3.11 Documents Created During Project Development Phase

Beta Plan ”Created. The Beta Plan is a document developed by project marketing and QA. The purpose of a Beta Plan is to define the roles and responsibilities that will be required of the people participating in the beta process. The Beta Plan details the qualifications required to become a beta site along with the technologies and procedures that will be tested .

Beta Questionnaire ”Created. The Beta Questionnaire is a document that needs to be modified and updated for each project. This document should be sent to each beta user. Business Development should call each user to confirm the user site details.

Doc Plan ”Frozen. This is a plan created by Documentation outlining the manuals and help files that will be developed. The plan details the scope of each manual and help file with an outline that includes chapters and the detail within each chapter for any manual or help file that will be produced.

Executive Sign-Off. This is a sign-off sheet the Project Manager presents to the executives in the phase review. At the end of each phase review presentation, each member of the executive staff reviews the phase sign-off, reflects on the information presented, and decides if she will allow the project to proceed to the next stage of the project life cycle. On the bottom of this document each executive signs her name and whether she approves or disapproves of continuing to the next phase.

Phase Review Presentations. This is a sample presentation that would be filled in by the project team for the presentation to executive staff.

Phase Sign-Off. At the end of each phase, before the review presentation, each member of the project team reviews a document that contains information similar to that found in the Summary of Deliverables by Department section of this chapter. The Project Manager reviews this list in a team meeting and places the word complete or the date the deliverable will be complete by each team deliverable . The team then votes if they agree all deliverables have been met. Once the team agrees that all phase deliverables have been met, it can present the project status at the phase review. The annotated Summary of Deliverables by Department sheet is attached to the Phase Sign-Off Document. The Phase Sign-Off Document identifies the project and phase and has a place for each member of the team and each executive to sign if they agree the project meets the requirements of that phase and can move to the next one.

Test Plan ”Frozen. The QA organization develops a detailed plan outlining what features they will test, how they will test these features, what the escalation procedures are, and how they will define bug severity.

3.11 in a Nutshell

The following documents were created in Phase 3:

• Beta Plan

• Beta Questionnaire

• Doc Plan (frozen)

• Executive Sign-Off

• Phase Review Presentations

• Phase Sign-Off

• Test Plan