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I. Solution Delivery Fundamentals
by Michael S. V. Turner
Microsoft® Solutions Framework Essentials
Microsoft® Solutions Framework Essentials: Building Successful Technology Solutions
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Acknowledgments
Introduction
Who Should Read This Book
How to Apply the Information in This Book
What Essentials Have Changed with MSF v4?
Changed
Foundational Principles
Key Concepts
Team Model
Process Model
Miscellaneous Changes
New
Scheduling Process
Risk Mitigation Trigger
Empowerment Readiness
Requirement Prioritization
Governance Track
Significant Clarifications and/or Enhancements
Help Evolve MSF
Training
Support for This Book
Questions and Comments
I. Solution Delivery Fundamentals
1. What Is MSF and Is It Right for You?
The History and Origins of Microsoft Solutions Framework
Why a "Framework"?
How Is MSF Different?
Key Elements of MSF v4.0
Summary
2. Understanding Solution Delivery Environments
Assessing Environmental Challenges
Business Environment
Corporate Culture
Frozen in the Past
The Abyss
Potential
Leader
Internal Governance: Process and Procedure Challenges
People Challenges
Skills
Team Chemistry
Organizational Structure
Technology Challenges
Optimizing Constraints
Costs
Process
Tools
Schedule
Quality
Scope
Legacy Solutions
Risk
Technology
Overcoming Environmental Challenges
Identifying Opportunities Within a Challenging Business Environment
Summary
3. Foundational Principles, Mindsets, and Proven Practices
Foundational Principles
Foster Open Communications
Open Communications in MSF
Work Toward a Shared Vision
Shared Vision in MSF
Empower Team Members
Empowering Team Members in MSF
Establish Clear Accountability and Shared Responsibility
Accountability and Responsibility in MSF
Deliver Incremental Value
Delivering Incremental Value in MSF
Stay Agile, Expect and Adapt to Change
Agility in MSF
Invest in Quality
Investing in Quality in MSF
Learn from All Experiences
Learning from All Experiences in MSF
Partner with Customers
Partnering with Customers in MSF
Mindsets
Foster a Team of Peers
Focus on Business Value
Keep a Solution Perspective
Take Pride in Workmanship
Learn Continuously
Internalize Qualities of Service
Practice Good Citizenship
Deliver on Your Commitments
Proven Practices
Use Small, Multidisciplinary Teams
Enable Teams to Work Together at a Single Site
Motivated Teams Are More Effective
Get Specific Early
Summary
4. Building an MSF Team
MSF Team Model: Team of Advocates
Team of Advocates
Quality Goals: Team of Quality Champions
Satisfied Stakeholders
Coordinate Identification and Optimization of Project Constraints
Define Solution Within Project Constraints
Deliver Solution Within Project Constraints
Design Solution Within Project Constraints
Build Solution to Specification
Confirm All Aspects of a Solution Meet or Exceed Their Respective, Defined Quality Levels
Maximize Solution Usability
Maximize User Readiness and Effectiveness
Smooth Deployment and Transition to Operations
Constituents: Team of Ambassadors
Functional Areas: Team of Representatives
Foundational Principles Applied to Teaming
Foster Open Communications
Work Toward a Shared Vision
Empower Team Members
Establish Clear Accountability, Shared Responsibility
Deliver Incremental Value
Stay Agile, Expect and Adapt to Change
Invest in Quality
Learn from All Experiences
Partner with Customers
MSF Team Model Fundamentals
Relating Roles to Advocacy Groups and Functional Areas
Define and Design a Solution with All Roles Represented
The MSF Team Model Is Not an Organization Chart
Use Small Teams, Working in Parallel with Frequent Synchronization Points
Project Management Discipline
Product Management Advocacy Group
Advocates
Constituency
Quality Goals
Focus
Functional Areas
Marketing/Corporate Communications
Key Responsibilities
Key Activities
Business Analyst
Key Responsibilities
Key Activities
Product Planning
Key Responsibilities
Key Activities
Program Management Advocacy Group
Advocates
Constituency
Quality Goals
Focus
Functional Areas
Project Management (PjM)
Key Responsibilities
Key Activities
Program Management (PgM)
Key Responsibilities
Key Activities
Resource Management
Key Responsibilities
Key Activities
Process Assurance
Key Responsibilities
Key Activities
