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Tuesday, October 4, 2011

Concept of Operations document

You can use a the Concept of Operations document (CONOPs) to describe the purpose of a proposed system, the environment in which it will be operated, how it will be used, roles and responsibilities of users, resources required for its implementation, and other information project stakeholders will need to fund the proposed system.
Use the Concept of Operations document to:
  • Assist stakeholders in determining if the proposed system should be developed
  • Serve as the basis for the Functional Requirements Document
  • Communicate the user’s expectations to buyers and developers
  • Describe the proposed system, identify user classes, modes of operation, and clarify conflicting user requirements
  • Build consensus among user groups, buyer organizations, and/or among developers.
Table of Contents
1 Introduction
1.1 Document overview
1.2 Background
1.3 Identification
1.4 Goals, objectives & rationale
1.5 Points of contact
2 Current System
2.1 Background
2.2 Scope
2.3 Policies and Constraints
2.4 Description of current system
2.5 Modes of Operation
2.6 Users classes & other stakeholders
2.7 Support Environment
3 Justification
3.1 Justification for change
3.2 Description of required changes
3.3 Priorities among the changes
3.4 Changes considered but not included
3.5 Assumptions
3.6 Constraints
4 Proposed System
4.1 Background, objectives, and scope
4.2 Operational policies and constraints
4.3 Description of the new system
4.4 User classes / categories of users
4.5 Modes of operation
4.6 Deployment and support environment
4.7 Non-functional requirements
4.8 Requirements traceability
5 Use Cases & Operation Scenarios
5.1 Process descriptions
5.2 Events
5.3 Use Case
6 Impacts
6.1 Risks
6.2 Issues
6.3 Operational impacts
6.4 Organizational impacts
6.5 Impacts during development
7 Analysis of the Proposed System
7.1 Improvements
7.2 Disadvantages & limitations
7.3 Alternatives

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Monday, October 3, 2011

Capacity Plan document

You can use an Capacity Plan document to capture the IT resources required to support the functionality and performance requirements of your IT systems when operating at full capacity. The Capacity Plan helps gauge the most cost effective way of provisioning resources and services by aligning them to your organization’s demands.
Use this Capacity Plan to:
  • Ensure that system components perform as efficiently as possible
  • Describe system capacity requirements for systems and applications
  • Ensure that infrastructure components can perform required functions
  • Identify and reduce inefficiencies associated with under-utilized resources
  • Provide a technical reference for team members
  • Provide satisfactory service levels in a cost-efficient manner
Table of Contents
1 Introduction
1.1 Purpose
1.2 Background
1.3 Scope
1.4 System Identification
1.5 Methods Used
1.6 Assumptions
1.7 Constraints
1.8 Risks
1.9 Issues
1.10 Business Scenarios
1.11 Objectives & Rationale
1.12 Points of Contact
2 Approach to Capacity Management
3 Analysis of Capacity
3.1 Service Capacity Summary
3.2 Resource Capacity Summary
4 Business Volume Requirements
5 Production Environment Servers
5.1 Server Capacity Requirements
5.2 Processing Capacity Requirements
5.3 Memory Requirements
5.4 Disk Capacity Requirements
6 Desktop Client Machines
6.1 Specifications
6.2 Processing Requirements
7 Network Capacity
7.1 Bandwidth Requirements
8 Findings Summary
9 User Profile
10 Usage Scenarios
10.1 Scenario 1
10.2 Scenario 2
11 Load Matrix
12 Estimated Growth
12.1 Network Traffic Impact
13 System Reserves
14 Component Capacity
15 Monitoring and Metrics
15.1 System Monitoring
15.2 Component #1 Monitoring
15.3 Component #2 Monitoring
16 Intervention Thresholds
17 Intervention Plan
18 Compliance Planning
19 Cost Management
20 Recommendations
21 Appendix A: References
22 Appendix B: Acronyms, Abbreviations & Definitions

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Needs Statement document

You can use a Needs Statement document to describe a business need or a deficiency in your organization, justify the exploration of an alternative solutions to resolve this need, and then provide estimated costs for these actions.
Needs Statement Purpose is to:
  • Help Project Stakeholders understands why investment is required to address this business need.
  • Identify an idea (for example, training to improve customer service) that may require an investment depending on the specific business need.
  • Provide sufficient information to justify whether or not your organization should move forward with the development of a Business Case.
  • The Needs Statement document is often developed before the Business Case and serves as a fore-runner for this document.
Table of Contents
1 Introduction
1.1 Project Description
1.2 Objectives
1.3 Scope
1.4 Risks
1.5 Issues
1.6 System Overview
1.7 Point of Contact
2 Need Description
2.1 Description
2.2 Benefits
2.3 Capabilities
2.4 Organization Effect
2.5 Need assessment
2.6 Constraints
2.7 Estimated costs
2.8 Integration

