| Step
|
Activities
Templates, Tools and Techniques are italicized
|
Deliverable
|
| I1 | - Develop an ideal view showing how the process, supporting organization, and systems should look
- Define call-outs on the “To-Be” outlining solution responses to “As-Is” issues
- Define Functional Requirements Definition for the improvement or solution needed
| Process Map for the “To-Be” (Preliminary) |
| I2 | - Envision Possible Process/System Solution Paths
- List Pros & Cons for possible Process/System solution paths
- Define a preliminary scope definition and corresponding release/phased approach
| Vision & Scope Definition |
| I3 | - Create a list of Ideas for Potential Solutions & Screen/Qualify Each Against the Criteria for Success
- Identify Pro's & Con's of Alternate Solution Paths, including costs and benefits for each solution path
- Write a Solution Statement for Most Promising/Most Viable Solution Paths
- Assess each solution alternative to confirm that root causes are addressed
| Solution Scenarios |
| I4 | - Consider Organizational & Financial Constraints
- Determine Impact to Processes, Systems, Support, & Operations
- Assess hidden risk factors such as system performance, technical compatibility, technical platform risk, and project organization risk
- Assess resource levels and skillset needs
- Determine what the best solution is under the constraints of time and money
| Feasibility Assessment |
| I5 | - Summarize impacts to process based on recommended solution and identify relevant process performance metrics
- Monetize the key process metrics to justify potential business benefits
- Articulate Qualitative, Tangible, & Intangible Costs & Benefits
- Develop Estimates of Quantitative Costs & Benefits
- Review with Key Stakeholders & Gain Approval
| Business Case & ROI Analysis |
| I6 | - Conduct process mapping in detail for the “To-Be” environment
- Describe Organizational Impact for the “To-Be” environment (Preliminary)
| Process Map for the “To-Be” (Detailed/ Updated) |
| I7 | - Develop specifications for new processes, user scenarios, usability, screen flow & navigation, user interfaces, data, applications, administration, infrastructure, security, and/or relevant interfaces
- Identify hand-offs, reporting, and data query needs at multiple levels of the organization
| Functional Specifications |
| I8 | - Develop a Request for Proposal (RFP) Framework, based on requirements
- Develop the Vendor Solution Evaluation Criteria
- Assess vendors through a Pre-Qualification Questionnaire and extend invitations to bid as appropriate
- Conduct demo's, question/answer sessions, and score vendors independently
- Evaluate and score candidate vendor solutions with Proposal Scoring Matrix
- Review submitted proposals and contracts against a Contract Terms & Conditions Checklist \
- Conduct Vendor Reference Calls for candidate vendor solutions
| Vendor Solution Plan |
| I9 | - Develop a skill set needs criteria
- Identify internal and external resource candidates
- Conduct a Resource Interview and skill set testing for each candidate
- Evaluate resources by comparing against established criteria.
- Engage appropriate resources to design, build, test, & implement
| Resource Plan |
| I10 | - Define an Architecture Model of the “To-Be” Process, Organization, and/or System Solution, integrating this with the surrounding current environment
- Outline the impact of this solution to the organization's IT Strategic Roadmap
| Proposed Solution Definition |
| I11 | - Develop a detailed design for new process, screen flow & navigation, user interface, data, application, administration, infrastructure, security, and/or relevant interface components
- Develop technical hand-offs and design for reporting and data query needs at multiple levels of the organization
| Technical Specifications |
| I12 | - Plan how to implement the solution
- Establish operating constraints
- Estimate all costs (one-time, project-duration, and post-live) and develop the Baseline Implementation Budget
- Develop an Implementation Project Plan
- Develop a Risk Management Plan
- Develop an Implementation Roles & Responsibilities Matrix
- Establish an Issue Management Plan
- Establish a Knowledge Management Plan
| Implementation Plan |
| I13 | - Identify critical success factors from a Change Management Framework
- Define change management control items for organization, people, process, & technology
- Establish an Organizational Communication Plan
| Change Management Plan |
| I14 | - Identify points of failure for new process and/or system
- Identify levels of testing needs and associated prioritization
- Define Promotion Plan for levels of testing
- Define Test Cases to mirror requirements and specifications
| Test Strategy & Plan |
| I15 | - Establish a Proof-of-Concept Strategy
- Prepare the Plan & Procedures for Pilot and compare with Pilot Checklist
- Develop Results Measurement Tools for the Pilot
- Develop test criteria for the pilot and develop an appropriate Pilot Test Plan
| Pilot Plan |
| I16 | - Conduct simulations of the new process and/or system
- Conduct the pilot & measure results
- Evaluate pilot results to determine if solution meets or exceeds process improvement objectives
- Identify & review lessons learned from the pilot
| Piloted Solution & Test Results |
| I17 | - Incorporate pilot learning and refinements into implementation
- Identify corrective actions & contingency options for risks
- Provide the discipline of Project Management Review for involved resources
- Manage and communicate the Process Change Activities
- Manage and communicate per the Organizational Communication Plan
- Manage involved vendors and system development activities
- Coordinate the Quality Assurance (QA) Program per the Test Strategy & Plan
| Implementation In-Process |
| I18 | - Conduct Acceptance Testing for the New Process and/or System with direct involvement by customers, users, and/or managers
- Obtain written Acceptance Test Sign-Off from customers, users, and/or managers
| Acceptance Test Results |
| I19 | - Prepare End-User Process-Workflow Documentation and/or System Documentation
- Define a Training Plan & prepare Training Materials
- Identify all affected individuals and conduct training
| Training |
| I20 | - Implement the improved process, organizational changes, and/or new system
- Gather data for key metric items upon implementation complete
- Finalize actual implementation costs and develop a Budget-to-Actual Comparison Worksheet
| Implementation Complete |
| I21 | - Plan the transition of these changes to an Operational Support Plan
- Identify new process owners
- Conduct a transition of process leadership
- Transfer documentation from project team to organizational owners
| Support Process Complete |
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