Project Quality Management
Key Responsibilities
Key Activities
Project Operations
Key Responsibilities
Key Activities
Architecture Advocacy Group
Advocates
Constituency
Focus
Quality Goal
Functional Areas
Solution Architecture
Key Responsibilities
Key Activities
Technical Architecture
Key Responsibilities
Key Activities
Development Advocacy Group
Advocates
Constituency
Focus
Quality Goal
Functional Areas
Key Responsibilities
Key Activities
Test Advocacy Group
Advocates
Constituency
Focus
Quality Goal
Functional Areas
Functional Testing
Key Responsibilities
Key Activities
System Testing
Key Responsibilities
Key Activities
User Experience Advocacy Group
Advocates
Constituency
Focus
Quality Goal
Functional Areas
Accessibility
Key Responsibilities
Key Activities
Internationalization
Key Responsibilities
Key Activities
Technical Support Communications
Key Responsibilities
Key Activities
Training
Key Responsibilities
Key Activities
Usability
Key Responsibilities
Key Activities
User Interface Design
Key Responsibilities
Key Activities
Release/Operations Advocacy Group
Advocates
Constituency
Focus
Quality Goal
Functional Areas
Release Management
Key Responsibilities
Key Activities
Delivery Infrastructure
Key Responsibility
Key Activities
Operations
Key Responsibility
Key Activities
Build Manager
Key Responsibility
Key Activities
Tools Administrator
Key Responsibility
Key Activities
Summary
Adapting the Team Model
Scaling Down: Combining Advocacy Groups for Smaller Teams
Scaling Up: Expanding Advocacy Groups for Larger Teams
Feature Teams
Function Teams
Summary
5. Managing Project Risks
What Is Risk (and Why You Should Care)?
Managing Risks Throughout a Project
MSF Risk Management Discipline
Risk Management Planning
Integrating Risk Management in a Project Life Cycle
Managing Risk Across a Portfolio of Projects
Creating a Risk Management Culture
Foundational Principles Applied to Risk Management
Foster Open Communications
Work Toward a Shared Vision
Empower Team Members
Establish Clear Accountability, Shared Responsibility
Deliver Incremental Value
Stay Agile, Expect and Adapt to Change
Invest in Quality
Learn from All Experiences
Partner with Customers
MSF Risk Management Fundamentals
Risk Is Inherent in Any Project or Process
Proactive Risk Management Is Most Effective
Treat Risk Identification as Positive
Continuous Assessment
Maintain Open Communications
Specify, Then Manage
Don’t Judge a Situation Simply by the Number of Risks
MSF Risk Management Process
Step 1: Identify Risks
Goals
Inputs
Risk Identification Activities
Risk Classification
Risk Statements
Outputs
Initial Master Risk List
Extended Risk Statements
Step 2: Analyze and Prioritize Risks
Goal
Inputs
Risk Analysis Activities
Risk Probability
Risk Impact
Single-Attribute Impact Scoring
Multiattribute Impact Scoring
Risk Prioritization Activities
Risk Exposure: Simple Prioritization Approach
Multiattribute Prioritization Approach
Deactivating Risks
Outputs
Prioritized Master Risk List
Top Risks List
Additional Analysis Methods
Step 3: Plan and Schedule to Manage Risks
Goals
Inputs
Risk Planning Activities
Exposure Reduction
Risk Action Planning
Research
Accept
Avoid
Transfer
Mitigation
Contingency
Risk Scheduling Activities
Outputs
Updated Master Risk List
Risk Action Plan
Updated Project Schedule and Project Plan
Step 4: Track and Report Risk Status
Goals
Inputs
Risk Tracking Activities
Risk Reporting Activities
Outputs
Risk Status Report
Step 5: Control Risk
Goals
Inputs
Risk Control Activities
Outputs
Change Control Request
Contingency Plan Outcome Report
Step 6: Learn from Risks
Goals
Inputs
Risk Learning Activities
Capturing Learning About Risk
Managing Learning from Risks
Retaining Learning from Risks
Outputs
Risk Knowledge Base
Context-Specific Risk Classifications
Summary
6. Establishing a Solution Delivery Lifecycle
Solution Delivery Environment
The Microsoft Solution Delivery Lifecycle
Foundational Principles Applied to Solution Delivery Lifecycle
Foster Open Communications
Work Toward a Shared Vision
Empower Team Members
Establish Clear Accountability, Shared Responsibility
Deliver Incremental Value
Stay Agile, Expect and Adapt to Change
Invest in Quality
Learn from All Experiences
Partner with Customers
Solution Delivery Lifecycle Fundamentals
How Much Governance Is Needed? How Much Is Too Much?
