Planning - Case Study
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- Pages: 32
Goal • Organization goal – Develop process oriented culture
• Objective - To develop inclination to effective planning practice in the organization
GROW • • • •
Goal Reality Options Will
Definitions - Plan • In simple terms - think out; prepare in advance • how do we intend to achieve what we wanted to achieve • Any detailed scheme, program, or method worked out beforehand for the accomplishment of an object; a proposed or tentative project or goal or course of action. • A drawing or diagram made to scale showing the structure or arrangement of something
good, bad, noble, worthy, silly, small, big, large, short-term, long-term, successful, failure, correct, improper, conscious, unconscious, needed, not needed, structured, unstructured, formal, in-formal, ad-hoc, aggressive, pessimistic, optimistic, realistic, imaginary, visionary etc…
Planning in real life ‘failing to plan means planning to fail’ • • • • • • • • •
Games - Football, cricket, sports, Travel (Tour) Life Security ( Insurance, Savings etc.. ) Get-Together ( Parties, Festivals, Functions etc..) Self Improvement ( Education, Career, work etc..) Organization Manufacturing - Production, Materials Military, Warfare Town, City …….. The list is endless …..
Case Study • I require a small POS application immediately ( yesterday...? ) for my cash billing purposes. Right now, I am using an Freeware application which satisfies my billing, however the performance is very low and not able to generate report at the day end. In a typical day, I expect around 1000 cash bills to be printed. Purchase, Stock Maintenance may be looked into the latter phase. In short, I am looking for ONLY two primary options in the solution Product Master, Cash Bill only and nothing beyond it. Money is not a constraint for the right performing solution. Give me a proposal.
Case Study I require a small POS application immediately ( yesterday...? ) for my cash billing purposes.
Case Study Currently, I am using a Freeware application.
Case Study Satisifies billing purposes, but not reporting needs
Case Study Need to print on an average of 1000+ bills per day..… should be really faster
Case Study Need two options only – Product, Cash Bill. All other we can look into the next phase
Case Study Don’t worry about money….(?!) Give me a proposal
Business @ speed of thought….????!!!
Action @ speed of thought ….????!!! • • • •
Requirement is clear Only two options are required Does not require very deep thinking Could complete even with novice programmers. We will give them an opportunity to learn
Plan @ speed of thought …….???!!!
Analysis • Planning • Requirements & Usage • Resource
Analysis - Planning Date
Order
October 1, 2007
1
Analysis & Design
2
9:00
11:00
2:00
2
Requirements Knowledge Transfer
5
11:00
16:00
5:00
3
Product
5
16:00
18:00
2:00
3
Sales
10
16:00
18:00
2:00
3
Product
5
9:00
12:00
3:00
3
Sales
10
9:00
17:00
8:00
4
Testing
5
17:00
18:00
1:00
4
Documentation
10
17:00
18:00
1:00
4
Testing
5
9:00
13:00
4:00
4
Documentation
10
9:00
18:00
9:00
October 4,2007
5
Trial
October 5,2007
6
Go-Live
October 2, 2007
October 3,2007
Task
Estimated
From
To
Hours Spent
Analysis - Planning Some “assumptions” (?!!!) in the plan – No break time – lunch, meetings, etc.. – No bugs produced in Testing – Master and Transaction in parallel – Testing and Documentation in parallel – Resources are available accurately – No need for reviews – No risks and contingency faced – Acceptance of deliverable at one shot
Analysis - Requirement
• What is the software currently being used ? • Can you explain what the customer meant by “perform • What reports the customer is not getting in the current satisifed ? • Have you perceived need for printing options other than the billing option ? • Can you list the user conveniences that you have plann • Have you perceived the need for “Search” option ? • Did you ever feel there could be “inactive” items? • How you are sure that you have perceived correctly that is in the customer’s mind ?
Communication time required to complete all the queries…… ?
Assume that all these have been cleared, and have been completed also. Still, do you feel that go-live can happen successfully ?
