Integrated Web Services (IWS)

IWS Project Initiation Plan

Sample Midsized Website
Business Unit / Program Area (Customer)
Project Sponsor
!rganization
Project Manager
Proposed Project Start "ate
Proposed Project #nd "ate
$e% Contact& P'one (
"ate Submitted
"ate Appro)ed
*ersion
+ast Updated
IWS Project Initiation Plan
Integrated Web Services (IWS)
Contents
Executive Summary................................................................................1
Goals and Objectives.............................................................................1
Project Scoe......................................................................................... !
"ssumtions......................................................................................... 1#
Sta$e%older &oles and &esonsibilities................................................1#
'ommunication Plan............................................................................1(
)udget.................................................................................................. 1*
+anagement "roac%es.....................................................................1,
Signatures............................................................................................ !-
#,ecuti)e Summar%
./o0 an imroved site 0ill serve t%e clients1 needs better2
Imlementing t%e ne0 site in 'ommonSot 0ill ma$e it muc% easier 3or deartment 3aculty and sta33 to
maintain t%e content o3 t%e site and to use it to ublici4e ne0s items5 events5 and 3aculty or student
researc% and activities.
-oals and !bjecti)es
!)erall -oal6 &edesign and re7imlement t%e 0ebsite 3or greater 3unctionality5 attractiveness5 and
ease o3 maintenance.
Speci.ic !bjecti)es and Success Criteria
!bjecti)e "escription Success Criteria
1. Website design must be
comliant 0it% 'ornell
identity standards
8%e banner o3 t%e site meets
t%e seci3ications documented
at 000.cornell.edu9identity9
!. Website design must be
aest%etically leasing and
convey an imression o3
modernity5 scienti3ic
excitement5 and
educational excellence
'lient aroval
#. :sers must be able to
navigate and orient easily
Site must 3ollo0 :I standards5
render roerly on all major
bro0sers and oerating
systems
1. 3e0er %one contacts 3rom
eole see$ing in3ormation
t%at is available on t%e site
!. ositive reactions 3rom
eole using t%e site
#. 3aculty5 students5
rosective students5 and
alumni are able to 3ind
in3ormation easily
(. Site must be easy to
maintain
Site structure 0ill allo0 non7
tec%nical sta33 to udate
content; dynamic elements 0ill
"3ter training5 3aculty and sta33
0ill be able to enter and modi3y
content 0it%out di33iculty. <e0
IWS Project Initiation Plan 1
Integrated Web Services (IWS)
!bjecti)e "escription Success Criteria
be managed t%roug% user7
3riendly 3orms
content managers 0ill be able
to come u to seed 0it% only
one or t0o %ours1 investment in
learning t%e system.
=ocumentation and training 0ill
be rovided 3or content
managers and aut%ors
>. Site must be robust and
er3orm 0ell
Site utime 2??@
"verage age load time . >
seconds average (excet on
dialu connection)
Site renders correctly on all
major bro0sers and in rint
*. Site content must be
comre%ensive and
accurate
'ontent 0ill be entered and
roo3ed 3or every age
seci3ied in t%e site ma (by
client)
"ll issues identi3ied in A" are
corrected and veri3ied; 'lient
aroval or any ot%er
indeendent A" at client1s
otion
Project Scope
-eneral Project Scope
In Scope
Preare ! variants o3 %ome7age design (to coms) 3or client selection
Preare coms 3or 3ull site design 3rom t%e c%osen %ome age design5 t%roug% secondary5 tertiary5 and
secialty ages (total o3 ! cycles o3 design revie0 and modi3ication)
Imlement site in 'ommonSot 0it% t%e structure o3 t%e aroved site ma
Incororate aroved design using css
+odest redesign o3 t0o sections
Process and incororate images as er t%e aroved design and content inventory list
Imlement 3eatures as described in t%e Bunctional Seci3ication document (belo0)6
navigation
Cerberos7aut%ori4ed 3aculty9sta33 section5
data management 3or eole5 3eatures5 ne0s5 researc% 3ields5 seminars
dynamic data udate o3 courses listing 3rom &egistrar1s database
student survey (0eb3orm)
researc% matrix
Image comosition5 rocessing5 si4ing and comression as seci3ied by t%e design coms5 lus u to >- on7
age images
Initial content entry by IWS7trained ersonnel5 0it% rogress trac$ing
=esigner revie0 and style correction 3or content a3ter entry
Auality assurance testing to include veri3ying6
7 roer bro0ser rendering 3or t%e 3ollo0ing bro0sers6
Internet Exlorer * and ,
Bire3ox 1.> and !.-
Sa3ari !.-
On Windo0s DP5 +ac OSD5 and (0%en aroriate) Windo0s !---.
