Category: PM Team Space

  • 🆘 Change Requests

    Name

    Date Requested

    Estimate

    Status

    IN PROGRESS DONE

    DECLINED

  • Open Questions

    Question

    Answer

    Answered by

    Date Answered

  • 🗒Requirements / functionality

    Page

    Functionality

    Notes

    🔎 QA Scope

    Supported browsers and devices:

  • [Project Name] – Project Passport

    Project Name / Client

    Phase

    IN DEVELOPMENT DELIVERED ON HOLD

    Scope

    Tech Stack

    Initial Estimate

    Project’s Start Date

    Target release

    Time Tracking Tool

    Invoicing Type

    🤝 Team

    PM

    Designer

    Developer

    QA

    (синяя звезда) Description

    Issue overview:

    Scope of work:

    References:

    Design

    Stage dev

    Stage admin

    FTP

    Database

    Panel

     (синяя звезда) Milestones

  • Best practices

    Weekly follow up and updating clients

    Case: client doesn’t send us images we need to complete the task

    1. If user doesn’r send information we need it is not client’s issue. It is our issue

    2. Create a follow up task for yourselve to remind him at least once a week.

    3. One time per week when you go through follow up tasks and send a friendly reminder to the customer that you need images, content, access to complete the task.

    4. Also you can ask who can help you with your question from client’s team. So you will be able to contact responsible person and get required information quicker.

  • Dev Team Productivity Metrics

    Metric: Velocity / Throughput

    Goal: Predictability (=>90%), the upward trend over time for the velocity/throughput numbers.

    Description:

    Can be performed with the help of Jira report – compares commitment vs completed tasks or story points. Helps the Team decide how many tasks they may forecast for the current Sprint. Helps Product Owners to gauge how quickly a team may work through the backlog (predictability). In order to track velocity, teams need to be using a particular measure (story points, ideal days, etc.) Drawback: it’s not always accurate for future prognosis, depending on many unstable factors. 

    Metric: Time to production (Cycle time) 

    Goal: As short as possible, without sacrificing quality or business value.

    Description:

    Cycle time measures the time from “In Progress – to – Done”. By tracking and analyzing the Cycle Time, it is easy to identify bottlenecks in the process and decrease time to production.

    Metric: Escaped Defects

    Goal: 0 escaped defects

    Description:

    This metric track the number of issues/bugs that “escaped“ our testing cycle and were found by client/customers. This can be tracked on Jira by introducing and using a particular field in “Bug“ issue type. e.g Found by customer/Escaped Defect – Yes/No. Every “escaped defect“ should prompt improvements to our test cycles/environments/automated tests.

    Metric: On-Time/On Budget/On Scope

    Goal: Achieve/exceed expectations

    Description: Each team should track their schedule, scope, and budget constraints, and take necessary actions in case of missing. Analyzing the issues with those needs to lead to a retrospective outcome of which need to be action points that would help us prevent such situations in the future.

    Metric: Customer Satisfaction Score

    Goal: 10 / highest score possible

    Description:

    We need to satisfy the needs of our customers, therefore the best way to measure our productivity is to ask our customers. This can be done on a regular basis, by asking our client to rate the team’s performance on a scale of 1-10, or in a form of an NPS score (how likely would you be to recommend CheITGroup?).

  • Change/Issue/Risk Management template

    Change/Issue/Risk Management template is used to document changes, issues, and risks during the project. The documentation should be updated on the regular basis to outline the current state of things.

    Issues/Risks

    Context

    Status

    Impact

    Updates / Action points

    Issue: Missing designs for Phase 2.0

    We haven’t received the designs for Phase 2.0

    RESOLUTION IN PROGRESS

    This will have an impact on the ETA for Phase 2.0

    Follow up with the customer to provide design ASAP.

    Risk: 3rd party library

    We will be implementing a new 3rd party library

    HIGH RISK

    This might have an impact on the project timeline

    Do a SPIKE to investigate and update estimation on library implementation

    Change Requests:

    Additional requirements for Phase 2.0

    Additional requirements have been submitted for Phase 2.0

    EVALUATION IN PROGRESS

    budget increase for 20h

    Confirm budget, timeline and scope changes with the client after evaluation.

  • RFP Responce/Quote Template

    request for proposal (RFP) is a document that solicits a proposal, often made through a bidding process, by an agency or company interested in procurement of a commodity, service, or valuable asset, to potential suppliers to submit business proposals.

    https://docs.google.com/document/d/1pUgPG6g8Y-yBf7Z9NxVURksvSM-CLazhsiBVr_9ND8A/edit?usp=sharing

  • SOW (Statement of Work) Template

    A statement of work template agreed upon between an agency and a client clearly defines what work to include within a project and what isn’t part of it. In itself, an SoW template is a project contract that establishes and aligns the expectations for both parties.

  • Project Closeout Checklist

    Checklist Item

    Checkbox

    Manage the process of launching the project to Live;

    •  

    Interview Stakeholders, determine if the project can be considered as Closed;

    •  

    Gather feedback, determine if the project was successful, from the success criterias;

    •  

    Prepare Project Close – Out Document;

    •  

    Hold Project Close-out meeting (identify what went well & what could have gone better)

    •  

    Finalize the Project Close-out Report / Distribute to Sponsor and Team Members;

    •  

    Archive the project folder / documentation;

    •  

    Define and start Support & Maintenance phase.

    •  

    If everythinf went good, than create a review and ask to publish it on service Clutch, LinkedIn etc