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Scope Management Plan document

You can use a Scope Management Plan Document to create Scope of Work documents to help you to start planning your next project. They define all processes and work required to complete your project, including justification, work products, deliverables, objectives, assumptions, and limitations.
Table of Contents
1 Introduction
1.1 Background
1.2 Project Sponsors
2 Business Objectives
2.1 Product Description
2.2 Business Objectives
3 Project Description
3.1 Project Scope
3.2 Project Completion Criteria
3.3 Assumptions
3.4 Constraints
3.5 Dependencies
3.6 Deliverables
3.7 Risks
3.8 Integration
3.9 Impact
3.10 Resources
4 Project Milestones
4.1 Estimated Schedules
5 Project Approach
5.1 Primary Plans
5.2 Meetings
5.3 Status Reports
5.4 Issue Management
5.5 Change Management
5.6 Communication Management
5.7 Procurement Management
5.8 Resource Management
5.9 Resource Management Plan
6 Authorizations
7 Project Scope Statement
8 Appendix A – References

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System Boundary Document

You can use a System Boundary Document to establish the boundaries of an information technology (IT) project. The System Boundary Document captures the goals and objectives that the IT project is intended to satisfy. It also captures critical success factors and performance measures that provide the criteria to judge whether the deliverables have satisfied the business’ goals and objectives.
Use this System Boundary Document to determine:
  • Business Needs – Ensure that requirements satisfy the business need. Has the System Boundary Document highlighted areas outside of scope due to budgetary or resource restrictions?
  • Feasibility – Can it meet requirements? Do you have the resources, experience, and budget to deliver this project?
  • Costs – Are costs realistic? Use the System Boundary Document to factor in all costs for human resources, consultants, software, training etc
  • Schedule – Is the schedule realistic? Are we over-optimistic on the delivery date? Have internal or political issues determined the end date and if so, how can we mitigate against this?
Table of Contents
1 Introduction
1.1 Purpose
1.2 Background
2 Mission
2.1 System Mission
2.2 Objectives
2.3 Goals
2.4 Critical Success Factors
2.5 Performance Measures
3 Requirements Statement
3.1 Existing Methods and Procedures
3.2 Required Capabilities
3.2.1 User Requirements
3.2.2 User Information Needs
3.2.3 Sensitive Information
3.2.4 Network Requirements
3.2.5 Interface Requirements
3.2.6 Impact on Technical Framework
4 Business Assumptions & Constraints
4.1 Organizational Structure
4.2 Impact of Automation
4.3 Legal
4.4 Security
4.5 Facility
5 System Assumptions and Constraints
5.1 Impact Analysis
5.2 Acceptable Alternatives
5.3 System Upgrade
6 Feasibility Analysis
6.1 Evaluation Criteria
6.2 Alternative Descriptions
6.3 Alternative Model
6.4 Description
6.5 Alternative Evaluation
6.6 Recommendation
7 Program Management Assumptions & Constraints
7.1 Organizational Support
7.2 Budget
7.3 Schedule
7.4 Facility
7.5 Acquisition
7.6 Other Projects
8 Cost-Benefit Analysis
8.1 Cost Analysis
8.1.1 Cost Categories
8.1.2 Project Cost Analysis
8.2 Benefit Analysis
8.2.1 Key Benefits
8.2.2 Tangible Benefits
8.2.3 Summary of Tangible Benefits
8.2.4 Intangible Benefits
8.2.5 Summary of Intangible Benefits
8.3 Comparison of Costs and Benefits for Project
8.3.1 Comparison of Tangible Benefits
8.3.2 Comparison of Intangible Benefits
8.3.3 Conclusion
8.4 Sensitivity Analysis
8.5 Results
9 Project Cost, Schedule, & Performance
9.1 Schedule
9.2 Budget
9.3 Lifecycle Cost Estimate
9.4 Performance
9.5 Risks
9.6 Return on Investment
10 References

