Process or Stage Recommended project artifact (documentation) Traditional (waterfall) Guidelines Agile Guidelines

Initiation Processes
Product vision

  • IT Project Initiation Form
  • Project Charter
  • Agree to a vision for the project, define the major goals & project justification (why do this project)
  • Bring together the core team members and the stakeholders
  • Assign a project manager and establish others' roles and responsibilities
  • As much as possible, identify the resources needed, the cost estimates, and a broad timeline
  • Obtain approval to move forward with detailed planning
  • Product vision
  • Definition of what your product is
  • How the product will support your company or organization’s strategy
  • Who will use the product

Planning Processes


Product roadmap

  • IT Project Scorecard
  • IT Project Security Initial Review
  • IT Project Scope form
  • Collect requirements as needed. Some options include, focus group sessions, stated stakeholder requirements, and surveys
  • Begin developing the project scope by describing, in sufficient detail, the project's deliverables and the work required to accomplish those deliverables
  • Begin development of a work plan that details the activities or tasks required, including time and cost estimates
  • Determine resources and staffing needs (resources can be special skills, hardware, software, services, etc.)
  • Identify special skills needed to accomplish project tasks
  • Assess project procurement needs of goods and services and determine best course of action
  • Develop a budget plan to include the life cycle cost or total cost of ownership, projected out 3-5 years
  • Assess the communication needs and prepare a communication plan if required
  • Perform a risk assessment, analysis, and plan, if required, and include mitigation options as appropriate
  • Assess the security issues for the project and its deliverable(s). Send a completed IT project security initial review form to the IT Security Office
  • Analyze testing needs and plan accordingly
  • Assess training needs and develop a strategy or plan as appropriate
  • Plan for project changes and how they are documented and submitted, responsibilities, and steering committee membership
  • Plan for project quality management including a strategy, quality assurance, and quality control activities
  • Analyze need for independent verification & validation (IV&V) and plan accordingly
  • Complete the scope document that includes how to verify completion of deliverables and how to manage scope change requests
  • Document any lessons learned up to this stage in the project
  • Obtain approval to move forward with executing the project plan
  • Product roadmap
  • Create user stories
  • A high-level view of the product backlog
  • Loose time frame for when you will develop those requirements
  • Prioritizing and roughly estimating the effort for those requirements
  • Identify Product owner
  • Identify Scrum Master and the Scrum Team

Executing Processes


Release plan

  • Status reports
  • Assemble and develop the project team (training, etc.)
  • Procure or secure required resources (hardware, services, software, etc.)
  • Review security plan with project team. Make sure security issues are prominent and addressed
  • Implement quality assurance procedures
  • Make project information and status available to stakeholders
  • Release plan
  • Identify a high-level timetable for the release of working software
  • Prioritize Product Backlog
  • Typical release includes three-to-five sprints
  • Create a release plan at the beginning of each release

Monitoring & Controlling Processes


Sprint planning,

Daily meetings,

Sprint review

  • Status reports
  • For major projects: Independent Verification & Validation (IV&V)
  • IT Project Security final review
  • Change control and management - modifications of original project scope, cost, schedule and technical strategies
  • Direct and lead the project team
  • Manage project progress
  • Implement quality control plan
  • As required, implement independent verification & validation (IV&V) plan
  • Measure project performance against the plan
  • Ensure project progresses according to the plan
  • Manage project issues and risks
  • Conduct status review meetings
  • Disseminate status reports
  • Implement testing plan
  • Plan for a final project security review. Send a completed IT project security final review form to the IT Security Office
  • As appropriate, implement training plan
  • Document any lessons learned up to this stage in the project
  • Obtain approval to close the project
  • Sprint planning
  • Identify Definition of Done for that Sprint
  • Pick user stories from Product Backlog and create Sprint Backlog for that Sprint
  • Daily standup meetings
  • What you completed yesterday, what you will work on today, and any roadblocks you have
  • Sprint review, demonstrate the working product created during the sprint to the product stakeholders
  • Sprint Retrospective

Closing Processes


Sprint retrospective

  • Lessons Learned
  • IT Project Closing form
  • Obtain acceptance of project deliverables
  • Outline the long-term operational implications then hand off operations and support responsibilities
  • Document or summarize costs spent on project and close any purchase orders
  • Document any timeline changes (schedule compression and/or overruns)
  • Document the lessons learned over the course of the project
  • Formalize closure
  • Obtain sign-off from project sponsor and project manager
  • Archive project documentation
  • Releasing the developed user stories to production