We are constantly re7evaluating our bro0ser test suite5 t%ere is a ossibility t%at our test recommendations 0ill
IWS Project Initiation Plan 2
Integrated Web Services (IWS)
In Scope
c%ange bet0een no0 and 0%en t%e site is ready 3or testing. 8%ese c%anges 0ill not a33ect your aroved
budget.
7 lin$ integrity (all lin$s go to actual ages5 and oen correctly in t%e original 0indo0 or a ne0 one as seci3ied
7 correct oeration o36
site navigation
data management 3orms and dislay ages
dynamic udate o3 course data
online 3orm5
so3t0are restricting access to t%e con3idential area o3 t%e site.
Imlement redirect 3or boo$mar$s (legacy lin$s) originating 3rom old site
'lient training as detailed in t%e 8raining Plan (belo0)
Post7launc% monitoring and correction o3 (-( errors
!ut o. Scope
+ore t%an ! initial %ome7age variants5 unless otential designs are already available in t%e IWS ort3olio
+ore t%an ! cycles5 or # 0ee$s5 o3 design revie0 and re3inement; extensive design c%anges
Post7entry revie0 o3 content (to be done by clients)
=esign c%anges to accommodate renaming o3 ages or sections
'%anges to t%e list o3 elements to be managed or to t%e 3ields to be recorded 3or eac% managed element once
t%ose are establis%ed
=ocumentation ot%er t%an a guide to managing t%e dynamic data elements o3 t%e site
P%otogra%y5 researc%5 or 0eb searc% 3or images
'I8 standard 'ommonSot %osting5 bac$u5 and monitoring 0ill be seci3ied in a searate service agreement.
Post7launc% maintenance and extensions by IWS 0ill be seci3ied in a searate maintenance service
agreement.
Business Processes
8%e ne0 0ebsite 0ill o33er oortunities 3or imroving some o3 t%e deartment1s business rocesses.
'lients 0ill determine and document any c%anges t%at t%ey 0ill ma$e to t%ese rocesses.
Some business rocesses to be considered in t%is context are6
7 rocessing o3 reEuests 3or in3ormation and udates
7 revie0 and udate o3 age content and images
7 identi3ication5 roduction5 entry5 and management o3 eventual Fmanaged data itemsG H eole5
3eatures5 ne0s5 researc% 3ields5 seminars
Site Speci.ication
8%is 0ebsite roject is seci3ied by 3ive documents t%at are considered to be attac%ments to t%is
roject lan6 site ma5 content trac$er5 3unctional seci3ication5 design coms5 and redirect list.
Site map H a %ierarc%ical5 sc%ematic ma o3 t%e roosed site
Originally develoed in Iisio5 t%e site ma in3ormation is aended in gra%ical 3orm at t%e
end o3 t%is document.
Content trac/er H a sreads%eet listing5 by age5 every item o3 content5 0ords5 images5 P=B5
rogrammed element5 or ot%er H to be included in t%e site5 0it% data columns 3or recording 0%o is
resonsible 3or various asects o3 rocessing t%e content5 and 3or noting rogress on t%ese tas$s.
IWS Project Initiation Plan 3
Integrated Web Services (IWS)
" blan$ content trac$er5 in Excel5 %as been delivered to t%e clients 3or t%eir use in managing
content roduction and entry.
0unctional Speci.ication H de3ines t%e oeration o3 all rogrammed elements o3 t%e site (suc% as
navigation 5 3eatured elements5 secure areas).
Originally develoed as a searate Word document5 t%e 3unctional sec is included as art o3
t%is document (belo0).
8%e "esign comps are a set o3 gra%ics 3iles t%at 0ill seci3y and dislay all o3 t%e visual 3eatures o3
t%e site5 including age layouts5 colors and 3onts to be used5 identity elements5 banner and t%ematic
images. 8%ese are develoed in5 and are t%e deliverable 3rom5 t%e design %ase. 8%ey are in t%e 3orm
o3 JPEGs.
8%e 1edirect +ist 0ill be develoed during t%e roject. It is a sreads%eet t%at lists every age in t%e
existing site 3or 0%ic% t%e clients 0is% to recogni4e t%e current url and t%e age to 0%ic% 0e s%ould
redirect it in t%e ne0 site. (8%is maintains t%e utility o3 existing boo$mar$s t%at users may %ave to t%e
current site.)
