the accidental project manager - ny spinnyspin.org/spin_apm_qa.pdf · the accidental project...
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The Accidental Project Manager:QA Road Maps and Training Wheels
Patricia Ensworth
Harborlight Management Serviceswww.harborlightmanagement.com
The Accidental Project Manager:Surviving the Transition from Techie to Managerwww.wiley.com/compbooks/ensworth
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Agenda
Cautionary tales
Navigation aids
Guidance and support
Organizational context
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Hierarchy of Processes
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Some Accidental Project Managers
The Secret Agent
The Lost Soul
The Therapist
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QA Road Maps: Cartographers
ISOSEIProject Management Institute (PMI)
Founded 1969Headquarters in PennsylvaniaChapters in 125 countries, 100,000+ membersStandards development organizationProject Management Body of Knowledge (PMBOK)Project Management Professional certificate (PMP)Project Management Maturity Model (PMMM)
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QA Road Maps: Legend
Project manager knowledge areasIntegrationScopeTime CostQualityHuman ResourcesCommunicationsRiskProcurement
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QA Road Maps: Legend
Project lifecycleInitiatingPlanning
Scope definitionRequirements gatheringProcess formulationProject plan creation
ExecutingDesignDevelopmentTestingDeployment
Closing
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QA Road Maps: Route
Initiating PhaseProject Charter
GoalSponsorProject Manager
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QA Road Maps: Route
Planning phase - analysisScope documentRequirements documentGeneral responsibility matrixTask analysisWork breakdown structureNetwork diagramEstimatesPERT chartGANTT chart
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Scope Document
GoalCritical Success FactorsCritical Success MeasuresConstraintsAssumptionsRisksExclusionsScheduleBudget
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Work Breakdown Structure
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Network Diagram
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PERT Chart
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QA Road Maps: Route
Planning phase – Project Plan Deliverables
WBSDependencies
ScheduleDatesCritical path
MilestonesResource assignments
Task ownerDepartment participationResponsibility matrix
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QA Road Maps: Route
Planning phase – Project PlanBudgetCommunications planQuality planHR planRisk planProcurement plan
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Communication PlanI. Protocols
A. Meetings 1. Core management meetings
Agenda Format Duration Frequency Rules / etiquette
2. Core team meetings Agenda Format Duration Frequency Rules / etiquette
3. FM / SH / SME meetings Agenda Format Duration Frequency Rules / etiquette
B. Status reports 1. Content 2. Format 3. Frequency
C. Procedures 1. Remote / virtual / telecommuting work 2. Tool usage 3. Oral instructions vs. written correspondence 4. Collaborative authoring 5. Conflict resolution
II. Tools
A. Office applications B. E-mail C. Instant messaging D. Discussion databases E. Blogs F. Websites G. Shared servers H. Voice mail I. Teleconferences J. Videoconferences K. Phone text messaging
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II.
Quality PlanProject Quality
A. Quality Assurance1. Standards and procedures
RequirementsChange managementDocumentationConfiguration managementSource code controlVersion controlPeer reviewCodingCode commentaryBuildsReleases
2. EnvironmentDevelopment environmentTest environment
Unit test environmentSystem test environmentIntegration test environmentAutomated test environmentPerformance test environmentInternational test environmentBeta test environmentUAT test environment
Staging environmentProduction environment
3. ToolsDevelopment toolsTesting tools
B. Quality Control1. Auditing practices2. Maintenance activities
I. Product Quality
A. Quality Assurance1. Quality criteria definitions2. Quality assessment methods
B. Quality Control1. Testing 2. Defect tracking 3. Test results analysis4. Requirements revisions5. Focus groups
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QA Road Maps: Route
Executing phaseChange request formChange logSystem documentationTest documentationStatus reportsMetricsEstimates vs. actualsUpdated project plan
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QA Road Maps: Route
Closing phaseUser acceptance agreementManagement reportLessons Learned reportMaintenance planCompleted documentationPerformance evaluationsFinal version of project plan
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QA Training Wheels
Select appropriate processes
Review the WBS
Expand QA roles
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QA Training Wheels: Adaptation
Processes and documentsAnalyze goals, workflow, teamIdentify weaknesses and gapsRecommend appropriate solutions
Communication plan
WBS, RAM
Network diagram, quality plan
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QA Training Wheels: WBS
Project management tasksInclude in work breakdown structure Link to project planCreate realistic estimates
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Project Plan – QA tasks
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Project Plan – testing tasks
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QA Training Wheels: Roles
Expansion of activitiesSociologistTrainerOmbudspersonCoachAdvisor
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Organizational strategies
Independent QA departmentCollaboration with Project OfficeCollaboration with Training Department
Project QACoordination with other projectsDevelopment of templatesEducation and marketing
Embedded QA Knowledge baseUser groupsBest practices symposium