Sheet1Page1InformationandSystemsPlanningMethodologyDeliverables:ISP-1DeliverablePhaseName:DetermineInformationandSystemsStrategy(What)PhaseDeliverables:ISP-2DeliverableStepName:MobilizeProjectStepDeliverables:ProjectTeamWorkplanandResponsibilitiesTasks:1Definethejointvisionoftheprojectteamandidentifythekeysuccesscriteriafortheproject:a.Confirmclientexpectationsb.Determineareaanddegreeofprocessanalysis,includingkeyprocessesc.Definethe“real”problemsforthebusinessd.Confirmsampledeliverablese.Reviewclient’sbusinessandfinancialinformation2Developadetailedworkplandefiningresponsibilitiesandmilestones3IdentifyFirmexpertswhowillparticipateintheproject4Identifyclientteammembersandpeopletobeinterviewed5Developinterviewschedule6EstablishteamtrainingprogramwhichincludesBCaswellasclientparticipantsa.Conductteambuildingworkshop7Conductteambuildingkick-offmeeting8Assesschangereadiness:a.Identifycompany’slikelihoodtoimplementplanrecommendationsb.Identifyobstaclestoovercome9Assessriskprofileofcompany-risktakers/averters###Finalizeprojectteamlogistics,space,tools,etc.###Establishstatus/steeringcommitteetimetables###Tourthefacility(ies)###Collectcompanyliterature:a.Stockholder’sreportb.Missionstatementc.Newsletters###Determine/selectmethodologytoolsets(finalizeworkplan)###Conductresearchoncompanyandindustry###CoordinateISPprojectplanswithotherefforts###CommunicateprojecttotheclientorganizationTimetoCompletionSheet1Page2###Setupworkingpapers:controlcopyandpersonresponsibleStepName:ConductEngagementStartUpQAReviewStepDeliverables:QAReviewMemorandumTasks:1MeetwithclientsponsortounderstandexpectationsofISPengagement.1Meethwithengagementpartnerormanagertoreviewtheprojectapproach.3Reviewthedetailedworkplans.4ConfirmQAreviewdateswithengagementteamandclient.5Meetwithengagementpartnerormanagertoreviewfindingsandrecommendations.StepName:DetermineBusinessContextStepDeliverables:BusinessandOperatingAssumptionsTasks:1Reviewtheorganization'sstrategicandbusinessplans.a.Whataretheorganization'sbusinesspurposeandobjectives?b.Whatisthestrategicdirectionoftheorganization?c.Whataretheorganization'scriticalsuccessfactors?2Conductone-on-oneinterviewswithkeystakeholderstounderstandtheircurrentvisionofthefuture.-Determinetheperceivedvalueandattitudethecompanyhastowardsinformationsystems.-Identifycriticalbusinessissues3Worktounderstandbusinessdirection-Reviewclient’sbusinessandfinancialinformation-Developseniormanagementinterviewagendatounderstandbusinessdirection,etc.-ObtaindossierofclientfromChicagoWHQ-Includekeysuccessfactorsindeliverableforreferenceinlaterstages.4Worktounderstandcustomerwantsandneedsa.Determinethescopeofcustomerstocontact(internal,external,and/orformer).b.Obtainanunderstandingofcustomerprofiles,criticalbuyervalues,andKPIs,andchoosedatagatheringtools(keyperformanceindicators)by:-Interviewingexternalcustomers,-Interviewingcustomersonhowinformationcanbetterservethemutualobjectivesofthecompanies-Determining1or2bestandworstcustomers(strongandweakrelationships,focusonmajorcustomers)-Identifyingtechnology/informationopportunitiesthatwillimproveservicetothecustomerorcreatevalue-Conductingcustomersurveysifnecessary,or-Interviewingvendorsandsuppliersc.Choosedata-gatheringmethodandpreparefocusgroupagendas,questionnaires,orsurveys.Sheet1Page3d.Gatherdataoncustomerneeds-PresentandFuture.e.Includecus...