S%stem 1e2uirements
8%ere are no non7standard system reEuirements 3or develoment o3 t%is 0ebsite. /osting system
reEuirements 0ill be seci3ied in t%e 'I87IS Website /osting Service "greement. 8%e standard terms
3or 'ommonSot 0ebsites are6
'ommonSot (including unlimited contributors5 unlimited ages5 all 'ommonSot
3eatures)
Solaris
Oracle =atabase
'oldBusion "lication Server
1G) =is$ Sace
!G)9mont% =ata 8rans3er
1 SB8P9Web="I "ccount
Extra SB8P9Web="I account K L!(9yr9account lus one time setu 3ee
MLN>9%r
!G)9mont% =ata 8rans3er
??@ :time
One )usiness =ay &esonse 8ime
!(x, /ard0are +onitoring
Otion to increase =is$ Sace O )and0idt%
=is$ Sace L,>9G)9Pr
)and0idt% L!(9G)9Pr
8%e cost 3or t%is %osting otion is currently L15N(> er year. Post7launc% suort time can be
contracted 3or at t%e IWS standard rate.
IWS Project Initiation Plan 4
Integrated Web Services (IWS)
Sample Website
0unctional Speci.ications
.or Content #lements 1e2uiring Programming& Interaction& or Multimedia
Purpose
8%e urose o3 t%is document is to describe t%e intended 3unctioning o3 every asect o3 t%e ne0 0ebsite in suc%
a 0ay t%at6
7 IWS develoers can imlement t%at 3unctionality correctly and e33iciently
7 IWS A" and clients can veri3y t%e oeration o3 t%e rogrammed elements o3 t%e 0ebsite against t%is
seci3ication.
0eatures co)ered 'ere include
<avigation
Security6
7 Cerberos aut%entication 3or 3aculty section
7 Pass0orded alumni age or section
=ata management 3or6
7 3eatured items
7 eole
7 researc% 3ields
7 ne0s items
7 seminars
=ynamic data udate o3 'ourses listing 3rom &egistrar1s database
student survey (0eb3orm)
&esearc% matrix (gra%ical; animated)
<ote t%at 3igures rovided %ere are intended to illustrate t%e general 3eatures and oeration o3 t%e elements;
actual aearance H layout and styling H 0ill be designed 3or t%e site and 0ill vary 3rom t%ese examles.
3a)igation
<avigation includes on7age lin$s and a site ma5 bot% dynamically generated.
!n4page lin/s
"s indicated on t%e design coms5 navigation otions 0ill vary 0it% t%e level o3 t%e age.
"ll ages 0ill %ave lin$s to t%e secondary ages. 8%ese 0ill include
/ome
"bout t%e =eartment
:ndergraduate Programs
Graduate Programs
'ourses
Peole
&esearc%
<e0s
'ontact us
"ll ages excet t%e %ome age 0ill include a standard breadcrumb trail.
Secondary and lo0er ages 0ill %ave automatically7generated navigation t%at s%o0s5 at any time5 all ages
directly above t%e current age lus any sibling and c%ild ages. 8%ese 0ill be dislayed as drodo0ns5 as
exanding lists5 or using some eEuivalent :I mec%anism.

It s%ould be ossible to ma$e any age belo0 t%e secondary level invisible5 unsearc%able5 and not listed in t%e
IWS Project Initiation Plan 5
Integrated Web Services (IWS)
automatically7generated nav.
Site Map
8%e site ma 0ill occuy its o0n age5
accessed t%roug% t%e 3ooter. It 0ill be
dynamically generated and 0ill allo0
exansion9collase o3 sections5 as in t%is
examle6
Securit%
$erberos aut'entication .or .acult%/sta.. section
8%e ages in t%e FBor Baculty and Sta33G section 0ill only be accessible to users 0it% currently7active Cerberos
aut%entication t%at veri3ies t%at t%ey are members o3 t%e deartment 3aculty or sta33. I3 t%e user tries to oen any
age in t%is section5 eit%er t%roug% t%e site navigation or t%roug% a direct url or boo$mar$5 and t%at
aut%entication isn1t resent5 t%e 0ebsite 0ill invo$e ':7Web"ut% to romt t%e user 3or netI= and Cerberos
ass0ord. I3 access is denied5 an exlanation ou 0ill be dislayed.
Pass5orded alumni page or section
8%e age Peole9"lumni9 and any ages t%at are added under it 0ill be accessible only to users 0%o enter a
ass0ord. 8%e ass0ord s%ould only need to be entered once er session5 0%et%er or not t%e user navigates
out o3 t%e "lumni section.
