the set of standardized

processes and tools used to

handle change requests inorder to support the business

while managing risks.

Configuration Management

Focuses on tracking and

documenting configurations

and then providing thisinformation to other areas

including Change and

Release Management.

The three process areas must work together

and share information.


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OverviewDetective Control Benefits

To plan releases necessitates accurate

knowledge of the current production builds

An automated tool that can detect all changeswithin scope can

Ensure production matches the last known good build

Confirm that production and preproduction match

Reduce circumvention of the change process

Drive cultural change as the processes cant be readily

bypassed


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Release Policy

Defines the release management control process

Establishes roles and responsibilities

The release numbering scheme

Frequency of releases The level of infrastructure detail that will have

releases

Release deliverables

Release documentation Requirements and testing of back-out plans

Configuration and acceptance criteria for theDefinitive Software Library (DSL)


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Release Planning

Define release contents

High-level scheduling and distribution

Conduct Site Surveys

Resource requirements

Establishing roles and responsibilities

Negotiating with vendors for hardware, software

and professional services

Development of back-out plans

Support planning


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Rollout Planning

Gets into the details of the rollout

Development of a detailed project plan / schedule

List of all affected CIs and the plan for installation

or removal of each Development of a detailed action plan by site

taking into consideration potential differences at

each.

Stakeholder communication plan Acquisition of required hardware and software

Schedule related meetings


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Rollout Checklist - 1

Appendix 9A of the ITIL Service Support volume has athorough list.

The following are example questions and each organizationneeds to develop their own checklist based on their needs:

Is there sufficient budget to support the release?

Have the necessary request for quotes been processed andauthorized?

Have training requirements been reviewed for end users,

support staff, release management and operations? Has technical support for the rollout been established?

Have software licensing issues been addressed includingobtaining license keys, establishing online validationmeasures, passwords, dongles, and so on?


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Rollout Checklist - 2

Have capacity requirements been addressed? (processing,

storage, network, etc.)

Has operations performed, or are they scheduled to

perform, their acceptance testing?

What are the success criteria for implementation?

Are any conflicting changes planned?

What is the back-out plan? Has it been reviewed and

tested? Has the Business Continuity Plan (BCP) been updated?

Has the relevant documentation been created or updated?


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The Goal

To introduce changes into the production

environment

To manage risks to a level that is acceptance tomanagement

To balance risks and costs


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Process References

For a definitive reference, see ITILs Service SupportVolumehttp://www.ogc.gov.uk/index.asp?id=2261

Microsofts Operations Framework Service

Management Functionshttp://www.microsoft.com/technet/itsolutions/cits/mo/smf

British Educational Communications and TechnologyAgency (BECTA)http://www.becta.org.uk/tsas

IT Process Institutes Visible Ops Methodologyhttp://www.itpi.org
http://www.ogc.gov.uk/index.asp?id=2261http://www.microsoft.com/technet/itsolutions/cits/mo/smfhttp://www.becta.org.uk/tsashttp://www.itpi.org/http://www.itpi.org/http://www.becta.org.uk/tsashttp://www.microsoft.com/technet/itsolutions/cits/mo/smfhttp://www.ogc.gov.uk/index.asp?id=2261


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Webcast TitleSuccessful Rollout Planning

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Thank you!

George Spafford

[email protected]

http://www.spaffordconsulting.com

Daily News Archive

http://www.spaffordconsulting.com/dailynews.html
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Questions?


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Thank you for attending

If you have any further questions, e-mail

[email protected]

jan 19 - rollout planning_v1b_final

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