Start Working and Delivering as Soon as Possible
Good Implementation Is Essential
MSF Governance Model
Tracks
Enactment Tracks
Governance Track
Work Streams and Swim Lanes
Checkpoints
Major Checkpoints
Interim Checkpoints
Checkpoint Reviews
Iterative Approach
Iterative Approach Fundamentals
Create Living Documents
Baseline Early, Freeze Late
Check-In
Daily Builds
Iteration
Versioned Releases
Create an Incremental Release Strategy
Deliver Core Functionality First
Prioritize Using Risk-Driven Scheduling
Cycle Through Iterations Rapidly
Establish Configuration Management
Establish Change Control
Adapting the Microsoft Solution Delivery Lifecycle
Summary
II. Inner Workings of Solution Delivery
7. MSF Envision Track: Defining a Solution
Goals
Team Focus
Key Deliverables
Key Checkpoints
Major Checkpoint
Vision/Scope Approved
Interim Checkpoints
Core Team Organized
Vision/Scope Baselined
Understanding Stakeholders
Identifying Stakeholders
Prioritizing Stakeholders
Understanding Key Stakeholders
Selecting and Preparing a Project Team
MSF Readiness Management Discipline
Foundational Principles Applied to Readiness
Foster Open Communications
Work Toward a Shared Vision
Empower Team Members
Establish Clear Accountability, Shared Responsibility
Deliver Incremental Value
Stay Agile, Expect and Adapt to Change
Invest in Quality
Learn from All Experiences
Partner with Customers
MSF Readiness Management Fundamentals
Understand the Experience Within Each Team Member
Readiness Must Be Continuously Managed
Carry Out Readiness Planning
Measure and Track Skills and Goals
Treat Readiness Gaps as Risks
Avoid Single Points of Failure in Skills Coverage
Readiness and the MSF Team and Governance Models
MSF Readiness Management Process
Step 1: Define
Scenarios
Competencies
Proficiencies
Step 2: Assess
Measure Individual Knowledge, Skills, and Abilities
Revisit Readiness Needs
Identify and Analyze Readiness Gaps
Create Learning Plans
Step 3: Change
Implement Learning Plans
Track Progress
Step 4: Evaluate
Review Results
Manage Knowledge
Project Structure Document (Deliverable)
Defining a Solution
Defining the Problem or Opportunity
Creating a Shared Vision
Defining High-Level Requirements
"Finding" Requirements
Writing Requirements
Creating User Profiles
Forming Solution Design Strategies
Architectural Design Strategy
Technical Design Strategy
Developing a Conceptual Understanding of a Solution
Defining Acceptance Criteria
User Acceptance Criteria
Operations Acceptance Criteria
Customer Acceptance Criteria
Scoping a Solution
Managing Project Trade-offs
Project Trade-off Triangle
Project Trade-off Matrix
Assessing Risk (Deliverable)
Establishing a Basis for Review and Change
Establishing Traceability
Drafting a Vision/Scope Document (Deliverable)
Success Criteria for an Envision Track
8. MSF Plan Track: Planning a Solution
Goal
Team Focus
Key Deliverables
Key Checkpoints
Major Checkpoint
Project Plans Approved
Interim Checkpoints
Technology Validation Completed
Functional Specification Baselined
Master Project Plan Baselined
Master Project Schedule Baselined
Supporting Environments Set Up
Planning What to Build
Decomposing and Refining Requirements
How Much Specificity Is Needed?