"ut%ori4ed users 0ill5 0%en logged in5 be able to oen an admin o7u t%at lets t%em c%ange t%is ass0ord.
IWS Project Initiation Plan 6
Integrated Web Services (IWS)
"ata Management
0eatured Items
8%is site %as rovisions 3or one or t0o 3eatured elements on t%e %ome age. Eac% item is de3ined by6
Q title
category (i3 aroriate)
Q brie3 descrition or teaser text
Q long descrition
OR
7 url
OR
7P=B
Q small image
large image
start dislay date
end dislay date
s0itc%es to 3orce dislay or 3orce %ide
"s in t%e illustration
(Q asteris$s indicate reEuired 3ields)
(note t%at t%e selector 3or F=islay location in
t%e examle 0ill only be included 3or t%is site i3
t%ere are t0o 3eatured items on t%e %ome
age5 in 0%ic% case it 0ill select 0%ic% o3 t%e
t0o ositions t%is item s%ould occuy)
People
" 3orm5 similar to t%e Beatured Items management 3orm5 0ill be rovided 3or entering and editing eole (or bio)
data. Bields to be recorded 3or eac% erson are6
Q net I=
Q 3irst name
middle initial or name
Q last name
title
Q category (selects 3rom deartment 3aculty5 3ield 3aculty5 or sta33)
image (reEuired 3or deartment 3aculty)
s%ort bio (reEuired 3or deartment 3aculty)
0ebsite :&R
researc% 3ields (select any number 3rom t%e currently7de3ined list o3 3ields; reEuired 3or deartment
3aculty)
<ote6 o33ice and camus %one number 0ill be ulled 3rom t%e :niversity R="P directory. Otionally5
name 3ields can be ulled 3rom R="P based on netI=5 t%is is 8)= by clients.
IWS Project Initiation Plan 7
Integrated Web Services (IWS)
1esearc' .ields
" 3orm5 similar to t%e Beatured Items management 3orm5 0ill be rovided 3or de3ining researc% 3ields. Eac% 3ield
0ill be seci3ied by6
Q name
Q image
Q descrition (a 3e0 aragra%s o3 text)
8%is in3ormation 0ill 3eed directly into t%e researc% matrix gra%ic (on t%e &esearc% age) and into
3e5s Items
" 3orm5 similar to t%e Beatured Items management 3orm5 0ill be rovided 3or entering and editing <e0s Item
data. Bields to be recorded 3or eac% item are6
Q title
Q brie3 descrition or teaser text
long descrition
O&
7 url
O&
7P=B
small image
large image
start dislay date
end dislay date
s0itc%es to 3orce dislay or 3orce %ide
Seminars
" 3orm5 similar to t%e Beatured Items management 3orm5 0ill be rovided 3or entering and editing <e0s Item
data. Bields to be recorded 3or eac% item are6
Q title
Q category (i3 aroriate)
Q sea$er 3irst name
sea$er +I or middle name
Q sea$er last name
Q date
Q time
Q lace
Q abstract
long descrition
O&
7 url
O&
7P=B
Q s0itc% to ublis% or %ide
"%namic data update o. Courses listing .rom 1egistrar6s database
8%e 'ourses age 0ill include a comlete list o3 all courses o33ered by t%e +SOE deartment5 in order o3 course
number5 ulled 3rom t%e &egistrar1s database. 8%is age 0ill be dynamically generated 0%enever it is vie0ed.
Student sur)e%
8%e :ndergraduate Programs 9Survey age 0ill contain a 0eb3orm t%at re7imlements 0%at is currently on .url
o3 existing survey age2
W%en a survey is comleted5 an email 0ill be automatically sent to a designated survey administrator.
IWS Project Initiation Plan
Integrated Web Services (IWS)
1esearc' matri,
On t%e &esearc% age5 clients 0ould li$e to %ave an interactive matrix t%at dislays 3aculty by researc% 3ields5 or
researc% 3ields by 3aculty.
8%is iece may include images or motion. 8%is 0ill be develoed by t%e designer in collaboration 0it% t%e
clients; t%e intention is to %ave somet%ing beauti3ul5 imressive5 but above all intuitive and easy to use.
Inter.ace 1e2uirements
:ser Inter3ace Website :I to be seci3ied by design coms and associated descrition o3
navigation
"ut%oring inter3ace6 'ommonSot
Systems Inter3aces Website 0ill need to access and coy data 3rom t%e 'ornell &egistrar1s
database 3or listings o3 courses5 and 3rom t%e :niversity R="P directory 3or
some aut%ori4ation and contact in3ormation 3ields
Project Interdependencies
8%ere are no ot%er rojects eit%er 0it%in t%e client deartment or 0it%in 'I8 t%at are reEuired 3or or t%at deend
on t%is roject.