NO... all most all items have to be entered – a provision to add a new item name while staying in the billing form – still another dimension would come in the customer would say "why don't you import the existing names?” – this leads to another series of question in what way, the existing data can be exported ? excel, csv, txt, doc, database – how quick it can be done ?
Once again let us assume the previous case is also done. Is the customer still going to be comfortable ?
Possibility of saying “NO” still exists taxes – different tax rates, or only one tax rate? discount – festival discount, sales discount suspending a bill – while billing, additional shopping revoking a bill – resume from previous billing backup - safety restore purging of data - performance
Analysis - Resource
• You committed for 02/10/2007 – Are you sure that you want to commit on a National Holiday? • You planned for the resource, but no commitment on any front that the resource would be available ( other team resource ). • If it is your own resource, have you checked the possibility of utilizing the resource ? • If you have planned for a good resource, have you checked the load ? • Have you checked with the resource calendar – leave days, work (shift ) timings ?
Analysis - Resource • How you have made sure the resource is effectively utilized? For example, if a resource is working across projects, after deployment is over, customer is keeping on giving on changes and hence the resource cannot be released or the resource fails to get released ... in the event of enjoying some sweet idle time ... • Have you checked the whether the database is in ready state to use? If it is not ready, how the time taken to get ready with the database will be reflected in the plan? • How you have planned to deliver the solution ? FTP, CD etc.. • Would you really like to deliver the solution without any review – code, functional etc..? Can it be inclusive of the task hours itself ?
Lapses identified With all these analysis, we arrive at: • Be aware of the resource schedule and utilization • Capture the effort till the close out • Capture the lessons learnt • Improve upon requirements clarity, requirements elicitation • Improve on the domain knowledge
Requirements for Planning • • • • • •
Begin with the end in mind Common Sense Applying “Conscious knowledge” Domain Information Analytical and Reasoning capabilities Capability of identifying risk situations
Advantages • Provides informed direction • Provides a better basis for decision-making on • • • •
time, cost, quality risks
• Helps to avoid • • • •
conflict ambiguity defining the role clearly duplication of efforts
• Objective - To develop inclination to effective planning practice in the organization
GROW • • • •
Goal Reality Options Will
Definitions - Plan • In simple terms - think out; prepare in advance • how do we intend to achieve what we wanted to achieve • Any detailed scheme, program, or method worked out beforehand for the accomplishment of an object; a proposed or tentative project or goal or course of action. • A drawing or diagram made to scale showing the structure or arrangement of something
good, bad, noble, worthy, silly, small, big, large, short-term, long-term, successful, failure, correct, improper, conscious, unconscious, needed, not needed, structured, unstructured, formal, in-formal, ad-hoc, aggressive, pessimistic, optimistic, realistic, imaginary, visionary etc…
Planning in real life ‘failing to plan means planning to fail’ • • • • • • • • •
Games - Football, cricket, sports, Travel (Tour) Life Security ( Insurance, Savings etc.. ) Get-Together ( Parties, Festivals, Functions etc..) Self Improvement ( Education, Career, work etc..) Organization Manufacturing - Production, Materials Military, Warfare Town, City …….. The list is endless …..
Case Study • I require a small POS application immediately ( yesterday...? ) for my cash billing purposes. Right now, I am using an Freeware application which satisfies my billing, however the performance is very low and not able to generate report at the day end. In a typical day, I expect around 1000 cash bills to be printed. Purchase, Stock Maintenance may be looked into the latter phase. In short, I am looking for ONLY two primary options in the solution Product Master, Cash Bill only and nothing beyond it. Money is not a constraint for the right performing solution. Give me a proposal.
Case Study I require a small POS application immediately ( yesterday...? ) for my cash billing purposes.
Case Study Currently, I am using a Freeware application.
Case Study Satisifies billing purposes, but not reporting needs
Case Study Need to print on an average of 1000+ bills per day..… should be really faster
Case Study Need two options only – Product, Cash Bill. All other we can look into the next phase
Case Study Don’t worry about money….(?!) Give me a proposal
Business @ speed of thought….????!!!