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Statement of Work

You can use a Statement of Work to describe the deliverables or services required to fulfill a contract.
Use this Statement of Work to address:
  • Scope of Work – describe the work to be done at a high level.
  • Location – identify the location of hardware, software, and office space.
  • Period of Performance – specify project duration, start & finish dates.
  • Reporting – identify the reports you expect from vendors.
  • Deliverables Schedule – list deliverables, including due dates.
The Statement of Work specifies high-level requirements, for instance, when an organization wishes to have work done, it develops a Statement of Work, possibly as part of a Request for Proposal. Vendors (i.e. prospective contractors) respond to this with their respective proposals.
You can also outline policies regarding Sensitive and Proprietary information, Confidentiality and Non-Disclosure Agreements, and Terms and Conditions.
Table of Contents
1 Introduction
1.1 Background
1.2 Scope of Work
1.3 Objectives
2 References
3 Tasks
3.1 Task #1
3.2 Task #2
3.3 Task #3
3.4 Task #4
3.5 Task #5
4 Schedule
5 Project Reports
6 Period of Performance
7 Terms of Payment
8 Supplier’s Requirements
9 Sensitive and Proprietary Information
10 Confidentiality and Non-Disclosure
11 Additional Notes
12 Terms and Conditions

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Risk Management Plan document

You can use a Risk Management Plan to identify, evaluate and prioritize risks during the software development lifecycle.
Risk Management Plan : Key Benefits
  • Identify and understand the risks to which your project is exposed.
  • Create an effective plan to prevent losses or reduce impact.
  • Prioritize risks and take the appropriate actions to reduce losses.
  • Protect the reputation and public image of your organization.
  • Reduce legal liability and increase the stability of operations.
Risk Managers uses this information to prepare mitigation actions and contingency plans in order to counteract the potential impacts these risk may have on the project’s success.
Here’s are five steps to help you build your Risk Management Plan.
1. Risk Identification – the Risk Manager conducts risk identification meetings and uses the Risk Identification report and questionnaire to assist with initial identification of risks.
2. Risk Analysis – this involves categorizing risks, impact analysis, risk reviews, risk acceptance and updating the Risk Log.
3. Risk Response Planning – next plan mitigation activities, contingency activities, and review the risk action plans.
4. Risk Plan Implementation – once these are established, monitor trigger events, execute the action plan, and update the Risk Log.
5. Risk Tracking, Monitoring & Control – this stages concerns how the risk is progressing, as well as mitigation/contingency strategies that have been executed. When changes to the risk occur, repeat the cycle of identify, analyze, and plan.
Table of Contents
1 Introduction
1.1 Purpose
1.2 Background
1.3 Scope
1.3.1 Assumptions
1.3.2 Constraints
1.4 Policy
1.5 Risk Management Approach
2 Risk Identification
2.1 Conducting Formal Risk Identification Reviews
2.2 Conducting Informal Risk Identification
2.3 Documenting Risks
2.4 Validating Risks
3 Risks Analysis
3.1 Categorize Risk
3.2 Impact Analysis
3.3 Review Risk v Risk Tolerances
3.4 Review Risk Analysis and Ranking
3.5 Risk Acceptance
3.6 Update Risk Log
4 Risk Response Planning
4.1 Plan Mitigation Activities
4.2 Plan Contingency Activities
4.3 Review Risk Action Plans
4.4 Update Risk Log
5 Risk Plan Implementation
5.1 Monitoring Trigger Events
5.2 Executing Action Plan
5.3 Updating the Risk Log
6 Risk Tracking, Monitoring & Control
6.1 Reporting Risk Status
6.2 Reviewing Changes to Risk Profiles and Action Plans
6.3 Retiring Risks
7 Risk Management Milestones
8 Risk Communications
8.1 Status Meetings
8.2 Lessons Learned
8.3 Escalate Risks
9 Roles and Responsibilities
9.1 Project Office
9.2 Project Sponsor
9.3 Other Participants
10 Contractor’s Role in Risk Management
10.1 Contractor Risk Management Plan
10.2 Contractor Participation in Risk Management
11 Budget
12 Tools, Techniques & Reports
12.1 Risk Management Software
12.2 Risk Management Reports
13 Glossary of Terms

