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General checklist for the development project
- 1. GENERAL CHECKLIST FOR THE DEVELOPMENT PROJECT General Information The activities mentioned are general information sake. The Projects need to take only those activities that are relevant for them. Some of the steps are created which will enhance the value to the customers. However they might involve some additional efforts from the team. The management need to decide whether to take up such activities or not considering the customer relationship in mind. Some of the activities are prepared in a view that multiple parties are involved in development. Need to be customized in case if it is not so. It is advisable to make help of the Coach to identify what is relevant and not for the project. It will also benefit to give exact meaning/interpretation of each of the activities mentioned Part of these steps may be available in Quality Management System(QMS) frame work. They are repeated here to give more focus on such activities. Most of the steps under each category are written assuming that Discoverture Solutions holds the entire responsibility. They need customization in case the assumption is incorrect The checklist mentioned in the next sheet is made with an assumption that the project is under 'onsiteoffshore' model. If the project is totally onsite then some of the activities are not applicable. The associate is expected to have exposure and good knowledge of QMS and using the QMS Procedure in their Project. The project team need to follow/practice the QMS Methodology as per the organizational norm. The checklist shown in this file is only indicative and addresses more towards the customer specific activities/practices. Adhering/practicing the contents of this file does not completely confirm to the QMS adherence. The Project team need to get in touch with Quality Representative (QR) tocimplement QMS in their Projects. The Project Managers are expected to make a Tick Mark for the Items available in their project or not and also they can put a remark that its applicable item or non applicable item for their Project. S. No Major area Description of the activities to be covered 1. Customer Expectations Get the Goals & Objectives of the project Remarks of PM Find out who are the ultimate users of the Product/Project Find out the KRA/CTQs for the Project Find out the major success criteria for the Project 2. Scope Prepare a list of in-scope and out-scope items for the Project
- 2. Prepare the list of deliverables to be made from DSIL side, with the Corresponding delivery date. Prepare the list of deliverables from the customer and the corresponding delivery dates. Prepare the list of assumptions from Discoverture side and their impact on the project Send the scope, deliverables, assumptions to the customer and get an agreement Identify whose responsibility is to make the user manuals, whether customer provide user training or Discoverture solutions need to provide user training. Check if there is any data migration (Partially/full) is required along with application development Get the sign off from the customer for all of the above (preferable) 3 Initiation Prepare the overall Project execution Approach (from Req. Stage to Go-live). Make a Process over this and Discuss this approach with the customer and agree with a agreeable approach Check (from the customer) if the Customer specific templates to be used or Discoverture Solution specific Check (from the customer) if the Customer Quality Process to be used or Discoverture Solution Process can be used or a mixture of both prepare the list of 'customer specified templates'. Conduct Project kick-off meeting Create Project in Software Project Repository and get Project Id Register the Project for Time Sheet Capturing Prepare the responsibility matrix when multiple parties are present Get the contact details of all stakeholders. Telephone Numbers, EMAIL IDs, Cell Phone Numbers Get the contact details of all third parties and key parties involved in the Project 4 Infrastructure Get the list of SW to be used along with Ver No. in the project Get the list of the HW to be used in the Project Identify the SW to be Provided by the customer Identify the SW to be procured within Discoverture Solutions Identify the HW to be provided by customer Identify the HW to be procured within Discoverture Solutions Identify the Access requirements on customer side servers Check if usage of Open source tools is acceptable for the customer Identify what tools to be taken from Open Source Prepare the list of Discoverture Solutions associates along with required access rights on Customer site servers. Establish the connectivity between the onsite servers and offshore clients Identify what tools can be used in the project for code review, Configuration management, Bug reporting/tracking, Performance test, Unit testing etc., Check if there going to be separate development, test & production environments Check if the test environment is same that of Production environment Check if the S/w version on all these environments are same Check if any of the client portals need to be used during the project for reference (ex:
- 3. Customer Quality Process, to verify Standards, to upload metrics etc., ) Prepare a list of associates who need access to what portals Provide the list to customer and get the access Create a Common folder at Discoverture Solutions offshore Get access to Shared Project Folder at the customer site for Discoverture Solutions associates Identify the HW/SW requirements for the offshore teams Communicate to Corporate services/Network and communication support to get the same Prepare Development environment at Offshore 5 Standards & Guidelines Check with the customer if they have pre-defined coding standards? Check with the customer if we need to use the customer coding standards or Discoverture standards? Check if we need to use any automated code review tools? If project team need to use automated code review, is the tool(s) available with the customer or it is freeware? Can we get access to the customer tools? Can we get the licenses to use the customer tools by the offshore team (if offshore exists)? If Project team needs to take the coding standards from Discoverture Solutions, has the project team located the standards from QMS of Discoverture..? Get or Define the source file naming convention (if need to be used by Customer or made by the team or from Discoverture Solutions QMS) Get the standards/guidelines for Database Design Get (or Prepare) the framework for the following services in web application development ( Logging, error/exception, session management, security, scripting & messaging) Prepare guidelines for these services to be useful by the developers Get (or Prepare) UI standards. Get (or Prepare) the UI Framework Get (or Prepare) the Middleware development Guidelines Get (or Prepare) Documentation Guidelines 6 Project Team Prepare the Roles & responsibilities of the various role players in the Project Identify the Resources to fit the Roles Get the Project team data and preserve in the common folder Share the names of the associates with the customer (if required) Prepare the Discoverture Solutions Org. Structure Share the Discoverture Solutions Org. Structure with the customer Identify the Single Point of Contact from Discoverture side and communicate his contact details to customer. Get the Contact details of Single Point of Contact from Customer Side an share the details with all Discoverture Solutions associates Prepare on-boarding Process to be followed for all Discoverture Solutions associate when they join the Project Complete the Back ground (BG) checks done?