7raining Plan
3ame/
-roup
7raining
7%pe(s)8
+e)el o.
Access
Updating
Capabilities
7raining "ocumentation
Grou6 +SE
"dmin
Site "dmin O
'ontributor
Bull "ll ages 'ommonSot "dministrator
+anual
'ommonSot 'ontributor
+anual
Site manual
Baculty bio guide.
Grou6
"ut%ors
Baculty O
sta33
resonsible
3or age
content
'ontributor 'ontributor access
to all ages and
managed elements
"ll content and
images
'ommonSot 'ontributor
+anual
Site manual
Baculty bio guide.
Grou6
Baculty
<o training5
only
documentation
Rimited H only t%eir
individual bio ages
(access is driven by
l<etI=)
Personal 0eb
ages
Baculty bio guide.
Q8yes o3 training6 Brom 'ommonSot Service at 'ornell6 FSite "dminG5 F'ontributorG Brom Paer8%in (t%e
comany t%at roduces 'ommonSot)6 F=eveloerG. Brom IWS6 introductory sessions as reEuested by client.
"dmin and 3ormal 'ontributor training are arranged 0it% t%e 'ommonSot Service O0ner at 'ornell. In3ormal
training sessions5 usually brie35 3or small grous or individuals5 on 'ommonSot aut%oring and t%e udate o3
IWS Project Initiation Plan !
Integrated Web Services (IWS)
dynamic or FmanagedG elements 3or t%e seci3ic site can be rovided by IWS at our standard er7%our rate. 80o
one7%our IWS training sessions are currently budgeted 3or t%is site.
"dministrator training can be sc%eduled 3or any time 3rom 0ell be3ore t%e site launc%es to s%ortly a3ter it
launc%es5 but s%ouldn1t be delayed beyond t%at.
'ontributor training s%ould be sc%eduled to comlete slig%tly be3ore t%e site is ready 3or content entry to begin.
9ig' +e)el Sc'edule 5it' $e% "eli)erables
8%e sc%edule given %ere includes all items 3rom t%e initial5 3ull roject descrition. "t t%e client1s otion5 some
items can be removed 3rom t%e roject lan or assigned a rovisional status. Provisional status allo0s t%e client
to determine5 some time into t%e develoment o3 t%e roject5 0%et%er or not t%e section or 3eature 0ill be
included. Suc% mid7course decisions may a33ect t%e sc%edule.
Milestone
Baseline
Start "ate
Baseline
Completion
"ate
Content "e)elopment
'lient "ut%ors develo coy
"ll coy 3inali4ed and aroved
Source images identi3ied and obtained (including
ermissions)
Source images 3or0arded to IWS
"esign
=esign $ic$o33 meeting
1
st
=esign Presentation
Beedbac$ &eceived 3rom clients
!
nd
=esign Presentation (may be via 0eb osting)
Beedbac$ &eceived 3rom clients
#
rd
=esign Presentation (i3 necessary; may be via 0eb
osting)
=esign Sign7o33
"e)elopment
=evelo Server In3rastructure
Page temlates coded
Static Pages created
=ynamic elements created
Images identi3ied
Images rocessed5 entered
'lient site admin training comleted
'lient users and grous establis%ed
'ontent entry training comleted
+anual 3or dynamic data delivered to client
'ontent Entry comleted
IWS team site revie0
Initial A" revie0 comleted
A" 3ixes comleted and veri3ied
IWS Project Initiation Plan 1"
Integrated Web Services (IWS)
Milestone
Baseline
Start "ate
Baseline
Completion
"ate
Rin$ redirects identi3ied
Rin$ redirects imlemented
Binal client site revie0
Raunc%
Closing
Post7launc% monitoring comlete
8ransition to Steady State7Project 'lose Out &eort
Assumptions
In order to ma$e a timely launc% date6
7 roject must be aroved and initiated by .date2. IWS may be able to begin t%e roject
sooner t%an t%e roosed start date5 but only i3 all arovals are in order.
7 bot% IWS and client sta33 must be readily available 3or meetings and con3erences
7 roject scoe may not be extended (alt%oug% it may be reduced)
7 bot% IWS and client sta33 must be vigilant about resonding Euic$ly to issues and maintaining
a0areness o3 t%e roject1s tig%t timeline
7 it must be ossible to react to un3oreseen di33iculties by trimming scoe or rede3ining
3unctionality; %o0ever5 any suc% c%anges must be t%oug%t3ul and mutually7accetable.