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Feasibility Study document

You can use a Feasibility Study document to perform a preliminary study to determine a project’s viability, analyze the problem and then determine if it can be solved effectively. The results determine whether the solution should be implemented or not by helping you write the Problem Statement, Business Environment, Business Problem, Requirements Statement, Business Drivers, Feasibility Assessment, Feasibility Ranking, Ranking Criteria, Ranking Scores, Proposed System, Cost Analysis, and Recommendations. This activity takes place during the Project Initiation phase in the software development lifecycle and is created before significant expenses are engaged.
Feasibility Study Purpose :
  • Analyze an existing system to see if it is worth upgrading.
  • Determine if there is sufficient time to build the new system, when it can be built, whether it interferes with operations, type and amount of resources required, dependencies, etc.
  • Establish the cost-effectiveness of the proposed system; determine if the system conflicts with legal requirements.
Table of Contents
1. Executive Summary
2 Introduction
2.1 Purpose of this Document
2.2 Benefits
2.3 Justification
2.4 Scope
2.5 Relationship to Other Plans
3 Problem Statement
3.1 Business Environment
3.1.1 External Analysis
3.1.2 Business Vision
3.1.3 Business Units
3.1.4 Business Locations
3.1.5 Business Information
3.1.6 Business Technologies
3.1.7 Business Processes
3.2 Business Problem
3.2.1 Business Problem
3.2.2 Business Opportunity
4 Requirements Statement
4.1 Business Drivers
4.2 Business Requirements
5 Project Management
5.1 Sponsorship
5.2 Approach
5.3 Schedule
5.4 Resources
6 Feasibility Assessment
6.1 Option [#1]
6.1.1 Description
6.1.2 Assessment
6.1.3 Results
6.1.4 Risks
6.1.5 Issues
6.1.6 Assumptions
6.1.7 Benefits Realization
6.2 Option [#2]
6.3 Option [#3]
7 Feasibility Ranking
7.1 Ranking Criteria
7.2 Ranking Scores
8 Proposed System
8.1 Description of Proposed System
8.2 Improvements
8.3 Impacts
8.3.1 Equipment Impacts
8.3.2 Software Impacts
8.3.3 Organizational Impacts
8.3.4 Operational Impacts
8.3.5 Developmental Impacts
8.3.6 Site or Facility Impacts
8.3.7 Security and Privacy Impacts
9 Cost Analysis
10 Recommendations
10.1 Ranking Results
10.2 Best Option Recommendations
10.3 Best Option Satisfies Known Constraints
10.4 Best Option Satisfies Go/No Go Questions
10.5 Reasons For Rejected Other Options

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Cost Benefit Analysis document

You can use a Cost Benefit Analysis document to analyze, evaluate, and cost potential solutions to meet your organization’s needs. You can use this to present the costs for the design, development, installation, operation, maintenance, and disposal of the proposed system over its projected lifetime and identify the approach for the development of the system as determined in the Feasibility Study.
Cost Benefit Analysis : Benefits
  • Describe the proposed system and its alternatives
  • Present the total cost for the system across its project lifespan
  • Outline tangible and intangible benefits
  • Compare the costs of each alternative
Table of Contents
1 Introduction
1.1 Purpose
1.2 Background
1.3 Scope
1.4 Methodology
1.5 Evaluation Criteria
2 Assumptions, Constraints, and Conditions
2.1 Assumptions
2.2 Constraints
2.3 Conditions
2.4 Recommendations
3 Description of Alternatives
3.1 Current System
3.2 Proposed System
3.3 Alternative System Name
4 Cost Analysis
4.1 Development Costs
4.2 Operational Costs
4.3 Non-Recurring Costs
4.3.1 Capital Investment Costs
4.3.2 Other Non-Recurring Costs
4.4 Recurring Costs
4.5 Project Cost Analysis
5 Benefit Analysis
5.1 Key Benefits
5.2 Tangible Benefits
5.3 Summary of Tangible Benefits
5.4 Intangible Benefits
5.5 Summary of Intangible Benefits
6 Cost and Benefit Comparison
6.1 Results of Tangible Benefits Comparison
6.2 Results of Intangible Benefits Comparison
6.3 Return on Investment
6.4 Conclusion
7 Sensitivity Analysis
7.1 Sources of Uncertainty
7.2 Results
8 Results of the Analysis
9 References

