Fixed Scope Project Activities & Templates
Listed below are each of the Activities for each of the Phases in the Standard BFC Project Life Cycle.
Click on the linked Actiivty names to view more detail about what's invovled or click on the Template names to download that template.
Phase 1 - Project Initiation Phase
|
| Activity |
Download Template |
Roles |
| 1.1. Project Scoping & Briefing Process |
| 1.1.0 Start Proposal |
|
AM |
| 1.1.1 Project Scoping Workshop (optional) |
Project Scoping Guidelines |
AM, BA, Client,PM (Optional) |
| 1.1.2 Decide on System Definition Approach (optional) |
|
AM, PM, BA |
| 1.1.3 Prepare Scope Statement (optional) |
Statement of Scope |
BA |
| 1.1.4 Approve Scope & Send to Client (optional) |
|
AM |
| 1.1.5 Review & Approve Scope (optional) |
|
Client |
| 1.1.6 Complete Proposal |
|
AM |
| 1.1.7 Client Reviews & Accepts Proposal |
|
Client, AM |
| 1.1.8 Send Appropriate Contract |
|
PM |
| 1.1.9 Review, Sign & Return Contract |
|
AM |
| 1.1.10 Update Project Status & File Contract |
|
Contract Manager |
| 1.1.11 Complete Project Brief |
Project Brief |
AM |
| 1.1.12 Walkthrough Project Brief |
|
AM, PM |
| 1.2 Project Set Up & Planning Process |
| 1.2.1 Set Up Job in the Project Management System |
|
PM |
| 1.2.2 Set Up Issues List in Issue Management System |
|
PM |
| 1.2.3 Set Up Project Folders |
Project Directory Structure |
PM |
| 1.2.4 Schedule & Confirm Project Kick Off Meeting |
|
PM, AM |
| 1.2.5 Plan Kick Off Meeting |
Kick Off Meeting Presentation |
PM |
| 1.2.6 Start Project Plan |
Project Plan / Project WBS/Schedule |
PM |
| 1.2.7 Project Kick Off Meeting |
|
PM, BA, Client, AM, Creative Designer |
| 1.2.8 Complete System Definition Phase |
|
|
| 1.2.9 Finalise and Issue Project Plan |
|
PM |
| 1.2.10 Review & Approve Project Plan |
|
PM, Client |
| 1.2.11 Update Project Schedule for Milestone |
|
PM |
Phase 2 - System Definition Process
|
| Activity |
Download Template |
Roles |
| 2.1 Schedule Design & Requirements Workshops |
|
PM, Client |
| 2.2 Design Workshop |
|
PM, Client, Creative Designer |
| 2.3 Produce Design Concepts |
|
Creative Designer |
| 2.4 Requirements Workshop(s) |
|
PM, Client, BA |
| 2.5 Start Requirements Model |
Requirements Model |
BA |
| 2.6 Review & Approve Design Concepts (internally) |
|
PM, Creative Designer, AM (optional) |
| 2.7 Present Design Concepts |
|
PM, Client, Creative Designer |
| 2.8 Review & Approve Concepts |
|
Client |
| 2.9 Update Schedule for Completed Milestone |
|
PM |
| 2.10 Finalise Requirements Model |
|
PM, Client, BA |
| 2.11 Review & Approve Requirements Model |
|
PM |
| 2.12 Walkthrough Requirements Model |
|
BA, Client, PM |
| 2.13 Review & Approve Requirements Model |
Certificate of Acceptance - Requirements |
Client |
| 2.14 Update Schedule for Completed Milestone |
|
PM |
| 2.15 Write Test Plan |
Project Test Plan |
Test Manager |
| 2.16 Review Test Plan |
|
PM |
Phase 3 - Development & Testing Process
|
| Activity |
Download Template |
Roles |
| 3.1 Schedule Project Kick Off Meeting |
|
PM |
| 3.2 Project Kick Off Meeting |
|
PM, Developer(s), Teste Manager, Integrator, Designer |
| 3.3 Schedule Project Kick Off Meeting |
|
PM |
| 3.4 Update Schedule for Completed Milestone |
|
PM |
| 3.5 Technical Design |
System Model |
Developer(s) |
| 3.6 Write Test Cases |
System Test Cases |
Test Manager |
| 3.7 Prepare HTML Templates |
|
Integrator |
| 3.8 Design Review |
|
Designer, PM, Integrator |
| 3.9 Coding |
|
Developers |
| 3.10 Unit Testing |
|
Developers |
| 3.11 Deployment Planning |
Deployment Plan |
Developers |
| 3.12 Deploy to Staging |
|
Developers |
| 3.13 Integration & Content Population |
Content Tracker |
Integrator |
| 3.14 Resolve Integration Queries |
|
Graphic Designer |
| 3.15 Design Review |
|
Designer, PM, Integrator |
| 3.16 Update Schedule for Completed Milestone |
|
PM |