- 4. Identify the visa requirements for the associates Initiate the visa Processing for the associates Share the details of the associate for whom the visa is getting processed with the customer Get the Invitation letter(s) from the Customer for Business visa Processing Define the structure in Project Reporsitory for capturing Time Get access to the customer time sheet management system, if Discoverture Solutions associates need to enter timesheets in customer tools also Give the list of associates to customer to register in their timesheet mgmt. system - if Discoverture Solutions associates need to enter timesheets in customer tool. Identify the team training requirements (technical , Domain) CO-ordinate with training providers and plan for training Conduct the training to the identified associates Provide team induction about the customer, business, project, scope, deliverables, timelines, expectations to all project members Get access to Discoverture Solutions internal tools, shared folders for the project team Create a distribution list for the project team in the outlook Make the resource requirement - data wise - skill wise Share the resource requirement with the Resource Management Group and Delivery Management Team Train all project members on Project specific tools, standards, guidelines,Framework 7 Communication Define Onsite-offshore communication Process/guidelines (frequency, scope, lead, mode, objectives) Define Customer -offshore Team leads (incl. status reports and dashboards) communication modalities (frequency, scope, lead, mode, objectives) Define Customer – DSIL PM communication modalities (frequency, scope, lead, mode, objectives) Define Customer – Discoverture Solutions Program Manager communication modalities (frequency, scope, lead, mode, objectives) Define Offshore (internal) team communication modalities (frequency, scope, lead, mode, objectives) Define PM - PL - TM communication modalities (frequency, scope, lead, mode, objectives) Define Customer CIO/Sr. Manager – Discoverture Solutions Senior Manager communication modalities (frequency, scope, lead, mode, objectives) Define onsite team vs. customer communication modalities (frequency, scope, lead, mode, objectives) Define the escalation path at the customer side including the names of the associates and their contact details and the definition of 'when to escalate' Define the escalation path at the Discoverture side including the names of the associates and their contact details and the definition of 'when to escalate' Define the templates to the used for recording the action items Define the modalities for Agenda Define the Issue Management Process (including the tool, contents, frequency of update, frequency of sharing, meeting to track, scope of the issues, track the action items etc., ) Prepare the Status report templates to share with the customer Prepare the dashboards templates to be shared with the customer at various levels
- 5. 8.Risk Management Identification of general risks Identification of Project specific risks Prepare the FMEA to record, weight & track the risks Share the Risk management plan with the customer, to the extent possible Keep the risk management plan as open document 9. Planning Make high level project execution Process Make the detailed Project execution Process Prepare the Work Break Down Structure ( WBS) Identify the inputs required from the customer along with the date by which it is required Identify the actors (whether Discoverture / Customer) for each of the activities in WBS Prepare the schedule for the activities Identify the inputs and outputs for each of the activities in the WBS Prepare the MPP Review the MPP Share the MPP with the customer (to the extent possible) Make the change to the MPP - as suggested by customer Baseline the MPP Establish MPP tracking Process (including the mechanism to add additional tasks in MPP over the period of time) Establish MPP sharing with the customer process Identify the owners of MPP (Owner need to update/track MPP) Identify how to integrate MPP with customer MPP (if customer has separate MPP) Identify the activities to be performed by third parties along with their expected dates Communicate this to the third parties OR to the customer explicitly Identify the major milestones and agree to take sign-off (conduct tollgate review) before proceeding to the next phase 10 Metrics/SLAs Are there any SLAs that customer is asking DSIL to follow Get the definitions, measurement, frequency of the SLAs Get if there are any penalties/incentives linked to the SLAs List out the Project metrics that customer wish to see along with frequency List out the Project metrics need to be collected by the Project team as per QMS Prepare the data collection templates to collect the data for these metrics & SLA (the data can also be obtained from automated tools if any. Identify who need to provide what data for these SLAs Identify the Frequency & owner to collect the data for Metrics/SLAs Establish a process to consolidate and communicate them to the customer Check if the SLAs to be ported in any customer tool Get access to the tool Identify to whom the SLAs to be sent at the customer side ? 11 Configuration Mgmt