8%e sc%edule and cost estimates given %ere include all items 3rom t%e initial5 3ull roject descrition. "t
t%e client1s otion5 some items can be removed 3rom t%e roject lan or assigned a rovisional status.
Provisional status allo0s t%e client to determine5 some time into t%e develoment o3 t%e roject5
0%et%er or not t%e section or 3eature 0ill be included. Suc% mid7course decisions may a33ect t%e
sc%edule.
Sta/e'older 1oles and 1esponsibilities
Sta$e%olders are all t%ose grous5 units5 individuals or organi4ations5 internal or external to our
organi4ation5 0%ic% are imacted by5 or can imact5 t%e outcomes o3 t%is roject.
Project 1ole W'o Project 1esponsibilities
'lient roject
manager
7 coordinate all client7side roject activities
7 reort and rioriti4e issues and roblems 3or t%e IWS team
7 t%roug%out t%e develoment %ase5 obtain in3ormation and
decisions as needed to resolve issues and $ee t%e roject
moving and on sc%edule
7 revie0 0ee$ly roject status and exenditure reorts
'lient site
admin
7 'omlete 'ommonSot site "dministrator training
7 Preare to ta$e over site admin a3ter launc%
'lient content
aut%ors
various 7 0rite5 edit5 revie0 or c%ange 0ebsite coy and images5 and
as necessary send materials to IWS5 in accordance 0it%
t%e roject sc%edule
IWS Project Initiation Plan 11
Integrated Web Services (IWS)
'lient 3aculty various Eit%er enter t%eir o0n biogra%ical data into t%e ne0 0ebsite
database5 or rovide same in electronic 3ormat5 roo3ed and
aroved5 to t%e client roject manager 3or entry by ot%ers. In
t%e latter case5 revie0 t%e content a3ter entry and reort any
corrections t%at need to be made.
Communication Plan
8%e 3ollo0ing met%ods 0ill be used to $ee sta$e%olders and outside arties in3ormed and involved in
t%e roject.
Website Project "ocuments
Just li$e t%e 0ebsite consulting roject5 t%e 0ebsite develoment roject is initiated by t%e signing o3 a
Ser)ice Agreement (SA)5 0%ic% is a standard73orm contract used by 'I8 3or all rojects.
In t%e course o3 t%e 0ebsite develoment roject5 t%e roject team 0ill use t0o rimary documents to
record and communicate about t%e roject1s rogress6 status reports5 and an issue log. 8%e status
reorts are in t%e same 3ormat as t%ose o3 t%e consulting %ase5 including a summary o3 cost7trac$ing
to date. 8%e issue log is used to document issues5 action items related to t%em5 and t%eir resolution5
all t%roug% bot% develoment and A". It is accessed t%roug% t%e online trac$ing system )ug4illa.
I3 at any time it becomes necessary to ma$e signi3icant c%anges to t%e scoe5 sc%edule5 or
deliverables o3 t%e roject5 t%ese 0ill be recorded in c'ange memoranda t%at may become addenda
to t%e Service "greement.
8%e 7raining Plan section o3 t%is document is used to coordinate 0it% bot% t%e 'ommonSot Service
O0ner and any ot%er individuals 0%o 0ill be rearing documentation on t%e site or roviding
seciali4ed client training (suc% as on 0or$ing 0it% managed content).
Binally5 0%en t%e roject %as been comleted5 a Closeout 1eport is reared t%at summari4es
estimated and actual costs and sc%edule5 and documents any remaining oen issues (3or examle5 i3
a c%ange is reEuested a3ter a site %as gone into A"5 clients o3ten re3er to launc% t%e site as is and
return later to imlement t%e c%ange.)
!t'er Project Communications
W'at W'o/7arget Purpose W'en/0re2uenc% 7%pe/Met'od(s)
=esign Cic$o33
meeting
'lient Project
manager and
$ey
sta$e%olders
IWS designers
describe our
rocess5
standards; get
in3ormation 3rom
clients on design
desiderata
Once5 at t%e start
o3 t%e design
%ase
<otes are
circulated via
email
=esign &evie0s 'lient Project
manager and
$ey
sta$e%olders
&evie0 design
c%anges and
re3inements
"s revisions or
extensions to t%e
design coms are
ready
+ay be meetings
or by revie0 o3
designs on t%e
0eb.