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Concept Proposal Document

You can use a Concept Proposal Document to identify the need or opportunity to improve a business function by highlighting where strategic goals are not being met or performance can be improved. The Concept Proposal should demonstrate that this is a worthwhile investment and identify potential impacts on systems, staff, and operations.
Use the Concept Proposal Document to :
  • Persuade stakeholders to invest in the proposed solution
  • Highlight where strategic goals can be realized
  • Justify why this proposal should be endorsed
  • Explain the rationale behind the nominated products/services
  • Show how the proposal aligns with the Strategic Plan
Here's are seven steps to help you build your Concept Proposal.
1. Context – Discuss the business drivers that triggered this document.
2. Investment – Identify the type, timing and source of investment required for this proposal.
3. Impact – Describe the potential impact the proposed solution may have on a technical, operations, and human resource level.
4. Needs – Highlight the appetite that exists for the proposed solution. Identify who requested the solution and what they have to gain from its implementation.
5. Performance – Identify specific areas where performance does not meet expectations.
6. Resources – Identify the sum total number of resources needed for the project, broken out by phase.
7. Strategy – Describe strategic and operational benefits. Show how benefits are linked to key objectives.

Table of Contents
1 Introduction
1.1 Objectives
1.2 Justification
1.3 Benefits
2 Strategic Alignment
2.2 Current Setup
2.3 Performance Measures
3 Investment and Costs
3.1 Description of Investment
3.2 Investment Support
3.3 Cost Estimates
4 Resource Requirements
4.1 Resource Identification
4.2 Resource Loading Chart
5 Impact & Outcomes
5.1 Impacts
5.2 Outcomes

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Change Management Plan document

You can use an Change Management Plan document to address changes which may be encountered during the project lifecycle. Typical areas of change occur in the scope, schedule, budget, and resources.
Use this Change Management Plan to:
  • Define the process, tools, and stakeholders that will be used to manage any changes to the project.
  • Specify how change requests will be accepted, analyzed, and assessed regarding potential impact on the schedule, budget and scope
  • Improve customer relationships, establish greater financial performance, accountability, reduction in project delays, and on-time deliverables.
  • Ensure that changes will be proactively managed as they occur and that all changes are coordinated across the project.
Table of Contents
1 Introduction
1.1 Audience
1.2 Purpose
1.3 Constraints
1.4 Change Management Guidelines
1.5 Anticipated Change Volumes
1.6 Points of Contact
2 Roles and responsibilities
2.1 Change Management Chart
2.2 Roles and Responsibilities
3 Change Management Process
3.1 Raise Change Request
3.2 Evaluate Change Request
3.2.1 Change Request Criteria
3.2.2 Change Type
3.2.3 Status Type
3.3 Update Change Request Log
3.4 Assess the Change Request
3.4.1 Perform Feasibility Study
3.5 Approve/Reject Change Request
3.6 Implement Change Request
3.7 Update the Project Plan
4 Schedule
5 Costs

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Business Rule document

You can use a Business Rule document to define specific aspects of your business. Business rules clarify the appropriate action that needs to be taken and removes any ambiguity regarding the correct course of action that must be followed. Business rules describe how company policies or practices apply to a specific business activity. As you model your business processes, you can capture business rules as separate elements and weave them into your process flows.
Business Rules : Key Benefits
A Business Rules is a set of activities designed to produce a specific output. It is used to capture the specific ordering of work activities, including inputs, outputs, triggers and actions.
Business Rules will help you to:
  • Automate complex decision-making processes; reduce the likelihood of human error
  • Capture business logic so it can be modified after deployment if you need to adapt your business processes
  • Enforce company business policies
  • Ensure regulatory compliance
  • Once you have defined a set of business rules, you can reuse them in other processes.
Table of Contents
1 Introduction
1.1 Purpose
1.2 Scope
1.3 Definitions, acronyms, and abbreviations
1.4 References
1.5 Overview
2 Business Rule #1
2.1 Business rule name #
2.2 Business rule name #
3 Business Rule #2
3.1 Business rule name ##
3.2 Business rule name ##
4. Group of Business Rules
4.1 Group of business rules #1
4.2 Group of business rules #2
5. Appendix