Qualities of Service
Prioritizing Requirements
Documenting Requirements in a Functional Specification (Deliverable)
Planning How to Build
Evolving a Solution Design
Conceptual Design
Logical Design
Physical Design
Creating a Master Project Plan (Deliverable)
Communications Plan
Roles and Responsibilities
Staffing Plan
Readiness Plans
Risk and Issue Management Plan
Configuration Management Plan
Change Management Plan
Quality Management Plan
Test Plan
Pilot Plan
Training Plan
Deployment Plan
Change Enablement Plan
Knowledge Management Plan
Disaster Recovery Plan
Purchasing and Facilities Plan
Security Plan
Integration Management Plan
Benefit Analysis Plan
Capacity Plan
Budget Plan
Planning When to Build
Step 1: Identify Tasks
Step 2: Estimate Work to Complete Tasks
Step 3: Identify Task Dependencies
Step 4: Identify Who Will Perform the Task
Step 5: Determine When Tasks Will Be Performed
Creating a Master Project Schedule (Deliverable)
Preparing Supporting Environments
Development Environment
Test Environment
Staging Environment
Training Environment
Research Environment
Success Criteria for a Plan Track
9. MSF Build Track: Building a Solution
Goal
Team Focus
Key Deliverables
Key Checkpoints
Major Checkpoint
Scope Complete
Interim Checkpoints
Prototyping Completed
Internal Solution Release 1 Through n Completed
Executing Project Plans
Testing a Solution
Types of Tests
Issue Tracking and Remediation
Step 1: Report
Step 2: Prioritize and Assign
Step 3: Resolve
Step 4: Close
Step 5: Retire
Success Criteria for Build Track
10. MSF Stabilize Track: Stabilizing a Solution
Goal
Team Focus
Key Deliverables
Key Checkpoints
Major Checkpoint
Release Readiness Approved
Interim Checkpoints
1st through nth Functional Testing Pass Completed
Issue Convergence
User Interfaces Stabilized
Issue Log Cleared
Preproduction Testing Completed
Release Candidate 1 Through n Completed
System Testing Completed
User Acceptance Testing Completed
Pilot Completed
Getting to "Done"
What Is Done?
Predicting Done
Assessing Solution Stability
Regression Testing
Functional Testing
Usability Testing
System Testing
Deployment Testing
Disaster Recovery Testing
Integration Testing
Performance Testing
Capacity Testing
Testing Under Live Conditions
Goal
Focus
Preparing for a Pilot
Conducting the Pilot
Concluding the Pilot
Success Criteria for a Stabilize Track
11. MSF Deploy Track: Deploying a Solution
Goal
Team Focus
Key Deliverables
Key Checkpoints
Major Checkpoint
Deployment Completed
Interim Checkpoints
Core Solution Components Deployed
Site Deployments Completed
Deployment Stabilized
Deploying to a Production Environment
Preparing for Deployment
Performing Deployments
Installation Approach
Deployment Mechanisms
Deployment Resources
Training During Deployment
Stabilizing a Deployment
Transitioning to Operations and Support
The Quiet Period
Success Criteria for a Deploy Track
12. MSF Governance Track: Guiding the Solution Delivery
Goal
Team Focus
Key Deliverables
Key Checkpoints
Major Checkpoint
Customer Acceptance
Interim Checkpoints
User Acceptance
Operations Acceptance
Kicking Off a Project
Defining a Project Charter (Deliverable)
Handling Kickoff Logistics
Establishing a Deliverable Acceptance Procedure
Ongoing Solution Delivery Guidance
Tracking and Reporting Status (Deliverable)
Continuously Improving Processes and Procedures
Completing a Project
Ramping Down a Team
Closing Down a Project
Surveying Customer Satisfaction
Conducting Project Reviews
Preparing a Closeout Report (Deliverable)
Administratively Closing a Project
Success Criteria for a Governance Track
MSFv3 Credits
Chapter 3: Foundational Principles, Mindsets, and Proven Practices
Contributors
Reviewers
Chapter 4: Building an MSF Team
"MSF Team Model v3.1" White Paper
Contributors
"MSF Project Management Discipline v1.1" White Paper
Contributors
Reviewers
Chapter 5: Managing Project Risks
Contributors
Reviewers
Chapter 6: Establishing a Solution Delivery Life Cycle
Contributors
Reviewers
Chapter 7: MSF Envision Track: Defining a Solution
Contributors
Reviewers
About the Author
Additional Resources for Developers
Visual Basic 2005
Visual C# 2005
Web Development
Database
SQL Server 2005
Other Visual Studio 2005 Topics
Other Developer Topics
More Great Developer Resources
Developer Step by Step
Developer Reference
Advanced Topics
Index
About the Author
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1. What Is MSF and Is It Right for You?
Part I. Solution Delivery Fundamentals
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Chapter 1
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Chapter 4
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