NRM SDLC - Planning

Prior to a project beginning, there are certain activities that need to be completed. These activities will vary depending on project type, complexity and size. Projects must be approved by IITD Investment Portfolio and Governance in order to receive resources to proceed.

The Business Solutions Options document is to provide decision makers with an analysis of the viable options for managing a specific business problem or opportunity, and to recommend a preferred option.

It can be used to initiate a course of action such as to develop a detailed business case for the recommended option and/or to strike a new project.

Standards / Guidelines

The standard is to use the template provided below.

Templates

Deliverable Requisite

The Deliverable is optional for all project complexities unless there are similar existing software applications available in the sector, government or as a Commercial Off the Shelf (COTS) Solution.

Samples

There is no sample currently available

The Project Assessment Guide is a standard set of questions used to assist the Business Portfolio Manager in determining what the business problem is that needs to be considered for system solution.

The purpose of a project assessment is to identify, with the business area, initial project business planning information such as the business need, the participants, project timing. This information is captured in the project assessment document.

Standards/Guidelines

A project assessment document must be produced using the template below.

Templates

Deliverable Requisite

An assessment is mandatory for each project complexity level.

Samples

The Complexity Assessment Tool (CAT) is a standard set of evaluation criteria used to assist in the determination of the complexity and risk of work being undertaken for a project.

The CAT is used upfront to guide whether the New Development or Maintenance process of the SDLC applies and further determines the complexity categories of Simple, Moderate, and Complex that relate to the New Development stream.  The results help to determine project deliverables, change control methods, and application delivery approach required for the success of the project.

Standards / Guidelines

The Complexity Assessment Tool standard is for the Business Portfolio Manager (BPM) to fill out the template prior to the Feasibility Whiteboard so the results can be reviewed and confirmed at the meeting.  The minutes, recorded decisions and CAT are all part of the project documentation and must be filed in the appropriate project repository folder(s).

Templates

The following templates are provided:

Complexity Assessment Tool (XLSX) (B.C. Government access only)

Deliverable Requisite

The Complexity Assessment Tool is mandatory for all projects.

Samples

There is no sample currently available.

Resources are the people, facilities, equipment, materials and supplies consumed during the course of the project. Taken together, they make up the total possible costs for the project.

Contact the appropriate PMO to identify resources.

Whiteboard sessions are scheduled at various stages of the project to ensure that the direction being taken is following Natural Resource Sector IM/IT standards.

The purpose of a whiteboard session is to bring together the necessary business and technical resources to determine the best approach and best practices to:

  • Address a business need using information technology;
  • Address a technology issue relating to an application or service provided by the Information Management Branch (IMB); or
  • Achieve decisions that will allow the work to go forward.

There are different types of whiteboards carried out at different times within a project as identified in Usage Within the SDLC.

  • Feasibility Whiteboard – is used to define the business problem and identify potential system solutions that may be viable within the Ministry standard deployments.
  • Technical Whiteboard – is used to confirm the design solution identified by the vendor will fit within the Ministry standard deployment patterns and confirms the technology and servers to be used.
  • Warehouse Whiteboard – is used to get agreement from both DataBC and the operational resources on what and how data will be replicated to the data warehouse.

Standards/Guidelines

Standard booking procedures are available at:

Templates

A whiteboard checklist is available to assist in asking the right questions and documenting the results of the whiteboard sessions:

Deliverable Requisite

A whiteboard session is mandatory for all project complexity levels.

It is expected NRS Projects continue using Whiteboards and Technical Advisory Group (TAG) and Architecture Review Board (ARB) is not intended to replace either Whiteboards or TAGs. If at a Whiteboard or TAG, a solution is recommended that does not conform to NRS architecture, the project must proceed with an ARB Submission and receive exemption before advancing with that solution.

Samples

There is no sample currently available.

Technical Impact Analysis assessment identifies all of the existing business areas, applications and database tables which may be affected/impacted by the project.

It describes the nature and detail of the impact to ensure there is thorough analysis and that required changes to impacted systems can be planned. It confirms the required dependencies in the release schedule for the project to align impacted systems maintenance releases where required. This will help projects to have a clear understanding of possible impacts and communications needed to manage these impacts.

A project manager should use this checklist to confirm they have considered all types of impacts of their project at both a high level during initiation and at a detailed level during the requirements phase of the project.

Standards/Guidelines

The standard is to use the template below to capture the details required.

Templates

Deliverable Requisite

The Project Assessment is optional for all project complexities unless multiple business areas may be impacted by the new application.

Samples

There is no sample currently available.

On the initiation of a new project and subsequent information system, steps must be taken to determine what the impact will be to the stakeholders of this business area in terms of the changes required to business process, skills required and steps required for success.

The purpose of conducting change impact assessment is determine which stakeholders may be impacted and what is required to mitigate the changes.

Standards/Guidelines

A Change Impact Tracker and a Stakeholder Engagement and Assessment must be completed for any new system or major enhancement.

Templates

Deliverable Requisite

An assessment is mandatory for each project complexity level.

Samples

There are no samples currently available.