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Business Case document

You can use a Business Case document to outline the Business Need, Current Process, Services, Expected Benefits, Change Analysis, Cost estimate, Cost/Benefit Analysis, and Project Schedule.
Table of Contents
1 Executive Summary
1.1 Business Need
1.2 Anticipated Outcomes
1.3 Justification
1.4 Critical Success Factors
2 Governance and Analysis Team
2.1 Governance
2.2 Business Case Team Members
3 Current Position
3.1 Current Process & Services
3.2 Current Technology Environment
3.2.1 Current Software
3.2.2 Current Hardware
4 Future Process
4.1 Process Description
4.2 Performance Measures
4.3 Proposed Technology Environment
4.3.1 Methodology For Technology Selection
4.3.2 Statutory Fulfillment
4.3.3 Strategic Alignment
4.3.4 Alternatives Analysis
4.3.5 Appropriateness of Technology
4.3.6 Proposed Software
4.3.7 Proposed Hardware
5 Expected Risks
6 Expected Benefits
7 Change Analysis
8 Cost Estimate
9 Cost/Benefit Analysis
10 Project Schedule
10.1 Project Milestones
10.2 Assumptions
10.3 Constraints
10.4 Dependencies
11 Appendix
11.1 Glossary of Terms
11.2 Acronyms and Abbreviations

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Acquisition Plan Document

You can use an Acquisition Plan Document when managing software projects that involve acquiring software and bringing products and services in-house. An Acquisition Plan also help you plan how you to take possession of a business, service or software that you plan to acquire, for example, during a merge or when partnering with another software company.
Use this Acquisition Plan to:
  • Manage the acquisition of hardware, software, and services
  • Define key acquisition dates; identify hardware and software specifications
  • Prepare an approach to contract management
  • Ensure the availability of funding; provide Evaluation personnel with data for evaluating proposals
  • Ensure that vendors have adequate data for preparing bids
Table of Contents
1 Introduction
1.1 Objectives
1.2 Background
1.3 Scope
1.4 Acquisition Plan Thresholds
1.5 Assumptions
1.6 Constraints
2 Procurement Approach
2.1 Acquisition Strategy
2.1.1 Approach to Sourcing
2.1.2 Acquisition Method
2.1.3 Regulations
2.1.4 Funding
2.1.5 Lead Time
2.1.6 Consideration
2.1.7 Sources
2.2 Evaluation and Award
2.3 Procurement Activities Key Dates
2.3 Support Services
2.5 Site Preparation
3 Software Specifications
3.1 Required Capabilities
3.2 Capacity
3.3 Documentation
3.4 Maintenance Features
3.5 Sources
3.6 Impact
4 Contact Management
4.1 Vendor Orientation
4.2 Change Management
4.3 Deliverables Management
4.3 Invoice Management
4.5 Dispute Resolution
4.6 Contract Closeout
4.7 Tools
5 Appendix A
5.1 Glossary Of Terms
5.2 Acronyms And Abbreviations

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Availability Plan Document

You can use an Availability Plan Document to describe how your system will be made available by capturing the hardware and software aspects of your solution setup.
Use an Availability Plan Document to:
  • Ensure that your system responds correctly to requests, is adequately maintained and communicates with interfacing components, such as network and servers.
  • Measure how often your data and applications are ready to be accessed when needed.
  • Capture areas such as training requirements for System Administrators, processes for performing maintenance tasks and itemizing hardware, software and other components.
Table of Contents
1 Introduction
1.1 Overview
1.2 Background
1.3 Justification
1.4 Document overview
1.5 Identification
1.6 Goals, objectives & rationale
1.7 Points of contact
2 Roles and Responsibilities
3 Current State Assessment
3.1 Processes
3.2 Maintenance
3.3 Inventory
4 Redundancy Strategy
5 Hardware
5.1 Commodity hardware
5.2 Spares
5.3 Standby
5.4 Preparation
5.5 Fault Tolerant Components
5.6 Backup
6 Software
6.1 System integration testing
6.2 Training
6.3 Software deployment
6.4 Software Support & Monitoring Plans
6.5 Application isolation
7 Appendix A: References
8 Appendix B: Acronyms, Abbreviations & Definitions

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Bill of Materials document

You can use a Bill of Materials document to list the parts for building a product/service, including software application, infrastructure equipment and physical buildings. The Bill of Materials lists all the subassemblies, intermediates, parts, and raw materials that are part of a parent assembly, showing the quantity of each required to make an assembly.
Bill of Materials : Benefits
  • Maintain a centralized and accurate record of information for Make-To-Stock, Production, Manufacturing and Just in Time environments.
  • Improve material management by responding to changes in production
  • Control inventory levels and reduce obsolete parts
  • Lowers manufacturing costs and provide what-If capabilities for estimates or customer quotes
Table of Contents
1 Introduction
1.1 Purpose
1.2 Scope
1.3 Definitions, Acronyms, and Abbreviations
1.4 References
1.5 Overview
2 Version Description
2.1 Inventory of Materials
2.2 Inventory of Software Units
2.3 Changes
2.4 Adaptation Data
2.5 Installation Instructions
3 Appendix