| 3.17 Debug Design Issues |
|
Developer, Integrator |
| 3.18 Run Test Cases (until all pass) |
System Test Report |
Tester |
| 3.19 Review System Test Results & Test Report |
|
PM |
| 3.20 Debug System Test Issues |
|
Designer, PM, Integrator |
| 3.21 Approve for Acceptance Testing |
|
PM |
| 3.22 Update Schedule for Completed Milestone |
|
Designer, PM, Integrator |
Phase 4 - Acceptance Process
|
| Activity |
Download Template |
Roles |
| 4.1 Walk Client Through Test Plan and Test Cases |
|
PM, Client |
| 4.2 Run Test Cases & Record Issues |
Acceptance Testing Results |
Client |
| 4.3 Review Test Results |
|
PM |
| 4.4 Create Issues & Assign |
|
PM |
| 4.5 Resolve Issues as Assigned |
|
Developers, Integrator |
| 4.6 Test Resolved Issues |
|
PM |
| 4.7 Report Status of Issues to Client |
|
PM |
| 4.8 Notify Client when to Re-test/Re-run test cases |
|
PM |
| 4.9 Re-run Test Cases |
|
Client |
| 4.10 Send Accpetance Cert |
|
PM |
| 4.11 Sign Accpetance Cert (if all pass) |
Acceptance Certificate re Development & Acceptance Testing |
Client |
| 4.12 Approve for Deployment |
|
PM |
| 4.13 Update Schedule for Completed Milestone |
|
PM |
Phase 5 - Deployment & Review
|
| Activity |
Download Template |
Roles |
| 5.1 Approve Application for Deployment |
|
PM |
| 5.2 Deploy Site to Live Environment |
|
Developer |
| 5.3 Run Test Cases on Live Site |
Test Results & Test Report |
Tester |
| 5.4 Review Test Results & Report |
|
PM |
| 5.5 Resolve Testing Issues |
|
Developer |
| 5.6 Deploy Changes |
|
Developer |
| 5.7 Schedule Project De-Briefing Meeting |
|
PM |
| 5.8 Project De-Briefing Meeting |
Project De-Brief Report |
PM, Client, AM |
| 5.9 Maintain Client Activity |
|
AM |
| 5.10 Request Support / Report Bug |
NCI's & Support Requests |
Client |
| 5.11 Review & Assign Issues |
|
PM |
| 5.12 Resolve Issues |
|
Developer |
| 5.13 Test Resolved Issues |
|
Tester |
| 5.14 Deploy Patches |
|
Deployment Notes |
| 5.15 Close Project at End of Warranty Period |
|
PM |
| 5.16 Update Schedule for Completed Milestone |
|
|
Phase - Change Management
|
| Activity |
Download Template |
Roles |
| 6.1 Identify Need for Change to Requirements |
|
PM, Client |
| 6.2 Create Change Request |
Change Request (PROMAN Issue item) |
PM, Client |
| 6.3 Assign Change Request for Impact Analysis |
|
PM |
| 6.4 Perform Initial Review of Change Request |
|
Developer |
| 6.5 Produce Impact Analysis Report |
Impact Analysis Report |
Developer |
| 6.6 Review Impact Analysis Report |
|
PM |
| 6.7 Create Variation Notice |
Variation Notice |
PM |
| 6.8 Review Variation Notice |
|
Client |
| 6.9 Reject / Approve Variation(s) |
|
Client |
| 6.10 Update Project Artefacts & Create/Modify Work Orders |
|
PM |
| 6.11 Assign (Approved) Variation Work Order(s) |
|
PM |
| 6.12 Communicate Changes to Project Team |
|
PM |
| 6.13 Modify Work Products (Implement Variations) |
|
Developer |
| 6.14 Update Variation Work Order(s) Status |
|
Developer |
| 6.15 Review Completed Deliverables |
|
PM |
| 6.16 Update Variation Work Order Status |
|
PM |
Phase - Project Monitoring & Control
|
| Activity |
Download Template |
Roles |
| 7.1 Monitor Project Parameters Daily |
|
PM |
| 7.2 Schedule Team Progress Meetings |
|
PM |
| 7.3 Complete Team Member Progress Report |
Team Member Progress Report |
Developer, Integrator |
| 7.4 Team Progress Meeting |
|
PM, Developer, Integrator |
| 7.5 Update Project Artefacts |
|
PM |
| 7.6 Complete Project Progress Report |
Project Progress Report |
PM |
| 7.7 PMC Meeting |
PMC Meeting Agenda |
PM, Process Manager/MD |
| 7.8 Update Project Artefacts |
|
PM |
| 7.9 Communication Corrective Action Requirements |
|
PM |
| 7.10 Schedule Client Progress Meeting |
|
PM |
| 7.11 Prepare Client Progress Report |
Client Progress Report |
PM |
| 7.12 Client Progress Meeting |
|
PM, Client |
| 7.13 Update Schedule for Completed Milestone |
|
PM |
|