- 6. Identify what tool to be used for Configuration mgmt Identification of artifacts to be kept in there(code, Technical documents, CSP, tools, utilities, templates & formats, guidelines & standards, Do's & Don'ts) Check if customer possess the licenses for the tool Check if Discoverture need to procure the tool or customer provides If Customer provides, check if this can be accessed from offshore (applicable if offshore team exists) Get Licenses to use at offshore, if customer provides the tool Prepare the total Code check-in /check-out process Prepare Release Management & code migration Process (build Process) Prepare Post - release tests/validations Prepare Branching & Merging Processes Prepare the process to migrate the code to test environment, Production environment If the tools is procured by Discoverture, plan for backup 12 Architecture Make alternatives in the architecture Validate the alternatives with tools like QFD or any other similar tool Present all options with Pros/Cons to the customer 13 Design Identify the methodology to be followed Check if the customer specific templates to be followed or Discoverture Solutions templates Perform Normalization on database design Design the common services to re-use them in rest of the programs Perform Prototype and present various UI designs to the customer print engine is to be used Prepare the logical database design Document Prepare the Process design Document Prepare the UI design document Prepare the interface design document Review of all design document Make all OOAD diagrams Decide upon framework for logging, security, session handling, scripting & messaging, error & exception handling services Prepare High Level design documents Prepare Low Level design documents Make the Design Review (internal) before it is sent to the customer 14 Coding & Unit testing
- 7. Decide if the project can use automated/open source tools for Unit testing (ex: Junit) Make the functionality review of the code before going for IT/ST Is the team following Coding standards from Day one? create separate scripts for DML & DDL for all database scripts Have a tool to identify the memory leakages in the code and run thru this during the unit test of the code Preparation of Unit test cases and Review of the unit test cases 15 Code Review Device a detailed code review process (who does it, when , how, record the incidents, track them to closure etc., ) 16 Testing (IT/ST/UAT) Guidelines for Unit, IT, ST testing with objectives & Dos - Don'ts Prepare the IT test process Prepare the ST test process Preparation of IT test cases Review of the IT test cases Preparation of ST test cases Review of the ST test cases Ensure that customer makes UAT test cases Is there any batch routine - if so plan to test the batch operations completely - for various key dates of the year Decide on which tools to be used to record the bugs while testing Decide if customer provides those tools and DSIL need to procure Have a check list to test the GUI Perform UI validation separately for consistency Define High, Med, Low category bugs Collect the UAT test cases from the customer and use them for ST phase Plan for performance of the application during the ST phase Plan to conduct load test for the application during the ST phase While Planning, allocate time for bug fixing while testing phase Plan to test the application with variety of browsers Provide training to the UAT testers before the UAT takes place Customer need to plan Business users for UAT testing Decide whether the existing servers will be used for testing or new server will be procured Decide if the test server already exists or need to be procured Decide if the test server will be made available by customer or DSIL need to procure the server Get the necessary access to the test server Check and try to have the test server with similar configuration that of Production server Decide whether the test server is used for IT/ST testing ONLY or used for UAT test ONLY or for IT, ST, UAT Ensure that the test server is available at least few weeks before start of the
- 8. testing phase Ensure that all the versions of the s/w on the test server is same as that of Production Check with the customer and decide if the test data can be provided from the existing production Decide what is the volume of test data is required Decide whether Discoverture Solutions need to fetch the test data or Customer Provides the test data Decide if the test data provided can be used as it is or need to be masked in view of the confidentiality Decide if the test data can be provided multiple times in the testing phase because the data is likely to be corrupted very much during the test phase and will become unusable for a long time Plan for preparing the scripts to extract the test data from the existing (production) server - if the customer agrees that Discoverture Solutions can take the test data from the existing server OR plan for export import activity by somebody from DBA knowledge 17. GO-live Plan for go-live strategy Identify the various activities to be performed (system readiness, DB readiness, Interface readiness etc., )to make live Ensure that all activities are ready Prepare the checklist to verify the readiness for go-live Identify the people for playing various roles Identify the production support team Have a bug reporting tool to report the bugs during the production Plan for training to the maintenance team Prepare the necessary documents Inform the N&S to archive the Project data and source code (applicable for projects done from offshore) Get a formal sign off from the customer 18 Miscellaneous Once in a week, the team needs to spend few hours in internal training (either on technical or soft factors or application specific) where few of them take sessions on application/technology/challenges Conduct the project introspection meeting (during the project closure) Conduct the project retrospection meeting (at the middle of the project) Prepare the defect consolidation logs Prepare the metrics on monthly intervals and send them to Quality group Prepare defect retrospection meetings
- 9. For any questions/queries get in touch with [email protected]