+anager email
exc%ange
IWS and client
roject
managers
+ain c%annel o3
communication
about roject
8yically several
messages a day
during
email
IWS Project Initiation Plan 12
Integrated Web Services (IWS)
W'at W'o/7arget Purpose W'en/0re2uenc% 7%pe/Met'od(s)
issues5 rogress5
Euestions5
document
exc%ange
develoment
%ase
Status reorts 'lient Project
manager
"rises clients
o3 roject status5
issues5 rogress5
and costs
Wee$ly t%roug%out
develoment
Emailed Word
document
+ajor issues log 'lient Project
manager
documents
issues5 action
items related to
t%em5 and t%eir
resolution
"s needed Word document
)ug9minor issues log 'lient Project
manager
documents
issues5 action
items related to
t%em5 and t%eir
resolution
"s needed Website utility
Binal revie0 o3 site
be3ore launc%
'lient Project
manager and
$ey
sta$e%olders
'lient insection
o3 site to insure
t%at 0%en it is
launc%ed it meets
seci3ications
Once5 a3ter IWS
A" and be3ore
launc%
"t client1s otion5
meeting 0it%
roject team or
async%ronously
by individual
insection o3
0ebsites 0it% any
issues recorded
in t%e log
Project 'lose out
&eort
'lient Project
manager and
$ey
sta$e%olders
Summari4es
roject results5
costs5 timeline5
records any oen
issues
Once5 at end o3
roject
=ocument 0%ic%
is signed by all
arties
8raining Plan 'lient Project
manager5 $ey
sta$e%olders5
training
ersonnel
Identi3y levels and
tyes o3 training
reEuired 3or all
client users
once document
IWS Project Initiation Plan 13
Integrated Web Services (IWS)
Budget
Project Cost : 7ime #stimates
"ll roject costs and dates are estimates. Projects are c'arged onl% .or actual time spent;
"esign P'ase estimated costs
Cic$o33 meeting; reEuirements and re3erences
develo design alternatives (!) 7 %ome and secondary
ages
Present design alternatives
)asic design c%osen5 alterations identi3ied
Incororate alternatives5 develo 3urt%er age designs
Post design udates 3or revie0 and 3eedbac$
&eceive client 3eedbac$
Incororate 3inal alterations and ost
Sign7o33 on design
=esign %ase roject management
=esign %ase total
"esign P'ase Cost41eduction !ption
I3 clients can c%oose a design and comlete all alterations on it in ! revie0s instead o3 #5 cost o3
design %ase can be reduced.
Build p'ase estimated costs
=esigner time
Programmer time
'ontent entry by IWS
Project management
=ocumentation
8raining sessions
Auality "ssurance testing
A" 3ixes and launc% rearation
Post7launc% monitoring and suort
Bactor o3 sa3ety M1-@
)uild %ase total %ours
IWS Project Initiation Plan 14
Integrated Web Services (IWS)
Project 1esourcing
Project 1ole (
1e26d
W'o (i.
/no5n) or
7B"
< 7ime "ates 3eeded
("ate 1ange)
3ame o.
Manager
Project +anager 1
Programmer 1
=esigner 1
'ontent Entry5 i3 by
IWS
!
A" 8esting 1
Systems suort 1
&esourcing 'omments5 'onstraints5 and9or Issues6
Management Approac'es
8%e 'ornell Project +anagement +et%odology ('P++) 0ill be alied as t%e roject management
aroac% to imlementing t%is roject5 seci3ically5 lanning5 trac$ing5 reorting5 and closing out t%e
roject. 8%e 3ollo0ing sections de3ine t%e standard aroac%es.
Issues Management
8%e 3ollo0ing issues management rocedures 0ill be used6
+ajor issues (any t%at 0ill signi3icantly a33ect t%e scoe5 sc%edule5 or budget 3or t%e roject) 0ill be
registered in t%e roject +ajor Issues log.
8%e Project manager and 'lient Project +anager 0ill determine %o0 to address t%e issue and identi3y
%o0 it 0ill a33ect t%e scoe5 sc%edule and budget 3or t%e roject.
On t%e Project Status &eort5 t%e roject manager 0ill reort t%e issues currently being 0or$ed on5
t%eir status5 and t%e rojected date o3 resolution. "ny critical unresolved issues t%at are imacting t%e
scoe5 time5 cost5 or Euality o3 t%e roject 0ill be %ig%lig%ted in t%e status reort.
W%en an issue is resolved5 merged 0it% anot%er issue5 or 0it%dra0n5 t%e issue log 0ill be udated.
W%en an issue is closed t%e resolution is logged and it is moved to a closed status.