Action @ speed of thought ….????!!! • • • •
Requirement is clear Only two options are required Does not require very deep thinking Could complete even with novice programmers. We will give them an opportunity to learn
Plan @ speed of thought …….???!!!
Analysis • Planning • Requirements & Usage • Resource
Analysis - Planning Date
Order
October 1, 2007
1
Analysis & Design
2
9:00
11:00
2:00
2
Requirements Knowledge Transfer
5
11:00
16:00
5:00
3
Product
5
16:00
18:00
2:00
3
Sales
10
16:00
18:00
2:00
3
Product
5
9:00
12:00
3:00
3
Sales
10
9:00
17:00
8:00
4
Testing
5
17:00
18:00
1:00
4
Documentation
10
17:00
18:00
1:00
4
Testing
5
9:00
13:00
4:00
4
Documentation
10
9:00
18:00
9:00
October 4,2007
5
Trial
October 5,2007
6
Go-Live
October 2, 2007
October 3,2007
Task
Estimated
From
To
Hours Spent
Analysis - Planning Some “assumptions” (?!!!) in the plan – No break time – lunch, meetings, etc.. – No bugs produced in Testing – Master and Transaction in parallel – Testing and Documentation in parallel – Resources are available accurately – No need for reviews – No risks and contingency faced – Acceptance of deliverable at one shot
Analysis - Requirement
• What is the software currently being used ? • Can you explain what the customer meant by “perform • What reports the customer is not getting in the current satisifed ? • Have you perceived need for printing options other than the billing option ? • Can you list the user conveniences that you have plann • Have you perceived the need for “Search” option ? • Did you ever feel there could be “inactive” items? • How you are sure that you have perceived correctly that is in the customer’s mind ?
Communication time required to complete all the queries…… ?
Assume that all these have been cleared, and have been completed also. Still, do you feel that go-live can happen successfully ?
NO... all most all items have to be entered – a provision to add a new item name while staying in the billing form – still another dimension would come in the customer would say "why don't you import the existing names?” – this leads to another series of question in what way, the existing data can be exported ? excel, csv, txt, doc, database – how quick it can be done ?
Once again let us assume the previous case is also done. Is the customer still going to be comfortable ?
Possibility of saying “NO” still exists taxes – different tax rates, or only one tax rate? discount – festival discount, sales discount suspending a bill – while billing, additional shopping revoking a bill – resume from previous billing backup - safety restore purging of data - performance
Analysis - Resource
• You committed for 02/10/2007 – Are you sure that you want to commit on a National Holiday? • You planned for the resource, but no commitment on any front that the resource would be available ( other team resource ). • If it is your own resource, have you checked the possibility of utilizing the resource ? • If you have planned for a good resource, have you checked the load ? • Have you checked with the resource calendar – leave days, work (shift ) timings ?
Analysis - Resource • How you have made sure the resource is effectively utilized? For example, if a resource is working across projects, after deployment is over, customer is keeping on giving on changes and hence the resource cannot be released or the resource fails to get released ... in the event of enjoying some sweet idle time ... • Have you checked the whether the database is in ready state to use? If it is not ready, how the time taken to get ready with the database will be reflected in the plan? • How you have planned to deliver the solution ? FTP, CD etc.. • Would you really like to deliver the solution without any review – code, functional etc..? Can it be inclusive of the task hours itself ?
Lapses identified With all these analysis, we arrive at: • Be aware of the resource schedule and utilization • Capture the effort till the close out • Capture the lessons learnt • Improve upon requirements clarity, requirements elicitation • Improve on the domain knowledge
Requirements for Planning • • • • • •
Begin with the end in mind Common Sense Applying “Conscious knowledge” Domain Information Analytical and Reasoning capabilities Capability of identifying risk situations
Advantages • Provides informed direction • Provides a better basis for decision-making on • • • •
time, cost, quality risks
• Helps to avoid • • • •
conflict ambiguity defining the role clearly duplication of efforts
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