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Operations Guide Document

You can use a Operations Guide Document that will help you run your IT environment more efficiently. It provides tables, charts, and matrices for server monitoring, backups, scheduling tasks, monitoring systems, managing inventory, and performing follow-up reports on outstanding issues.
Table of Contents
1 Introduction
1.1 System Overview
1.2 Authorized Use
1.3 Points of Contact
1.4 Help Desk
1.5 Hours of Operations
2 System Overview
2.1 System Operations
2.2 Software Inventory
2.1 Software Interfaces
2.2 Resource Inventory
2.3 Report Inventory
2.4 System Restrictions
2.5 Hardware
3 Operations Team
3.1 Organization Chart
3.2 Leadership Chart
3.3 Key Roles & Responsibilities
3.4 Anticipated Change
4 Operations Schedule
4.1 Daily Tasks
4.2 Weekly Tasks
4.3 Monthly Tasks
4.4 Backup Schedule
5 System Runs
5.1 Run Inventory
5.2 Run #1
5.3 Run #2
6 System Restores

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Maintenance Plan Document

You can use a Maintenance Plan Document to provide Tech Support personnel with the information necessary to maintain IT systems effectively.
Use the Maintenance Plan to:
  • Define the support environment, roles & responsibilities, maintenance activities.
  • Monitor the system for continued performance and provide the necessary system modifications.
  • Identify the support environment, including the development, maintenance, and target host environments.
Table of Contents
1. Executive Summary
1.1 Background
1.2 Objectives
1.3 Scope
1.4 Relationship to Other Plans
2 System Details
2.1 System Organization
2.2 Details
2.2.1 Security
2.2.2 Points of Contact
2.2.3 Authorized Usage
3 Support Environment
3.1 Equipment Environment
3.1.1 Computer Hardware
3.1.2 Facilities
3.2 Support Software
3.3 Storage Requirements
4 Project Team
4.1 Roles and Responsibilities
4.2 Training
5 Management Approach
5.1 Priorities
5.2 Schedule
5.3 Tasks
5.4 Constraints
5.5 Assumptions
5.6 Dependencies
6 Technical Approach
6.1 Types of Maintenance Activities
6.2 Configuration Management
6.3 Risk Assessment
6.4 Testing
6.5 System Protection
6.6 Special Processes
6.7 Maintenance Reports
6.8 Documentation
6.9 Quality Assurance Activities
7 Maintenance Procedures
7.1 Consolidated Unit List
7.2 Maintenance Procedure for Software Unit [x]
7.2.1 Description
7.2.2 Conventions
7.2.3 Verification Procedures
7.2.4 Error Conditions
7.3 Maintenance Procedure for Software Unit [x]
7.4 Maintenance Procedure for Software Unit [x]
8 Database Maintenance Procedure
8.1 Database [x]
8.1.1 General Characteristics
8.1.1.1 Permanency
8.1.1.2 Storage
8.1.1.3 Restrictions
8.1.2 Organization and Detailed Description
9 Appendix A

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Interface Control Document

You can use an Interface Control Document to describe the relationship between system components in terms of data items and messages passed, protocols observed and timing and sequencing of events. Interface Control Documents (ICD) are a key element of systems engineering as they define and control the interface(s) of a system, and thereby bound its requirements.
Use the Interface Control Document to:
  • Describe the interface to a system or subsystem.
  • Describe the inputs and outputs of a single system, the interface between two systems, the interface protocol from the lowest physical elements to the highest logical levels.
  • Describe how to access the functions and services provided by a system via an interface.
  • Include information about the size, format, and data.
  • Provide a structured way to communicate information about subsystems interfaces between different design teams.
Table of Contents
1 Introduction
1.1 Purpose
1.2 Scope
1.3 System identification
1.4 Operational agreement
2. Interface definition
2.1 System overview
2.2 Interface overview
2.3 Operations
2.4 Data transfer
2.5 Transaction types
2.6 Data exchanges
2.7 Precedence and criticality
2.8 Communications methods
2.9 Performance requirements
2.10 Security
3. Interface Requirements
3.1 Interface # Requirements
3.2 Interface # Requirements
4 Interface Verification
5 Interface Control

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