+inor issues 0ill be logged and managed using t%e )ug4illa issue trac$ing rogram5 0%ic% all IWS
articiants and t%e 'lient P+ 0ill %ave access to.
C'ange Management
I3 t%e clients reEuest a c%ange t%at5 in t%e oinion o3 t%e IWS roject manager5 signi3icantly a33ects t%e
roject1s scoe5 cost5 resourcing5 sc%edule5 or t%e Euality o3 t%e roduct5 s9%e 0ill alert t%e client
roject manager to t%e imlications o3 t%e reEuested c%ange5 and t%ey 0ill develo and document a
mutually7agreeable lan 3or resolving t%e c%ange reEuest. 8%is may result in t%eir 0riting an
IWS Project Initiation Plan 15
Integrated Web Services (IWS)
addendum to t%e roject service agreement 0%ic% 0ill need to be signed by t%e relevant arties at 'I8
and t%e client deartment.
In t%e event t%at no mutually7agreeable lan 3or resolving t%e c%ange reEuest can be arrived at5 t%e
original roject scoe 0ill remain unc%anged. In t%is case5 t%e c%ange reEuest 0ill be documented as
an oen issue in t%e closeout reort.
7ransition Management Plan
8%e IWS Project +anager 0ill 0or$ 0it% t%e 'ommonSot Service o0ner to arrange 3or ta$ing t%e site
live5 using t%e standard IWS 8ransition c%ec$list. 8%e url o3 t%e old site 0ill be trans3erred to t%e ne0
site.
" redirect utility 0ill be built into t%e ne0 site to cature attemts to access old7site urls (as 3rom
existing boo$mar$s) and redirect t%em 0it%in t%e ne0 site. :nless all suc% accesses are directed to
t%e ne0 %ome age5 t%e clients 0ill 3ill in a Regacy Rin$s &edirection Rist5 identi3ying 0%ere eac% old7
site lin$ is to be directed.
IWS Project Initiation Plan 16
Integrated Web Services (IWS)
1is/ Plan
8%e 3ollo0ing table includes ris$s t%at IWS sta33 are a0are o3 as generally alicable to 0ebsite
develoment trojects. 8%e list may be amended 0it% inut 3rom t%e clients.
&is$ Bactor Imact on Project &is$ Plan (Strategy) &es.
IWS resourcing
con3licts or s%ortages
8%e roject cost and
sc%edule (rimarily
sc%edule) could overrun
"ssign 3ull tec%nical
resources 0%en ossible
Obtain commitment o3
resources to meet t%e
roject sc%edule
'reate an alternate
resource lan 3or critical
tas$s
Project
+anager
'lients are unable to
reare5 arove5 or
enter content by t%e
reEuired deadline
Project could run over
sc%edule; is unli$ely to run
over cost
&eassign content
resonsibilities 0it%in client
deartment
Juggle IWS sc%eduling to
accommodate delay; 3or
content editing or entry5
use IWS trained and
suervised ersonnel
'lient
roject
manager
IWS P+
'lients do not %ave as
many images as are
needed 3or t%e site
Site is less attractive Provide laces in 0%ic%
images can be added
easily later; searc% 3or and
buy images 3rom vendors
commission local
%otogra%ers to ta$e
more images; canvass
3aculty 3or images 3rom
t%eir researc% aers
IWS
sta33
'lient
P+
Server9%osting9
in3rastructure roblems
Site can1t go live on time
(note5 t%is is unli$ely5 and i3
it occurs it 0ill get a RO8 o3
attention and resources
3rom 'I8 uer
management)
Wor$ 0it% 'I8 and camus
'Sot %osts to develo
alternatives
IWS P+
IWS Project Initiation Plan 17
Integrated Web Services (IWS)
Signatures
8%e signatures belo0 indicate t%at t%e arties %ave read and agree to t%e terms and conditions under
0%ic% t%is o33ering is made.
Project Sponsors
3ame Signature "ate "epartment 7itle
Project "irectors and/or $e% Sta/e'olders
3ame Signature "ate "epartment 7itle
Project Appro)ers
8%e signatures belo0 indicate agreement to Secure &eEuired &esources and t%ey %ave t%e aut%ority
to commit resources 3or t%is roject.
3ame Signature "ate "epartment 7itle
IWS Project Initiation Plan 1
Integrated Web Services (IWS)
"endix6 +a o3 Proosed Site
(3or t%is examle5 only a %ome7age ma is s%o0n. Site mas usually comrise at least ( ages suc%
as t%is5 sometimes as many as !-.)
IWS Project Initiation Plan 1!