In the Execute stage of the project, coding begins for custom built solutions and configuration and/or customizations are done for COTS / SaaS products. A Test Strategy should be developed and reviewed with the project team and sponsors before the testing activities are performed.
The PM should ensure that AIMS and O&S resource(s) for the project are engaged in this stage, and providing guidance in the creation of the Application and Database Build Books and the Operational Procedure Manual (OPM). The Service Desk Manager should also be contacted to obtain input into the creation of the Service Desk Support Guide that will be required by when the new solution is implemented. The contacts table in Appendix E of the Project Manager Reference Guide (PMRG) provides specific details on who to contact for various services within the OCIO.
The PM will need to work with the client to create a Chart of Authorities for the new application.
- Copy of Production Data Template (94 KB)
- Data Migration (Conversion) Plan Template
- Implementation Plan Template
- Request for Decommissioning Template (98 KB)
- Test Cases Template
- Test Strategy Template (70 KB)
- Test Strategy Sample (189 KB)
- Training Plan Template (74 KB)
- User Acceptance Test (UAT) Scripts Template
- User Documentation Template
Note: PMs should review their project’s Deliverables Matrix to understand which of the above deliverables are mandatory for their project (deliverable requirements are dependent on project type, size, etc.). The Preliminary Deliverables Matrix is initially completed by the Project Management Office (PMO) in the Initiate stage and PMs should request the PMO complete the Finalized Deliverables Matrix at the end of the Analysis stage (in the event the project type and/or size has changed). PMs are also encouraged to contact the PMO if they feel a deliverable listed as mandatory is not relevant (e.g. eligible for an exemption).
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